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Table of contentsEnalyzer Survey Solution

1. Introduction.........................................................................................................................................................3

2. Create your first project.......................................................................................................................................3

3. Questionnaire......................................................................................................................................................3

3.1. Create text element......................................................................................................................................3

3.2. Create questions...........................................................................................................................................4

3.3. Dependencies and jumps.............................................................................................................................4

3.4. Move, delete and copy.................................................................................................................................5

3.5. Design...........................................................................................................................................................5

4. Launch..................................................................................................................................................................6

4.1. Test of questionnaire....................................................................................................................................6

4.2. Email vs. Link.................................................................................................................................................6

4.2.1. E-mail Launch........................................................................................................................................6

4.2.2. Link launch.............................................................................................................................................8

4.3. Search/respondents.....................................................................................................................................9

5. Analysis..............................................................................................................................................................10

5.1. Standard report..........................................................................................................................................10

5.2. Export of report..........................................................................................................................................11

5.3. User defined variables................................................................................................................................11

5.4. Filtered report.................................................................................................................................................12

5.5. Cross report....................................................................................................................................................13

5.6. Add statistics to your report...........................................................................................................................14

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1. IntroductionThe purpose of this quick guide is to give you a short guide to the basic features in Enalyzer Survey Solution (ESS). Therefore this guide will start with the creation of a new questionnaire, continue to the launch process and finally end with the analysis part (a guide on how to create different reports). Each paragraph will be supplemented with links to elaborating guides in the ESS Wiki.

If you have any further question, please use the wiki, our FAQ or contact support on support@enalyzer.com

2. Create your first projectFirst you need to create your first project, click on the Project button and then click on My projects. You’ll find the project button in the top of the system.

When you’re on the My projects page you’ll be able to see an overview over previous projects. If you’re a new user the overview will be empty. Click on the Project button in the bottom menu. A new window will open and here you need to submit a Project name and project description. The project name is the name that you’ll see on the overview under My Projects, i.e. customer satisfaction 2012. Under project description you need to submit at description of the project, i.e. that it’s launched in 2012 or other relevant information about the project.

When you have created your first project you’ll automatically be directed to the project and here you’ll see this design. In the top you can see the name on the specific project, and then you can see three tabs: Questionnaire, Launch and Analysis.

3. QuestionnaireFor each tab you’ll see a different menu in the bottom. In the questionnaire tab you have the following menu options. You can choose to setup the questionnaire, design the questionnaire and/or create different language versions of the questionnaire.

3.1. Create text elementThe first step in creating your questionnaire is to create text elements and questions, the content of the questionnaire. In the questionnaire part the system distinguishes between text elements and questions. A text element is an element that only consists of text, i.e. introduction text or the final thank you text. Typically the intro text is a short text that describes what the survey is about and how long it takes to answer the survey. The intro text is the first page the respondents see when they click on the link to the survey.

There are two options when you want to create your intro text, you can either click on the line You can add your first text by clicking here or you can click on the Text button in the bottom menu.

Remember to create a final element, when you have created all your questions. In the final element you can write Thank for your reply etc. When it’s the final element then tick off Final element of the survey and this will activate Link on survey completion. The link defines to which webpage the respondents should be directed when they have clicked End survey. This link can i.e. be your company’s webpage or a link to the intranet. You can also insert a link that will close the browser window, this link is: http://www.enalyzer.com/close.htm.

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3.2. Create questionsYou are now ready to start creating your questions. Click on the Question button to create your first question. There are two windows you need to go through to create a question. In the first window you’ll need to type/insert your question text, i.e. In which country do you live? There are some standard settings that can be changed when you create a new question; these settings can be changed by adding/removing a tick next to the setting. Read more here.

You need to choose question type before clicking Forward. It’s important to choose the right question type, since the question type is relevant in relation to the visual layout of the question and to the data output generated in the analysis part. Read more here.

When you have chosen question type then click Forward and a new window will open1. In the new window you need to add/type your response options. Response options are the different response categories that relates to the question text written in the first window. On the question regarding In which country do you live? the response options could be Denmark, Norway, Sweden, United Kingdom.

Click OK to finish the creation of your first question and repeat this procedure for each question in your survey.

3.3. Dependencies and jumpsIt’s possible to create a dynamic questionnaire by using the dependency and jump function. The function enables you to define that some respondents should get i.e. elaborating questions, based on a previous answer. For example it’s possible to define that respondents that answered Denmark should have two extra questions regarding Denmark, and therefore you only want these questions to be shown to respondents from Denmark and not to respondents from the other countries.

