Using Hidden Parameters within Online Surveys

Description

Learn how to use Hidden Parameters within Online Surveys allows you to pass variables within the survey’s URL.

Transcript

Hello, this tutorial is going to talk about how you can insert hidden parameters within the URL of your online or mobile web surveys. Now, hidden parameters. What does that mean? Let's say you have a complaint management system within your organization or CRM system or some type of customer tracking system and you have unique identifiers for tracking your customers and when you send surveys, let's say you do have a complaint management system and you want to send followup surveys after resolving issues but you want to tie or link those surveys back to the individual customers. Well, you need to pass those unique identifiers that identify each customer or each issue. So, we have added a feature where by using open-ended single line question types, you can include up to three parameters within the URL. So, let's see how this works.

I'm going to go the list of surveys, I mean, the survey manager test account. I have already created a Using Parameters survey name here and I'm just going to go over here, the action column and click 'add it' and you'll see I have a four-question survey. Well, actually this particular survey when a customer receives this survey either on their mobile device or PC browser, they're only going to see question three and four, no big labelled question one or two. So, it appears a two-question survey to them because the first question is the customer ID question which is really just tracking that customer's ID from that other complaint management system and the second question is tracking the complaint ID. So why don't we add this question? I'll show you how this works. So, in a single line question type, you will see at the bottom a check box and mark question as hidden for customer parameter, it's hidden because the customer doesn't see it.

Now, when I check this, I can identify this as parameter one, two, or three. You can have up to three parameters, you don't have to use all three but question number one, My Custom ID, I'm gonna call that parameter one and similarly question two, Complaint ID, is my parameter two. So in this survey, I have only used two of the three optional parameters. Now, what will this look like in the actual URL? Let's jump up to another tab here and if you look at, see, we only have question one and two, the Complaint ID and Customer ID questions are not displayed for the actual customer taking the survey. Now, look at the URL. Normally our URLs and here the 826 but when you add into the URL and Param1 equals and Param2 equals, then those whatever follows the equal sign, in other words one, two, and three in this case, that would be my Customer ID and my complaint ID would be four, five, six and I have just obviously used sequential numbers for the sake of illustration. But those unique IDs will be passed through to the raw data stream collected by each survey, that then can easily be linked back to another system.

So, after taking a survey, what does the raw data look like? It would look something like this. So, one, two, three is the Customer ID, four, five, six each question's data is separated by a comma here, customer answered one, two, the third question in the survey and we simply typed in Test. So, we can just go ahead and do that. One would be a 'yes' and I will type in Test two and click 'next'. Thank you that's the end of the survey and then when you going into the survey manager and you run a report, you can just go ahead and run a report here and it will show you now we have two of two and you will notice when you run a report since this is in the customer facing it or respondent facing, it's for your own reporting purposes, it shows that we do have two responses for question one which is the Complaint ID and two responses for question two, which is, I'm sorry, the Customer ID and the complaint ID. So, we do track the hidden questions data obviously within the reports and the raw data of the reports but just not in the survey that is actually seen by the customer. So, this is a quick tutorial just giving you a sense how you can use these three basic placeholders known as parameter one, parameter two, parameter three within any online or mobile web survey to pass unique identifiers from one system linking back to your own internal systems from the survey you are sending out to your customers and that's all for now.

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