Task Recruiter Help Docs

Task Recruiter Help Docs

Setting Custom Attributes using Query String Parameters

Collecting Basic Demographic and User Information from Query Strings

Targeting Participants Using Basic Demographics

Targeting Participants Using Custom Attributes

Targeting or Excluding Previous Participants

Setting the End of Activity Link

Coded and Scored Basic Demographic Information

Maximum Time Allowed Before Timeout

Setting Custom Attributes Individually and in Bulk

Sending Messages Individually and in Bulk

Sending Bonuses Individually and in Bulk

Transaction Log

Glossary

Setting Custom Attributes using Query String Parameters

Task Recruiter can have custom attributes set dynamically for participants using query strings appended to the end of activity link.

For example you could set a custom attribute “favourite_color” as “blue” by adding &favourite_color=blue to the end of activity link.

Here is an example:

https://www.taskrecruiter.com/#/f?task_id=ID&favourite_color=blue

A few things to note:

You can see an example here (or look at the code here).

Collecting Basic Demographic and User Information from Query Strings

Task Recruiter collects basic demographic and user information about our participants that you can use to target participants and report on and even use to customise your study.

The basic demographic and user information currently includes:

Name

Key

Example Value

Age

age

28

Year of Birth

year_of_birth

1989

Education

education

Completed master's degree (MA, MS, MEng, MEd, MBA, or other)

Education (score)

educationScore

6

Gender

gender

male

Gender (coded)

femaleAs1MaleAs0

0

Income

income

$60,000 to $84,999

Income (score)

incomeScore

4

Income (estimate)

householdIncomeEstimate

72500

ID (Task Recruiter)

task_recruiter_id

a1bcd234

ID (Mechanical Turk)

mechanical_turk_id

AB0123ABCDEF1

Country (of computer)

computer_country

United States

Device Type

device

smartphone

This information is automatically passed through to the activity URL (e.g. survey) which you can then store, or even use in an activity like this.

Depending on the software you are using for your study, you may need to set up your software to accept these participant attributes. We recommend using Guided Track because by default it will accept any query string while most other tools require that you set them up. Here are instructions for popular survey tools:

Targeting Participants Using Basic Demographics

Task Recruiter collects basic demographic and user information about our participants that you can use to target participants and report on and even use to customise your study.

When you are creating a run you have the opportunity to specify the demographics of the participants you are targeting (along with other custom attributes and extras).

The basic demographics available to everyone include age, gender, education and household income. These are all in the “demographic attributes” section of the “advanced” pane when you create a run.

Targeting Participants Using Custom Attributes

If you want to target participants based off more than the basic demographic and user information you can use custom attributes. These can be set individually or in bulk in the run interface or dynamically using a query string parameter.

When you are creating a run you have the opportunity to specify the custom attributes of the participants you are targeting (along with basic demographics and extras).

These are set in the “custom attributes” section of the “advanced” pane when you create a run.

Targeting or Excluding Previous Participants

There are many cases in which you may want to target (include only) or exclude previous participants for a run.

For example, you may want to only allow participants who did a previous run in cases where you are doing a follow up study. Or in cases where you are doing multiple versions of the same activity you may want to exclude participants.

There are two ways to do this, one is by creating a subsequent run in a project (where you’ll be prompted to specify) and the other is using custom attributes.

Subsequent Runs

When you create a subsequent run within a project you’ll be asked how you want to handle previous participants.

Custom Attributes

You can set custom attributes individually or bulk in the participant tab of the run interface or dynamically using URL query strings.

You can then target them in the “custom attributes” section of the advanced pane in a run. See Targeting Participants Using Custom Attributes.

Setting the End of Activity Link

To finish a run and receive their incentive, all participants must finish the activity by clicking (or being redirected to) a end of activity link.

This will automatically approve them as having completed the activity.

You will need to ensure that the participant has properly completed the activity and their data has been saved before you give them the link or redirect them.

There are two ways to add a end of activity link:

Coded and Scored Basic Demographic Information

When we pass through demographic information to your activity using URL query strings we code some of the information to make it easier for you to do your study analysis.

