Introduction to Qualtrics

You will need to access Qualtrics differently depending on your role and how you intend to use it.

Academic staff and Students
If you are conducting academic surveys, access Qualtrics via the Academic Users page and select “Curtin Academic Users” from the sign-in selection screen:

Non‑academic staff
If you are conducting non‑academic surveys (for example marketing, events, engagement, or operational surveys), access Qualtrics via the Non-Academic Users page and select “Qualtrics” from the sign-in selection screen:

If you are unsure which category your survey falls under, please log a request with DTS for assessment and guidance.

Once you have logged into your account you can get started working on a survey, as detailed in this page.

Creating a new survey

To create a new project, select the Create a new project button on the bottom-left corner of the screen. You will then see several options, including:

• From scratch, which allows you to create a new project without using a template. As well as creating a new survey, you can also create other types of projects including dashboards, website and app insights and reputation management.
• Project templates, which allow you to start with a project template on a selected topic.
• Programs, which combine pre-built projects with a range of other resources, including surveys and dashboards.
• Guided projects, which are pre-built projects that take you through survey creation, distribution and reporting step-by-step.

To create a new survey from scratch, select Survey under From scratch, then select Get started in the bottom-right corner. You will be asked to give your survey a name and to select the folder where you want to store it, if relevant. You can also choose how you would like to start your survey. The options include:

• Create a blank survey project, which allows you to create a survey completely from scratch.
• Import a QSF file, which allows you to import a ‘Qualtrics Survey Format’ file from another Qualtrics account.
• Copy a survey from an existing project
• Use a survey from your library

Example

To create a test survey to use with this module, name the survey Test survey. Save it in the default Projects and Programs folder, or choose another folder if you wish. Then choose Create a blank survey project and select Create project.

Collaborating on a survey

Another option is to work on a survey that someone else has already created. To do this, they will need to add you as a collaborator. Once they have added you, the survey should appear in your list of projects. If you need to find a project that has been shared with you, open the Projects page and select Shared with me from the left-hand menu. Select the project to open it and begin working on it.

Alternatively, you can share one of your projects with someone else. First, find the project in your list of projects. Select the three dots to the right of the project name and choose Collaborate, then search for the person using their name or staff or student ID. Once you have found them, select Add Selected and then Invite. You can also add an optional custom message before sending the invitation.