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iModerate Chat Element

Overview

iModerate's proprietary software allows researchers to incorporate real-time, one-on-one interview sessions into a quantitative online survey. iModerate works with any of today's leading online data collection tools.

Example:

This is what will show in the respondent's screen as the interview session begins. The HTML code produces the the screen below, and the Decipher tool provides the page, "Continue" button and progress bar (if applicable).

dec_imoderate_001.png

In the case that a moderator is not available or quota is filled, a message like the one shown below will appear on the screen asking the respondent to please hit the "Continue" button.

dec_imoderate_002.png

Example (Tablet View):

If the respondent is using a tablet, this is what will show in their screen as the interview session begins.

dec_imoderate_003.png

1: First Steps

1.1: Notify Your iModerate Contact

Before you add the iModerate Chat element, you must first contact iModerate and they will provide you with the URL you will need to insert. You should also coordinate testing with iModerate after the element has been set up.

1.2: Pulling the Survey Datamap

If you would like the iModerate representative who will be chatting with the respondents to know what each respondent answered in questions preceding the chat session, you will need to send those questions to iModerate beforehand. The easiest way to do this is to click on the project controls icon   in the in the research hub and select "Export Survey" in the actions section. Then select the "Text" export and the datamap for your survey will appear in your browser window, including the survey text and corresponding labels. You can then copy the desired questions and email them to iModerate.

This information will be used to create a unique URL for you to enter in the iModerate Chat element, explained in the steps below. When the iModerate chat box is shown to a respondent, their answers to those questions will be passed to the iModerate representative. It will also be used by iModerate to keep counts and track quotas on the number of completed chats.

Note: Single-select, Multi-select, Select (drop-down), Text, Number and Autofill elements can be used to pass information through the URL.

dec_imoderate_004.png

2: Adding an iModerate Chat Element

To insert an iModerate Chat element, add a new survey element, select the "Custom" tab and choose "iModerate Chat". Then click "Insert".

The element must have a page break before it in order to function. It's best to have a page break immediately after the element as well.

A new iModerate Chat "blackbox" element will show in the stage. A corresponding icon will also show in the question tree. Click "edit blackbox" to setup the chat element.

2.1: Label

The iModerate Chat Blackbox contains 3 fields. The "Label" field is where the element label is specified. This is the code used for reporting, it is not a title. The next couple sections will explain how to fill out the Script URL and Question Map.

2.2: Script URL

In order to get the respondent's data inserted into the script URL, we need to tell Decipher which survey elements to retrieve the data from for each parameter in the URL. The URL of the script tag (provided by iModerate) should be entered in the "scriptURL" field. When you receive the URL form iModerate, it may still contain some extra Javascript language around the actual URL.

You'll want to remove the portions highlighted in this example:

<script type="text/javascript" scr="//www.imodchatter.com/chatter?Respondent=&jISN=8888&q1=&q2=&q3=&q4_1=&q4_2=&Q4_3=&q5x1=&q5x2=&q5x3="></script>

Then you'll be left with the URL you can enter in the "scriptURL" field:

//www.imodchatter.com/chatter?Respondent=&jISN=8888&q1=&q2=&q3=&q4_1=&q4_2=&Q4_3=&q5x1=&q5x2=&q5x3=

Be sure to make no other changes to the URL other than copying from the script tag and pasting it into the custom element, unless you're moving an open-ended question to the end of the URL.

If you do want to pass responses to an open-ended question to iModerate, you'll want to move that question to the end of the URL. The URL can only pass up to 2,000 characters, and by moving the open-ended question to the end of the URL you can ensure that the rest of the respondent's data is communicated to iModerate if the respondent writes a long response. In our example, q3 is an open-ended text question, so we'll move &q3= that to the last position:

//www.imodchatter.com/chatter?Respondent=&jISN=8888&q1=&q2=&q4_1=&q4_2=&Q4_3=&q5x1=&q5x2=&q5x3=&q3=

With that done, we are ready to paste the URL into the "scripURL" field.

dec_imoderate_008.png

Next, we need to define the question map.

2.3: Question Map

The question map tells Decipher which survey element to retrieve the data from for each variable being requested in the URL. You will have to specify instructions for each variable in the URL after the question mark ("?"), excluding the "jISN" variable because it is not a variable in the survey, it's appended by iModerate to identify the survey.

