How to Drive Follow-Up Tasks Based on Previous Responses
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 surface distinct Tasks to participants depending on how they answered a previous question.
Example: We are asking participants what their favourite outdoor activities are. We will have follow-up questions for participants who select Camping. How can we set up our follow-up questions so that only the participants who select Camping will see them?
To drive follow-up Tasks based on previous responses in Recollective:
- Ask a closed-ended question (Poll Task, Poll Blank within a Fill the Blanks Task, Prompt Task, Sort and Rank Task, Grid Task)
- Create the Follow-Up Task
- Configure the Visibility Criteria of the Follow-Up Task
Let's take a look at how this functions for each of the close-ended Task Types, using our Outdoor Activity example:
Starting From a Poll Task, Prompt Task, or Fill the Blank Task Polls
Poll Tasks, Prompt Tasks, and poll blanks within Fill the Blank Tasks all function very similarly when configuring Visibility Logic.
We would accomplish this by following these steps:
- Create a follow-up Task using any Task Type
- Configure the Task as desired
- Scroll down to the Visibility Settings
- Click ‘Add Criteria’ > ‘Task Response’
- From the resulting menu, select the Poll, Prompt, or Fill the Blank Task where we posed our initial question
- Select ‘Includes Any’ and choose the target choice (e.g. ‘Camping’)
- Click Set Visibility
Starting From a Grid Task
Following our example, let’s say we asked participants to select their favourite outdoor activities using a Grid Task. In the Task, the outdoor activity options were listed as Rows where participants indicated whether they love that activity, simply enjoy it, or do not take part:
In this example, we would want to ask a follow-up question to any participants who indicated they love camping (i.e. any participants who selected the first column for the camping row).
We would accomplish this by following these steps:
- Create a follow-up Task using any Task Type
- Configure the Task as desired
- Scroll down to the Visibility Settings
- Click ‘Add Criteria’ > ‘Task Response’
- From the resulting menu, select the Grid Task and the column we want to focus on (e.g. ‘I love it!’)
- Select ‘Includes Any’ and choose the target row (e.g. ‘Camping’)
- Click Set Visibility
This example is one application; there are many ways to limit Task Visibility based on the responses to a Grid Task. In particular, you can:
- Limit visibility based on any Row that includes Any/All of a select group of Columns
- Limit visibility based on any Column that includes Any/All of a select group of Rows
- Limit visibility based on any response that includes a particular row
- Limit visibility based on any response that includes a particular column
Starting From a Sort and Rank Task
Finally, let’s say we asked participants to select their favourite outdoor activity using a Sort and Rank Task. In the Task, the outdoor activity options were listed as Cards that participants sorted into one of three Groups:
We want to ask a follow-up question to any participants who sorted the Camping card into the ‘I love it!’ group.
To do so, we would need to follow these steps:
- Create a follow-up Task using any Task Type
- Configure the Task as desired
- Scroll down to the Visibility Settings
- Click ‘Add Criteria’ > ‘Task Response’
- From the resulting menu, select the Sort and Rank Task and the Group we want to focus on (e.g. ‘I love it!’)
- Select ‘Includes Any’ and choose the target Card (e.g. ‘Camping’)
- Click Set Visibility
This example is one application; there are many ways to limit Task Visibility based on the responses to a Sort and Rank Task. In particular, you can:
- Limit visibility based on a specific Card that has been sorted into Any of the selected Groups
- Limit visibility based on a specific Group that includes Any/All of the selected Cards
- Limit visibility based on any Group that contains a selection of cards
- Limit visibility based on any Card that has been sorted into a selection of Groups