Distributing a Survey Project

After building and publishing your survey, you are ready to send your survey to collect data. This course provides a comprehensive overview of survey distribution in Qualtrics. It covers various distribution methods, from anonymous links to personalized invitations, and teaches you to manage contacts, send follow-up emails, and monitor key distribution metrics.

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About this course

Course Description:

This course provides a comprehensive guide to distributing surveys and managing contacts in Qualtrics. You'll learn how to navigate the Distributions tab and choose the most effective method for your audience, whether through anonymous links for broad reach or individual links for personalized tracking. The course covers the essential steps for preparing and importing a contact list, sending email invitations, and scheduling reminder and thank you emails. It also teaches you to monitor key distribution metrics, such as response rates and bounced emails, to assess the success of your distribution efforts and optimize future outreach.

Learning Objectives:

  • Navigate the Distributions tab and identify various distribution methods.
  • Choose between anonymous and individual links based on project needs.
  • Prepare, import, and manage a contact list for targeted distributions.
  • Compose and send professional email invitations, including reminders and thank you emails.
  • Monitor distribution metrics to evaluate performance and identify areas for improvement.

Features Covered:

  • Distributions tab 
  • Anonymous Link 
  • Email distributions 
  • Personal Links 
  • SMS 
  • Social Media 
  • Offline App 
  • QR Code 
  • Individual Links 
  • Contact List/Mailing List
  • Reminder Emails
  • Thank You Emails
  • Distribution summary
  • Distribution History

User Recommendations:

  • New Users
  • Basic Users

Curriculum51 min

  • Introducing Distributions
  • Introduction to the Distributions Tab 4 min
  • Distributing Anonymously to Collect Feedback 3 min
  • Challenge 5 min
  • Distributing to Contacts
  • Preparing a Mailing List for Email Distribution 8 min
  • Sending Survey Invitations via Email 9 min
  • Challenge 8 min
  • Managing Distributions
  • Sending Reminder and Thank You Emails 5 min
  • Distribution Metrics 4 min
  • Challenge 5 min
  • Module Quiz: Distributing a Survey Project
  • Updated! Module Quiz: Distributing a Survey Project
  • End of Course

About this course

Course Description:

This course provides a comprehensive guide to distributing surveys and managing contacts in Qualtrics. You'll learn how to navigate the Distributions tab and choose the most effective method for your audience, whether through anonymous links for broad reach or individual links for personalized tracking. The course covers the essential steps for preparing and importing a contact list, sending email invitations, and scheduling reminder and thank you emails. It also teaches you to monitor key distribution metrics, such as response rates and bounced emails, to assess the success of your distribution efforts and optimize future outreach.

Learning Objectives:

  • Navigate the Distributions tab and identify various distribution methods.
  • Choose between anonymous and individual links based on project needs.
  • Prepare, import, and manage a contact list for targeted distributions.
  • Compose and send professional email invitations, including reminders and thank you emails.
  • Monitor distribution metrics to evaluate performance and identify areas for improvement.

Features Covered:

  • Distributions tab 
  • Anonymous Link 
  • Email distributions 
  • Personal Links 
  • SMS 
  • Social Media 
  • Offline App 
  • QR Code 
  • Individual Links 
  • Contact List/Mailing List
  • Reminder Emails
  • Thank You Emails
  • Distribution summary
  • Distribution History

User Recommendations:

  • New Users
  • Basic Users

Curriculum51 min

  • Introducing Distributions
  • Introduction to the Distributions Tab 4 min
  • Distributing Anonymously to Collect Feedback 3 min
  • Challenge 5 min
  • Distributing to Contacts
  • Preparing a Mailing List for Email Distribution 8 min
  • Sending Survey Invitations via Email 9 min
  • Challenge 8 min
  • Managing Distributions
  • Sending Reminder and Thank You Emails 5 min
  • Distribution Metrics 4 min
  • Challenge 5 min
  • Module Quiz: Distributing a Survey Project
  • Updated! Module Quiz: Distributing a Survey Project
  • End of Course