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Panel Company Integration

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Distributing

Step-By-Step

If you are using a panel company to distribute your survey, they will want you to set up your survey to track respondents. It can seem kind of complicated, but if you follow these steps, you will be a panel integration expert!

Give the panel company your survey link.

The panel company will attach information to the end of this link when distributing the survey so that they can track respondents.

  1. Open the Distribute Survey section of Qualtrics.
  2. If the survey is not active, click Activate your survey to collect responses.
  3. Copy the Anonymous Survey Link that appears, and email it to the panel company.
Three links From the Panel Company

Your panel company should send you three links to insert in your survey.

Do you have those links? Good, let’s continue. (Don’t have those links? Contact the panel company). These links will be used to redirect respondents when they complete the survey.

  1. Take your links and paste them into Word or another text editor.
  2. Look at the end of the links. You will see one or more of the following, followed by dummy text:
    &r=     &s=     &ftouch=     &id=     &pl=     &gid=

    These are identifying fields added to the end of the links, and we want to have them recorded in Qualtrics as Embedded Data. Note that you might see a field not included in the list above.
  3. Go into the Edit Survey section of your survey.
  4. Click the blue Piped Text tab.
  5. In the Piped Text tab, scroll down to Embedded Data.
  6. Enter the field name from the end of your links. So if you saw &r=, type in r. If you saw &ftouch=, type in ftouch. Click Insert.
  7. A code will now be inserted in your text box. We are not going to leave it there. Cut it out of the text box and go back to your links in the text editor.
  8. Take the code that you generated (it will look something like this: ${e://Field/r}), and put it right after the field that looks like this: &r= . Here is an example before and after:
  9. Before:

    After:

    • Before: https://survey.panelcompany.com/wix3/p85018.aspx?stat=1&r=12345
    • After: https://survey.panelcompany.com/wix3/p85018.aspx?stat=1&r=${e://Field/r}
  10. Repeat steps 3-8 for each field that you need to append to your link. A link with two fields at the end might look something like this:
    • https://survey.panelcompany.com/wix1/p85018.aspx?stat=1&r=${e://Field/r} &s=${e://Field/s}
  11. Modify the other two links so that they end with the same information as the first link. Your final links might look something like this:
    • Screen-out Link:
      https://survey.panelcompany.com/wix1/p85018.aspx?stat=1&r=${e://Field/r} &s=${e://Field/s}
    • Over Quota Link:
      https://survey.panelcompany.com/wix2/p85018.aspx?stat=1&r=${e://Field/r} &s=${e://Field/s}
    • Complete Response Link: https://survey.panelcompany.com/wix3/p85018.aspx?stat=1&r=${e://Field/r} &s=${e://Field/s}
Add the links into your survey

The panel company will have specified which redirect link is for Screen-outs, which is for Quotas and Completes. If you don’t have any screening criteria in your survey, you won’t need the Screen-out link. If you don’t have any Quotas in your survey, you won’t need the Quotas link.

  • Insert your completes Link:
    1. Open your Survey Flow.
    2. At the bottom of your flow, select Add a New Element Here.
    3. Select to add an End of Survey element.
    4. Click Customize, then select to Redirect to a URL.
    5. Paste in the Completes link and click OK.
  • Insert your Screen-out Link (if your survey contains screening questions):
    1. Open your Survey Flow.
    2. On the question block where you added your screening questions, select Add Below.
    3. Select to add a Branch, then Add a Condition.
    4. Add your screening logic to the branch and click OK. For more information on working with branch logic, refer to our Branch Logic page.
    5. Add an End of Survey element under your screen-out branch.
    6. Click Customize, then select to Redirect to a URL.
    7. Paste in the screen-out link and click OK.
  • Insert your Quotas Link (if your survey contains quotas):
    1. In the Edit Survey tab, select Advanced Options on the gray toolbar, and choose Quotas.
    2. Click Add a Quota, and set up any quotas you would like to include in your survey. For more information on setting up quotas, refer to the Quotas tutorial.
    3. Leave the quota action as End Current Survey and leave the box for Do the above action only if… is selected.
    4. Click Customize next to the quota action.
    5. Select Redirect to a URL, and paste in the Over Quota Link.
    6. Click OK, then close your quota.
  • You are now finished setting up Panel Company Integration.