Support

UNM Support:

You may contact vendor support by clicking the '?' icon in the top right of the Qualtrics Homescreen while logged into the application.

You may also contact UNM's support team by filing a ticket at help.unm.edu or emailing qualtrics@unm.edu.

NOTE: The SSO authenticator does not work with the Qualtrics Offline Application.

Qualtrics is an experience management platform commonly used for surveys. You can set up your surveys to require respondents to authenticate with Shibboleth before taking the survey. You can use these authentication methods to collect some information about your respondents. Shibboleth allows you to collect more information from your respondents than CAS.

Shibboleth allows users to authenticate via SAML. SMAL is 2-way connection and available on UNM Qualtrics facility. The Shibboleth SSO authenticator uses UNM logins to authenticate respondents. Please make sure to use your account with UNM NetID and associated password. UNM HSC email containing @salud.unm.edu will not work with UNM Qualtrics facility. Respondents can only their UNM NetID credentials to being authenticate.

Note: Shibboleth SSO type may not work properly with preview survey, it is advised to publish survey to check full functionality of this feature.

To Setup Shibboleth Authenticator:

  1. While editing your survey, open the Survey flow. This image is showing that the user needs to click on the Survey flow icon in the left side panel while editing the survey to open the survey flow settings.
  2. Click Add a New Element Here or Add Below. This image is showing that the user needs to click either on Add a New Element Here below the question block or on Add Below next to the block to add a new element to the survey flow.
  3. Select Authenticator. This image is showing the Add a New Element window, where the user is selecting Authenticator from the list of options to add it to the survey.
  4. Change Authentication Type to SSO. SSO Type to Shibboleth. And Select connection to UNM Qualtrics. This image is showing the configuration panel for the Authenticator element. The user is setting Authentication Type to SSO, SSO Type to Shibboleth, and selecting UNM Qualtrics as the connection.
  5. Click Apply to save SSO configuration. This image is showing that the user needs to click on the Apply button to save the SSO configuration settings.
  6. After Applying these changes. Select Move to move the authentication block above all other blocks in your project at top. Click on Move and drag the Authentication block at top of your project. This image is showing the newly added authentication block in the survey flow. The user is clicking Move and dragging the authentication block to the top of the project, above all other blocks.
  7. After moving Authentication block at top of your project. It is necessary to move your authentication block at top of your project or move all other blocks under authenticator block. If Authenticator block is not at top of your project, Authentication won’t be requirement for respondents. This image is showing that the authentication block is now positioned at the top of the survey flow. It is instructing the user to ensure the authentication block stays at the top, or to move all other blocks under it, so that authentication will be required for respondents.
  8. Click Apply once again to save your changes.

 

TO CAPTURE IDENTIFYING INFORMATION (OPTIONAL)

  1. Enable Capture respondent identifying info. Enable Capture respondent identifying info.
  2. Now, click on Add Embedded Data. pict2.png
  3. Please input your embedded data filed name into “ Embedded Data to Set” text entry box to the left of the equal’s sign.

    Insert the formal or friendly names of the attributes that are being passed via SAML into the “ Field From SSO” text entry box.

    You can add and remove fields using plus sign (+) and minus sign (-) next to the Field from SSO text box. pict3.png

    Note: Our Qualtrics team had added some pre-approved Field that you can use for “Field From SSO”. Attached below is the list of fields you can use. If user required to use other fields like UNM ID, please contact our IT team with questions at qualtrics@unm.edu

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  4. Click Apply at right bottom corner to save your changes.
  5. Now, click on Add a New Element Here. pict5.png
  6. Click on Embedded Data. pict6.png
  7. Write the Data fields in the box. pict7.pngMake sure that filed name you have entered in the Embedded Data Set in Authentication should match in Embedded Data field.pict72.png
  8. With the help of Move option, move the Set Embedded Data tab above the Authentication tab. pict8.png
  9. Click Apply at bottom right corner to save your changes.

