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Introduction to Qualtrics

February 5 @ 1:00 pm - 5:00 pm

This course will be offered ONLINE. It will not be recorded as there are in-class activities. This is a 4 hour course.

Qualtrics is a powerful browser-based web-survey tool. It is available to UNC Chapel Hill faculty, staff, and students, for UNC-related projects. Qualtrics allows users to build complex surveys, distribute them, and analyze the responses all from one place.

In this course, we will cover basic Qualtrics functions beginning with an overview of survey options and settings, followed by hands-on practice programming and distributing a survey and downloading results for analysis. We will program some of the most common question and response types, customize requirements and validation, and add display logic, skip logic, and basic branch logic in the “survey flow”. We will then create and upload a contact list and discuss advantages and disadvantages of distributing the survey with an anonymous link vs. the survey mailer. Finally, we will cover a basic overview of the Data & Analysis tab for viewing, editing, and exporting raw data into various formats including .csv, .tsv, .excel, and .spss. Other topics include project sharing/ collaboration, Groups and Libraries, loop and merge, and preventing fraudulent responses and bot activity.

This is an introductory course and will not cover the online analysis tools within Qualtrics. Please note, this is a hands-on, online course. All participants are required to create a Qualtrics account before the course. UNC faculty, staff and students may create their free Qualtrics account here to access full features: http://qualtrics.unc.edu. Non-UNC affiliated participants can create a free trial account here: https://www.qualtrics.com/

This course will count as 4.0 CSS short course credit hours

The presenter will be Michelle Temple.
Michelle Temple is the consultant & programmer for UNC’s online survey tool, Qualtrics, providing services to students, staff, and faculty building and distributing surveys for their research. Additionally, she is the Brand Administrator for Qualtrics, coordinating license changes, feature additions/removals, and handling administrative tasks for uses across campus.

Contact Jill Stevens with questions.


February 5
1:00 pm - 5:00 pm
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Odum Institute