We'll cover the minimum setup requirements: passing custom variables (respondent IDs) and adding your redirect completion URL.
Step 1: Creating Your Typeform
- After you've created your account using this link, you can start building your survey. Click ‘+ Create a new form’ to get started.
- You can either start from scratch, import an existing survey from Google Forms, or create a new survey using AI
Step 2: Passing Custom Variables
- When we send a respondent to your survey URL, we tag on embedded data that helps us identify the respondent when they are redirected back to Centiment at the end of your survey.
- To add custom variables to your Typeform, go to the Workflow tab.
- Click the ‘+’ symbol under the ‘Pull data in’ section
- A new menu will appear in the center of the screen. Select ‘+ Add new parameter’
- A field will then appear. Type in ‘aid’ in this field then click ‘save’ at the bottom right of the menu
Step 3: Completion URL
- Set up a Centiment redirect URL at the end of your survey. This step ensures that only participants who complete your study will be compensated by passing the variable data listed above back to Centiment.
- First, return to the ‘Content’ tab
- Next click on the ‘+’ button at the bottom left hand menu under ‘Endings’
- Select ‘Redirect to URL’
- Paste the completion URL provided by your project manager
- Next, from the right hand menu select the first of the two ‘+’ symbols
- Under the ‘recall information from…’ menu that appears select ‘aid’
- Next, return to the workflow menu.
- Hover over the final question of the survey in the workflow and select ‘manage branching’ icon
- A new menu will appear, open the drop down in the ‘Always go to’ section
- Select the new ending you created from the available options then click save in the bottom right corner
Step 4: Need to disqualify respondents?
- You'll need to send disqualified respondents to a specific URL to avoid being charged for them.
- First, start on the ‘Content’ tab
- Next click on the ‘+’ button at the bottom left hand menu under ‘Endings’
- Select ‘Redirect to URL’
- Paste the disqualification URL provided by your project manager
- Next, from the right hand menu select the first of the two ‘+’ symbols
- Under the ‘recall information from…’ menu that appears select ‘aid’
- Next, return to the workflow menu.
- Hover over the question in the workflow that will act as a disqualification question (in this case question 1) and select ‘manage branching’ icon
- A new menu will appear, select ‘add rule’
- Then under the ‘If’ section set the parameters of your disqualification (in this case we are disqualifying respondents who select ‘individual contributor’ as their seniority level)
- Once that is set, select the drop down next to the ‘Go to’ button
- From there select the new disqualification ending we created previously and click save in the bottom right corner. Below is what your final product should look like before saving.
* Please make your account representative aware of any disqualifications that are not part of the targeting in your survey quote as this may impact your incidence rate and associated pricing.