Qualtrics Integration
Panelfox has the ability to connect to your active Qualtrics surveys, and automatically track participation.
Requirements
- You must have an active Qualtrics subscription
- The Token must be taken from the Brand Administrator user in Qualtrics
Setup
- In Qualtrics, do the following steps while logged in as the Brand Administrator.
- Navigate to Profile > Account Settings, then go to the Qualtrics IDs tab.
- On this page, copy the following data:
- Under Users, copy the Organization ID and the Datacenter ID
- Under API, copy the Token (if the token is not present, click Generate Token)
- In Panelfox, navigate to https://panelfox.io/settings/integrations, and add the information gathered from Qualtrics into the form.
If you have successfully connected, you will see a red disconnect box.
How to connect a screener
Once you've integrated Qualtrics with your Panelfox account, you can connect to a new Qualtrics screener.
To do so, go to Study > Screener, and click New Screener. From there, under Screener Tool select "Qualtrics Survey".
Next, select the Qualtrics survey you want to connect to your study/screener.
Note: Only published Qualtrics Surveys will be available to connect to Panelfox
Once the Qualtrics Survey and the Panelfox Screener are connected, you'll be directed to the Screener Settings tab, which will provide the public link for your Qualtrics Survey.
Note: Who can take the screener will be locked as "Anyone (even people outside my panel)". The survey link is the Qualtrics link, and that is necessary for the integration to work properly.
Note: Panelfox automatically adds "embedded data" - do not delete this in Qualtrics
How to send a survey
To send out your Qualtrics Survey from Panelfox, navigate to your Panelfox Study Overview, and click on Send Message. The main button in the email template will automatically generate the Qualtrics Survey link.
Data Sync & Automatic Redirect
When a respondent completes a Qualtrics survey, Panelfox will automatically update the respondent participation on the Study > Overview page. We do not yet show Qualtrics survey answers within Panelfox.
