3 Ways to Take Your Audience on a Survey Adventure
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The document discusses advanced programming features in Qualtrics like embedded data, triggers, logic, and survey flow. It provides examples of how these features can be used to: 1) determine if a respondent is a teacher or principal and show the appropriate questions; 2) customize headers and themes based on embedded data; and 3) create a login system to allow respondents to resume a survey on different devices. The examples demonstrate how these features can be combined to build sophisticated surveys and manage survey responses.
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3 Ways to Take Your Audience on a Survey Adventure
- 1. 3 Ways to Take Your Audience on a Survey Adventure
- 2. Who is Qualtrics? Leader in Enterprise Customers Leader in Growth and Innovation Leader in Colleges and Universities
- 3. What are People Doing? • Customer loyalty/NPS • Product/concept Testing • Event Registration • Voice of the customer • Market research • Employee feedback • Academic research • Website feedback
- 4. Today’s Presenters Braydon Anderson Target Audience Lead Qualtrics Rachel Messick Support Team Lead Qualtrics
- 6. Embedded Data 1. Triggers 2. Logic 3. Survey Flow
- 7. Webinar Goals 1. Show how Qualtrics can make your sophisticated research easier 2. Introduction to advanced programming features 3. Learn how to better leverage Qualtrics
- 8. Agenda • Embedded Data • Triggers, Logic, Survey Flow – Problem – Solution – How it’s done
- 9. Agenda • Embedded Data • Triggers, Logic, Survey Flow – Problem – Solution – How it’s done
- 10. Embedded Data
- 11. Embedded Data is the flour of advanced survey building.
- 12. Three ways to use Embedded Data 1. Information that you have about your respondents before they even take the survey. 2. Programming inside of the survey. 3. Filtering your reports after you’ve collected responses.
- 13. Create a File to Import
- 15. Group people based on how they answer questions to then see a specific blocks
- 16. Use embedded data to filter your reports.
- 17. Embedded data is used with . . . 1. Information known beforehand 2. Programming throughout the Survey Flow 3. Filtering your reports Summary
- 18. Agenda • Embedded Data • Triggers, Logic, Survey Flow – Problem – Solution – How it’s done
- 19. 1. Triggers What happens when a response is recorded?
- 20. Scenario: • Education technology company (“ABC Learning”) • Ongoing customer satisfaction survey for the “Learning Tablet” • School principals take survey to nominate teachers • Teachers profiles are created and stored in a panel for future emails • Teachers receive first satisfaction survey by email
- 21. Complete Project: Principal clicks on link… http://survey.qualtrics.com/SE/? SID=SV_54GERy7OKg3R7kF
- 26. Teachers Receive Email: Dear Janice, Please take this short survey regarding your experience with the ABC Learning Tablet. Thanks!
- 29. HOW IT’S DONE
- 30. Here’s what’s cookin’: Trigger Tart 1. Use embedded data to determine whether respondent is a teacher or a principal 2. If principal… 1. Use display logic to only show principal questions 2. Use email trigger to send email to teachers 3. Use panel trigger to store teachers in panel 3. If teacher… 1. Use display logic to only show teacher questions
- 31. Here’s what’s cookin’: Trigger Tart 1. Use embedded data in URL to determine whether respondent is a teacher or a principal 2. If principal… 1. Use display logic to only show principal questions 2. Use email trigger to send email to teachers 3. Use panel trigger to store teachers in panel 3. If teacher… 1. Use display logic to only show teacher questions
- 32. Embedded Data in URL • Principal URL: – /SE/?SID=SV_5Kg3R7kF • Teacher URL: – /SE/?SID=SV_5Kg3R7kF&Teacher=1
- 33. Here’s what’s cookin’: Trigger Tart 1. Use embedded data in URL to determine whether respondent is a teacher or a principal 2. If principal… 1. Use display logic to only show principal questions 2. Use email trigger to send email to teachers 3. Use panel trigger to store teachers in panel 3. If teacher… 1. Use display logic to only show teacher questions
- 35. Here’s what’s cookin’: Trigger Tart 1. Use embedded data in URL to determine whether respondent is a teacher or a principal 2. If principal… 1. Use display logic to only show principal questions 2. Use email trigger to send email to teachers 3. Use panel trigger to store teachers in panel 3. If teacher… 1. Use display logic to only show teacher questions
- 36. One trigger per teacher: 36
- 37. Here’s what’s cookin’: Trigger Tart 1. Use embedded data in URL to determine whether respondent is a teacher or a principal 2. If principal… 1. Use display logic to only show principal questions 2. Use email trigger to send email to teachers 3. Use panel trigger to store teachers in panel 3. If teacher… 1. Use display logic to only show teacher questions
- 38. One trigger per teacher: 38
- 39. Here’s what’s cookin’: Trigger Tart 1. Use embedded data in URL to determine whether respondent is a teacher or a principal 2. If principal… 1. Use display logic to only show principal questions 2. Use email trigger to send email to teachers 3. Use panel trigger to store teachers in panel 3. If teacher… 1. Use display logic to only show teacher questions
- 41. Key Takeaways 1. Email triggers… 1. Send upon survey completion 2. Can include dynamic content using piped text 2. Panel triggers… 1. Create panel members upon survey completion
- 42. Agenda • Embedded Data • Triggers, Logic, Survey Flow – Problem – Solution – How it’s done
- 43. 2. Advanced Display Logic
- 44. Scenario: • You have multiple products that need to be evaluated. • You want each respective product to have a custom theme and custom header.
