SCRIMPS-STD: Test Automation Design Principles - and asking the right questions!
Qualtrics Introduction Presentation
1. An Introduction
to Qualtrics
For more information, contact:
Jeff Harvey
801.371.6682 ext. 6924
jharvey@qualtrics.com
2. Qualtrics Analysis
Qualtrics does more than create surveys. It is an entire research suite with the
ability to generate professional data analysis. With the best tools in research, you
can make decisions effectively and efficiently. Complete with graphs, tables, statis-
tics, cross tabulations and more, all of your reports dynamically update themselves
to include new data. Qualtrics cumulates all research needs in one convenient tool.
Polished Cross Tabulation
• Ability to sort advanced analysis usually only available with statistical
modeling software
• Analyze correlations between question responses or panel information
all within your account
• Report different groups side-by-side to see differences and similarities
Crross tabulation.
3. Effective Filters and Subgroups
• Use subgroups to separate your data according to characteristics of respondents
• Fully understand and correctly interpret your data
Filter feature.
Valuable Question and Survey Statistics
• Comprehensive survey statistics such as drop-out rates, average response
time per question, completion percentages and start times
• Evaluate where your surveys succeed and where they need improvement
• Automatic statistics generated for each question
FDirect export to Powerpoint.
4. Qualtrics Distribution
Respondents are the most valuable asset in survey research. Qualtrics Research
Suite gives you varied options of distribution to meet the needs of your audience and
the needs of your survey. These tools help you collect the information needed from
your panels as well as features to manage and track those who have answered your
surveys in the past and are answering your current surveys.
Specialized Survey Link
• Generate link to your survey
• Customize your link text
Survey distribution link.
Innovative Survey Mailer
• Send to a few respondents by simply typing an e-mail addresses
• Decide date and time to send the survey, who to send it to, and the invitation message in
one convenient location.
• Track who has taken the survey
5. • Send reminders and thank you messages to increase participation
• Save messages you send for future use in a personal library
Filter feature.
Versatile Ways to Reach Audience
• POLLS—Fast and interactive way to reach respondents
• EMBEDDED SURVEYS—A professional option that can be posted directly on a website
• POP-UP SURVEYS—Generated code avoids blocks on a website and an effective way to
reach direct audiences
Pop-up.
6. Qualtrics Enterprise Features
One of the most outstanding differences that separates Qualtrics Reporting Suite
from other online market research tools is its ability to be used by entire organiza-
tions. Everyone within your organization – Marketing, HR, R&D, Client Relations,
Upper Management – can benefit from Qualtrics. With Qualtrics Enterprise features,
managing accounts and within your organization have never been easier.
Branded Image
• Project your corporate image with a customized survey skin
• Multiple skins are available for multiple departments
• Use pre-created professional skins as well
Brand skin.
7. Customize User Control
• Administrator determines user capabilities
• Collaborate on surveys with customizable level of control
• Share survey results internally
User permissions.
Personalized Dashboards (Additional Service)
• Custom report compiles the information most important to you
• All the information you need in one place
• Updates in real-time
Sample survey.
8. Panel Management
Qualtrics lets you create your own panel or purchase one. These panels are used by
industry leaders for their research needs.
Practical Panel Options
• Upload a panel of respondents from a CSV file
• Embed data with respondents to help organize, sort and survey according to your need
• Create new panel members manually without bothering to upload a new file
• Sort through lists of panels according to members, data, or date last used
Upload a panel.
Valuable Sample Management
• Automatically generate samples
• Survey a random sample using conditions you can set, including embedded
data or recipient history
• Calculate sample size according to expected response rate
9. Panel management.
Sophisticated Panel Tracking
• Add survey results directly to panels as embedded data
• Track respondents and report who has completed, begun, or not started a survey
Discounted Qualtrics Panels
• Qualtrics has a panel team that has access to several million panel members
• Additional charge for this advanced service, based on valid completed responses
10. Qualtrics Reporting
Good analysis paves the way for proper decisions, but nothing happens without
good reporting. Qualtrics Research Suite offers customizable reports with several
options of graphs and tables so that you can present the data in a way that will
make decisions obvious. All of these reports reflect changes in real-time to stay
current with your most recent survey response.
