Help Center

Linking your own paid survey panel to a survey

If you’re not using a CheckMarket survey panel, you can still link your own paid survey panel to your survey. To do that, complete the following steps.

  1. Create a survey in CheckMarket.
  2. Add validating/screening questions to the beginning of the survey.
  3. Go to the end of the survey. Add branching at the bottom of the last page. Branch to the Third-party panelist survey complete page (you will configure this URL in a later step). You only need to set the “else go to” condition. This way, all respondents who reach this page will go the panel vendor’s complete URL, regardless of their answers.

If your survey has multiple final pages based on the respondent’s answer pattern, make sure to set the “complete” branching on each “last” page.

  1. Go back to the questions that define your target group (i.e., the screener questions). Add branching to the screener or terminate/disqualification URL for those respondents that do not pass your screener questions (e.g., those respondents who are too young, too old, do not live in the correct area, do not buy the right products, etc).
  1. Select Third-party panelist disqualification page from the Target page dropdown for all screener questions.

Your survey is now ready. The panel provider, however, still needs to receive the correct survey links so that that first hidden question will indeed be filled out with the panelist ID. Complete the steps in the following section to retrieve these links. 

Retrieving survey links for distribution to panels

  1. Select Distribute from the survey options menu.
  1. Select Add / Remove channel.
  1. Select the distribution channel Targeted panels. Then click Save.
  1. Select URL/Endpoint manager. On this page, you can generate a unique survey URL for each external panel provider that you are using for your survey. The panel provider will need one of these unique survey URLs to route their respondents to the survey. 
  1. Click Generate URL. Enter a name for your URL so that you know to which panel provider this URL should be distributed. You should have received a list of redirect URLs from the panel provider, for completes, screeners/terminate/disqualifications, quotafulls, speeders, etc. (depending on the panel provider you may receive different links). Enter the Complete URL and the Terminate/Disqualified URL in the corresponding fields (Note: These URLs must start with “http” or “https”). You will see a placeholder for the panelist ID in the links; replace this placeholder with the variable for the hidden question that captures the panelist ID. Refer to it by using the question data label that you set earlier. In our example, the variable will be {{respondent.questions.panel}}. If your panel provider sent you an Overquota URL, you can enter that here as well. When you are finished, click Add URL.
  1. You will now see your unique Survey URL along with its associated URL Endpoints. Each URL leads to a live version of the survey, where panelists can select their preferred language before proceeding to the survey. Make sure you replace the variable [PANELIST-ID] with your own ID. Once again, in our example, the variable will be {{respondent.questions.panel}}. Send this URL to your panel provider so that they can distribute the survey to their panelists.

If you are using more than one panel vendor, repeat these steps to generate a unique URL for each panel vendor. This way, you can ensure that your respondents are effectively redirected to the appropriate complete and terminate URLs depending on which panel vendor they belong to.

Adding quotas

To ensure that you only collect the responses you need, you can set a maximum number of completes for your survey. To do this, complete the following steps.

  1. Select Settings from the survey options menu.
  1. Select Options.
  1. Select the Set a max respondent count checkbox. Then enter a number of completes. Click Save.

Additionally, you can set survey quotas so that the survey closes for a specific segment from which you already have enough responses while remaining open for other segments you still want to reach. Make sure to redirect to the quotafull links that you received from the panel provider. If you entered a quotafull link within the URL/Endpoint Manager in the Generate URL step, any respondents who would have qualified for the survey but cannot proceed because the quota has already been met will be automatically redirected to the quotafull link for their respective panel vendor.

Once all has been set up and your survey has been thoroughly tested, launch the survey, and start collecting responses.

All URL/Endpoint Management will be automatically configured for you if you use the Targeted Panel Manager tool, purchasing a panel directly within CheckMarket.

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