Survey Redirects and Language

Survey redirects can be used to send respondents to your social media, panel signup forms, external surveys, and more. This feature enables tracking of participation in external surveys or research activities (e.g. Qualtrics, UserTesting, etc).

Redirect after completing a screener

Panelfox comes with a built in redirect option at the end of every screener. In Screeners > Redirects and Language, you can decide where a respondent will be sent based on whether they qualify or are disqualified during the screening process.

You can also add in merge tags to the URLs to add in information like PanelistUuid. This can be useful if you need to redirect panelists to a specific page based on their profile, or send information like the PanelistUuid to another panel software.

Redirect from a Panelfox screener to an external survey, and track participation

1. After you build your screener, turn on the Redirect toggle.
2. To decide what to enter into the Redirect URL input field, follow the Redirect back to Panelfox guide to choose how "redirecting back to Panelfox" will work for your respondents.
   1. If you are following Redirect Option 1, use the {StudyPanelistUuid} as the user/token identifier (NOTE: Make sure to use StudyPanelistUuid and not PanelistUuid). The 3rd party tool will have instructions how to pass an ID to them from your panel tool, for example: https://surveytool.com/survey/abc123?token={StudyPanelistUuid}
   2. If you are following Redirect Option 2, you can simply paste the URL of the external tool, for example: https://surveytool.com/survey/abc123

Send email to an external survey, and track participation

If you want to send your panelists directly to an external survey without screening, and want to redirect the panelist back to Panelfox to track participation - follow this guide.

1. Create a new Screener, which we will use to "Track external participation" based on this guide Redirect back to Panelfox
2. In the new screener's Email builder tab, create a link to the 3rd party survey tool:
   1. If you are following Redirect Option 1, use the {StudyPanelistUuid} as the user/token identifier. (NOTE: Make sure to use StudyPanelistUuid and not PanelistUuid). The 3rd party tool will have instructions how to pass an ID to them from your panel tool, for example: https://surveytool.com/survey/abc123?token={StudyPanelistUuid}
   2. If you are following Redirect Option 2, you can simply paste the URL of the external tool, for example: https://surveytool.com/survey/abc123
3. In Study > Overview, you can now send the screener email. Panelfox will update links from https://surveytool.com/survey/abc123?token={StudyPanelistUuid} to something like https://surveytool.com/survey/abc123?token=gg3f4856-442a-4cd0-b5f7-b75b483e1ga3.
4. Respondents will be able to click on the previous link, answer the survey, and be redirected to Panelfox automatically. Now in Study > Overview you'll be able to see that they "responded" to that screener.

Redirect back to Panelfox

If you want to track participation in an external survey, and redirect back to Panelfox, you have two options.

If the external survey tool has the ability to accept URL parameters (aka. query strings), and also redirect those same URL parameters back to Panelfox, follow Redirect Option 1.

If the external survey tool does not have the ability to accept URL parameters and redirect based off custom data, follow Redirect Option 2.

Redirect Option 1

In this option, we use the external survey to redirect back to Panelfox and automatically track participation. You need to create a brand new screener for this to work, and title it something like "Redirect back from ...".

1. Create a Screener in Panelfox. Title it something like "Redirect from ...".
2. Go to Screener Settings tab and scroll down to Screener UUID. It will look something like ab8f4856-722a-4cd0-b5f7-b75b483e1de9.

3. In the external tool, find the settings area for redirects. Use the "fill in" format below to generate this URL.

   USA: https://api.panelfox.io/api/redirect/FILL_IN_SCREENER_UUID?sp_uuid=FILL_IN_MERGE_TAG_FOR_StudyPanelistUuid

   Europe: https://api.eu.panelfox.io/api/redirect/FILL_IN_SCREENER_UUID?sp_uuid=FILL_IN_MERGE_TAG_FOR_StudyPanelistUuid

4. Replace FILL_IN_SCREENER_UUID with the value from Step 2.
   1. In the USA it will look similar to: https://api.panelfox.io/api/redirect/ab8f4856-722a-4cd0-b5f7-b75b483e1de9?sp_uuid=FILL_IN_MERGE_TAG_FOR_StudyPanelistUuid
   2. In the EU it will look similar to: https://api.eu.panelfox.io/api/redirect/ab8f4856-722a-4cd0-b5f7-b75b483e1de9?sp_uuid=FILL_IN_MERGE_TAG_FOR_StudyPanelistUuid
5. Replace FILL_IN_MERGE_TAG_FOR_StudyPanelistUuid with the mapping your 3rd party survey tool provides, such as [ID] (this is used in Optimal Workshop).
   1. In Optimal Workshop, follow this documentation
   2. In Survey Monkey, use a combination of Custom Variables and Redirects
   3. In Qualtrics, follow this documentation
6. Your final redirect link you configure within the external tool may look something like this:
   1. In the USA: https://api.panelfox.io/api/redirect/ab8f4856-722a-4cd0-b5f7-b75b483e1de9?sp_uuid=[ID]
   2. In the EU: https://api.eu.panelfox.io/api/redirect/ab8f4856-722a-4cd0-b5f7-b75b483e1de9?sp_uuid=[ID]
7. After your respondent completes the external survey, they will be automatically redirected back to Panelfox and see a "Thank you" screen. Then, you will be able to see the "Screener Answered" timestamp for every respondent who completed the screener.

Redirect Option 2

In this option, we use the external survey to redirect back to Panelfox and manually track participation by asking the respondent to fill out their email.

1. Create a Screener in Panelfox. Title it something like "Redirect from ...".
2. In the Screener Builder tab, click Add Element > Contact Info, which will add 4 two-way synced questions.
3. Go to Screener > Screener Settings, and update Who can take the screener? to Anyone.
4. Scroll down, and copy the Public Link, which you can now use as the "redirect" from your 3rd party survey system.

Language

Panelfox allows you to change the language of the buttons that respondents encounter in your Screeners. These include Next, Submit, Cancel, and Validation text. Note: These changes will only affect the current screener.