Expimetrics, Inc.

            Creating a Schedule That Participants Can Customize

            Expimetrics provides a personalization option that allows Takers to customize when they can take surveys and receive survey notifications. In other words, they can tweak the existing schedule you have created. This is very helpful in several scenarios:
            1. Participants have different timings for when they would like to receive notifications or take surveys (e.g., different bedtimes, different wakeup times, different work schedules, etc.).
            2. Participants may miss a survey but would like to move the survey to a different time slot and take it later.
            3. Participants may miss a time slot but would still like to provide responses to the survey after it is closed.
            4. You may wish for participants to start the project on a specific day of the week (e.g., Monday).
            Flexible Start Date: For the rolling schedule, you can enable "Flexible Start Date" so that participants can choose when the first day of the project start will be. This is often useful if you are interested in having participants start on a specific day of the week (e.g., Monday).





            Personalizer: The "Personalizer" tab allows a Maker to specify if and how a Taker can change their survey schedule. This option can be found in the "Schedule" process.

            1. Under the "Personalizer" tab, click on the "+" to choose the specific surveys that you would like to enable customization on. 
             



            2. To the right, you should see the survey schedule you put together. Click on the set of surveys you would like to customize. Each day you select will be highlighted and included on the left.

            1. Create a title for this set of surveys.

            2. Click on the checkmark next to "Schedule" when you are done. 



            3. You can choose different options for enabling different types of customizations. These options are:

            Adjust: Allow Takers to adjust the timing of the surveys within the day. Takers cannot change the day for when they take the surveys but can only change the timing within the scheduled day.

            Move: Allow Takers to move the survey to a different day. Takers cannot change the timing of the surveys but can only change the timing to a different day.

            Retake: Allow Takers to retake the survey. Takers can retake the survey only when they have either missed the survey or completed the survey, but they cannot retake the survey if they have yet to take it.

            You can enable one or all of these options. 

            If you enable both "Adjust" and "Move," Takers will be able to both adjust the timing and move the survey to a different day.




            ADJUST

            When you select the option "Adjust," you can choose the time slots participants can adjust the times to within the day by clicking on the "+" button.

            In this example, the morning survey time slots occur from 8:00am to 1:59pm. Participants can now move their time slots any time during the day from 12am to 11:59pm.

            Alternatively, you can also create multiple time slots which then provide multiple time windows that participants can move their surveys to. By implication, they will not able to move the surveys to the timings that you did not specify.



            MOVE

            When you select the option "Move," you can decide on the additional days that participants can move their surveys to. 

            In this example, participants can move surveys to Day 6 and Day 7.




            RETAKE

            When you select the option "Retake," it allows participants to retake a missed or completed survey. This automatically applies to all selected surveys in the set.





             

            Updated: 15 Jul 2019 03:24 AM
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