Qualtrics Survey Tool

1. Go to qualtrics.uvm.edu

   You must log in to Qualtrics from the UVM URL, qualtrics.uvm.edu, rather than the main Qualtrics site. UVM credentials will not work if accessed using the non-UVM URL.

2. Log in with your UVM NetID and password, then Duo Multi-Factor Authentication.
   If you do not have MFA set up, see the Duo Multi-Factor Authentication guide to enroll a device.
3. Click Create a project (or + in the same location in smaller browser windows).
   
4. Click Survey.
   
5. Click Get Started.
   
   This will bring you to the Survey Editor for your first survey. For more information on creating surveys and Qualtrics in general, see the guides linked below.

You may find it necessary to require UVM NetID authentication for survey takers, the steps below will guide you through the process of adding authentication as a requirement.

1. Log in to https://qualtrics.uvm.edu and select an existing survey, or choose to create a new survey.
2. Select the Survey Flow icon, then click the Add a New Element Here link.
   
3. Click the Authenticator button.
   

   
   It is important that the newly created Authenticator block is at the top of the Survey Flow. If needed, Move the block to the top of the Survey Flow.

4. Enter the following settings:
   • Authentication Type: SSO
   • SSO Type: Shibboleth
   • Connection: UVM NetID without Duo Authentication or UVM NetID with Duo Authentication
     
5. Apply the changes, then re-publish your survey.
6. The survey will now prompt participants for NetID authentication.

Qualtrics Support site has a number of written guides on survey creation, distribution, analysis, etc. All guides can be accessed from qualtrics.com/support, but for links to the basic overviews of each section within the Survey Editor, see below:

• Survey
• Actions
• Distributions
• Data & Analysis
• Reports

Qualtrics provides video guides on their Experience Basecamp site. To access these guides, follow these steps to log in:

1. Go to basecamp.qualtrics.com
2. Navigate to a video you would like to watch.
   1. If you’re not sure where to start, click the box that says “New to CoreXM? Start Here.”
   2. Click Configuring Your CoreXM Project then BEGIN.
   3. Click Building a Survey to Capture X-Data then Creating a Project.
      You will now be brought to the login page.
3. Select Sign in with SSO at the login.
4. Enter “uvermont” as the Organization ID, then click Continue.
5. If not already logged in elsewhere, you will be asked to log in with your UVM NetID and password, then Duo Multi-Factor Authentication.
   If you do not have MFA set up, see the Duo Multi-Factor Authentication guide to enroll a device. You will need this to log into the UVM Qualtrics site as well.
6. You should now be logged in and able to start the first video.