In this tutorial we will go over a supplier set up with Member ID Specific Links. This is common if a client comes to you with a List Match and wants to send a specific link to each member on that list (where the link is matched to the member)
To begin, we assume that you have these on hand:
1. A list of IDs to be invited
2. A list of matched Survey URLs, where each URL is specific to the member assigned to them.
For Convenience, I am going to use the following companies as the supplier and external client:
Supplier (provides external panel members, and needs information once they have completed the survey): Q One Tech
Client (creates the survey and needs data from panel members): Q One Research
Setup Tab
On the Setup Tab, select your supplier from the list of available suppliers, and click Add. This will make this supplier available in the Configurations Dropdown.
In the Setup tab, you can also add additional charges that will be added in the invoice request to the Supplier, and change the Currency for the invoice.
Configurations Tab
Once you have added the supplier, you can create the Rules for Ids and links + redirects.
1. Select your supplier from the dropdown and click Add Blank. Only Suppliers you have added in the Setup tab will be shown here.
2. Give your supplier Selection a name, choose the Quota Group associated with the supplier, and choose the Redirect path for this rule. Where do you want supplier members in this group to go, once they complete the survey? There is Links Below, or Internal Landing pages and then specific routing.
3. If you click the Redirect Links button, it will show you the links that are used once this member completes the survey. Enter the links you have received from the Supplier (the one providing the external panel to be used- In this case Q One Tech).
Note: if your supplier needs the ID to be passed on to the landing pages, you must replace their token value with [ID] which is recognized by the Q One Platform.
4. Add the Interviews Required, and financial information of your supplier within the Landing Page Set up.
5. In the IDs for landing pages area, select Enter IDs. This will allow you to input the list of IDs that your client sent you.
Note: ID Specific Unique Links will ONLY work if you Enter IDs here.
6. Select ID Specific Unique Links and put the links in the same order as you added the IDs above. This means that the first link will go to the first ID, the second link to the second ID. You can only add the same amount of Links as you have IDs. This will be your client links that you have received from the one who programmed the survey (in this case Q One Research). You can choose to also add Geo Blocker or Allow ID Reuse to the study.
7. Click Add, once you are happy with the set up, and everything has been added. You can now view the used links and IDs if you click Download IDs, and can copy the Supplier Link and send it to your Supplier so they can distribute it to their own panel.
Note: when using ID Specific Unique Links, you are not able to edit the IDs or the Links after you have saved the selection.