The survey builder will open automatically when you create a new project or select an existing one. It is used to create and edit your survey. When you leave this section later you can navigate back to it using the top icon in the menu on the left. The icon looks like a clipboard:
Each blank survey starts off with a blank Multiple choice question in the Default question block (see below for information on question blocks). You can change the type of this question by selecting it and choosing from the available question types using the Question type drop down list in the Edit question menu at the left of the screen:
Similarly when you select Add new question you can choose from the list of available question types, and you can always change this later as detailed above. When using the Curtin Qualtrics licence, there is a large range of question types to choose from, as listed below. To learn more about a question type, click on the option you’d like to know more about.
In addition to the ‘Add new question’ option, there is also the option to Import from library. This allows you to import a question either from the Qualtrics Library, which has a range of surveys and questions to choose from, including common demographic questions; or from any other survey you have previously created or had shared with you. It can save you a lot of time re-writing questions!
Example: Let’s change the blank Multiple choice question in your Test survey to the Text/Graphic question type, so that you can write an introduction or some instructions for your survey.
You can then add a Text entry question asking the participant for their postcode. If you like, you can adjust the size of the text box by hovering over the the right hand side of the box and clicking and dragging the edge.
Note: You could also use the Form field question type for this, but this is usually used when more than one text box is required - for example, to capture different fields of a participant’s address.
You can perform various question actions using the menu that appears when you select the three dots at the top-right corner of the relevant question. This menu provides options such as moving the question (which you can also do by dragging and dropping), copying the question, replacing the question with one from the library, adding a page break, deleting the question and previewing the question which allows you to look at what the question will look like to participants.
Note: You can also add a page break by hovering below the question and selecting + Add a page break.
Additionally, you can make edits to a question by selecting it and choosing from the options that appear on the Edit question menu to the left of screen. These options vary according to the question type, but may include choosing the text type (e.g. single or multiple lines), allowing multiple answers, changing the number of choices, changing the formatting of the choices, adding requirements (such as forcing or requesting a response), adding validation, and adding question behaviour, as detailed below.
Example: In the Test survey let’s use the menu on the first ‘Text/Graphic’ question (where you have provided instructions) to add a page break below it so it appears on its own page.
Let’s use the edit question menu on the left to add a validation to the postcode question in your Test survey to check that the participant enters a valid postcode. First select the question then toggle on Add validation and then change ‘Minimum length’ to Content type using the drop down menu, then choose Postal code from the new Content type drop down menu, and AU from the new Postal code drop down menu, as shown below:
Something else to note is that when you add a ‘Multiple choice’ question to a survey, often the choice options will be populated with ‘suggested choices’ (depending on the question). You can still edit, add or remove choices when using suggested choices, or you can select a different suggested choice (if relevant) from the Edit question menu at the left of screen.
Example: Add a ‘Multiple choice’ question to the Test survey asking which gender the participant identifies as, and you’ll see that suggested choices will be added.
You can also use this menu to toggle on and choose from suggested choices if they don’t automatically appear.
As you go about adding questions, you may notice that they are numbered in the order they are created, rather than the order in which they appear in the survey – meaning that if you add and then delete a question, or move questions around, the numbering will get mixed up. The question numbers are not visible to participants (unless you make them visible through the Survey options – see the Survey options page of this module) so it is not a problem in that respect, but if you would like to have the questions numbered in the correct order for organisational purposes, note that you can change a question number by clicking on it and editing. Alternatively, you can automatically re-number questions by selecting the Tools drop down menu at the top of the survey, choosing Auto-number questions and selecting the type of numbering you wish to use.
So far, your Test survey questions might look like the following in the survey builder:
You can also click the Preview button in the top-right to check that things will display as you expect for participants.
Qualtrics surveys are organised into ‘blocks’ of questions, and each blank survey starts off with one Default Question Block. If wished, you can change the name of this block to a more meaningful name by clicking on it and typing (note that these names are not visible to survey participants).
