Building a Survey Project

This course provides a comprehensive guide to building and managing survey projects in Qualtrics. You'll learn to create and organize projects, use standard question types, apply logic and randomization, and configure survey-level settings for a professional experience.

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About this course

This course provides a broad introduction to creating and managing Qualtrics survey projects. You'll first learn to navigate the Projects page, create new projects, and use Libraries. Then the course covers the fundamentals of building a survey using standard question types and explains important 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 respondent experience.

Learning Objectives:

  • Navigate and organize projects efficiently using folders and project actions.
  • Create new survey projects, 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.

Features Covered:

  • Projects Page, Folders, Actions
  • Create new project
  • QSF files
  • Library
  • Survey tab
  • Add new question
  • Question type
  • Multiple Choice
  • Text Entry
  • Matrix Table
  • Text/Graphic
  • Blocks
  • Question, Choice, & Advanced randomization
  • Page Breaks
  • Display Logic
  • Skip Logic
  • Survey Flow
  • Embedded Data
  • Survey options
  • Back button
  • Survey availability
  • Anonymize response
  • Incomplete survey responses
  • Look and feel, Theme
  • Rich Content Editor
  • Progress Bar
  • Preview
  • Publish
  • Generate test responses

Recommended users:

  • New Qualtrics Users
  • New XM users
  • Users considering completing any Level 2 Certification should start here first.

Curriculum73 min

  • Getting Started in Core XM
  • Organizing Your Projects 2 min
  • Creating a New Survey Project 3 min
  • Challenge 3 min
  • Building a Survey Project
  • Basics of Survey Building 5 min
  • Using Standard Question Types 7 min
  • Organizing and Managing Questions 7 min
  • Challenge 10 min
  • Optimizing the Survey Project
  • Using Question Actions 7 min
  • Adding Operational Data to your Survey 5 min
  • Survey Experience Settings 5 min
  • Challenge 6 min
  • Styling and Publishing the Survey
  • Applying Professional Survey Styling
  • Previewing and Publishing your Survey 5 min
  • Challenge 8 min
  • Module Quiz: Building a Survey Project
  • Updated! Module Quiz: Building a Survey Project
  • End of Course

About this course

This course provides a broad introduction to creating and managing Qualtrics survey projects. You'll first learn to navigate the Projects page, create new projects, and use Libraries. Then the course covers the fundamentals of building a survey using standard question types and explains important 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 respondent experience.

Learning Objectives:

  • Navigate and organize projects efficiently using folders and project actions.
  • Create new survey projects, 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.

Features Covered:

  • Projects Page, Folders, Actions
  • Create new project
  • QSF files
  • Library
  • Survey tab
  • Add new question
  • Question type
  • Multiple Choice
  • Text Entry
  • Matrix Table
  • Text/Graphic
  • Blocks
  • Question, Choice, & Advanced randomization
  • Page Breaks
  • Display Logic
  • Skip Logic
  • Survey Flow
  • Embedded Data
  • Survey options
  • Back button
  • Survey availability
  • Anonymize response
  • Incomplete survey responses
  • Look and feel, Theme
  • Rich Content Editor
  • Progress Bar
  • Preview
  • Publish
  • Generate test responses

Recommended users:

  • New Qualtrics Users
  • New XM users
  • Users considering completing any Level 2 Certification should start here first.

Curriculum73 min

  • Getting Started in Core XM
  • Organizing Your Projects 2 min
  • Creating a New Survey Project 3 min
  • Challenge 3 min
  • Building a Survey Project
  • Basics of Survey Building 5 min
  • Using Standard Question Types 7 min
  • Organizing and Managing Questions 7 min
  • Challenge 10 min
  • Optimizing the Survey Project
  • Using Question Actions 7 min
  • Adding Operational Data to your Survey 5 min
  • Survey Experience Settings 5 min
  • Challenge 6 min
  • Styling and Publishing the Survey
  • Applying Professional Survey Styling
  • Previewing and Publishing your Survey 5 min
  • Challenge 8 min
  • Module Quiz: Building a Survey Project
  • Updated! Module Quiz: Building a Survey Project
  • End of Course