 

TO ASSOCIATE RESPONDENT WITH CONTACT LIST

By default, Shibboleth extension with SSO authenticators allow participants to take the survey multiple times. You can prevent this feature and restrict respondents to take survey only once by enabling Associate Respondent with Panel. This Option will force respondents to be a member of the selected contact list in order to take the survey.

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Note: How to add contact list in personal library

  • Click on the three lines at the top left corner of Qualtrics interface and then click on Directories. 

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  • Click on the Create list located on right side.

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  • After Clicking on Create a list, enter your list name. Then upload a file or enter manual input.

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If you have any questions about Qualtrics, please feel free to contact our IT team at qualtrics@unm.edu or open a help ticket at help.unm.edu.

UNM Qualtrics uses UNM's Azure AD and Multi-Factor Authentication (MFA) methods, like other systems on campus (e.g., LoboMail, O365 and Zoom).  This authentication method provides more security and protection for our users, allows automatic sign-on if you are already logged into another UNM site that uses Azure AD, and provides more standardization and consistency when accessing multiple applications at UNM. 

We recommend signing in to the UNM Azure AD site and making sure your phone number is correctly listed there and that you have more than one device/method set up, such as the Microsoft Authenticator Mobile app. This will ensure you can still access UNM systems if you lose one device. If you do not have a mobile device, see FastInfo 7823 for alternatives. For HSC users with SSO devices please refer to the Using "Private/inPrivate/Incognito browser" to resolve Main Campus - HSC Azure AD Authentication Conflicts.

Step 1. Go to https://unm.Qualtrics.com

 

Step 2. Enter your  UNM Net ID to Login.

If you are already logged in to UNM systems via Azure AD (Lobomail, UNM Zoom, Office 365, etc.) you will automatically be logged into Qualtrics.

Step 3. If you are not already logged in to UNM systems via Azure AD, you will be prompted to sign in. Enter your full UNM email address (e.g., @unm.edu). Do not just put your NetID. You must add the @unm.edu to the end as shown in Fig 3.

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Step 4. Enter your password. support-instructions-3

 

Step 5. Approve Multi-Factor Authentication (MFA) sign in request (via text, call or Authenticator app).  support-instructions-4

 

Step 6. If you select “Yes” on “Stay signed in,” the Azure AD system will set your session to be valid for 90 days or until you logout or change your password. If you select “No,” your session will be valid for 24 hours or until the browser window is closed.

 

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Microsoft Errors

If you receive the Microsoft "Sign-in is blocked" error (below), then you have made too many invalid login attempts and your account has been temporarily locked. The lockout time is generally 1 minute (more if you keep making invalid attempts). Please confirm you are logging in with your correct password and  full UNM email address (e.g. <netid@unm.edu>), not just your NetID or Salud email. 

If you still have problems, consult the article below. It provides additional information, including steps for getting support from the Main IT helpdesk.

Qualtrics Vendor Support

To contact Qualtrics support follow these steps:

Step 1. Go to https://Qualtrics.com/support-center

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Step 2. Click " Sign in with SSO".

Step 3. Enter "unm" as the Organization ID.

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Step 4. Click " Continue".

Step 5. Login with your UNM NetID credentials, if not logged into the browser.

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Step 6. Once logged in, you will see three options on the main screen. Select “ Get Technical Support”.

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Step 7. Select “ Survey Platform & XM Directory” or other option as needed.

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Step 8. Ask your question to Qualtrics Support AI Assistant.

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Step 9. If Qualtrics Support AI Assistant is unable to answer your question, select option “ No”.

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Step 10. Select “ Contact Support” and select “ Email” or any preferred method available.

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Step 11. It will direct you to the new page for Qualtrics vendor support. Enter the details.

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Step 12. Enter the details and click “ Submit”.

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If you would like to merge a Qualtrics account from a departmental Qualtrics license at UNM into UNM’s enterprise Qualtrics environment, please contact us at qualtrics@unm.edu and include your department name in the request.

Please note that features may vary between departmental Qualtrics instances and the UNM enterprise Qualtrics instance. While some differences may exist, the UNM enterprise Qualtrics platform is designed to provide the most comprehensive set of available features for UNM students, faculty, and staff.

