Qualtrics

For more general information on data collection in Redbird, check out: Getting Started With Data Collection

This guide explains how to set up access and collect data from a user's own account within the Qualtrics platform, which provides access to survey data results. To use the Collect App, you will need to know your API key (token) and which data center your account is linked to, e.g., companyname.pdx1. More information can be found here on how to obtain these.

If you cannot see the Qualtrics collection app in the left-side panel on the workflow canvas, refer to: Enabling Collection Apps Guide

Creating a Collection

1. Double-click on the node to enter configuration mode
2. Click the pencil at the top of the page to name your collection
3. Enter your credentials by clicking the cog next to the credentials drop-down. You should give your credentials a name to make it easier to refer to. Click Done. You can enter multiple credentials and select the relevant ones you wish to use for each collection in the credentials drop-down.

4. Choose the survey you wish to pull data for from the Survey dropdown.

5. Update Method allows you to select how you want your data to aggregate when you run future data pulls. Append keeps the historical data and adds the future data pulls below. Replace deletes the historical data and generates the new data in its place.
6. Date selection allows you to either manually input the date at run time, or in Automated mode, you can use logic to define a dynamic date range based on run time, e.g., last 1 month or 3 weeks ago.
7. Initial Data Load allows you to upload historical data in bulk as a one-off in the event that you have the data saved on your computer. You can upload your data as a CSV file with no leading/trailing rows or columns and Redbird will run future data collections using the configuration that you set up in previous steps.

8. Click Done

Running a Collection

1. Click on the node.
2. In the right-side panel click Run
3. If date selection is set to manual, then the workflow will be stopped for you to input dates. Click Review on the node.
4. Select the Start date and End date of the period you would like to cover.
5. Click Back to Workflow
6. Click Continue on the node.