How to Use the New Carry Forward Feature for an Enhanced Survey Experience

How to Use the New Carry Forward Feature for an Enhanced Survey Experience

As the heart of any survey, the questionnaire must be contrived carefully so that you receive the responses most necessary for your survey research. Creating the questions themselves can be difficult, especially if you choose to create question paths. 

Pollfish is thus thrilled to present a new feature to make building the questions a much easier task: Carry Forward. This new attribute provides advanced piping capabilities to optimize your questionnaire experience. 

The Purpose of the Carry Forward Feature

As a refresher, piping is a functionality that allows users to place, aka, “pipe,” a part of a question or answer into a subsequent question or answer. 

In the Pollfish platform, piping works by taking the answer(s) from the sender question and inserting them to the receiver question. 

In the first piping iteration, researchers were able to funnel answer choices from one question to another based on respondents’ selections. The following question would carry forward answers from previously piped answers. 

The new Carry Forward feature carries (no pun intended) the function of enriching the question-building experience, as it allows you to pipe questions on more question and answer types, along with other capabilities.

This new feature helps researchers design specific questions that are more relevant to the respondent’s behavior, and more useful to their research

It functions on both selected and unselected answers. It also can be used with:

  • Matrix questions
  • Ranking questions
  • Single selection questions
  • Multiple selection questions

Laying Out the Carry Forward Capabilities

Multiple Selection Questions

Along with carrying forward selected answers, this feature allows researchers to carry forward all the answers that the respondent did not select. 

In the case of a multiple selection question, for example, the feature can carry forward the unselected answers into the receiver question. 

Due to this, when a responder selects all the answers and proceeds, there will be no answer to carry forward, as there are no remaining unselected answers. For this precise reason, the Pollfish platform has developed a validation which exists as a dialogue box. 

This pop-up allows the researcher to know that the Carry Forward feature cannot support this case, as it only works if at least one answer is unselected. This is due to the condition that unselected answers cannot be carried forward if all the answers have been selected.

Advanced Logic

This can be used in tandem with advanced logic, allowing you to augment your survey with multiple layers. 

Enabling advanced logic (ADL) can trigger questions without forwarded answers. For example, when Carry Forward is enabled but a respondent skipped the sender question, the respondent will then be routed to a question without Carry Forward answers

Pollfish has also added front end validation that disables the researchers from proceeding with the previous structure. 

Sender questions with either the “None of the above” or “Other” option must be structured correctly, that is, with multiple selection questions. If these aren’t added to the proper question, there will be pop-up error messages.

Carry Forward Answers that Contain Media

If the Carry Forward answer type is the same or similar to the source (question) type, such as: 

  • single to single, 
  • multiple to multiple, 
  • single to multiple, etc.,

then the platform will carry forward the media files together with the answers.

In other cases, such as different types between sender & receiver questions, there are certain conditions and rules that dictate how Carry Forward will work.

How to maneuver Carry Forward answers which contain media:

  • If the Carry Forward answer type is the same or similar (single, multiple) to the source type ? the media will be carried forward.
  • If the Carry Forward answer type doesn’t support media then:
    • The text will be carried forward if the source answer contains both text and media. 
    • Carry Forward will not be supported if the source answer contains only media. 

How to Add Carry Forward to Your Questionnaire

In order to add the Carry Forward feature, you’ll need to enter the questionnaire portion of the survey first (after completing the audience section). You’ll also need to have your questions and answers in mind. 

You can add Carry Forward when you begin the questionnaire, as you’ll need at least two questions to use this feature, the sender and receiver question. You can also implement it to an existing questionnaire. 

  1. Find the Carry Forward option at the left panel of the questionnaire.
  2. Find a sender and a receiver question you wish to apply the CF feature to. This can be in any order. For example, you can use Question 1 as the sender question and Question 2 as the receiver question. 
  3. Enable this via the receiver question and select “Carry Forward” and then the selected or unselected answers from a previous question (the sender question). 

What Carry Forward Supports Vs. What It Does Not Support

There are certain conditions that need to be met in order to apply the Carry Forward function. There are certain circumstances in which your questions will not be able to implement Carry Forward. 

What it supports:

  1. Carry Forward can be used with single/ multiple/ ranking/ matrix questions when they are designed as receiver questions.
    1. When you carry forward a matrix question, there’s an additional option to narrow the choices based on selected columns, unselected columns, rows for selected columns, rows for unselected columns, and columns for specific rows.
  2. It is supported by single, multiple, open-ended, numeric, ranking, matrix, slider and OE when they are set up as sender questions.
  3. The researcher can carry forward all the questions that the respondent didn’t select. 
  4. There is simultaneous support of advanced logic and Carry Forward.
  5. It supports Order/ Shuffle answers for funneling questions. 

