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!