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Linking Survey Questions to Variables on the Participant Card

Linking Survey Questions to Variables on Participant Profile Cards

  • Linking Survey Responses:

    • Most survey questions can be linked to the participant's profile card.
    • When linked, survey responses will automatically update the participant's profile card upon completion.

  • Optional Linking:

    • Linking survey questions to a participant variable is not required.

  • Saving Survey Responses:

    • All visible survey questions and answers are saved to the survey’s PDF, regardless of whether they are linked to a participant variable.

This ensures flexibility in managing survey data while maintaining a comprehensive record.

Steps for Linking Survey Questions to Variables on the Participant Card

  1. Set Up Custom Variables:

    • Navigate to Study Settings > Requirements to create custom variables.
    • For detailed instructions, refer to the Custom Variables Overview  article.

  2. Create or Edit the Survey:

    • Go to Study Settings > Survey Creator.
    • Add your desired question to the survey using the Toolbox.
      • Note: Not all question types can be linked to variables.

  3. Link the Question to a Variable:

    • Select the Properties option for the survey question.
    • In the Properties panel, go to the General section.
    • If linking a Single Input question, ensure the Input Type matches the variable’s format.
    • Scroll down and open the Survey Variable dropdown to view all available study and participant variables.
    • Select the variable you wish to link (red).

  4. Save Changes:

    • Click the Save Survey button to finalize your updates.

Important Note on Linking Survey Variables

If the desired survey variable does not appear in the Survey Variable dropdown:

  • The variable may not be configured in a format compatible with your question type.
  • Ensure that the Input Type of the question matches the variable’s format.

For a complete list of compatible question types and variable formats, refer to the Survey Question Types help document.

Proper configuration is key to successfully linking survey questions to participant variables.

Editing Multi or Single Select Question Options

When linking multi-select or single-select questions (e.g., radiogroup, dropdown, checkboxes) to variables, follow these steps:

  1. Add a Question Type:

    • From the Toolbox, select a multi or single select question type (e.g., Checkbox, Radiogroup, Dropdown, or Image Picker).

  2. Link the Question to a Variable:

    • Go to the Properties panel and scroll to the General section.
    • Find the Survey Variable dropdown and select the participant variable of interest.

  3. View Populated Answer Options:

    • The survey designer will automatically populate answer options based on how the variable was set up in the Study Requirements section.

  4. Customize Appearance:

    • Use the Choices and Layout sections in the Properties panel to adjust how the question and answers are displayed to participants.
    • Note: You cannot add or remove options directly after linking, but you can modify their display to the end user.

  5. Save Changes:

    • Click the Save Survey button to finalize your updates.

For more details on customizing survey questions, refer to theProperties Panel help article.

 

Note

Avoid Using Built-in "None" and "Other" Options:

When adding radiogroup, dropdown, or checkbox question types, it’s important to try to avoid using the built-in “None” and “Other” options, especially if the question is linked to a custom variable or Ripple’s pre-built variable (e.g., sex, race).

Key Points:

  • Built-in Options:

    • If the survey question is linked to a custom variable or Ripple’s pre-built variable, selecting the built-in “None” or “Other” will result in the response not being saved.
    • The linked variable will appear blank or empty if these options are selected.

  • Create Your Own “Other” or “None” Options:

    • Instead of using the built-in options, add custom “Other” or “None” options to your custom variable or Ripple’s pre-built variable.
    • Link the newly added options to the survey via the survey variable to ensure the responses are captured properly.