Enalyzer Help Center

Background variables

ON THIS PAGE YOU'LL FIND:


 

ABOUT BACKGROUND VARIABLES

Background variables have multiple purposes:

  • Forms: Form question types are based on background variables, i.e. you can create forms solely with background information. For example, an online order form.
  • Conditions: You can base conditions on background variables, so that you present your respondents with relevant questions based on their background information, e.g. business division, age, their city of residence.
  • Merge fields in surveys and messages: You can also personalize surveys and messages by adding the respondents' names in the introduction text or the questions themselves.
  • Filters: Drill-down on your data by using report filters based on your background variables, for example, filter your report based on the variable "department"
  • You can also use background variables for more specific and smarter reports. You can create individual reports by creating filters based on, e.g. names, business department.
  • Benchmarks: Benchmark and compare data by using creating data series based on one or more filters. For example, you can compare departments. 
  • Report versions: Use background variables to create report versions that ensure the right insight gets to the right people. For example, an Annual Employee Satisfaction report that only shows data for a specific department. 

back-to-top.png


BACKGROUND VARIABLE TYPES

There are different background variable types for several purposes. The different types are:

SELECTION LIST

This variable type is made up of different options, for example, the variable "age" could have response options represented in age brackets.

Age
Younger than 18
19 - 29
30-39
40+

Forms: If you add a selection list background variable to a form, the respondents will be able to select an answer from the options you've listed. 

blog-icon-warning.jpg Only single answers are possible with this variable type.

Importing CSV data: If you import respondent data via a CSV file, the value has to be exactly as the options you defined or the data will not be imported.

Reports: When using selection list variable types to create report filters, version, and data series, you'll have the option to select several values. For example, for "age", you could select two of the options, "19-29" and "30-39".  

TEXT

This variable type can be formatted to accept text, numeric, and email inputs. 

  • Text: The variable accepts open-ended inputs.
  • Numeric: The variable only accepts numbers/numerical inputs. You can define your preferred decimal separator.
  • Email: The variable accepts only email addresses.
  • Custom: The variable accepts whatever validation you input using a regular expression, e.g. US zip codes. Learn more about regular expressions.

Forms: If you add a text background variable to a form, the respondents will be able to input an answer. If they insert something that does not comply with the selected format, for example, an invalid email address, they will not be able to submit the answer. 

Importing CSV data: If you import respondent data via a CSV file, the value has to match the variable's format. If not, it will not be imported.

Reports: When using text variable types to create report filters, version, and data series, you can define the filter by selecting one of the values or using rules (exact match, beings with, contains, ends with) to define filter values. For date formats, you will be able to select different time periods or define your own.

blog-icon-warning.jpg Numeric formats cannot be used in the Reports area.

DATE

This variable type, as the name suggests, accepts date formats. The variable format is dd/mm/yyyy.

Forms: If you add a date background variable to a form, the respondents will be able to select a date from a calendar. 

Importing CSV data: If you import respondent data via a CSV file. Remember the date format is dd/mm/yyyy.

Reports: When using text variable types to create report filters, version, and data series, you can define the filter by selecting different time periods or define your own.

back-to-top.png


SYSTEM VARIABLES

System variables are by default included in every survey, and they cannot be renamed or deleted. The system variables are:

  • Email: This is a text variable with an email address format and can be added to forms. When inviting respondents via email, Enalyzer populates this variable with your respondents' emails.
  • First name & Last name: These are text variables with a text format. When inviting respondents via email, Enalyzer populates this variable with your respondents' first and last names, if available.
  • Survey invitation time: The date and time you invited the respondent to answer your survey. This only applies to respondents who received an email invitation. This variable can be used to filter reports and to create time series charts in reports.

  • Survey startup time: The date and time when the respondents started answering your survey. This variable can be used to filter reports and to create time series charts in reports.

  • Responde status: Refers to the status of the response: completed, incomplete, not answered, and refused. This variable can be used to filter reports.

back-to-top.png


ADD BACKGROUND VARIABLES

You can add background variables manually or import them via your CSV file when you're inviting respondents.

ADD VARIABLES MANUALLY

  1. Go to your survey and select settings on the side menu. If the menu is closed, click on the menu icon (burger.PNG) to open it first.
  2. Click on list of background variables.
  3. Click on the add background variable icon () *.
  4. Select the variable type. This depends on how you want to represent your variable.
    • Selection list: This variable type gives specific options for the respondent. For example, the variable age can be represented in age brackets, 20-29, 30-39, etc.
    • Text: This variable can be formatted to:
      • text: the variable is open-ended. For example, the variable age is filled out by the respondent’s data and not represented by a specific value.
      • numeric: the variable accepts only numbers. Use the dropdown menu below to choose your preferred decimal separator.
      • email: the variable accepts only email addresses.
      • custom: the variable accepts whatever validation you input using a regular expression, e.g. US zip codes. Click here to learn more about regular expressions.
    • Date: This variable allows the respondent to select a specific date from a calendar. For example, the respondent will be able to choose a specific date for the variable date of birth.
  5. Click next.
  6. Name your variable and add its response options, if applicable, and click next.
  7. If you want the variable to be mandatory enable the answer is required setting.
  8. Click add to create your variable.

* This feature is only available with a Professional subscription. Check out our plans.

IMPORT VALUES

  1. Go to your survey and select share on the side menu. If the menu is closed, click on the menu icon (burger.PNG) to open it first.
  2. Select email.
  3. When you’re satisfied with the email click next.
  4. Choose to upload or copy/paste* your CSV file.
  5. Now you have to map your fields by matching the CSV field with a survey variable, i.e. matching email with email, first name with first name, etc.
  6. The new variables you have added to your CSV that have not been added to your survey, have to be assigned the correct validation: text or date field. The date field format is MM-DD-YYYY.
    For example, if you've added a variable called "department", you would have to match it with the text field format.
  7. Complete the following steps and once you've invited your respondents, the variables will be added to your survey.

back-to-top.png


DELETE BACKGROUND VARIABLES

  1. Go to your survey and select settings on the side menu. If the menu is closed, click on the menu icon (burger.PNG) to open it first.
  2. Click on list of background variables.
  3. Click actions and select delete.
  4. Select the background variable(s) you want to delete and click delete.
blog-icon-warning.jpg Deleting background variables will result in losing data and any filters, versions and data series created. Data loss in permanent and cannot be undone. 

back-to-top.png

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk