Advanced Question: Passcode

This article will show you how to add a passcode question.


Background

In some instances you may need to have a respondent enter their passcode manually. This can be used for a variety of reasons but below is a common list of uses:

  • Mailing out invites with a generic link for everyone and you provide a unique passcode for each person to type in
  • Surveys are being done on the same device on site and each person will have a unique passcode to type in. Examples: Mall Intercepts, CLTs (Central Location Tests)
  • Provided digital fingerprinting is not enabled, this question type now has the ability to resume should the same passcode be entered and the survey has not become either a term or complete. 

Adding a Passcode Question

  1. If you have not created a question before, please see the following article before you begin 
    1. How to add a Question
  2. The 'New Question' box will then appear
    1. Edit the question number if necessary. 
    2. Select 'Advanced' from the Question menu
    3. Select 'Passcode' 
    4. Click 'Create'

Using a Passcode question

Now that you have created your passcode question, its now time to set it up

  1. Type in your text as needed
    1. Question Text
    2. Instructions (if needed)
    3. Response Label (defaults to 'Type Something') - this is the text that will appear next to the passcode box if you wish to use i
  2. In the 'PASSCODES' section...
    1. Click on the dropdown menu next to 'SELECTED LOOKUP FILE'
    2. You will see a list of the available lookup files that you can select from OR (for this this example) you can select 'ADD" to upload one now.

    3. A new window will pop up where you can name your lookup file. It will default to your question number and the word 'passcodes' but you can change it as needed. 
    4. Choose the lookup file from the dropdown list now:

    5. Now you can upload your passcodes file. 
      1. **NOTE**: The passcode file must be in .csv format to work
      2. Click on 'SELECT' to browse for your file
      3. You will see the file appear in the list. If your file has a header row, then check the box, if it does not, leave it as is.
      4. Click on 'UPLOAD'
    6. Your file has now been updated and you will see:
      1. 'SELECTED FILE LOOKUP' now has your lookup file name (converted to all caps)
      2. 'LOOKUP PASSCODE COLUMN' now has the value of the column header (if you had one). It will read 'COLUMN 1' if you did not have on
    7. You will notice you now have the following next to the 'LOOKUP FILE '
      1. 'Download File':  allows you to download the file to review. It has an additional column to tell you if it has been used or not. 
        • NOTE: If you switch a person to test to re-invite for any reason, it will still be a Y'
      2. 'x' - Allows you to delete the lookup and start over
      3. 'Upload file' - allows you to append more passcodes to the lookup


Overall Settings Options

Below are some overall settings that you can utilize as needed.

To access the overall settings:

  1. Click on the Gear Icon on the top right of your question card. 
    1. 'POPULATE FROM URL' - If you wanted to pass in the passcode from the survey link, you can. Decide what you want it to be called and enter it in the 'PARAMETER'. You will need to test this to ensure that it is fully functioning.
    2. 'RESPONSE LABEL POSITION' - This refers to the location of the text next to the passcode box (optional). Just select the position you wish to use from the dropdown

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