Integrating with a participant panel

Note: You'll need a paid subscription in order to use this feature.

If your participants are being supplied by a participant panel, you'll want to be able to identify that the participants have actually completed the survey correctly. This is generally achieved by passing a unique identifier for each participant generated by the panel into the survey, and then back out again at the end.

Passing an identifying string into your survey

Optimal Workshop survey URLs take the form

https://accountname.optimalworkshop.com/toolname/surveyname

To pass in an identifier from the panel, add the query parameter "token=XXXXX" to the end of the survey URL. So, in the case of a treejack survey, it might look like this:

https://bananacom.optimalworkshop.com/treejack/bananacom-ia-redesign?token=12345

In this case, the 12345 needs to be provided by your panel.

Redirecting back to the panel once the participant has completed

On the "Access" tab of the survey setup page is a text field for entering a post-survey redirect. To insert the token that was passed in at the beginning of the survey, use the text "[ID]" as part of the redirect.

As an example, if you enter this url into the post-survey redirect field:

http://www.example.com?user=[ID]

When your survey is completed, assuming the participant was given the identifier "12345" by the panel, they would be redirected to

http://www.example.com?user=12345

Note that when you preview your survey, this redirect won't appear to work correctly, since the preview doen't create a participant record in our database. To confirm that the redirect works correctly, you'll need to "launch" your survey.

Quota limits

We don't have any way of turning away participants who fit a certain demographic once a certain number of results for that demographic have already been collected.