For a simple survey it is fine to just have one block of questions, but you may like to group questions in a longer survey into blocks – both for your organisational purposes, and so that the participant views them on separate pages (alternatively, you can add page breaks between questions in the same block to have them display on separate pages for the participant – see Editing questions above). Another reason to use multiple blocks would be to customise the flow of your survey to do different things with different blocks of questions.
If you do want to add more question blocks to your survey you can do so by selecting the Add Block button, and you can reorganise any blocks you have created by selecting and dragging them to the appropriate spot in your survey. Alternatively, you can also perform these actions through the block menu, which you can view by selecting the three dots at the top right corner of the relevant block. This menu also provides options such as duplicating the block, deleting the block, collapsing the questions in the block (so you only see the questions, not any answer choices, in the survey builder), and others.
You can also make other edits to the block by selecting it (make sure you select the block itself rather than a question within it) and choosing from the options that appear on the Edit block menu at the left of screen. Options provided here are Question randomisation and Loop & merge, as well as a Next/Previous button text option which allows you to enter text that will appear on any ‘Next’ or ‘Previous’ buttons in the block.
Example: Click on the name of the block in your Test survey and type in Demographics to change its name. Try formatting the ‘Next/Previous button text’ so that the Next button reads Next, as shown below.
This can also be done for all blocks in a survey at once, as detailed on the Look and feel page of this module. You may want to direct respondents to certain blocks of questions depending on how they answer questions in your ‘Demographics’ block. How to do this is detailed on the Survey flow page of this module.
You have the option to add different types of behaviour to each question you create in a survey. While this isn’t essential, and may not be required for a simple survey, you will often find that adding question behaviour helps to customise and improve your survey. For example, you could use a behaviour called Display logic to only display a question when a certain condition is met, and/or you could use a behaviour called Skip logic to skip the participant ahead to a future point in the survey based on their response to a question. This section outlines examples for these options. To find out more about these and other types of question behaviour (noting that not all are available for each question type) click on the relevant links below:
To edit the Question behaviour of a question, select a question you wish to edit and a menu will appear on the left of the Qualtrics screen.
Display logic is used when you only want to display a question, or to display certain answers to a question, when a specified condition or conditions are met. The condition or conditions you set could be based on a number of things, but the most common are probably conditions related to question responses, embedded data and quotas.
Note: If you want to skip the participant to a later part of the survey instead you will need to use Skip logic, as detailed below. Also, if you want to conditionally display a block of questions rather than a single question you will nee to use branch logic. This is covered in the Survey flow page of this module.
Example: Let’s apply display logic to the Test survey. Suppose that as part of the ‘Demographics’ question block in your Test survey you would like to know whether or not the participant has children and, if they do, how many of them are aged under 18. To do this, first add a new ‘Multiple choice’ question asking whether or not the participant has children, with Yes or No response options. To remove unwanted choices, click on the choice and choose Remove choice from the drop down menu.
Next, add a follow up ‘Multiple choice’ question asking them how many of their children are aged under 18. This question will have five choices; 0, 1, 2, 3 and 4 or more. This second question should only display if the participant has previously indicated that they have children, so to enable this select the number of children question and choose ‘Display logic’ from the Edit question menu to the left of screen.
Now specify the condition that needs to be true in order for the question to display. To do this, keep the first drop down box as Question and then select the Do you have any children? question in the second box. Choose Yes and Is Selected in the following boxes. Additionally, tick the In Page box so that the question appears on the same page as the previous question when the participant views the survey. Finally, select Save. Your ‘Display logic’ options should look like this:
If you preview the survey, you should see that the number of children question only appears when you answer ‘Yes’ to having children.
Skip logic enables you to skip the participant to a later part of the survey based on their response to a question. Participants can be skipped ahead to a question in the current block, to the end of the current block, or to the end of the survey.