JumpWith the jump function you can define that respondents that have answered Denmark should Jump to question 15. The jump function is only relevant to use on single questions. Read more here.

Dependencies Dependencies can be used on single, multiple, matrix (sub questions) and 3D matrix (subquestions and dimensions) questions. Therefore dependencies enable you with good options to create a dynamic questionnaire. Read more here.

You have to add the dependency to the question that should have a conditional showing. I.e. if you only want question 11 to be shown to respondents that have answered that the live in Sweden, then it’s question 11 that you have to add the dependency to. First you have to tick off question 11 and click on the dependency button in the bottom menu. Click on New Group in the new window that opens up to define your first dependency.

1 If the new window doesn’t open then it has been blocked by a pop-up blocker. In that case you need to allow pop-up windows and create the question from the beginning again.

When you want to add a jump to a question, then first you have to tick off the question in the right side. Remember that it’s the question you want to jump from that you need to tick off.

Click on the button Jump in the bottom menu. And in the drop down choose which response option the jump should be added to. Click OK to add the jump.

You can check if you have added a jump, by clicking on the black arrow to the left side of the question. If you have added a jump then it will say Jump to no. X

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Choose True in the drop down menu next to T/F, under variable you can see all of your previous questions (no. 2. In which country do you live?) and choose = Sweden under Response option. Click OK and OK to add your dependency to the question.

In the window Apply the following condition you can see your dependency.

The dependency above should be interpreted in the following way: The question should be shown to respondents, when it’s true that the respondents in question 2 (In which country do you live?) have answered = Sweden. The question will therefore only be shown to respondents that have answered that they live in Sweden.

Notice: Dependencies are not activated in the View function. You need to create a test launch to check if the dependencies work as intended.

3.4. Move, delete and copy It’s possible to delete, move and copy questions. First you have to tick off the questions you want to delete/move/copy. The buttons will be activated when you have ticked off the specific questions.

Notice: it’s not possible to delete or move questions when you have launched your survey. If your launch is a test launch then you need to delete this to be able to delete and move your questions.

3.5. DesignUnder the design menu you can change the visual design of your questionnaire. All questionnaires are created in a standard ESS design template, but it’s possible to change this design, by clicking on the Design menu. Under the design menu you can change background colors, add borders, change fonts and add a background image and/or add a logo. Read more her.

It’s a good idea to add your company’s logo to the questionnaire since this will make it clear who the sender of the survey is. When you want to add a new logo to your questionnaire, first you have to click on the Graphic button. In the new window that opens you have to choose Remove to remove the existing Enalyzer logo. Then click Upload, browse and find the logo you want to add on your computer, finally click OK to upload your logo. It’s also possible to add a background image, to do this just follow the same procedure as described above.

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4. LaunchOn the Launch tab you launch your survey. By launch the system means send out e-mails or generate a public link that can be published on a webpage. It’s important to consider which launch type you want to use and it’s also important that you create a test launch to minimize spelling errors, errors in dependencies etc.

4.1. Test of questionnaireAs stated above it’s a good idea to do a test launch before you launch your survey to all your respondents. A test launch can minimize spelling errors, dependency errors etc. and you’ll get a sense of the time it takes to fill out the questionnaire. ESS does not distinguish between a test and a real launch and therefore you have to create your test launch exactly like a real launch. It’s a good idea to delete your test launch, when you are finished with testing the questionnaire. To delete a launch you just have to click on the Delete button.

4.2. Email vs. LinkThere are two launch types in ESS, E-mail and Link. Typically e-mail launch is used, when you know who your respondents are and therefore have access to their contact information like name and e-mail address. Link launch is typically used in cases where you don’t have any information about your respondents i.e. a survey on your webpage. One of the big differences between the two launch types is that an e-mail launch generates a unique link per respondent. This means that the respondent is able to take a break during his/hers response, the respondent can be deleted from the launch and in some cases you’ll be able to send reminder. If you choose a link launch you should notice, that since it’s a general link that’s generated from the system, the respondents will be able to submit all the responses they want to, they cannot take a break during their response and you cannot send out reminders.

Furthermore it’s important to notice that it’s not possible to combine the two types of launch. This means that you cannot create both an e-mail and a link launch on the same project.

You can read more on e-mail launch and link launch in the wiki.

4.2.1. E-mail Launch

A. Target group fileYou need to prepare a target group file before you can launch your survey. A target group file is a file with all your respondents. The target group file has to meet two very important requirements. The first requirement is that the first three columns have to be Firstname, Lastname and E-mail. After the e-mail column you can add additional background information. The second requirement is that you need to save your target group file as .csv (semicolon or comma delimited) format2. Read more here.

