Before you begin, please note that the Tango incentive must be added to the Qualtrics Survey that is created by your study team. Once you have created your survey, follow the steps below to add the incentive to your survey BEFORE sending the survey to your participants to complete. Failure to complete the following steps before the survey is distributed will result in your participants not receiving their gift card at the end of their survey.
1. Log in to your Qualtrics account on the UTRGV Home page. Click on the Survey you will be creating a workflow for with Tango.
2. Click on ‘Workflows’
3. Click ‘Create a Workflow’
4. Click on ‘Started when an event is received’
5. Click on ‘Survey Response’
6. Ensure ‘Newly created responses’ has a checkmark and click ‘Save’
7. Click on the ‘+’ and then click on ‘Add a task’
8. Search for ‘Tango’ in the search box
9. Select Tango as an extension. It connects to your Qualtrics incentive. If you’re connecting your Tango Platform to Qualtrics for the first time, select Add a user account.
NOTE: Get Qualtrics API Key from Tango Portal
- Sign in to the Tango portal.
- Click Integrations on the left menu.
- Find the Qualtrics app and click Manage.
- On the next page, click Integration settings.
- ****THIS SPACE IS FOR THE PENDING IMAGE****
- The 'Qualtrics API keys' page contains the information you need to complete Step 10 and Step 11.
10. To establish the connection in the Qualtrics application, enter the following:
11. Click Connect account. You have connected the account for the Tango task in your workflow.
12. Choose how you’ll collect Respondent Email addresses. When building the survey to collect the participants email addresses, it is crucial to eliminate the option for anonymous responses. This is essential if you wish for participants to receive a reward, as all rewards are sent through email.
*Please note, your survey must include a field that asks for the participant's email address in order for the Tango Card to be distributed.
13. Enter the Tango Incentive Reference ID provided to you by the OCR Representative via email.
14. Review the incentive details and click Save. Your incentive is ready to go!
For additional information read the Article - About Qualtrics.