12 ways to increase survey programming efficiency

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

Esther.rmah@surveyanalytics.com

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