Customizing Survey Experiences

Course 2 of 4 in Weeks 3 & 4 - XM For Strategy & Research Learning Journey

Learn how to utilize the tools necessary to build a complex survey that meets the needs of your research and improves response quality.

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About this course

Course Summary

In this course, you will learn more about the Survey Flow to construct dynamic respondent journeys using Branch Logic, enrich your data with key business metrics via Embedded Data, and implement advanced logic like the Randomizer to ensure high-quality results. This enables you to craft research instruments that capture more nuanced, actionable insights and drive greater organizational impact.

Learning Objectives

At the end of this course, you will be able to: 

  • Design personalized survey pathways using Branch Logic and Embedded Data to tailor the respondent experience. 
  • Implement advanced research controls, such as the Randomizer and Quotas, to mitigate bias and manage sample collection effectively. 
  •  Integrate operational data and real-time text analysis into your survey using Embedded Data and the Text iQ element to enrich insights.
  • Automate follow-up actions by configuring Workflows that trigger based on specific survey responses or conditions.
Qualtrics Features Covered
  • Authenticator Branch / Branch Logic
  • Embedded Data
  • End of Survey
  • Evenly Present Elements
  • Group
  • Piped Text
  • Question Block
  • Quotas
  • Randomizer
  • Survey Flow
  • Table of Contents
  • Text iQ
  • Workflows / Actions

Curriculum100 min

  • Survey Flow
  • Introduction to Survey Flow 5 min
  • Organizing Survey Flows with Groups 2 min
  • Creating Pathways with Branches 3 min
  • Customizing End of Survey Experiences 5 min
  • Incorporating Additional Information with Embedded Data 10 min
  • Analyzing Text Within the Survey Flow 6 min
  • Randomizing Survey Elements 8 min
  • Protecting Surveys with Authentication 2 min
  • Navigating Long Surveys with a Table of Contents 3 min
  • Workflows
  • Creating Workflows and Tasks 5 min
  • Email Tasks 3 min
  • Workflow Run History and Notifications 2 min
  • Preparing Your Survey for Launch
  • Protecting Your Survey 8 min
  • Finalizing Survey Settings 4 min
  • Managing Responses with Quotas 9 min
  • Translating Surveys for a Global Audience 10 min
  • Challenge 15 min
  • Module Quiz: Customizing Survey Experiences
  • Module Quiz: Customizing Survey Experiences
  • End of Course

About this course

Course Summary

In this course, you will learn more about the Survey Flow to construct dynamic respondent journeys using Branch Logic, enrich your data with key business metrics via Embedded Data, and implement advanced logic like the Randomizer to ensure high-quality results. This enables you to craft research instruments that capture more nuanced, actionable insights and drive greater organizational impact.

Learning Objectives

At the end of this course, you will be able to: 

  • Design personalized survey pathways using Branch Logic and Embedded Data to tailor the respondent experience. 
  • Implement advanced research controls, such as the Randomizer and Quotas, to mitigate bias and manage sample collection effectively. 
  •  Integrate operational data and real-time text analysis into your survey using Embedded Data and the Text iQ element to enrich insights.
  • Automate follow-up actions by configuring Workflows that trigger based on specific survey responses or conditions.
Qualtrics Features Covered
  • Authenticator Branch / Branch Logic
  • Embedded Data
  • End of Survey
  • Evenly Present Elements
  • Group
  • Piped Text
  • Question Block
  • Quotas
  • Randomizer
  • Survey Flow
  • Table of Contents
  • Text iQ
  • Workflows / Actions

Curriculum100 min

  • Survey Flow
  • Introduction to Survey Flow 5 min
  • Organizing Survey Flows with Groups 2 min
  • Creating Pathways with Branches 3 min
  • Customizing End of Survey Experiences 5 min
  • Incorporating Additional Information with Embedded Data 10 min
  • Analyzing Text Within the Survey Flow 6 min
  • Randomizing Survey Elements 8 min
  • Protecting Surveys with Authentication 2 min
  • Navigating Long Surveys with a Table of Contents 3 min
  • Workflows
  • Creating Workflows and Tasks 5 min
  • Email Tasks 3 min
  • Workflow Run History and Notifications 2 min
  • Preparing Your Survey for Launch
  • Protecting Your Survey 8 min
  • Finalizing Survey Settings 4 min
  • Managing Responses with Quotas 9 min
  • Translating Surveys for a Global Audience 10 min
  • Challenge 15 min
  • Module Quiz: Customizing Survey Experiences
  • Module Quiz: Customizing Survey Experiences
  • End of Course