Survey Options

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Revision as of 12:34, 18 March 2010 (edit) Lillianc (Talk | contribs) (New page: == Advanced Survey Options == After an advanced option is selected, a popup window will appear that allows you to set the specific parameters. == Strip formatting == This feature allows...) ← Older edit		Current revision (11:01, 29 October 2012) (edit) (undo) Lillianc (Talk | contribs) m (→Survey Language)
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-	== Advanced Survey Options ==	+	Survey options can be accessed through the Survey Editor Toolbar of the "Edit Survey" tab
-	After an advanced option is selected, a popup window will appear that allows you to set the specific parameters.	+	[[Image:Surveybar.PNG]]
-	== Strip formatting ==	+	Note: in order for any survey option changes to take place, you must be sure to hit save at the bottom right corner of the popup window.
-	This feature allows you to remove all text formatting for selected questions and return them to default.	+
-	== Auto-number Questions ==	+	== Survey Experience ==
-	This feature allows you to automatically renumber your questions. Click on the numbering type to change. Remember that these numbers will not appear to the survey responders.	+
-	* Sequential numbering renumbers the questions from beginning to end starting with 1 (Q1, Q2….)	+
-	* Block Numbering renumbers the questions based on the block.  (Block 1: Q1.1, Q1.2; Block 2: Q2.1, Q2.2)	+
-	* Internal ID numbering will change the question label to the original question ID generated when you first created the question. (QID1, QID2, etc. – The prefix will remain Q)	+
-	* Changing the Prefix allows you to change the prefix to any label you wish to use. Note that SPSS requires variable labels to start with letters, not numbers.	+
-		+
-	== Check survey accessibility ==	+
-	Determines whether your survey is accessible to people with disabilities.	+
-	== E-mail Triggers ==	+	=== Adding a back button ===
-	A trigger can be used to send an email message to yourself or others each time a survey is completed (default) or each time a certain condition is met during the survey (click “add a condition)	+	Allow respondents to move back in the survey and change responses. Allows respondent to move forward or backward in the survey.
		+	* The back button will work only within a block, not between separate blocks
		+	* The back button is useful to have on when you are testing skip and display logic
		+	* Not a default option - but it is recommended to enable it
-	* In the body of the email, a summary of that particular survey response can also be sent.	+	=== Save and continue ===
-	* The email trigger is useful when you are using Qualtrics for a reservation form or some other “survey” that will have simple and periodic responses that would be more convenient to receive through email, rather than logging into Qualtrics repeatedly.	+	Allows respondent to stop survey and then come back at the same place.
-	* An advantage to using the trigger to send responses through email is that the recipient doesn’t need to know how to use Qualtrics to retrieve results.	+
-		+
-	== Panel Triggers ==	+
-	A trigger can be used to add a respondent to an existing panel each time a survey is completed (default) or each time a certain condition is met during the survey (click “add a condition)	+
-	Essential panel fields will be updated; you can also add question responses and other embedded data (add additional fields)	+	* When a personalized individual link is sent out, the link will remember where the respondent left off
-		+	* When an anonymous link is used, a cookie is placed on the browser to remember the user. Multiple browsers opened on one computer will count as separate users.
-	== Quotas ==	+	* This option is selected by default. However, there is no automatic written indication or notice for respondents that this is an option. Unless it is written in the instructions, they would never know about it
-	Quotas can be set based on responses to a question or based on embedded data (embedded data must be included in the survey flow).	+
-	NOTE: Use caution when using the quota feature to shut down a survey after a certain number of completed responses. If many people have entered the survey simultaneously, there could be problems with the survey shutting down properly and/or too many survey responses will be collected.	+
-	== Conjoints ==	+	=== Show export tags ===
-	Coming soon...	+	When turned on, the survey respondent sees the export ID tag (QID) of the question. This may be helpful when collaborating with users in developing the survey.
