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  4. P2 Engine – SurveyGizmo: How to use Profile Point data

P2 Engine – SurveyGizmo: How to use Profile Point data

When a Profile Point is set to “Push to Survey Providers,” the member response data for that profile point is sent to SurveyGizmo when the member takes a survey. This article explains how to use profile points in SurveyGizmo.

How is Profile Point data sent to SurveyGizmo?

When a member clicks to take a survey in the community, the survey URL includes the profile point in what is called a “URL Variable.” If you were to click on a survey with a member account and then copy the URL from the browser, it would look something like this:

At the end of the example URL above, you’ll see that the profile point data is sent for the logged in member as noted in red above.

  • The format for a quantitative and qualitative profile point is:
    QuestionReference=AnswerReference
  • The format for a grid profile point is:
    QuestionReference|ChoiceReference=AnswerReference

How to download Profile Points for reference in SurveyGizmo

To create logic related to the profile point data inside SurveyGizmo, you need to know the proper format for the profile point URL variables, which you can easily find by exporting the profile points for a community.

  1. Go to Members > P2 Engine
  2. Click on the Export button in this section:
  3. A CSV file will download to your computer. Open the file.
  4. You’ll see a column for “External Keys” and this is what you need to reference as you build logic inside SurveyGizmo as described below.

What is the difference between a Hidden Value and URL Variable in SurveyGizmo?

You can use Hidden Value or URL Variable to pre-populate questions or build logic in a survey.

Hidden Value

Hidden Values are useful for quantitative questions with many response options. You can create a Hidden Value at the start of survey based on question and then use that Hidden Value in throughout the survey to quickly create logic. See “How to Use Hidden Values” below for full details. The data is hidden from the respondent, but can be used to create display logic or to pre-populate text in questions.

PLEASE NOTE

Hidden values are only useful when working with quantitative profile points when “Expand answers as separate fields for pushed data” is NOT enabled. If building logic based on Grid, Qualitative or Quantitative questions with expanded answers enabled, use URL Variables to create the logic.

URL Variables

URL Variables can be used to build logic for any profile point type: Quantitative, Grid or Qualitative. This is the recommended method for adding logic to a survey because it will work for all profile point types. See “How to Use URL Variables” below for full details.

PLEASE NOTE

URL Variables are the recommended method for using profile point data inside SurveyGizmo because they work for all profile point data types.

How to Use URL Variables

URL Variables can be used anywhere in a survey to create logic or pre-populate a value in the question. To do this, use the Profile Point export CSV as a reference as described below.

How to Add Logic Based on URL Variable

  1. Create a new survey in SurveyGizmo.
  2. Create the questions for your survey. When you want to add logic for only displaying a question or page based on a response to a profile point, do the following:
    1. From the Logic builder, select the option for “Only show this question based on answers to previous questions or other logic conditions”
    2. When you select the dropdown for Condition, choose the option for URL Variable.
    3. In the text field for Variable Name, enter the question reference for the profile point you want to use. When adding the Variable Name in the logic, you must include everything before the = sign when you look at the answer option in the profile point export reference file.
      1. EXAMPLE OF EXTERNAL KEY: weeklyProducts=Shampoo
      2. In the above example, you’d only put “weeklyProducts” in the Variable Name field.
      3. “Shampoo” will be added in the next text field after the logic operator.
    4. For the Logic Operator, select “contains”
    5. In the next text field, enter or paste the answer reference. For example, you could put: Weekly Products > contains > Shampoo
  3. Save the logic. The page or question will now only display if the respondent selected Shampoo as part of the profile point question.
  4. Repeat the process to add logic based on any other URL Variables as needed in the survey.

Working with Grid or Expanded Questions

When adding logic based on Grid or Expanded Questions, you’ll notice in the Profile Point export, there is a | between elements in the External Key. This is because there is a question, choice and answer associated with the profile point (rather than the simple question and answer). The | separates the questionReference from choiceReference

When adding the Variable Name in the logic, you must include everything before the = sign when you look at the answer option in the profile point export reference file.

EXAMPLE OF EXTERNAL KEY: educationCustom|College=College

  • In the above example, you’d put “educationCustom|College” as the Variable Name and “College” after the logic operator.

How to pre-populate text in a question from a Profile Point

You can use Merge Codes to insert text into a question based on a Profile Point.

  1. In the question field for a question, select Merge Codes.
  2. Then, select “About the Respondent” and then click Insert for “URL Variable”
  3. [url(“XXX”)] will be added to the question text.

    1. Change XXX to the Question Reference for the profile point. For example: [url(“weeklyProducts”)]
      1. To find the Question Reference, look at the answer option in the profile point export reference file and copy everything before the = sign
  4. When the member takes the survey, the URL code will be replaced with the answer option selected by the member. For example, the question might look like this based on the logic above:You said you purchased Shampoo. What brand do you buy?
PLEASE NOTE

Piping text into a question will not work properly for Grid or Quantitative Profile Points with expanded answers enabled. For Grid or Quantitative Profile Points, each answer option has a unique URL Variable, so it cannot be inserted in a way that allows all possible answer options.

How to use Hidden Values

Hidden Values added at the top of the survey is helpful when creating logic in a survey for a question with many response options because you can easily add display logic based on that value throughout the survey.

EXAMPLE PROFILE POINT:

  • Multi-select question for “What products do you buy each week at the grocery store?”
  • Options include: Shampoo, Conditioner, Soap, Deodorant, Toothpaste, Toilet Paper, Paper Towels, Laundry Detergent, Dishwasher Detergent, All-Purpose Cleaning Supplies

In the above example, you want to a set of questions to display per each option a respondent selects. Creating a Hidden Value for the profile point will save time because there are many logic statements to create.

How to add logic based on Hidden Value

  1. Create a new survey in SurveyGizmo.
  2. At the top, click Action:
  3. Now, select “Hidden Value”
  4. On this page, give the Hidden Value a name. It can be anything that you want to use for internal reference in the survey.
  5. Next, you’ll add the reference to the URL Variable for the profile point. This is the question reference for the profile point.

    1. The format for adding the variable is as follows:[url(“XXX”)]
    2. Change XXX to the Question Reference for the profile point. For example: [url(“weeklyProducts”)]
      1. To find the Question Reference, look at the answer option in the profile point export reference file and copy everything before the = sign
  6. Keep the setting for “Populate with a calculate value” as “[none]” and click the “Save Action” button.
  7. You can now use this Hidden Value to create logic in the survey.
  8. Create the questions for your survey. When you want to add logic for only displaying a question or page based on a response to the Hidden Value, do the following:
    1. From the Logic builder, select the option for “Only show this question based on answers to previous questions or other logic conditions”
    2. When you select the dropdown for Condition, you’ll see your Hidden Value listed at the top. Select the Hidden Value.
    3. For the Logic Operator, select “contains”
    4. In the next text field, enter or paste the answer reference. For example, you could put: Weekly Products > contains > Shampoo
  9. Save the logic. The page or question will now only display if the respondent selected Shampoo as part of the profile profile point question
  10. Repeat the process to add logic based on other options related to the Hidden Value as needed in the survey.
HOW TO TEST

To properly test a survey with logic based on profile point data, complete the survey and import into Fuel Cycle. Create an activity and attach the survey inviting only test member accounts. Then, take the survey with a test member account who has answered the profile point questions used in the survey logic.

Updated on June 4, 2020

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