Using Authenticator for Some Users and Not Others

Do your North American Team members have a specific IP address (taking survey on a VPN)? If so, you could potentially pull it in as embedded data then use display logic in the questions to only ask for the employee IDs for North American Team members that match the range of IP addresses? 

​@Stattar,

You could use an authenticator for the sole purpose of populating data from the contact list. Something like:

If Location Equal to North America
  Authenticator
    Set Embedded Data (embedded data fields from Contact list)
  If Employee ID Is Empty
    End of Survey
...the rest of the survey...

Hi Stattar!

I have a more typed out explanation that Qualtrics will not seem to upload (there are screen grabs, so that may be causing it to upload slowly). I built out a example to illustrate my response, but I’m getting the same issue you’re reporting (no authenticator fields showing in the survey) -- to be honest, that may be something worth escalating to Qualtrics Support since I have live surveys that utilize these same methods, and I am not encountering the issue with those. 

Here’s my response without screen grabs (sorry, I’ll try to send those again):

1. First you'll want to have branching logic in your survey flow so that people who select North America as their location are branched to the authenticator.

2. Then you'll want to select your authentication type. Here I selected Contact which works off of Qualtrics-based contact lists. (if you choose SSO, you'll want to work with your tech department to assist with access/configuration selections). Once I pick Contact, I can select a specific contact list from my Library (or other group libraries for which I have access). You'll want to have a list of North America employees stored as a contact list in Qualtrics -- importantly, you should map the EmployeeID to the External Data Reference field when you import the list.

3. Once you've selected your list, then you can pick which fields from that list will show up for the Authenticator. Unfortunately, those are only limited to what you see here (name, email, external data reference). This is why you should have EmployeeID mapped to External Data Reference! Then you can rename the field as "ID#" or "EmployeeID" in the box to the right of the field selection - this is how the field will display to employees when they reach the Authenticator screen in the survey.

4. You can also add an Embedded Data element (green box) below the Authenticator in the survey flow if you want to pull in any contact list fields into the survey. If you select Add From Contacts, you can pick your contact list then select specific fields that are in that list, OR you can just manually type them out (but they're case sensitive and must match the field name exactly in order to pull in the data). I added some random fields here to illustrate what it would look like if I wanted Favorite Color, Supervisor Last Name, and Years of Service associated with the employee's responses.

5. Lastly, you can change the Authenticator prompt text by selecting Options within the blue Authenticator box in the survey flow. From there you can change the prompt text from the default "Please log in." to something more specific to your needs. This message can also be saved and managed in your Library.

Hi ​@JonesE ,

Thank you so much for your detailed response! I actually sent you a private message regarding this since I saw you ask a similar question a while ago.

Quick follow-up question: how are you able to select Contact as your Authentication type? I only have the options of SSO and UniqueID.

Thank you!

I saw, but it wouldn’t let me send you the screen grabs there either! 

That’s odd that you have UniqueID as an Authentication type -- I thought that there were only two options, per the support page (Contact or SSO). You’re referencing the dropdown indicated by #6 in the below image, correct?