How to Match Respondent's Answers Between Two Surveys using Random ID

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How to Match Respondent's Answers Between Two Surveys using Random ID

To achieve this concept using a random id. The first survey (sent out) needs to be set up to display the user's random id and the user needs to record that id for entry in a future survey.

Use Embedded Data and Piped Text to Create a Random ID (First Survey)

1. Go to the Survey Flow.

2. Click Add a New Element Here and select Embedded Data.

3. Name the Embedded Data Random ID.

4. Click Set a value and click the blue drop down arrow.

5. Highlight Insert Piped Text.

6. Highlight Random Number.

7. Type your minimum and then your maximum. Both should be the same number of digits. Example: For a 5-digit ID, your minimum is 10000 and your maximum is 99999.

8. Click Insert.

9. Click and hold down Move to drag the Embedded Data to the top of the Survey Flow.

10. Click Save Flow.

Displaying the ID to Respondents (First Survey)

Note: When respondents filling out the survey, they will see their Random ID. You should add instructions within the question that displays the random id on what the respondent has to do with the ID.

1. Highlight the question where the random id.

2. Click Piped Text.

3. Highlight Embedded Data Field.

4. Type in the name of the Embedded Data that holds your IDs.

5. Click Insert.

How to set up the Trigger for the Contact List (First Survey)

1. Click Tools.

2. Hover over Triggers.

3. Select Contact List Triggers.

4. Click Contact List to expand, choose My Library or any other library that contains your desired contact list,

5. Select which contact list to use (you can also choose to click on New Contact List to create a new list). Click Save to the right of Contact List Name.

6. Click None next to the Contact List fields (such as First Name, Last Name, and Email) to select which item from the survey should be used as the value for that field. The values can be set from survey questions, Embedded Data, or previously recorded recipient information.

7. In the next field External Data Reference, click Embedded Data and type Random ID.

8. Click Add additional fields and specify the Embedded Data field you would like created and the question that will populate the value of the field.

9. Name your Embedded Data as it should be saved in the contact list.

10. Select Embedded Data.

11. Specify which item in our case it is Random ID.

12. Click Finish Editing.

13. To finish, click Save Triggers.

Setting Up an Authenticator (Second Survey)

Note: Before you follow these steps, make sure you've created your contact list first! Only the ExternalDataReference contact list fields can be used to authenticate for our situation.

1. In the Survey tab, navigate to the Survey Flow.

2. Click Add a New Element Here.

3. Select Authenticator.

4. Move the Authenticator to the beginning of your Survey Flow by clicking Move and dragging the authenticator to the top.

5. Select the library and contact list you'll use to verify each respondent's under the Authenticate Using Contact title. So I have selected the name of my contact list I used in the first survey.

6. Click the drop down arrow under Authentication Fields to choose the contact list field(s) you'd like the respondent to enter for authentication (you can add additional fields by clicking the green plus sign). You must use External Data Reference.

7. If desired, type in a label to provide clarification on the contact field name. This demonstration is using the Random ID name.

8. If desired, click the Password checkbox to hide the characters the respondent types in.

9. Select Prefill, if applicable. We will not be using this field for our situation.

10. Click Save Flow.


Article ID: 3064
Fri 10/2/20 5:22 PM
Wed 10/14/20 8:26 PM
Applicable Institution(s):
Plymouth State University (PSU)