Advanced Topics

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[edit] Randomization

Randomization can be achieved in three different ways:

Choice Randomization Choices can be randomized within a question
Question Randomization Questions can be randomized within a block
Block Randomization Blocks can be randomized within the survey

Block and question randomization order can be viewed when you Download Data in View Results. Choose the "Export Randomized Viewing Order data" option.

[edit] Piped Text

Carry over a response or written text from a previous question into the text of another question. Data can also be piped from panel data, embedded data, and scoring information.

[edit] Question Text

When editing the text of a question, you can pipe in text by clicking the text itself then selecting the "Piped Text" tab that appears above the text editing window

[edit] Choice Text

When editing the text of an answer choice, you can pipe in text by clicking the text itself then selecting the "Piped Text" option from the drop-down menu

[edit] Survey Mailer

Piped text can be entered into the message sent to respondents

[edit] Survey Flow

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

Survey Flow acts as a timeline for your survey to present blocks in a different order or to add advanced logic to the flow. By default, blocks are presented in the order they appear in Edit Survey. They can be moved simply by clicking "move" and dragging the block to another location in the flow. You can repeat blocks by adding the block again to the flow.

[edit] Elements of the survey flow toolbar

Block
Branch
Embedded data
Randomizer
Web Service
Authenticator
End of Survey

[edit] Block Randomization

Block randomization is programmed using the Survey Flow tool. This tool can be used to counterbalance conditions.

In Survey Flow, click "Add Below" and choose the "Randomizer".
If your blocks already appear in the Survey Flow, click "Move" and drag them as elements in the randomizer.
You can choose to display a subset of the blocks.
You can choose to evenly display the elements (in order to achieve counterbalancing).
- In order to randomize a set of blocks, you must create a branches with "dummy" conditions, e.g., display if the title of the survey is displayed

[edit] Embedded Data

Embedded data refers to variables from your panel that are not related to name and address information, as well as custom variables saved during the survey.

[edit] Setting Embedded Data

In order to set embedded data, refer to the Survey Flow tool. This will save embedded data into your data report.

From Edit Survey, go to Survey Flow
Click “Add below”
Click “Embedded Data”
In "Enter Embedded Data Field Here":

[edit] embedded data from previous questions

If you are entering a new embedded variable saved from previous questions, enter a new name for the embedded data. You must have previously gathered the embedded data value code by using piped text. Your question code generally has this format: ${q://QID18/ChoiceGroup/AllChoicesTextEntry}.

[edit] embedded variable from the URL

If you are entering the embedded variable from the URL, enter the name exactly as it appears in the URL.

e.g., in http://umich.qualtrics.com/SE?SID=SV_ekyxaaB4ERtSBAo&SVID=Prod&UID=LCTRIAL123 the variable name is UID.

The value will be set from the URL.

[edit] embedded variable from a panel

If you are entering the embedded variable from a previously uploaded panel, enter the name exactly as it appears in the panel. The value will be set from the panel.

[edit] static values

If you would like to create a static value, create a name for your embedded variable and enter the value to the right.

Note that embedded data field names are case-sensitive!!

[edit] View Code for Embedded Data

In order to view how Qualtrics codes your embedded data, follow the directions on how to use piped text. You can view this code in a question text to cut and paste elsewhere.

Embedded variables generally have this format: ${e://Field/variablename}

[edit] Authenticator

When using a generic survey link, you can verify the identity of the survey taker with existing panel data using the Authenticator option in Survey Flow. Essentially, the authenticator requires the respondent to "log in" to your survey by providing information that matches your panel data. See Qualtrics Authenticator Steps for detailed instructions.

[edit] Question Options

Display Logic, Carry Forward Choices, Skip Logic, Recode Values, Choice Randomization

[edit] Block Options

Block Options appear in the top right corner of each block

Viewing the block will preview only the specific block
Collapse Questions will show the questions without the choices (non-preview mode)
Lock the block so that no more changes can be made to it
Question Randomization allows you to choose how many questions from your block to present and what order
Loop and Merge allows you to repeat the block a certain number of times according to previously collected information
Move Block
Copy Block
Delete Block

[edit] Question Randomization

This tool randomizes the order in which the question appear in a particular block. For choice randomization, please refer to the question advanced options. For block randomization, refer to survey flow advanced options.

You have the option to do one or more of the following:

Change the fixed order of question presentation
Randomize all questions
Randomize a subset of questions
Exclude questions
Show only a certain number of questions per page

[edit] Loop and Merge

The Loop and Merge function allows you to repeat a block based on predefined values, such as embedded data, previous question choices, panel data, etc.

