tour of the new survey analytics user interface

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What’s New On Survey Analytics: User Interface Thursday June 27th, 2013 10 AM PST/ 1 PM EST Thursday, June 27, 13

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In this edition of Survey Analytics Education Hour, we are pleased to share what's new in the Survey Analytics User Interface and demonstrate these features. The most exiting part of our new interface is the user friendliness we are providing to make you more efficient in using our online platform. Highlights: -Create Custom Infographics from Survey Results -New Search and Command Line Interface -TONS of New Shortcuts -Only Two Clicks to Add Survey Questions -XML Survey Data Export Now Available in Reporting -Welcome Emails for Panel Registrations -Add Custom Landing Pages to Your Panel - Make it Your Own! -Change Popup Display Interval Times on Website Popup Surveys -Embed Code To Add Feedback Surveys Into Your Own Mobile Application And Much Much More! This is only the beginning of enhancements from Survey Analytics in 2013. Thank you for using our tool and we look forward to your feedback and participation in the next Education Hour.

TRANSCRIPT

Page 1: Tour of the New Survey Analytics User Interface

What’s New On Survey Analytics:User Interface

Thursday June 27th, 201310 AM PST/ 1 PM EST

Thursday, June 27, 13

Page 2: Tour of the New Survey Analytics User Interface

Welcome To The Education Hour!

About Education HourNavigate SA’s New User Interface & Updates

Q & A

Agenda ...

Esther LaVielleVP of Client Services

Thursday, June 27, 13

Page 3: Tour of the New Survey Analytics User Interface

What is Education Hour?

One hour monthly education session open to all clientsBased 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:

How To Recruit People Into Your PanelField Projects Made Easy with SurveyPocketHow to Run Mobile Survey ProjectsRun A MR Study Using Multiple Deployment Strategies

Thursday, June 27, 13

Page 4: Tour of the New Survey Analytics User Interface

New User Interface

Thursday, June 27, 13

Page 5: Tour of the New Survey Analytics User Interface

New User Interface

Thursday, June 27, 13

Page 6: Tour of the New Survey Analytics User Interface

New User Interface

Thursday, June 27, 13

Page 7: Tour of the New Survey Analytics User Interface

New User Interface

Symbolizes 4 pillars of the Enterprise Research Platform:

Online Surveys

Custom Panels

Mobile Research

Analytics

Thursday, June 27, 13

Page 8: Tour of the New Survey Analytics User Interface

Get updates when you login...

Check out your Bulletin Board for immediate updates, important news, and tips on the site!

Thursday, June 27, 13

Page 9: Tour of the New Survey Analytics User Interface

Edit Survey Page

Changes found in Right Navigation bar of Edit Survey page:

“Display Option” renamed as “Settings”.

“Folder name” will also be displayed along with “survey name” just above the Add/Edit Question link.

“Global Option” renamed as “Survey overview”.

Connection Section has been removed. {SalesForce.com CRM has been moved to Integration tab}.

Now Multimedia Bunker and Image/Multimedia (now renamed as “Library”) links are been moved under Images/Multimedia Section.

Thursday, June 27, 13

Page 10: Tour of the New Survey Analytics User Interface

Integration Page

New Section “Cloud Connectors” is been added under right navigation bar on Integration page

Salesforce.com CRM, Rapid Feedback, Web analytics links will be displayed under “Cloud Connector” section

XML Export link is been removed from API/Data flow section {Now it will be displayed under Export Data section on Report page}

Thursday, June 27, 13

Page 11: Tour of the New Survey Analytics User Interface

Reports

“XML Data Export” is been added in Export Data Section {reports can be downloaded in “Xml” format now}.

Thursday, June 27, 13

Page 12: Tour of the New Survey Analytics User Interface

*Panel*

“Welcome email” is been added to the panels. When user panel member joins - they will get a welcome email.

