Advanced Topics

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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

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.

Editing a Question

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

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
Embedded data
Randomizer
Web Service
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

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.

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 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.

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.

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}

Question Options

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

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

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

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.

You will see two different menus for Loop and Merge, depending on the source of the click. If you go directly through the block options menu, you will see a simplified loop and merge option. If you go through the menu that appears for block language or question randomization, you will see the advanced options for loop and merge.

Simplified Loop and Merge
- Click on “Turn on Loop and Merge”
- Clicking on “Automatically bring in Field 1 from a Question will populate your merged values automatically.
- If you do not populate the fields automatically, you can manually type in the values of the merged field. For piped text, you must already have the code ready through other sources – there is no option to generate the piped text in this window. Additional levels of the field can be added by clicking the + or – to the left of the fields.
Advanced loop and merge
- Has the same functions as the simplified loop and merge, but in a less user-friendly format

The loop and merge function is achieved by setting up a separate block that repeats based on information collected previously.

Here are the steps to adding separate blocks and performing loop and merge.

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 drop-down 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 then hit the link for “Rich Text Editor”
Click your cursor in the spot you need the piped text to appear
Click the {a} icon in the top left of the toolbar
Select “Pipe text from Loop and Merge field”
Select Field 1
In the question text, a placeholder that resembles this ${lm://Field/1} will be added.