Qualtrics is a powerful online survey tool available to all UNC Chapel Hill faculty, staff, and students, for UNC-related projects. UNC Healthcare is not covered by the UNC Chapel Hill Qualtrics license.
Qualtrics allows you to build complex surveys that fulfill a variety of research needs. You can use this tool to build surveys, distribute surveys and analyze responses, all from one convenient online location!
Important Alert: Qualtrics is Deprecating Triggers for Emails and Contact Lists
Qualtrics plans to deprecate the email trigger and contact list trigger tools in January 2021. These functions fire an action you have specified when someone completes your survey. This alert does NOT apply to regular survey invitation and reminder email distributions. To assist you in converting existing triggers or creating new ones using Actions, the Odum Institute has created an Actions Help Document. If you currently use triggers, please read this help document now.
The UNC Qualtrics Tips and Tricks document provides additional helpful information.
Option 1: Consult Qualtrics Online Help Documentation.
Option 2: To contact Qualtrics Support by chat or email, use the “Help” option in the top right corner of every screen when logged into your Qualtrics account, or select “Contact Support” on the Qualtrics website. Look for the option to “sign in with sso” and enter “unc” as the organization ID. You will be routed to the UNC single signon screen to enter your onyen and password.
Option 3: Telephone Qualtrics for assistance at 1-800-340-9194 from 9am to 8pm Eastern. Qualtrics will need your username, which is your UNC PID followed by #unc (e.g. 456345789#unc). Your username is not your onyen.
Option 4: The Odum Institute for Research in Social Science offers consulting on a walk-in basis. For hours and details see http://odum.unc.edu/qualtrics-support.
Institutional Review Board Information:
Many Qualtrics projects involve collaboration. If your collaborators need to preview your survey before it goes live, click the Preview Survey button in Qualtrics and copy the link that opens in the new browser tab. Share that link with your collaborators and they will be able to experience the survey as it will be seen by your respondents.
If collaborators need to edit or distribute a survey that resides in your account, refer to the Sharing Access to Surveys help document.
To request transfer of ownership of a survey from one UNC Qualtrics user’s account to another UNC user, please follow the steps at www.go.unc.edu/QTransfer.
UNC Qualtrics users now have access to the SMS distribution module. While the license fee is paid by the university, an individual must pre-purchase an allotment of text messages for their account in order to distribute surveys via SMS. The minimum allotment of text messages available for purchase is 50,000 messages for $500, paid directly to Qualtrics. Therefore, minimum cost to access the SMS module is $500. Text allotments are user-specific and cannot be shared with other users, but they never expire once purchased.
From within the Qualtrics interface, the SMS module allows the user to text Qualtrics survey links to any mobile number within or outside the U.S., provided the owner of the device has given prior express consent. Two-way functionality is also available within the U.S. or the U.K. Two-way SMS allows survey questions and answers to be transmitted one question at a time over separate SMS messages, but may not be used to collect sensitive data.
For questions about capabilities of the SMS module, see the Qualtrics SMS support page. To request access to the SMS module, complete the SMS Request Form. This agreement details the legal requirements of the Telephone Consumer Protection Act, and explains cost and billing procedures. Additional questions may be directed to email@example.com.
Tableau users now have access to the Qualtrics connector. This feature allows you to connect Tableau to Qualtrics data directly and avoid having to download the data from Qualtrics to visualize them in Tableau. This requires a Tableau Creator license. For questions about cost and access to Tableau, please see the ITS Tableau page or consult IT staff in your own department
To sign in to the app after download, you must have internet access. Look for the option to “sign in with sso” and enter “unc” as the organization ID. You will be routed to the UNC single signon screen (including Duo) to enter your onyen and password. All UNC accounts are already provisioned for creating an API token, which is needed by the offline app.
Do not ever log out of the app if there are completed surveys stored on your device. They will be deleted and are unrecoverable! Please see the Qualtrics Support page for further information.
The REST API provides developer tools to access Qualtrics data and functionality, enabling automation of repetitive tasks and/or integration with other databases.