Toluna Resources

Using Reverse Masking

Helpful posts:

For those new to the terminology, piping is used to transfer answers 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 questionMasking is then used to transfer answers 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. Refer to this post if you need more basics on piping and masking.

Reverse masking will carry forward answers that are NOT selected in a question to then appear as the answers in a subsequent question. In this post, we will show you how to use the reverse masking function.

When would I use this? Reverse masking is a great way to gather more metrics on choices that were not selected. A common application would be for a “Brand Awareness” question – If you ask in the first question “Which of these brands have you purchased in the past 6 months”, the respondent may choose 3 out of 6 choices. For the 3 choices the respondent DID NOT choose, you can use reverse masking to mask those answers into a subsequent question asking “Thinking of the brands you have not purchased in the past 6 months, which of these brands have you heard of?”. For this example, you can then gather data on respondents that have purchased and have no purchased but recognize certain brands, as well as gather information on which brands are not as recognizable.

Here is how you would program this in QuickSurveys:

Enter Question 1 and then Question 2 on different pages.

On Question 2, go to the Piping and Masking feature.


Click on ‘REVERSE MASKING’. Select Question 1.

Now answers that are NOT selected in Question 1 will automatically pipe into Question 2.

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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:

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:

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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Filter Logic in QuickSurveys

Using filters in your survey not only provides a better experience for the respondent but also produces better and accurate information for your data.

When it comes to creating filters and conditions for those filters, the terminology can get a little confusing. You’ll see the words “checked, not checked, and, or.”  When reading the logic aloud it sounds grammatically incorrect which making this process a little confusing. This post exists to set the record straight.

Hover Messages for Filter Logic

CHECKED:  If the respondent selects these answers in the survey, then…

NOT CHECKED:  If the respondent does not select these answers, then…

OR:  If any of the answers ticked are / aren’t selected by the respondent, then…

AND:  If any of the answers ticked together are / aren’t selected by the respondent, then…

EXPLANATIONS AND EXAMPLES OF LOGIC

“Checked” Options

CHECKED / AND:  If all answers checked are selected by the respondent, the respondent will screen out.  In this example, if Action, or only Adventure are checked, will also screen out. If Crime is selected, then the respondent will continue.

CHECKED / OR:  If any of the checked answers are selected in the survey, the logic will trigger.  In this example, if Crime is selected and not Action and not Adventure, the respondent will be allowed to continue.

CHECKED:  If the checked answers are checked, then the action will trigger. In the below scenario, if “No” is selected by respondents in the live survey, they will screen out.

Not Checked Options

NOT CHECKED / OR:  If any of the checked answers are not selected in the survey, then the logic will trigger.  In this example, if either Action or Adventure were not selected, the screen out logic will trigger.  The only way to continue is to have BOTH Action and Adventure selected.

NOT CHECKED / AND:  If neither Action nor Adventure are checked in the survey the respondent will screen out.  Alternatively, if only Action, or only Adventure were selected by the respondent, the respondent will continue with the survey.

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4 important things to know about setting Skip Logic

Skip or filter logic is a powerful aspect of survey construction. When done properly, you can expertly guide the right type of respondents to the questions you need those specific people to answer, and no one else. In addition, skip logic makes the survey shorter for the respondent, resulting in better data quality.

When done improperly, skip logic can quickly ruin your entire survey through any number of ways, including accidentally filtering the wrong demographics, or having respondents skipping important questions.

To prevent this, we suggest 4 things to remember when setting up Skip Logic.

To prevent this, we suggest 4 things to remember when setting up Skip Logic.

1. Be organized. Logic can get confusing if you aren’t organized. Be sure to click the gear icon on the top right of the Build screen to visualize your logic.

 

2. Overlap. Make sure that you don’t have filters that are repetitive or overlapping with other logic rules. Repetitive logic filters can clutter the work flow.

 

3. The order matters: If you have more than one filter set for the same answer choices, the first filter you program takes priority.

 

4. Preview and Test. Be sure to preview your survey to make sure you understand how your audience navigates the survey, and to make sure that your logic makes sense and works properly.

 

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