(ARCHIVED) B2B Account Management Command Center

Learn how to use the Account Management Command Center to integrate your X & O data

Course Overview 45 min (Show All)

About this course

This course provides a complete framework for creating and managing Qualtrics survey projects. You'll learn to navigate the Projects page, create new projects from scratch, libraries, or imported files, and organize them with folders. The course covers the fundamentals of building a survey using standard question types like Multiple Choice, Text Entry, and Matrix Table. It also delves into advanced features like using blocks, randomization, display logic, and skip logic to create dynamic survey paths. Finally, you'll learn to incorporate operational data and configure essential survey settings to ensure a professional, secure, and user-friendly respondent experience.

Learning Objectives:

  • Navigate and organize projects efficiently using folders and project actions.
  • Create new survey projects from scratch, by copying an existing project, or from a library or QSF file.
  • Select and format standard question types to collect specific kinds of data effectively.
  • Organize and manage survey structure using blocks and randomization at the question and choice levels.
  • Apply display logic and skip logic to create dynamic and relevant survey paths for respondents.

Recommended users:

  • New Qualtrics Users
  • New XM users
Click here to see the Qualtrics features covered in this course
  • Projects page
  • Folders
  • Project Actions
  • Create new project
  • Copy project
  • Import a QSF file
  • Use a survey from your library
  • Survey tab
  • Add new question
  • Import from library
  • Question type
  • Multiple Choice
  • Text Entry
  • Matrix Table
  • Text/Graphic
  • Blocks
  • Question randomization
  • Choice randomization
  • Advanced Randomization
  • Fixed display order
  • Randomize choices
  • Random subset
  • Randomly reverse choices
  • Excluded items
  • Page Breaks
  • Copy question
  • Display Logic
  • Skip Logic
  • Survey Flow
  • Embedded Data
  • Survey options
  • Back button
  • Allow respondents to finish later
  • Survey availability
  • Anonymize response
  • Incomplete survey responses
  • Look and feel
  • Rich Content Editor
  • Themes
  • Progress Bar
  • Headers and Footers
  • Motion
  • Logo
  • Background
  • Preview
  • Publish
  • Generate test responses

Qualtrics Features Covered:

  • Projects page
  • Folders
  • Project Actions
  • Create new project
  • Copy project
  • Import a QSF file
  • Use a survey from your library
  • Survey tab
  • Add new question
  • Import from library
  • Question type
  • Multiple Choice
  • Text Entry
  • Matrix Table
  • Text/Graphic
  • Blocks
  • Question randomization
  • Choice randomization
  • Advanced Randomization
  • Fixed display order
  • Randomize choices
  • Random subset
  • Randomly reverse choices
  • Excluded items
  • Page Breaks
  • Copy question
  • Display Logic
  • Skip Logic
  • Survey Flow
  • Embedded Data
  • Survey options
  • Back button
  • Allow respondents to finish later
  • Survey availability
  • Anonymize response
  • Incomplete survey responses
  • Look and feel
  • Rich Content Editor
  • Themes
  • Progress Bar
  • Headers and Footers
  • Motion
  • Logo
  • Background
  • Preview
  • Publish
  • Generate test responses
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