Respondent Funnel in the Data Modeler (CX)

About Using a Respondent Funnel in the Data Modeler (CX)

By hosting respondent funnel, contact, and even survey data in the same dashboard, you can create a more insightful and comprehensive report on the performance of your Qualtrics distributions. By having both contact and distribution data in the same dashboard, you can break out delivery and response metrics by important demographics and key customer information.

To accomplish this, you’ll join the contact and respondent funnel information together.

Step 1: Enabling Respondent Funnel Data

Before you can build the dashboard dataset described on this page, the respondent funnel needs to be enabled for your account, and the directory’s funnel data needs to be prepared.

For exact steps, see Enabling Respondent Funnels for a User. A Brand Administrator can complete these steps.

Step 2: Enabling Contact Data

Adding contact data to your dataset allows you to report on response rates and demographics in addition to your respondent funnel data. To use directory data in CX Dashboards, you need to make it available as a source. See Using Contact Data as a CX Dashboard Source for detailed steps.

Step 3: Determine Your Data Model Structure

You will use Joins to build your data model, which allows you to combine rows from 2 or more data sources based on a related column of data that they share. The order of your data sources determines how data is pulled into the model. See Understanding Left Outer Joins for detailed information.

If you want to have a record for every transaction in the respondent funnel, the respondent funnel data source should be on the left. In this example, if a contact does not have a transaction it will be omitted from the dataset.

If you want to have a record for every contact in your directory, the directory data source should be on the left. In this example, only one transaction per contact will be added to the dataset.

Step 4: Creating a Dashboard Dataset with Contact Data

1. Create a data model dataset.
   
2. Add a source.
   
3. Filter for sources from Directories.
4.  Add your respondent funnel as a source.
5. Add your contact data as a source.
   Qtip: Be thoughtful about the fields you include from your contact data source. If there are sensitive fields you don’t want shown to users, consider excluding them completely from the dashboard data or adding them to a separate dataset with limited access. See Selecting Which Fields To Include from Sources.
   Attention: If you have access to multiple directories, make sure the directory name matches both the contacts and respondent funnel data!
6. ​​Next to the respondent funnel source, add a join.
   
7. Under Right Input, select the contact data.
8. ​​Under Join condition, select Contact ID for both the left and right sources.
9. Create an output dataset.
10. Publish your changes.

Step 4: Creating Custom Funnel Metrics

Now that your data is joined, you can start building custom metrics like response rate and completion rate. For steps, see the following resources on the Respondent Funnel support page:

• Response Rate and Completion Rate
• Example Custom Metrics (More ideas for custom metrics you can build)
• Default Fields (A guide to the fields’ meanings and the types they should have)

If you want to make edits to the fields in the data model beyond what’s covered above, check out Editing Dataset Fields.

Step 5: Building a Dashboard

Once your data is mapped, you’re ready to start making your dashboard!

All the data you’ve mapped can appear together on regular dashboard pages. This means you’re free to start building widgets and filters as you normally would, with a mix of both contact and response funnel data available for you to work with.

Mapping Survey Responses With Your Funnel Data

If you want to map survey data to your dashboard, too, then you’ll need to complete a few extra steps in the same dataset. Keep in mind that it’s optional to add survey data, and depends on your reporting needs.

Qtip: If you’ve already published your data model, you’ll need to delete your output dataset before you start adding more joins and unions.

Determining Your Data Model Structure

The order of your data sources determines how data is pulled into the model, so it is important to determine the structure that will work best for you. See Understanding Left Outer Joins for detailed information.

If you want to have a record for every survey response, the survey should be on the left. In this example, any contact or respondent funnel data that isn’t associated with a response will be omitted from the dataset.

If you want to have a record for every contact or respondent funnel response, the respondent funnel (and contact data, if applicable) sources should be on the left. In this example, any survey response without a contact or funnel connected to it will be omitted from the dataset.

Preparing Your Survey Data

Like with the first join we made, we need an ID we can use to link the data together. The ID you use depends on the data you have, the order of your data sources, and the type of data you want in your dataset.

Joining a Single Survey to Your Funnel Dashboard

Qtip: The steps in this section are intended to provide an example, but you may need to adjust the order of your sources depending on your use-case. See the Determining Your Data Model Structure section above for more information.

1. Create a data model dataset.
2. Add your survey as a source to the data model.
   
3. Add your respondent funnel data as a source to the data model.
4. If you’d like to add contact data, complete steps 5-8 in Step 4: Creating a Dashboard Dataset with Contact Data.
5. Next to the survey data source, create a join.
6. Under Right Input, select your respondent funnel data. If you joined to contact data, select Join 1.
   
7. Under Join condition, select either Response ID or _RecordID, depending on your fieldset. Whichever field you pick should be the same for both conditions.
8. When you’re finished, create your output dataset.
   
9. Publish your changes

Joining Multiple Surveys

If you want to include multiple surveys in your dashboard, you should create a union of all of these surveys first. You’ll then join the union to your first join.

1. Create a data model dataset.
2. Add your surveys as sources to the data model.
   
3. Create a union.
4. Add your respondent funnel data as a source to the data model.
5. If you’d like to add contact data, complete steps 5-8 in Step 4: Creating a Dashboard Dataset with Contact Data.
6. Next to the union, create a join.
7. Under Right Input select your respondent funnel data source. If you joined to contact data, select Join 1.
   
8. Under Join condition, select either Response ID or _RecordID, depending on your fieldset. Whichever field you pick should be the same for both conditions.
9. When you’re finished, create your output dataset.
   
10. Publish your changes.