That means we need to define the variables for the highlighted portions in our example:

//www.imodchatter.com/chatter?Respondent=&jISN=8888&q1=&q2=&q4_1=&q4_2=&Q4_3=&q5x1=&q5x2=&q5x3=&q3=

So we'll start by entering each variable in the "questionMap" field on a new line, followed by an equals sign (=), as shown in our example below. This is case-sensitive so you must enter the variables exactly as they appear in the URL.

dec_imoderate_009.png

At the other end of each equals sign we need to tell Decipher which question in the survey it should pull the responses from.

The first variable is Respondent=. You can use any unique identifier collected in the survey data from your sample source lists, or simply use the uuid.

It's helpful to have the datamap open so you can easily find the question labels. To open the datamap, first open the research hub (i.e., portal) in a new browser window. Click on the project controls icon   , then select "Export Survey" in the actions section. Select the "Text" export and the datamap for your survey will appear in your browser window, including the survey text and corresponding labels.

As you may have noticed, single-dimensional questions only require the question label because there's one option to pull the answers from. For multi-dimensional questions, you must specify the row or column that the responses should be pulled from.

Let's break down our example.

  • q1, q2 and q3 are all single-dimensional questions, meaning they only contain rows or columns. We only need to enter the question label for Decipher to know what information to pass.
  • q4 is also a single-dimensional multi-select question. It's no different than q2, but the iModerate link breaks this out by row (q4_1, q4_2, Q4_3). This means that 0 or 1 will be passed for each row option, entered as q4.r1, q4.r2 and q4.r3, respectively.
  • q5 is a 2-dimensional grid question, meaning it has to be broken out by row in order to pass the column selected for that row. To do this we enter q5.r1, q5.r2 and q5.r3 to correspond with the values in the URL. A grid question may also be grouped by columns, meaning you would enter the [question label].[column label] and this would result in passing the row response for each column.

If you are unsure how to enter the labels for a question, click here to jump to a table that describes the different configurations.

3: Testing

You will need to schedule a time with iModerate to review the content. If you test the survey at any other time, you will see a placeholder message where the chat will occur.

At the scheduled time, test the survey and when you reach the chat element, the iModerate chat window will appear and the representative will be able to confirm that the implementation worked and they have received the values from all of the URL variables.

4: References

4.1: Question Configurations for the Question Map

This table describes the different configurations between question types and their answer options.

Question Type Dimension Question Map Example Passed in URL
       
Respondent Identifier N/A =UUID 12345
       
Single-select 1-dimensional (rows or columns) =q1 r2 (if rows)
c3 (if columns)
2-dimensional (rows and columns) =q1.r1 (if "grouped by" rows)
=q1.c1 (if "grouped by" columns)
c3
r2
       
       
Multi-select 1-dimensional (rows or columns) =q1 (to pass the selected row or column label)

r2 (if rows)
c2 (if columns)

1-dimensional (rows or columns)

This configuration allows you to specify a specific row or column and will pass a 0 if it's not checked or 1 if checked.
=q1.r2
=q1.c2

0 (not selected)
1 (selected)
2-dimensional (rows and columns) =q1.r1 (if "grouped by" rows)
=q1.c1 (if "grouped by" columns)
c3
r2
2-dimensional (rows and columns) This configuration allows you to specify a specific row or column and will pass a 0 if it's not checked or 1 if checked.
=q1.r2.c1
=q1.c2.r1
0 (not selected)
1 (selected)
       
       
Select (drop-down) 1-dimensional single dropdown (choices with no rows or columns) =q1 ch2
2-dimensional (choices, with rows or columns) =q1.r1 (if "grouped by" rows)
=q1.c1 (if "grouped by" columns)
ch2
3-dimensional (choices, rows and columns) =q1.r2.c1 ch2
       
Text or Number 1-dimensional single answer field (no rows or columns) =q1 open-ended response or number value
1-dimensional (rows or columns) =q1.r1 (if rows)
=q1.c2 (if columns)
open-ended response or number value
2-dimensional (rows and columns) =q1.r1.c1 open-ended response or number value
       
Autofill 1-dimensional (single classification) =q3.r1 0 (not selected)
1 (selected)
1-dimensional (multiple classifications) =q3 r1,r3,r7

 

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