QUALTRICS 101 - CAPTURING CONTACT INFORMATION, INCLUDING THE OPTION TO REIDENTIFY PARTICIPANTS

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Video X – Capturing Contact Info

Summary of Topics Covered:

• Capturing contact details separately from survey responses

• Customizing email address validation

• Using end-of-survey elements for redirection

• Carrying over information from one survey to another

Script:

Hi, I’m Dr. Alex Russell from the Experimental Gambling Research Lab at CQUniversity Australia. In this video, I’m going to show you how to capture someone’s contact details in a survey in a way that allows you to store their contact information separately from the rest of their answers. This is useful if you want to capture their details for follow-up later or run a prize draw, or if you need to re-identify them for a longitudinal study. Let’s get into it!

Here’s the basic idea of capturing someone’s contact details so they are stored separately from their responses within a Qualtrics survey. First, you’ll need your main survey with all the questions you’re interested in: info and consent, screening questions, demographics, behaviors of interest, psychological measures, and any other scales. Then, you’ll have a question block asking if they are willing to be followed up. If they select “no,” the survey ends naturally. If they select “yes,” they are redirected to a second survey to capture their contact information.

Let’s see how this looks in Qualtrics. Here is my projects page, showing two separate surveys: the main survey and the contact details survey. In the main survey, I’ve set up the typical blocks and a follow-up question: “Would you like to be invited to take part in future research?” If they say “yes,” they are redirected to the second survey.

In the contact details survey, the first question asks for their email address, and the second question asks them to confirm it. This helps catch any typos. To ensure the emails match, use custom validation. Click the piped text button to insert the first email address as a reference, then set the custom validation so the confirmation email must match the first one. Add an error message like, “The emails you entered do not match. Please check them and try again.”

To redirect respondents from the main survey to the contact details survey, get the URL of the second survey. Go to the Distributions tab, copy the survey link, and save it for later. In the main survey, use the Survey Flow to add a branch. Set the condition to redirect participants to the second survey if they select “yes” to follow-up. Use a custom end-of-survey element to specify the URL of the contact details survey.

If you need to link their responses across surveys, use URL parameters. Qualtrics allows you to carry information from one survey to another by adding parameters to the URL. For example, add ?RESPID=${e://Field/ResponseID} to the end of the URL. This ensures the response ID from the main survey is carried over to the contact details survey.

In the contact details survey, add an embedded data element called RESPID to capture this parameter. Set the survey flow to read this embedded data first. This way, you can link responses from the main survey to the contact details survey using the response ID.

To recap, we’ve set up a system to capture contact details separately from survey responses, validated email addresses, redirected participants using a custom end-of-survey element, and carried information across surveys using URL parameters. This ensures data integrity and participant confidentiality.

If you have any questions or comments, please leave them below. Feel free to like, subscribe, and share. I’m Dr. Alex Russell from the Experimental Gambling Research Lab at CQUniversity. Catch you next time!