Qualtrics: Survey Tracking and SSO


It is possible to enable SSO authentication in Qualtrics Surveys so that participants who take the survey can be identified as needed. There is also the option to enable Personal Links which distribute a unique link to each user you would like to take the survey.

To Set Up Qualtrics SSO Authentication:

  1. Navigate to http://lsu.qualtrics.com and login with your LSU ID and password. Navigate to the survey you want to enable SSO.
  2. On the Survey sidebar, select the Survey Flow icon to edit the survey elements.
  3. At the beginning of your Survey Flow chart, add the Authenticator option from the suggestions.

Authenticator button in Survey flow section

  1. Next, change the Authentication Type to SSO and check the box for Capture respondent identifying info (Note: You may need to uncheck the first option "Associate respondent with panel"). Then, change the SSO Type to Use Brand Settings. Once this is configured, click the Add embedded data option. 

Authentication Type with SSO highlighted, capture respondent info checked, and SSO type as Use Brand Settings

  1. After selecting the Add embedded data option, change the first field to say Name and leave the second blank as Field from SSO. After this, you should be able to save the settings and continue editing your survey as normal. 
  • PLEASE NOTE: Be sure the question block FOLLOWS AFTER the authentication block, or else the authentication will not be required before the survey begins. 

Name and SSO field text boxes under respondent info checkbox

  1. Lastly, to display the user names of those who have completed the survey, please go to the "Data and analysis" section of Qualtrics. From here, click the blue "+" sign in between two of the columns where you would like to display the user names. Select "Embedded data" > "Name" and then a column will appear and display the user names of everyone who authenticated and successfully completed the survey. 

Data and Analysis tab highlighted with Embedded data and name submenu selected

 

To Track Participants via Personal Link:

  1. Navigate to the Distributions tab of your Survey.
  2. Select the Personal Links section.
  3. Select Generate Links.
    • Note: If you have not yet activated your survey, you may see something different when you visit the Distributions tab. In this different view, you can click the Generate a trackable link for each contact option.
  4. Click Select Contacts.
  5. Select the library your contact list is saved in. If you have not yet created a Contact List, you will need to do so for distribution of Personal Links. Please see the following article on how to create a Contact List: https://www.qualtrics.com/support/survey-platform/contacts/contact-list-overview
  6. Choose to send to the whole contact list, an individual contact, or a small sample of your contact list.
  7. Set a link expiration date (by default, links are valid for 60 days).
  8. Click Generate Links.
  9. At this point, a spreadsheet will be downloaded to your computer. This spreadsheet will include the names of your contacts, their email addresses, and their personal links. You will be able to re-download this list later by clicking the gear icon to the far right of the list and selecting Download Links.

For more information on distribution through Personal Link, please see the following article: https://www.qualtrics.com/support/survey-platform/distributions-module/email-distribution/personal-links/

 

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9/15/2021 11:55:12 AM