Chapter 5: Block Options and Survey Flow | 92
Figure 5-21 Customization options available when Customize button is clicked.
• END OF SURVEY MESSAGE FROM THE LIBRARY: Display your own custom message to your survey-takers.
Select an existing message from your message library or create a new one.
• REDIRECT TO A URL: Redirect participants to another URL when they ﬁnish the survey, like your organization’s
website. Simply copy/paste the URL into the text ﬁeld.
• SEND ADDITIONAL THANK YOU EMAIL FROM THE LIBRARY: Send a Thank You email to your participants who
complete your survey, one by one as their responses come in. This only affects those who terminate at this
speciﬁc End of Survey element. Select an existing Thank You message or create a new one.
• DO NOT INCREMENT QUOTA COUNTS: Don’t increment quota counts for respondents who terminate at the
speciﬁc End of Survey element. Quota counts only increment when someone terminates the survey, but typically
you don’t want to increment the count for someone who doesn’t qualify for your survey.
• SHOW RESPONSE SUMMARY: Displays a respondent’s survey questions with the buttons/checkboxes selected.
This allows the respondent to download it as a PDF. It is very similar to Redirect to single response report but
this report has a design template similar to the survey.
• DO NOT RECORD ANY PERSONAL INFORMATION AND REMOVE PANEL ASSOCIATION (NOT RECOMMENDED):
Check this option to make sure responses are anonymous. If coming from a panel, respondents who reach
this element will not have their response associated with their name, email address, or embedded data from
the panel. They will appear as an anonymous response, as if they had clicked the Anonymous Survey Link.
This is not recommended because once the association is removed, it cannot be recovered. If you select this,
make sure it is a feature you want to use.
• DO NOT RECORD SURVEY RESPONSE (NOT RECOMMENDED): Don’t count certain responses that pass over this
element. This is especially useful if your license has a restriction on how many responses it can have. Using
this option you can count just those who qualify for your survey.
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Chapter 5: Block Options and Survey Flow | 93
This is not recommended because you’re telling the tool to not store certain responses. These cannot be
recovered if not recorded. Be sure this is a feature you want to use before selecting it.
Most of these options are also available in the Survey Termination area of Survey Options, which acts as a sort of unseen
End of Survey element.
Conjoint Analysis is a technique used to assess the relative importance individuals place on different features of a given
product. A conjoint study usually involves showing respondents a set of features and asking them to indicate how much
they like or prefer the different attributes of that feature.
For example, the acceptability of an assortment of yet undeveloped new product conﬁgurations could be evaluated using
the attribute conﬁgurations that deﬁne the products. To read more about conjoint analysis go to Qualtrics.com/University.
The conjoint option only displays if a conjoint question is built. Discussion of building the conjoint question type is
contained in Chapter 6, Special Features. Once inserted, just place the conjoint in the Survey Flow where you need it to
appear to the respondent. The Qualtrics conjoint analysis element uses the self-explicated model approach (Srinivasan
and Park, Journal of Marketing Research, May 1997). Other approaches to conjoint analysis, like choice based and max-
diff, will need to be built separately within the survey.
Figure 5-22 Conjoint Survey Flow Element.
See the Conjoint area under the Advanced Options section for more information on setting up a conjoint.
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Chapter 5: Block Options and Survey Flow | 94
Phew! You made it to the end of chapter 5. You now know almost everything there is to know about building a survey in
the Research Suite. In this chapter we went over the importance of blocks in organizing your survey and preparing for the
use of advanced logic in the Survey Flow. We also covered how to use branches in the Survey Flow to guide respondents
through different paths in the survey depending on what their responses to previous questions.
After reading this chapter you should have a good idea of what all of the elements are in the Survey Flow and what they
do. The Branch, Randomizer, Embedded Data and End of Survey elements are the ones you will use the most, so spend
some time getting to know them. You will be amazed at the research you can pull off when you combine blocks and Survey
Flow elements to create a complex survey.
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Qualtrics: The Complete Research Suite | 95
If you’re doing a unique study, this is the chapter for you.
We’ve built many special features for the world’s leading researchers.
This chapter explains how to use them all.
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Chapter 6: Special Features | 96
Two types of triggers are available in Qualtrics. Type one, email triggers, allows you to send an email notiﬁcation when a
certain event occurs. Type two, panel triggers, allows you to add a respondent’s name to a panel you are building. Triggers
are often used in conjunction with customer and website feedback surveys that report highly dissatisﬁed customers. If the
company wants to engage in customer retention efforts, they can immediately know the results of their surveys and make
the needed changes.
Similarly, triggers are useful when distributing whistleblower surveys, as prescribed under Sarbanes-Oxley legislation.
Finally, if you are collecting sales leads through product interest surveys, you can easily have triggers sent to appropriate
sales team. In each of these cases, a key person receives an email and has the information to immediately take action to
recover the customer, minimize damage or make a sale.
The Email Triggers option sends an email message when a speciﬁed condition or event occurs (Figure 6-1). This means
that the Qualtrics system can alert you or someone else when someone answers a survey in a particular way. For example,
if you’re running a customer satisfaction survey, you may want to know if someone mentions they were dissatisﬁed with
their experience. You can get this alert straight to your inbox or smartphone as soon as a response is completed with a
AFTER READING THIS CHAPTER, YOU WILL KNOW HOW TO:
In this chapter, we will cover:
• SalesForce Integration
• Translate Survey
• Test Survey
• Import/Export Survey
This chapter presents seven special features that are useful in certain circumstances. These options are all available in
the Edit Survey tab under the Advanced Options drop-down menu. If you don’t know what triggers are, or whether scoring
could be useful to you, read over this chapter and you may ﬁnd that these special features are exactly what you need to
make your survey and reporting great.