- 46. HOW IT’S DONE
- 47. Here’s what’s cookin’: Display Logic Delight 1. Create the Header 2. Assign the Header and the Theme 1. Give Header a value 2. Give the Theme a value 3. Create the in-page display logic
- 48. Here’s what’s cookin’: Display Logic Delight 1. Create the Header 2. Assign the Header and the Theme 1. Give Header a value 2. Give the Theme a value 3. Create the in-page display logic
- 51. Here’s what’s cookin’: Display Logic Delight 1. Create the Header 2. Assign the Header and the Theme 1. Give Header a value 2. Give the Theme a value 3. Create the in-page display logic
- 53. Here’s what’s cookin’: Display Logic Delight 1. Create the Header 2. Assign the Header and the Theme 1. Give Header a value 2. Give the Theme a value 3. Create the in-page display logic
- 55. Summary http://survey.qualtrics.com/SE/?SID=SV_b4asrNBf3Bb0crr Let’s recap and look at the survey again
- 56. Agenda • Embedded Data • Triggers, Logic, Survey Flow – Problem – Solution – How it’s done
- 57. 3. Survey Flow Making your survey a dynamic experience
- 58. Scenario: • Human Resource Consulting Firm • Sending large survey to client base • Distribute using anonymous link • Respondents create login, and use login to reenter survey session on any computer
- 67. Click on anonymous link from home: http://survey.qualtrics.com/SE/?SID=SV_bDtOqJCNMx6v8WN
- 71. HOW IT’S DONE
- 72. Here’s what’s cookin’: Survey Flow Souffle 1. Find out if the respondent is new or returning 2. If new… 1. Direct to login creation blocks 2. Use panel trigger to store info in panel 3. Use embedded data tricks to redirect respondent to login page 4. Respondent logs in using authenticator 3. If returning… 1. Use embedded data tricks to skip login creation 2. Respondent logs in using authenticator
- 73. Here’s what’s cookin’: Survey Flow Souffle 1. Find out if the respondent is new or returning 2. If new… 1. Direct to login creation blocks 2. Use panel trigger to store info in panel 3. Use embedded data magic to redirect respondent to login page 4. Respondent logs in using authenticator 3. If returning… 1. Use embedded data magic to skip login creation 2. Respondent logs in using authenticator
- 75. Here’s what’s cookin’: Survey Flow Souffle 1. Find out if the respondent is new or returning 2. If new… 1. Direct to login creation block 2. Use panel trigger to store info in panel 3. Use embedded data magic to redirect respondent to login page 4. Respondent logs in using authenticator 3. If returning… 1. Use embedded data magic to skip login creation 2. Respondent logs in using authenticator
- 77. Here’s what’s cookin’: Survey Flow Souffle 1. Find out if the respondent is new or returning 2. If new… 1. Direct to login creation block 2. Use panel trigger to store info in panel 3. Use embedded data magic to redirect respondent to login page 4. Respondent logs in using authenticator 3. If returning… 1. Use embedded data magic to skip login creation 2. Respondent logs in using authenticator
- 79. Here’s what’s cookin’: Survey Flow Souffle 1. Find out if the respondent is new or returning 2. If new… 1. Direct to login creation block 2. Use panel trigger to store info in panel 3. Use embedded data to redirect respondent to login page 4. Respondent logs in using authenticator 3. If returning… 1. Use embedded data to skip login creation 2. Respondent logs in using authenticator
- 80. &Registrant=1
- 81. Skip past first two branches
- 83. Here’s what’s cookin’: Survey Flow Souffle 1. Find out if the respondent is new or returning 2. If new… 1. Direct to login creation block 2. Use panel trigger to store info in panel 3. Use embedded data magic to redirect respondent to login page 4. Respondent logs in using authenticator 3. If returning… 1. Use embedded data magic to skip login creation 2. Respondent logs in using authenticator
- 85. Here’s what’s cookin’: Survey Flow Souffle 1. Find out if the respondent is new or returning 2. If new… 1. Direct to login creation block 2. Use panel trigger to store info in panel 3. Use embedded data magic to redirect respondent to login page 4. Respondent logs in using authenticator 3. If returning… 1. Use embedded data to skip login creation 2. Respondent logs in using authenticator
- 86. Skip past second branch
- 88. Here’s what’s cookin’: Survey Flow Souffle 1. Find out if the respondent is new or returning 2. If new… 1. Direct to login creation block 2. Use panel trigger to store info in panel 3. Use embedded data magic to redirect respondent to login page 4. Respondent logs in using authenticator 3. If returning… 1. Use embedded data magic to skip login creation 2. Respondent logs in using authenticator
- 90. Key Takeaways 1. Question Blocks categorize and group questions 2. Branch Logic makes the flow dynamic 3. Authenticators tie responses to panel members
- 92. Takeaways • Embedded data is the answer (usually) • Learn with tutorials, videos and articles on the support webpage – qualtrics.com/university • Call us!
- 93. Thank You!