Respondent Funnel in the Data Modeler (CX)
About Using a Respondent Funnel in the Data Modeler (CX)
By hosting respondent funnel, contact, and even survey data in the same dashboard, you can create a more insightful and comprehensive report on the performance of your Qualtrics distributions. By having both contact and distribution data in the same dashboard, you can break out delivery and response metrics by important demographics and key customer information.
To accomplish this, you’ll join the contact and respondent funnel information together.
Step 1: Enabling Respondent Funnel Data
Before you can build the dashboard dataset described on this page, the respondent funnel needs to be enabled for your account, and the directory’s funnel data needs to be prepared.
For exact steps, see Enabling Respondent Funnels for a User. A Brand Administrator can complete these steps.
Step 2: Enabling Contact Data
To use directory data in CX Dashboards, you need to make it available as a source. See Using Contact Data as a CX Dashboard Source for detailed steps.
Step 3: Creating the Dashboard Dataset
- Create a data model dataset.
- Add a source.
- Filter for sources from Directories.
- Add your contact data as a source.
Qtip: Be thoughtful about the fields you include from your contact data source. If there are sensitive fields you don’t want shown to users, consider excluding them completely from the dashboard data or adding them to a separate dataset with limited access. See Selecting Which Fields To Include from Sources.
- Add your respondent funnel as a source.
Attention: If you have access to multiple directories, make sure the directory name matches both the contacts and respondent funnel data!
- Next to the contact source, add a join.
- Under Right Input, select the respondent funnel.
- Under Join condition, select Contact ID for both the left and right sources.
- Create an output dataset.
- Publish your changes.
Step 4: Creating Custom Funnel Metrics
Now that your data is joined, you can start building custom metrics like response rate and completion rate. For steps, see the following resources on the Respondent Funnel support page:
- Response Rate and Completion Rate
- Example Custom Metrics (More ideas for custom metrics you can build)
- Default Fields (A guide to the fields’ meanings and the types they should have)
If you want to make edits to the fields in the data model beyond what’s covered above, check out Editing Dataset Fields.
Step 5: Building a Dashboard
Once your data is mapped, you’re ready to start making your dashboard!
All the data you’ve mapped can appear together on regular dashboard pages. This means you’re free to start building widgets and filters as you normally would, with a mix of both contact and response funnel data available for you to work with.
Mapping Survey Responses With Your Funnel Data
If you want to map survey data to your dashboard, too, then you’ll need to complete a few extra steps in the same dataset. Keep in mind that it’s optional to add survey data, and depends on your reporting needs.
Preparing Your Survey Data
Like with the first join we made, we need an ID we can use to link the data together. We recommend using either Contact ID or Email. In this example, we’ll focus on Contact ID.
- Open your survey and go to the Survey flow.
- Add an embedded data field.
- From the list of pre-existing fields, choose ContactID.
- Click Apply to save your changes.
- Go to Data & Analysis.
- Select the Column chooser.
- Go to Embedded Data.
- Display the ContactID column.
Joining a Single Survey to Your Funnel Dashboard
If you’re going to add just one survey to your dashboard, all you need to do is create a join between this survey and your original join (where you combined contact and respondent funnel data).
- Edit the data model where you joined contact and respondent funnel data.
- Add your survey as a source to the data model.
- Next to your first join, create another join.
- Under Right Input, select the survey.
- Under Join condition, select Contact ID for both the right and left sources.
- When you’re finished, create your output dataset.
- Publish your changes.
Joining Multiple Surveys
If you want to include multiple surveys in your dashboard, you should create a union of all of these surveys first. You’ll then join the union to your first join.
- Edit the data model where you joined contact and respondent funnel data.
- Add both surveys as sources.
- Create a union.
- Next to your first join, create another join.
- Under Right Input, select the union.
- Under Join condition, select Contact ID for both the right and left sources.
- When you’re finished, create your output dataset.
- Publish your changes.