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Creating a Screener/Recruitment Survey in Qualtrics

The following steps walk you through creating a screener and include all the options you must select in order for the survey to work inside the community.

Screeners, or Recruitment Surveys, are for non-members and are taken before a user registers. These surveys are attached to a Recruitment URL. When you send the recruitment URL to potential members, they will first take the recruitment survey and if they pass the criteria you set, they will continue to registration. Users who do not meet the criteria for joining the community will be taken to a custom disqualification message page where you can explain to them why they cannot join the community.

When creating a Recruitment Survey, you will need to add disqualification logic. This logic will be attached to any question that includes your member criteria. It’s best to start by making an outline of your survey to identify all questions where users can be disqualified before you begin creating the survey.

Blocks

Qualtrics uses Blocks to allow you to group questions together for various purposes. When creating a qualification survey, the disqualification logic will happen at the end of the block.

A block can include as many questions and pages as you’d like. It’s best to create a block after each disqualifying question in the survey. Users will screen out of the survey at those points rather than having to proceed to the full survey.

Example:

Qualtrics Recruitment - layout

 

After you have a good sense of your survey outline, launch Qualtrics.

Click Create Project:

Qualtrics Recruitment - Create project

Choose from:

  • Create Project from Scratch: This will start you with a blank survey where you can add questions and options from scratch
  • Copy: Allows you to copy an existing survey in your community and then make changes to the copy
  • Library: Allows you to select from premade surveys in the Qualtrics or Fuel Cycle Library and then you can make changes as needed

Continue to build your survey by creating questions and blocks as needed.

When finished with the survey questions and blocks, click on “Survey Flow.”

Qualtrics Recruitment - Survey Flow

You need to add branch logic to each block that has one (or more) disqualifying questions. Click “Add Below” to the block with the disqualifier.

Qualtrics Recruitment - Add Below

Now, click “Branch”

Qualtrics Recruitment - Branch

Then, click “Add a Condition”

Qualtrics Recruitment - Add Condition

Example of a condition:

If “Question” “Q1: Are you a business owner?” “No” is “Selected” (then disqualify)

When the condition is created, click “OK” to save the new branch.

Qualtrics Recruitment - Save branch

Now that the branch is selected, you need to add an “End of Survey” element that will disqualify the user and send them to the Failure Message.

Select “Add a New Element Here” under the branch.

Qualtrics Recruitment - Add new element

Then, click “End of Survey”

Qualtrics Recruitment - End of Survey

Click “Customize” link at the End of Survey box

Qualtrics Recruitment - Customize

Then choose “Redirect to a URL” and paste the Failure Redirect URL into the text field:

${e://Field/redirectURL}&surveyId=${e://Field/SurveyID}&responseId=${e://Field/ResponseID}&qualified=false&reason=LOGIC&disqualifiedStep=STEP1

 

NOTE: You can change the very end part of the above URL that currently says “STEP1” to another value. This is used in reporting to specify which step the user is terminated out of. But, you cannot include a space in this value. It’s recommended that you use the question number or some other term that is recognizable to you.

Qualtrics Recruitment - Customize End of Survey

Repeat the process of creating a branch and adding the end of survey to each block that requires the disqualification logic.

You need to add an End of Survey element at the very end of the survey for users that qualify and should continue to registration.

Scroll down to the bottom of the survey flow and click “Add a New Element Here”

Qualtrics Recruitment - Add End

Then, click “End of Survey”

Qualtrics Recruitment - END END

Select “Customize”

Qualtrics Recruitment - Customize END

Then, “Redirect to a URL” and paste the Success Redirect URL into the text field:

${e://Field/redirectURL}&surveyId=${e://Field/SurveyID}&responseId=${e://Field/ResponseID}&qualified=true

 

Qualtrics Recruitment - Redirect

When finished adding the logic to the survey flow, click “Save Flow” to save the changes.

Qualtrics Recruitment - Save Flow

Adding Quotas

If you need to add quota logic to your survey, select “Tools” then “Quotas.”

Qualtrics Recruitment - Quotas 1

Click “Add a Quota”.

Qualtrics Recruitment - Add a Quota

Set the quota maximum.

Qualtrics Recruitment - Quota Max

Then, select from “Simple Logic Quota” or “Cross Logic Quota” depending on your needs.

Enter the logic for the quota based on the questions in your survey.

When the quota logic is set, you’ll need to add the Over Quota redirect code, which will take the user to the Over Quota message on the platform. Click the “Customize” link.

Qualtrics Recruitment - Customize Over Quota

Then, “Redirect to a URL” and paste the Over Quota Redirect URL into the text field:

${e://Field/redirectURL}&surveyId=${e://Field/SurveyID}&responseId=${e://Field/ResponseID}&qualified=false&reason=OVER_QUOTA&disqualifiedStep=STEP1

You can change the very end part that currently says “STEP1” to another value. This is used in reporting to specify where the user was terminated out of because of over quota. But, you cannot include a space in this value. It’s recommended that you use the a term that is recognizable to you.

Qualtrics Recruitment - Save Quota

Click “Save” to save the quota logic.

When the survey is finished, click the “Distributions” tab, then “Web” followed by Anonymous Link. Copy the link, then scroll up the page to paste the URL into the field and import the survey.

Once imported, your survey will be ready to be attached to a Recruitment URL.

Updated on January 6, 2020

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