Piping & Masking within QuickSurveys

For those of you new to the terminology, piping is used to transfer data between a source question and a target question, where selected answers in the source question will be added to the question text of the target question

Masking is then used to transfer data between a source question and a target question, where selected answers in the source question will be added as answer options in the target question.

So why are these features important? They offer more ways to customize the survey experience for your respondents! It makes it easy for respondents to answer follow-up questions based on answer selections they’ve made by reminding them of what those answers were. This way, only relevant information is displayed. 

How to add Piping:

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Step 1: Start by opening the page of your survey that contains the question you want to add the piping to, and click the pencil (edit) icon in the top right corner. (NOTE: You cannot add piping to the first page of a survey.)  

Step 2: Once the edit view is open, click ADD PIPE/MASK on the right-hand side under Options to open the feature window.  

Step 3: Next, select the page containing the question you want to pipe answer(s) from, then select the questionIn the example below, page 2 is opened and page 1, question 1 is selected to pipe answers from.  

Step 4: Under Select the connection type, click piping. Once piping is selected, use the text field to insert {pipe} where the answer(s) from your previous source question will be piped into the target question. (shown above) 

Step 5: Once {pipe} is added in its place within the question text, click the Add button to commit the function. 

Step 6: With the pipe/mask window now closed, click the Save option in the lower-right corner of the screen. 

Step 7: Make sure to preview your survey to ensure your pipe is working correctly.

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How to add Masking:

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Step 1: Start by opening the page of your survey that contains the question you want to add the masking to, and click the pencil (edit) icon in the top right corner. (NOTE: You cannot add piping to the first page of a survey.)  

Step 2: Once the edit view is open, click ADD PIPE/MASK on the right-hand side under Options to open the feature’s window. 

Step 3: Next, select the page containing the question you want answer selections  to be masked in to, then select the questionIn the example below, page 3 is open and page 1, question 1 are selected.  

Step 4:  Under Select the connection type, click masking and click the Update button to commit the function. 

Step 5: With the pipe/mask window now closed, you’ll now notice the answers from the source question listed in dark grey. This shows that only applicable answer selections will be masked into this question. Click the Save option in the lower-right corner of the screen.  

Step 6: Make sure to preview your survey to ensure your pipe is working correctly. 

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1 thought on “Piping & Masking within QuickSurveys”

  1. Pingback: Premium Features in QuickSurveys – Toluna Resources

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