Professional Custom Reports
• Fully dynamic, customizable reports that can be crafted with a variety of graphs
and tables
• Ability to highlight different sections or questions in your survey, different reports for
different people within your organization, or different reports for different subgroups
• Several real-time reports to quickly grasp implications of incoming data
Professional custom resports.
11. Effortless Public Reports
• Each report generates a website which automatically updates as new
data comes in
• Save paper, never wait for an attachment to load, simply distribute the link
and the report
• Password protected so data is only seen by preferred people within the organization
Public report.
Direct Export Reports
• Reports come ready to download into PowerPoint, Excel, Word, or PDF
• All graphs are professional in appearance and can be adapted to fit your preferred
look and style
Direct export to Powerpoint.
12. Qualtrics Survey Design
At Qualtrics, we listen to the needs of our customers and design our survey editor
to alleviate frustrating problems. With our research suite you can create a survey
faster than with any other software, and it still handles the most sophisticated
questions.
Convenient Question Library
• Qualtrics provides a library with hundreds of surveys and thousands of questions
• All industries and topics
• Use as a starting block to customize for your organization to save time
Impressive Question Types
• Over 86 ways to ask a question with point-and-click editing
• Multiple Choice, Matrix Table, Slider, Heat Map, Rank Order, Text Entry, Drill Down,
Grouping and more
• Ability to add multimedia graphics, videos, and audio
• Automatic choices as you type (i.e. if you ask about gender, Qualtrics puts male and
female as options)
• Click to add page breaks, copy questions, randomize order or move questions
Question types.
13. Outstanding Look and Feel
• Customizable brand skins for your organization
• Header, footer, graphic options
• Sleek, professional surveys that can be set for iPods, Blackberries, or other
mobile devices
• Add a back button, or a save and continue option for your respondent
Sample survey.
Functional Survey Capabilities
• BLOCKS—Have your questions organized into blocks for easy organization or branching
• ALERTS—Vital information set to trigger a response to gather key information or react
to vital concerns
• COMPLEX LOGICS — Eliminates questions that don’t pertain to a certain respondent
based on his or her answers
• CARRY FORWARD—Surveys customize themselves to respondents based on the
answers they select
• LANGUAGES—Build surveys that interact with respondents in their native language,
with over 30 Qualtrics language options
Complex survey design.
14. Site Intercept Capabilities
The new Site Intercept feature from Qualtrics will help you conduct simple, sophis-
ticated and powerful research. This new development will reach the people who
already come to you through these impressive capabilities.
Simple Set-up
• Conduct research on your website without going through the IT department. If
you want to alter surveys on your website, redirect previously sent out links, or
run multiple surveys at once, Site Intercept will save you time and money.
• Embedded survey, pop-up or poll: When you initially set up a Site Intercept, you
will get a small segment of code for IT to put into the website. After that, you will
never visit IT again.
Embedded survey.
Superior Surveys
• Create, change and edit embedded pop-up surveys that bypass pop-up blockers.
• Customize when pop-ups will appear.
• Only show to visitors every three days, only to 50% percent of them,
30 seconds after they arrive at site, etc.
• Use pop-under surveys.
• Pop-under surveys appear behind the web browser and come forward
when potential respondents navigate away from your site.
15. • Replace embedded surveys with a public report of its findings.
• Complete customization of the look and feel of embedded pop-ups.
Pop-up survey.
Incredible Flexibility
• Run unlimited surveys/pop-ups/polls on your website at simultaneously.
• Create, change and edit surveys that are embedded into your website.
• Create, change and edit polls on your website.
• Create HTTP redirects.
• Create standard links and periodically redirect them to new surveys/polls/
public reports/user defined URLs.
• Use quotas to decide what to present on your survey and when to deliver
a second survey.
• Decide what to deliver based on criteria you set.
• Prioritized delivery that specifies priority of Site Intercept actions.
• If survey A is delivered, then don’t deliver B. If not, deliver B.
Poll example.
16. Dynamic Criteria
Site Intercept provides for an expansive set of criteria and the ability to drop
through to multiple action sets as conditions are met. This means that if one
site intercept action set doesn’t result in a true statement, then it drops down
to the next action set and tests its condition. This continues until one is found
to be true.
