3 Ways to Take Your Audience on a Survey Adventure
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Transcript of 3 Ways to Take Your Audience on a Survey Adventure
3 Ways to Take Your Audience on a
Survey Adventure
Who is Qualtrics?
Leader in Enterprise Customers
Leader in Growth and Innovation
Leader in Colleges and Universities
What are People Doing?
• Customer loyalty/NPS • Product/concept Testing • Event Registration • Voice of the customer • Market research • Employee feedback • Academic research • Website feedback
Today’s Presenters
Braydon Anderson Target Audience Lead
Qualtrics
Rachel Messick Support Team Lead
Qualtrics
Embedded Data 1. Triggers 2. Logic 3. Survey Flow
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
Agenda • Embedded Data
• Triggers, Logic, Survey Flow – Problem – Solution – How it’s done
Agenda • Embedded Data
• Triggers, Logic, Survey Flow – Problem – Solution – How it’s done
Embedded Data
Embedded Data is the flour of advanced survey building.
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.
Create a File to Import
Group people based on how they answer questions to then see a specific blocks
Use embedded data to filter your reports.
Embedded data is used with . . . 1. Information known beforehand
2. Programming throughout the Survey Flow
3. Filtering your reports
Summary
Agenda • Embedded Data
• Triggers, Logic, Survey Flow – Problem – Solution – How it’s done
1. Triggers
What happens when a response is recorded?
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
Complete Project:
Principal clicks on link…
http://survey.qualtrics.com/SE/?SID=SV_54GERy7OKg3R7kF
Panel Members Created:
Teachers Receive Email:
Dear Janice, Please take this short survey regarding your experience with the ABC Learning Tablet. Thanks!
HOW IT’S DONE
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
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
Embedded Data in URL • Principal URL:
– /SE/?SID=SV_5Kg3R7kF • Teacher URL:
– /SE/?SID=SV_5Kg3R7kF&Teacher=1
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
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
One trigger per teacher:
36
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
One trigger per teacher:
38
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
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
Agenda • Embedded Data
• Triggers, Logic, Survey Flow – Problem – Solution – How it’s done
2. Advanced Display Logic
Scenario: • You have multiple products that need to be
evaluated. • You want each respective product to have a custom
theme and custom header.
http://survey.qualtrics.com/SE/?SID=SV_b4asrNBf3Bb0crr
HOW IT’S DONE
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
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
Create “BakedGoodHeader” Field
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
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
Set In-Page Logic
Summary
http://survey.qualtrics.com/SE/?SID=SV_b4asrNBf3Bb0crr
Let’s recap and look at the survey again
Agenda • Embedded Data
• Triggers, Logic, Survey Flow – Problem – Solution – How it’s done
3. Survey Flow Making your survey a dynamic experience
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
Complete Project:
http://survey.qualtrics.com/SE/?SID=SV_bDtOqJCNMx6v8WN
Click on anonymous link from home:
http://survey.qualtrics.com/SE/?SID=SV_bDtOqJCNMx6v8WN
HOW IT’S DONE
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
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
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
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
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
&Registrant=1
Skip past first two branches
Enter third branch
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
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
Skip past second branch
Enter third branch
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
Key Takeaways 1. Question Blocks categorize and group
questions 2. Branch Logic makes the flow dynamic 3. Authenticators tie responses to panel
members
Key Takeaways
Be Creative
Takeaways • Embedded data is the answer (usually) • Learn with tutorials, videos and articles on the support
webpage – qualtrics.com/university • Call us!
Thank You!