> For the complete documentation index, see [llms.txt](https://help.metaforms.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.metaforms.ai/survey-programming-qualtrics/metaforms-chrome-extension-qualtrics-guide/using-metaforms-step-by-step.md).
# Using Metaforms: Step-by-Step
#### 1. Log in to Qualtrics
* Open Qualtrics in Chrome and log in with your usual account.
#### 2. Log in to Metaforms
* Click the Metaforms icon to open the extension.
* Sign in with your Metaforms credentials.
#### 3. Configure your Qualtrics URLs
The first time you log in, Metaforms asks for your Qualtrics URLs. The extension works only on the Qualtrics URLs added here.
* Copy the URL from the Qualtrics address bar and paste it into **Qualtrics URLs**, for example `https://yourorg.az1.qualtrics.com`.
* If your organization uses more than one Qualtrics instance, click **Add another URL** and paste each one.
* Click **Save and continue**.
#### 4. Open the Qualtrics survey
* In Qualtrics, create a new project, or upload the QSF file for the survey you want to program.
* Keep that survey open. The extension detects the Qualtrics page when its URL has been added.
#### 5. Enter the project details
* After the survey is open, the extension asks for the project name and study type.
* Select **Ad Hoc**.
* Select test mode if this project should run in test mode.
#### 6. Create the project in Metaforms
* Enter the same project name you used in Qualtrics.
* Leave the study type as **Ad Hoc**, then click **Create Project**.
#### 7. Choose AI rules and upload the questionnaire
* Choose whether to apply AI rules to this project.
Use an AI rule when Metaforms should follow the same programming standard on every question. A rule is a standing requirement, not a one-time edit.
Example standard: “For all single-select questions, include a ‘Prefer not to answer’ option unless the client specifically excludes it.”
If you already have standards written down, email the explanation to . The Metaforms team can add the rule for you. If you do not need a rule for this project, continue to the questionnaire upload.
* If you haven't uploaded a template QSF, Qualtrics starts with one block that contains a single-select question. In the extension, upload the questionnaire Metaforms should program.
* Supported file types are `.doc`, `.docx`, `.xls`, `.xlsx`, and `.pdf`.
#### 8. Generate the first questions
* Click **Generate Next 5 Questions**.
* Wait while the extension reads the questionnaire and creates the questions.
* When the batch finishes, Qualtrics reloads. Review the new questions in the **Survey** builder, then open **Survey flow** and confirm the new blocks and elements are in the right order before you continue.
Survey flow after the first batch
#### 9. Edit questions that are already created
* To update questions that are already in the survey, type the instruction in the prompt box and send it. You do not need a separate edit action.
{% hint style="success" %}
**Example prompt**
Add () to the respondent instructions and add a br before each respondent instruction.
{% endhint %}
* Metaforms lists an update for each question and ticks it off as it is applied.
* After you see **Completed all actions**, check the questions in the builder and confirm the instruction formatting changed. In this example, the S1 instruction now reads *(Mandatory to answer)* on its own line.
S1 after the edit is applied
#### 10. Generate the next batch
* After your edits are complete, click **Generate Next 5 Questions**.
* The Chat Assistant lists each action and ticks it off as it finishes. Keep the extension open until you see **Completed all actions**.
* Review the new questions in the **Survey** builder: question text, answer choices, question type, and hidden questions.
Builder after the next batch
* Open **Survey flow** again and confirm the latest blocks, branches, and End of Survey elements are in the right order.
Survey flow after the next batch
{% hint style="warning" %}
Check both the **Survey** builder and **Survey flow** before you generate the next batch. Fixing an issue now stops it from carrying into later questions.
{% endhint %}
* Repeat the review, edit, and generate cycle until the questionnaire is fully programmed.
For the question types Metaforms can create, see [Question types supported](/survey-programming-qualtrics/metaforms-chrome-extension-qualtrics-guide/question-types-supported.md).
---
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