By using Criteria and Triggering Logics, you can design personalized surveys where each participant receives different surveys, schedules, or questions based on their responses. This guide shows you how to set up a personalized experience sampling study based on participants’ daily routines.
The Situation
You want to conduct a 14-day study on the impact of alcoholic beverage consumption on sleep quality, with a morning survey sent approximately one hour after each participant’s reported wake-up time.
What to Do?
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Create a new study (e.g., “Drinking and Sleep”).
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Create the Baseline Survey and add your baseline questions:
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Gender question
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Usual wake-up time question with answer options:
- Before 6 am
- Between 6 am and 7 am
- Between 7 am and 8 am
- After 8 am
[!note]
Make a note of Survey ID and Question ID for these responses; you will need them to configure the criteria.
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Create the Experience Sampling Survey for daily morning check-ins and add your questions.
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Configure the Triggering Logic:
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Remove the default “User Triggered” logic.
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Add four separate Time Triggering Logics, one for each wake-up time group.
[!example] Example: For those waking before 6 am
Base Time: Study Registration Date
First trigger: Day 1 at 07:00:00
Repeat: every 1 day, end after 14 occurrences
Criteria:Q5281_3 == 1 -
Repeat these steps for the other groups (6–7 am, 7–8 am, etc.) by adjusting the trigger time and criteria value.
- Save and publish the survey.
Test Your Setup
- Enroll as test participants with different wake-up time preferences.
- Go to the Activity Sessions tab.
- Select participants and surveys.
- Verify that each person receives their survey at the correct personalized time.
Pro Tip
Consider using descriptive names for your triggering logics (e.g., “Before 6 am Group”) to make them easier to manage. Also, remember that all trigger times are based on the participants’ local device time, which is helpful if your study spans multiple time zones.