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Sopact Survey

Step by Step Guide

Add security item Access Token to resume/update the progression of Survey

In this article, you will learn to add the Security Item - Access Tokens and generate tokens.

Problem

You have a long survey with multiple pages and want to save the progress without submitting the survey / update the submitted answers in the survey. You want to be able to return to this point at any time to resume the survey where you left off or to update the answers after submission.

Before going through this article we strongly recommend that you go through the article.

Creating a survey

Solution

This is accomplished this by adding a Security Item Access Token and enabling it. In this article, we will learn how to add security item "Access Token" and generate the tokens.

Let's understand how to do this.

Step 1 : Create a survey with the required questions as shown below :

Step 2 : Go the Security and Add the Access Tokens.

For ease of understanding, this article is divided into two parts.

PART 1 : Creating Token

PART 2 : Administering the survey using tokens.

PART 1 - CREATING TOKENS

What are Tokens -

Tokens are pre-generated unique values that respondents can use to gain access to the survey. Step 3 : Once the Access Token is added, the below screen is shown : Screenshot1

Tokens security properties

Token source variable name - It is the browser querystring variable that holds the token value when you want that the token security item retrieves automatically the token from the browser's querystring.

Allow access to valid tokens only -

If this option is not enabled, the survey will open to respondent who don't have any tokens.

If this option is enabled, respondent without token will not be able to take the survey.

Hide login screen if no valid token has been found dont show to the respondent the user interface to enter the token.

Step 4 : Provide an appropriate name to token source variable. Let's name it mytoken

Also, enable the key provider mode.

Step 5 : To generate the tokens, let's click on Token Generator.

There are three ways to generate tokens.

1. Generated automatically using the Token Generator (Automatic generator)

2. Create (Individual entry)

3. Import your own set of token values(CSV file).

Tip : These tokens are instrumental in retrieving respondents responses.

When a token is allocated to respondent, Sopact Survey will associate that token with the respondent's responses, allowing you to restore the surveys and update the respondent's responses based on the allocated token.

Also, these tokens are simply text values, you can easily distribute them to your respondents via any electronic or non-electronic method.

Step 5 : Lets go to Automatic generator.

Step 6 : Let's generate the token from Token Generator using Generate new tokens as shown below :

There are three types of tokens that can be automatically generated. It can be Alphanumeric or Numeric or GUID

Example

Alpha numeric abcd12345

Numeric 56789123

GUID : b97b5acb-fb3d-4cc8-aa2c-d0d56158a029

Number of tokens to be generated - is the number of token values that will be generated. By default it is 64. However, you can generate upto maximum of 1000 tokens.

Token length - is the length of each token value

Step 7 : Click on the token of your choice and click on Generate new tokens.

In this article, token that have been generated using Token type - Alpha numeric

Step 8 : Once generated, tokens can be viewed from the Manage Tokens tab as shown in the image in Step 3.

Step 9 : These tokens can now be used while administering the survey.

We have learnt how to create tokens.

PART 2 : Administering the survey using these tokens.