How to Create a Custom Phone Survey

Phone surveys are more intrusive than watch surveys. However, they allow to ask longer questions and provide a wider range of response options.

We have used phone surveys for End of Week Surveys and End of Day Surveys.

In Cozie, it is possible to create a custom phone survey. A link to any web survey can be entered in the Backend tab. Once, the URL is provided, the phone survey can be opened by pressing the Phone Survey button at the bottom of the Data tab.

Most online survey providers allow you to pre-fill fields. We recommend to pre-fill the information for the participant ID and experiment ID.

How to create a pre-filled Google Forms survey

1. Create a new survey using Google Forms. We recommend asking for the experiment ID and participant ID in the first two questions. Once, your survey is complete, navigate to the menu with the three dots.

2. In that menu, select Get pre-filled link

3. Fill out the values for the experiment ID and participant id. In this example, alpha is the experiment ID and alpha01 is the participant ID. Then press the button labelled Get link.

4. You should now have a link similar to this one https://docs.google.com/forms /d/e/1FAIpQLScEuqlYHOQyM0duWX96auVxqEwSYlRmx3ymAN_leyGcz6idlQ/viewform?usp=pp_url &entry.1137805192=alpha&entry.1075788715=alpha01.

How to create a pre-filled link for all participants

From the example link above, the important part is at the end: &entry.1137805192=alpha&entry.1075788715=alpha01. You can see that the URL parameter entry.1137805192 is for the experiment ID and the URL parameter entry.1075788715 is for the participant ID.

So, you can manually create a phone survey link for all other participants. For example the phone survey link for participant ID alpha02 would be https:// docs.google.com/forms/d/e/1FAIpQLScEuqlYHOQyM0duWX96auVxqEwSYlRmx3ymAN_leyGcz6idlQ/ viewform?usp=pp_url&entry.1137805192=alpha&entry.1075788715=alpha02

How to create a pre-filled Qualtrics survey

There are two ways to create a pre-filled link using Qualtrics. Firstly, fields with the experiment ID and participant ID. Alternatively, the experiment ID and participant ID can be embedded without a field in survey. The former allows to share the survey outside of the app the the IDs can be adjusted in the survey. The latter doesn't allow to IDs in the surveys.

Embed IDs with fields

1. Create a new survey using Qualtrics. We recommend asking for the experiment ID and participant ID in the first two questions. Once, your survey is complete, click into the text field of the the experiment ID question, followed by a click on 'Default choices' in the left hand side menu.

2. In the pop-up menu, press on the drop down menu, select 'Embedded Data Field' and enter 'id_experiment'. Press 'Insert'. Then press 'Save'. You should now see that the text '${e://Field/id_experiment}' was entered into the text field of the experiment ID question. Repeat this step for the participant ID.

3. You can now publish the survey.

4. You should now have a link similar to this one https://nus.syd1.qualtrics.com/jfe/form/SV_3vG17UqIi70Why6. You can now add the participant ID and experiment ID as URL parameters to the URL by adding ?id_experiment=alpha&id_participant=alpha01 to the URL: https://nus.syd1.qualtrics.com/jfe/form/SV_3vG17UqIi70Why6?id_experiment=alpha&id_participant=alpha03. This example will prefill the experiment ID field with alpha and the participant ID with alpha01.

Embed IDs without fields

1. Create a new survey using Qualtrics. Once, your survey is complete, click on the 'Survey flow' icon on the left-hand side

2. Click on 'Add a New Element Here'

3. Click on 'Embedded Data'

4. Click on 'Create New Field or Choose From Dropdown...'

5. Enter id_experiment into the field.
   Press 'Add a New Field' and repeat for id_participant.
   Then press 'Apply'.

6. You can now go back to the 'Builder' and press 'Publish'

7. You should now have a link similar to this one https://nus.syd1.qualtrics.com/jfe/form/SV_3yYS4EmC3Y6HrQa. You can now add the participant ID and experiment ID as URL parameters to the URL by adding ?id_experiment=alpha&id_participant=alpha01 to the URL: https://nus.syd1.qualtrics.com/jfe/form/SV_3yYS4EmC3Y6HrQa?id_experiment=alpha&id_participant=alpha03. This example will embed the experiment ID alpha and the participant ID alpha01 in the survey response.

How to load the phone survey into the Cozie app

1. Open the Cozie app and go to the Backend tab.

2. Add the URL to the phone survey in the input field labelled Phone Survey Link.  

3. Go to the Data tab and press the Phone survey button to verify that the phone survey works as expected.    

Remarks

We recommend to automate the above process by taking advantage of the onboarding with a QR code. This allows you to automatically adapt the participant ID and experiment ID in the URL of the phone survey.