How To Add Pictures To A Qualtrics Survey

How to Set up Respondent Identification in Qualtrics?

Written by: Katarína Kováčiková, CRM consultant

In the following lines, we will focus on the use of a office called authentication.
These will be situations in which participants demand to be verified when sending the survey via an bearding link.

In this commodity, we describe the exact procedure for creating a role, and in the terminate, nosotros will focus on a brief description of customization options.

Because anyone tin complete an anonymous survey, Authenticator allows united states to accept reward of its features and benefits while ensuring that the survey but covers selected individuals.

The principle of the whole part is that the system compares the existing gear up of contacts (participants) with the entered text in the field for authentication. If we don't already have a listing, nosotros'll create a fix of contacts in the contacts library to be surveyed.

For any survey, nosotros can define (bulk upload) our listing of contacts, with which the organisation will compare the record entered past the respondents in the field for authentication. We can understand the contact list as a basis for verification.

When respondents begin completing the survey, the organization will prompt them to cosign. Authentification can use more ways, but usually, an electronic mail accost is used.

When respondents attempt to log in, two situations can occur:

– log in information is right, authentication is successful, and respondents can continue with the survey,
– authentication fails, respondents are prompted to re-enter the required information.

Guide to create an authentication:

1. if we are working directly in the survey, it is necessary to click on the pinnacle bar on Survey Menstruation.

Note. Make sure the respondent knows that identification volition be required.

Notation. Before we start creating an element, brand sure we have created our worksheet in theLibrary.

ii. click on the light-green text „Add a New Chemical element Here".

3. on the print screen, nosotros can see several helpful elements. Nonetheless, we will chooseAuthenticator.

4. the actual cosmos of the Authenticator can be clicked anywhere in the flow. If we want to take information technology at the beginning of the whole survey, we volition employ the "Move" selection.

v. information technology is necessary to pay bully attending to the fact that all blocks and elements that we desire to authenticate (protect) are nested under the Authenticator element. They are not in the survey flow at the external level as an authenticator, but below the Authenticator, they are indented or nested.

If the logic described above is not created, then all elements that are not nested can exist accessed without authentication.

6. nosotros choose in which Library we have created contact list, which is needed to connect with the Authenticator.

7., 8. in the Authentication Fields, select which field from the contact list the respondent will have to enter during the authentication step.

ix. we will use the light-green plus sign (+) option if we demand more than hallmark considering the verification does not have to be only based on e-mail, it can be a surname, first name. In principle, we can apply any field that we create in the contact list.

10. if necessary, we can choose the Password checkbox, which ensures the hiding of the entered text.

eleven. the Prefill selection allows automatic user authentication.

12. If the situation requires more specification, the user can customize all the necessary functions in the Options.

Authenticator Options

Equally these settings require specific attention in some cases, and the procedures would be more comprehensive, nosotros explain the brief function of the options in the following text.

Maximum Hallmark Attempts
The number of hallmark attempts before the user is excluded from our survey.

Authentication Prompt Text
Allows changing the message that is displayed to the user subsequently successful hallmark. Nosotros can edit the wording of the message in our text library.

Authentication Error Text
Allows changing the message that is displayed to the user later a failed authentication. In this step, we can cull our ain or create a new mistake bulletin.

Too Many Failures Mistake Text
Allows changing the text that is displayed to participants who have already had the maximum number of login attempts. In this step, we will again cull our ain or create a new error message.

Permit authenticating respondents to retake an authenticated section.
The arrangement allows the user to authenticate merely once. If the user has authenticated successfully and passed the entire survey, the system volition not permit him to consummate the survey over again. However, past selecting the option, the arrangement will allow multiple logins.

Reload any previously saved progress upon authentication
It is used to ensure that the already completed role of the survey is reloaded.

Case: If a respondent completes a survey, then interrupts it in some role and and then logs in over again, he can go along in the part where he stopped.

Crave respondents to cosign again if they resume their session later
If the respondent successfully authenticates, then interrupts the completion of the survey and later wants to go along completing, he must log in over again. As an pick, nosotros will ensure that information technology is not needed once again.

13. click onSAVE.

How To Add Pictures To A Qualtrics Survey,

Source: https://www.anodius.com/en/qa/set-respondent-identification-qualtrics/

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