The loop and merge function is achieved by setting up a separate block that repeats based on information collected previously. Your multiple choice question which lists the choices will need to be kept in a block separate from the “loop and merge” block. All follow-up questions should be created in a new block.

In the new block's "Block Options" menu, select Loop and Merge.
In the Loop and Merge popup box, select “Turn on Loop and Merge”
Choose "Automatically bring in Field 1 from a question" and select the question that contains the choices you would like to loop over.
Specify “Selected choices” in the next drop down box. This is instructing Qualtrics that you will be repeating this one follow-up question over and over with each selected choice from your multiple choice question. Click Save.
Edit the text of the questions so that the selected choice appears in the question. To specify where each response choice will appear within your follow-up questions’ text, you will need to click on the text of the question and position your cursor in the spot you need the piped text to appear
Select “Piped text" tab, select "Loop and Merge Field” and select "Field 1"
In the question text, a placeholder that resembles this ${lm://Field/1} will be added.

You can randomize the loop order in the Loop and Merge tool

@@ Line 1: / Line 1: @@
-== [[Piped Text]] ==
+== Randomization ==
-Carry over a response or written text from a previous question into the text of another question. Data can also be [[Piped Text|piped]] from [[Panels|panel]] data, [[Embedded Data|embedded data]], and [[Scoring|scoring]] information.
+Randomization can be achieved in three different ways:
-== [[Embedded Data]] ==
+* [https://webservices.itcs.umich.edu/mediawiki/qualtrics/index.php/Question_Options#Choice_Randomization Choice Randomization] Choices can be randomized within a question
+* [https://webservices.itcs.umich.edu/mediawiki/qualtrics/index.php/Advanced_Topics#Question_Randomization Question Randomization] Questions can be randomized within a block
+* [https://webservices.itcs.umich.edu/mediawiki/qualtrics/index.php?title=Advanced_Topics&action=submit#Block_Randomization Block Randomization] Blocks can be randomized within the survey
+Block and question randomization order can be viewed when you Download Data in View Results. Choose the "Export Randomized Viewing Order data" option.
+== Piped Text ==
+Carry over a response or written text from a previous question into the text of another question. Data can also be piped from panel data, embedded data, and scoring information.
+=== Question Text ===
+When editing the text of a question, you can pipe in text by clicking the text itself then selecting the "Piped Text" tab that appears above the text editing window
+=== Choice Text ===
+When editing the text of an answer choice, you can pipe in text by clicking the text itself then selecting the "Piped Text" option from the drop-down menu
+=== Survey Mailer ===
+Piped text can be entered into the message sent to respondents
+== Survey Flow ==
+Survey Flow can be accessed through the Survey Editor Toolbar of the "Edit Survey" tab
+[[Image:Surveybar.PNG|caption]]
+Survey Flow acts as a timeline for your survey to present blocks in a different order or to add advanced logic to the flow. By default, blocks are presented in the order they appear in Edit Survey. They can be moved simply by clicking "move" and dragging the block to another location in the flow. You can repeat blocks by adding the block again to the flow.
+=== Elements of the survey flow toolbar ===
+* Block
+* Branch
+* [https://webservices.itcs.umich.edu/mediawiki/qualtrics/index.php/Advanced_Topics#Embedded_Data Embedded data]
+* Randomizer
+* Web Service
+* [https://webservices.itcs.umich.edu/mediawiki/qualtrics/index.php/Advanced_Topics#Authenticator Authenticator]
+* End of Survey
+=== Block Randomization ===
+Block randomization is programmed using the Survey Flow tool. This tool can be used to counterbalance conditions.
+* In Survey Flow, click "Add Below" and choose the "Randomizer".
+* If your blocks already appear in the Survey Flow, click "Move" and drag them as elements in the randomizer.
+* You can choose to display a subset of the blocks.
+* You can choose to evenly display the elements (in order to achieve counterbalancing).
+** In order to randomize a set of blocks, you must create a branches with "dummy" conditions, e.g., display if the title of the survey is displayed
+[[Image:Counterbalance.JPG|500px]]
+== Embedded Data ==
+Embedded data refers to variables from your [[Panel|panel]] that are not related to name and address information, as well as custom variables saved during the survey.
+=== Setting Embedded Data ===
+In order to set embedded data, refer to the Survey Flow tool. This will save embedded data into your data report.
+* From Edit Survey, go to Survey Flow
+* Click “Add below”
+* Click “Embedded Data”
+* In "Enter Embedded Data Field Here":
+==== embedded data from previous questions ====
+If you are entering a new embedded variable saved from previous questions, enter a new name for the embedded data. You must have previously gathered the embedded data value code by using piped text. Your question code generally has this format: ${q://QID18/ChoiceGroup/AllChoicesTextEntry}.