Criterial manangement page.
There are a variety of possible conditions that you can choose from for your
research needs:
• Current URL
• Site History
• Visited URL
• First Visited URL
• Last Visited URL
• Only Visited URL
• Time Spent Visiting Site
• Date
• Day
• Time
• Status (of survey) Page where you design your pop-up, survey, or poll.
• Quota (of survey)
• Value of Cookie
• Site Intercept action count
17. We have attached a few relevant
case studies. Please let us know if
you would like more information
about Qualtrics clients.
18. FUEL TV
More Research for Less Money
Company Information Solution Result
FUEL TV is the only action sports television net- FUEL TV chose to implement Qualtrics, which Saves Money—A Qualtrics license costs
work in the United States. As a part of Fox Cable has enabled them to expand their capabilities to approximately 50% less than the 1 annual
Networks, FUEL TV is viewed in over 54 countries include the following initiatives: survey FUEL TV was previously conducting. For
and is available in 30 million US households. • Collect information and feedback during less money, the network is now getting more
events. FUEL TV brand ambassadors wander research.
Problem the events using iTouches to record data. This
FUEL TV was using firms to handle all their information is available in real time for manag- Better Research—FUEL TV can now do
survey research. The cost was inhibitive, and ers to view and analyze. This has helped them quarterly viewer surveys, test products, and
the staff was still required to perform lots of get more out of their events and learn how to gather information at events. This allows them
additional work, which distracted from their maximize the experience of participants. to respond to issues quickly and improve the
primary jobs and focus. customer experience continuously, rather than
• Qualtrics made it possible to increase the
just once per year.
frequency of their surveys from once a year to
The network was unable to do the additional quarterly. The increase in frequency meant that
research projects that were of interest to them. Increased Value—FUEL TV knows how to price
the data was fresh and enabled them to be more
Research costs limited them to a single annual products and maximize revenue from them.
informed when making decisions.
survey of viewers. They also know more about what viewers want to
• Inform their pricing strategy on different see. This enables them to constantly tailor their
products before they are released. This research content to their target audience.
With no in-house research tool, FUEL TV could
enables them to release their products at the
not perform ad hoc studies or gather informa-
right price, which assures they maximize their
tion at the numerous events they sponsor.
revenue.
QUALTRICS 2250 N. UNIVERSITY PKWY, 48, PROVO, UT 84604 CASE STUDY :: FUEL TV
19. Johnson Health Tech
REDUCED COST, INCREASED SOPHISTICATION
Company Information Solution • Get all the help they needed with Qualtrics’
Johnson Health Tech North America is a lead- They switched all survey programming to Qual- exceptional customer support
ing provider of a full line of cardiovascular and trics and brought the majority of their research
strength-training equipment for health clubs, projects in-house. Testimonials
vertical markets and homes. Its brands include “With Qualtrics I can design and execute the
Horizon Fitness, Matrix Fitness Systems and Vi- Qualtrics: same sophisticated research studies in-house
sion Fitness. • Improved the quality and sophistication of that previously would have required partnering
research projects handled in-house. with a research agency.”
Johnson Health Tech has been producing pre- • Dramatically reduced the cost of programm-
“Qualtrics customer support is truly exceptional.
mium fitness equipment since 1975 and is the ing large-scale quantitative projects.
They are friendly, responsive, and always go
world’s fastest growing manufacturer of fitness
above and beyond my expectations to help us
equipment. Result
achieve our project objectives.”
Switching to Qualtrics helped Johnson Health
Problem Tech: Kelly Colwin
They were outsourcing their major studies at a • Reduce outsourcing, allowing them to accom- Marketing Manager
large cost and doing smaller projects in-house plish more on a limited budget. Johnson Health Tech North America Inc.
with basic survey tools. They wanted to expand • Turn around projects faster by executing
their in-house research capabilities, stretch their in-house through Qualtrics’ easy-to-use
research budget further, and increase the sophis-
interface.
tication of their survey programming tools.
