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FocusVision Knowledge Base

Pulling KinesisPanel Datapoints into a Decipher Survey

Overview

If your company has KinesisPanel enabled, is possible to pull KinesisPanel datapoints into an existing Decipher survey. This is useful for copying an existing Kinesis Registration Survey into Decipher, or just for re-using existing datapoints you would like to track in your Decipher survey. Datapoints can be pulled from Kinesis by adding the panel you wish to pull from to your survey as a sample source and then pulling in the datapoints using either the sample source itself or the Panel Datapoints survey element.

 

1: Adding sample sources

Sample sources can be added to a Decipher survey using the Survey Elements menu within the Survey Editor. To view available sample sources, click on “Sample Sources” and then click the “+ Add New Sample Source” button to bring up the Sample Sources library:

All panels available to your company within KinesisPanel will display in the Sample Sources menu. KinesisPanel sample sources are indicated by the KP icon. Once you have found the sample source you would like to add, select the source name from the list and click the “Insert” button:

Multiple sample sources can be added to a single project; if you would like to add more than one sample source, you would just repeat the above process for each individual panel you need.

2: Adding Datapoints

Once you have added your preferred sample source, you can click on the source name to view the source options menu. This menu will include information on any previously added datapoints, URL variables, and exit pages. To start adding datapoints, you will need to click on the “+ Add Datapoint from Panel” button:

Alternatively, you can add new datapoints using the “+ Add Survey Element” button in the Survey Editor. This will bring up the Survey Elements menu, where you can select “Panel Datapoints”:

Regardless of the access method you choose, the Datapoint menu will then pop up in a new modal, showing a variety of options:

  1. Panel Source Name: Use this drop-down menu to toggle between all of the panel sample sources you have added to your survey.
  2. Datapoint Search: Use this search bar to narrow down available datapoints by keyword.

  3. Datapoint List: This list shows all available datapoints within the sample source you have selected. You can click on each one to view its datapoint value, question text and row text. You can also click on multiple datapoints to add multiple questions.

  4. Datapoint: This is the datapoint label in KinesisPanel.

  5. Question: The question text for each datapoint will appear to the right of its label.

  6. Rows: The available rows for each datapoint will appear below its label.

  7. Add as Question: Click here to add the selected datapoint as a question within your Decipher survey. Adding a datapoint as a Question will show it to respondents.

  8. Add as Information Only: Click here to add the selected datapoint as an informational element that is visible only within the survey editor and data. Adding a datapoint as Information Only will hide it from respondents.

You can add datapoints individually or as a group by clicking on them within the Datapoint List.  The order of the selection will determine the order of the questions added to the survey. Once you have added a datapoint, it will appear as an editable question within the Survey Elements tree:

Note: Shown questions require duplicate hidden versions for data mapping.

3: Editing a Datapoint Question

As with any normal survey element, you will be able to change the question’s style and text formatting within the survey editor to appear properly within your survey. Click here for more information on editing survey elements.

Note: Changes to the data structure (i.e., adding/removing answer options) will make the question incompatible with the panel datapoint and result in a warning message within the Survey Editor.

Every datapoint you add to your survey will also be listed within an automatically generated panel datasource element with the sample source name. You can select or expand this element at any time to view all of the datapoints you have added.

You can also delete a datapoint by clicking on the “x” under “Remove”, or adjust its functionality by checking the box next to it under “Show as Question”. If the “Show as a Question” box is checked, the datapoint will be shown as a pre-populated question to respondents within the survey. If the box is unchecked, it will populate as a hidden question for reporting purposes and for adding logic:

Note: Changing or deleting a question within the Survey Editor will NOT affect its datapoint within your panel. If you would like to edit or remove a datapoint, you will need to modify it within KinesisPanel.

3.1: Editing Limitations & Considerations

3.1.1: Date Formatting

While “date” question types within KP can have multiple formats (i.e., can be entered as MM/DD/YYYY, MM/DD/YY, YYYY-MM-DD), Decipher only sends back to Kinesis a date using the YYYY-MM-DD format.

This means that any dates entered in a different format will not be applied/saved within Kinesis. If desired, you can add extra instructions to respondents on formatting within a “date” question to ensure that dates are only entered in YYYY-MM-DD format.

4: Launching a Survey with Datapoints

You can launch your survey using the same process that you would for a normal Decipher survey. If you have never launched a Decipher survey before, click here for a guided walkthrough.

Once your survey is set live, the Decipher system will verify that all existing datapoints are compatible with KinesisPanel and publish the survey to Kinesis. Live surveys with a Kinesis sample source are available from the link to Decipher survey drop-down menu:

Note: Once a survey is closed, you will no longer be able to add it as a KinesisPanel project.