Grouping Elements in the Survey Flow

Suite

Customer Experience Employee Experience Strategy & Research

Product

Qualtrics

What's on this page

About Survey Flow Groups

Have you ever needed to group elements in your randomizer, so they appear in a fixed order? Have you ever needed to organize content, but branching doesn’t seem quite right? Then a survey flow group is for you!

The group allows you to group elements in your survey flow together. This page explains how to create a group, and how to use it in some common scenarios.

Qtip: This page is about grouping elements together in the survey flow. It is not about user groups that allow you to create shared libraries and share surveys to many people at once.

Adding a Group

In your survey editor, go to the Survey flow by clicking the survey flow icon in the left navigation bar.

navigating to the survey flow by clicking the survey flow icon on the left navigation bar

Click Add Below on a specific block to add a group below it, or click Add a New Element to place a group at the bottom of the Survey Flow.

Qtip: You can always move this element later.

Select Group.

Click Untitled Group to rename it, then click Done. This is to help you organize content, so you don’t have to add a name if you don’t need to.

Click the Add a New Element Here that is indented under the group to add new elements within the group. You can also click Move on any element you want to add to the group and drag it underneath.

Click Save Flow when you’re done with your edits.

Saving the flow after the group has been set up

Organizing Content with Groups

Group elements can be great for keeping blocks paired together. This is useful if content always has to stay together, but you need to use separate blocks for it. This grouping can also be used to move a lot of items around together, without having to move elements one by one.

Items grouped under an Introduction group

Example: You have an introduction group that includes a block, an embedded data element, and a reference survey. Lots of colleagues are working on this survey with you, and you want to make sure that this content is never separated.

Create a group element.

Drag the appropriate elements underneath it by clicking Move and dragging those objects so they are indented under the group.

Name the group to clarify what you’re using it for.

Fixed Display Order within Randomization

Randomizing blocks is a great way to ensure the order of presentation doesn’t affect the responses your subjects give. However, sometimes it’s unavoidable that certain content under a randomizer has to appear in a certain order. For example, you’ll want to make sure stimuli always appears before the follow-up questions about that stimuli.

In our example set up, we have blocks devoted to Personality Questions, Stimuli, and Follow-Up Questions about Stimuli. We want Stimuli to always appear before the Follow-Up Questions block, but we don’t care if Personality Questions appear before or after stimuli-related content.

Under the randomizer, we add the Personality Questions block. Then we add a group element and drag the Stimuli block and the Follow-Up block under this group. See the set-up below.

Groups being used to separate out content

Qtip: Are you randomizing questions or choices, and want to achieve a similar effect? See out the advanced randomization for more information.

Types of Projects this Feature Is Available In

You can group elements in any type of project that lets you customize a survey flow. This includes:

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