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QUESTION LIBRARY
The Question Library (Figure 2-3) is where you can keep copies of specific questions you might want to reference later on.
You can copy questions into the library from existing surveys in your account. This is great when you want to have a library
of question templates for you and other colleagues to reference when building a new survey.
Figure 2-3 Question Library
The Copy Items From button at the bottom of each block in the Edit Survey tab will allow you to insert questions from your
Question Library as you build your surveys.
To add a question to a Question Library:
1. Go to the Library tab and click on the Question Library icon to enter the Question Library.
2. Click the green Copy a Question to This Library button.
3. In the Source Survey menu, select the survey to copy.
4. In the Source Question menu, select the question to copy.
5. Under Category, specify a category to put the survey into. This is optional. If you don’t select a category,
the survey will be placed into the predefined “Unassigned” category.
a. To create a new category, type it into the text field.
b. To select an existing category, click the blue arrow.
6. Under Description, enter a name for the question. It will automatically populate with the name of the question
selected under Source Question.
7. Click Copy.
GRAPHICS LIBRARY
The Graphics Library (Figure 2-4) is where your images are stored. All images you put into your question text, answer
choice text, or email messages are stored here.
When you enter the Rich Text Editor from a question, answer choice, or message, you can click on the Insert Image icon to
insert an image from your graphics library. A box containing your graphics library will appear and you can choose one of
your already uploaded graphics or click on Upload a New Graphic.
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Chapter 2: Your Account Libraries | 23
Figure 2-4 Sample Graphics Library
You can also add graphics to your Graphics Library directly from the Library Tab.
To Upload a New Graphic while in the Library tab:
1. Click into the Graphics Library from the Library tab.
2. Click the green Upload a New Graphic button.
3. At this point you can select a graphic off of your computer by selecting Browse or Choose File, or you can click
the Use a graphic from the web option to paste the URL of the image you found on the internet.
4. Provide a Category. This is optional. If you choose not to specify a category, the image will be placed under the
“Unassigned” category.
5. Specify a Description or name for the image. The tool will automatically grab the file name of the image.
6. If you uploaded an image from your computer, you will be able to specify a width and height to change the size of
the image. The ability to modify size is not available if using the Use a graphic from the web option.
7. Click Save. If you are on the Edit Survey tab using the Rich Text Editor, clicking Save will automatically place the
image into the question or answer choice text.
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Make sure you have permission to use the images you upload into your library and display in your surveys.
FILES LIBRARY
The Files Library is where you will store all files that don’t fall under the Graphics category. There are several situations
where you will need to use your Files Library. For example, if you are attaching a file to a question in your survey so that
your respondents can download it, you will store that file in your Files Library.
To Upload a New File:
1. Click into the Files Library from the Library tab then click the Upload a New File button.
2. Click Browse or Choose File to find the file on your computer.
3. Assign the file to a Category. This is optional. If you choose not to specify a category, the file will be placed
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Chapter 2: Your Account Libraries | 24
under the “Unassigned” category.
4. Provide a Description or name for the file. By default the file will be assigned the name you gave it when you
saved it on your computer.
5. Click Save when ready.
MESSAGE LIBRARY
The Message Library (Figure 2-5) is where all messages you use in the Research Suite are stored (survey invitation,
reminder, thank you, etc.). In the Message Library you can find and edit any existing messages, as well as create new mes-
sages as needed.
Figure 2-5 Example Message Library
To create a new message while in the Library tab:
1. On the Message Library page, click the Create a New Message button.
2. Choose a Category for your message. Categories determine where in the tool the message is available.
The message library doesn’t allow you to create your own category. The following categories are available:
Invite Email, Reminder Email, Thank You Email, End of Survey Messages, Inactive Survey Messages,
Validation Messages, General Messages, and Look and Feel Messages.
There are many times you will need to insert or create a message while you are working within the tool. When you email
your survey out, for instance, or choose to change the End of Survey message, you will be prompted to choose a message
or create a new one. At these times you will be able to access to your library messages through a drop-down or choose to
create a new message. Any new message you create while working in the tool will be saved to the message library.
6
Edit Your
Survey
Qualtrics has thousands of options for you in editing your survey.
This is the first chapter that seeks to explain them all in detail.
Chapter 3
Qualtrics: The Complete Research Suite | 25
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Chapter 3: Edit Your Survey | 26
Add and Position Questions
When you click the Quick Survey Builder option and create a new survey, you are given a blank template, which is actually
your Default Question Block. It is within the question block that questions are added and edited.
ADDING QUESTIONS WITH THE GREEN “+” BUTTONS
Questions can be inserted after any existing question, page break, or at the bottom of a question block. Just click one of
three green “+” buttons. One is found at the bottom of a question block (Create New Item). The other two are found by
hovering your mouse over any question or page break – they will display at the top right and top left corners.
Figure 3-1 Plus buttons for adding questions to a survey.
