Activate the Load previous response feature, to prefill all questions with answers from the previous response, when the same respondent takes the survey multiple times. This is a very useful feature if you want to track the respondent's progress overtime.
This guide will teach you:
1. Activate Load previous response feature
While you are in the survey editor, click on the extra options tab, and then scroll down to find the Load previous response feature. Once you select it, toggle the button to activate it.
The first time that the respondent opens the survey, no message will be displayed. However the second time, he will see a banner at the top of the page with the message "Answers have been prefilled with your previous response".
Even though the answers are prefilled, the respondent can select a different answer.
2. Calculate results evolution over time
The setup described below is not mandatory. It is very useful though if you want calculate changes over time. A respondent can take a survey twice and you can calculate the difference in score between the first and second attempt.
2.1 Create an intro field
At your intro screen, create an intro field with a dropdown field, where you will ask the respondent to select if this is the first or second time that he takes the survey.
This is how it will look like when you open the survey.
2.2 Create your questions and assign custom score
For this example we use only 3 text choice questions with 3 answers each, but you can use different question types that support custom score (like number slider), add more questions (and therefore more formulas). Each answer has also custom score.
2.3 Create your formulas
Now it is time to create the formulas that will allow you to calculate the progress over time, based on the custom score of each question. First you need to create 3 formulas and add the custom score variable for each question (*|q1_custom_score|*, *|q2_custom_score|*, *|q3_custom_score|*).
The next step is to create 3 formulas that are using all responses with formula filters. You will add *|f1_avg_result|*, *|f2_avg_result|* and *|f3_avg_result|* as formula values.
Then add 2 filters to each formula. One for the contact UID (*|contact_unique_id|*), to filter only the responses for this contact and one that will filter only the results for the first time that this contact completed the survey.
Don't forget to activate the Include all survey responses in this formula calculation button for the formulas that have filters!
The next 3 formulas will calculate the respondent's progress, so you will subtract the result of the formula X from the result of the formula Y.
So the formula values will be *|f1_result|*-*|f4_result|*, *|f2_result|*-*|f5_result|* and *|f3_result|*-*|f6_result|*.
Now it is time to test if your setup works. You need to add the formula variables at the final screen and collect 2 responses for the same contact UID.
Don't forget to use the survey link with the contact UID in the URL parameters. For example https://s.pointerpro.com/eyrzimdo/?rid=UID_1LjMVJRfc.
This is the first time the respondent takes the survey. Note that the growth is 0, because all formulas at the moment are 1, so *|f3_result|*-*|f6_result|* returns 0.
This is the second time the respondent takes the survey. Note that the result is 3 and it is correct. The first time the formulas result was 1, the second time was 4, so the *|f3_result|*-*|f6_result|* returns 3.
Now that you have tested your formulas and you confirmed that everything is working, you can delete (if you want) the formula variables from the final screen and use them in outcomes. In the outcomes you can add rules to display those formulas only when the respondent takes the survey for the second time.
2.4 Use your formulas in the PDF to display the results
You can use those formulas in charts in your PDF report, to show your respondents their progress through time. You can display the chart only the second time that the respondent downloads the PDF by using widget logic. Here are some examples.
- Pre-fill your Intro fields to save respondents time and get their attention. If you have a field asking for the respondent's name, use a URL parameter to pre-fill this field if you already know their name and simply ask respondents to check the spelling, rather than making them enter data unnecessarily.
- The email templates feature allows you to send emails to your respondents based on their selected answers or a quiz/survey score. This is a great way to keep your respondents engaged! Email templates are so useful because each email can be customized according to each respondent's answers or score using editor variables.
- Multiple outcomes feature allows you to show to your respondents a final screen with multiple different results based on their answers or other criteria you have specified. This is a very useful feature that can you can use to show multiple messages at your quiz results and to categorize, and personalize your last page.