- How to Set Up Your Project
-
How to Create and Organize a Survey Project 4 min
- How to Build a Market Research Survey
-
How to Build a Research Survey Project 6 min
-
How to Add and Edit Survey Questions 6 min
-
How to Personalize Questions with Piped Text and Default Choices 3 min
-
How to Display or Hide Questions and Answers 4 min
-
How to Use the Survey Flow to Navigate Participants 4 min
-
How to Control What Respondents See and Do in Your Survey 4 min
-
What is Embedded Data and How to Use It 4 min
-
How to Customize the End of a Survey 2 min
-
How to Brand and Style Your Survey 3 min
- Summary, Next Steps, and Resources
-
Summary, Next Steps, and Resources
How to Build Your Market Research Survey
Build a well-structured market research survey in Qualtrics from the ground up. This course walks you through project setup, survey design, data capture, and finishing steps — so your survey is ready to distribute with confidence.
Summary
A well-built survey is the foundation of reliable research. This course takes you from creating your first project through every step of building a fieldable survey — including how to structure questions into blocks, apply display and skip logic, capture embedded data, and finalize your survey for distribution. You will learn how to organize your work using a consistent naming convention, select the right question types for a first-wave study, and apply the platform settings that protect data quality before a single response is collected.
Course Learning Objectives
Upon completing this course, you will be able to:
- Create a survey project and apply a naming convention that supports reporting and team collaboration
- Structure a survey using four MR-standard blocks — Screener, Core Measures, Segmentation, and Open Ends
- Select appropriate question types for a first-wave study and explain why matrix tables should be avoided
- Apply display logic, skip logic, and carry forward choices to create a relevant respondent experience
- Configure embedded data and scoring to support analysis after data collection
- Customize end of survey messaging and apply global styles to finalize a survey for distribution
Recommended For
Market researchers and research program managers who are ready to build their first survey in Qualtrics. This course assumes familiarity with survey design best practices. Learners with prior Qualtrics experience who want to align their workflow to MR-specific structure and naming conventions will also benefit.