Frequently Asked Questions about Qualtrics

Qualtrics provides answers to many of your questions within their Qualtrics Insight Platform site. Here are answers to some SMU specific questions about using Qualtrics.

 

As long as they have an SMU ID number and password, they can use Qualtics. Basically, all faculty, staff and students can use the service.
Please have the other user log in to Qualtics at least once before sharing a project/survey with them.
  1. Edit Project
  2. Under the Survey tab,  Click on Survey Flow
  3. Beneath the Default Question Block click on the Add a New Element Here link
  4. Choose Authenticator
  5. Set Authentication Type to SSO
  6. Deselect Associate Respondent with Panel
  7. Change SSO Type to Shibboleth
  8. Find the Move link in the Default Question Block (above the authenticator block you just created).
  9. Click on the Move link and drag the Default Question Block down into the authenticator block you just created.
  10. Click the Save Flow button at the bottom right.

To enable that feature, you will need to require them to be logged in with their SMU ID and password.

  1. Follow the above steps to require a Hampshire login in order to submit a response to your form.
  2. In the survey flow section, check the box labeled "Capture respondent identifying info" and set the below options before saving the flow.
    • For first name, you will need to change the field on the left from "Embedded Data to Set" to "First Name" and change the field on the right from "Field from SSO" to "givenName".
    • For last name, you will need to change the field on the left from "Embedded Data to Set" to "Last Name" and change the field on the right from "Field from SSO" to "sn".
    • For email address, you will need to change the field on the left from "Embedded Data to Set" to "Email" and change the field on the right from "Field from SSO" to "email".