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Qualtrics - Survey Platform Service Overview

This document details the Qualtrics XM survey platform, including how to log in to Qualtrics, where to get support, and frequently asked questions.

Related KBs
Qualtrics - Adding a Consent Form to Your Survey
Qualtrics - Creating a Support Request

Qualtrics Overview
Logging in to Qualtrics
Getting Support
Frequently Asked Questions

Qualtrics Overview

Qualtrics XM is a platform for creating and distributing surveys and analyzing survey data. UW-Green Bay pays for a Qualtrics license that allows all students, staff, and faculty to use the Qualtrics survey platform. Qualtrics provides a variety of options for distributing surveys, such as embedding the form on a webpage or sharing the survey's "anonymous link" via email. The platform has a robust tool set for analyzing, filtering, and exporting data collected from surveys which makes it an ideal tool for conducting research (ex: satisfaction surveys) or collecting participant data (ex: event registrations).

Logging in to Qualtrics

Sign in with your UWGB email and password at If you are faculty, staff, or a student worker, you will be asked to authenticate with Okta when you log in.

Getting Support


Qualtrics provides excellent support documentation. Below are guides from the Qualtrics support website for some of the most commonly used features of the survey platform.

Learn the Survey Platform Basics
Creating Questions
Survey Flow
Using Piped Text
Creating and Using Contact Lists
Distributing a Survey
Analyzing Data

Contact Qualtrics Support

UWGB Qualtrics users can also receive personalized help from Qualtrics Support via chat, email, or phone by submitting a request through the Qualtrics Support Portal. Navigate to the following KB to see how to contact Qualtrics Support: Qualtrics - Creating a Support Request.

Frequently Asked Questions

How do I increase my survey limit?

UWGB users can remove the 10-survey limit on their account by following the steps in the following KB: Qualtrics - Upgrading Your Account to Remove the 10-Survey Limit.

How do I share a survey with someone else?

You can share access to a survey with Qualtrics' collaborate feature. In the following KB, navigate to the section titled "Granting Survey Access to Someone with a UWGB Account": Qualtrics - Sharing Survey Access and Transferring Survey Ownership.

How do I transfer a survey to another user?

A survey owner or the direct supervisor of the survey owner can submit a Qualtrics survey transfer request to In the following KB, you can find instructions to do so in the section titled "Transferring Survey Ownership": Qualtrics - Sharing Survey Access and Transferring Survey Ownership.

Why can't I or my collaborator access our shared survey?

The "Survey Access Troubleshooting" section of the following KB provides some troubleshooting steps if you or someone you have shared a survey with has trouble accessing a shared survey: Qualtrics - Sharing Survey Access and Transferring Survey Ownership.

What should I do if I still need help?

If you run into issues or have questions, try searching the Qualtrics Support Database for an answer. If you can't find a solution online, you can also open a ticket with Qualtrics support. Navigate to the following KB to know how to open a ticket with Qualtrics: Qualtrics - Creating a Support Request.

For institution-specific questions, contact the GBIT Service Desk ( to open a ticket.

KeywordsQualtrics, share, edit, survey, collaborate, student, staff, faculty, surveys, shared, collaborated, external, account, remove, unlimited, quantity, limit, restriction, amount, qualtracks, qualtrix, send, out, quota, need, ten, upgrade, owner, transfer, web, old, new, user, xm   Doc ID67333
OwnerMelissa H.GroupUW Green Bay
Created2016-09-28 14:43:50Updated2024-06-04 09:02:19
SitesUW Green Bay
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