Overview
In this guide, we provide walkthroughs for creating the following sample surveys in Qualtrics:
- Setting up an event RSVP form
- Setting up an anonymous voting survey
For more detailed guidance on using Qualtrics for survey creation, see our guide:
Creating an event RSVP form in Qualtrics
The steps below walk you through setting up an event RSVP form with the following settings:
- Anyone (with or without a USC account) may fill out the survey
- Respondent names and email addresses are collected, so responses are not anonymous
Quick guide
- Go to https://usc.qualtrics.com.
- If you are prompted for your credentials:
- The Shibboleth page appears. Sign in using your USC NetID and passphrase.
- The Duo page appears. Complete the verification.
- Click Create a new project in the lower left.
- Click Survey.
- Click Get started.
- Name the survey and click Create project.
- Add questions and answer choices to your survey. For example:
- For the respondent name, add a Text Entry question. Under Response Requirements, select Add requirements > Force response.
- For the respondent email address, add a Text Entry question. Under Response Requirements:
- Select Add requirements > Force response.
- Select Add validation > Content type > Email address.
- Continue adding questions and answer choices until you're done.
- Copy and send the survey link:
- In the upper right, click Publish.
- Click Publish.
- Click Copy link. You can now send this link by pasting it into an Outlook email or another distribution method, such as on a website or in an Emma newsletter.
Detailed guide (with screenshots)
- Go to https://usc.qualtrics.com.
- If you are prompted for your credentials:
- The Shibboleth page appears. Sign in using your USC NetID and passphrase.
![Sign in with USC NetID](https://attachment.freshservice.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6NzA0ODY5NTg3NCwiZG9tYWluIjoiZHRzLmZyZXNoc2VydmljZS5jb20iLCJ0eXBlIjoxfQ.vyKV8SbWvIcOdn1ErU93ts0-cXvc-ijYbk8Awv1yM9s)
- The Duo page appears. Complete the verification
![Duo authentication](https://attachment.freshservice.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6NzA0MzUzNDIxNCwiZG9tYWluIjoiZHRzLmZyZXNoc2VydmljZS5jb20iLCJ0eXBlIjoxfQ.suJhu4d-267iTUD_gA2Tv5Pi-PmDNiecTS6jgSbJQ6Y)
- Click Create a new project in the lower left.
![Create a new project](https://attachment.freshservice.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6NzA0NTM4MjM5NiwiZG9tYWluIjoiZHRzLmZyZXNoc2VydmljZS5jb20iLCJ0eXBlIjoxfQ.VA_1tWFEXsh-qefv-2FnsgI8lwdR_ilLEYZqypGlw8M)
- Click Survey.
![New survey from scratch](https://attachment.freshservice.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6NzA0NTM4MjM5OCwiZG9tYWluIjoiZHRzLmZyZXNoc2VydmljZS5jb20iLCJ0eXBlIjoxfQ.fuwkCowskhm-Marrdy-3j8WiWSUReTWwUzMVAPt1Ks0)
- Click Get started.
![Get started](https://attachment.freshservice.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6NzA0NTM4MjQwMSwiZG9tYWluIjoiZHRzLmZyZXNoc2VydmljZS5jb20iLCJ0eXBlIjoxfQ.61viIsxX2nS_tvHfEBB7l7CSzp3NB9IzfTQbvGnKiFU)
- Name the survey and click Create project.
- Add questions and answer choices to your survey. For example:
- For the respondent name, add a Text Entry question. Under Response Requirements, select Add requirements > Force response.
![Make respondent name required](https://attachment.freshservice.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6NzA0NTYwNjU5NywiZG9tYWluIjoiZHRzLmZyZXNoc2VydmljZS5jb20iLCJ0eXBlIjoxfQ.Fjg_sZ0VKQTOslJNI_5QBlbv9QKVD-2BfANDAQiZkTE)
- For the respondent email address, add a Text Entry question. Under Response Requirements:
- Select Add requirements > Force response.
- Select Add validation > Content type > Email address.
![Set options for respondent email address](https://attachment.freshservice.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6NzA0NTYwNjU5OSwiZG9tYWluIjoiZHRzLmZyZXNoc2VydmljZS5jb20iLCJ0eXBlIjoxfQ.b8Aul-Rcu4SQmF5MNu1bPQwdGNPIxQbjSjHtSrgjkdk)
- Continue adding questions and answer choices until you're done.
- Copy and send the survey link:
- In the upper right, click Publish.
![Publish survey](https://attachment.freshservice.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6NzA0NTQ1NTE4NCwiZG9tYWluIjoiZHRzLmZyZXNoc2VydmljZS5jb20iLCJ0eXBlIjoxfQ.coRBbY-w3Erk6bQdGYJ_tF_arQt0NwkOJVL_bRuf_6Y)
- Click Publish.
