Sequential customized Typeforms | Community
Skip to main content
Answered

Sequential customized Typeforms

  • February 23, 2022
  • 6 replies
  • 266 views

Hello everyone! After searching responses to similar questions, I find myself lost and I am hoping that someone may have a solution to my use-case (or confirm it is not possible).

 

I have created a general health survey where the respondent will begin with a (multiple choice, multiple answers) question. Each of those choices leads to another unique set of (multiple choice, multiple answers), and the respondent goes through answering the questions accordingly. The logic jumps are set up so they will only answer the sub-questions if they have selected the parent topic. I am including a few screenshots since I feel that might make the set up more clear.

What I would like to be able to do, is provide a follow up survey at a later time point where the respondent will be served a Typeform with the answers they provided piped into it. I understand that you cannot alter the multiple choice options (or can you by using block references?), but it would suffice if the survey read something like: “You last rated your [symptom] as [piped value], how are you feeling now?” 

Similarly, I understand that hidden fields can be used to pass through information (by way of a CRM, we use Klaviyo) such as email, name etc. in the URL of an individual Typeform, is there a limit to this? Also, could the follow up survey be created with logic jumps to include only areas the the respondent answered the first time? My guess is you could accomplish this by calling the hidden field variable but it would be great if anyone had a specific answer.

I realize that this might be on the more complex end of the spectrum, and I am thankful for any guidance from the community! I’m leaving this in Build your Typeform, but if a solution is more suited for the developers category, let me know. Feel free to message me directly if that is an easier method of communication.

 

Thank you kindly,

John

PS I realize the logic screen below might not help much other than to show that I’ve put the time in before asking a complicated question.

 

Best answer by john.desborough

@jjeh - here are some random thoughts about how the 7 other voices in my head see options:

  1. assuming that you capture all the input from the 1st typeform in the klaviyo record (custom fields, etc.), my limited understanding of that platform says that you should be able to create the url to point to the ‘second typeform’ with a bunch of the field names and values ie: ...domain.typform.com/to/myform123#email=xxxxx&name=xxxxx&field1=xxxx&field2=xxxxx...etc
    1. this would pass the data into the ‘followup form’ so that you could use it as part of the text or description on a question - i do this as part of my data governance maturity assessment series where someone does a current state and then a future state quiz (setting benchmarks) then a ‘work in progress’ version of the assessment to see where they feel they have gotten along the path ie in the question description - the earlier assessments show Your current state: 2.2 and your Future State of 4.0, so from the options below choose where you are now (i present 10 choices in .5 increments) .. the earlier values are passed as hidden fields in the URL to the form 
  2. you could push all the data to a Google sheet in the first survey and then possibly populate a Google doc or a form from the data that could be pushed to Typeform (there is a tutorial in the Community on how to do that sort of thing)
    1. i think this would end up creating an individual typeform for each respondent since the ‘answer choices’ could possibly be drawn from the google sheet data into the response choice fields in the form - just speculating on that .. not something that i have done or tried at this point - but if you had thousands of clients doing this it would create a crap-tonne of typeforms (ie one for each client)
  3. you might be able to do something similar with Airtable to capture the first form data into Airtable as well and then use the integration/app in airtable to create the Typeform by pushing the data out of airtable - again not something that i have had time to test but there are some materials around here that might do that. @Liz - would airtable be able to do this?
  4. the Typeform API collection seems to have most of the capabilities that you are seeking but since i try to do all my work natively in the tool and avoid the API like the plague, it would be @picsoung and @mathio who would be best able to comment on that 
  5. theoretically, you should be able to present a list of choices to a user in first form (which of the following topics is of interest - ie select from your images above) and pass those choices to a second form that uses the logic of starting with the hidden fields (see image below) with a logic rule that addresses the following - assume 5 possible options a-e and n were selected in a multiple multiple choice - try out this example which is used for the screen shots below
    1. starting with ‘hidden field logic’
      1. you put in a series of statements to see what was returned in the hidden field (i called it selections) to see which question group to go to (5 question groups - brain, skin, energy, sleep,vitality - which correspond to the choices from the first form) - 

 

then on the last question in each question group you check to see if the selections variable contained the ‘next question group’ or the one following etc, to the end of the list or if nothing else jumpto ending 

keep in mind that as you progress through the question groups, you need to repeat this evaluation but  you can knock off the ‘top one’ from the list ie, the images above are for q1… on q2, the option to go to q2 would not exist.. etc.. 

call this a declining balance of questions … 

in this fashion you could walk through the first form to collect tombstone info and select main choices then walk the users through only the pertinent question groups .. but they all have to exist beforehand.. this does not dynamically create the question groups. 

or you could pass the string of choices as a text variable in an url instead of as a form answer. 

as i said these are random thoughts.. not sure if they are worth the screen real estate they take up, but if it sparks an idea.. yay!

