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Sending members to surveys and forms

Dana Lewis edited this page Jul 30, 2019 · 6 revisions

When a member joins and authorizes an On-site project, you can optionally send them to a URL of your choosing.

Also, projects can send messages to members (received as emails), and these can include URLs. (Note: to send messages, your project must include this as one of the requested permissions.)

This URL can be a link to a form or survey. The URL can also contain their Project Member ID, allowing you to match survey and form information to the corresponding Open Humans member.

Creating URLs with Project Member IDs

In the post-sharing URL

An on-site project can send users to a URL after they join and authorize the project. If this URL includes "PROJECT_MEMBER_ID" within it, this will be replaced that with the member's Project Member ID. For example:

http://www.example.com/?id=PROJECT_MEMBER_ID

In messages

If authorized, your project can send messages through Open Humans (members receive these as emails). If your message includes {{ PROJECT_MEMBER_ID }} within it, this will be replaced with the member's Project Member ID. This enables you to include it in a URL, for example:

Thanks for joining our project!

We have a follow-up survey we'd like you to complete:

  http://www.example.com/?id={{ PROJECT_MEMBER_ID }}


Sincerely,

Our Project

Capturing the ID in your custom URL

Google Forms: pre-populated form answer

If you're using Google Forms, you can include the project member ID as a "pre-populated form answer".

Because the field will be visible to the user, it's a good idea to explain it. For example, you might write: "This is automatically filled -- please don't change it! It will connect your survey responses to data shared via Open Humans."

Qualtrics: embedded data

If you're using Qualtrics, you can include the project member ID as "embedded data".

REDCap: pre-populated form answer

You can similarly do this in REDCap, creating the first field of your survey to be a fieldname (e.g. "projectmemberid") and then appending "&projectmemberid={{PROJECT_MEMBER_ID}}" in your URL that is sent via the OpenHumans messaging system to autopopulate the ID into the URL and thus the first survey field. (See more examples under the 'Surveys: How to pre-fill survey questions' section here)