Note: If you want to skip them to another block, you’ll need to skip them to the end of the block and then use branch logic, as covered in the Survey flow page in this module, or Display logic, as detailed above, depending on what exactly you’d like to do.
Example: Suppose that you would like to start your Test survey with a question that asks the participant whether or not they are willing to provide demographic information. If they are, they will proceed to the next question as normal. If not, they will be skipped to the end of the ‘Demographics’ block. To do this, first add a new ‘Multiple choice’ question asking the participant if they are happy to answer some demographic questions with Yes or No response options. Move the question so that it sits below the first question’s page break, above the question asking for their postcode, and add a page break below it as well (you can then use the Auto-number questions feature in the Tools drop-down menu to automatically re-number the questions if desired).
To add skip logic to this new question, select the question and choose Skip logic from the Edit question menu to the left of screen. Now specify where the participant should be skipped to and when, by choosing End of Block in the first menu, if No Is Selected. Press Confirm. Your skip logic should look like this:
If you preview the survey, you should be skipped to the end of the ‘Demographics’ block (which is currently the end of the survey) if you answer ‘No’ to the question about demographics.
Piped text allows you to customise your survey to include words, phrases or values that have been sourced from various places – such as a participant’s response to a question or their score (see the Survey options page of this module for information about scoring). For example, you could ask a participant where they would most like to go on holiday, and then use their answer in a follow up question to ask about their choice. To add piped text, click on a question as though you were editing the text and you will see two blue tabs appear above the text: Rich Content Editor… and Piped Text….
Example: In your Test survey, first add a new block below the ‘Demographics’ block by selecting Add Block, and rename it Travel Choices (don’t worry about formatting the ‘Next/Previous button for now; how to do this for all blocks at once is covered in Look & feel). Next, add a new ‘Text entry’ question asking where the participant would most like to go on holiday. Force a response to this question, to ensure you receive an answer, by toggling on Add requirements and keeping Force response selected (in the ‘Edit question’ menu on the left of screen). Next, select the three dots at the top right hand corner of the question and choose Add page break, then add a new ‘Text entry’ question to sit below this page break. This question will ask what appeals to the participant most about their selected holiday destination, using piped text to include the name of the destination specified in the previous question.
To do this, type the first portion of the question (e.g. ‘What appeals to you most about’), then when the piped text from the previous question’s answer is required select the Piped Text… tab (in blue above) and choose Survey Question. Navigate to the question asking where they would like to go on holiday, and then choose it again (don’t select ‘Question Text’, as that will pipe the question rather than the answer). Finally, add a question mark after the piped text to complete the question. The questions in this new Travel Choices block should now look something like the following (note that the question ID may be different in your piped text, depending on the way you asked the question):
Preview the survey to check that this has worked correctly (you may like to select ‘No’ to the question about answering demographic questions to confirm that the skip logic takes you to the new block), or alternatively just preview the question block through the block menu (by selecting the three dots at the top right corner of the block).
The default message that participants will see when they finish completing a survey is as follows:
Sometimes you may wish to change this though - to provide a customised message, to redirect to a URL, or to include a response summary.
To add a custom message to your Test survey select the End of Survey block and in the Edit end of survey menu to the left of screen change the End of survey message from Default to Custom. Choose to Load a saved message, select the appropriate library (for example your own library) and select New message, or choose a previously created message. Type a description, then add your custom message in the box below and select Save.
If you want to make edits to a custom message you will first need to choose Library from the drop down menu at the top of the screen (to the left of the survey title):
Next, choose Messages Library from the tabs at the top, select the message that you want to edit, select Edit, make the required changes and then press Save. When you are finished, navigate back to the project by selecting Projects from the drop down menu at the top of the screen (as shown above) and choosing the appropriate project (e.g. Test survey). Alternatively, you could just create a new message if preferred.
If you wish to provide the participant with a summary of their responses instead of a customised message (only one or the other can occur), you should select Include response summary from the ‘End of survey message’ menu instead. Participants can then download their responses as a PDF if wished.