AFTER READING THIS CHAPTER, YOU WILL KNOW HOW TO:
• Build a survey from scratch
• Edit survey questions
• Edit answer choices
• Change the appearance of your surveys
• Enable important settings in Survey Options
You will likely spend much of your questionnaire development time in the Edit Survey tab, so this chapter is the meat and
potatoes of the book. Take some time to become familiar with the basic breakdown of how to use the Edit Survey tab and
watch your survey building horizons widen.
In this chapter, we will first introduce how to add questions and basic elements to your survey, then examine general
survey level options. Finally, we discuss how to check spelling in your survey, preview the survey and print the survey.
Once you have an idea of how to build your survey, feel free to read over the appendix following this chapter for a detailed
explanation of all question types and how to use them.
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Chapter 3: Edit Your Survey | 27
COPY QUESTIONS FROM...
You can also pull questions from other surveys or libraries by clicking the purple Copy Item From... button. This allows
you to select questions from other surveys in your account, or from the Survey and Question Libraries you have access to.
After clicking Copy Item From, you will click to drill-down to a more specific category or item until you find the desired
questions. Once you see the question, hover your mouse over the question text on the left to see a preview. Click all of the
questions you want to add. You can add as many as you want at one time, then click the blue Add button at the bottom of
the window.
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• Click the gray question block header in the list of questions on the left to select every question within
that block at once.
• Just click a question again if you want to deselect it.
• When no questions are selected, the blue Add button allows you to “Import Entire Survey”, which is all
the questions in the list on the left.
COPY QUESTIONS
You can add a question or group of questions to your survey by copying existing question in your survey. Do this by clicking
on the question you would like to copy (the question will turn blue) and then clicking on the Copy Question link to the
bottom right of the question in the blue column. To copy a group of questions, you can either select them by checking each
checkbox near the top left of each question, or by clicking on a question and using Ctrl+click (on Macs: Cmd+click) to
select additional questions individually.
You can also use Shift+click to select a large amount of questions all at once. To do this click on the first question in the
list, hold down Shift+click then click on the last question in the list of questions you would like to copy. To the right you
will have a menu of options that can be used when multiple questions are selected. Click the Copy button and you will
copy all of the questions into your survey. These copied questions will show up below the original questions in the survey.
MOVE QUESTION
The Move Question option allows you to move your questions to a different location in the survey. When you select Move
Question, the question you have selected turns into a light blue block that follows your mouse until you find where you
want to place it.
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Chapter 3: Edit Your Survey | 28
To use Move Question:
1. Click the question you want to move.
2. Click Move Question (located at the bottom of the blue bar on the far right).
Figure 3-2 Move Question.
3. Move your mouse to the place in the survey you want the question to be. The light blue block will follow
your mouse wherever you scroll.
4. Click in the survey where you would like the question to be placed.
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• To move your question a short distance, hover over the question and click the up/down arrows that appear
directly to the left of the question.
• Move multiple questions at a time by selecting multiple questions (Shift+click or Ctrl/Cmd+click, or click
the checkboxes), then click the Move button to the right. Then follow steps 3 and 4 above.
\
Figure 3-3 Move multiple questions
.
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Chapter 3: Edit Your Survey | 29
PREVIEW QUESTION
Clicking Preview Question is the equivalent to clicking Preview Survey at the top of the page, but just for an individual
question. It’s a great way to see how your question will look within the selected Look and Feel without having to click
through the survey to get to it.
To use Preview Question:
1. Click the question you want to preview.
2. Click Preview Question. A small browser window will open, showing the question.
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• Preview the entire survey by clicking Preview Survey at the very top of the Edit Survey tab. This button is also
available on the Distribute Survey tab, as well as the My Surveys tab, next to each survey (the “View” button).
• Preview an entire question block by clicking Block Options and selecting View Block.
ADD A PAGE BREAK
Add Page Break allows you to break up a block of questions into separate pages. This is similar to inserting a break into a
Word document. It’s great to use this option when you have a lengthy block of questions. It allows you to keep your survey
in screen-sized chunks so that the participant does not become overwhelmed by having to scroll through a long screen of
questions.
To use Add Page Break:
1. Click the question you want the break to appear after.
2. Click Add Page Break (located at the bottom of the blue bar on the far right).
Figure 3-4 Add a page break.
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Chapter 3: Edit Your Survey | 30
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If you want a set number of questions per page throughout a survey, use the Questions Per Page option found under Look
and Feel on the Edit Survey tab.
Edit Questions
SELECTING A QUESTION TYPE
When you insert a question into a survey, the default question type is multiple choice. You can change the question type
by selecting the question (it turns blue), then clicking the green Change Item Type button (Figure 3-5) to the right of the
question in the blue column. When a question type is selected, the options in the question menu bar to the right adjust
according to the question type you have selected. A detailed description of each Question Type and their accompanying
options is given in the appendix following this chapter (Appendix 3a).
Figure 3-5 Select a question type.
ALERT: If you’ve already begun collecting responses, changing your question type could result in the loss of collected data.
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