What it doesn’t support:

  1. Carry Forward cannot be used with description questions, Net Promoter Score (NPS) surveys and visual ratings surveys.
  2. It does not support screening questions and therefore cannot be used in them.
  3. It does not support the option of “Group and Randomize.”

Note: Closing off, you should know that responses that are carried forward will be treated the same as other answer choices on the results page.

We suggest you preview your survey design before submitting the survey itself. Try it out!


Incorporating Multiple Audiences into Your Survey

Incorporating Multiple Audiences into Your Survey

Have you ever needed to create multiple audiences under one sampling pool for your survey research? Now you can, with the new Multiple Audience feature in the Pollfish dashboard. 

This feature creates a hyper-targeted audience landscape, allowing you to select various demographics, mobile usage and geolocation criteria — for multiple audience groups. Previously, the platform allowed researchers to select these criteria, but for one audience group only. 

The Purpose of the Multiple Audience Feature

With this new feature, you will be able to create separate audiences in one survey and achieve any targeting combination you desire

Essentially, the feature allows you to apply quotas within the quotas and conditions within conditions. You can also use minimum quotas, in which only a percentage of an audience gets assigned a quota (which you select), while the rest does not and will therefore receive random response types.

This will allow you to achieve a hyper-granular approach to targeting your sampling pool, aka, the survey respondent audience. 

Laying Out the Components of the Multiples Audience Feature

The feature includes separate audience blocks that can be customized as you so choose. Each block represents an audience group, i.e., Audience 1, Audience 2, etc. There is no limit to the number of audience blocks you can create, so long as they don’t exceed the total amount of survey completes.  

The blocks also present a wide variety of audience category selections. As with the previous single-audience capability, this one allows you to create quotas for each type of demographic, geolocation and mobile usage selection, along with a maximum of 3 screening questions. This is known as layered demographics conditions, which are also called interlocking quotas. 

Prior to the update, researchers were able to apply separate quotas to each targeting variable (non-interlocking quotas, or overlapping quotas). For example: in a sample pool of 1,000 respondents, the requirements may be: 500 (50%) men and 500 (50%) women, 500 (50%) young people and 500 (50%) older people. In this instance of non-interlocking quotas, you risk a pool of 500 young men and 500 older women.

Interlocking quotas can avoid this, in which a quota is defined by more than one variable. The interlocking percentage involves multiple variables, for example, household income, gender and age. 

In reference to the aforesaid example, you can define a target size for each combination of variables. That means you can mandate 250 young men (50% x 50%) 250 young women, 250 older men and 250 older women. This assures that not only will you get respondents of every variable, but that they are collected evenly (if you so choose with your assigned quotas). 

Each audience, regardless of how different will have the same language, as they are each part of one survey, i.e., one sampling pool. 

The Pollfish platform will calculate the CPI and feasibility of the survey by taking into account all the conditions of each audience. 

How to Create Multiple Audiences

To create multiple audiences and use their various features, follow these steps. Keep in mind that, while they give complete direction in using all the new feature’s functionalities, your survey may go in a different direction. As such, you may not have to follow all the steps enumerated below if you don’t need certain functions and additions.

  1. Create a new survey.
    1. You will be taken to the “audience” interface.
  2. Begin by choosing the number of completes — the maximum number of respondents in the first audience. 
    1. The total completes on the top left will reflect how much completes you have by adding up the completes in each audience block.
  3. Start with the age and gender criteria. Select the subcategories your survey is targeting. Add quotas to each subcategory (male or female, or within the age ranges).
  4. Next, move onto the screening questions portion and add three questions that pertain most to your survey (a maximum of 3 per survey, meaning a maximum of 3 no matter how many audiences you add).
  5. Decide which criteria to use for this particular audience, as you can choose various subcategories under demographics, geolocation, mobile usage and even advertising ID.
    1. By enabling this criterion, all responses of the survey will be accompanied by the respondent’s advertising ID (in an Excel sheet export).
  6. Once you decide which criteria to use, apply quotas. You may add more or less completes to Audience 1, just make sure you don’t use up the total completes.
  7. After setting up your first audience, click on the + icon on the bottom of the Audience 1 block. 
    1. This will open up a new audience group, aka, block.
  8. Follow steps 2-6 for your next audience selections.
    1. Follow step 7 should you wish to add more audiences.
  9. Review the entire audience section. Check the total completes to ensure you’re going to enlist the correct amount or respondents in the platform.
    1. Also, make sure the audience blocks are all feasible. 
    2. If a block is not feasible, adjust the targeting design of the audience related to a ''not feasible''  estimation to make it feasible. You can expand the targeting, remove quotas or filters.
  10. You’re all set with Multiple Audiences and the audience section at large; you can now move on to the questionnaire. 

This new feature will allow you to hyper-target your survey to befit a wide variety of segments in your target market, or any of your subject of interest.