Panel Integration

  Available to Professional, SurveyGizmo, Enterprise, and Dedicated Accounts

 We will be changing our Panel Integration steps soon to make them easier to use, but at the moment, you can use the following tutorial to help set up your panel integration with your survey.

 

Before we begin: When working with a panel company there are 2 main items they'll provide to you once you've purchased respondents from then.

•    3 URLs that you'll use to redirect the respondents back to the panel company site

• One for Completed Surveys
• One for when you go OverQuota
• One for Disqualified respondents

 

•  A URL Variable that's used as an ID by the panel company to track respondents (this will generally be pretty short. For this tutorial, we're using "uid"  [for user identification]). This will generally be at the end of the URL's that they've provided for redirecting.

 

**PLEASE NOTE**: Our system cannot recognize "_" as the beginning of a URL variable such as "_uid" so please be sure that if your panel company provides one to ask them to provide you one without the _ at the beginning of the URL variable. Similarly, it would be best to have lower case letters instead of the upper case. Our system will have trouble capturing the capitals in the URL variable

For the purposes of this tutorial, we'll be using the following examples:

http://yourfriendlypanelco.com/completes?uid=xxxxxx
http://yourfriendlypanelco.com/quotas?uid=xxxxxx
http://yourfriendlypanelco.com/disqualified?uid=xxxxxx

In order to set up your integration you'll need to do the following:

1. Set up a Hidden value to capture the id that the panel company has provided. For this tutorial, you'll need to set up a hidden value to capture "uid". To do this, do the following:

• Go into your Project tab -->Create & Edit --> Select 'Add Action' at the bottom of page 1 of your survey

• Select Hidden Value-- Name your Action (I'd suggest something like your id so you can easily identify it later).

 

• Under the “Value” field, select "Insert Merge Code", then choose "URL VARIABLE" from the dropdown menu.

• A blue link will populate below it-- click this, and it will populate into the value field and look like this: [url("xxx")]

 

 

• You will want to replace the xxx between the quotes with whatever the ID is that was provided to you by the panel company. In this example we'll put [url("uid")].
• From there, click Save.

 

2. If you have a disqualifying question in your survey, you'll need to create a disqualify page (usually people have this right before the thank you page).

• a.  You can do this by clicking "Insert Blank Page" just above your thank you page.
• b.  Next:  Add a URL Redirect Action to the page (Add Action--URL Redirect)

 

• c.   After naming your action, it will bring you to the following page:

 

Step 1: Change the "Disqualify" option to "Yes." This will disqualify your respondent from your survey within SurveryGizmo so they don’t show up as a partial or complete in your data.

Step 2: Insert the Disqualify link the panel company provided you, without the id at the end.

If it looks like this: http://yourfriendlypanelco.com/disqualified?uid=xxxxxx
Then enter this: yourfriendlypanelco.com/disqualified

Step 3:  Set a Delay for your redirect action if you would like.

Step 4: Select the hidden value from the dropdown menu.
Step 5: Select "Add field."

 

Next:

• You'll want to define the variable name you're passing through. This is where you would put the “uid.”

It should end up looking something like this on your survey page:

3. Next, you'll need to set up your first page to send any disqualified respondents to your newly made Disqualification page.

• First, you'll need to set up the question that will be used to disqualify them.
• Next, add logic on the first page of your survey to direct them to the disqualify page:

 

 

• Step 1: Select the question from the dropdown menu that will disqualify the respondent.
• Step 2: Select "Is Exactly Equal to" as the qualifier
• Step 3: Select the option that will disqualify the respondent
• Step 4: Check off "Jump to Survey page"
• Step 5: Select which page to jump to (the disqualify page you just set up).
• Step 6: Click Save.
  

 

When you’re done it should look something like this:


4. Next, you will need to set up page jumping logic on the page prior to your Disqualify page so that those who were not disqualified will move on to the Thank you page.

• You can follow the same steps as above to set up this logic, and it’ll end up looking like this:

 

In case you need additional help with logic, here's a tutorial: http://surveygizmo.zendesk.com/entries/448868-logic-builder-skip-jump-and-show-when-rules

5. You will need to set up the URL redirect for completed surveys on your Thank you Page next.

You would do nearly the same thing you did for the disqualify page: Add Action--URL Redirect--Name your Action

Step 1: Insert the Completed link the panel company provided you, without the id at the end.

If it looks like this: http://yourfriendlypanelco.com/completes?uid=xxxxxx
Then enter this: yourfriendlypanelco.com/completes

Step 2: Set a delay for your redirect (this way your completed respondents will see your thank you message)

Step 3: Select the hidden value for your URL variable "uid" from the dropdown menu.
Step 4: Select "Add field"

 

 

Step 5: Enter the URL variable name (id) you're passing through. This is where you would put the "uid".
Step 6: Save your work.

When you're done it should look something like this:

 

6. To Set up OverQuotas you'll need to go to Distribute Tab--Existing Links and Themes--Click on the Edit icon to the left of your Default link (Please note you can set this up while the survey is still in design):

**Please Note that for this section you'll need a special HTML code for now to automatically move the page forward once someone reaches their quota.**



Step 1: Put in the Quota number you're limiting your survey to.
Step 2: Enter the following code:

<META HTTP-EQUIV="Refresh" CONTENT=".5;URL=http://yourfriendlypanelco.com/quotas?uid=[url("uid")]">

The . 5 is how many seconds it takes to redirect the page. If you'd like it to be faster, you can change it to something such as 0.005. Just be sure to replace the URL= with your panel integration OverQuota URL.

You’ll notice too that we've included ?uid=[url("uid")] the merge code for your hidden value here. This will allow you to do something similar to the "Fields to pass" option within the URL redirects. It will use the uid captured from the URL and pass it through to the Panel company. Be sure to put  your URL after URL = and then replace the uid within the merge code with whatever your URL Variable ID happens to be.

 

Step 3: Save your work.

From there, you'll just need to launch your survey and send the default link to your Panel company for testing.

Updated: 5/15/12

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