> For the complete documentation index, see [llms.txt](https://help.dscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dscout.com/private-panels/integrations/qualtrics-integration/connect-a-qualtrics-survey-to-a-study.md).

# Connect a Qualtrics survey to a study

Once you've connected the Qualtrics integration, you can attach Qualtrics surveys as screeners to your Private Panels studies. Then, you can send the screener to your participants directly using a share link or an email through Private Panels.

{% hint style="info" %}
**Note:** To connect a Qualtrics survey, you must first **publish** the survey within Qualtrics. Qualtrics surveys that have not been published will not be available in Private Panels.
{% endhint %}

### **Connect a Qualtrics survey to a study**

You'll connect your Qualtrics screener from within the **Screeners** tab of your study.

**To connect a Qualtrics screener to a Private Panels study:**

{% stepper %}
{% step %}
Navigate to the **Screeners** tab of your Private Panels study.
{% endstep %}

{% step %}
Click **New screener**. The new screener modal is displayed.

<div align="left"><figure><img src="/files/4VtBjheUV4gbTTJvoJIo" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}
Select an **Associated panel** for your screener. This is the panel applicants will be added to if they qualify after taking your screener.

<div align="left"><figure><img src="/files/Pp2c58jTQ5PGe2Jvalfr" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}
Select **Qualtrics Survey** from the **Screener Tool** drop-down.
{% endstep %}

{% step %}
Select which **Qualtrics survey** you want to use as a screener.

<div align="left"><figure><img src="/files/uov0RkAZwqEIfBRILVdR" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}
Enter any **Custom fields** you want to pass back to Qualtrics. For more information, see [Configure custom fields in a Qualtrics screener](/private-panels/integrations/qualtrics-integration/configure-custom-fields-in-a-qualtrics-screener.md).
{% endstep %}

{% step %}
Click **Create screener**.
{% endstep %}
{% endstepper %}

Now, your Qualtrics screener is added to your Private Panels study and the screener's settings are displayed. Here, you can change the following settings:

* **Associated panel:** The panel applicants will be added to if they qualify after taking the screener.
* **Internal title:** The name of the screener displayed to you and your teammates (not to your applicants).
* **Internal description:** The description of the screener displayed to you and your teammates (not to your applicants).
* **Custom fields:** Custom embedded data passed from Private Panels back to Qualtrics. For example, you can store a panelist's email alongside their data in Qualtrics. For more information, see [Configure custom fields in a Qualtrics screener](/private-panels/integrations/qualtrics-integration/configure-custom-fields-in-a-qualtrics-screener.md).

{% hint style="info" %}
**Note:** You cannot change the **Who can take this screener** setting on Qualtrics surveys. By default, this setting is set to **Anyone (even people outside my panel)**.
{% endhint %}

When you're ready, you can share your screener with participants in one of two ways: [via share link](#get-a-qualtrics-screener-share-link) or [directly through Private Panels](#how-to-send-a-survey).

### Share a Qualtrics screener via share link

Once you've added your Qualtrics screener to your Private Panels study, you can copy the share link to send directly to your participants.

**To share a Qualtrics screener using a share link:**

{% stepper %}
{% step %}
On the **Screeners** tab of your study, click your Qualtrics screener. The screener's settings are displayed.

<div align="left"><figure><img src="/files/hMgjC1zEyKCsMe7Zviid" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}
Under **Public details**, click **Copy** to copy the **Public link** to your clipboard.

<div align="left"><figure><img src="/files/dpMLDZDz7ssLhswDpC86" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}
{% endstepper %}

Now, the share link is copied to your clipboard. You can send it to participants however is easiest: in an email, in a direct message, or through your preferred communication method.

### Share a Qualtrics screener via Private Panels

If you already have panelists to screen using your Qualtrics screener, you can send it directly to them through Private Panels.

**To share a qualtrics screener using a Private Panels email:**

{% stepper %}
{% step %}
On the **Overview** tab of your study, select the panelists you want to send the screener to. Use the checkboxes beside each panelist's name to select them.

<div align="left"><figure><img src="/files/95m71D6TIcmDFFVrcQJr" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}
Click **Send message**. A list of options is displayed.
{% endstep %}

{% step %}
Click **Send screener: \[Your Qualtrics screener's name]**. A confirmation modal is displayed showing the email that will be sent to your selected participants.

<div align="left"><figure><img src="/files/QH55hJWwecI9a4zTiJY1" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}
Confirm the information in the modal. If you need to make adjustments, close the modal, make the necessary changes to email templates or email copy, then repeat the steps above.

{% hint style="success" %}
Tip: You can also schedule your email to send at a later time or date by clicking More and selecting Schedule to send.
{% endhint %}
{% endstep %}

{% step %}
Click **Send to x person/people**. A confirmation modal is displayed.

<div align="left"><figure><img src="/files/EzVy3eo4xYWTE31x4jHW" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}
Click **OK** in the modal to confirm.
{% endstep %}
{% endstepper %}

Now, your screener is sent to your selected panelists via email.

**For more information on the Qualtrics integration, see the following resources:**

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>Set up the Qualtrics integration</td><td><a href="/pages/4skY09Vval3O9jbMS9TA">/pages/4skY09Vval3O9jbMS9TA</a></td></tr><tr><td>View response data for a Qualtrics screener</td><td><a href="/pages/nh6V7xkw2aqk2nj9OIkv">/pages/nh6V7xkw2aqk2nj9OIkv</a></td></tr><tr><td>Configure custom fields in a Qualtrics screener</td><td><a href="/pages/T9oddC6lpugwt4BEOM8d">/pages/T9oddC6lpugwt4BEOM8d</a></td></tr><tr><td>Troubleshooting the Qualtrics screener</td><td><a href="/pages/zhYGNDRNTLoe1jHgGqqX">/pages/zhYGNDRNTLoe1jHgGqqX</a></td></tr></tbody></table>


---

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