What is the best way to accomplish this with Qualtrics?

uhrxx005uhrxx005 Community Member Guru ✭✭

What is the best way to accomplish this with Qualtrics?

I need to create a survey that will be used for tracking call attempts from a phone survey. The beginning of the survey starts with contact authentication and then a question to confirm that they are calling the correct person. After that I have a block where I would like to track all of the call attempt information (date, time, result of call, etc). This is currently set up as a side-by-side item. I need to track up to 5 attempts.

The issue I am running into is figuring out how to save the information from the previous call attempts so it is visible each time someone authenticates in for another call attempt, while still forcing participants to go through the confirmation page at the beginning of the survey. Does anyone have any recommendations for how to do this?

Best Answer

  • TomGTomG Raleigh, NC Wizard ✭✭✭✭✭
    Accepted Answer

    We have a survey where we do something very similar. Populate your current respondent information into embedded variables, use those variables to pre-populate your questions using "Add Default Choices...", then use a Contract Trigger to update the respondent's info at the end of the survey.


  • uhrxx005uhrxx005 Community Member Guru ✭✭

    Hi Tom,

    Thank you. I will give this a try. I was trying a different approach of having the end of survey message redirect to a "retake link" for the survey, but that doesn't seem to be saving the responses, even though it is a retake link.

  • uhrxx005uhrxx005 Community Member Guru ✭✭

    For radio buttons, how do you set default choices based on ED?

  • TomGTomG Raleigh, NCCommunity Member, Product Ideas Wizard ✭✭✭✭✭

    For radio buttons you have to use JavaScript. Pipe your embedded variable into an if statement then use setChoiceValue.

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