![Confirm publish and activate survey](https://attachment.freshservice.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6NzA0NTQ1NTE5NiwiZG9tYWluIjoiZHRzLmZyZXNoc2VydmljZS5jb20iLCJ0eXBlIjoxfQ.bs5xysZ9xjIh39sVkPzJspnfS5ykA47kZfec0qsMzWM)
- Click Copy link. You can now send this link by pasting it into an Outlook email or another distribution method, such as on a website or in an Emma newsletter.
Creating an anonymous voting survey in Qualtrics
The steps below walk you through setting up an anonymous voting survey with the following settings:
- Respondents must log into their USC account in order to access the survey
- Each USC account may only fill out and submit the survey once
- Account information is not recorded, so responses are anonymous
Step 3: Upload the respondents' email addresses as a CSV file
Quick guide
- Prepare your list as an Excel file in the CSV format.
- Click the Menu
icon in the upper left, and select Directories.
- In the left menu, select Lists.
- Click Create a list.
- Name your list. You can optionally select the checkbox Make data in this list private. Then, click Confirm.
- Click Upload a file.
- Click Select a file, and upload the file from your computer.
- Click Next.
- Review the import fields. If everything looks correct, click Upload the file.
- Qualtrics imports the information from the CSV file into the contact list.
Step 4: Send the survey as a Qualtrics email
Quick guide
- Click the Distributions tab.
- In the left menu, click Emails.
- Click Compose Email.
- Prepare the email by filling in all the fields.
-
To: Click Select Contacts. Select the contact list you created earlier.
-
When: You can set the email to send immediately or set a delay in the span of hours or days.
-
Message: Compose the message directly in this field, or click Load Message to select a saved message from the library. To save a message for future use, click Save As.
-
Show Advanced Options: This option allows you to set an expiration date for the survey link. By default, Link Type is set to Individual, which means that each respondent receives a unique URL to the survey.
- Once the email is ready:
-
Send Preview Email: Send yourself a preview email.
-
Send in [x] hours / days: Schedule the email.
Detailed guide (with screenshots)
- Click the Distributions tab.
- In the left menu, click Emails.
![Emails distribution](https://attachment.freshservice.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6NzA0NTU3Mjk2MiwiZG9tYWluIjoiZHRzLmZyZXNoc2VydmljZS5jb20iLCJ0eXBlIjoxfQ.YNVtYoZr2gMpSDsYJGTo3bxEa9L-U4Y2q0Y0wvYE_hI)
- Click Compose Email.
![Compose Email](https://attachment.freshservice.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6NzA0NTU3Mjk2OSwiZG9tYWluIjoiZHRzLmZyZXNoc2VydmljZS5jb20iLCJ0eXBlIjoxfQ.gxAr7CaDGt7PDSWbe4SBUi9MjFaxMY4Nj1jcGttBGDc)
- Prepare the email by filling in all the fields.
-
To: Click Select Contacts. Select the contact list you created earlier.
![Select email recipients](https://attachment.freshservice.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6NzA0NTU3MzEwMiwiZG9tYWluIjoiZHRzLmZyZXNoc2VydmljZS5jb20iLCJ0eXBlIjoxfQ.u7YFeIPbZHWZNNRE5mCXw_nR9czP_LIX-1X_dBnvIQ8)
-
When: You can set the email to send immediately or set a delay in the span of hours or days.
![When to send email](https://attachment.freshservice.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6NzA0NTU3MzExMiwiZG9tYWluIjoiZHRzLmZyZXNoc2VydmljZS5jb20iLCJ0eXBlIjoxfQ.2tWykn2oWWegfb4A2FgZx67S0O2gmjLoUJrdQu7C2ac)
-
Message: Compose the message directly in this field, or click Load Message to select a saved message from the library. To save a message for future use, click Save As.
![Message options](https://attachment.freshservice.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6NzA0NTU3MzEwNiwiZG9tYWluIjoiZHRzLmZyZXNoc2VydmljZS5jb20iLCJ0eXBlIjoxfQ.AZ77xxrqyL-nYkVb7oobSbTimY29WqSfjs9DMtqroGg)
-
Show Advanced Options: This option allows you to set an expiration date for the survey link. By default, Link Type is set to Individual, which means that each respondent receives a unique URL to the survey.
![Expiration date options](https://attachment.freshservice.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6NzA0NTU3MzEyNywiZG9tYWluIjoiZHRzLmZyZXNoc2VydmljZS5jb20iLCJ0eXBlIjoxfQ.TEIRlPBLcpLNDaP0svFhHbchGNgRP-qmeNXLd5dwgEo)
- Once the email is ready:
-
Send Preview Email: Send yourself a preview email.
-
Send in [x] hours / days: Schedule the email.