Qualtrics How To

Creating a Blank Survey Project

Blank Survey projects are surveys you build from scratch.

1. Navigate to the Projects page by clicking the XM logo or clicking Projects on the top-right. 
2. Click Create Project. 
3. Click Blank Survey Project.
   
   Qtip: If you don’t select a folder, the project will fall in the default Uncategorized folder. You can always move your survey to a different folder later on. See our Organizing Your Projects page for more information about folders and subfolders.
4. Enter a name for your survey. 
5. Click Create Project.

After clicking Create Project, you’ll be taken to the Survey tab where you can begin adding questions to your survey.

Qtip: Although five options appear when you click Create Project, some of these options may not be accessible in your account. Talk to your Account Executive if you’re interested in learning more about our other products.

For most people, you will want to make sure Research Core is selected, but you can select Blank Survey Project or Create from Existing in almost any category you have access to. The category you choose for your survey cannot be changed later. It is there for you to organize your projects by theme. These categories also allow you to access other softwares, such as Vocalize dashboards (under Customer Experience) or Employee Engagement projects (under Employee Experience).

---

Was this helpful?

  

---

Creating from a Copy

1. Navigate to the Projects page by clicking the XM logo or clicking Projects on the top-right. 
2. Click Create Project. 
3. Click Create From Existing. 
4. Make sure From a Copy is selected. 
5. Choose the survey you would like to copy.
6. Name the new survey.
7. Click Create Project to finish.

After clicking Create Project, you’ll be taken to the Survey tab where you can begin editing your survey.

Qtip: Copied surveys will retain all the same settings as the original survey. This includes expiration dates, partial completion durations, Look & Feel settings, etc.

---

Was this helpful?

  

---

Jumpstart Templates

Instead of starting with a blank project, you can also start with a Qualtrics template. These pre-made projects provide a starting place for Experience Management, with content developed by subject-matter experts.

1. Navigate to the Projects page by clicking the XM logo or clicking Projects on the top-right. 
2. Click Create Project. 
3. Choose from the templates listed at the bottom. 
4. Fill out the appropriate information. Some templates only ask that you name them, while other will ask for more details, such as company names or administrator emails. 
5. When you’re ready, click Create Project.

For Templates that ask for additional information, you can edit this at any time. Simply navigate to the Project Fields section at the top of the survey editor.

---

Was this helpful?

  

---

Creating from the Survey Library

The From Survey Library option allows you to copy a survey from a library and use it as a template for your new project. You can copy from your Personal Library, your organization’s library, and the Qualtrics Library (which contains many ready-to-use surveys).

Qtip: To learn more about libraries, view our Library Overview and Survey Library pages.

TO CREATE FROM THE SURVEY LIBRARY

1. Navigate to the Projects page by clicking the XM logo or clicking Projects on the top-right. 
2. Click Create Project. 
3. Click Create From Existing. 
4. Make sure From a  Library is selected. 
5. Choose the library the survey you want to copy is saved to.
   • Personal Library: Choose from one of your own surveys.
   • Group Library: Choose from surveys owned by a group.
   • Qualtrics Library: Choose from surveys within the Qualtrics database.Choose the library from which you want to pull the survey.
6. Choose the survey you want to copy.
7. Name the new survey.
8. Click Create Project.

After clicking Create Project, you’ll be taken to the Survey tab where you can begin editing your survey.

Qtip: You can also use surveys in your library as Reference Surveys.

---

Was this helpful?

  

---

Creating from a File

Any Qualtrics user can let you make a duplicate of their survey by giving you the survey’s QSF file. The QSF file acts as the survey template – it contains all the same settings, but none of the collected data. If you need to move a survey to a different account or duplicate a colleague’s project without getting access to the original, this method is great for you.

Before you can upload a survey to your Qualtrics account, you or the survey’s owner needs to get you the QSF file of the survey. See the linked support page for more instructions.

1. Navigate to the Projects page by clicking the XM logo or clicking Projects on the top-right. 
2. Click Create Project. 
3. Click Create From Existing. 
4. Make sure From a File is selected. 
5. Click Choose a .QSF File to browse for your survey file.
6. Name the survey.
7. Click Create Project.

After clicking Create Project, you’ll be taken to the Survey tab where you can begin editing your survey.

Qtip: Imported surveys will retain all the same settings as the original survey. This includes expiration dates, partial completion durations, Look & Feel settings, etc.

Qtip: To learn more about importing survey files, visit our Importing and Exporting Surveyspage.

---

Was this helpful?

  

---

Project Types

Warning: This section discusses premium features. If you do not have access to one of these features and would like to make a purchase or request a demo, contact your Account Executive.

When you create a project in Qualtrics, you have several options for Project Type. Each Qualtrics software has its own unique strengths, so the project type helps determine which software you can use.

PROJECT TYPE SYMBOLS

Research Core: Can include Survey, Imported Data, and Website / App Feedback projects.
Customer Experience: Can include Survey, Voice of the Customer, and Website / App Feedback projects.
Employee Experience: Can include Survey, Engagement, 360, and Pulse projects.

Qtip: You can sort your projects by Project Type!

PROJECT TYPE SOLUTIONS

If you need help further distinguishing between the software solution used to make your projects, look at the grey text below the project name. This subheader will specify the software solution you are using.

• Survey: Surveys are exactly what they sound like. Each one will have Distributions, Data & Analysis, and Reports tabs. The platform where you customize surveys is treated as synonymous with “Research Core,” because surveying your chosen population is at the core of conducting meaningful research.
• Imported Data: If you don’t want to create a survey before importing data to Stats iQ for analysis, you can create a standalone Stats iQ project.
• Website / App Feedback (Site Intercept): Seamlessly integrate feedback surveys to your website with Website / App Feedback projects.
• Voice of the Customer: Vocalize dashboards. Display data from your surveys here.
• 360: A 360 project. Analyze the relationships between participants who evaluate each other, and generate individualized reports for each participant.
• Engagement: An Employee Engagement project. Participants rate their engagement with the company. They are then organized into a hierarchy that reflects their role in the company. Then use dashboard reporting to restrict each employee’s access to the results.
• Pulse: An Employee Pulse project. Much like the Employee Engagement project, except that it can be repeatedly distributed over a certain time period to the same participants without copying the project or having to map multiple surveys to a dashboard for reporting.