How to Limit Visibility of Follow-Up Tasks to Select Segments of Participants

Recollective supports Text Piping, allowing you to insert participants' previous responses into follow-up questions or instructions. However, there may be instances where you need to add participants to segments based on their responses, and surface distinct follow-up Tasks depending on their segment assignments.

Example: We are asking participants what their favourite outdoor activity is. We would like to add participants to segments based on their selection for analysis, and will have specific follow-up questions for participants who select Hiking only. How can we set up our follow-up questions so that only the participants who select and are added to the Hiking segment will see them?

To drive follow-up Tasks based on responses in Recollective:

1. Ask a closed-ended question (Poll Task, Poll Blank within a Fill the Blanks Task, or Prompt Task)
2. Configure choices to add participants to Segments 
3. Limit the visibility of follow-up Tasks to the corresponding Segment

Let's look at setting this up using a Poll Task for our Outdoor Activity example.

Before adding the Poll Task, create Segments for each choice:

1. Go to Site Administration > Segments
2. Add a New Basic Segment (We recommend a standardized naming convention so the Segments will appear together in the list. Ex. Outdoor Activity: Hiking, Outdoor Activity: Kayaking)

Next, set up the closed-ended question:

1. Go to the Study
2. Add a new Poll Task
3. Enter the Question or Instructions
4. Add the Poll Choices
5. Using the Advanced Options menu, configure each Choice to add participants to the corresponding Segment

Finally, add a Task for the follow-up questions:

1. Add a new Task (or Tasks) for the follow-up questions
2. Configure the Task as desired
3. Scroll down to the Visibility Settings
4. Click 'Add Criteria' > 'Assigned Segments' 

5. From the Task Visibility menu, select Assigned Segments > ‘Includes Any’ and choose the target Segment (e.g. ‘Outdoor Activity: Hiking’) 

6. Click Set Visibility

7. The Task will now only be visible to the participants who match the defined Criteria.

Note: To test your logic and preview the setup, you must use Preview Mode. Preview Mode can be located under the Admin menu within your study. If you do not enable Preview Mode and use the Activity Preview option instead, you will see all Tasks regardless of the Segment limit.