How do I use the Qualtrics Survey Tool?

Qualtrics is a web-based survey and statistical analysis tool available to Penn Engineering staff, faculty, and students.

To use Qualtrics, log in with your PennKey at

The first time you log in, choose I don't have a Qualtrics account and agree to the terms of service.

Qualtrics provides excellent documentation and training materials:


If you are using Qualtrics to collect research data intended for publication, please contact the Institutional Review Board (IRB) before sending out your survey.

Require PennKey Authentication

When configuring PennKey authentication, you also have the option to capture some information about the authenticated user following these steps:

  1. Check the Capture respondent identifying info box.
  2. Click on the + icon to add an item.
  3. Add the identifying name you want to use in the first column, Embedded Data to Set....
  4. Add the SAML1 Formal Name in the Field From SSO column.

Use this example as a reference (Embedded Data = Field From SSO):

  eduPersonPrincipalName = urn:mace:dir:attribute-def:eduPersonPrincipalName
  employeeNumber = urn:mace:dir:attribute-def:employeeNumber
  mail = urn:mace:dir:attribute-def:mail
  displayName = urn:mace:dir:attribute-def:displayName
  sn = urn:mace:dir:attribute-def:sn
  givenName = urn:mace:dir:attribute-def:givenName


The user's PennName returned as
The user's 8-Digit Penn ID
The user's preferred email address from the Penn Directory
The user's full name, typically returned in a format similar to "Franklin, Benjamin"
The user's surname (family name, last name, etc.)
The user's given name (first name)

Please note that the mail, displayName, sn (surname) and givenName attributes are all suppressable by the user, so be prepared if this information is missing. In case where multiple values are returned for an attribute, Qualtrics will only record the first one. Consult the List of Shibboleth attributes available at Penn page for more information.

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