The Ohio State University has contracted with Qualtrics, one of the leaders in online survey software products, for provisioning surveys for classes and research at the university. If you have a subscription to another online survey tool, you must provide a business case for continued use before renewing your subscription.
Any faculty or staff member (or Ohio State student) may use Qualtrics by setting up an account. Read the "getting started" section on the Qualtrics at Ohio State blog about how to log in for the first time: Getting Started with Qualtrics. The URL is osu.qualtrics.com. Please make sure that you are using the Ohio State instance of Qualtrics and not a FREE Qualtrics account.
To set up your Qualtrics account and get added to the OSU Extension User Group in Qualtrics:
- Complete the annual Institutional Data Policy 25-minute training: go.osu.edu/idp-enroll
- You must have a Trial Account before requesting an account upgrade. More Information on setting up your Trial Account.
- Information about how to fill out the ServiceNow request to upgrade your trial account can be found in Knowledge Base Document 08520 ocio.osu.edu/KB08520. NOTE: Please select "College of Food, Agricultural, and Environmental Sciences" from the dropdown in the "Division" section of the request form.
- Fill out the request form via Ohio State's Self-Service portal in ServiceNow. go.osu.edu/SurveysAccessRequest.
- Qualtrics access requests will route to your manager for approval, so be sure to give them a heads up that the approval request will be coming after you submit the form. Upon approval by your manager, the request will be completed by the Brand Administrators on the OTDI Enterprise Content Services team.
- Please contact Debby Lewis, CFAES Qualtrics Division Administrator, at lewis.205@osu.edu after your account is upgraded so she can add you to the OSU Extension User Group in Qualtrics.
- If you have an official last name change with Ohio State, please contact Debby Lewis (lewis.205@osu.edu) BEFORE you try to log back into Qualtrics so she can activate your new user name and email in Qualtrics.
If you are associated with Ohio State outside of CFAES, please click here to locate the name of your Qualtrics Division Administrator(s).
Once you have set up your account and are logged in, make sure to check out the many “on-demand webinars" for example, the Qualtrics Quick Start webinar. View other webinars (or search Qualtrics Help) by clicking the "?" in the upper-right corner, then select "take courses on XM Basecamp", then select the "Events & Webinars" tab, and scroll down to click the "on-demand" button. If you are having technical difficulties with your account (e.g., you accidently deleted data that you need to recover), you can select the "contact support" link at the bottom of the list after clicking the "?" in the upper-right corner to chat live, receive a phone call or email from the Qualtrics support team. The Qualtrics at Ohio State blog also has a list of frequently asked questions.
You may also search the LOD YouTube Channel for related "Qualtrics" videos youtube.com/@OSUExtensionLOD.
NOTE: Did you have a SurveyMonkey account? What happens to your SurveyMonkey account when it expires? The LOD unit has some experience in this area. If you had one of their professional (paid) plans, your account will revert to the BASIC (free) plan when your subscription expires. Best practice is to export your data for important surveys BEFORE the expiration date of your paid subscription. Be warned that people can still respond to any surveys that are active (even with the BASIC plan)! You will want to close your active collectors because you will not be able to export data from these surveys after your paid subscription expires. You will only be able to VIEW the first 100 responses to your surveys when your account reverts to the BASIC plan. You WILL be able to continue to VIEW your surveys after your account reverts to the BASIC plan whether or not the surveys are “closed.”