Using Qualtrics LTI as an Admin Part 1: Making a Survey in Qualtrics and Connecting it to Canvas

This article explains how to make a survey in Qualtrics and connect it to your Canvas account using the Qualtrics LTI. 

TABLE OF CONTENTS

• What to do in Qualtrics: Create, Publish, and Collaborate your Survey
  • Step 1: Create your Survey
  • Step 2: Publish your Survey 
  • Step 3: Collaborate your Survey 
• What to do in Qualtrics LTI: Connect your Survey to Canvas 
  • A refresher on institute surveys vs. department surveys 
  • Add your survey to the Qualtrics LTI 

What to do in Qualtrics: Create, Publish, and Collaborate your Survey

Step 1: Create your Survey

The first step to using the Qualtrics LTI to integrate Qualtrics surveys into Canvas is to make and publish a survey in Qualtrics. For information on how to make a survey in Qualtrics, please see this article on Qualtrics Survey Basic Overview. 

Step 2: Publish your Survey 

Once you have made the survey in Qualtrics, publish the survey by clicking on the “Publish” button in the top right-hand corner (see the image below). 

If the survey is still labelled as a “Draft,” (shown in the image above), this means that the survey is not yet published. If you make any further changes to the survey, you will need to click on the “Publish” button again. 

Step 3: Collaborate your Survey 

Collaboration allows you to share your survey with other colleagues. If you would like to add the survey at the institute level but are not working in the root account, you will need to collaborate the survey. 

When back on your home page in Qualtrics, on the left-hand side of the screen you will see a list of your recent surveys. Click the Three-Dot Icon next to the survey you want to add to Canvas. Then from the pop-up menu that appears, click “Collaborate.” See the images below for more information. You can also access the Collaborate button from within the survey builder itself, by clicking the “Tools” dropdown button, and then clicking “Collaborate.” 

The collaboration pop-up screen will appear, and you can search for your institution in the search box. Once you search for your institution, click “Add Selected,” then click “Invite.” Then you can click the checkboxes to allow certain permissions in the collaboration. Once you are done configuring the collaboration, click “Save.” See the image below for what this should look like. 

If you would like to use embedded data fields in your survey, please see this help article for more information. 

What to do in Qualtrics LTI: Connect your Survey to Canvas 

Once the survey is published and collaborated in Qualtrics, the next step is to go to the Qualtrics LTI in your Canvas environment. Depending on your admin level rights and your preferences for where you would like to add this specific survey, you can decide to add this survey at the personal surveys level, the department surveys level, or the institute surveys level. 

A refresher on institute surveys vs. department surveys 

For institute admins, the surveys which you add to the admin interface in Qualtrics LTI can be used in all Canvas courses of your Institution by both admin users and instructors. These are what we call institute surveys. This allows institute admin users to control and manage both the surveys and their related settings. While instructors will be able to place the survey within their courses, they won’t be able to make any changes to the survey nor see the results unless they have access to it in Qualtrics. When in the institute admin interface of the Qualtrics LTI in Canvas, you will see the following banner: 

For department admins, the surveys which you add to the department admin interface in Qualtrics LTI can be used in all Canvas courses within your department by both other admin users and instructors. These are what we call department surveys. This allows department admin users to control and manage both the surveys and their related settings. While instructors within your department will be able to place the survey within their courses, they won’t be able to make any changes to the survey nor see the results unless they have access to it in Qualtrics. When in the department admin interface of the Qualtrics LTI in Canvas, you will see the following banner:Add your survey to the Qualtrics LTI: 

Once you have chosen whether to add the survey at the institute or department level, go to that section of the Qualtrics LTI. You can access the institute and/or department surveys from the “Admin” tab in Canvas Global Navigation (depending on your rights & permissions within your institution). 

Next, click on the “+ Add survey” button in the right-hand corner. 

Follow the steps in the GIF below to finish adding your survey to Canvas with the Qualtrics LTI:

Once your survey is added, you will be brought to the Survey page where you can toggle between the survey details, settings, data fields, and linked assignments tabs (see the image below). 

Congratulations! You have successfully added a Qualtrics survey to Canvas with the Qualtrics LTI. Now you can configure your survey settings and (optional) data fields. For more information on how to configure survey settings, see this page. For more information on how to activate and use embedded data fields, see this page. 

Once you are happy with your survey settings and data fields, you can add your survey to an assignment in a Canvas course. Please see the next help article called “Using Qualtrics LTI as an Admin Part 2: Distributing a Survey in Canvas as an Assignment” for more information.