How to connect Methodify and Sawtooth projects

This article will guide you through the process of connecting a Sawtooth project with a Methodify project. Follow the steps below to ensure proper setup, test linking, and data tracking.

Step 1: Access your Sawtooth Account

• Login to your Sawtooth account.

• Find and open the project you want to connect with

Step 2: Configure your Sawtooth survey link

• Go to: Share > Add Variables

• Add the following variables:

  • redirectURL

    • Include in URL

    • Unique ID

  • UUID

    • Include in URL

Note: These variables allow seamless link redirection and tracking between Sawtooth and Methodify. UUID will be used to link respondents from Methodify and Sawtooth 

Step 3: Set Up the Survey End Link

• Go to: Create > Endings > End1

• In the redirect box, enter the following: {{redirectURL}}

Step 4: Publish Changes and Test End-to-End

• Click Publish in Sawtooth to apply your updates.

• Switch back to Methodify.

• Test the end-to-end survey flow by using the Methodify test link to ensure the survey begins and redirects properly.

Step 5: Confirm UUID is Captured in Data

Before clearing test data:

• Download your Sawtooth data file.

• Open the file and confirm that UUID is present.

Note:  This is critical for matching Sawtooth respondents back to Methodify's respondents.

You're All Set!

Your Sawtooth and Methodify project is now ready for soft launch and live data collection with end-to-end tracking in place.