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Retake Survey Link

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About the Retake Survey Link

Retake survey links allow you or your respondent to go back into a survey response and edit it after it has been submitted. This is useful if a respondent wants to change their answer to a question, or if the respondent’s partial response was closed because of inactivity, but they would like to finish the survey.

Qtip: Although you can issue retake links for any recorded response, responses in progress must be closed and moved to recorded responses first. See the linked responses in progress page for instruction on closing responses.
Warning: If you issue a retake link and the respondent completes it, the retake counts as a new survey session and will count towards your auditable responses.

Retake Link Types

There are two types of Retake Survey links:
the retake response and retake as new response options in the actions dropdown for a response in data and analysis

  • Retake Response: The edited response replaces the original response.
  • Retake as New Response: The edited response is saved in addition to the original response.

In both cases, the link starts the survey at the beginning but the respondent’s original answers are prepopulated (and any questions they didn’t answer will be blank). You can leave these answers as they are or make changes as you progress through the survey. In either case, the retake counts as a new auditable response for your license.

Qtip: You cannot issue retake links in bulk. Each response must have its own retake link issued manually.
Attention: If you edited a response or created custom fields before issuing a retake, your response edits and custom fields will not carry through to the retake.
  1. Navigate to the Data section of the Data & Analysis tab.
    Retake Response options in the righthand Actions column dropdown
  2. Select the Actions column for the response you need to retake.
    Qtip: To make finding the response easier, we recommend having a question in the survey that asks for name or some identifying information. You can then use response filtering to quickly locate the response.
  3. Select the retake link type.
  4. Copy the link that pops up. This link can be used by anyone to retake that particular response.image of the new retake link for a recorded response
Qtip: If you have a large group of people you would like to take the survey a second time and you want to collect new responses in addition to the old responses, then you will not use the retake survey link. Instead, distribute the survey again through emails, personal links, or the anonymous link.
Qtip: If you have large edits to make to many different responses, try using our response editing feature instead.

Sometimes it’s necessary to immediately send a retake link to the respondent or another person once the initial survey is submitted. For example, you might have a survey that is filled out by job seekers, which then triggers an email with the retake link to your Human Resources department. HR then fills out additional questions about the applicant and resubmits the information.

Retake links can be constructed outside of the Data & Analysis tab and can be used in end of survey messages and email tasks.

Qtip: The method outlined below is for sending the retake link in an email task, but this can be applied in end of survey elements and messages in the survey options menu as well.
  1. Navigate to the Actions tab of your survey.
    creating a new event based action

    Qtip: You can also create your action from the Actions page in the top right!
    the survey editor. the actions page in the top right is highlighted
  2. Click Add Action to create a new action.
  3. Select Event-based.
  4. Give your action a name.
    creating a new action. giving the action a name and choosing an event
  5. Click Choose Event.
  6. Select the Survey Response event.
    the survey response event in the event selection window
  7. Choose the types of responses that you want to trigger the action. See types of survey response events for more information about these options. Most of the time, you’ll choose Response created.
    choosing which responses to trigger the action for a survey response event
  8. Click Finish.
  9. Navigate to the Distributions tab of your survey.
    the distributions tab. the anonymous link is selected
  10. Select Anonymous Link.
  11. Copy the anonymous link for your survey.
  12. Return to the Actions tab.
    adding a task to an action
  13. In the action from earlier, click Add new.
  14. Select Task.
  15. Choose the Email task.
    the email task in the task selection window
  16. Paste the anonymous link into the body of the email.
    the anonymous link has been pasted into the email editor

    Qtip: Be careful that you don’t paste in a hyperlink here! This can prevent you from properly editing your link. If your anonymous link is blue and clickable, then highlight the text and click the break hyperlink icon.
    The link is highlighted and the break link icon is being clicked
  17. Append “?Q_R=” to the end of the URL.
    a retake link in the message editor. the string "?Q_R=" is added at the end of the url

    Example: If the URL was brandid.qualtrics.com/jfe/form/SV_1234567890, then the link is now brandid.qualtrics.com/jfe/form/SV_1234567890?Q_R=
  18. Place your cursor after the equal sign in your URL and click the piped text icon {a}.
    the piped text menu in the message editor is open and the response id option is selected
  19. Hover over Response and select Response ID.
    Example: After selecting Response ID, your link should look like this: brandid.qualtrics.com/jfe/form/SV_1234567890?Q_R=${e://Field/ResponseID}
  20. If you want your retake link’s response to replace the original response, append “&Q_R_DEL=1” to the end of the link (after the Response ID piped text). If you want to keep the original response, skip this step.
    a retake link in the email editor. the string "&Q_R_DEL=1" is added at the end of the url so that the retake overwrites the original response

    Example: If you wanted the retake to replace the original response, your link would look like this: brandid.qualtrics.com/jfe/form/SV_1234567890?Q_R=${e://Field/ResponseID}&Q_R_DEL=1
    Qtip: If this new link seems too long and ugly, you can make a clickable word or phrase instead by inserting a hyperlink.
  21. Finish setting up your email task. See the linked support page if you have questions about setting up this task.
  22. When finished, click Save.

