12 ways to increase survey programming efficiency
TRANSCRIPT
12 Ways To Increase Survey Programming Efficiency
Tuesday April 30th, 201310 AM PST/ 1 PM EST
Wednesday, May 1, 13
Welcome The First Education Hour!
About Education HourFaster Programming Tips
Q & A
Agenda ...
Esther LaVielleVP of Client Services
Wednesday, May 1, 13
What is Education Hour?One hour monthly education session open to all clients
Based on customer-driven feedback You tell us what you want to learn each month!
Goal: Offer a unique training session on a variety of topics, products, and services offered by Survey Analytics
Training Planned for 2013:
Turn Your Survey Into an Interactive SurveyHow To Recruit People Into Your PanelField Projects Made Easy with SurveyPocketHow to Run Mobile Survey ProjectsRun A MR Study Using Multiple Deployment Strategies
Wednesday, May 1, 13
Survey Programming Tips
• Use these short cuts, and save time programming surveys!
• Clients who have used these tips throughout the programming process save 20-30% time, catch programming mistakes prior to deployment, and have higher response rates.
• These tips come from the account management and support team who have learned these on the job and want to pass on to our clients.
• This powerpoint and recorded training session will be emailed to all attendees and available on our blog: http://blog.surveyanalytics.com
Wednesday, May 1, 13
Let’s help Pawnee, Indiana’s Parks & Recreation Department survey its citizens for a new park they want to build at Lot 48
How may swings, slides, and drinking fountains should they have?
What hours should to dog park be open for the public?
Should there be a concession stand ran by Sweetums Candy Company at the park?
How comfortable should our park benches be?
Wednesday, May 1, 13
1. Set your timezone under Account Settings
Time stamps to all your responses will be in your timezone
Same Timezone: EST
Wednesday, May 1, 13
1. Set your timezone under Account Settings
Time stamps to all your responses will be in your timezone
Same Timezone: EST
Wednesday, May 1, 13
Help Leslie Knope Update Her Timezone!
Click on email on top
right hand corner
Click on “Edit User Details” to change timezone Update, Save, and Finish
Wednesday, May 1, 13
Help Leslie Knope Update Her Timezone!
Click on email on top
right hand corner
Click on “Edit User Details” to change timezone Update, Save, and Finish
Wednesday, May 1, 13
Help Leslie Knope Update Her Timezone!
Click on email on top
right hand corner
Click on “Edit User Details” to change timezone Update, Save, and Finish
Wednesday, May 1, 13
Help Leslie Knope Update Her Timezone!
Click on email on top
right hand corner
Click on “Edit User Details” to change timezone Update, Save, and Finish
Wednesday, May 1, 13
Having a hard time remembering a survey with a particular subject mentioned? Find it with the Ad Hoc Query Tool!
The Ad-Hoc query tool allows you to search your survey database for arbitrary criteria
Search to find all responses that have a particular text that you put in
Allows for searches for Analytical Data, Open Ended Texts, and Customized Segments
Easy way to to start new project on subjects that were surveyed in the past
2. Use the Ad Hoc Query Tool' from Reports to datamine or search for topics
Wednesday, May 1, 13
Donna Meagle needs to find a survey she did 2 years ago involving the Happy Hands and Hearts Training Program to
show to Tom Haverford
Login » Surveys » Reports » Data
Management » Search
Select Search Mechanism:
Text DataData Analysis
Group Segments
Click “Search Database” to download report for review
Wednesday, May 1, 13
Donna Meagle needs to find a survey she did 2 years ago involving the Happy Hands and Hearts Training Program to
show to Tom Haverford
Login » Surveys » Reports » Data
Management » Search
Select Search Mechanism:
Text DataData Analysis
Group Segments
Click “Search Database” to download report for review
Wednesday, May 1, 13
Donna Meagle needs to find a survey she did 2 years ago involving the Happy Hands and Hearts Training Program to
show to Tom Haverford
Login » Surveys » Reports » Data
Management » Search
Select Search Mechanism:
Text DataData Analysis
Group Segments
Click “Search Database” to download report for review
Wednesday, May 1, 13
Save time saving frequently used questions in your question library
Demographic Questions
Survey question topics for Pawnee: Community Program Satisfaction, Park Services Testing, Movies In Park, Homeless Shelter Relocation, etc.
