To create surveys, you must have administrator or survey administrator privileges. Then, follow these steps (or watch our "Creating and Publishing Surveys" Tutorial):
Under the survey definition view page there are two text areas. The first one (Email Invitation Template) contains the message that will be displayed to the email recipients for email invitation surveys. The second one (Completed Survey Template) contains the message displayed to participants after completing a survey. Both templates can be modified with custom messages.
While creating or updating questions, there is a checkbox option labeled Mandatory. Enabling this option will prevent participants from advancing to the next page until an answer is provided.
While creating or updating questions, there is a checkbox option labeled Mandatory. Enabling this option will prevent participants from advancing to the next page until an answer is provided.
Once a survey has been published, it's ready to be filled out by participants. If the survey is made public, registering participants is not necessary. However, if the survey is made private, then an administrator must assign it to the appropriate participants. Here's how:
Modify the color and overall look of surveys by selecting a "Theme" in the Create New Survey or Update Survey windows. Clicking the Lookup Theme link (located to the right of the theme options) will display a preview of each theme.v
Randomization allows a survey to display questions and options in a different order each time. This clever feature is found in the create/update survey page window and in the create/update questions window.
Branching is a way to skip irrelevant questions based upon answer entries. While filling out surveys, there may be instances where particular answers require a participant to skip to specific questions or sections within the survey. To add branching logic to your survey:
The piping feature allows selected answers from questions to be incorporated into other questions.*
To do this, a parameter must be added to the question text. The parameter consists of a dollar sign, opening curly brace, page number, question number, and closing curly brace, written in that order.
For example: to use the answer from Question 4 on Page 2, we would add the following parameter inside the current question text: ${p2q4}.
* Please note: The piping feature only works by referencing answers from preceding pages. You cannot use an answer from a future page.
View, print and keep copies of survey entries by downloading them as PDF files. Here's how:
Statistics may be viewed in the application. Questions - separated into their respective pages - are displayed in the left panel, while data is shown in the right. View your survey statistics in 2 easy steps:
Survey statistics may be exported for data analysis using 3 different file formats: Excel, comma delimited or SPSS. (Use the comma delimited values or SPSS formats for surveys containing large amounts of data.) Here's how:
Only administrators can create both internal and external users. Here's how:
The process of creating a new external user is essentially identical, except:
The option to make a survey private or public is located in the Create New Survey and Update Survey windows. The checkbox is labeled as Available to Public. By default, the option is left unchecked so that participants will be required to log in with appropriate credentials to access the survey.
This message is displayed when a user attempts to sign into the application with an inactive account. Here's how an administrator can remedy this issue:
To export surveys:
To import surveys:
Here's another way to import surveys - but it's restricted to administrators only:
Datasets are collections of data that can be imported, then used to populate a list of options. The accepted format of datasets is the comma delimited values file. (Download an example of a dataset file on the Upload Dataset page.) Please note that the process of adding, updating, and deleting datasets is restricted to administrators only.
To add datasets:
Masks are text patterns to which responses must adhere. If a mask is applied to a question, a participant's entry to it must match the specific format of the mask. Only administrators are allowed to add, update, and delete masks. Masks may be applied during the question creation or update processes under the Validation Information section.
A comma delimited file containing survey participants' information may be used to send out email invitations for surveys. The format for the comma delimited files is first name, middle name, last name, and email address. You can download an example file on the Invite Participants page.
Note: Survey invitations may only be issued by administrators.
To send out survey invitations:
The total number of email invitations sent and opened is displayed, along with more detailed information per survey.