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https://www.qualtrics.com

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Here’s a guide from HEC Montreal on how to get a Qualtrics account.

Creating a New Survey

• Click the “create a new project” button on the bottom lefthand side of the screen
• Then click “survey” and “get started”
• Title the survey with the short form name of the project and the number survey it is. Then, a short description of what is in the study. If you’re making a survey for me, you can ask me what to title it. For example…
  • TZN 5: Moderated Mediation
  • GEWY 2: Multiple emotions, friends wedding
• All the other settings on this page should remain the same

Orienting to the Qualtrics Survey Homepage

1. Questions Blocks: This is where you will add all the text and questions that make up the survey. A survey is made up of “blocks” (i.e., groups of questions). A block can have one question or multiple questions.

2. Question Type: When you select a question, you can tell Qualtrics what type of question you want it to be. You can see here that multiple choice is the default. Some other formats I use often are:

   1. Text/Graphic: When i want to show participants text or an image but not necessarily ask them a question about it immediately. For example, a consent form or a scenario.
   2. Text Entry: When I want participants to write something. This can be something short (e.g., a friend’s initials) or long (e.g., write about the most recent time someone gave you a gift)
   3. Matrix Tables: These are helpful when I have a bunch of questions that I would like participants to answer that all measure the same construct and use the same measurement scale. It looks like this

   

3. Survey Flow: Aside from the question blocks, this is the most important button in Qualtrics for experimental researchers. We’ll discuss this button in detail later, but in short it allows you to randomly assign participants to condition and make choices about how this affects their experience in the survey

4. Survey Theming: This allows you to make the survey look as plain as possible. Automatically, Qualtrics puts the school’s header and a bunch of ugly formatting stuff on the survey page. This allows us to remove it so that it doesnt bias our participants’ responses (more detail below)