QUALTRICS SURVEY SYSTEM

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Default Flow USC Marshall School of Business Marshall Information Services QUALTRICS SURVEY SYSTEM ing Asking Alternate Questions This guide covers how to use ing to ask respondents a set of

It also has numerous other uses as well, the most common of which is to skip over a block of questions or to end a survey.

In general, ing should be used over Skip and Display logic when any of the following is true: You wish to ask additional questions based on a response to a previous question.

1 Default Flow USC Marshall School of Business Marshall Information Services QUALTRICS SURVEY SYSTEM ing Asking Alternate Questions This guide covers how to use ing to ask respondents a set of questions that they will only see if they answered a previous question in a specific way. It also has numerous other uses as well, the most common of which is to skip over a block of questions or to end a survey. Note that both Skip and Display Logic also allow you to hide questions; however, they cannot be used to display additional questions. In general, ing should be used over Skip and Display logic when any of the following is true: You wish to ask additional questions based on a response to a previous question. There are multiple skip or display conditions in your survey. Surveys are more complex. Characteristics of ing 4 5 ing Utilizes Blocks A Block is a group of one or more questions. Because you can only branch to a Block, the set of questions you are branching to () must be in a separate block from the question block you are branching from (). For example, the survey will only branch to if in was answered in a particular way. 4 5 Survey Flow is Top Down Unless es Used When questions are in blocks but there are no branches or a branch is not taken, the default survey flow will be from the top block down sequentially. For example, first the questions in will be asked; then, if the survey doesn t branch, the questions in are asked; and then, the questions in Block C are asked. Block C Q5 4 5 Flow Returns to the Next Block on the Main If a branch is taken, once all of the questions on the block it leads to are exhausted, the flow of the survey will return the next block back in the main flow.* For example, once the questions on have been answered, the survey will automatically go to the first question in. Q5 Q6 * Unless of course if there is another branch after in which case it would continue down the branch but it would eventually return to the main flow () once it reaches the final block on the branch. There is one exception: You can branch to an Survey element rather than a block element which would end the survey. Marshall School of Business Wayne Wilmeth Qualtrics_ing_Nov2012.docx 11/13/12 Page 1 of 13

4 5 6 7 ing Occurs After Last Question on Block ing does not occur until all questions on the block have been presented.

Note, that you can hide,, & with Skip or Display Logic.

H 4 5 6 7 8 J K Block S 0 Block Q 0 1 A Block can have Multiple es A block can have multiple branches off of it.

A 4 Did you Graduate High School? 5 Were your Parents Divorced? 6 Do you like School? Y if 5 is No.

taken from the same block, then the branch which is taken first is the branch which occurs first in the branch order not the

2 ing Occurs After Last Question on Block ing does not occur until all questions on the block have been presented. For example, is the question that triggers the branching to ; however, branching will not occur until,, and have been presented. Note, that you can hide,, & with Skip or Display Logic. H J Block S 0 A can have Sub es You can make a branch off of any block regardless of whether the block is already in a branch or not. For example, H leads to. Once s questions are exhausted, the survey may or may not take J to Block S depending on the response to a question in. H J K Block S 0 Block Q 0 1 A Block can have Multiple es A block can have multiple branches off of it. For example, J and K are both off of. The survey flow can take J, K, neither, or both depending upon the answers given in. A 4 Did you Graduate High School? 5 Were your Parents Divorced? 6 Do you like School? Y if 5 is No. Block S 0 Z if 4 is Yes Block Q 0 1 Blocks with Multiple es Sequence goes in Order If branch logic allows multiple branches to be taken from the same block, then the branch which is taken first is the branch which occurs first in the branch order not the question order. For example, in the diagram above, if the responder s answers to 4 and 5 allowed both Y and Z to be taken, the survey would go down Y first to Block S and then go down Z to Block Q. This is because Y is above Z in the branch order. It doesn t matter that 4 was before 5 in the block. Marshall School of Business Wayne Wilmeth Qualtrics_ing_Nov2012.docx 11/13/12 Page 2 of 13

Default Sequence A 4 5 6 Y Block S 0 Are you interested in more information? F If 0 No.

the survey will return to the next block back in the main survey flow (unless the branched block has another branch).