-	== Translate survey ==	+	=== Use Custom Survey Validation Messages ===
-	Coming soon...	+	Use this to change the default error message.
-	== Scoring ==	+	=== Survey Language ===
-	Coming soon...	+	Changes the language of the error messages and end of survey message. This is not the place to translate your actual survey. To translate your survey, go to [[Advanced Survey Options]].
-	== Test survey ==	+	=== Survey Title ===
-	Coming soon...	+	This text will appear in the browser as the window or tab title.
-	== Import survey ==	+	== Survey Protection ==
-	Coming soon...	+
-	== Export survey ==	+	=== Open access ===
-	Coming soon...	+	Allow anyone with access to the generic link to take the survey.
		+
		+	=== By invitation only ===
		+	The generic link is disabled and only personalized links sent out by the survey mailer will function.
		+
		+	=== Password protection ===
		+	A password you specify must be entered for the respondent to take the survey.
		+
		+	=== Prevent ballot-box stuffing  ===
		+	Prevents the survey from being taken by the same user more than once. A cookie is placed on the browser to remember the user. This applies only to surveys accessed through the generic link. The survey mailer automatically allows only one use per individual link, unless “multiple completes per link” is specified.
		+	* Even with this feature on, sometimes some IPs will appear numerous times in the dataset. Some browsers such as AOL record the same IP for everyone according to RSB contacts at commercial panels.
		+	* When surveys are distributed using the panel, even if this feature is turned off, panelists will only be able to access the survey once. The receive the message that their “responses have been recorded”.
		+
		+	=== HTTP referer verification [''sic''] ===
		+	This feature specifies a specific URL from which the survey must be accessed.
		+
		+	=== Prevent Indexing ===
		+	Prevent search engines from finding your survey
		+
		+	=== Survey expiration ===
		+	You can customize the start and end dates and times you would like your survey to be accessible.
		+
		+	== Survey Termination ==
		+
		+	=== Default end of survey message ===
		+	"We thank you for your time spent taking this survey. Your response has been recorded"
		+
		+	=== Redirect to single response report ===
		+	Shows the individual report identical to the one available in View Results -> Responses.
		+
		+	=== End-of-survey message from a library ===
		+	Messages can be taken from the library. Any end-of-survey message declared here will act as the primary message. However, if different messages are required depending on how individuals answer portions of the survey, they can be specified in the survey flow by creating a branch and then adding the end of survey command with a customized end of survey message.
		+
		+	=== Redirect to a URL ===
		+	Take respondents to a different website or survey after they complete the first survey
		+
		+	NOTE: The redirect and end-of-survey messages cannot be used together. If you need a message and also the ability to send respondents to a different website, provide the link to that website in the end-of-survey message or place the desired end-of-survey message in the survey that you are redirecting to.
		+
		+	=== Send additional thank you email from a library ===
		+	Only for those respondents who get survey from the Qualtrics Survey Mailer
		+
		+	=== Anonymize Response ===
		+	Disconnects response from the panel to make the response anonymous
		+
		+	== Inactive Surveys ==
		+	When a survey is deactivated, you can show respondents a custom message or select the default message.
		+
		+	== Partial Completion ==
		+	This section allows you to determine how long a survey can remain open before it is closed and data is recorded (from first click).
		+
		+	== Response Set ==
		+	* Group responses according to date or distribution method
		+	* Response sets allow you to place survey responses into different buckets. For example, quarterly or monthly surveys could be collected in different buckets. This allows you to view results of the same survey for different collection periods.
		+	* Only one response set can be used at one time
		+
		+	== ADVANCED TIP ==
		+	If you are conducting a survey in which the respondents’ identities shouldn’t be linked to their responses, but you need to know their names to track participation, the redirect option is a useful tool. At the conclusion of the confidential survey, simply redirect to a separate short survey asking for name verification. The names of all people who participated will be stored separately from the data maintaining confidentiality.
		+
		+	[[Category:Advanced]]

