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      The Power of Dynamic Demographic Filtering Questions and How to Add Them to Your Survey

      Tailor your survey with demographic insights and powerful data filtering by adding demographic questions. Enable the demographic section and create questions, including response branch filtering for multi-level analysis.

      Limitations on Demographic Questions:

      • Free Subscribers are limited to three (3)
      • Individual Subscribers are limited to five (5)
      • All all other plans are unlimited

      Table of Contents

      What are Dynamic Demographic Filtering Questions

      Dynamic questions add a powerful filtering option to your survey data by gathering statistical information about the participant, generally, these are related to Location, Job Title, Department, Age, Tenure, etc. But these questions can be anything you would like to filter your response data by. For example. "Have you used our product before?"

      Dynamic questions are presented to the survey user in a block before the start of the survey. When you create a demographic question, it automatically creates a filter for your survey response data. The survey results can be filtered using one (single-variate) or more (multi-variate) filters to help define how an audience with common attributes responded to the survey for quick comparison against other groups.

      Adding Demographic Filtering Questions to your Survey

      1. To add demographic questions, first, confirm the section is enabled in your assessment. This can be done on the Review & Edit page under the General Assessment Settings. In the Enable User Demographics dropdown menu, choose Yes.

      3.1.1f_attributes_enable_dynamic_filter_questions_labels13.0_mn_asm-mgmt_attribute_access                      
      Access to the Assessment Attributes page can be found through the Assessment Management menu on the main navigation bar, either by creating a new assessment (Create New), Reviewing Survey Attributes (Review & Edit), or from a list of assessments (View Assessments).   See this article for managing your Assessment Attributes. 
       
       
       
       
       
      2. On the Build Assessment page, navigate to the Individual Demographics Info section and click on the Manage Question button.
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       3. On the Manage Question page, click on the Add Question button.
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      4. On the Question Setup page, make use of the following attributes to add a demographic question. Those with a red asterisk are mandatory.

      1. Type your question in the text box.
      2. Configure a Response Branch filter. (See below for more details.)
      3. Choose Free From when making a new response option set.
      4.  The Scale will automatically increase as you add response options using the green plus (+) button under Action (F).
      5.  Type in your response options one option per line. The sequence number will auto-generate as you add response options.
      6. Add response options by clicking the green button and delete them by clicking the red trash can icon once you have more than one option present.
      7.  If this response block is something you will use often, check the box to add to your response list to have it available as a dropdown option from the Response Type menu (C).
      8.  Search and Add from Resources takes you to the Resource Question Bank. Here you can search the master resources or your resources for questions you have saved to add to your demographic question section.

      5. See a completed demographic question set up below with the length of employment and time frames as response options as an example. 

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      Branch Filtering

      Three levels of branch filtering are available. Each level relates to the previous, for example, Level 1 Country > Level 2 State/Province > Level 3 City.
      1. Toggle on the Configure Response Branch Filter option.
      2. Choose Level 1 from the Level dropdown menu.
      3. Give Level 1 a display name, for example, State.
      4. Add or delete response options with the plus sign and trash can buttons in the Action column.
      5.  List response options for the Level 1 category.
      6. Once all your responses have been added, click Update to add them to Level 1.
      7. If you want to add additional Levels, up to three, click the Add Level button.
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      8. After clicking the Add Level button, choose Level 2 from the Level dropdown menu. Once a display name is given the sequence will display on the right, for example, State > City. 

      9. Click the Preview button to see a matrix of the options that have been established.

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      10. The Response Branch Filter Preview with two levels established. 

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