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How do I Assign 2+ out of 15 concepts per respondent with QUALIFICATIONS or EXCLUSIONS or BOTH? (Power Surveys)

Lisa Wong
Updated

Tip: Random distribution and Least Filled concept testing are available for surveys! Both of these methods allow you to achieve even distribution without scripting. For more information, see Quick comparison: Random distribution, Least Filled concept testing, even distribution scripts.

This template will allow you to assign two or more out of up to 15 concepts to a respondent that the respondent qualifies for. If a respondent does not qualify for any, then he/she will be disqualified from the survey. If a respondent qualifies for fewer concepts than the desired minimum, he/she can still complete the survey but will be shown only those that he/she qualified for.

This template also allows you to specify exclusions so the specified concepts will not be shown together

Note: This template only allows a maximum of 15 concepts in a study. If you require more concepts, you will need to obtain a custom programming quote from your Customer Success Manager.

Detailed Steps

  1. Import the necessary template into your community:
    • Download the PXML template, found here.
    • In the Surveys app, click New Project.
    • Under Power Survey, click Import.
    • Select the PXML template you downloaded, and click Open.
    • Give the power survey an internal name.
    • Click Upload.
  2. Add the template to your study:
    • Create/author your power survey as required.
    • Go to the Questionnaire tab of your study.
    • Click Library on the Authoring toolbar.
    • In the Library Browser, look for the template study in the Studies section, under Pending Studies (the study you created in step 1).
    • Expand the template study in the Library Browser and drag the block into your Questionnaire Tree as required.
      Move this block to wherever the even distribution section should be in your study. Do not rename any of the blocks or questions.
    • Ensure that your qualification question comes anywhere in the study before the even distribution setup.
    • Expand the EDMQ15_HIDDEN block and delete the conditional sequence IF_EDSM15_CONCEPTS_QUALIFIED.

      Note: This Conditional Sequence is required to pull in the EDSQ15_CONCEPT_QUALIFIED recode question as a dependency. Once the template is within the study, the EDSQ15_CONCEPT_QUALIFIED Conditional Sequence is irrelevant and can be removed
  3. Set up Even Distribution: 
    • Click on the EDMQ15_CONCEPTS question and update the answer options with the list of your concept names. There are 15 concepts by default - delete any extra answer options.
    • Click on the EDMQ15_SET_CONCEPTS_EXCL script action and update the first line of script with the number of concepts you want to assign to the respondent. 

    • Update the second line of script with the list of concepts that should never be assigned together.
       

      Case Example
      If exclusion is NOT required, leave EXCLUDE_COMBOS blank 
      string exclusion_gp = "";
      If exclusion is required, EXCLUDE_COMBOS must be replaced with a list of numbers separated by commas. 

      Do not assign concept 1 and concept 2 to a respondent:

      string exclusion_gp = "1,2";
      If there are multiple exclusion combinations, separate each group by |.

      Do not assign concept 1, 2 and 3 together to a respondent, do not assign concept 6 and 7 together, do not assign concept 10 and 11 together (It is valid when concept 1, 6, and 11 are assigned to a respondent as they are not exclusive to each other.)

      string exclusion_gp = "1,2,3|6,7|10,11";
  4. Create your concept questions:
    • Expand the EDMQ15_Set1_CONCEPTS_QUESTIONS block. By default, there are 15 conditions within this block and each of the conditions corresponds with the concept being asked.
    • In the first conditional sequence, author concept 1 questions within the EDMQ15_Set1_CONTENT_CONCEPT_1 block. In the second conditional sequence, author concept 2 questions within the EDMQ15_Set1_CONTENT_CONCEPT_2 block and so on.
    • You can delete the text instruction if necessary - this is just a placeholder.
  5. Create the qualifications for each concept (Skip this step if qualification is NOT required) :
    • Click on References and Recodes at the bottom of the questionnaire tree.
    • Click on the EDMQ15_CONCEPTS_QUALIFIED recode question. Ensure that the option list aligns with the option list in EDMQ15_CONCEPTS question. There are 15 concepts by default - delete any extra answer options.
    • Update the recode filter for each concept to reflect what the corresponding qualification should be. Review one of the examples further below to see more details and screenshots.
  6. Update the disqualification text EDMQ15_NO_QUAL_DQ as required.
  7. Validate and test your survey.

Examples

Please click on the links below to see more details and screenshots:

More Information

Read this article to learn more about Even Distribution Troubleshooting & FAQs (Power Surveys)

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