Content Skip to content.
San Diego State University

COE Qualtrics User Support

Qualtrics User Guide

This page helps Qualtrics users set up an account at SDSU and learn how to create useful surveys. Users may choose to learn how to use Qualtrics by watching video tutorials, reading written tutorials, and/or referring to quick job aid links as needed. The Training Videos section provides a very useful beginner tutorial for new users, along with advanced tutorials for users who want to build logic into surveys. Also, in the Written Tutorials section, find step-by-step guides that will help all users create, edit, distribute, and analyze surveys effectively. At the end of this page, notice a wealth of useful links to Job Aids that provided targeted support for specific tasks for building surveys.


Training Videos

Video tutorials provide instructions on how to create, distribute and analyze surveys. Users who have never made a survey in Qualtrics should start by watching the Getting Started video. After completing the tutorials, use the Job Aid section at the end of this page for follow-up support. 

  • Getting Started - (Estimated Time: 2 Minutes) Master Qualtrics in Minimum Time. Learn Qualtrics in 5 Steps is an express program that will get you up to speed in under 3 hours. Simply follow the five steps below and take the quick assessment at the end.
  • Survey Basics - (Estimated Time: 30 Minutes) Learn the basics of creating, distributing, and viewing results for your first survey, all in about 30 minutes. After this video tutorial, you’ll have everything you need to get started in Qualtrics.
  • Practice Survey 1 - (Estimated Time: 40 Minutes) Get your feet wet and build your first survey. You’ll have a chance to practice all the concepts covered in the Basic Training tutorial in this step-by-step survey build.
  • Best Practices - (Estimated Time: 5 Minutes) Accurate survey results require well-designed questions. In this short tutorial, you’ll learn some basic tips for writing better questions.
  • Advanced Survey Building - (Estimated Time: 25 Minutes) Enhance your Qualtrics skills with this advanced editing tutorial. You’ll learn how to customize the survey experience for your participants and harness the advanced features available only in Qualtrics.
  • Practice Survey 2 - (Estimated Time: 40 Minutes) Hone your Qualtrics skills with this advanced survey building activity. Here, you’ll take a basic survey and add a variety of enhancements to customize the survey experience for your participants.
  • Comprehensive Review - (Estimated Time: 30 Minutes) Complete your training with this comprehensive quiz. When you’re done, we can automatically send your score and a certificate of completion along to your instructor.

Written Tutorials

Qualtrics University provides written tutorials with step-by-step guidance. The links below will help Qualtrics users accomplish the four most critical skills for successfully creating a survey. This section can be used as an alternative to the training videos listed above and provide useful screen shot images to enhance learning comprehension. After reviewing the written tutorials, refer to the Job Aid section at the end of this page for help with specific tasks. 

  • Survey Module Overview - Guide for using the Survey Builder tool to start a new survey. This tutorial will help Qualtrics users learn how to create, save, copy, and access a survey in the Survey Library.
  • Creating Questions - How-to modify question types and answer choices to collect more accurate data. The tutorial will help Qualtrics users change the look and feel of a question and apply survey logic rules to a question.
  • Distributions Overview - Contains steps for delivering a survey to respondents. After completing this tutorial, Qualtrics users will be able activate a survey and send an anonymous link to respondents.
  • Data and Analysis Overview - Information about how to access reporting features. After viewing this tutorial, Qualtrics users will be able to organize data into charts and graphs. 

Job Aids

Qualtrics University offers job aids to help users. The links below provide quick help guides with step-by-step instructions for accomplishing specific task while using Qualtrics. Select a topic (below) to find detailed instructions.

Start a New Survey 

Change Question Type 

Build Question Logic 

Design Survey Look & Feel 

Control Delivery Options 

Modify Question Display 

Embedding Special Features 

Control Survey Navigation 

Modify Font & Color 

Prepare Data for Analysis