CQU Qualtrics 101 - Capturing contact info, including how to reidentify responses - Dr Alex Russell
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- เผยแพร่เมื่อ 4 ธ.ค. 2024
- Sometimes in surveys, you need to capture someone's contact information, maybe to follow them up later, or to run a prize draw. Often, you'll want to capture that information separately from the rest of their survey responses. I show you how to do this with a customised end of survey element in survey flow, as well as how to validate their email addresses to reduce the risk of typos.
And sometimes, you might want to be able to reidentify someone's responses based on their contact details, so you can link their future responses. I also show you how to do that in this video.
Your videos are phenomenal! Best tutorials for Qualtrics that I've come across (and some of the only ones that actually cover the topics I'm searching for). Thank you for sharing them!
Thank you! I'm hoping to record more soon - just been a bit flat out with a few things. I really appreciate the feedback. If you have other topics you want me to cover, please let me know.
Phenomenal tutorials! A question, Is it possible to track and send reminders for who haven't answer yet the survey 2?
Gosh sorry, I thought I’d replied! Yes, you can set up a contact list of email addresses and send it to the list. You can use this to track who has completed and who hasn’t yet. You can send reminders to people who haven’t yet completed. You may wish to adjust a setting that auto-completed an attempt after a week of inactivity, so that people can potentially pick up from where they left off, even if it’s more than one week later.
That contact list can also include embedded data. For example, if you had people in your list who were managers and other who were employees, you could ask certain questions only of employees if you have this coded in your contact list.
Thank you for your video! I am a total beginner of Qualtrics and struggling to use it for my thesis. Is it possible to carry other elements such as the Group condition from the initial survey (in experiment) as well as the IDs to my mail survey?
Argh, my apology - I thought I had responded to this, but I have a notification here saying I haven't. Yes, you can carry over a whole range of data from survey to survey.
Hi Dr Alex,
How can we pass participants' ID from Qualtrics into another website? (i.e.They will be redirected to another website for further computerised test) and I wanted to capture the same ID from Qualtrics to appear in the external website. Thanks!
Many websites can capture information via a URL. So, in this video I talked about sending to another survey and carrying across an identifier via the end of survey element. So, say, if I wanted to direct to another survey with the url cqu.syd1.qualtrics.com/jfe/form/SV_1ZZuMvNfwAwKrZZ , I can carry information by adding information after a question mark at the end of the URL, like I did in the video. You can potentially use this to direct to another website, say alexmtrussell.com.au/qualtrics?referral=TH-cam. If my website is looking for it, then it'll capture that information to know that you got to that page from TH-cam. But, we can send ANY information this way, including their Qualtrics ID.
That's part of what I did in this video. I had their Qualtrics ID being sent from the first survey to the second survey via the URL.
Not all websites work like this, though. The website you want to refer to might not look for information after a question mark, or it might not make that information available to you. So, you'll ned to check what the website is expecting.
@@ozwineguy Thank you!
This is really helpful. Do we have to pipe the 'responseID in the first survey? I couldn't see it in the option for piping feature options. Is it okay if I just insert the highlighted formula in your video at the end of the URL?
Thanks again!
@@bla2151 ResponseID is not always easy to find in the piping options. What I usually do is, in the survey flow, pipe it into another embedded data variable (I use "respID", but you could call it just about anything you like, noting that some variable names are reserved in Qualtrics). Set up an embedded data element in the survey flow, call the embedded data item whatever you want (e.g., respID), then in the right hand box where you define that embedded data element, click the little down arrow on the right, "Insert Piped Text", "Embedded data field" and here you can manually type in ResponseID (noting that it can sometimes be case sensitive). Going forward, you can easily use the respID element, rather than trying to find ResponseID. If it helps, the address for ResponseID is ${e://Field/ResponseID} .
@@ozwineguy Thanks heaps, really appreciate your help!
