Transfer

A Transfer object is used to redirect the respondent at the end of a survey to an external web page.

By default, once a survey respondent has reached the end of the survey, they can simply close the browser window to exit. Alternatively, you can automatically transfer them to another web page once they’ve completed the survey. This is particularly useful for panel surveys, where respondent details need to be passed through to the panel sample provider.

Adding a Transfer

Here’s how to add a Transfer object to the survey flowchart:

Add a Transfer object to the flowchart. In Survey Editor (Legacy), drag it from the Toolbox, or double-click it. In Survey Editor (Beta), drag the Transfer card from the Add to survey toolbar, or click it to add it at the end
In the Transfer URL box (URL in Survey Editor (Beta)), enter the URL of the web page that the respondents will be transferred to
Save the survey

Appearance

A Transfer is an event object and isn’t visible to respondents. Once the respondent has been transferred, they won’t be able to return to the survey. Therefore, it’s recommended that an Instruction object be placed immediately prior to a Transfer object to communicate to respondents that they’ll be transferred to an external web page upon clicking the “Next” button. Either the Instruction or Transfer object must have the appropriate Finish Action specified.

Question format

Transfer Page is the only Transfer question format available.

Transfer Page — Respondents who meet the filter criteria will be sent to an external web page.

Data structure

A Transfer is an event object and isn’t captured in the dataset.

Transfer logic

Transfer logic is set up via the Define Filter question property. The Transfer event will only occur for those respondents who meet the filter criteria. Those who don’t meet the filter criteria won’t transfer — they’ll continue to the next question in the survey.

Here’s how to create transfer logic:

Select the Transfer object in the survey flowchart
In either the Quick Update Box or Question Properties Tab, click on the Define Filter box
Enter the transfer criteria by typing directly in the box (remember to preface all question references with ”@”), or by using the Filter Builder button on the far right of the property box in Survey Editor (Legacy), or Open rule builder in Survey Editor (Beta). The Transfer event will only occur for those respondents who meet the filter criteria; those who don’t meet the filter criteria won’t transfer
Save the survey — the transfer logic description is now visible in the survey flowchart (if filters are turned on in the flowchart display options)

All questions referred to in the transfer logic need to precede the Transfer object.

Finish actions

For Transfer objects, you must specify the action required when the survey respondent reaches that question:

Next Question (default) — continue to the next question within the survey
Finished Successfully — use at the end of a survey to record as a successfully completed record in the dataset
Finished Exclusion — record as a non-qualifier in the dataset
Finished Quota Full — record as a quota full in the dataset
Finished Expired — typically used on an instruction object that informs the respondent that the survey has closed

Here’s how to set the Finish Action:

Add or select a Transfer object in the survey flowchart (close the Quick Update box if it has popped up)
In the Properties Pane Question tab, click on the Finish Action field
Select the required finish action from the dropdown box
Save the survey

Transfer object limit

A survey can have multiple Transfer objects, however each respondent can only be presented with one Transfer event (once transferred, there’s no going back to the survey). Skips and filters should be used to ensure that the appropriate Transfer event is presented to each respondent.

Page groups

Transfer objects must be placed outside any page groups.