How Do I Save A Custom Questioniarre To Templates In Ptdistincton

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About Creating a Project

A project consists of a survey, distribution tape, and drove of responses and reports. Y'all tin create a new survey projection from scratch, from a copy of an existing survey, from a template in your survey library, or from an exported QSF file.

Attention: It is not currently possible to copy a guided solution projection.

Browsing the Catalog

The catalog is where you can find all the unlike types of projects you lot can create in your Qualtrics account. Y'all tin ever get to the catalog in one of 3 ways:

From the peak-level navigation, select Itemize.
From the Projects page, click Create project.
From the homepage, clickCreate a new projection.

Along the side, you can use the filter groups to narrow down what options you accept to choose from. At that place are a lot of unlike things you lot tin can choice from in the catalog, and what yous run into will depend on your license and your account permissions. Clicking on an item volition filter the catalog to display but the projects that meet that criteria. You can click on additional items to further narrow the bachelor options. Items volition be grayed out if they cannot be combined with your current filter criteria. You tin can also use the search part to search projects by keyword.

available filter groups in the catalog

Available Filter Groups

Type: The type of projection.
What you lot're measuring: The audience being measured (e.m., Customers, Employees, Website and app visitors).
Department: The department that is being measured (east.m., Customer experience, Human resources, It).
Use example: The goal for the project (due east.g., Brand tracking, Market research, Workplace experience).
XM category: The product category (due east.g., BrandXM, CoreXM, CustomerXM).
What's included: What is included in the project (eastward.yard., Guided setup, Pre-built dashboard).

Qtip: Selecting items from different filter groups will narrow your search, as only projects that meet all of your selected criteria volition be displayed. Selecting items from the same filter group will broaden your search. In the screenshot beneath, the catalog will display both CoreXM and EmployeeXM projects. multiple filters selected in the projects catalog

Qtip: To get access to features yous don't take, talk to your Brand Ambassador. They can either adjust your permissions if it's a feature your brand has already purchased, or they can accomplish out to your brand'due south Account Executive if yous are interested in upgrading your license.

a GIF of scrolling through the catalog to get a feel of the different available projects

Projects from scratch: Create a new project without starting from a template. This is where y'all'll find options such as Surveys, Dashboards, Website & App Feedback, Frontline Feedback, Imported Data, and more. Run across a list of project types.
Programs: When you create a program, it tin can come up with a whole host of pre-built projects, such equally expert-designed surveys, dashboards, and intercepts, all in one container with key metrics highlighted on the first page.
Guided projects : These are more complex than templates in that they have you lot through the survey creation, distribution, and reporting process process step-past-step. The content in guide projects are based on industry-standard research designs and perfected by bailiwick-matter experts. These used to exist called XM Solutions.
Projection templates : Instead of starting with a blank project, you can likewise commencement with a Qualtrics template. These pre-made projects provide a starting place for Experience Management, with content developed by subject area-matter experts.

Qtip: Sometimes not all available templates or guided solutions will exist listed at once – click the See all button to expand the list.

Creating a New Survey Project

Bare survey projects are surveys yous build from scratch.

Click the global navigation in the meridian-left, next to the XM logo.
Select Itemize .
Choose either CoreXM or your desired XM category.
ClickSurvey. This project blazon is found in the "Projects from scratch" section of the Catalog.
Qtip: When created, the project will fall in the default "Uncategorized" folder. You tin can always move your survey to a different folder after on. Meet our organizing your projects folio for more information near folders and subfolders.
ClickGet started.
Enter a Name for your survey.
Choose Create a bare survey project.
Click Create projection.

After clicking "Create project," you lot'll be taken to the Survey tab where you can begin adding questions to your survey.

For most people, you volition want to brand sure CoreXM is selected when you create a project, only you can select Survey in most whatsoever category you take access to. The category y'all choose for your survey cannot be changed later. It is there for you to organize your projects by theme. These categories likewise let you to access other softwares, such equally CX Dashboards (under CustomerXM) or Engagement projects (under EmployeeXM).

Creating from a Copy

Attention: Information technology is not currently possible to copy a guided solution project.

Click the global navigation in the acme-left, adjacent to the XM logo.
Select Catalog .
Choose either CoreXM or your desired XM category.
ClickSurvey. This projection type is found in the "Projects from scratch" section of the Catalog.
ClickBecome started.
Enter a Proper noun for the copy.
Select Copy a survey from an existing projection.
Choose the survey you would similar to copy.
Click Create project to end.

After clicking "Create project," y'all'll exist taken to the Survey tab where you lot can begin editing your survey.

Qtip: Copied surveys volition retain all the same settings as the original survey. This includes survey availability dates, incomplete survey response settings, wait and feel settings, etc.

Qtip: Y'all can copy a project to an other user's account in your organisation past using the project actions menu.

