1. Master Manual: Manage Survey Module & Survey Lifecycle Control
Comprehensive, exhaustive guide covering all options across the 6 management tabs: Details, Settings, Quotas, Resources, Redirects, and Modify/Versions.
Central Operational Hub: The Manage Survey panel serves as the central control room to supervise and administer the entire survey lifecycle. It spans metadata auditing, questionnaire versioning, real-time quota tracking, and third-party sample panel integrations.
The module is divided into 6 specialized administrative tabs:
1. Details Tab & Study Overview#
Purpose: Provides a high-level panoramic view of the compiled questionnaire, preview and distribution URLs, question type distributions, and primary project actions.
Summary of Options & Controls:#
| Control / Option | Type | Operational Scope |
|---|---|---|
| Total Questions | Metric | Consolidated count of active questions identified in the survey. |
| Created At / Last Updated | Audit | Exact timestamps recording project creation and latest modification. |
| Question Types Breakdown | Analytics | Dynamic badge summary showing distribution across question types (Single Choice, Multicode, Matrix, etc.). |
| Public Survey Link | URL | Direct public URL (/survey/[id]) with single-click clipboard copy. |
| Rename Survey | Action | In-place survey title editing with database persistence upon confirmation. |
| Download Original DOCX | Asset | Direct download of the master Word document template. |
| Open Survey Preview | Testing | Launches the survey in a new tab for end-to-end interactive validation. |
| Delete Survey | Destructive | Permanent project removal protected by role permissions (ADMIN, SUPER_ADMIN, RESEARCHER+) and two-step confirmation. |
2. Settings Tab (Thresholds & URL Parameters)#
Purpose: Configures progressive screening tolerances (soft terms) and inbound tracking query parameter keys.
Configuration Parameters:#
| Parameter | Configuration | Survey Runtime Impact |
|---|---|---|
| Soft Term Thresholds | Numeric per Phase | Sets the maximum number of soft termination strikes tolerated per phase (Pre-screener, Screener, Global) before permanent screenout. |
| Dynamic URL Parameters | Comma-Separated List | Query parameter keys accepted from inbound links (e.g. pass, token, uid, pid, rid) for automatic respondent tracking. |
| Save Settings | Action Button | Immediately persists and synchronizes parameters across the survey runtime. |
3. Live Quotas Tab (Quotas & Sample Balancing)#
Purpose: Delivers real-time sample balancing and visual quota management, supporting absolute or percentage-based caps per demographic segment or cross-tabulation rule.
Quota Engine Components & Controls:#
| Component | Operational Function |
|---|---|
| *Target Sample Size (N)* | Sets the overarching complete sample target (e.g. 1,000 completes), automatically recalculating percentage quotas. |
| Real-Time Progress Monitor | Visual fill bars showing current completes versus quota cap (Completes / Cap) with dynamic percentage indicators. |
| Cell Status Indicators | Color-coded status badges: Active (accepting traffic), Paused (temporarily frozen), or Full (100% capacity reached). |
| Rule Builder & Editor | Visual constructor creating expressions over survey answers (answers.S1, answers.Q4) or respondent metadata (respondent.country). |
| Logical Operators | Supports == (equal), != (not equal), >, >=, <, <=, in (in array), and nin (not in array). |
| Cap Types | Choose between Count (fixed number of completes) or Percentage (dynamic share of the target sample size). |
| Pause / Resume | Freezes incoming traffic for a specific demographic cell without deleting rule definitions. |
4. Multimedia Resources Tab (Resources Tab)#
Purpose: Centralized asset repository for visual stimuli, product concept cards, technical architecture diagrams, and downloadable PDF attachments.
Specifications & Tools:#
| Feature | Technical Specification |
|---|---|
| Supported File Formats | Images (.jpg, .jpeg, .png, .gif, .svg, .webp) and Documents (.pdf). |
| File Size Limit | Up to 5 MB per file with instantaneous client validation. |
| Copy URL | Copies direct hosted asset URL for embedding via [RESOURCE: filename.ext] in questionnaires. |
| View File | Launches asset in a dedicated tab for visual quality verification. |
| Delete File | Secure cloud file removal featuring two-step confirmation. |
5. Redirects Tab (Sample Panel Integration)#
Purpose: Coordinates third-party sample provider return links (Dynata, Cint, Prolific, Lucid, PureSpectrum) ensuring respondents return with correct status tracking.
The 3 Critical Return URLs:#
- 1Complete URL (Successful Completion):
- Destination for respondents who successfully reach the end of the questionnaire.
- Example:
https://panel.sampleprovider.com/complete?uid=*TOKEN*
- 1Screenout URL (Disqualification / Terminate):
- Destination for respondents disqualified by screener questions or via
[CLOSE]logic. - Example:
https://panel.sampleprovider.com/terminate?uid=*TOKEN*
- 1Quota Full URL (Sample Cap Reached):
- Destination for qualified respondents whose demographic cell has reached 100% capacity.
- Example:
https://panel.sampleprovider.com/quotafull?uid=*TOKEN*
Integration Utilities:#
- Token Placeholder Presets: Switch seamlessly between standard token formats (
*TOKEN*,{{token}},<token>,[token]) or specify a custom format. - Live Preview URL Simulator: Real-time URL resolver substituting the placeholder with a simulated token (
5d49f5ec-9bba-4b75-a0a2-95d8b7cd3858) to verify query parameters before going live. - Unsaved Changes Shield: Visual banner and modal confirmation protecting against accidental navigation away from unsaved redirect edits.
6. Modify & Version Control Tab (Modify Tab)#
Purpose: Enables structural questionnaire re-crafting and version history rollback without risking loss of captured respondent data.
Version Control Capabilities:#
| Capability | Operational Function |
|---|---|
| Re-crafting (.docx) | Upload a revised Word document with automatic re-parsing, DSL validation, and question structural updates. |
| Template History | Chronological audit trail of all uploaded Word templates (file name, file size in KB, upload timestamp). |
| Activate Version (Rollback) | Instantly roll back the live survey to any previous template version with a single click. |
| Download Version | Direct download of any historical template file stored in the version archive. |
| Delete Version | Clean up obsolete historical template versions following confirmation. |
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