Adding a Survey to a Router Group

Note: The Survey Router functionality has been deprecated and is no longer available. The content below is for reference only.

Note: To be able to route the respondent to a survey in the routing group the target survey must have been launched as a specific survey type - “Limited survey with external respondent creation”. This is defined in Survey Settings > Web options – “Survey type”. If this setting is not enabled, attempting to route the respondent to this survey will fail reporting that the URL supplied is invalid. Note that it is not mandatory for all surveys in a routing group to have this option enabled; only surveys that are to be considered to be available for routing to. If you have a global screener or a single open entry point, this option Is not required.

1. Go to the Home > Survey Routers menu command.

The Survey Routers page opens.

2. In the Name column, click on the blue link to open the router you wish to work with.
3. Go to the Surveys tab - .



Figure 1 - The Surveys tab

4. Click the Add Survey button in the upper-right corner of the tab.

A Select Survey overlay opens listing all the surveys to which you have access - .



Figure 2 - The Select Survey overlay

5. Select a survey from the list and click Select this survey.

The Details overview for the selected survey is displayed - . Note that if the survey you select is already included in another router group, Authoring will not allow you to add it to the current group.



Figure 3 - The details overview page for the selected survey

• Quota - here you select the quota that is to be used as part of the selection criteria. Note that only one quota can be selected, and once the survey is saved, the quota to be used cannot be changed. If you wish to use a different quota in the survey, you must delete the survey from the group and re-add it. At least one question in this quota must be specified in the list of this survey router's question IDs.

Note that a survey can have only one quota that is associated with the router. The survey can have other quotas, but they will not contribute towards the router. If a survey is registered with a survey router and a quota is specified, but no questions in the quota are specified as Survey router Question IDs, the survey launch will fail.

• Priority - Surveys can be given a priority, where a higher value signifies a higher priority. When the Survey Router is looking to transfer a respondent to a different survey in a group, if a number of surveys in the group have the same selection criteria, then the survey with the highest priority will be selected. If a number of surveys in the group have the same selection criteria and the same priority then one will be selected at random. The priority can be changed at any time. By setting a priority value of 0, the survey is made unavailable for selection for re-routing.
• State - this is the current state of the survey. Any survey can be included in a group as long as it is not already included in another group, but only Active surveys will be considered as potential targets for re-routing. The three possible states are:
• Pending launch - the survey is registered, but changes have been made to the questions or quotas that contribute to the router since the survey was last launched. It is therefore temporarily unavailable for selection, but it will become available as soon as it is re-launched.
• Active - the survey is available and can be considered as a potential "target" if a respondent is to be re-routed.
• Closed - the survey is not considered available for re-routing.
6. Save the changes.

Note that on saving, additional information becomes available on the overlay.