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  • You want your panelists to take part in a project that was created by somebody else on another EFSinstallation or using external software. However, for the incentive management in your panel you would like to record which panelists have completed the survey.

  • You want to conduct a conjoint survey using external survey software, the frame survey is to be created with EFS, though.

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Topics

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Creating the Questionnaires and Configuring Forward and Return Jumps

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  • Create the primary and secondary projects. The primary project can be of the “anonymous” or the “personalized” type, for the sake of simplicity the secondary project should be “anonymous”.

  • Create the first part of the primary questionnaire.

  • Next up is the page that redirects the participants to the secondary survey. Create this page, selecting “External survey start” as the page type.

    • Click on + Dynamics and select External Survey Start to create the External Survey Start page.

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  • The new page is displayed in the questionnaire view. Click on the Edit page properties iconlink.

  • You are automatically taken to the Page properties tab.

  • In the “Destination URL of external survey” field, enter the URL of the secondary project. You will find this in the field labeled “URL” in the project information of the secondary project.

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  • The other options are configured appropriately for this example by default: “Add ticket” is activated, “Add ticket for target EFS project < 5.2” “Use long clear-text tickets” is deactivated.

  • Confirm by clicking on ChangeSave.

  • Create the questionnaire for the secondary project.

  • The final page of the secondary project serves as the jump page to return to the primary survey. This means that instead of filling this page with contents as usual, you click again on the Edit page properties icon the page link to open the Page properties tabProperties (left hand side).

  • Enter the URL of the primary project as the destination URL. This you will find in the project information of the primary project, as explained above.

  • The other options are configured appropriately by default: the checkboxes “Automatically add ospe.php3” and “Add return ticket” are ticked.

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  • Confirm by clicking on ChangeSave.

  • Create the second part of the primary project that the participants will complete after the return.

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  • The configuration of the questionnaires is now complete.

Info

It is, in principle, not possible that the primary project times out while the participants complete the secondary project.

Testing

When testing, some aspects require special consideration:

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