This guide shows you how to set up conditional survey routing, where participants are directed to different surveys based on their response values and a participant limit. This type of conditional routing is useful for:
- Quota management: limiting the number of participants in a specific group.
- Response-based routing: directing participants based on their answers.
- A/B testing: comparing different survey experiences.
The Situation
You have a study where you want to:
- Route the first 50 participants who answer with a value of 3 or higher to Survey A.
- Route all other participants (those with answers lower than 3, or after the first 50 participants) to Survey B.
What to Do?
1. Create or Identify Your Initial Survey
First, you need a survey that captures the response value that will determine routing.
- Create a Baseline Survey:
-
Add a number question with content like:
Please rate your experience from 1 to 5. -
Set the question as mandatory to ensure all participants provide a response.
-
Save and publish the survey.
-
2. Set Up Participant Tracking
To track the first 50 participants, you’ll need to create a system to count participants:
-
Create a new survey called Participant Counter (this survey will be hidden from participants).
-
Add a number question with content like: Participant Sequence Number
-
Remove all triggering logics for this survey so participants never see it.
-
Save and publish the survey.
3. Configure Survey A (High-Value Group)
-
Set up the survey for participants with responses of 3+ who are within the first 50:
- Open
Survey A. - Go to
Triggering Logicsfrom the top right. - Add a new
User Triggering Logic. - In the Criteria section, click Set.
- Open
-
Add the first condition:
- Find your baseline survey’s rating question.
- Operator: Choose
>=(greater than or equal to). - Right operand: Enter
3.
-
Add the second condition:
- Find the participant counter question.
- Operator: Choose
<=(less than or equal to). - Right operand: Enter
50.
-
Set the logic operator between conditions to
AND. -
Save the triggering logic.
-
Publish Survey A.
4. Configure Survey B (Remaining Participants Group)
-
Set up the survey for all other participants:
- Open
Survey B. - Go to
Triggering Logicsfrom the top right. - Add a new
User Triggering Logic. - Click Edit to open the triggering logic editor.
- In the Criteria section, click Set.
- Add the first condition:
- Find your baseline survey’s rating question.
- Operator: Choose
<(less than). - Right operand: Enter
3.
- Add the second condition:
- Find the participant counter question.
- Operator: Choose
>(greater than). - Right operand: Enter
50(to capture participants after the first 50).
- Open
-
Set the logic operator between conditions to
OR. -
Save the triggering logic.
-
Publish Survey B.
5. Implement Participant Counting
To track participant sequence numbers, you’ll need to assign them manually:
- When a participant enrolls, go to the Activity Sessions page.
- Click Submit New Session.
- Select the Participant Counter survey and the new participant.
- Enter the next sequence number (starting from 1).
- Submit the session.
- Reload the participant’s device to apply the changes.
Note: For studies with large participant pools, you can set up a Notification Template for “Participant Joined” events to streamline the process.
Testing Your Setup
1. Test with Sample Participants
- Create test participants accounts with different response values.
- Assign sequence numbers manually.
- Verify routing behavior matches your expectations.
- Check that participants receive the correct surveys.
2. Monitor Participant Flow
- Use the Participation Tab to monitor which participants are assigned to which surveys
- Check Activity Sessions to verify triggering logic execution.
- Check View Responses page to ensure proper routing.
Pro Tip
This setup allows you to implement conditional routing based on both participant responses and enrollment limits. The key is careful planning of your criteria logic, along with consistent tracking of participant sequence numbers.
Be sure to test your setup thoroughly and monitor participant flow throughout your study to ensure that the routing works as intended.