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Adding CATI Sample

1:  What is CATI Sample?

CATI stands for Computer Assisted Telephone Interview. The CATI sample source allows interviewers to be more efficient.

1.1:  Enabling CATI Sample for Your Company

Currently, your company must have a Decipher Cloud account to enable CATI sample on your own. Click here for instructions.

If you do not have a Decipher Cloud account, contact your Account Manager to have CATI sample enabled for your company.

2:  Adding CATI Sample

To add a sample source, click on the sample element in the question tree and select "Add New Sample Source," or simply select the "Add Survey Element" button.

In the "Sample Sources" page, select the "CATI (Manual)" sample source and click "Insert."

Next, follow the steps below to setup the CATI sample.

2.1:  Intro Script

The introduction script is read by the interviewers to each contact they call before beginning the survey. Enter this script in the "Intro Script" field.

2.2:  CATI Files

2.2.1:  Phone List

The phone list file must be in an Excel file (.xls or .xlsx) and contain the following column headers:

  • The first column header must be titled phonenumber, and contain 10-digit phone numbers of the recipients (mandatory)
  • The second column must be titled name, and contain the names of the recipients (mandatory)
  • The third column and beyond may be used to append filter criteria. E.g., demographic information like zipcode, gender, etc. (optional)
    Note: When applying a filter in the CATI management console, keep in mind that the values are case-sensitive

Select "+Upload Phone List" to upload your list of telephone interview respondents.

Tip:  If you want to add new respondents, simply upload a new file and the system will update your list.

2.2.2:  Interviewer / Stations

The interviewer file must be in an Excel file (.xls or .xlsx) and contain the following column headers:

  • The first column header must be titled interviewers, and contain the  alpha-numeric code assigned to your interviewers (i.e., the Interviewer ID)
  • The second column must be titled stations, and contain the alpha-numeric station code

The interviewers and stations listed in your file must be a subset of the files applied for your company. Click here for information about the company files.

Select "+Upload Stations / Interviewers" to upload your file.

2.3:  URL Variables

The counts for these variables are pulled from the CATI files that were uploaded.

  • phoneNumber:  Displays the total number of phone numbers in the list.
    • Remove Sample:  Click this link to remove the entire phone list that was uploaded.
  • stationID:  Displays the total number of (unique) stations assigned to the project.
  • interviewerID:  Displays the total number of interviewers assigned to the project.

2.4:  Exit Pages

The exit pages are laid out for you to configure for terminated, over-quota and qualified respondents. Simply select "Message" to show the respondent a message at the end of the survey, or choose "Redirect" and enter the URL in the field provided.

You also have the ability to add a custom exit page and define the logic condition for it. Click here to learn more.

2.5:  CATI Settings

  • Contact Hours:  Set the time frame in which the dialer may make calls to respondents. The time zone is set for the interviewer's local time and adjusted to the respondent's time zone.
  • Number of Attempts:  Set the maximum number of attempts that may be made to contact a potential respondent before a disqualification disposition is logged.

3:  CATI Comment Element

Once the CATI Sample is setup, add the CATI Comment Element to your survey to provide instructions to your interviewers.

3.1:  Sending the Survey to Your Interviewers

After the survey has been built, tested and launched (i.e., set live), you may distribute the URL to your interviewers. To access the URL, locate the project in the Research Hub and click on the project controls. Then select "CATI Mode."

This opens a new tab with the login screen. Copy the entire URL.

Send the URL along with login instructions (click here to download) to each of your interviewers.

3.1.1:  Troubleshooting

Interviewers are told to contact their Project Supervisor for assistance with problems.

Login problems may be due to:

  • The Interviewer simply forgot their ID or station ID
  • Their ID wasn't in the "Interviewer/Station" file that was uploaded in the survey builder

An interviewer cannot find the correct project in the dropdown menu:

  • Check that the survey was set LIVE. All projects assigned to an interviewer ID with CATI sample that have been launched will appear in the dropdown menu.

3.2:  CATI Management Console

Manage your settings, sample and interviewers once the survey is live in the CATI management console.

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