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Qualtrics Survey System

Creating a Panel

The Qualtrics Survey Systems allows you to create surveys and helps you distribute them as well. Although there are many methods for distributing surveys, one simple and efficient method uses Panels. A Panel is simply a group of participants who can receive your survey. This document will guide you through the process of creating a Panel and adding members. For more information on distributing surveys, refer to Distributing Your Survey.

return to topCreating a New Panel

A Panel is a group of participants that you can send your survey to. Before you can add Panel member information or distribute a survey to a Panel, you must first create one.

  1. Select the Panels tabPanels tab

  2. From the Current Panel Library pull-down menu, select the desired library (e.g., My Panels)

  3. From the Panel options, click PANELSPanels button
    The Panels page appears.

  4. Click CREATE NEW PANELCreate New Panel button
    The Create New Panel dialog box appears.
    Create New Panel dialog box

  5. In the Panel Name text box, type the desired Panel name

  6. From the Destination Category pull-down menu, select the desired category
    OR
    In the Destination Category text box, type the desired category name

  7. Click CREATECreate button
    The Panel is created.

return to topAdding Panel Members: Typing Panel Member Information

Once you have created a Panel, you can add members to it, by either typing in the member information or importing member information from a file or from survey responses.

These instructions show you how to add Panel member information by typing it for each member. Use this method for a small number (less than 10) of Panel members.

  1. Create the Panel

  2. Click ADD PANEL MEMBERS
    The Add Panel Members dialog box appears.
    Add Panel Members dialog box

  3. In the first row, in the Email text box, type the email address of the first Panel member

  4. In the First Name text box, type the member's first name

  5. In the Last Name text box, type the member's last name

  6. Repeat steps 3 - 5 until all desired members are added
    NOTE: Once you reach the bottom text box, more text boxes will automatically be added.

  7. Click SAVESave button
    The members are added to the Panel.

return to topAdding Panel Members: Importing a File

Panel member information can be added by importing it from an existing database or classlist. Adding Panel members this way allows you to populate large Panels easily.

NOTE: The file used for the import must be in Comma delimited (.csv) format.

  1. Create the Panel

  2. Click IMPORT PANEL MEMBERS
    The Import From a File dialog box appears.

  3. OPTIONAL: To view an example of how the file should be formatted,
    1. Click EXAMPLE DOCUMENTExample Document button
      A File Download dialog box appears.
    2. Click OPEN
      NOTES:
      The example CSV file opens.
      It contains the basic field headings used by Qualtrics with a sample entry for John Doe.

  4. Click BROWSE...
    The Choose file dialog box appears.

  5. Navigate to and select the desired file
    NOTE: The file must be a Comma delimited (.csv) file.

  6. Click OPEN
    The Import From a File dialog box refreshes.
    Import From a File dialog box

  7. From the Field pull-down menus, select the appropriate headings
    NOTES:
    To exclude a field, select Ignore.
    Fields other than LastName, FirstName, and PrimaryEmail can be used as embedded data.

  8. Click IMPORT
    The new members have been imported into the desired Panel.

return to topAdding Panel Members: Importing Information from Survey Responses

Panel member information can be obtained from responses to questions in a previous survey. You can use survey responses to update existing Panel member information or to create new Panel members within an existing Panel.

  1. From the Panels tab, on the Panels toolbar, click PANEL MEMBERSPanel Members button

  2. Click IMPORT/UPDATE PANEL MEMBERSImport/Update Panel Members button
    The Import/Update Panel Members dialog box appears.
    Import/Update Panel Members dialog box

  3. From the Import to Panel pull-down menu, select the desired Panel

  4. Click IMPORT/UPDATE FROM A SURVEYImport/Update From a Survey button
    The Import Panel Members dialog box appears.

  5. To update Panel information, from the Please select import type pull-down menu, select Update Recipients
    To create new members within your Panel, from the Please select import type pull-down menu, select Create New Recipients

  1. From the Please select a survey pull-down menu, select the survey that has the Panel member information you want to import

  2. To enter the response date range, from the Response Data Range fields, type the beginning and ending dates
    OR
    To select the response date range,
    1. Click the CALENDARCalendar buttonto the left
      A calendar appears.
    2. From the calendar, navigate to and select the desired beginning date
    3. Click the CALENDARCalendar buttonto the right
      A calendar appears.
    4. From the calendar, navigate to and select the desired end date

  3. From the Question pull-down menu, select the desired question

  4. From the Question Field pull-down menu, select the appropriate option
    NOTE: This may pre-fill based on the question.
    EXAMPLE: Select Email Text Entry

  5. From the Field pull-down menu, select the corresponding Panel field that the imported information will fill
    NOTE: When creating new recipients, these fields will be pre-filled.
    EXAMPLE: Select Primary Email

  6. OPTIONAL: To import labels, select Import Labels
    NOTE: The option is selected when a checkmark appears in the box next to it.

  7. OPTIONAL: To add additional Panel member information,
    1. Click ADDAdd button
    2. Repeat steps 8 - 11

  8. Click IMPORT
    Your panel is updated with information from the selected survey.

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