Qualtrics Transition FAQs

• Can I have two Qualtrics accounts at the same time?

  Yes, you can have both the Qualtrics account through the university and keep your existing Qualtrics account until your college/unit license expires.

• How do I save a survey instrument(s) and/or data?

  > How to Export Your Surveys and Data

• How do I copy survey instruments and data to a Campus license account?

  > How to Export and Upload Surveys and Data

• What do I do if a survey is currently live and collecting data?

  1. Close the Unit/College license survey before copying the survey instrument and data to ensure no results are lost.
  2. Open the copied survey in the Campus license account once you have confirmed it's set up correctly you can launch your survey.
     

  Please note, all survey link(s) will change as part of this process, so you will need to update any distributed links currently in use, including those hidden behind short URLs such as go.illinois.edu/link.
  

• How do I transfer ownership of surveys to a different person’s account?

  Contact the appropriate Brand Manager to perform the transfer.

  1. If the ownership transfer is going to happen before a survey is copied to a Campus account, contact the college/unit Brand Manager. Ownership transfer can only happen between two accounts within the same Brand. 
  2. If the ownership transfer will happen after a survey is copied to a Campus account, contact the Campus Brand Manager at citl-data@illinois.edu. 

• What do I do if a survey was created by someone who has left the University?

  To move the ownership of a survey you will need to work with your Brand Manager.  Survey ownership can only be transferred within the same license.  Locate your brand manager 

   

• How do I add collaborators to a survey?

  1. Every collaborator will first need to activate their own new Campus Qualtrics account.
  2. After the survey owner has copied the survey to the Campus Qualtrics account you will need to re-invite your collaborators.
  3. On the Survey Page > Tools > Collaborate > Type in the email address and select the person from the drop down menu.

  • Qualtrics documentation on Collaboration

• Can I share my current license surveys with my UIUC Qualtrics account myself? Just collaborate with myself?

  You can collaborate with yourself between the two licenses.  However, if the survey is located in your college/unit license, once this expires the survey will no longer be accessible.  It is highly recommended that your do not collaborate between your current Qualtrics account and the Campus Qualtrics account. 

• What do I do if my survey has email triggers/tasks and/or other Workflow items?

  These processes cannot be copied directly from a College/Unit account to a Campus account.

  1. Workflows, including email triggers/tasks, will need to be re-created after exported surveys are copied into Campus accounts.
  2. Double check all re-created Workflows before opening copied surveys to new responses.

  • Qualtrics documentation on Workflows

• What new account features are available with the new license?

  The Campus license account has additional features beyond those of some of the college/unit accounts. It also uses a different Results Dashboard rather than the older style Results-Reports interface.

  • API access 
    
  • Basic Stats iQ
  • Basic Text iQ
  • File upload 
  • Fraud Detection
  • Offline survey data collection

  • Qualtrics Documentation on Results Dashboards (new style)
  • Qualtrics Documentation on Results-Reports (old style)
    

• Useful Qualtrics Links

  • Import & Export Surveys
  • Exporting Responses
  • Importing Responses
  • Exporting Results-Reports