If you would like to end the survey at the end of a branch, you can branch to the Survey element.

element. If the branch leading to the Survey element is executed and is sequentially before its sibling branch, the sibling branch will not activate.

3 Default Sequence A Y Block S 0 Are you interested in more information? F If 0 No. Survey Survey You can a Survey Early by ing to the Survey Element As we illustrated on the previous page, when you go down a branch, once the last question on a block has been answered, the survey will return to the next block back in the main survey flow (unless the branched block has another branch). In other words, the flow will return to the block it would have gone to if the branch had not been taken. If you would like to end the survey at the end of a branch, you can branch to the Survey element. In the example above, if the user s answers NO to 0 on Block S, F will take them to the Survey element the survey will end. If they do not answer NO, the survey will go to and ask them &. A 4 Did you Graduate High School? 5 Were your Parents Divorced? 6 Do you like School? Y if 5 is No. Survey Z if 4 is Yes Block Q 0 1 Excluded Survey can Prevent Access to a Sibling Be careful when you have two branches off of the same block and one of the branches leads to the Survey element. If the branch leading to the Survey element is executed and is sequentially before its sibling branch, the sibling branch will not activate. The Survey element always ends the survey as soon as it is reached. In the illustration above, if the responder s answers allow both Y and Z to be executed, because Y is above Z, it will be executed first and the survey will end. Z will never be taken and the user will not see the questions on Block Q. If you do wish to ensure that Z gets executed as well, you need to place it sequentially above Y as shown to the right. 4 Did you Graduate High School? 5 Were your Parents Divorced? 6 Do you like School? Z if 4 is Yes Y if 5 is No. Block Q 0 1 Survey Marshall School of Business Wayne Wilmeth Qualtrics_ing_Nov2012.docx 11/13/12 Page 3 of 13

4 Default Flow Default Flow Default Flow Survey Flow will go to the Next Block When blocks are sequentially one after the other on the same branch and there is no branch logic, after the questions on one block are answered the survey will go to the next block automatically. For example, if the survey goes down branch 1 (B1), the responder will answer questions on Block Q, then Block R, and then the survey will end. You don t have to place a branch and branch logic between different blocks on the same branch for the flow to go to the next block (or Survey element) in the sequence. Block C B1 Block Q Block R Skipping to a Specific Block As we covered above, once you complete a branch, you will be returned to the next block in the default flow of the survey (unless there is another branch or Survey element.) For example, after completing the questions on Block R, you be automatically returned to. B1 Block Q Default Path Block R What if after Block R, you wanted to be taken to Block D in effect skipping blocks B & C? This can be done but you will have to reimagine your survey flow structure and forgo use of the default flow. (While Qualtrics does allow Skip Logic on the same block, it doesn t not between different blocks.) The solution is below. Block C Block D Desired Path Solution You must place a branch condition which takes the survey down this branch if B1 is not taken. This is most easily accomplished using Not Selected branch logic. START En You must place the block you wish to jump to (and the end survey element) at the end of the branch you are taking. Block D Block C B4 B1 Block Q B2 Block R B3 Block D You must move all of the other blocks from the default flow to a new branch and give them an end survey element as well. Note that you do not have to place conditions between them. After the questions on a block are complete, Qualtrics will go to the next block on the same branch unless there is branch logic which prevents it from doing so. While there is still a default flow, it is never taken and there are no blocks on it. Marshall School of Business Wayne Wilmeth Qualtrics_ing_Nov2012.docx 11/13/12 Page 4 of 13

Once the questions on the block that was branched to are exhausted, the survey flow would return to the main flow. If more than one branch can be followed then it will go in the branch sequence.

