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.
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.
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:
Navigate to the Screeners tab of your Private Panels study.
Click New screener. The new screener modal is displayed.
Select an Associated panel for your screener. This is the panel applicants will be added to if they qualify after taking your screener.
Select Qualtrics Survey from the Screener Tool drop-down.
Select which Qualtrics survey you want to use as a screener.
Enter any Custom fields you want to pass back to Qualtrics. For more information, see Configure custom fields in a Qualtrics screener.
Click Create screener.
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.
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).
When you're ready, you can share your screener with participants in one of two ways: via share link or directly through Private Panels.
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:
On the Screeners tab of your study, click your Qualtrics screener. The screener's settings are displayed.
Under Public details, click Copy to copy the Public link to your clipboard.
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:
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.
Click Send message. A list of options is displayed.
Click Send screener: [Your Qualtrics screener's name]. A confirmation modal is displayed showing the email that will be sent to your selected participants.
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.
Tip: You can also schedule your email to send at a later time or date by clicking More and selecting Schedule to send.
Click Send to x person/people. A confirmation modal is displayed.
Click OK in the modal to confirm.
Now, your screener is sent to your selected panelists via email.
For more information on the Qualtrics integration, see the following resources: