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Help Center

Using Qualzy

Using Qualzy

Everything you need to know to successfully create Qualzy projects.

People

How do I add tags to multiple people?

How do I get to the main people import screen via the people browse?

How do I get to the main people import screen from the project dashboard?

What do the engagement dashes mean in people browse?

How do I export participant data into an excel document?

How do I manually add and remove a tag on a participant?

How do I filter participants in the people browse?

How do I search for people in the people browse?

What are moderator tags, and how do they work?

How do I edit a person's details?

How do I manually add moderators and observers via the project dashboard?

How do I import people to my project?

How do I manually add a participant in the people browse?

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Project basics & settings

How do I turn on Moderator Tools?

How do I change the level anonymity for participants?

What are the advanced notification settings?

How can I update the notification settings for the project?

How do I change the language of my project and update the timezone?

How do I set up my project introduction, and what information should I include?

How do I launch a project?

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Activity set up & Activity settings

How do I change the Activity Icon and it's Attributes

What types of activities are available on the Qualzy platform?

How do I set up a Card Score Activity?

How do I set up a watch & answer activity?

How do I add paragraphs?

How do I add Advanced question types to my form activity?

How do I add Media upload question types to my form activity?

How do I add Instruction question types to my form activity?

How do i set up a video player activty?

How do I set up a Rate New Ideas activity?

What are the advanced question settings in a form activity?

How do i set up an image select question in a form activity?

How do I set up a form activity?

How do I set an activity or activity group to only be available to a select group of participants?

How do I set up a Card Sort Activity?

How do I set up a Personal Canvas Activity?

How do I set up an Image Upload Activity?

How do I set up a Video Upload Activity?

How do I set up a Pin Task activity?

How do I set up a Social Post activity?

How do I set up an Information activity?

What is the difference between standard activity edit and quick activity edit?

How do I show all of the activities in an activity group at once?

How do I change the date/time an activity group is available?

How do I set an activity group to show immediately after the previous is completed?

How do I make adding media mandatory on a social post activity?

How do I change the completion settings on an activity?

How can I set up an activity to be completed multiple times?

How do I change the privacy settings on an activity?

How do I add an activity group to my project?

How do I set up a Rate Existing Ideas activity?

How do I add an activity to my project

How do I create a new project?

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Notifications

How do I see what emails have been sent in my project, including bounced emails?

How do I send an email on the platform?

Video Tools & Data Analytics

How do I export transcripts in responses?

FURTHER INFORMATION: Export Transcript Settings

How do I highlight content in responses?

How do I filter content in analysis?

How do I tag posts in responses?

How do I download media?

How do I translate content in responses?

How can I analyse a Pin Task Activity?

How do I download stats in responses?

How can I search for keywords in responses?

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Participant management & engagement

How do I access the engagement dashboard?

Moderating & Observing

How do I reply to participants posts in a live project?

How do I access moderator tools?