B. ContactsWhen you have saved your final file you need to import the file to ESS. First you have to create a new contact group (Click on the Contacts button) and then click on Contact. In the new window all you have to do is to give your contact group a name, and then click OK. On the Contact group overview you’ll see that your new contact group (with 0 contacts) has been created. Tick off the contact group and choose Import. An import guide will start and you can just follow this guide. In the Import own contacts window you’ll need to mark the variables in the left side and add them in the right side. Finally you’ll get to the Import summary and here you’ll see the number of imported contacts and you’ll also be warned against doubles (several respondents with the same e-mail address). Read more here.

C. InvitationThe next step, after having finished and imported your contact group, is to create the e-mail invitation. In ESS you’ll see a standard invitation, but it’s important that you customize this to the specific information. It’s a

2 If you use excel on mac, then the formas is .csv (windows semicolon separated values).

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good idea at include specific information about the survey, degree of anonymity and other relevant information regarding the survey. Read more here.

To edit the Invitation go to Launch, E-mail launch and Invitation.

D. ReminderOne of the advantages of using e-mail launch is that it’s possible to send out reminders. Reminders are normally sent after the survey has been launched and can be a good way to optimize your response statistics. In ESS you’ll find a standard reminder mail, but just as with the e-mail invitation it’s important that you remember to edit and customize your reminder e-mail.

Click on the Reminder button under Launch to edit the reminder text, and read more about sending reminders under step 6. Read more here.

E. Launch surveyYou have now imported your respondents and edited the e-mail invitation, which means that you are ready to launch your survey. Click on the Launch button to start the launch process.

An e-mail launch consists of three steps and it’s important that you get through all three steps. 1. Name the launch and choose degree of anonymity2. Choose contact group3. Send out e-mails

Step 1: Name the launch and choose degree of anonymityFirst you need to name your launch. It’s advisable to provide your launch with a name that makes it easy to remember, i.e. by naming your launch with year or date. The next thing you need to decide is which degree of anonymity you want your launch to be launched with. It’s a good idea to read some elaborating information on the different degrees of anonymity. Both partial and full anonymity has some limitations that are relevant to take into account before you launch your survey, i.e. it’s not possible to send reminders if you launch your survey with full anonymity. Read more on the different degrees of anonymity.

Click Forward when you have named your launch and chosen degree of anonymity.

Step 2: Choose contact groupIn the second step you have to choose which contact group you want to launch your survey to. All you have to do is to tick off the contact group(s) you want to launch to. Click OK when you have ticked off one or more contact groups. Then you’ll be presented with a pop-up window where it says You have configured your launch and are now ready to launch your survey. This will launch your survey to x contact group(s). Do you wish to continue?. Click OK if you want to continue, and then you get to the final step of the launch process (step 3 of 3). Step 3: E-mail check and send e-mailsThe final and third step of the launch process is the e-mail check window. Here the system will validate your e-mails, which means that the system will check if you have included the correct merge fields in your e-mail invitation. If you don’t see the final window, step 3 of 3 then your e-mail invitations haven’t been sent3. In the final step you can choose between the following options in step 3: Abort Launch, Launch without sending e-mails or Send e-mails. Click on Send e-mails if you are ready to send out your invitations.

F. Activate auto-reminder

3 If you haven’t seen this window then your launch has been launched without sending e-mails. This means that the survey has been launched, but that no e-mail invitations have been sent to the respondent. To check if the invitations have been sent out go to Launch and Search/respondents, under E-mail invitations sent = No and click Search in the bottom. If your search result shows all your respondents then no invitations have been sent. To send invitations manually go to Administration and Invitation.

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Your survey has now been launched and you can now activate the auto reminder. The auto-reminder will automatically send out reminders on a specified date or a number of days after the launch date. Go to the Launch tab and click on the Auto functions menu. Click on Autoremind to setup and activate the auto-reminder. First you have to choose which launch you want to activate the auto-reminder on. A new window opens, and in this window first you have to tick off Enabled and then you can specify which date (or number of days) you want the reminders to be sent on.

When the auto reminder has been enabled, ESS automatically searches for respondents with status ”No answer” at the specific date and time and automatically sends out reminders to the found respondents.

4.2.2. Link launch

A. Launch projectA link launch is a launch type where a general link is generated by the system. This means that the respondents all access the survey from the same link, and therefore respondents can click on the link several times.

