Advanced Question: Personally Identifiable Information (PII)

This article will help you setup a Personally Identifiable Information (PII) question. 


Background

The 'Personally Identifiable Information (PII)' question type is used specifically when asking respondents for information such as name, address, email and phone. Though it works the same as a 'Text' question, the use of this question type will restrict the availability of this information in order to safeguard respondents contact information. 

Data captured by the PII question can only be viewed via the raw data files. It cannot be exported via API call to Validate Data, MarketSight, or any other reporting mechanism

Adding the 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 'Personally Identifiable Information (PII)' 
    4. Click 'Create'

Customizing the Question 

Now that your question has been created, its time to customize it. 

  1. Add your question text as needed
  2. Add your 'Responses' as needed. 

Response Level Validations

You can also utilize the 'Input Pattern Validations'. There are a number of built in presets for the more common items such as phone number, email and zip code. You can also create custom ones as needed.  

  1. As an example, click on the gear icon next to the 'Phone Number' response. 
  2. The specific settings for that row will appear on the right. Toggle ON the 'Input Pattern'
  3. The options will then appear below the toggle
  4. You have 2 options:
    1. The default is 'CUSTOM'. This will allow you to type in your own regular expression in the 'pattern' field bellow the dropdown
    2. If you click on the drop-down, you will a list of all the built in items available to you

      • As an example, below the 'Phone Number' is selected 
      • The preset pattern will then appear in the 'pattern' field
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us