Added ability to enable captcha on sign up

Ability to add custom pages

Added Events Module to panels

Customize Default tab when respondents login: My Surveys, Rewards, Events, etc.

Tester Member – Have a bunch of test members : For this you will have to set the selected members account in tester mode

!!

Thursday, June 27, 13

Page 13: Tour of the New Survey Analytics User Interface

*Panel*

“Welcome email” is been added to the panels. When user panel member joins - they will get a welcome email.

Added ability to enable captcha on sign up

Ability to add custom pages

Added Events Module to panels

Customize Default tab when respondents login: My Surveys, Rewards, Events, etc.

Tester Member – Have a bunch of test members : For this you will have to set the selected members account in tester mode

Thursday, June 27, 13

Page 14: Tour of the New Survey Analytics User Interface

*Panel*

“Welcome email” is been added to the panels. When user panel member joins - they will get a welcome email.

Added ability to enable captcha on sign up

Ability to add custom pages

Added Events Module to panels

Customize Default tab when respondents login: My Surveys, Rewards, Events, etc.

Tester Member – Have a bunch of test members : For this you will have to set the selected members account in tester mode

Thursday, June 27, 13

Page 15: Tour of the New Survey Analytics User Interface

*Panel*

“Welcome email” is been added to the panels. When user panel member joins - they will get a welcome email.

Added ability to enable captcha on sign up

Ability to add custom pages

Added Events Module to panels

Customize Default tab when respondents login: My Surveys, Rewards, Events, etc.

Tester Member – Have a bunch of test members : For this you will have to set the selected members account in tester mode

Thursday, June 27, 13

Page 16: Tour of the New Survey Analytics User Interface

*Panel*

“Welcome email” is been added to the panels. When user panel member joins - they will get a welcome email.

Added ability to enable captcha on sign up

Ability to add custom pages

Added Events Module to panels

Customize Default tab when respondents login: My Surveys, Rewards, Events, etc.

Tester Member – Have a bunch of test members : For this you will have to set the selected members account in tester mode

Thursday, June 27, 13

Page 17: Tour of the New Survey Analytics User Interface

*Panel*

“Welcome email” is been added to the panels. When user panel member joins - they will get a welcome email.

Added ability to enable captcha on sign up

Ability to add custom pages

Added Events Module to panels

Customize Default tab when respondents login: My Surveys, Rewards, Events, etc.

Tester Member – Have a bunch of test members : For this you will have to set the selected members account in tester mode

Thursday, June 27, 13

Page 18: Tour of the New Survey Analytics User Interface

*Cool New Stuff*

Command Interface - Tell it what you want, and we deliver the results

InfoGraphic Reports – Added customization options / Logo etc. Changed the logo to new SA logo, and able to save that in PDF

Shared Main folder will be referenced with user email

Download specific question raw data

Scheduler Reports – Added End Date on that so that it doesn’t run forever

Thursday, June 27, 13

Page 19: Tour of the New Survey Analytics User Interface

*Cool New Stuff*

Command Interface - Tell it what you want, and we deliver the results

InfoGraphic Reports – Added customization options / Logo etc. Changed the logo to new SA logo, and able to save that in PDF

Shared Main folder will be referenced with user email

Download specific question raw data

Scheduler Reports – Added End Date on that so that it doesn’t run forever

Thursday, June 27, 13

Page 20: Tour of the New Survey Analytics User Interface

*Cool New Stuff*

Command Interface - Tell it what you want, and we deliver the results

InfoGraphic Reports – Added customization options / Logo etc. Changed the logo to new SA logo, and able to save that in PDF

Shared Main folder will be referenced with user email

Download specific question raw data

Scheduler Reports – Added End Date on that so that it doesn’t run forever

Thursday, June 27, 13

Page 21: Tour of the New Survey Analytics User Interface

*Cool New Stuff*

Command Interface - Tell it what you want, and we deliver the results

InfoGraphic Reports – Added customization options / Logo etc. Changed the logo to new SA logo, and able to save that in PDF