5 Not No Path if no Logic Met Default Question Block What is your gender? Male Female Please indicate your highest level of education? High School Undergrad Graduate A Question can have Multiple es You can create multiple branches off of a single question on a block. Qualtrics will only execute a branch if the branch s logic is met. Once the questions on the block that was branched to are exhausted, the survey flow would return to the main flow. If more than one branch can be followed then it will go in the branch sequence. If High School High School Block Q Why didn t you pursue education after High School? if Undergrad Q Do you feel college is necessary for your occupation? Yes No If Graduat Undergrad Block Q Now that you have an undergrad degree, you would like a graduate degree? Yes No Grad Block Q What prompted you to pursue a graduate degree? Money Career Advancement Career Change Last Block Q What is your yearly income? Under 30K Between 30k and 50k Over 50K Q What is your marital status? Single Married Significant Other END if No at Do you feel college is necessary Here we decided to end the survey if the user selected No to the second question in Block 2. We did this by branching to the Survey Element. END Overview of the Survey s Logic (Note that the use can only choose one answer for each question) If the user doesn t answer Question 2, then the survey will proceed to the questions on Last Block. If they select High School, they will branch to the High School Block. If they select NO to the second question in High School Block, their survey will branch to end. If they don t select No, they will continue on to Last Block. If they select Undergrad, they will branch to Undergrad Block. After those questions are answered, they will go to Last Block. If they select Graduate, they will branch to Grad Block. After those questions are answered, they will go to Last Block. Marshall School of Business Wayne Wilmeth Qualtrics_ing_Nov2012.docx 11/13/12 Page 5 of 13

By default, the survey will flow through all of your blocks from the top down. To make block access conditional: a. Delete the block from the flow. b. Add a branch containing a condition.

You will use this environment to specify the flow the survey takes through your blocks of questions using branch logic.

The branch is only taken if in the block above, the respondent answered High School in the question about their highest level of education. Make Smaller /Bigger Zooms the window in and out.

6 By default, the survey will flow through all of your blocks from the top down. To make block access conditional: a. Delete the block from the flow. b. Add a branch containing a condition. c. Hang the deleted block on the branch. The Survey Flow Environment / Basic Steps The screen below is accessible by clicking the Survey Flow button located on the Edit Survey tab. You will use this environment to specify the flow the survey takes through your blocks of questions using branch logic. In this example, we removed the High School Block from the flow and then added it back in under a branch. The branch is only taken if in the block above, the respondent answered High School in the question about their highest level of education. Make Smaller /Bigger Zooms the window in and out. Add Below Adds an element directly below the block. Move Drag the word Move to rearrange blocks or place them on branches. Duplicate Makes a copy of the block. Delete Removes a block from the survey flow but does not delete the actual block of questions. Marshall School of Business Wayne Wilmeth Qualtrics_ing_Nov2012.docx 11/13/12 Page 6 of 13

7 Adding a Clicking the Add a new Element Here or Add Below button displays the menu described on this page. This guide covers adding the following items: Blocks, es, and of Survey. Block Use this to hand a block on a branch or simply place a deleted block back in the survey flow. Use this to create a conditional branch. Any block added to the branch will only be seen if the condition is met by the end users. of Survey This can be inserted anywhere in the survey to end the survey early. Typically, it is hung on a branch and is only executed if the condition is met. Other Items you can Add Though not covered in this guide, some of the other items you can add are: Embedded Data Embedded Data You can use this to record which branch was taken. It generates a new column in the report. Randomizer - Blocks placed in here will be randomly presented. Web Service This can be used to pull data from a web page such as a date or news feed. Authenticator This can be used to have respondents log into a survey without having to send them a unique link. It does this by verifying what they have typed against user information you have stored in a Qualtrics panel. Table of Contents Presents the block names as a clickable table of contents that can appear at the beginning or end of the survey. Conjoint Analysis Allows you to add a self-explicated conjoin to your survey. Marshall School of Business Wayne Wilmeth Qualtrics_ing_Nov2012.docx 11/13/12 Page 7 of 13

8 BRANCNING EXERCISE In this example, we will create the survey below. Note that it contains three blocks of questions. The High School Block is only seen if the user selects High School on the Default Question Block. If the user answers No to this question, the survey ends; otherwise, it continues on to the next block by default. END END Marshall School of Business Wayne Wilmeth Qualtrics_ing_Nov2012.docx 11/13/12 Page 8 of 13

Part 1: Create the Survey Blocks Our flowchart on the previous page shows that our survey has 3 blocks.

Create the questions shown on the previous page.