Creating from the Survey Library

You tin re-create a survey from a library and use it as a template for your new project. You can re-create from your personal library, your organisation'due south library, and the Qualtrics Library (which contains many ready-to-use surveys).

Click the global navigation in the top-left, next to the XM logo.
Select Catalog .
Cull either CoreXM or your desired XM category.
ClickSurvey. This projection blazon is institute in the "Projects from scratch" section of the Catalog.
ClickGet started.
Enter a Proper noun for the new survey.
Select Use a survey from your library.
Choose the library the survey you desire to copy is saved to.
- Personal library: Choose from one of your ain surveys.
- Group library: Choose from surveys owned by a grouping.
- Qualtrics library: Choose from surveys within the Qualtrics database. Choose the library from which yous desire to pull the survey.
Cull the survey you lot desire to re-create.
Click Create project.

Creating from a File

Any Qualtrics user tin permit you brand a duplicate of their survey by giving you the survey's QSF file. The QSF file acts every bit the survey template – information technology contains all the same settings, but none of the collected data. If y'all need to move a survey to a unlike account or duplicate a colleague's projection without getting access to the original, this method is great for you lot.

Before you can upload a survey to your Qualtrics account, y'all or the survey'south owner needs to get you the QSF file of the survey. See the linked back up page for more instructions.

Click the global navigation in the top-left, adjacent to the XM logo.
Select Catalog .
Choose either CoreXM or your desired XM category.
ClickSurvey. This project type is found in the "Projects from scratch" department of the Itemize.
ClickGet started.
Enter a Name for the survey.
Select Import a QSF file.
Click Cull File to browse for your survey file on your computer.
Click Create project.

Later on clicking "Create projection," you lot'll be taken to the Survey tab where you tin begin editing your survey.

Qtip: Imported surveys will retain all the same settings every bit the original survey. This includes survey availability dates, incomplete response settings, look and feel settings, etc.

Creating Projects from Guided Solutions

Solutions help y'all build questions and blocks based on information y'all prepare, such equally product names or the method you lot'd like to use to collect information. The question structures used in solutions are based on industry-standard research designs and perfected by subject-matter experts.

Solutions are unlike from templates, in that templates create a survey for yous, whereas solutions take you step by stride through the survey creation, distribution, and reporting procedure. Yous can look through a listing of solutions in the XM Marketplace.

Click the global navigation in the acme-left, next to the XM logo.
Select Catalog .
Select the desired product line.
Scroll down to the Guided projects section of the Catalog.
Select the project you want to use. Make sure to read the project summary so you lot know what's included and the best use case for the projection.
ClickBecome started.
Name your projection.
ClickCreate project.
Fill out the fields. These components will vary based on the solution you lot selected, and come with detailed descriptions of their purpose.
When finished, clickFinish.
Once the initial setup is completed, use the Guidance panel on the right manus side to go on setting up your project.
To advance through the Guidance console, follow the steps shown and click the blue buttons to continue.
Use the tabs along the top if you lot'd like to edit components not included in the principal step. For case, you lot can go to the Survey tab to edit the survey theme and add demographic questions, whereas you can go to the Distributions tab to download an distribution history for emails y'all've sent.

Guidance

When yous edit a guided solution, you'll notice a card labeledGuidance open on the correct. This menu will guide y'all through the solution while y'all are on other sections of the project.

the guidance panel open on the right side of the survey builer

You tin can perform several functions with this guide:

a zoom-in of the guidance panel. the different aspects are numbered

The checkmark shows you steps that you've already completed. As yous perform tasks in Qualtrics, these steps will check themselves to bespeak they are finished. Yous can also click Done in a section to mark it as complete.
Click a header to expand and collapse its content.
Click the links to outset performing that function in Qualtrics. For example, clicking Preview Survey takes you to your survey's preview.
When finished with a department, clickDone to be automatically brought to the next.
Sections yet to exist completed will have a lock symbol. You need to consummate previous steps before completing the locked steps.
Click theX to shut the menu and the push button on the topmost-right to open information technology again.

Creating from a Template

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

Click the global navigation in the peak-left, adjacent to the XM logo.
Select Catalog .
Select the desired product line.
Scroll down to the Project templates department of the Catalog.
Select the template you want to use. Read the panel on the right hand side to brand certain it's the project template you want to use.
ClickGet started.
Fill out the appropriate information. Some templates only ask that you name them, while other volition ask for more than details, such as company names or ambassador emails.
When y'all're fix, click Create project.

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

the project fields block in the survey editor for a template

Project Types

Alert: This section discusses premium features. If y'all do not have access to 1 of these features and would like to brand a buy or request a demo, contact your Business relationship Executive.

When you create a projection in Qualtrics, you have several options for project type. Each Qualtrics software has its own unique strengths, so the project blazon helps make up one's mind which software yous tin employ.

Meet Selecting Your Project Type.

FAQs