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Chapter 6: Special Features | 97
dissatisﬁed answer. Likewise, a new sales lead can be instantly delivered to your inbox, allowing you to make a faster
response, just when the prospective customer is at the peak of their interest in your product or company.
Figure 6-1 Email trigger window.
TO CREATE AN EMAIL TRIGGER:
1. Under the Advanced Options drop-down, hover over Triggers and select Email Triggers.
2. By default, the Trigger will send an email when a survey is completed. However, if you want to receive only a
speciﬁc category of email, click the Add a Condition link located above the Email address box.
3. Set up the condition.
• Logic can be based off of Question selections, Embedded Data, and/or Quotas.
• The “+” can be used to create additional lines of logic conditions with the AND and OR operators.
• Shift+clicking the “+” will create an “AND IF” statement, equal to parentheses for more advanced
logic. Change this to “OR IF” by clicking on the “AND IF” text.
4. Now ﬁll in the ﬁelds with the necessary information for your trigger: “To” email address; “From” email
address; Subject line; Message.
An email address can be piped in from an answer choice. To learn how to do this, see Insert Piped Text in the
Advanced Choice Options chapter.
5. Choose when you want the email to be sent. Most often you will want to send immediately, but you have the
option to delay the mailing from 1 hour to 28 days.
Chapter 6: Special Features | 98
6. Include Response Report means that a simple report summarizing the triggering participant’s response will be
sent as part of the email body. Enabled by default, uncheck this option if you prefer not to include this report.
7. Click Save Triggers or Finish Editing if you would like to move on to building another Email Trigger.
When a respondent completes a survey, the email trigger is sent if the speciﬁed condition is met.
Panel triggers are a great way to build a customer panel. You can add an individual to a panel or update an existing
panel member (Figure 6-2). This is especially useful when you want to create your own panel, and allows you the ﬂexibility
of only including those who opt into your panel. You can request contact information in an initial survey and have that
information automatically inserted into a panel that you can use to send out a second survey.
Just like the email trigger, the panel trigger performs only when the speciﬁc conditions that you specify are met.
Figure 6-2 Panel trigger window.
TO CREATE A PANEL TRIGGER:
1. Under the Advanced Options drop-down, hover over Triggers and select Panel Triggers.
2. By default, the Panel Trigger is set to include the individual in the panel upon survey completion. To create or
update panel members based on certain criteria, click Add a Condition.
• Logic can be based upon Question selections, Embedded Data, and Quotas.
• The “+” can be used to create AND and OR operators.
• Shift+clicking the “+” will create an “AND IF” statement, equal to parentheses for advanced logic.
Chapter 6: Special Features | 99
Change this to “OR IF” by clicking on the “AND IF” text.
3. Select the Library and Panel into which you would like to place your new panel members. If you don’t have a
panel already created, see Chapter 8 on Panels to learn how to create a new panel in the Panels tab.
4. Specify which question responses go into the main panel ﬁelds: First Name, Last Name, Email External Data
Reference, and Language (Select “None” if that speciﬁc ﬁeld is not needed).
5. Click Add Additional Fields if you would like to include an additional embedded data ﬁeld in the panel.
6. Specify the embedded data ﬁeld name (text box on far left).
7. Choose if you would like to pull the information from a question, embedded data ﬁeld, or recipient information
(e.g., ﬁelds containing name, email) by clicking on the drop-down.
8. Select the question, embedded data ﬁeld name, or recipient info ﬁeld using the next drop-down list.
9. Select the answer choice, if based upon a question. This step does not apply if the logic is based upon
embedded data or recipient information.
10. Click Save Triggers, or Finish Editing if you would like to move on to building another Panel Trigger.
When respondents take the survey, the Panel Trigger will place their information into the panel as long as the condition
that you have put in place has been met.
Do you use Salesforce.com? If so, we’ve got you covered. Salesforce is a powerful Customer Relationship Management
(CRM) tool that many organizations use to keep track of sales leads and contacts. Now you can integrate your surveys
into Salesforce! Please note that Salesforce Integration is an additional service that is not included with the standard
Research Suite packages.
Set Up Link to your Salesforce Account
All Salesforce options, except for Web to Lead, need the survey to be linked up using the Security Token. It’s best to set up
the link ahead of time.
Chapter 6: Special Features | 100
Figure 6-3 Salesforce Account Login dialog.
TO LINK YOUR QUALTRICS SURVEY TO YOUR SALESFORCE ACCOUNT:
1. Under the Advanced Options menu, navigate to Salesforce.
2. Select Setup Link to Salesforce Account.
3. Type in your Salesforce User Name, Password, and Security Token.
To get your Security Token:
a) Log in to Salesforce.com.
b) Within Salesforce, click your name and select Setup.
c) Click My Personal Information.
d) Select Reset My Security Token.
e) Click Reset Security Token button and wait for the email.
f) Copy and paste the Security Token into the appropriate ﬁeld in the Qualtrics Survey Research Suite.
4. Click Save.
If you are new to Salesforce integration, check the box for Sandbox Environment. This allows you to create a
carbon copy of your organization and data, placing it in a sandbox. Now you can play around without the worry of
messing up your original data.
WEB TO LEAD
The Web to Lead option allows you to pull information from your survey and put it into the Lead object of your Salesforce
account. Similar to an Email Trigger or Panel Trigger, you can then set the conditions for which respondents get pulled into
Documents you may be interested
Documents you may be interested