3. Use the Question Library for commonly repeated questions
Wednesday, May 1, 13
Jerry Gergich needs to save demographics
from an old survey and use it for a project launch of the 311 hotline
Select the Copy Question To Library option and Copy
To access your library of copied questions, click on Library/Survey Select questions to add to new survey
Wednesday, May 1, 13
Jerry Gergich needs to save demographics
from an old survey and use it for a project launch of the 311 hotline
Select the Copy Question To Library option and Copy
To access your library of copied questions, click on Library/Survey Select questions to add to new survey
Wednesday, May 1, 13
Jerry Gergich needs to save demographics
from an old survey and use it for a project launch of the 311 hotline
Select the Copy Question To Library option and Copy
To access your library of copied questions, click on Library/Survey Select questions to add to new survey
Wednesday, May 1, 13
Jerry Gergich needs to save demographics
from an old survey and use it for a project launch of the 311 hotline
Select the Copy Question To Library option and Copy
To access your library of copied questions, click on Library/Survey Select questions to add to new survey
Wednesday, May 1, 13
Share your question library with team members!Feature Added Q1 2013Cut down on the need to share full folders and ensure securityMake it easier to share specific question templates or questions related to a specific topic
4. Working as a team on similar surveys? Share your Question Library with others
Wednesday, May 1, 13
Chris Traeger And Ben Wyatt need to Leslie Knope to share her Question Library to audit Pawnee’s Animal
Control Department
Login >> My Question Library
Click on My Question Library Settings
Select team members to share Question Library with
Wednesday, May 1, 13
Chris Traeger And Ben Wyatt need to Leslie Knope to share her Question Library to audit Pawnee’s Animal
Control Department
Login >> My Question Library
Click on My Question Library Settings
Select team members to share Question Library with
Wednesday, May 1, 13
Chris Traeger And Ben Wyatt need to Leslie Knope to share her Question Library to audit Pawnee’s Animal
Control Department
Login >> My Question Library
Click on My Question Library Settings
Select team members to share Question Library with
Wednesday, May 1, 13
Chris Traeger And Ben Wyatt need to Leslie Knope to share her Question Library to audit Pawnee’s Animal
Control Department
Login >> My Question Library
Click on My Question Library Settings
Select team members to share Question Library with
Wednesday, May 1, 13
Share your survey link with your internal team or clients by using the“Draft/Collaborate” status.
Offer feedback within the survey template without having to use an email thread to manage edits to your survey.
Don’t forget to change it back to “Active” before deployment!
Select Survey Folder > Find Survey > Change Status: Draft/Collaborate
5. Use Draft/Collaborate Mode for QA prior to survey deployment
Wednesday, May 1, 13
Make testing all logic easier
Easier to test the usability of each question
Targets specific spots that need reworking
Seems like a no-brainer, but it’s a good reminder and a true time saver
Anything that saves the government time and money gets two thumbs up by Ron Swanson
6. Use Preview from specific question to test components rather than entire survey
Wednesday, May 1, 13
Make testing all logic easier
Easier to test the usability of each question
Targets specific spots that need reworking
Seems like a no-brainer, but it’s a good reminder and a true time saver
Anything that saves the government time and money gets two thumbs up by Ron Swanson
6. Use Preview from specific question to test components rather than entire survey
Wednesday, May 1, 13
Make testing all logic easier
Easier to test the usability of each question
Targets specific spots that need reworking
Seems like a no-brainer, but it’s a good reminder and a true time saver
Anything that saves the government time and money gets two thumbs up by Ron Swanson
6. Use Preview from specific question to test components rather than entire survey
Wednesday, May 1, 13
Make testing all logic easier
Easier to test the usability of each question
Targets specific spots that need reworking
Seems like a no-brainer, but it’s a good reminder and a true time saver
Anything that saves the government time and money gets two thumbs up by Ron Swanson
6. Use Preview from specific question to test components rather than entire survey
Wednesday, May 1, 13
One of the most underutilized tools among current clients!
Validate and Require specific questions or entire survey in one place
Add Page breaks to entire survey
Search and Replace
QA Logic and logic catch errors all in one page!
