CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
“Survey Says...” Beyond the Basics: Intermediate Survey Setup - Part 2
Anderson & Isabel
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Session startersPlease silence all cell phones
Please hold questions for question breaks
Please state your name and organizationwhen asking a question
PowerPoints and handouts are available at www.csoresearch.com/csoconference
Sit back, relax and let’s have some fun!
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Let’s Discuss• Page Conditions• Survey Options• Templates• Troubleshooting• Analytics
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Page Conditions• What is a Page Condition?– A criteria to determine if a user can or not see
a page of the survey based on how they answer previous questions.• Think of it like a bouncer at the door of a dance club,
you have to answer the question a certain way to be let in
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Page Conditions Continued• Why should I use page conditions?– Allows for a single survey to apply to a wider
audience through redirects– Survey takers do not have to answer every
question, just those that apply
• Tips/Advice– Complete all questions, then add page conditions– Map it out/ Think ahead!– Test, test, test!
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Page Conditions Continued
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Editing Page Conditions
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Question Break
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Survey Options• Survey specific
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Survey Options• Completion Action– Desired action that should occur when a
user completes the survey.• Completion Message• Completion URL• Redirect after completion• URL for Cancel button
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Survey Options Continued• Button and Page Numbering Option• Send Responses To– Receive notifications after every survey
response– Multiple email addresses can be notified
• Separated by semi-colon• Email Respondent– Select Yes– Choose the survey question that contains the
email address
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Questions?
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Templates• What can you do?
– Add images (school logo)– Incorporate School Specific Colors (hex codes)– Customize fonts– Include headers and footers
• Benefits– Branding– Reach target audience– Time saver & more attractive/appealing– Seamless
• Choose your template – Preview before launching!
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Analyze Your Survey Responses
• Survey Module– Results Overview– Individual Responses– Export Data to Excel
• CSO (when prompting)– Student Report– Pull CSO student information
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Analytics: Reporting in CSO• Tools Reports New Report: User Type
• Include survey data with report in Field Selection
• Using Criteria select the particular survey and the user responses will be included
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Analytics: Reporting in Survey Module
• Select Analyze– Bar Graphs– Percentages– Individual Responses– Export Results into Excel Spreadsheets
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Question Break
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Troubleshooting Your Surveys
• “My survey is not sending”–What to check• Survey date range (in the Survey Module)• Status (Open/Closed)• Launch Options are Correct
• “My survey is going to the wrong users”–What to check• Survey Criteria
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Troubleshooting Your Surveys Cont.
• “The order of questions is incorrect”– What to check
• Page Conditions in correct location• Page Condition Groups
• “Users are not completing their surveys”– What to check
• There is a 15 minute timeout per page – add in a memo to the top of each page explaining the timeout
• Take the survey and see if you need to separate some pages
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Questions
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Thank you for attending!If you have any additional questions, please
contact the Support Team or your CRM.
What’s next?
Safe journey home!