The individual who receives the email task will have a link that allows them to see the original response and change its answers.

Qtip: Use Piped Text in the “to” field for your email to ensure that the respondent receives their own retake link

Displaying Certain Content During Retakes

It’s possible to set up your survey so that certain questions appear only when a retake link is used (for example, when you have a reviewer going over responses, or you’re sending a form to a manager to review and sign). This section will walk through how to set up your survey in this way.

Attention: If you would like to hide the initial survey taker’s response from the person retaking the survey instead, please see the Hiding Content from a Reviewer section below.
  1. Once you’ve finished building your survey questions, navigate to the Survey Flow.
    the survey editor. access the survey flow from the survey flow button at the top of the editor
  2. Click Add a New Element Here.
    adding an embedded data element to the survey flow
  3. Select Embedded Data.
  4. Add the field Q_URL.
    an embedded data element at the bottom of the survey flow
  5. Move your embedded data element to the top of your survey flow.
  6. Click Save Flow.
    the save flow button at the bottom of the survey flow
  7. In the survey editor, click the gear icon next to a question that you want to appear only during retakes.
    the add display logic option in the question options menu, accessed by the gear to the left of a question
  8. Select Add Display Logic.
    Warning: You should only add the display logic to additional questions you want the reviewer to see. You do not want to hide any of your original questions from the reviewer, as the retake link will not save responses to any questions not displayed to the reviewer.
  9. Choose Embedded Data to base the logic on.
    creating a logic condition for embedded data Q_URL contains Q_R
  10. Enter Q_URL as the embedded data field.
  11. Select Contains as the operator for your logic.
  12. Enter Q_R as the embedded data value.
  13. Click the plus sign ( + ) to add a second logic condition.
  14. Make sure the logic conditions are separated by Or.
    adding a condition for embedded data Q_URL contains DEL
  15. Create a condition for Embedded Data Q_URL Contains DEL.
  16. Click Save.
    Warning: Make sure that you have only added display logic to additional questions you want the reviewer to see. You should not hide any of your original questions from the reviewer, as the retake link will not save responses to any questions not displayed to the reviewer.
Qtip: If all the questions you want to display during the retake are contained in the same block, then you can use branch logic to display the questions instead.

Hiding Certain Content During Retakes

To prevent the second survey taker (a reviewer or manager, for example) from viewing or changing answers entered by the initial survey taker, you can hide the questions with a Timing question. This method will ensure that even though the second survey taker will not see the questions you choose to hide, the initial response data will save properly with the response. This section will go over how to set this up.

  1. Determine which questions you would like to hide, and make sure they are in the same block and will display on the same page to survey takers. See Timing a Question or Set of Questions for more details on how to set this up.
  2. Create a new question at the top of the block of questions you would like to hide.Green plus mark highlighted to create a new question at the top of the block
  3. Under Change Question Type, click the green dropdown button.
    Change Question Type and Timing question selected
  4. Select Timing in the Advanced Questions.
  5. In the Action Editor, click on the number in the Auto-advance after (seconds) option and change this to 0.1.
    Auto-advance option updated to 0.1 seconds
  6. In the survey editor, click the gear icon on the Timing question you just created.Gear icon selected to open up a menu with Add Display Logic highlighted
  7. Select Add Display Logic. See Display Logic for more details on this feature.
    Attention: You must use Display Logic to selectively time the reviewer’s response. If you forget to add Display Logic to your Timing question, the survey will skip these questions for everyone!
  8. Choose Embedded Data to base the logic on.Q_URL containing Q_R as the embedded data element that will cause the question to display
  9. Enter Q_URL as the embedded data field.
  10. Select Contains as the operator for your logic.
  11. Enter Q_R as the embedded data value.
  12. Click Save.
  13. Repeat this process for any other blocks or questions you would like to hide from reviewers.
  14. Publish your changes.Publish Survey button highlighted

This setup will cause the page of questions to auto-advance after 0.1 seconds. This means that the questions will not be displayed to or editable by the reviewer. However, since the original answers will be submitted through the auto-advance setting, those answers will be saved with the response.

FAQs