7. Use Global Options to make validation, question code updates, and more to entire survey.
Wednesday, May 1, 13
Ben Wyatt wants to require all questions to be answered . . .
Login » Surveys » (Select Survey) » Edit Survey » Global
Options
Check questions and select Update Selected Questions
Add Separations, Validation, update question codes and save changes
Wednesday, May 1, 13
Ben Wyatt wants to require all questions to be answered . . .
Login » Surveys » (Select Survey) » Edit Survey » Global
Options
Check questions and select Update Selected Questions
Add Separations, Validation, update question codes and save changes
Wednesday, May 1, 13
Ben Wyatt wants to require all questions to be answered . . .
Login » Surveys » (Select Survey) » Edit Survey » Global
Options
Check questions and select Update Selected Questions
Add Separations, Validation, update question codes and save changes
Wednesday, May 1, 13
Offers a secure storage site for testing all media within your surveys
Better alternative to non secure hosting sites (YouTube, Vimeo)
Is available for online and offline surveys
Pricing is dependent on storage room needed.
8. Looking for secure multimedia storage?
Media Bunker is available for use
“Ya Heard With Perd” needs Pawneeans to give feedback!
Wednesday, May 1, 13
Login >> Click on Edit Survey Tab Survey Options >> Media Bunker Choose File or Drag and Drop Files.
How to Access Media Bunker
Wednesday, May 1, 13
Access to US and international respondents to accommodate a broad spectrum of research needs.
Access to over 5 million members, who must each provide geographic, demographic, sociographic and psychographic information, accounting for over 400 data points
http://www.qsample.com
9. Need Respondent sample?
Buy through us with QSample
Wednesday, May 1, 13
Help Andy Dwyer find Baby Boomers to test out Park Benches for Lot 48
Wednesday, May 1, 13
Login >> Click Send Survey TabRespondent Access>> Request New
Quote
Select survey name>>Target Demographic>>Respondent Count>>
Notes>> Submit Request
Submit A Quote to QSample
Wednesday, May 1, 13
Action Alerts enables you to get notified immediately when someone answers in a particular way to your questions in your survey.
Example: Anne Perkins need to send send a report to the Parks and Recs team every time someone is interested in signing up for the Happy Hands Training Program.
10. Set up Action Alerts
Wednesday, May 1, 13
Login >> Click Edit Survey Tab >> Email Notification
Enable Action Alerts >> Set up Action Criteria
Configure Action, Email, Distribution list, Set up Subject and Email
Body,>> Click: Survey Response >>Save Changes
Set up Action Alerts
Wednesday, May 1, 13
11. Use 'Variable Mapping‘ to give your own field names to custom variables that you are using in the survey
Change your custom variables in your report to actual names!
Easy to identify
Easy to use for custom variable segmentation
Wednesday, May 1, 13
Login >> Click Edit Survey Tab >> Variable Mapping
Update “Values” that you want to have displayed instead of Custom
Variable 1,2,3 etc.
Update Codes. To pass multiple words through email list, survey, etc, use _ string between words. >> Save
Quota >>Finish
Set up Variable Mapping
Wednesday, May 1, 13
Replace ${custom1} with Newly Mapped Variable ${DateOfbirth}
Wednesday, May 1, 13
Variable Mapping in a survey
Variable Mapping in Reports
Variable Mapping
Wednesday, May 1, 13
Variable Mapping in a survey
Variable Mapping in Reports
Variable Mapping
Wednesday, May 1, 13
Variable Mapping in a survey
Variable Mapping in Reports
Variable Mapping
Wednesday, May 1, 13
12. Schedule Reminder emails
It is now possible to schedule reminder emails automatically to go out when you want.
Great news for April Ludgate who hates sending out reminder emails to all of Leslie Knope’s survey respondent.
She does not like people in general so anything that requires her to do nothing is good.
Wednesday, May 1, 13
Login >> Send Survey TabClick on Sent Items >> Send
Reminder
Update content of reminder email, select date to send, and click on
Schedule Reminder
Schedule a Reminder Email
Wednesday, May 1, 13
Email: Esther LaVielleVP of Client Services
24/5 Chat
Email Support: http://www.surveyanalytics.com/
help
Wednesday, May 1, 13
Thank youFor Joining Us!
See you at next month’s
Education Hour!
Wednesday, May 1, 13