Combining two surveys for report creation

Step 1: Create Survey1

1. Create Survey1: Design your first survey (Survey1) with questions for Person A. Make sure to include an embedded data field where you'll store the unique identifier (e.g., email or participant ID) of Person A.

2. Set up Email Trigger: In Qualtrics, you can  go to workflow and use start event when responses is created or updated  and in the task select send an email  notification. 

Step 2: Create Survey2

1. Create Survey2: Design your second survey (Survey2) with questions for Person B. Make sure to include an embedded data field where you'll store the unique identifier of Person A.

2. Set up Embedded Data: In Survey2, create an embedded data field to capture the identifier of Person A from the link that Person B receives. This will allow you to link responses from Survey2 back to Survey1.

Step 3: Linking Responses

1. Pass Data from Survey1 to Survey2: When you send the email invitation to Person B in Step 1, include the unique identifier of Person A as a parameter in the Survey2 link. For example, the link might look like this: https://xxx.com/Survey2?personAID=123.

2. Capture Embedded Data in Survey2: In Survey2, use the "URL Variable" feature to capture the personAID parameter from the link and store it in your embedded data field.

Step 4: Reports

1. Generate Individualized Reports: After both Person A and Person B have completed their respective surveys, you can generate individualized reports for each Person A using Qualtrics' reporting features.

   • Go to the "Reports" section in Qualtrics.
   • Create a report template that includes data from both Survey1 and Survey2 using the embedded data fields.

2. Filter by Identifier: In your report, use the embedded data field (e.g., personAID) to filter and group responses by Person A's identifier.

Thank you for the detailed instructions. Everything makes sense, but I am not sure how to create the embedded data filed in Survey2 using the email identifier of Person A since that email identifier is back in Survey1? 

Great Explanation - @Gaurav_27

@MeriS - can you explain your usecase a bit more, what are the 2 surveys you require. 

Is the scenario like: Person A is asked few questions and post answering those questions, person B gets some additional questions based on Person A responses? If yes, then we might achieve all in same survey using Same Survey itself which will help in creating reports easily too.

I was able to create the two surveys and properly link them. Now I have data in two places. How do I get the survey answers from Survey2 back into Survey1?

This will be used to combine patient-inputted data about symptoms (approx 100 questions) to doctor-inputted lab values (approx 10 questions) together into individualized reports. 

Hello @MeriS ,

A similar query was asked on community long back - refer to the link here. I believe you might get your answer.

Thanks

1. In Survey2, go to the Survey Flow and add an Embedded Data element before the first question block.
2. In the Embedded Data element, type in the name of the field where you want to store the email identifier of Person A. For example, you can name it “personAEmail”.
3. Under “Value will be set from Panel or URL”, click on “Set a value now”.
4. In the pop-up window, select “URL Variable” from the drop-down menu.
5. In the text box, type in the name of the parameter that you used to pass the email identifier of Person A from Survey1 to Survey2. For example, if your Survey2 link looks like this: https://xxx.com/Survey2?personAEmail=abc@xyz.com, then you need to type in “personAEmail”.
6. Click on “Save” and then “Apply”.

This will create an embedded data field in Survey2 that captures the email identifier of Person A from the link that Person B receives. You can use this field to link responses from Survey2 back to Survey1.