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3 Ways to Take Your Audience on a Survey Adventure

3 Ways to Take Your Audience on a Survey Adventure

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This is a recorded webinar about 3 features within Qualtrics survey software that can help survey builders to create more engaging surveys.

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Page 1: 3 Ways to Take Your Audience on a Survey Adventure

3 Ways to Take Your Audience on a

Survey Adventure

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Who is Qualtrics?

Leader in Enterprise Customers

Leader in Growth and Innovation

Leader in Colleges and Universities

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What are People Doing?

•  Customer loyalty/NPS •  Product/concept Testing •  Event Registration •  Voice of the customer •  Market research •  Employee feedback •  Academic research •  Website feedback

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Today’s Presenters

Braydon  Anderson  Target  Audience  Lead  

Qualtrics  

Rachel  Messick  Support  Team  Lead  

Qualtrics  

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Embedded Data 1. Triggers 2. Logic 3. Survey Flow

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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

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Agenda • Embedded Data

• Triggers, Logic, Survey Flow –  Problem –  Solution –  How it’s done

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Agenda • Embedded Data

• Triggers, Logic, Survey Flow –  Problem –  Solution –  How it’s done

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Embedded Data

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Embedded  Data  is  the  flour  of  advanced  survey  building.  

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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.

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Create a File to Import

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Group people based on how they answer questions to then see a specific blocks

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Use embedded data to filter your reports.

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Embedded data is used with . . . 1.  Information known beforehand

2.  Programming throughout the Survey Flow

3.  Filtering your reports

Summary

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Agenda • Embedded Data

• Triggers, Logic, Survey Flow –  Problem –  Solution –  How it’s done

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1. Triggers

What happens when a response is recorded?

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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

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Complete Project:

Principal clicks on link…

http://survey.qualtrics.com/SE/?SID=SV_54GERy7OKg3R7kF

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Panel Members Created:

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Teachers Receive Email:

Dear  Janice,    Please  take  this  short  survey  regarding  your  experience  with  the  ABC  Learning  Tablet.    Thanks!  

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HOW IT’S DONE

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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

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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

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Embedded Data in URL •  Principal URL:

–  /SE/?SID=SV_5Kg3R7kF •  Teacher URL:

–  /SE/?SID=SV_5Kg3R7kF&Teacher=1

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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

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Page 35: 3 Ways to Take Your Audience on a Survey Adventure

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

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One trigger per teacher:

36  

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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

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One trigger per teacher:

38  

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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

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Page 41: 3 Ways to Take Your Audience on a Survey Adventure

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

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Agenda • Embedded Data

• Triggers, Logic, Survey Flow –  Problem –  Solution –  How it’s done

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2. Advanced Display Logic

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Scenario:  •  You have multiple products that need to be

evaluated.  •  You want each respective product to have a custom

theme and custom header.  

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http://survey.qualtrics.com/SE/?SID=SV_b4asrNBf3Bb0crr  

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HOW IT’S DONE

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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

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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

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Create “BakedGoodHeader” Field  

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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

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Page 53: 3 Ways to Take Your Audience on a Survey Adventure

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

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Set In-Page Logic  

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Summary

http://survey.qualtrics.com/SE/?SID=SV_b4asrNBf3Bb0crr  

Let’s recap and look at the survey again

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Agenda • Embedded Data

• Triggers, Logic, Survey Flow –  Problem –  Solution –  How it’s done

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3. Survey Flow Making your survey a dynamic experience

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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

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Complete Project:

http://survey.qualtrics.com/SE/?SID=SV_bDtOqJCNMx6v8WN

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Click on anonymous link from home:

http://survey.qualtrics.com/SE/?SID=SV_bDtOqJCNMx6v8WN

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HOW IT’S DONE

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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

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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

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Page 75: 3 Ways to Take Your Audience on a Survey Adventure

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

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Page 77: 3 Ways to Take Your Audience on a Survey Adventure

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

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Page 79: 3 Ways to Take Your Audience on a Survey Adventure

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

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&Registrant=1  

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Skip  past  first  two  branches  

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Enter  third  branch  

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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

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Page 85: 3 Ways to Take Your Audience on a Survey Adventure

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

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Skip  past  second  branch  

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Enter  third  branch  

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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

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Key Takeaways 1. Question Blocks categorize and group

questions 2. Branch Logic makes the flow dynamic 3. Authenticators tie responses to panel

members

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Key Takeaways

Be Creative

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Takeaways •  Embedded data is the answer (usually) •  Learn with tutorials, videos and articles on the support

webpage – qualtrics.com/university •  Call us!

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Thank You!