Qualtrics - Using a "Collaboration Code" to share a survey

You can share a Qualtrics survey with another person using a special "collaboration code" that is created when you add their email address as a collaborator on a Qualtrics survey project. This article will walk you through the process of sharing a survey in this way. This method can be particularly useful when trying to share surveys between the ACES Qualtrics license and the UIUC campus Qualtrics license.

From your list of survey projects, click the three dots to the right of the survey you want to share.

click the 3 dots to the right of the survey and click Collaboration

Type the email address of the person you want to add as a collaborator.  If you are sharing a survey between licenses with yourself, type your own email address here.  Click Add Selected to place the email address in the Collaborator list below.  NOTE: It's important that you DO NOT use the Qualtrics Address Book lookup.  After you've selected the appropriate permissions for the collaboration, click the "Save" button at the bottom of the window.

type the email address, click add, click save

The Invite to collaborate confirmation window will then pop up.  Confirm that the address listed is correct, add any text you would like to the Custom Message, and then click "Invite".

confirm email address, click save

The email address that your collaborator will receive will look something like the one below.  Note the "Collaboration Code:" listed.  You will need to copy and paste this code in the next step.

copy the provided collaboration code in the email sent

Once the code has been received by the collaborator, they will need to login to their Qualtrics account.  If you are sharing between licenses, you will need to login to the account from the other license.  (i.e. If you have shared a survey from the UIUC campus Qualtrics license with your ACES Qualtrics account, you will need to login to your ACES Qualtrics account.)

Once your account is open and displaying your list of survey projects, click the "Shared with me" link on the upper left of the projects area.  When you click this link the "Enter Collaboration Code" link will appear near the top right of the projects area.  Click the "Enter Collaboration Code" link.

click shared with me on the right, then click enter collaboration code

To Accept the Survey Collaboration paste the code that you received in the email into the text field and click "Submit".

paste the collaboration code in the text field, click submit

The shared survey should now be available for you to view and edit as defined by the permissions assigned when it was shared.

note the newly shared survey in the project list



Keywords:
qualtrics, sharing, surveys, 'qualtrics transition', 'share survey with myself', 'share between licenses', 'qualtrics collaboration code', 'share outside organization', 'grant survey access' 
Doc ID:
127638
Owned by:
Joshua H. in Answers @ ACES
Created:
2023-05-04
Updated:
2023-05-05
Sites:
University of Illinois - College of ACES