Skip to main content
Loading Events

« All Events

  • This event has passed.

Intermediate Qualtrics (online)

February 19 @ 1:00 pm - 5:00 pm


This course will be offered ONLINE. It will not be recorded as there are in-class activities. This is a 4 hour course.

This course will cover topics beyond the scope of the Introductory to Qualtrics short course. We will take a deeper dive into Survey Flow features including embedded data, customizing the End of Survey experience, Screen Out Management, and implementing randomization. We will explore methods of importing embedded data into your survey, sending information from one survey to another, and setting embedded data in your survey through conditions within your survey. An introduction to workflows will be illustrated through an example use case sending respondents to a drawing after completing their survey. Finally, we will create custom reports to share with others in the ‘reports’ tab. Course material will be incorporated into a shared Group in which all participants will be added, offering hands-on practice with shared Libraries, and Directories. Additional features to be discussed include piping, authentication, and version management.

This is a hands-on, online course. Completion of “Introduction to Qualtrics” or understanding basic Qualtrics principles prior to this course is required. All participants are required to create a Qualtrics account before the course. UNC faculty, staff and students may create their free Qualtrics account here to access full features: Non-UNC affiliated participants can create a free trial account here:

This course will count as 4.0 CSS short course credit hours.

Instructor: Michelle Temple

With over 5 years of experience with Qualtrics, Michelle has worked with the Odum Institute in varying capacities since 2003. She is a UNC alum receiving her B.A. in Sociology. While working toward her degree, she was hired as a telephone interviewer at the Odum Institute and was later promoted to call center manager before accepting a full-time role as Program Administrator, Project Manager, and Consultant. During her time at Odum, she was involved in the initial creation of the administrative infrastructure and managed operational aspects of the Certificate Program in Survey Methodology (currently known as the Certificate in Survey Science). As a project manager, she applied social science research methods to manage data collection projects including telephone, mail, in-person, web surveys, and focus groups. Additionally, she has offered consultation services for questionnaire design, question writing, and Qualtrics programming.

Currently, Michelle is focusing her time supporting Qualtrics-related needs across campus and is available to provide consultation and support with technical software questions, and programming services.

Registration fees:

  • UNC Chapel Hill Students (including current Certificate of Survey Science program students): $0, with a $25 deposit to hold your spot (deposit is refundable upon your attendance for at least 66% of the course)
  • UNC Chapel Hill Faculty/Staff/Postdoc/Resident/Visiting Scholars: $50
  • Non-UNC Chapel Hill University Student/Employee (must have active university email): $75
  • Government/Non-Profit/Corporate: $100

Additional course information:

  • Registration will close at 12:01am 2/16/2024. No late registrations will be accepted.
  • Cancellation/ Refund Policy: A full refund will be given to those who cancel their registration no later than 10 days prior to the course. If you cancel within the 10 days prior to the class, no refund will be given. Please allow 30 days to receive your refund.
  • Zoom link will be sent prior to the course. Registration must be made at least 3 days prior to the course date to receive the Zoom link.


For questions regarding this class, please contact Jill Stevens at


February 19
1:00 pm - 5:00 pm
Event Categories:


NC United States