---

Current revision

Survey options can be accessed through the Survey Editor Toolbar of the "Edit Survey" tab

Note: in order for any survey option changes to take place, you must be sure to hit save at the bottom right corner of the popup window.

Contents 1 Survey Experience 1.1 Adding a back button 1.2 Save and continue 1.3 Show export tags 1.4 Use Custom Survey Validation Messages 1.5 Survey Language 1.6 Survey Title 2 Survey Protection 2.1 Open access 2.2 By invitation only 2.3 Password protection 2.4 Prevent ballot-box stuffing 2.5 HTTP referer verification [sic] 2.6 Prevent Indexing 2.7 Survey expiration 3 Survey Termination 3.1 Default end of survey message 3.2 Redirect to single response report 3.3 End-of-survey message from a library 3.4 Redirect to a URL 3.5 Send additional thank you email from a library 3.6 Anonymize Response 4 Inactive Surveys 5 Partial Completion 6 Response Set 7 ADVANCED TIP

[edit] Survey Experience

[edit] Adding a back button

Allow respondents to move back in the survey and change responses. Allows respondent to move forward or backward in the survey.

• The back button will work only within a block, not between separate blocks
• The back button is useful to have on when you are testing skip and display logic
• Not a default option - but it is recommended to enable it

[edit] Save and continue

Allows respondent to stop survey and then come back at the same place.

• When a personalized individual link is sent out, the link will remember where the respondent left off
• When an anonymous link is used, a cookie is placed on the browser to remember the user. Multiple browsers opened on one computer will count as separate users.
• This option is selected by default. However, there is no automatic written indication or notice for respondents that this is an option. Unless it is written in the instructions, they would never know about it

[edit] Show export tags

When turned on, the survey respondent sees the export ID tag (QID) of the question. This may be helpful when collaborating with users in developing the survey.

[edit] Use Custom Survey Validation Messages

Use this to change the default error message.

[edit] Survey Language

Changes the language of the error messages and end of survey message. This is not the place to translate your actual survey. To translate your survey, go to Advanced Survey Options.

[edit] Survey Title

This text will appear in the browser as the window or tab title.

[edit] Survey Protection

[edit] Open access

Allow anyone with access to the generic link to take the survey.

[edit] By invitation only

The generic link is disabled and only personalized links sent out by the survey mailer will function.

[edit] Password protection

A password you specify must be entered for the respondent to take the survey.

[edit] Prevent ballot-box stuffing

Prevents the survey from being taken by the same user more than once. A cookie is placed on the browser to remember the user. This applies only to surveys accessed through the generic link. The survey mailer automatically allows only one use per individual link, unless “multiple completes per link” is specified.

• Even with this feature on, sometimes some IPs will appear numerous times in the dataset. Some browsers such as AOL record the same IP for everyone according to RSB contacts at commercial panels.
• When surveys are distributed using the panel, even if this feature is turned off, panelists will only be able to access the survey once. The receive the message that their “responses have been recorded”.

[edit] HTTP referer verification [sic]

This feature specifies a specific URL from which the survey must be accessed.

[edit] Prevent Indexing

Prevent search engines from finding your survey

[edit] Survey expiration

You can customize the start and end dates and times you would like your survey to be accessible.

[edit] Survey Termination

[edit] Default end of survey message

"We thank you for your time spent taking this survey. Your response has been recorded"

[edit] Redirect to single response report

Shows the individual report identical to the one available in View Results -> Responses.

[edit] End-of-survey message from a library

Messages can be taken from the library. Any end-of-survey message declared here will act as the primary message. However, if different messages are required depending on how individuals answer portions of the survey, they can be specified in the survey flow by creating a branch and then adding the end of survey command with a customized end of survey message.

[edit] Redirect to a URL

Take respondents to a different website or survey after they complete the first survey

NOTE: The redirect and end-of-survey messages cannot be used together. If you need a message and also the ability to send respondents to a different website, provide the link to that website in the end-of-survey message or place the desired end-of-survey message in the survey that you are redirecting to.

[edit] Send additional thank you email from a library

Only for those respondents who get survey from the Qualtrics Survey Mailer

[edit] Anonymize Response

Disconnects response from the panel to make the response anonymous

[edit] Inactive Surveys

When a survey is deactivated, you can show respondents a custom message or select the default message.

[edit] Partial Completion

This section allows you to determine how long a survey can remain open before it is closed and data is recorded (from first click).

[edit] Response Set

• Group responses according to date or distribution method
• Response sets allow you to place survey responses into different buckets. For example, quarterly or monthly surveys could be collected in different buckets. This allows you to view results of the same survey for different collection periods.
• Only one response set can be used at one time

[edit] ADVANCED TIP

If you are conducting a survey in which the respondents’ identities shouldn’t be linked to their responses, but you need to know their names to track participation, the redirect option is a useful tool. At the conclusion of the confidential survey, simply redirect to a separate short survey asking for name verification. The names of all people who participated will be stored separately from the data maintaining confidentiality.