There are two steps in a link launch:1. Name the launch2. Choose max number of completed respondents

Step 1: Name the launchThe first step of a link launch is to submit a name. It’s a good idea to give the launch a name, that makes it easy to remember what the launch covers, i.e. by naming them after year or month. When you have named the launch click Forward to go to step 2

Step 2: Choose maximum number of completed interviewsThe second step of a link launch is to choose a maximum number of completed interviews. The maximum number of completed interviews is the number of responses you can collect before the link is closed. Respondents that click on the link after the launch has reached its maximum will be directed to a page where it says The survey is closed. The survey is closed, and it is no longer possible to particitpate. Thank you for your interest. In some cases it’s advisable to submit an extra high number of maximum of completed interviews, by submitting an extra high maximum you can minimize the risk of the link closing and respondents being met with the page described above. Notice: the maximum number of completed interviews covers respondents that have answered the entire questionnaire and clicked End survey.

Step 2 – Distribution of the linkAfter having completed your link launch, the link to the survey is generated and you’ll find the link on the Overview tab. The link to the survey is placed under Survey Details and under Specifications.

It’s very important that you copy the link from “Specifications” and not the link from the browsers address line.

Step 3 – QR tagsWhen you create at link launch, a general link and a QR tag to the survey are generated. By scanning the QR tag with a smart phone or a tablet the respondents quickly can access the survey. Read more here.

The link is now ready to be distributed. All distribution of the link is something that you do outside ESS.

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4.3. Search/respondentsWhen you have launched your survey you’ll probably experience that some respondents will contact you regarding different issues, examples on these issues can be that they have deleted their invitation, that they want you to reset their answers, that they don’t want to participate in the survey etc. All of the inquiries are handled and administrated from the sub tab Search/Respondents.

Under the Launch tab you can see two sub tabs: Overview and Search/respondents.

The sub tab Search/Respondents is divided in different search fields, you can i.e. create a search on all respondents with status completed or you can create a search on a specific respondent e-mail address. First you have to fill in your search criteria and then click on the Search button in the bottom menu.

It’s important that you remember to click on the Search button. You’ll see a new page with your search result, when you have clicked on the Search button. In the bottom you can see that the Administration and Export menu have been activated.

E-mail: Delete respondentThere can be various reasons why it might be relevant to delete a respondent, i.e. if the respondent no longer works for the company.First create a search based on the respondents e-mail address, and then go to Administration and click Delete to delete the respondent. Read more here.

E-mail Send new invitation or manually send remindersIt’s possible to re-send a respondent a new e-mail invitation if the respondent by mistake has deleted the original e-mail. First create a search based on the respondents e-mail address, and then go to Administration and Invitation or Reminder. Read more here.

E-mail Change respondent statusIf a respondent already completed the survey, but subsequently wishes to change his answer, you can reset his answers so he’ll be able to submit new answers.First create a search based on the respondents e-mail address, and then go to Administration and Reset. Read more here.

E-mail Change respondents e-mail addressIf you have launched your survey to a respondent with an invalid or wrong e-mail address then you can change the respondents e-mail address and then send him/her a new invitation to the correct e-mail address. First create a search based on the wrong e-mail address and then go to the second icon to the right; it’s called View Respondent data. Change the e-mail address and click OK. When the e-mail address has been changed, then create a search on the new e-mail address and send a new invitation to the respondent. Read more here.

E-mail & Link Raw data fileA raw data file is an excel, .csv or .sav file including all data from then project. In the file you can see one line per respondent, which means that you can see what each respondent have answered on specific questions. To create a raw data file go to Launch and Search/respondents, in status choose Completed and click on the Search button in the bottom of the window. Then go to Export and Export, choose format and file type. You can choose between text or numbers, and in either Excel, CSV og SPSS format. Click Save as to generate your file.

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5. AnalysisOn the analysis tab you can setup your reports (tables and graphs) based on the data collected. Reports can be setup when the survey has been launched, and you don’t have to wait until all respondents have answered. If you setup a report during a launch, the reports will be updated with new data as new respondents answer the questionnaire.

When you click on "Analysis" tab, you will see the following:

If you want to see your old reports then click on Reports and find then you can find your old reports in the drop down menu. Click on the report name to go to another report.

5.1. Standard reportWhen you want to create a new report first you have to go to Report and New, a new window will open and here you need to submit a report name i.e. total report and then click OK.

Your new report has now been created. A new report is by default empty, which means that the first thing you need to do is to add the questions (report elements) you want included in the report. Click on the line where it says You can add your first table by clicking here to add your questions.

