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Revelation Support

All the topics, resources needed for Revelation.

FocusVision Knowledge Base

Creating a Survey Activity

Overview

Researchers have the ability to add external surveys as activities for respondents to participate in.

1: Adding a New Activity

To create a survey activity, you will first need to add a new activity. To add a new activity, select "Activities & Scheduling" under the PROJECT SETUP menu:

revsurvey_001.png

Then, click "New Activity" at the top right of the screen and select either "Activity" or "Mobile" from the drop-down menu:

revsurvey_002.png

2: Configuring the Activity

Once you have created your activity, you will need to configure the settings for it. First, click and drag the "Survey Link" stimuli from the list on the left and drag it to the building area on the right:

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The Survey stimuli is only available for "Activity" and "Mobile" activities.

The New Activity window will appear, where you can specify the following details for your survey activity:

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  • Name: The name for your activity. This name will appear for the survey in your activity log.
  • Type: The type of survey you will use for your activity. Can be set to "Mobile" to allow respondents to take the survey on a mobile device, or "Non-Mobile" to disallow mobile devices.

The "Mobile" activity type is limited to surveys with 20 or less questions.

  • Kind: The kind of survey you will use for your activity. Can be set to "One-Time Activity" for a survey that will only be taken once by each respondent, or "Recurring Activity" for a survey that will be taken multiple times by each respondent.
  • Sharing: The level of access you will use for your activity. Can be set to one of the following:
    • Influenced - Allows everyone to see the activity.
    • Uninfluenced - Allows only the user to see the activity.
    • Private - Allows only the research to see the activity.
  • Overdue Notice after: The amount of time between the initial activity notification and the overdue notice.

2.1: Adding a Decipher Survey Link

Once you have configured the activity settings, you will need to add your survey link. To add a Decipher survey link, you will first need to copy your survey link from the Decipher portal. To copy your survey link, click "Test Survey" under Test in the project controls menu:

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Then copy the link as displayed in the Survey Test Environment page using either the "Copy to Clipboard" or "Send to Phone" options:

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Next, add your survey link along with any instructional text you would like to include, to the "Survey Link" stimuli box in the New Activity window:

Rev_surveylinkintro.png

Once you have added your survey link, click "Save" or "Save and Close" to apply your activity settings and link your survey:

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Additionally, you can select "Preview" to view your activity as configured without saving any settings.

3: Syncing Respondent Data

No data from external surveys is stored within FV Revelation. You should always include a unique identifier variable for respondents so that you can tie your survey activity data back to your project respondents.

Now that you have set up your activity to send your participants to a Decipher survey, you need to make sure that those participants and their information are captured properly on the Decipher side. This will later allow you to link their data from Revelation to Decipher.

3.1: Capturing the Participant ID

When sending participants to Decipher, the Revelation app will append a unique identifier to each participant’s survey link, called uid. In order to capture this unique identifier on the Decipher side, you need to modify your Decipher survey’s Sample Source element via the Survey Editor

First, select the sample source you would like to edit from the question tree. Then, click the "+ Variable" button in the staging area:

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A pop-up screen will appear where you can input the name, type, and authentication method for your new variable. For participants coming into Revelation, set the Variable Name to "uid", the Requirement to "Unique", and leave the Authentication field as the default "No Authentication". Once you are done creating the variable, click "save" to apply it and close the pop-up:

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3.2: Capturing Additional Revelation Variables

In addition to each participant’s unique identifier, the Revelation platform passes two URL variables to Decipher:

  • activity_id -  The unique identifier of the Revelation activity where the Decipher survey link was posted.
  • posting_id -  An extra variable which keeps track of which instance of that activity sent the respondent over.

The same activity posted to two different segments within Revelation will have different posting IDs for each segment the participant was a part of. Recurring activities will also have different posting IDs depending on which day the participant completes them.

Following the same steps outlined above, add these two URL variables to your sample source, setting both to "Required" and "No Authentication":

rev_survey_011.png

Once you verify your setup is correct, your Revelation-Decipher link is good to go.

4: Matching Revelation Participants to Their Survey Data

Once you have collected data for your Decipher survey activity, you can view participants' Revelation data alongside their survey data by importing your participants file to Decipher using the unique identifier and other variables you setup earlier

4.1: Exporting the Revelation Participants File

First, you will need to export your participants file from Revelation. To do this, click "Participants" in the project menu to bring up the participants list. Then select "Publish report" in the drop-down menu at the top right: 

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This will generate a CSV export which you can export from the "Findings" section:

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4.2: Preparing the File for Import

Once you have downloaded your participant report, you will need to open it and make some slight modifications before uploading to Decipher. First, review the column headers of your file and remove any spaces in their names.

A standard file with the modified column header names might look like the below:

rev_survey_014.png

After you have removed all spaces from your column headers, use Excel's "Save As" option to re-save your file in.xls format.

4.3: Importing the File to Decipher

To import your participants file to Decipher, navigate to the View/Edit Responses report from the project portal:

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Then, click "Import Data" at the top right:

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The Data Importer will appear, which allows you to configure the way the import is performed. Follow the steps below to match your participants' Revelation data to their survey data and perform the import:

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1. Key Variable: Select UUID as your key variable to match Decipher records to participants' Revelation information. 

2. Imported Variable: Check which of the available URL variables you want to import from Revelation.

3. Project Variable: Select uidto import participants' unique identifiers into the captured uid column in Decipher.

4. Question Type: Set the types of questions that will hold the imported variables.

Once you are satisfied with your changes, click the "Import Data" button at the top right. When the import finishes, the imported variables will be available for their matching records within all Decipher reporting tools:

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