Sending Survey Invites
INTERNAL USE ONLY XM Directory allows you to send surveys and emails directly through the Contacts page, so you do not need to switch between XM Directory and the Survey Platform every time you want to send an invite. Qtip: Prefer to use your own mailer? XM Directory also allows you to download a list of survey…
About The Participants Tab
INTERNAL USE ONLY About the Participants Tab You can manage the people taking your 360 survey by navigating to the Participants section of the Participants tab. In addition to accessing a number of tools , you can search and edit participants in this section. Subsections There are three subsections to the Pa…
Sending Participants Forward with Skip Logic
INTERNAL USE ONLY Skip Logic controls the questions respondents will see based on how they answered a previous question. In this article: * Skip Logic Skip Logic Skip Logic jumps respondents to a future point of a survey based on a previous response. For example, if a respondent answers “No” on a consent question,…
What's the difference between subjects and evaluators?
INTERNAL USE ONLY Differences between Subjects and Evaluators Subjects are the participants being evaluated in your 360. Evaluators are the participants who evaluate a subject. It is possible to be a subject and an evaluator at the same time. For example, I may evaluate you, but then my manager evaluates me, making …
How do I create a project in Qualtrics?
INTERNAL USE ONLY Create Projects Click the green Create Project button to create a new project. You may choose to create a project in a few ways: * Blank survey project ( this is how you get started from scratch ) * Imported data project * Blank website/app feedback * Create from existing * Templates Af…
Managing Quotas
INTERNAL USE ONLY On complex studies, you may need to build a large set of quotas, and you’ll need to keep track of each one. In this article: * Creating Quota Groups * Using Multiple Match Handling * Reporting with the Public Quota Dashboard Creating Quota Groups Quota Groups are used to organize your survey’s …
Requiring Answers
INTERNAL USE ONLY Sometimes you’ll have essential questions respondents must answer, such as those needed for logic or Piped Text. Use validation to force a response. In this article: * Forcing a Response * Requesting Response * Disabling Validation for Previewing Forcing a Response Use Force Response to mak…
Creating Quotas
INTERNAL USE ONLY Quotas allow you to keep track of how many of your survey respondents meet a specific condition in your survey and let you control how many responses you collect. In this article: * Creating Simple Logic Quotas * Determining Quota Limit Behavior Creating Simple Logic Quotas To create and set a q…
Differentiating Skip and Display Logic
INTERNAL USE ONLY This article explains the differences between Skip and Display Logic. In this article: * Skip vs. Display Logic Skip vs. Display Logic Skip Logic and Display Logic solve problems in very different ways. For example, to jump over a question: * Use Skip Logic to skip it. * Use Display Logic to…
Capturing Embedded Data
INTERNAL USE ONLY Embedded Data collects information that you can reuse in questions, Survey Flow logic, and reports. In this article: * Fields and Values * Assigning Values * Variable Types Fields and Values You can capture Embedded Data from multiple sources and store millions of data bits called values. To ke…
