Event triggering 

Event triggering allows project Makers to have one action prompt the change, addition, or abstraction of another action. An event can be prompted by (a) a survey submission, (b) a schedule change via the personalizer, or (c) when a participant is exiting the survey.

Available for Rolling and Calendar schedules.

Example 1: When a participant completes a morning survey, an afternoon survey is triggered to be sent exactly 8 hours later. 

Example 2: A participant selects a response that he did not eat breakfast this morning. Thus, the follow up survey set for an hour later (on what he ate for breakfast) is removed from the schedule as it is no longer relevant. 

Example 3: When a participant completes the baseline survey, an extra notification is triggered to be sent confirming their submission and welcoming them to the study.

Event Triggering Set Up

Step 1. Enter all surveys in the Survey Builder. Proceed to the Schedule tab.

Step 2. Set the master copy of the schedule (i.e., the schedule that will serve as the base for the event triggering actions).

Step 3. On the vertical bar on the left of the schedule, select the icon second from the top as seen below. This icon will take you to the event triggering options. Select the top icon at any time to go back to the master copy of the schedule.

Figure 1: Home page for Event Triggering.

Step 4. To add a series of actions, select “Create event.” A pop up will appear in which you may enter the event name and the type of action.

Figure 2: New event modal.

Step 5. The set up for a new series will be broken up into three main sections: the primary event, the conditions, and the resulting triggered action. 

  1. In Figure 3, the primary event is a survey submission to the “Start Session” survey. Thus, the system will only perform the action attached if the response contains “Yes” for the question “Are you starting a session?”.

  1. In Figure 4, the primary event is a schedule edit for the “Bedtime Survey.” Thus, the system will perform the attached action whenever that edit occurs. 

Figure 3: A trigger adding windows to a participant’s schedule.

Figure 4: A trigger for editing a window in a participant’s schedule.

Step 6. The resulting triggered action will consist of 2 types, schedule adjustment and notifications. 

  1. Schedule adjustment. The schedule adjustment provides the most flexibility to the project as it allows you to add windows to the participant’s schedule based on a submission. It also allows for the removal of windows if the participant responds in a particular way. For projects that have surveys scheduled based on daily rhythms (e.g., a participant's bedtime), the edit action allows the researcher to move other surveys based on the participant’s new bed time. 

  1. Notifications. Additional notifications can be triggered to send a custom message. This allows for custom reminders when a participant leaves a survey without completion or submission confirmations for completed surveys.

Figure 5: A pop up for a window addition action.

Figure 6: A pop up for a window deletion action.

Figure 7: A pop up for an edit survey window action.

Figure 8: A pop up for a send notification action.

Step 7. After setting up all event triggering series, select the top icon from the vertical menu on the left. Review master schedule (note: no changes will be seen here) and proceed to the Distribution and Review tabs to complete project setup. 

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