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Qualtrics Corner: Embedded DataHeather Lansky

lansky.8@osu.edu

Manager - Quality Data Reporting, EHE Office of Research

EHE Qualtrics Division Administrator

© September 2017 – Heather Lansky. This work is licensed under a Creative Commons Attribution 3.0 Unported License.

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Offers workshops several times per year, has included Qualtrics in the past. Archives of past sessions and information on upcoming workshops can be found at:http://ehe.osu.edu/research/professional-development

Heather is available on a limited basis to assist with complex user issues. Search Qualtrics.com for solution first.

EHE Office of Research

RESOURCES

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Embedded Data

Embedded Data is any extra information you would like recorded in addition to the question responses. It can be used to store information such as

• The social media site a respondent has come from• The condition a respondent was assigned to in a research study• Previously gathered information from a contact list so that data will

be available for analysis.

Embedded Data consists of a field and a value.

The field is the name of your variable (e.g., Gender, State, Status).

The value is what your field will be set to in your data. Just as one question can have multiple answers, an Embedded Data field can have multiple values (e.g., a field called Status might have a value of either Screened Out, or Study Candidate).

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Embedded data can be used in a number of ways, including:

Piped Text to display Embedded Data in your survey questions.

Branch Logic to determine what sections of a survey your respondent should take.

Display Logic to determine whether a respondent should see a question.

Quotas to determine whether someone meets required conditions to increment.

Email Triggers to determine whether an email should be automatically sent upon completion of a survey.

Contact List Triggers to determine whether a survey taker should be added to a contact list.

Salesforce Integration to help the system decide what to communicate with Salesforce.

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Setting Embedded Data

Embedded Data can be set up:

• From a Contact List• As part of Survey Flow

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Contact List

When importing a CSV file as a Contact List, any columns to the right of ExternalDataReference are treated as embedded data. Columns can be named anything (without spaces recommended) and you may have multiple embedded data columns.

When entering a contact manually, click the green plus sign to add Embedded Data Columns. Click the Column Name to rename.

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Survey Flow

1. Set a name for the Embedded Data FIELD2. Click Set a Value Now to name the Embedded Data VALUE

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USE CASES

Data

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Piped Text

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Branch Logic

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Display Logic

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Quotas

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Email Trigger

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Contact List Trigger

Bring Embedded Datainto the new Contact List

Create a new Contact List (for Survey 2) based on respondents from Survey 1

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New Contact List includes Embedded Data from Survey 1

Embedded Data from Survey 1piped into Survey 2

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Use as a Variable

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THANK YOU!