Requiring participants to log in to a survey

Participant Log In lets you require participants to log in with a resident account before they continue past a point you choose in your survey, or before the survey starts. Responses from logged-in participants are linked to their resident account, and your export shows a Resident ID for each one, so you can see when the same person has taken part across surveys.

Availability

Participant Log In is available on DIY engagement surveys only. It isn't available on Live Engagement surveys, Zencity Managed surveys or Quick Polls.

Adding a Participant Log In

In the survey builder, there's an + Add Page button above your first page and below every page.

1. Find the + Add Page button where you want participants to log in. To require login before the survey starts, use the button above page 1.
2. Click the arrow (⌄) on the right side of the button.
3. Choose Add Participant Log In.

A Participant Log In row appears in that spot, with a person icon marking its position in the page list on the left. Every page after it requires participants to be logged in.

Placement rules

• One per survey. Once you've added a Participant Log In, the option is greyed out in every menu.
• Before page 1 or between pages. It can't go after your last page, since there would be nothing left to log in for.
• Single-page surveys can have a Participant Log In, placed before page 1.

Moving or removing it

Select the Participant Log In row to show its toolbar, then use Move up, Move down or Delete.

Deleting happens immediately, with no confirmation step, so double-check before deleting on a published survey. Once it's removed, you can add a new one anywhere.

Publishing

If you delete or reorder pages after adding a Participant Log In, it can end up after your last page. If that happens, you'll see a message when you try to publish. Select Review Survey to jump to the Participant Log In, move it to a valid spot, then publish again. 

Duplicating and templates

The Participant Log In is copied when you duplicate a survey or create one from a template.

What participants see

• Not logged in: When participants reach the Participant Log In, they're asked to log in before they can continue. If it's placed before page 1, this happens before they see any questions.
• Already logged in: Participants who are already logged in, including anyone who logged in earlier from the top of the page, continue straight through without a log-in step.
• Jump logic can't skip it: Every page after the Participant Log In requires login, even if jump logic would send a participant past it.

Responses and exports

• When a participant logs in, all their answers in that response are linked to their resident account, including answers given before the log-in point.
• Your survey export includes a Resident ID column. It shows the resident ID for logged-in responses and is empty for anonymous ones.
• If a participant reaches the log-in point and doesn't log in, the answers they gave before it are saved as an anonymous partial response.

Good to know

• Kiosk mode: Participant Log In and kiosk mode can't be used on the same survey. 
• Embedded surveys: If you embed your survey on your own website, test the log-in step on your site before launching.