In addition to providing a powerful survey tool, Qualtrics also offers an incredibly useful training portal. (I promise this is not a paid endorsement. Trust me, I’ve used every area of their support and it’s been the best I’ve seen for a software tool.) Through their online portal, you can access screencasts to guide you every step of the way, from basic survey creation to advanced reporting and distribution. The portal also provides extensive step-by-step instructions and searchable guides. And, if you can’t find what you are looking for, you can receive individual support from customer service for specific issues or troubleshooting. Here are some highlights to get you started:
Qualtrics Customer Support: Feeling stuck? Need help troubleshooting? Just click “Help” in the upper right-hand corner of your Qualtrics account and select “Contact Support” for individual assistance.
Quick Start with Qualtrics (Webinar): Get ready for your first Qualtrics project. In this webinar, you’ll learn how you can create, customize, and distribute your projects, as well as build reports to view insights in real time.
Survey Basics (Guide): Review the basic building blocks of a survey in Qualtrics and learn how they fit together.
Survey Flow (Guide): Learn how to customize your survey so the right messages get to the right respondents in the right way.
Email Tasks (Guide): Formerly called email triggers, email tasks allow you to send an email notification to someone when a survey is completed and specific conditions are met. For example, if a student indicated in a post-appointment survey that they still needed assistance, an email can be sent to their advisor alerting them to reach out.
Reviewing Responses and Data (Guide): View individual responses, monitor in-progress responses, and download results to manage your survey process.
Embedded Data (Guide): Learn how embedded data can be captured and used to personalize your survey and manage administrative processes.
Qualtrics Guide A-Z: Search or browse every topic in the Qualtrics training portal and find your solution.