If you are seeking to merge or transfer a Qualtrics account from another institution or from a personal Qualtrics license, please refer to the “Qualtrics Survey Transfer” section below for additional guidance.

Transferring Survey Ownership within UNM.

If you would like to transfer ownership of your Qualtrics survey to a colleague or someone in your department, please contact Qualtrics support at qualtrics@unm.edu and provide the following information:

  • New Owner Information: Name and email of the person who will become the new owner of the survey projects.
  • List of Surveys: The titles or project IDs of all surveys that require ownership transfer.
  • Permission Statement: A written confirmation from the current owner authorizing the transfer of ownership for the specified survey projects.

User Move Process (Old Institution to UNM)

If you would like to transfer Qualtrics survey from your previous institution to UNM’s Qualtrics instance. Please login at qualtrics.unm.edu and reach out to UNM Qualtrics support at qualtrics@unm.edu with the following information to start the transfer of surveys from different institution.

  • The name of the organization you are moving your account to.
  • If you already have an account in the new organization, then you will need to know its email address or NetID. To create new account please login at qualtrics.unm.edu
  • The email address or username of your old Qualtrics account and organization name.
  • Old organization’s Admin (Brand Administrator) permission or name to move your account to or from the organization.

Please keep the following information in mind for the user move process

  • You will lose your contacts unless you export
  • Any surveys that were sharedwith you or that you shared will be unshared during the move. To get access, the projects will need to be re-shared after the user move is complete. 
  • Any specialty products, such as 360, EE, CX Dashboards, and SMS distributions will not be transferred to your new account.
  • Any API integrations you've set up will likely need to be reformatted. 
  • Any text topics from Text iQ will not transfer to your new account. If you'd like to keep your text topics, you will need to export your topics from your old account and import them into your new account. 
  • Survey reports do not transfer in a user move. 
  • Workflows do not transfer in a user move. 
  • It is suggested that any surveys that are open should be closed before we can complete the move, since active survey links might encounter lost response if someone will try to take the survey during the move process.
  • You may only keep one account library (including graphics, messages, files, and surveys in your library).

If you receive an error similar to “Sorry, but we’re having trouble signing you in… The signed in user email is not assigned to a role for the application” the issue may be caused by your HSC NetID credentials being cached in your browser. If you receive this error, your choices are:

  • Use a browser second browser (e.g. Chrome, Firefox, Edge, Safari), one that is  different  from the one used to access the HSC applications. For example, if you use Chrome for HSC applications, use Firefox for Qualtrics and non-HSC applications, etc.
  • Open and use a Private/inPrivate/Incognito browser window in your current browser. For most browsers, you can do this by clicking on the three dots or three dashes in the upper-right corner of the browser window. For Safari, select File > New Private Window.
  • Log out of your current HSC Azure session, so you can log into the Main Campus Azure AD. You may need to clear your cache and cookies (in Safari -> Clear history).
Please contact UNM Qualtrics support at UNM IT on help.unm.edu or qualtrics@unm.edu for more information regarding custom domain requests.

If you would like to get familiar with Qualtrics software and its basic use cases, we recommend taking the XM Basecamp course offered by Qualtrics. Please note that it can take up to 24 hours for XM Basecamp to grant access after your first login to UNM Qualtrics.

  1. Make sure you are logged into https://qualtrics.unm.edu/
  2. Click the ? icon in the upper right-hand corner of the Qualtrics site once logged in.
Qualtrics help menu showing XM Basecamp option
  1. Click “Take courses on XM Basecamp”. You will be redirected to the vendor’s site.
  2. Click “Log in” at the top-right corner. If prompted, select “Qualtrics credentials.”
XM Basecamp login screen
  1. On the Qualtrics XM login screen, click “Sign in with SSO.”
SSO sign-in option
  1. When prompted for your ORG ID, enter: unm
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  1. Enter your UNM NetID credentials when prompted. Do not use an HSC ID, as it will not work.