 

des

View original

john.desborough
Forum|alt.badge.img+6

@jjeh - here are some random thoughts about how the 7 other voices in my head see options:

  1. assuming that you capture all the input from the 1st typeform in the klaviyo record (custom fields, etc.), my limited understanding of that platform says that you should be able to create the url to point to the ‘second typeform’ with a bunch of the field names and values ie: ...domain.typform.com/to/myform123#email=xxxxx&name=xxxxx&field1=xxxx&field2=xxxxx...etc
    1. this would pass the data into the ‘followup form’ so that you could use it as part of the text or description on a question - i do this as part of my data governance maturity assessment series where someone does a current state and then a future state quiz (setting benchmarks) then a ‘work in progress’ version of the assessment to see where they feel they have gotten along the path ie in the question description - the earlier assessments show Your current state: 2.2 and your Future State of 4.0, so from the options below choose where you are now (i present 10 choices in .5 increments) .. the earlier values are passed as hidden fields in the URL to the form 
  2. you could push all the data to a Google sheet in the first survey and then possibly populate a Google doc or a form from the data that could be pushed to Typeform (there is a tutorial in the Community on how to do that sort of thing)
    1. i think this would end up creating an individual typeform for each respondent since the ‘answer choices’ could possibly be drawn from the google sheet data into the response choice fields in the form - just speculating on that .. not something that i have done or tried at this point - but if you had thousands of clients doing this it would create a crap-tonne of typeforms (ie one for each client)
  3. you might be able to do something similar with Airtable to capture the first form data into Airtable as well and then use the integration/app in airtable to create the Typeform by pushing the data out of airtable - again not something that i have had time to test but there are some materials around here that might do that. @Liz - would airtable be able to do this?
  4. the Typeform API collection seems to have most of the capabilities that you are seeking but since i try to do all my work natively in the tool and avoid the API like the plague, it would be @picsoung and @mathio who would be best able to comment on that 
  5. theoretically, you should be able to present a list of choices to a user in first form (which of the following topics is of interest - ie select from your images above) and pass those choices to a second form that uses the logic of starting with the hidden fields (see image below) with a logic rule that addresses the following - assume 5 possible options a-e and n were selected in a multiple multiple choice - try out this example which is used for the screen shots below
    1. starting with ‘hidden field logic’
      1. you put in a series of statements to see what was returned in the hidden field (i called it selections) to see which question group to go to (5 question groups - brain, skin, energy, sleep,vitality - which correspond to the choices from the first form) - 

 

then on the last question in each question group you check to see if the selections variable contained the ‘next question group’ or the one following etc, to the end of the list or if nothing else jumpto ending 

keep in mind that as you progress through the question groups, you need to repeat this evaluation but  you can knock off the ‘top one’ from the list ie, the images above are for q1… on q2, the option to go to q2 would not exist.. etc.. 

call this a declining balance of questions … 

in this fashion you could walk through the first form to collect tombstone info and select main choices then walk the users through only the pertinent question groups .. but they all have to exist beforehand.. this does not dynamically create the question groups. 

or you could pass the string of choices as a text variable in an url instead of as a form answer. 

as i said these are random thoughts.. not sure if they are worth the screen real estate they take up, but if it sparks an idea.. yay!

 

des


Liz
Community Team
Forum|alt.badge.img+5
  • Tech Community Advocate
  • February 24, 2022

Thanks for this, @john.desborough ! Let us know how these ideas go for you, @jjeh . :grinning:


  • Explorer
  • February 25, 2022

@john.desborough Thank you very much for the thoughtful and long response! I will be giving some of these a go over the next few days.. @Liz I’ll report back! Really appreciate the help-


Liz
Community Team
Forum|alt.badge.img+5
  • Tech Community Advocate
  • February 25, 2022

Let us know how it goes, @jjeh !


picsoung
Typeform
Forum|alt.badge.img+5
  • Developer Advocate @ Typeform
  • February 25, 2022

I think the solution described by @john.desborough should fit your usecase.

You can also make it really generic, on the second form.
ex:

How do you about {{isssue}} ?

 

where issue is passed as query parameter / hidden field.

It’s a scalable solution, but could be harder to analyse later on.

Finally if you want to explore the API, you can create forms on the fly specifically for this user.


john.desborough
Forum|alt.badge.img+6

Thanks @picsoung 

 

cheers

 

 


Reply