INTERNAL USE ONLY Adding Subjects and Evaluators Manually Qtip: If your license has SSO, make sure you upload your participants to the directory with their usernames before you upload participants! Once someone’s in the directory, you can upload them directly into the project without including the UserName column.…
INTERNAL USE ONLY Advanced Search You can search for a desired participant by typing a name or email address into the Search bar, or you can make use of the Advanced Search feature. * Navigate to the Participants tab. * Select the Participants section. * Click Advanced Search . * Choose from a list of crite…
INTERNAL USE ONLY Display Logic helps ensure that respondents only answer questions relevant to them. In this article: * Display Logic * Logic statements * Multiple Conditions with And/Or * Logic Sets Display Logic Display Logic shows or hides questions based on specified conditions. Display Logic conditio…
INTERNAL USE ONLY Participant Dropdown Options When you hover over a participant and click the dropdown, the participant dropdown menu appears to the far right. OPTIONS FOR A SINGLE SUBJECT * Login: Log into the subject’s Participant Portal . * View Report: View the subject’s report. If you click the email i…
INTERNAL USE ONLY Managing Participants In addition to the features described above, you can generally manage your participants by checking them off. Clicking the box to the left of the dropdown menu selects all of the participants on a page. Once you select participants you want to edit, you can click the dropdo…
INTERNAL USE ONLY About the Participants Tab You can manage the people taking your 360 survey by navigating to the Participants section of the Participants tab. In addition to accessing a number of tools , you can search and edit participants in this section. Subsections There are three subsections to the Pa…
In some cases you can add Embedded Data to a data set even after collecting responses. In this article: * Understanding Embedded Data Sources * Using Built-In Embedded Data Fields Understanding Embedded Data Sources When you set or assign Embedded Data values directly in your Survey Flow through logic or math o…
INTERNAL USE ONLY Loop & Merge repeats questions multiple times for different subjects; for instance, “looping” the same survey questions evaluating several brands of coffee and “merging” the results into a report about all brands. In this article: * Applying Loop & Merge * Piping in Field 2 Pronouns Applying Loop…
INTERNAL USE ONLY Skip Logic controls the questions respondents will see based on how they answered a previous question. In this article: * Skip Logic Skip Logic Skip Logic jumps respondents to a future point of a survey based on a previous response. For example, if a respondent answers “No” on a consent question,…
INTERNAL USE ONLY In the Distributions tab, you will see a list of all distributions that have been sent from your account. By clicking on a specific distribution, you can see statistics about the distribution. This includes the size of the list, how many emails were sent, and how many surveys were completed. You w…