QUALTRICS.COM 2250 N. UNIVERSITY PKWY, 48, PROVO, UT 84604 CASE STUDY | JOHNSON HEALTH TECH NORTH AMERICA
20. Expedia, Inc.
How they use Qualtrics
Egencia, an
Expedia Inc. Company, uses
Qualtrics create
to and send customer
sat-
isfaction surveys over
all the world every day. They love that
Qualtrics’ has
advanced
functionality combined with incredible ease of use.
Why they love it?
“ It
has the
all advanced functionality need create
I to complex multi-
“
language surveys with skip logic and kinds question
all of types.
“ It’s much
duct
so
system
quick
faster
we’ve
group
and easier create
used. Plus, since
to
the
trainings other
so
surveys
system so
“
than with any other
is intuitive, I can
employees can
con-
create their
own
surveys with minimal assistance.
“ The survey tool is
the most important thing, but
they really come
through on support as well. Our account manager is a superstar
who has helped me through a couple of tight spots over the years.
Plus he’s
if not around, almost
anyone else
“
there happy jump
is to
in and try to help – and they usually can.
“ It’s great get
to
we
such high
a quality
and a
product while
it’s better
saving money
at the same time. Qualtrics had lower fees than a lot of
alternatives considered
“ product. That’s
a
pretty good combination.
-
Jeremy Farkas, Marketing
Manager, Business
Strategy Analysis,
&
Egencia, an
Expedia Company
Inc
What can Qualtrics do for you?
Qualtrics survey software is powerful enough for Expedia to send surveys worldwide
and dynamic enough to be used by 20% of the Fortune 500. Our clients start send-
ing out surveys the day they purchase Qualtrics. Qualtrics brings the sophistication
of professionally branded surveys in-house – giving you the power of a statistician in
any easy-to-use tool.
• Instant
Feedback – Gives you the ability provide
to
the perfect experience now.
• Qualtrics Support Team – Talented and trained statistical
experts are there to help you any time.
You can’t afford to • Professional and
Tailored Skins – Why not project
your
NOT use Qualtrics! corporate image? your
It’s survey!
21. The Conference Board
The Conference Board is a leader in management marketplace research, providing or-
ganizations around the world with data essential to becoming leaders in their industry.
They have been a longtime Qualtrics client, sticking with us through each makeover.
Dr. Henry Silvert, research
associate and statistician the
at Conference Board, talked
with us about why the leading management research firm relies on Qualtrics for cred-
ible, leading research.
Why they love it?
“ Before Qualtrics, we were with a company offering a similar tool that was
very cumbersome. Qualtrics has enabled us to streamline our research:
with so many different departments, we needed something that was
standard everyone use, that easy use. In
for to is to the beginning, we
had a lot of questions, but the ease of the product and the helpfulness
of the support staff
have been invaluable. Sometimes need
we as-
sistance incorporating questions and responses—the support staff has
helped us learn how to allow the correct information into each survey.
We use Qualtrics HR
for management research and council surveys.
Qualtrics allows us to do a lot of very simple surveys quickly and ef-
ficiently that
would have otherwise been very
a taxing task. We have
nearly 150 councils that take paperless surveys instantly, with results
immediately available. In addition have
we several-question, content-
oriented surveys 3-4 times a year, along with very in-depth surveys which
we do about 20 a year.
On our end, it a
is really easy use
to platform —we’ve been with Qualtrics
before they were even Qualtrics, Every time they come out with a newer
tool, it has been easy to go back and forth.
“
The most important thing for me and for our organization is that Qual-
trics is so easy to use, hands-down, most important.
-
Henry Silvert, Research
Associate and Statistician, The
Conference Board
What can Qualtrics do for you?
Qualtrics survey software is powerful enough to do extensive management market-
place research for The Conference Board and dynamic enough to be used by 15% of
the Fortune 500. Our clients start sending out surveys the day they purchase Qual-
trics. Qualtrics brings the sophistication of professionally branded surveys in-house
– giving you the power of a statistician in any easy-to-use tool.
• Instant
Feedback – Gives you the ability provide
to
You can’t afford to
the perfect experience now.
• Qualtrics Support Team – Talented and trained statistical
NOT use Qualtrics! experts are there to help you any time.
• Professional and
Tailored Skins – Why not project
your
corporate image? your
It’s survey!