Workaround: Recording Disqualification and/or Hold Reasons Without Scripting

1

I currently build online prequalification surveys for a focus group company.   Today I have discovered a better way to record disqualification reason that doesn’t utilize Custom Scripting.  Also allows for multiple reasons for disqualification, if there happens to be that scenario.

Record Reason For Disqualification

  1. Create a “Sorry You Do Not Qualify” page at the end of the survey
  2. Set this page to mark someone as disqualified if they reach this page.
  3. Create a “Please Wait as We Check Your Answers” page at the end of the survey (but before the Sorry You Do Not Qualify Page)
    • I recommend adding a message that states ‘Please wait as we check your answers.’
    • When someone would normally be marked as disqualified, have them head to this page.
  4. Add a Page Timer to the page with a timer of 00:00:01
    • This would make the page automatically submit.
    • Using the normal ‘automatic submit’ feature doesn’t work, as it doesn’t run Show/Hide logic.
  5. Add a Checkbox Question to the Page
  6. Create an Option for each reason someone could fall out of the survey.
  7. For each option, set it to Show the option if the disqualification reason occurs.
    • Options which are not shown are not recorded in the data.
  8. Via the Layout Tab, set the Checkbox Question to check all options by default.
    • This is essential for the reason recording, otherwise the data is not stored.
  9. Via the Layout Tab, Add the class ‘sg-hide’ to the checkbox question.
    • This hides the question
  10. Set the page to progress to a ‘Sorry You Do Not Qualify’ page if any of the checkboxes are selected.
    • You can optionally report why they fell out on this page using Merge Codes

 

Similarly, this same method can be used to hold data for review if certain conditions are met.

Record Reason For Holds

  1. Create a “Your Data Has Been Held for Review” page right before the Thank You Page
  2. Set this page to mark someone as complete if they reach this page.
  3. Create a “Please Wait as We Check Your Answers” page  before the ‘Your Data Has Been Held For Review’ page.
    • I recommend adding a message that states ‘Please wait as we check your answers.’
  4. Add a Page Timer to the page with a timer of 00:00:01
    • This would make the page automatically submit.
    • Using the normal ‘automatic submit’ feature doesn’t work, as it doesn’t run Show/Hide logic.
  5. Add a Checkbox Question to the Page
  6. Create an Option for each reason someone would need to be held for review.
  7. For each option, set it to Show the option if the hold reason occurs.
    • Options which are not shown are not recorded in the data.
  8. Via the Layout Tab, set the Checkbox Question to check all options by default.
    • This is essential for the reason recording, otherwise the data is not stored.
  9. Via the Layout Tab, Add the class ‘sg-hide’ to the checkbox question.
    • This hides the question
  10. Set the page to progress to the Thank You Page if none of the Checkboxes are selected.

 

In short, this is how the last couple pages of my survey look normally.

 

  1. Please Wait as We Check Your Answers 1/2
    • Check Disqualification Reasons on This Page
  2. Sorry You Do Not Qualify
    • Reach this page only if a Disqualification Reason was selected.
    • Mark Someone as Disqualified if they reach this page
  3. Please Wait as We Check Your Answers 2/2
    • Check Hold Reasons on this Page
  4. Your Data Has Been Held For Review
    • Reach this page only if a Hold Reason was Selected
    • Mark Someone as Complete if they reach this page
  5. Thank You
Justin Worsley answered
    0

    Very nice, thanks for sharing. I frequently use “real” questions that I populate and then Hide, in preference to using Hidden Variables or complex scripting. It also helps me to test the survey as I can see what’s going on at each step, before hiding the questions using sg-hide prior to going live.

    Justin Worsley answered
      1

      This is really cool – thank you for sharing this!

      Joshua Metzelaar commented
        • No problem. I also find it useful for applying segmentation to people in real time. In case there are questions to be asked for people who fall under certain segments.

        ×

        Login

        Question stats

        • Active
        • Views3050 times
        • Answers2 answers
        • Followers1 follower