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Survey Options (EX)

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Attention: Many links on this page link back to pages regarding standard Qualtrics surveys, not just EmployeeXM. Detailed below are the differences you will need to be aware of on each page. While some content may look slightly different when creating your EmployeeXM, feature functionality remains the same.
Qtip: This page describes functionality available to Engagement, Lifecycle, and Ad Hoc Employee Research projects. For more details on each, see Types of Employee Experience Projects.

About Survey Options

Survey Options is where you go to change many general survey settings, such as the survey expiration date or the message that will appear to participants when they finish the survey.

To access these settings, click Survey Options in the Survey tab.

Survey Options button in the Survey tab

Survey Options is divided into six sections, as described below.

Survey Experience

Survey Experience includes options that will directly impact the participant’s experience, such as whether or not a back button will be included and how long participants have to return and finish the survey at a later date if they don’t finish in one sitting. In EmployeeXM, it functions exactly the same as it does in the Survey Platform. Visit the Survey Experience support page to learn more.

Survey Experience options

Survey Protection

Survey Protection helps you ensure that only the appropriate people take your survey, and how long they can do so.

Survey Protection options

Survey Retakes

When you initially invite participants to take the engagement survey, the invite should include a link to the engagement survey that is unique to them. When selected, Survey Retakes allows participants to retake the survey using this unique link. All they have to do to retake the survey is revisit the link they received in the invitation and select the link to retake the survey.

Qtip: You may see the option Multiple Responses instead of Survey Retakes. If so, you’re probably using an Employee Lifecycle project. Check out the Allowing Lifecycle Participants to Submit Multiple Responses page to learn more about this option.

Anonymous Link

When selected, the Anonymous Link option generates a general link to your survey. This allows you to copy a link to the engagement survey and paste it on a website instead of emailing all your participants. This option also creates a means for you to let participants opt into the survey instead of requiring it for everyone. Note that you will either need to add an Org Hierarchy question type to your survey or an Authenticator to your Survey Flow for each participant’s response to be placed somewhere in your hierarchy. Visit this page to learn if you should use an anonymous link for your survey. If you are only distributing via the anonymous link, make sure to manually activate your project so your participants can take the survey!

Qtip: Sometimes you will want participants to be able to opt themselves in, but for the response to be associated with their metadata. In that case, you will want to use our authenticator feature with the anonymous link.

Prevent Ballot Box Stuffing

Sometimes when you use an anonymous link without an authenticator, you may want to prevent participants from taking a survey more than once. When selected, the Prevent Ballot Box Stuffing option helps keep participants from taking a survey multiple times by placing a cookie on their browser when they submit a response. The next time the participant clicks on the survey link, Qualtrics will see this cookie and not permit them to take the survey.

Prevent Ballot Box Stuffing is a great deterrent, but can be circumvented by savvy participants clearing their browser cookies, switching to a different web browser, or using a different device. With surveys that have a higher incentive to cheat, consider distributing your survey using an authenticator or by messaging the participants with the Survey Retakes option deselected.

Qtip: If Prevent Ballot Box Stuffing has additional options, such as End survey and display default messageEnd survey and display custom messageRedirect to a full URL, and Continue survey and set an embedded data field, you have Fraud Detection. To learn more about this feature, see Fraud Detection on the Survey Platform’s support pages.

Bot Detection

Bot Detection allows you to track which responses are likely bots. If you have access to this feature, then you have Fraud Detection enabled in your account. Learn more about this feature by reading Fraud Detection on the Survey Platform’s support pages.

Relevant ID

Relevant ID improves fraud detection by assessing respondent metadata to determine the likelihood that the same respondent is answering over and over. If you have access to this feature, then you have Fraud Detection enabled in your account. Learn more about this feature by reading Fraud Detection on the Survey Platform’s support pages.

HTTP Referer Verification

Using the HTTP Referer Verification option, you can specify the URL your participants must come from in order to access your survey. To specify the website, select HTTP Referer Verification and enter your desired URL into the field.

This setting is useful if your anonymous link is posted on a particular website (such as an internal university or company page) and you want to make sure the link does not get copied and sent to others. Only those who can access that page would be able to take the survey.

Qtip: To further protect your link, consider using an authenticator. This feature has settings that prevent anyone but approved participants from entering your survey through the anonymous link.

Prevent Indexing

Search engines work by creating what is called an index, or a map of all pages on the internet so they can be searched quickly. With the Prevent Indexing option, you can keep search engines from finding your survey and presenting it in their search results.

Setting the Message that Displays When Respondents Revisit a Completed Link

If you do not have the Survey Option Survey Retakes selected, respondents can only complete the survey once. If they want to change their response, they will need to reach out to the survey’s creator for a retake link. Sometimes, if the user clicked into the link and then didn’t return within the partial completion settings, their session expired, and they need a new invitation.

You can write a custom message that will appear when the respondent tries to enter a link they already completed.

Survey Expiration

Survey Expiration limits when your survey is available. It works exactly the same in EmployeeXM as it does in the Survey Platform. Navigate to the Survey Platform’s Survey Protection support page to learn more.

Qtip: Survey Expiration and Partial Completion are two different features! Be sure to read our Partial Completion section, too, to understand the differences.

Survey Termination

Survey Termination contains options for controlling the survey ending experience. From here, you can choose different endings, such as redirecting participants to a specific website or displaying a custom message.

Survey Termination options in the Survey Options menu

Changing the End of Survey Message

By default, each participant sees the following message upon successful survey completion: “We thank you for your time spent taking this survey. Your response has been recorded.” However, you can create a custom message to tailor the survey completion experience to your participants.

You can change the end of survey message in EmployeeXM projects the same way you do in the Survey Platform. Visit the Survey Platform’s Survey Termination support page for instructions.

Show Response Summary

Rather than showing participants a message, you can automatically redirect them to a summary of their responses. You can do this by selecting Show Response summary.

This response summary can be downloaded by the participant as a PDF.

Qtip: You can show a summary of their responses before they submit the survey by enabling Show Response Summary before completing the survey with the End of Survey Element.

Redirecting Participants to a URL

In some cases, you may want to ensure participants make it back to your website or another web page at the end of the survey, rather than simply showing them a message. You can use the Redirect to a full URL option to accomplish this. As soon as a participant clicks the submit button in the survey, they’ll automatically be redirected to your chosen site.

Qtip: Only one redirect can be chosen at the same time. You cannot redirect to a URL and then redirect your participant to a response summary.

To use this option, simply paste your URL into the Redirect field and then save your Survey Options.

Redirect to a full URL option in the Survey Options menu

Partial Completion

Partial Completion lets you specify how long a participant can leave an unfinished survey before that survey is automatically closed out. It also determines what happens when you close your responses in progress.

Partial completion settings at end of survey options

Partial Completion works mostly the same in EmployeeXM projects as it does in the Survey Platform, except that the default setting in EX project is Record responses in progress 1 Year after respondent’s last activity. Check out the Survey Platform support page Partial Completion to learn more.

Attention: If a response in progress meets both of the following conditions, then it will be deleted regardless of your partial completion settings:

  • The response in progress is for a participant in your project who has already submitted a response.
  • Your project does not have the multiple responses settings enabled.