You’ll see this window when you have created a new report.

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A new window will open, under Choose variables mark your questions and click add in the Frequency side. If you want all your questions added then choose Standard frequency in the drop down menu Standard choice, click Add to add the marked questions to the Frequency side.

Finally you have to choose if you want your report to generate both tables and graphs or just one of them. Under Show with you can change the standard setting, if you only want tables or graphs in your report.

Click OK to add your report elements to the report. Follow this procedure if you want to create another report or read more here.

5.2. Export of reportWhen you have created your report you can see your tables and graphs by clicking View. If you want to change the reports setup, i.e. use other graph types, colors etc. you can export the report to Excel (tables/graphs) or Word (Open Answer). To export your report, go to the Export menu. Click on the Excel Standard button to export your tables/graphs to Excel and click on Word Open to export open answers to Word.

5.3. User defined variablesIf you have launched your survey with background variables such as department, country etc. you need to change your background variables to user defined variables before you can use them in your reports. When you have changed your background variables to user defined variables you can use them in cross reports or to filter a report on a specific value. You can change your background variables by clicking on the Variables menu and then click on Add.

First you need to name the user defined variable, here you have to write UDV (User defined variable) and the variables name, i.e. UDV Country. Under Method choose Create based on an existing variable… and click OK. In the next window you have to choose your background variable in the dropdown menu (i.e. BV. Country) and put tick off Keep synchronized on launch and finally click OK.

You have now transformed your background variable in to a user defined variable (UDV) and you can now use the UDV to create cross reports and filter your report elements.

If you have added several background variables repeat this process for each variable until you have a UDV for each background variable.

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5.4. Filtered reportA filtered report is a report type where you filter your report elements i.e. on a specific background variable value. This type of report is usually used when you want to segment/filter some data from the report. The filtered report is created like a standard report, see section 5.1.

When you have added your questions to the report you can add the filter to the report. A filter can either be a specific answer from one of the questions or a specific value from a background variable.

To add a filter go to Filters and click on the Append button.

In the new window that opens you have to choose which filter you want to add to your report. Under Variables you can see all of your UDV’s and questions. First choose the UDV or question you want to append as a filter, and under Choose value… choose the value you want the report to be filtered on. When you have chosen Variable and value click OK. A new window with the following text: The filter has been added to the selected items opens. The filter window will open again and here you can add another filter. If you don’t want to add another filter click Close to go back to the report.

When you have added a filter to your report you can see that there have been added little black arrows in the left side of each report element. By clicking on the black arrows you can see which filter you have added to the report.

Now you can see your report under Setup and View or you can export your report to Excel and Word.

When you have exported your report you can replace the filter by clicking on Filters and Replace. When you replace the filter again you have to choose the variable and a value. When you replace a filter the report will automatically be updated and only include data from the chosen department/country.

Here you can see that the filter UDV 1: BDV Country = Danmark has been added to the report. The report therefore only includes answers from respondents from Danmark.

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5.5. Cross reportA cross report is very useful report type if you want to compare data from i.e. departments or countries. In a cross report the system will generate a table and graph where you can see the collected data in different columns, i.e. a column for each country. You can see an example on a cross report below (additionally there has been added average values see more in section 5.6).

You can create cross reports on either questions or user defined variables.

When you want to create a cross report first you have to go to Report and New. Then you need to name the report and click OK. Click on the line You can add your first table by clicking here. A new window will open and here you have to define which variable you want to cross with. It’s very important that you add your UDV or question in the Cross side first.

In this case the cross report is based on the UDV country, which is why the UDV Country has been marked and added to the Cross side. In the Frequency side you need to add the questions (or sub questions you want the variable to be crossed with). It’s possible that the system will show a pop-up where it says This variable cannot be crossed, this pop-up is shown if you try to add open answer questions.

Notice: on matrix and 3D matrix questions you need to mark and add the sub questions in the Frequency side.

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5.6. Add statistics to your reportIn each table and graph you’ll see that both elements include Number of responses and Percentages. These are the two standard settings on every report you create.

If you want to add additional settings/calculations such as Number of replies and Average values you can get the system to add these calculations. It’s also possible to remove number of responses or percentages; the only thing you need to keep in mind is that you need minimum two statistic settings in your report.

To add or remove statistics to your report go to Setup and Statistics. A new window will open, and here you can see the different statistic settings that can be added to your report. To add/remove a setting all you have to do is to tick off the specific setting, click OK and the report will then be updated with the new setting.

Tick off average values and number of replies to add the chosen settings and click OK to update your report with the new data.