Custom error message when someone not in the participant list uses an anonymous link | XM Community
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Michael_Cooksey
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21 days ago
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Custom error message when someone not in the participant list uses an anonymous link

  • September 10, 2024
  • 4 replies
  • 69 views
M
Level 1 ●
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Hi all - For an upcoming survey we want to use emailed invitations and an anonymous link on our intranet home page.  The survey flow includes a SSO authenticator that associates the respondent with the participant list.  In initial testing it works as expected - participants can use either the unique link from the invitation email or the anonymous link.  They can also start with one and finish with the other, which is great.

Non-participants who successfully authenticate see an error message “this evaluation can no longer be completed” which is confusing.  My question is if that error message can be customized?  I haven’t found an option to do so yet but I’m hoping one of you have, or maybe have an alternative approach.

Thanks!!

Best answer by Matt_Griffin

I’ve run multiple tests and the error message I was looking for is the Authentication Error Text in the authenticator options.  However, it doesn’t appear to work consistently - in some tests a user not in the participant (or respondent = false) list would get that error message but in other tests would continue in the flow.

The blocks for participants need to be nested under the authenticator.  Otherwise, non-respondents would sometimes receive the survey.  That would be fine because a End of Survey block for non-respondents could be set with a custom message.

However, I found an edge case that makes this approach not work for my use case.  If a user not in the participant list (or on the list as respondent = false) clicks the link, they will see the error message and the response.  Nothing would be recorded with the response except latitude and longitude and manually set embedded data, even if the authenticator captured identifying info.  But switching the user to respondent = true and/or deleting that response would not allow the user to later complete the survey, as if the check for if the user was on the participant list would not occur the 2nd time.

 

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4 replies

Aggarwal
Level 4 ●●●●
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  • Aggarwal
  • Level 4 ●●●●
  • 134 replies
  • September 10, 2024

You have an option to edit this message under survey options. 

M
Level 1 ●
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  • Matt_Griffin
  • Author
  • Level 1 ●
  • 6 replies
  • September 11, 2024

Thanks @Aggarwal .  Where in survey options?  I haven’t seen one for non-participants.

Aggarwal
Level 4 ●●●●
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  • Aggarwal
  • Level 4 ●●●●
  • 134 replies
  • September 11, 2024

Ahh, you can try these workarounds

  1. Use a Custom End of Survey Message:

    • If you know that non-participants will always hit a particular point in the survey logic (such as failing the SSO authentication or not being found in the participant list), you could set up a branch in the survey flow that redirects them to a custom "end of survey" message. You can then fully customize this message to something clearer like, "It seems like you are not part of the intended participant group for this survey."

  2. Embedded Data Fields:

    • You might be able to set an embedded data field based on the authentication process. If authentication fails (i.e., the user isn’t found in the participant list), trigger the survey to end with a customized message using the "end of survey" element in the survey flow.
M
Level 1 ●
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  • Matt_Griffin
  • Author
  • Level 1 ●
  • 6 replies
  • Answer
  • September 19, 2024

I’ve run multiple tests and the error message I was looking for is the Authentication Error Text in the authenticator options.  However, it doesn’t appear to work consistently - in some tests a user not in the participant (or respondent = false) list would get that error message but in other tests would continue in the flow.

The blocks for participants need to be nested under the authenticator.  Otherwise, non-respondents would sometimes receive the survey.  That would be fine because a End of Survey block for non-respondents could be set with a custom message.

However, I found an edge case that makes this approach not work for my use case.  If a user not in the participant list (or on the list as respondent = false) clicks the link, they will see the error message and the response.  Nothing would be recorded with the response except latitude and longitude and manually set embedded data, even if the authenticator captured identifying info.  But switching the user to respondent = true and/or deleting that response would not allow the user to later complete the survey, as if the check for if the user was on the participant list would not occur the 2nd time.

 

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