How to use Respondent Data

Respondent data is already known information.

By importing respondent data to a Quest you will get the following advantages:

  • The Quest becomes shorter (less questions).
  • You can create value filters to use in the reporting and in follow-up activities.
  • It´s possible to use the information in routing conditions.
  • The Quest can be personalized with the use of respondent data tags.

This is an example on how a respondent data file should be build up in Excel:

how a respondent data file should be build up in Excel

  1. This is the system field. The respondents must be filled in here.
  2. These are custom fields. When imported, the system will use the headers (e.g “Department”) as question texts on hidden questions. The information below (e.g “Support” and “Advisors”) are answers on hidden questions.

The file can then be imported by following this route:

Distribution Invitees Add Invitees Import file Next

Distribution Invitees Add Invitees Import file Next

Press Select files… (or use drag & drop). When you see the name of the file under the button Select files…, press Next

Select files

If you get an error message on the next page, this is only for information and the errors is already taken care of. You can safely press Next to continue the importing process.

safely press Next to continue

On the next page you will see a preview page of the first two lines in the file you are about to upload.

If the first row contains headers, and the intention is to use these headers, make sure to click the button First row contains headers, and then click Next.

If the first row doesn´t contains headers, or the intention is to use other headers, make sure to not click the button First row contains headers, and then click Next.

First row contains headers

On the next page you will have different possibilities before finalizing the importing process:

You can choose to not import a custom field

  1. You can choose to not import a custom field. Press the X-symbol to not include.
  2. This is where the not-imported custom fields will be placed. You can later undo this action simply by using drag & drop or by pressing Add all (scroll down to find this button)

drag & drop

  1. You can choose to give the custom fields another name.
  2. Note: If you want to create value filters e.g in the reporting, or if you need to give specific questions to specific respondents (routing on respondent data), this button has to be checked.

When you are done, press Next.

press Next

In this last section you must choose whether the quest should be 1) sent automatically after the quest is published, or 2) if you want to manually send out the invitations from the Invitees-list after publishing the quest. After you have made a choice, hit Next.

choose when the quest should be sent

So, after the importing process is finished, what are the different things you can do:

Example 1)

  • The e-mail invitation can be personalized with the use of respondent data tags:

The e-mail invitation can be personalized

Note: Tags can be used everywhere, e.g the e-mail invitation, questions text, additional information boxes (above the question text), answer alternatives, the quest introduction, the thank you note, in notifications etc.

Example 2)

  • It´s possible to use the information in routing conditions.

After you have created a relevant question by using Question Properties in Designer:

use the information in routing conditions

You can scroll down and open the menu Routing (Off) and then select + Create condition

Routing (Off) and then select + Create condition

In the condition settings, you must 1) select Respondent Data, then 2) the relevant custom field from the imported file and finally 3) mark the group of respondents that will receive the question, in this example the Yes-group. Then hit Apply.

condition settings

Example 3)

  • You can create value filters to use in the reporting and in follow-up activities

value filters

 

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