9 Part 1: Create the Survey Blocks Our flowchart on the previous page shows that our survey has 3 blocks. Qualtrics has already created the first one for us leaving us to create the 2 remaining blocks. 1. Click Advanced Options. 2. Click Add Block. 3. Repeat steps 1 & 2 to create a third block. Part 2: Rename the Blocks 1. Click the names of each block to rename them as shown below: Default Question Block Default Block Block 2 High School Block Block 3 Final Block Part 3: Create the Questions for Each Block 1. Create the questions shown on the previous page. Part 4: Access Survey Flow & Remove the High School Block from the Default Flow To complete these next steps, we will need to be in the Survey Flow environment. 1. Click the Survey Flow button located at the top of the screen. 2. Click the Delete button next to the High School Block. 3. Click OK at the warning message. (Note this only removes it from the survey flow; it does not delete the actual block itself. If you accidently deleted the wrong block, you can always add it back to the flow using the Add Below button.) Marshall School of Business Wayne Wilmeth Qualtrics_ing_Nov2012.docx 11/13/12 Page 9 of 13

Part 5: Adding the High School If we want anyone who answers High School

question on the Default Block, then our branch must come directly after

Click the Add Below button on the same row our Default Block. 2.

Create the condition as shown below then click OK.

education, High School is Selected, then take the branch. 5.

10 Part 5: Adding the High School If we want anyone who answers High School to go to the High School Block immediately after completing the last question on the Default Block, then our branch must come directly after our Default Block. 1. Click the Add Below button on the same row our Default Block. 2. In the What do you want to add? window, click. 3. Click Add a Condition. 4. Create the condition as shown below then click OK. We are basically saying: If in the Question: What is your highest level of education, High School is Selected, then take the branch. 5. Click the Add a new Element Here to hang our High School Block on the branch we created above. Marshall School of Business Wayne Wilmeth Qualtrics_ing_Nov2012.docx 11/13/12 Page 10 of 13

6. In the What do you want to add? window, click Block. 7.

Your survey flow should now look like the image below.

Part 6: Terminate Survey if No is chosen at a college degree necessary In this last step, we do not

11 6. In the What do you want to add? window, click Block. 7. Click the Select a Block drop down arrow and click High School Block. Your survey flow should now look like the image below. As it stands, users will only go to the High School block if they selected High School in the question back on the default block. Once they are done with the High School block, the survey will proceed to the Final Block. Part 6: Terminate Survey if No is chosen at a college degree necessary In this last step, we do not want the user to go on to the Final Block if they selected No to the question Is a college degree necessary for your occupation?. 1. Directly below the High School Block, click the Add a new Element Here button. Marshall School of Business Wayne Wilmeth Qualtrics_ing_Nov2012.docx 11/13/12 Page 11 of 13

6. In the What do you want to add? window, click. 7. Click Add a Condition. 8. Make the setting shown below then click OK.

Click the Add a new Element Here button immediately below your branch. 10. Click of Survey. 11.

Note that there is no indication once you are out of the Survey Flow environment that there is any branching. 13.

12 6. In the What do you want to add? window, click. 7. Click Add a Condition. 8. Make the setting shown below then click OK. You are basically saying: If in the Question Is College Necessary for your the user Selected No, then take the branch. 9. Click the Add a new Element Here button immediately below your branch. 10. Click of Survey. 11. Your survey should look like the image shown on the next page. 12. Click Save Flow to leave the Survey Flow environment. Note that there is no indication once you are out of the Survey Flow environment that there is any branching. 13. To test your branching, click the Preview Survey button at the top of the page. Marshall School of Business Wayne Wilmeth Qualtrics_ing_Nov2012.docx 11/13/12 Page 12 of 13

Using AND & OR in a Condition A condition can be based upon

For example, you can say only go to the High School Block if

With AND the user must answer both questions correctly for the

13 Using AND & OR in a Condition A condition can be based upon multiple criteria. For example, you can say only go to the High School Block if they answered High School AND they answered Male to the gender question. While editing a condition, click the plus sign to add compound criteria to the condition. Use this button to specify an AND or an OR condition. With AND the user must answer both questions correctly for the branch to be taken. With OR the user just has to answer one of the questions correctly for the branch to be taken. Marshall School of Business Wayne Wilmeth Qualtrics_ing_Nov2012.docx 11/13/12 Page 13 of 13

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