Thank you very much Dr Alex Russell. I am conducting a longitudinal study of 5 waves with a one-month time lag and want a way to be able to link participants’ responses across the different waves of the survey. If I use the redirect URL the link to the second survey will automatically be shared but I want it to be shared after a month. How do I link match each participant's data across the different waves given the time lag?
I'm so sorry I haven't replied to this - I think you also reached out via email, so I replied there. But so that others see the response, one idea is to use a contact list. You can then write variables into the contact list from any survey, and then recall them in the next survey. Easy!
Very good video! It helped me a lot with a specific problem I had.
Is it also possible to pipe more than one variable from survey 1 into the other? How would you include/specify that in the link?
Yes! You can pipe multiple variables, or specify multiple things in URLs, by using &.
So for example, [surveylink]?RespID=123456&Group=1&Order=2 etc.
See www.qualtrics.com/support/survey-platform/survey-module/survey-flow/standard-elements/passing-information-through-query-strings/#PassingInformationIntoASurvey
So you use ? for the first one, and & for every one after that.
@@ozwineguy Great, thanks a lot for the answer! It solved my question!
@@ozwineguy Follow Up: Once you piped certain items into the second survey via the adapted URL, is it then also possible to call them up/show them to the participant (that is, pipe them into a question text) in the second survey from embedded items?
@@baconandphil1837 Yes. You need to "read" them into the survey using embedded data (see the same link above for how to do this, or I cover it in other videos), and then once it's in the survey in embedded data, you can use it as piped text. We've used it to carry survey responses across multi-wave surveys, for example. And yes, you can do this with multiple parameters. Super powerful tool - get imaginative with it!
@@ozwineguy Awesome, thank you!
How can I reidentify responses but with two weeks break in between? It seems like I can only do it if the second survey will be send right away
So, survey 1 could be the initial survey, capturing all the info you need in terms of responses to questions. Survey 1 then redirects to survey 2, to capture their contact info. Then, two weeks later, you could create a mailing list from their contact info that they entered into survey 2, and invite them to a third survey via an Email Distribution. That mailing list could include the unique identifier if you add it to their info in the mailing list.
Here's info on creating mailing lists: www.qualtrics.com/support/iq-directory/lists-tab/creating-mailing-lists/
And here's how you do an email distribution: www.qualtrics.com/support/survey-platform/distributions-module/email-distribution/emails-overview/
So, string those things together and you may have what you're after.
@@ozwineguy thank you for your response! Yes, I actually tried using email distribution, but failed at establishing the unique identifier. Is it the same for all three surveys?
@@annawiatrowska4393 The idea of the unique identifier is to have something across the datasets that allows you to link up responses. When you do an email distribution, the survey will usually record their email address automatically (but test this). So you can just use their email address as the identifier. Or, when you upload the contact list, just have an additional variable in there - respid or UniqueID or whatever you want to call it - and make sure that it's captured at the start of EACH survey using embedded data in survey flow.
Hi, i'm kind of new to qualtrics so it may seem a bit obvious for you.
in the following ?respid=${e://Field/ResponseId}
1- is it case sensitive?
2- is "Field" supposed to be replaced by the appropriate name of the field? would it be "ResponseId" or "Response ID"? These are the names that appear when export the data in excel. When writing field, it does not work. I have the respid category that is create in my second survey but it is not filled at all.
Thanks for any guidance and thanks for this video!
EDIT after 1 hours of trial and error: things are VERY case sensitive, in my case ?respid=${e://Field/ResponseID}, just as in the video btw, is working perfectly fine!
Some parts of Qualtrics are case sensitive and others aren't. I always work on the assumption that case matters - sometimes it won't matter, but you're covered either way if you assume that it does matter. Similarly with embedded data variables - often case doesn't matter, but sometimes it really does, so it's best to just assume case matters everywhere.
No, just use the address as is. You can ask for these addresses via Piped Text. Some things are Fields, but not all.