Loop and merge in Qualtrics - Random & Equal Allocation?

2 min read 07-10-2024
Loop and merge in Qualtrics - Random & Equal Allocation?


The Power of Loop & Merge in Qualtrics: Random & Equal Allocation Simplified

Qualtrics is a powerful survey platform, but sometimes achieving specific research goals requires a bit of extra finesse. One common challenge is randomly allocating participants to different survey blocks while ensuring an equal distribution across all groups. This is where the "Loop & Merge" functionality comes in handy.

Imagine this scenario: You're conducting a study comparing two different product designs. You want to show each participant one design, randomly chosen, but you need an even split of participants seeing each design.

Here's how you might approach this using traditional Qualtrics methods:

Block 1: Design A
Block 2: Design B

[Randomization logic]

While seemingly simple, this method can lead to uneven group sizes, especially with smaller sample sizes.

Enter Loop & Merge! This advanced feature offers a robust solution by:

  1. Creating loops: You define multiple survey blocks, each representing a different treatment or condition (e.g., Design A, Design B).
  2. Merging the loops: Participants are randomly assigned to one of the loops, ensuring an even distribution across groups.

Here's how it works in practice:

Step 1: Create your survey blocks.

  • Create a separate block for each design or treatment.
  • Ensure each block contains the same questions or elements, except for the specific design/treatment being displayed.

Step 2: Create a Loop & Merge block.

  • Go to the "Add Question" menu and select "Loop & Merge".
  • Configure the block:
    • "Loops": Define each survey block as a separate loop.
    • "Randomization": Select "Random" to assign participants randomly to a loop.
    • "Equal Allocation": Enable this option to ensure an equal number of participants in each loop.
  • "Merge": This will automatically create a single merged block from the defined loops, allowing you to maintain a single, seamless survey experience for participants.

Step 3: Configure the survey flow.

  • Use branching logic or other Qualtrics tools to direct participants through the appropriate loops based on your study design.
  • This ensures that only relevant questions are displayed for each participant.

Benefits of using Loop & Merge:

  • Guaranteed equal allocation: Provides a balanced distribution across all groups, eliminating the chance of uneven sample sizes.
  • Randomization control: Ensures each participant receives a randomly assigned treatment or condition.
  • Simplified survey flow: Merges multiple blocks into a single, streamlined flow for participants.

Example:

Let's say you're conducting a study with three different product designs (A, B, and C). You want to randomly assign participants to see only one design, with an equal number in each group. Using Loop & Merge, you can:

  1. Create three separate blocks, one for each design.
  2. Define a Loop & Merge block with "Random" and "Equal Allocation" enabled.
  3. Link these blocks to the Loop & Merge block, ensuring each participant is randomly assigned to see only one design.

Conclusion:

Loop & Merge is a powerful tool for achieving random and equal allocation in Qualtrics. By utilizing this feature, you can streamline your survey design, ensure balanced group sizes, and maintain a seamless user experience for participants. This can greatly enhance the accuracy and reliability of your research findings.

Further resources: