The Survey flow section of Qualtrics allows you to view the block or blocks of questions in your survey, and to add in other elements. If you only have one block of questions you won’t need to make use of this section, but for surveys with more than one block it allows the blocks to be easily rearranged, and for the survey flow to be customised – such as through branching logic. To access the survey flow section of Qualtrics, click on the ‘Survey flow’ icon on the navigation menu at the far left of the screen:

An icon featuring two blue rectangles and a blue line.

You will see the question blocks that currently appear in the survey, and can add new blocks, move blocks, duplicate and delete blocks as desired. You can also add in other elements such as:

Click on any of the above to learn more about what they do.

If you click on the green + Add a New Element Here a yellow box will appear containing the options listed above:

The position of the options above on the webpage.

The most commonly used of these elements are usually the Branch and Embedded Data elements, which are detailed in the following sections.

Branch logic

Branch logic is used to conditionally display blocks of questions (or other survey elements) based on information such as question responses. It allows you to customise the flow of your survey to best suit the respondent. This is done by using the survey flow section to add and move blocks, as well as a number of other survey elements.

Example: Let’s customise the Test survey by asking the participant whether or not they have ever previously visited their chosen holiday destination, and directing them to different blocks of questions accordingly.

To do this, first return to the survey builder and add a new ‘Multiple choice’ question to the ‘Travel Choices’ block which asks the participant whether they have visited their chosen holiday destination before (use piped text, as detailed in the Piped text section of the Survey builder page, to include the name of the destination in the question). Include Yes or No response options, and force a response to this question by toggling on Add requirements and keeping Force response selected (on the ‘Edit question’ menu on the left of screen), if you want to ensure the participant follows one of the branching options. Alternatively, if you don’t force a response then the participant will just be taken to the next block after the branching blocks (or to the end of the survey if there are no other blocks) if they don’t answer the question.

Now add a new block below the ‘Travel Choices’ block by selecting Add Block, and rename it Visited Before (don’t worry about formatting the ‘Next/Previous button for now; how to do this for all blocks at once is covered in the Look & feel page). Add some ‘Multiple choice’ questions, with relevant answer options, to this block; for example asking how many times the participant has been to their selected holiday destination and how long ago they last visited (use piped text to display the name of the destination in the questions again).

Similarly, add another block below this one called Haven’t Visited Before, and add some ‘Multiple Choice’ questions with relevant answer options; for example asking whether they know anyone who has been to their selected holiday destination, and whether they plan to visit there in the next year. If desired, re-number all questions at this point 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.

Next go to Survey flow and add a branch below the ‘Travel Choices’ block, by choosing Add Below and selecting Branch. Repeat the process to add another branch directly above the first one. Select Add a Condition on the top branch and then set up the required condition by selecting the relevant question (i.e. the one asking whether they have visited the destination before), selecting Yes and Is Selected. Click OK, then select Move on the ‘Visited Before’ block and drag it to sit below the top branch Alternatively, you could have selected Add a New Element Here and created the block at this point.

Finally, click Add a Condition on the bottom branch and then set up the required condition by selecting the relevant question (i.e. the one asking whether they have visited the destination before), selecting No and Is Selected. Click OK, then select Move on the ‘Haven’t Visited Before’ block, and drag it to sit below the bottom branch. Alternatively, you could have selected Add a New Element Here and created the block at this point.

Select Apply to save the changes. The survey flow should look as follows:

Go back to the survey builder and preview the survey to check that it works as expected.

Embedded data

Embedded data allows you to record extra information in your survey, in addition to the participant’s responses. For example, you could use embedded data to store information that is saved in a contact list or to record a participant’s score. For more information on contact lists, see the Publishing your survey page of this module.

Once you have added embedded data to your survey you can use it in a few different ways, including as piped text and as part of branch logic or display logic. For an example of creating embedded data to record a participant’s score and then using it as part of display logic go to the Scoring section of the Survey options page of this module. Or for more information on embedded data check out the Qualtrics support page on embedded data.