Shared Main folder will be referenced with user email

Download specific question raw data

Scheduler Reports – Added End Date on that so that it doesn’t run forever

Thursday, June 27, 13

Page 22: Tour of the New Survey Analytics User Interface

*Cool New Stuff*

Command Interface - Tell it what you want, and we deliver the results

InfoGraphic Reports – Added customization options / Logo etc. Changed the logo to new SA logo, and able to save that in PDF

Shared Main folder will be referenced with user email

Download specific question raw data

Scheduler Reports – Added End Date on that so that it doesn’t run forever

Thursday, June 27, 13

Page 23: Tour of the New Survey Analytics User Interface

*Cool New Stuff*

Change Global Options = Survey Overview

Added Store locator question type

Moved SalesForce Integration to Integration Tab

Ability to change popup display interval time

Added response count and Data Segmentation on conjoint analysis Report

Thursday, June 27, 13

Page 24: Tour of the New Survey Analytics User Interface

*Cool New Stuff*

Change Global Options = Survey Overview

Added Store locator question type

Moved SalesForce Integration to Integration Tab

Ability to change popup display interval time

Added response count and Data Segmentation on conjoint analysis Report

Thursday, June 27, 13

Page 25: Tour of the New Survey Analytics User Interface

*Cool New Stuff*

Change Global Options = Survey Overview

Added Store locator question type

Moved SalesForce Integration to Integration Tab

Ability to change popup display interval time

Added response count and Data Segmentation on conjoint analysis Report

Thursday, June 27, 13

Page 26: Tour of the New Survey Analytics User Interface

*Cool New Stuff*

Change Global Options = Survey Overview

Added Store locator question type

Moved SalesForce Integration to Integration Tab

Ability to change popup display interval time

Added response count and Data Segmentation on conjoint analysis Report

Thursday, June 27, 13

Page 27: Tour of the New Survey Analytics User Interface

*Cool New Stuff*

Change Global Options = Survey Overview

Added Store locator question type

Moved SalesForce Integration to Integration Tab

Ability to change popup display interval time

Added response count and Data Segmentation on conjoint analysis Report

Thursday, June 27, 13

Page 28: Tour of the New Survey Analytics User Interface

*Cool New Stuff*

Change Global Options = Survey Overview

Added Store locator question type

Moved SalesForce Integration to Integration Tab

Ability to change popup display interval time

Added response count and Data Segmentation on conjoint analysis Report

Thursday, June 27, 13

Page 29: Tour of the New Survey Analytics User Interface

Helpful Tips for Successful User Interface Experience

Thursday, June 27, 13

Page 30: Tour of the New Survey Analytics User Interface

Helpful Tips for Successful User Interface Experience

1. Use the latest browser version: Chrome, Firefox, IE, Safari

Thursday, June 27, 13

Page 31: Tour of the New Survey Analytics User Interface

Helpful Tips for Successful User Interface Experience

1. Use the latest browser version: Chrome, Firefox, IE, Safari

2. Check out labs.surveyanalytics.com to review latest version of the site before it goes live! All are welcome with existing account

Thursday, June 27, 13

Page 32: Tour of the New Survey Analytics User Interface

Helpful Tips for Successful User Interface Experience

1. Use the latest browser version: Chrome, Firefox, IE, Safari

2. Check out labs.surveyanalytics.com to review latest version of the site before it goes live! All are welcome with existing account

3. Spend some time reviewing the New UIWe will continue to keep making more updates throughout the year.

Thursday, June 27, 13

Page 33: Tour of the New Survey Analytics User Interface

Email: Esther LaVielleVP of Client Services

[email protected]

24/5 Chat

Email Support: http://www.surveyanalytics.com/

help

Thursday, June 27, 13

Page 34: Tour of the New Survey Analytics User Interface

Thank youFor Joining Us!

See you at next month’s

Education Hour!

Thursday, June 27, 13