Recollective is an ideal starting point for many research activities. If a complex quantitative need arises, you can integrate an external survey with Recollective such that the survey's completions are accurately tracked in Recollective.

Note: The ability to configure an integration depends on your survey platform and its flexibility. You must be able to dynamically redirect respondents upon survey completion.

Prompt Task Setup

We recommend using the Prompt task type to launch your survey from within a Recollective activity.

Getting Started:

  • Add a Prompt task to an activity in Recollective
  • Configure a Prompt button to have a label like "Start Survey"
  • Select Show Advanced Options and set the button's Destination to be Open URL (current tab)
  • Paste the survey address into the Destination URL

To complete the setup, you must tell the survey platform where respondents must be sent upon completion. Recollective can provide this return address dynamically via the placeholder {SuccessURL}.

Tip: Most survey platforms allow variables to be passed in as URL variable, such as:

Success URL is simple a website address that can be used when returning respondents to Recollective. It will simultaneously mark the originating Prompt task as Complete and therefore tracking the survey's completion.

Final Integration Steps:

  • Update the Prompt button's Destination URL to include the {SuccessURL} as a variable. 
  • Configure the final step of the external survey to redirect respondents to the Success URL

In the example above, the variable onComplete was given {SuccessURL} as its value. The name of variable will depend on the survey platform.

Note: Carefully test your integration. The survey platform must be able to accept the Success URL as a custom variable then use it at the end of the survey. It should perform an automatic redirection or offer the respondent a link or button that goes to the Success URL.

Participant Experience

When the Prompt button is presented to a participant, Recollective will replace the instance of {SuccessURL} in the Destination URL with a dynamically generated URL, one that securely identifies the current participant and task response.

Once the participant completes the survey, they should be forwarded back to Recollective via the Success URL (the redirection can simply be a custom button or link on the final page of the survey).

The Success URL will return the participant to   Recollective while marking the originating Prompt task as Completed. The participant will automatically be taken to the next task in the activity. 

If the originating Prompt task was the last task in the activity, the entire activity response is also deemed to be completed.

Tracking Other States

In addition to {SuccessURL}, two other dynamic URL fields are available: {FailureURL} and {SkipURL}.

If the external survey will provide a "Cancel" or "Back" option, you may wish to pass  {FailureURL} to the survey in addition to {SuccessURL}. A participant redirected to the Failure URL is essentially returned to the Prompt task while not changing its state. The task will still be deemed Incomplete, thus allowing the participant restart the survey later or choose among the other Prompt buttons configured in the task.

If the external survey will provide a "Skip" or "Not Applicable" option,  you may wish to pass {SkipURL} to the survey in addition to {SuccessURL}. A participant redirected to the Skip URL will be returned to Recollective but this time the the originating Prompt will be get a Skipped state instead of a Complete state. In this case, the participant will be taken to the next task in the activity.