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How can I use the Qualtrics integration to run surveys while recruiting with User Interviews?

written by
Emily Chen
Last updated:
November 1, 2022

Use Qualtrics and User Interviews together with our integration. You’ll get the best of both worlds—a flexible survey solution paired with the highest-quality respondents.

Qualtrics is a powerful online survey platform popular with enterprise research and customer experience teams. 

This integration makes it easy to build sophisticated surveys within Qualtrics, target high-quality participants (or your own customer segments) with User Interviews, then automate participant tracking across the two tools.

Enabling this integration will streamline several steps in the research process:

  • Automate the creation and distribution of survey links to participants
  • Track the status of participants as they progress through your study
  • Identify completions so you can easily trigger incentive payments

What is Qualtrics?

Qualtrics is a powerful online survey platform popular with enterprise research and customer experience teams. It’s the most commonly used survey tool amongst researchers in our community. Qualtrics lets you build anything from a simple feedback questionnaire to a detailed research study with all the features researchers love—an intuitive drag-and-drop builder, powerful logic, 100+ question types, and pre-built survey templates.

How to use the Qualtrics integration

1. Connect accounts: To get started, visit the integrations page in the User Interviews app. To find the integrations page, click on your username at the top right of the screen when logged in, and select “Integrations” from the dropdown menu. Scroll down to find Qualtrics in the list of integrations, and click “Connect”.

Visit the integrations page in the app to get started

If you are the first user in your team to enable the integration, you will be prompted to provide us with an API Token, which can be provided by your Qualtrics Brand Administrator. Here are the instructions they’ll need to find it:

  • Login to Qualtrics and visit the account settings page
  • Click into the Qualtrics IDs tab and locate the API section
  • Copy the existing API token, or generate a token if one doesn’t yet exist
  • Paste that token into the field in User Interviews to finish connecting accounts
Please contact your Qualtrics Brand Admin for an API token to enable this integration

Once the API token has been entered in User Interviews, we'll store it securely in our system. Any subsequent user on your team who wants to enable the integration can skip this step. The API token only needs to be entered once per team.

Learn more about why the API token is needed, and how to identify your Qualtrics brand administrator in the FAQ below.

2. Launch a project: Once you’ve connected accounts, create a new unmoderated project in User Interviews. On the “Task details” page of the project builder, locate the “Link to task” field. First, select Qualtrics from the dropdown list of tools. Then, select the specific Qualtrics survey you’d like to use for this project from the dropdown list of surveys. Note that this field is searchable, so just start typing the name of the survey you want.

đź’ˇNote: If you are unable to see your list of surveys after you have connected accounts, we recommend contacting your Qualtrics Brand Admin for updated permissions. Please reference the FAQ below for more details.

In the "Link to task" field, connect your Qualtrics account and select the survey you want to run

That’s all the set up you need to do! Your survey has been successfully linked. When you invite participants to this project, individual survey links will be automatically created.

3. Collect responses: As participants complete your survey, the following information will be automatically tracked and displayed within the User Interviews dashboard. You can find it on the “Confirmed sessions” page.

  • Link to survey response
  • Start time
  • Duration
  • Status (not started / complete)
Survey responses will be automatically tracked and displayed within the User Interviews dashboard

This will make it much easier to identify which participants have completed the survey, and allow you to quickly review responses, mark completion, issue incentives, and wrap up your project.

4. Analyze data: To help with analysis, we’ve added a unique identifier for each participant on a project so it’s easy to combine your User Interviews data and Qualtrics data into one single dataset for analysis.

This unique identifier is a randomly generated set of numbers and letters that will show as an additional data column (labeled “iid”) in both User Interviews (Participant Project Export) and Qualtrics data exports. These identifiers allow researchers to connect participant data across tools for analysis—and keep any PII data hidden, if necessary.

FAQs

Who can use this integration?

Anyone with a Qualtrics and User Interviews account can use this integration. It works with any plan, and if you do not yet have a User Interviews account, you can sign up for free. 

Accounts are connected at the individual user level, not at the team level. However, if you are the first user in your team to enable the integration, we require one additional piece of information—an API token—as described above.

What is an API token?

This integration leverages the Qualtrics API, and when you set up the integration for your team, we’ll ask for a brand admin’s API token. This API token is used to authenticate requests that enable us to track participant completion of surveys. This process helps to enhance the security of your work. 

Learn more about the API token on the Qualtrics support site: Generating an API token

How do I find my brand admin?

Brand Administrators are Qualtrics users who are in charge of moderating their company’s license. If you are not sure who the Qualtrics brand admin is at your company, you can find it by logging in to Qualtrics, visiting the account settings page, and clicking into the account usage tab. Your brand admin’s email address should be listed here. 

Learn more about your brand admin on the Qualtrics support site: Contacting your brand administrator

Why don’t I see my list of Qualtrics surveys after I’ve connected my User Interviews and Qualtrics accounts?

You may not have the correct permissions enabled on your Qualtrics account. Please contact your Brand Admin so they can set the appropriate permissions for you— “Access API” under the Account Permissions section should be enabled.

What Qualtrics data will be accessible in User Interviews?

You will be able to see the following information about participants who have taken your Qualtrics survey:

  • Link to survey response
  • Start time
  • Duration
  • Status (not started / complete)

This information will be displayed on the “Confirmed sessions” page, as well as in the “Participants” section, by clicking on an individual’s name to view their session details.

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