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Answers PDF: Retrieve answers from participant

Difficulty level: Difficult

What does the functionality do?

In order for a survey participant to view his/her provided answers at the end of the questionnaire, a PDF download procedure should be set up.

Note: It is programmed in such a way that a participant does not have to activate his/her survey again to download a PDF with answers.

Use case and how to set it up?

The procedure is as follows:

  • Click on the Thank you page at the very bottom of your survey.
  • Position the cursor in the text box (on the right) under Thank you page.
  • Click the Rich text editor… link.
  • Position the cursor at the position where you want to insert a PDF link.
  • Click on the Placeholder icon (see below).
  • Enter the value PDF in the search field.
  • Click the {{survey.answers_pdf}} link below to include the Download PDF link in the text box.
  • Click the Save changes button in the Rich text editor.

When a participant fills out the survey, the answers he/she provided can be downloaded directly at the end. He/She should just click on the Download PDF button; this button appears at the end of the survey.

Note: This procedure must be carried out for each language from the corresponding survey.

Send answers via e-mail

If you want to send the answers provided by a participant to him/her via an e-mail message, you should include a Send e-mail element in the survey at the end of the questionnaire in which you can include a PDF download link. Again, this refers to the {{survey.answers_pdf}} link, which can be inserted into the survey in the same way as described above.

Once a participant has filled out all survey questions, an e-mail is automatically sent to his/her e-mail address specified in the sample (member.Email). After this participant has opened the corresponding e-mail, he/she only has to click on the Download PDF button to view his/her supplied answers.

View survey questions in advance

In order to allow a participant to preview the questions raised in a survey, a PDF download procedure must be set up as well. For this, you will have a slightly different link: {{survey.answers_pdf_all}}. This link can be included in a text block at the beginning of a survey.

Note: Using this placeholder, at the beginning of the survey, only all questions (without obviously answers) will be shown to which no filters have been applied. If you have created a questionnaire with, say, 10 questions without conditions, all 10 questions will be shown. The program is not familiar with any configured conditions. Questions that are or are not asked based on any given answer, will therefore not be shown.

The procedure is as follows:

  • Include a text block at the beginning of the survey.
  • Insert the desired text into the text block, e.g. Click on the link below if you want to get an idea in advance about the questions you can expect during this survey.
  • Click the Rich text editor… link.
  • Position the cursor at the position where you want to insert a PDF link.
  • Click on the Placeholder icon (see below).
  • Enter the value PDF in the search field.
  • Click the {{survey.answers_pdf_all}} link below to include the Download PDF link in the text box.
  • Click the Save changes button in the Rich text editor.

If a participant wants to be informed in advance about which questions will be raised in the survey, he/she can download a PDF file containing all questions right at the beginning of this survey. For this, he/she only needs to click on the Download PDF button.

Note: This procedure must be carried out for each language from the corresponding survey.

Show all questions incl. filtered questions

In order to allow a participant to retrieve a summary of ALL questions, i.e. including those for which they might be filtered out, you can use the following procedure:

  • Export the survey to PDF format (Build page).
  • Upload the PDF to your own workspace in the Files and media menu (see under Library). It is also the workspace for which this procedure is applied.
  • Go to the relevant survey and include a text block at its beginning.
  • Select the RTF editor to access the RTE window.
  • Click the Upload Manager icon.
  • Select the Documents directory of the workspace to which you have imported the PDF file.
  • Click the desired PDF file for it to be marked with a tick.
  • Click the Select button to return to the RTE window. The selected document has been inserted at the indicated position.

By default, a link is now included in the text block (see red arrow). If a participant clicks this link at the beginning of the survey, he/she will see all questions, including those he/she would not have to answer owing to a specific filter condition.

To ensure that the PDF is displayed in a different tab from the one of the launched survey, you can do the following:

  • Click once in the RTE window for a horizontal bar with 4 icons to appear below the document link.
  • Click the Edit Link icon to display the window below.
  • Insert a tick next to the Open in new tab setting.
  • Click the Update button to return to the RTE window.
  • Click the green Save changes button in the RTE window to save the data you have entered.

Updated on February 7, 2023
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