10.9.0

New feature: Field that maps to a participant’s Twilio delivery preference - When using Twilio for surveys, users can control each participant's invitation preference automatically using a multiple choice field. If survey participants require using different methods (e.g., email, SMS w/ link, voice call survey) for receiving survey invitations and/or taking surveys, users can select a multiple choice field whose choices represent each survey invitation delivery method. After mapping the invitation preferences to a field, whenever the value of the field is added or modified, the participant's invitation preference will automatically be changed accordingly. IMPORTANT: The multiple choice codings for the selected field must be defined exactly as delineated below, although their corresponding choice labels can be modified to be whatever text the user desires. Also be aware that if the value of the field that is mapped is set to blank/null, then the invitation preference for the participant will revert to the project's default invitation preference (as defined in the Twilio configuration on Project Setup). Additionally, if a participant's invitation preference is modified via the Participant List, that change will also change the value of the mapping field selected above. Mapped field choice options:
- EMAIL, Email invitation
- SMS_INVITE_WEB, SMS invitation (contains survey link)
- SMS_INITIATE, SMS invitation (take survey via SMS)
- VOICE_INITIATE, Voice call (participant receives voice call)
- SMS_INVITE_MAKE_CALL, SMS invitation (contains phone number to call)
- SMS_INVITE_RECEIVE_CALL, SMS invitation (reply via SMS to receive voice call)
New feature: Custom offline message for surveys in offline status- Users can provide custom text that is displayed to participants only when the survey is offline. This custom text will be displayed in place of the default offline text on the survey while the survey is in offline mode. This text can be set at the top of the Survey Settings page.
New feature: Survey-level Stop Action controls (new section on Survey Settings page)
- Alternative survey completion text - Users can optionally set alternative survey completion text that is displayed in place of their standard survey completion text whenever a survey is ended via a Stop Action on any field. This is useful when it doesn’t make sense for non-eligible participants to see the same survey completion text as those who completed the survey fully.
- Prevent survey responses from being saved if the survey ends via Stop Action - Users can optionally choose to prevent submitted responses from being saved as data in the project if the survey ends via Stop Action. This is useful if survey administrators do not wish to keep the data for ineligible participants, for example. This means that if a one-page public survey is started but ends via Stop Action, no data from that response will be saved into the project (i.e., no new record will be created), but it will log this event on the project Logging page (so that users are at least aware of this happening despite no data being saved).
  1. NOTE: If any data has been saved on the survey instrument for a given record prior to the Stop Action being triggered, that data will be deleted from that instrument. For example, if the survey is a multi-page survey in which data has been entered on previous pages prior to triggering the Stop Action, all data collected thus far in that survey will be deleted as if the survey was never taken. Additionally, if the record does not contain data in any other instruments, the entire record itself will be deleted during this process. If data does exist in other instruments, the record will not be deleted.
  2. PRIVACY NOTE: If the option for Data Privacy/GDPR has been enabled in the project, in which it removes the contents of the log for a record that is deleted from the project, then if an entire record is deleted via this particular survey setting via a Stop Action, then all logged data values for the record will be removed from the log as per this project's data privacy setting.