Create a survey that requires campus portal login (Shibboleth SSO) for respondents
This article covers how to create a Qualtrics survey that requires respondents to sign in to the CSUF campus portal (Shibboleth SSO) in order to access and respond to the survey.
Note that this integration does not work with a Preview survey; it will only work with a published survey.
Choose what you want to do:
1. Log in to the campus portal and access Qualtrics.
2. Open your Qualtrics survey. Click on the Survey flow icon in the Survey section.
- Open your Qualtrics survey.
- Click on the Survey flow icon in the Survey section.
3. Click Add a New Element Here.
4. Click Authenticator.
5. Click on Authentication Type and choose SSO.
- Click on the Authentication Type drop-down menu.
- Select SSO.
6. Uncheck Associate Respondent with Panel. Place a checkmark next to Capture respondent identifying info and then click Add Embedded Data.
- Uncheck Associate Respondent with Panel.
- Place a checkmark next to Capture respondent identifying info.
- Then click Add Embedded Data.
7. Start by entering CWID as the Embedded Data to Set in the field on the left. Then enter uid as the Field from SSO in the field on the right. Then click the green plus button to add another row.
You will need to enter these fields exactly as written here for the connection to work.
- Enter CWID as the Embedded Data to Set.
- Enter uid as the Field from SSO.
8. Enter the information below for the other four rows that are needed for this integration.
- Enter Email as the Embedded Data to Set and mail as the Field from SSO.
- Enter FirstName as the Embedded Data to Set and givenName as the Field from SSO.
- Enter LastName as the Embedded Data to Set and sn as the Field from SSO.
9. Next, click on SSO Type and select Shibboleth. The Connection should automatically be set to fullerton authenticator.
- Click on the SSO Type drop-down menu and select Shibboleth.
- The Connection should automatically be set to fullerton authenticator.
10. If there are any questions or other blocks above the authentication block, click Move and then drag the authentication block to the very top.
Having the authentication block at the top of your survey flow means that all respondents will have to sign in to view the survey questions.
Note you may need to click on the image below to view the animation.
11. Then move all of your survey question blocks so they are nested under the authentication block.
Qualtrics Support's guide on Authenticators recommends that all blocks/content that you want to authenticate are nested beneath the authentication block for the best results.
Note you may need to click on the image below to view the animation.
12. Click Apply at the bottom right of the screen to save your changes.
13. You can now publish your survey as soon as you are done adding the survey questions.
You can use the anonymous survey link to distribute your survey; all respondents will be required to sign in to their campus portal account to access the survey so it will not truly be anonymous.
You must publish your survey before you can follow these steps.
1. Open your Qualtrics survey and click on Data & Analysis.
2. Under the Data tab, click on Column Chooser on the right.
- Click on the Data tab.
- Then click Column Chooser.
3. Click on Embedded Data. Then place a checkmark next to the field(s) you want to show on your report.
- Click on Embedded Data.
- Then place a checkmark next to each field you want to include on your report.
4. You will now see the selected fields on your report for each response.
Need More Help?
Questions related to training, support, survey creation and design
Contact Qualtrics support at 800-340-9194 or visit the Qualtrics support site.
Problems accessing Qualtrics or questions about your Qualtrics account
Faculty/Staff - contact the IT Help Desk at [email protected] or 657-278-7777.
Students - contact the Student IT Help Desk at [email protected] or 657-278-8888.