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Tutorial: Choose Spreadsheet (Public ID)

Overview

This tutorial demonstrates how to use the Choose Spreadsheet (Public ID) randomisation component. This component allows you to assign participants to a spreadsheet by matching their Public ID.

To use this component, your task must contain multiple spreadsheets, and you must use a recruitment policy that allows you to define a set of Public IDs yourself. For example, Supervised, Email Shot or, Email ID policies all work well with this component.

In this example, the task contains three spreadsheets: Yellow, Red, and Blue. In the task’s spreadsheet tab, we add the Choose Spreadsheet (Public ID) component. Then, in the component’s Match field, enter the part of the participant's Public ID that you want to use for assignment (for example, Yellow, Red, or Blue). Next, use the Spreadsheet dropdown to select the spreadsheet that participants should be assigned when that match is found. If the stem of the participant’s Public ID matches the text in the Match field, the participant will be assigned the corresponding spreadsheet.

In the Participants Tab, we can see that the experiment is using the supervised recruitment policy. The Public IDs allocated to participants correspond to the Match values in the Choose Spreadsheet (Public ID) component (for example, Yellow1, Red1, and Blue1). As a result, each participant is automatically assigned to the corresponding spreadsheet based on their Public ID.

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