> 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/screeners/qualtrics-integration.md).

# Qualtrics integration

Private Panels can be integrated with your active Qualtrics surveys, and automatically track participation.

**Requirements**

1. You must have an active Qualtrics subscription
2. The Token must be taken from the **Brand Administrator** user in Qualtrics

## Setup

{% stepper %}
{% step %}
In Qualtrics, do the following steps while logged in as the **Brand Administrator**.
{% endstep %}

{% step %}
Navigate to **Profile Account Settings**, then go to the **Qualtrics IDs** tab.
{% endstep %}

{% step %}
On this page, copy the following data:

* Under **Users**, copy the **Organization ID** and the **Datacenter ID**
* Under **API**, copy the **Token**. If the token is not present, click **Generate Token**.
  {% endstep %}

{% step %}
In Private Panels, navigate to <https://app.dscout.com/panels-ui/settings/integrations>, and add the information gathered from Qualtrics into the form.

![](/spaces/T7fhyut5rrQHwe5QRGot/files/f451378ac783f4d3f891e596575ab390c905a3c6)
{% endstep %}
{% endstepper %}

If you have successfully connected, you will see a red disconnect box.

## How to connect a screener

Once you've integrated Qualtrics with your Private Panels account, you can connect to a new Qualtrics screener.

To do so, go to **Study Screener**, and click **New Screener**. From there, under **Screener Tool** select **Qualtrics Survey**.

![](/spaces/T7fhyut5rrQHwe5QRGot/files/3dafdfbcd70bc30c621e8c25abd22ee1f0b78a36)

Next, select the Qualtrics survey you want to connect to your study or screener.

{% hint style="info" %}
**Note:** Only **published** Qualtrics surveys will be available to connect to Private Panels.
{% endhint %}

![](/spaces/T7fhyut5rrQHwe5QRGot/files/1a2ebc3e081b93e709567ce4c2ee77e65a8335bc)

Once the Qualtrics survey and the Private Panels screener are connected, you'll be directed to the **Screener Settings** tab, which will provide the public link for your Qualtrics survey.

{% hint style="info" %}
**Note:** **Who can take the screener** will be locked as **Anyone (even people outside my panel)**. The survey link is the Qualtrics link, and that is necessary for the integration to work properly.
{% endhint %}

![](/spaces/T7fhyut5rrQHwe5QRGot/files/b0547fc112a66c31e2c85777b7a1d20e1b682370)

{% hint style="info" %}
**Note:** Private Panels automatically adds embedded data. Do not delete this in Qualtrics.
{% endhint %}

## How to send a survey

To send out your Qualtrics survey from Private Panels, navigate to your **Study Overview**, and click **Send Message**. The main button in the email template will automatically generate the Qualtrics survey link.

![](/spaces/T7fhyut5rrQHwe5QRGot/files/c6707e2ac1333a88964278ae1b1ccfa3f40cd46c)

## Data sync and automatic redirect

When a respondent completes a Qualtrics survey, Private Panels will automatically update the respondent participation on the **Study Overview** page. We do not yet show Qualtrics survey answers within Private Panels.

![](/spaces/T7fhyut5rrQHwe5QRGot/files/6253732144b41d9e1ae5cccd268db89deb6418ed)

## Custom fields

With custom fields, you can share panelist data from Private Panels with Qualtrics. When creating your screener, click **+ Add custom field**, select a Private Panels panel property, and enter the property key as it exists in Qualtrics:

![](/spaces/T7fhyut5rrQHwe5QRGot/files/ec45fc72630bbd1a05187e85f7127576ff554337)

To display the shared data in Qualtrics, click **Column chooser**, select **Embedded Data**, then select which properties you want to display:

![](/spaces/T7fhyut5rrQHwe5QRGot/files/1104290db5415a0ec971ece6e75780ac8c45aa26)

Once you've made your selections, you'll see the synced data as shown below:

![](/spaces/T7fhyut5rrQHwe5QRGot/files/d8e2c41fae61d15fb730530f437f6b71738bb856)

{% hint style="info" %}
**Note:** Private Panels was previously managed outside of Dscout, so you may see a different logo and URL in some places. If you have any questions, contact <support@dscout.com>.
{% endhint %}


---

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