Here are how the answers are coded for the basic demographic information:

Gender

Keys

gender

femaleAs1MaleAs0

Values

male

0

female

1

other

0.5

Education

Keys

education

educationScore

Values

No schooling at all completed

0

Completed nursery school through 8th grade only, no high school

1

Completed only high school or the equivalent (for example: GED), no college

2

Completed trade/technical/vocational training

3

Completed associate degree only, no bachelor's degree (AA, AS or other)

4

Completed bachelor's degree (BA, AB, BS or other)

5

Completed master's degree (MA, MS, MEng, MEd, MBA, or other)

6

Completed professional degree (JD, MD or other)

7

Completed doctorate degree (PhD, PsyD, EdD or other.)

8

Income

Keys

income

incomeScore

householdIncomeEstimate

Values

Less than $9,999

0

5000

$10,000 to $24,999

1

17500

$25,000 to $39,999

2

32500

$40,000 to $59,999

3

50000

$60,000 to $84,999

4

72500

$85,000 to $114,999

5

100000

$115,000 to $149,999

6

132500

$150,000 to $199,999

7

175000

$200,000 or more

8

225000

Maximum Time Allowed Before Timeout

When you set the estimated average completion time on each run we will set the maximum allowed time as 2.5x the average. If a participant takes longer than this they will time out and they will not be able to complete the run and their spot will be made available for another participant.

Please ensure you have accurate average time estimates, err on the side of longer and as a rule of thumb add approximately 1 minute to allow time for participants to start and finish the run (they may be writing feedback or providing basic demographic information).

Setting Custom Attributes Individually and in Bulk

Need to add custom information participants into the Task Recruiter system? This feature enables you to set "Custom Attributes” for participants.

You may want to target participants based on have custom demographic information, previous results from other tasks and many other custom variables. This enables you to set the custom attributes individually and in bulk. You can also set these by using URL Query Strings.

The setting of custom attributes can be accessed by:

  1. Navigating to whichever run you are after
  2. Going to the participants tab
  3. Clicking the hamburger menu (three horizontal lines) in the top right hand corner (near the search bar) or right next to the specific participants.

Watch the video walkthrough of the custom attributes feature.

Note: when setting custom attributes in bulk you can only set one custom attribute at a time, and the values must be the same for everyone that you are setting it to (e.g. if you wanted to set attribute1 as 5 for participant1 and attribute1 as 2 for participant2 then you'd need to do it separately).

Sending Messages Individually and in Bulk

Need do contact a participant? This feature enables you to send messages to participants, it can be done individually and in bulk for many participants.

The messaging feature can be accessed by:

  1. Navigating to whichever run you are after
  2. Going to the participants tab
  3. Clicking the hamburger menu (three horizontal lines) in the top right hand corner (near the search bar) or right next to the specific participants.

Watch the video walkthrough of the messaging feature.

Note: bulk messages will send the same text to all participants (i.e. there are no merge fields – it is strictly a bulk message)

Sending Bonuses Individually and in Bulk

Need to send extra money to a participant? This feature enables you to send a “bonus” to a participant (or multiple participants). Common usages for this feature include (a) you want to say an extra thank you; (b) you are paying them for a follow up task (c) you want to reimburse them for a technical difficulty (d) you underestimated the time of the task and want to reimburse them for their time.

The bonusing feature can be accessed by:

  1. Navigating to whichever run you are after
  2. Going to the participants tab
  3. Clicking the hamburger menu (three horizontal lines) in the top right hand corner (near the search bar) or right next to the specific participants.

Watch the video walkthroughs for individual and bulk bonusing.

Note: currently bonusing is done by Assignment ID only, although we hope to bring in bonusing by Participant ID or Mechanical Turk ID soon. In the meantime you can find the assignment ID in the participants tab within the run.

Transaction Log

Need to reconcile transactions or figure out what money was spent on which task? This feature enables you to see every transaction you make on the platform.

The transaction logging is available by

  1. Going to your account settings
  2. Going to the billing tab (at the bottom)

Watch the video walkthrough of the transaction log in billing pane.

Notes

Glossary

Project:        The top level container that contains the various runs in your study.

Run:        The specific instance of an activity with specific participants and payment.

Activity:        The content of your study (survey, program, etc) that participants are directed to.

End of activity Link: The link of the webpage that participants must visit to be automatically approved.