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Advanced Piping and Logic With Imported Data

1:  Advanced Piping With Imported Data

As an example, we will explain how to pipe a respondent name from an imported data file into the survey introduction.

Step 1:  Setup the sample sources. Custom sample sources should require a unique identifier.

In order to match up the imported data with respondents in the new survey we need to set up the sample sources in the survey the data will be imported to. In the actions menu, select "setup sample sources". You may select from the sample providers available or set up a custom sample source. If you're using one of the sample provider's offered in Survey Editor, you can locate the unique identifier used by the provider by selecting "view project summary and urls" in the actions menu, and reviewing the survey URLs.

If you're using a custom sample source, it must have a unique identifier.

Step 2: Import the data file and define the key variables.

To import a data file, follow the steps outlined in the Importing Data document. Once the data has been imported, select the key variables that will be included. In this example the UID variable in the link (URL) the respondent enters the survey with will align the data using the id for the imported data. After the selections are made, click "Apply Options" and then click "Close".

The imported variables from the data file will appear in the question tree.

Step 3:  Add the question and pipe.

Add a new element anywhere after the imported data.

Click in the spot where you want the pipe to occur, then select the pipe icon in the toolbar. Next, choose the question you want to pipe the response from. In this case it will use the "name" from the imported data file. Select the case you want the text to appear in and then click "Apply". To review additional information on the pipe tool, click here.

The pipe will appear in the text.

Step 4:  Test the survey to confirm pipe functions as desired.

Now we want to test that the pipe functions like we expect it to. Choose a key variable, in this case an "id" from the imported data. We will test that the id xyz123 will pipe the name Tom.

In the Survey Editor menu, select "test survey" to test the survey as respondent's will see it. The survey settings window will appear. Enter the key variable from the imported data file in field for the variable it's matched with in the survey. In this example we enter the id "xyz123" in the UID field. Then click "Show Respondent View" or "Show Survey with Tools".

Locate the element in the survey and confirm the pipe is working as expected. The question below says "Hello Tom!", which is the name from the id we entered, therefore the pipe is working correctly.

2:  Advanced Piping & Logic With Imported Data

As an example, we'll create autofill element that tracks phone type based on the response to a question in the data file, and pipe the phone type into question text.

Step 1:  Setup the sample sources. Custom sample sources should require a unique identifier.

In order to match up the imported data with respondents in the new survey we need to set up the sample sources in the survey the data will be imported to. In the actions menu, select "setup sample sources". You may select from the sample providers available or set up a custom sample source. If you're using one of the sample provider's offered in Survey Editor, you can locate the unique identifier used by the provider by selecting "view project summary and urls" in the actions menu, and reviewing the survey URLs.

If you're using a custom sample source, it must have a unique identifier.

Step 2: Import the data file and define the key variables.

To import a data file, follow the steps outlined in the Importing Data document. Once the data has been imported, select the key variables that will be included, In this example the UID variable in the link (URL) the respondent enters the survey with will align the data using the id for the imported data. Then select the variables that will be included in the data import. After the selections are made, click "Apply Options" and then click "Close".

The imported variables from the data file will appear in the question tree.

Step 3: Add the autofill element, add the classifications and define the logic.

Insert the autofill element in the desired position in the survey (note: it must be after the imported data and before the question with the pipe). Select "edit answers" to add the classifications. Then define the logic for each classification, using the imported data for the logic conditions. To learn more about adding an autofill element, click here. To learn about adding logic conditions, click here.

Step 4:  Add the question and pipe.

Add the question that will pipe the text using the imported data after the autofill element. Click in the position in the text where the pipe will occur and select the pipe tool, then select the autofill element from the dropdown menu, select the case and click "Apply".

Step 5:  Test the survey to confirm pipe functions as desired.

Now we want to test that the pipe functions like we expect it to. Choose a key variable to test, in this case an "id" from the imported data. We will test that the id xyz123 will meet the correct condition in the autofill element and pipe the correct text. In this case the respondent with id "xyz123" selected q2r3, therefore the question should pipe the text "iPhone 4S" in the question, based on the logic condition we created in the autofill element.

In the Survey Editor menu, select "test survey" to test the survey as respondent's will see it. The survey settings window will appear. Enter the key variable from the imported data file in field for the variable it's matched with in the survey. In this example we enter the id "xyz123" in the UID field. Then click  "Show Respondent View" or "Show Survey with Tools".

Locate the autofill element in the survey and confirm the correct condition is filled. In this case "iPhone 4S" is selected, which is the phone type from the id we entered, therefore this condition is working correctly.

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Next, locate the question in the survey and confirm the pipe is working as expected. The question below says "We understand you have an "iPhone 4S", which is the phone type from the id we entered, therefore the pipe is working correctly.