+==== embedded variable from the URL ====
+If you are entering the embedded variable from the URL, enter the name exactly as it appears in the URL.
+* e.g., in <nowiki>http://umich.qualtrics.com/SE?SID=SV_ekyxaaB4ERtSBAo&SVID=Prod&UID=LCTRIAL123</nowiki> the variable name is UID.
+The value will be set from the URL.
+==== embedded variable from a [[Panel|panel]] ====
+If you are entering the embedded variable from a previously uploaded [[Panel|panel]], enter the name exactly as it appears in the panel. The value will be set from the panel.
+==== static values ====
+If you would like to create a static value, create a name for your embedded variable and enter the value to the right.
+ Note that embedded data field names are case-sensitive!!
+=== View Code for Embedded Data ===
+In order to view how Qualtrics codes your embedded data, follow the directions on how to use piped text. You can view this code in a question text to cut and paste elsewhere.
+Embedded variables generally have this format: ${e://Field/variablename}
+[[Category:Advanced]]
+== Authenticator ==
+When using a generic survey link, you can verify the identity of the survey taker with existing panel data using the Authenticator option in Survey Flow. Essentially, the authenticator requires the respondent to "log in" to your survey by providing information that matches your panel data. See [http://www.qualtrics.com/university/researchsuite/advanced-building/survey-flow/authenticator-6 Qualtrics Authenticator Steps] for detailed instructions.
 == [[Question Options]] ==
+Display Logic, Carry Forward Choices, Skip Logic, Recode Values, Choice Randomization
-[[Display Logic]], Carry Forward Choices, Skip Logic, Recode Values, [[Choice Randomization]]
+== Block Options ==
+Block Options appear in the top right corner of each block
-== [[Block Options]] ==
+# Viewing the block will preview only the specific block
+# Collapse Questions will show the questions without the choices (non-preview mode)
+# Lock the block so that no more changes can be made to it
+# Question Randomization allows you to choose how many questions from your block to present and what order
+# Loop and Merge allows you to repeat the block a certain number of times according to previously collected information
+# Move Block
+# Copy Block
+# Delete Block
-[[Loop and Merge]], [[Question Randomization]], Block Language
+=== Question Randomization ===
+This tool randomizes the order in which the question appear in a particular block. For choice randomization, please refer to the question advanced options. For block randomization, refer to survey flow advanced options.
-== [[Survey Options|Basic Survey Options]] ==
+You have the option to do one or more of the following:
+# Change the fixed order of question presentation
+# Randomize all questions
+# Randomize a subset of questions
+# Exclude questions
+# Show only a certain number of questions per page
-Survey Experience, Survey Protection, Survey Termination, Response Sets
+=== Loop and Merge ===
+The Loop and Merge function allows you to repeat a block based on predefined values, such as embedded data, previous question choices, panel data, etc.
-== [[Advanced Survey Options]] ==
+The loop and merge function is achieved by setting up a separate block that repeats based on information collected previously. Your multiple choice question which lists the choices will need to be kept in a block separate from the “loop and merge” block. All follow-up questions should be created in a new block.
-[[Quotas]], [[Triggers]], [[Block Randomization]], [[Look & Feel]], [[Quotas]], [[Scoring]], [[Conjoint Analysis]]
+# In the new block's "Block Options" menu, select Loop and Merge.
+# In the Loop and Merge popup box, select “Turn on Loop and Merge”
+# Choose "Automatically bring in Field 1 from a question" and select the question that contains the choices you would like to loop over.
+# Specify “Selected choices” in the next drop down box. This is instructing Qualtrics that you will be repeating this one follow-up question over and over with each selected choice from your multiple choice question. Click Save.
+# Edit the text of the questions so that the selected choice appears in the question. To specify where each response choice will appear within your follow-up questions’ text, you will need to click on the text of the question and position your cursor in the spot you need the piped text to appear
+# Select “Piped text" tab, select "Loop and Merge Field” and select "Field 1"
+# In the question text, a placeholder that resembles this ${lm://Field/1} will be added.
-== [[Survey Flow]] ==
+* You can randomize the loop order in the Loop and Merge tool
-Branching, [[Embedded Data]], End of Survey
+== [[Survey Options|Basic Survey Options]] ==
+Survey Experience, Survey Protection, Survey Termination, Response Sets
+== [[Advanced Survey Options]] ==
+Quotas, Triggers, Quotas, Scoring, Conjoint Analysis, Test Survey
 == [[Advanced Programming]] ==
+Customization using CSS, HTML, and Javascript
 [[Category:Advanced]]
-Qualtrics Coder's Corner
-<BR>
-http://www.qualtrics.com/university/coders-corner/