Configure custom fields in a Qualtrics screener
When you use a Qualtrics screener to fill a Private Panels study, basic information is passed back to Qualtrics. This information links each participant's response within Private Panels to their response in Qualtrics. However, you have the option of passing additional data back to Qualtrics using custom fields.
Custom fields map panel properties (data that lives in Private Panels) to embedded data (data that lives in Qualtrics). This lets you get the full picture of your participants regardless of where you're analyzing data.
To configure custom fields in a Qualtrics screener:
Tip: You can also configure custom fields when first connecting a Qualtrics screener to your study. The fields described below are also displayed in the initial screener-creation modal.
On the Screeners tab of your Private Panels study, click the Qualtrics screener you want to edit. The screener's settings are displayed.
Under Custom fields, click Edit custom fields. A modal is displayed.
Click + Add custom field.
Note: You'll automatically see PrivatePanelsStudyPersonUuid and PrivatePanelsPersonUuid here and in Qualtrics. These are the two pieces of embedded data passed by default. Do not delete these.
Then, select a panel property from the left-hand drop-down.
Note: This is the data that lives within Private Panels that you want to send back to Qualtrics.
Enter the Qualtrics property key in the Embedded data field to the right of your new custom field.
Note: This is the Qualtrics property key where you want to store this data. This property key must match exactly what you have in Qualtrics.
Click Save.
Now, your custom fields are added and the associated data will be sent back to Qualtrics for each new submission your screener receives. You'll see a list of configured custom fields on the Screener settings page:
For information on how to display this data in Qualtrics, see the section below.
Display embedded data in Qualtrics
Once you've configured custom fields, the data is passed back to Qualtrics for each new screener response. However, to see it in Qualtrics, you'll need to add the columns to your specific views.
To display embedded data in Qualtrics:
In Qualtrics, click Column chooser. A drop-down is displayed.
Select Embedded data. A list of data passed to Qualtrics from Private Panels is displayed. These are the custom fields you configured in Private Panels.
Select the custom fields you want to add to your view.
Now, your selected fields are displayed within Qualtrics:
For more information on the Qualtrics integration, see the following resources: