education hour: what's new in survey analytics (april 2014)
Post on 21-Oct-2014
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Survey Analytics VP of Client Services Esther LaVielle guides us through another Education Hour to see some of the new and exciting features and how you can apply them today. You may have noticed some changes in the look and feel of Survey Analytics. That's because we recently rolled out Bootstrap 3. Watch the replay to hear more on this as well as the topics below. Some topics this month include: Survey Analytics SurveyPocket SurveySwipe Panel Thank you for being a part of the Survey Analytics April 2014 Education Hour!TRANSCRIPT
EDUCATION HOURApril 2014
Thursday, April 24, 14
Agenda ...
“WELCOME!”
1 hour Monthly overview of tips and tools to make the usage of Survey Analytics more efficient and even fun to
use to meet your research goals.
We will meet every month.
All Clients Welcome!
Debut new products/services now available to all current clients
Great way to review enhancements to existing license!
Thursday, April 24, 14
AGENDA• Tips on how to use a Multi-Deployment
Strategy using Survey Analytics
• Bootstrap3 is now live: What is it, and why it’s great news for existing customers
• Dashboard & Custom Dashboard Revisited
• Online Panel Enhancements: Themes & Rewards
• Mobile Enhancements: SurveyPocket & SurveySwipe
• Demonstration
• Q & A
Thursday, April 24, 14
Developing a Multi-Channel Research Strategy on Survey Analytics
Thursday, April 24, 14
MULTI-CHANNEL RESEARCHNot talking about Cable TV Channels!
*Market research projects that have 2 or more deployment strategies to reach your target respondent base.
Thursday, April 24, 14
MULTI-CHANNEL RESEARCHNot talking about Cable TV Channels!
*Market research projects that have 2 or more deployment strategies to reach your target respondent base.
Thursday, April 24, 14
THE SET UPGetting Started
* Establish client goals
* Develop Research Plan
* Figure out completion rates required.
Example: 1300 completes US Residents who live in states with over 8% unemployment rate
* Set up partnerships and vendors to use. This includes Survey Analytics!
Thursday, April 24, 14
THE SET UPGetting Started
* Establish client goals
* Develop Research Plan
* Figure out completion rates required.
Example: 1300 completes US Residents who live in states with over 8% unemployment rate
* Set up partnerships and vendors to use. This includes Survey Analytics!
Thursday, April 24, 14
THE SET UPGetting Started
* Establish client goals
* Develop Research Plan
* Figure out completion rates required.
Example: 1300 completes US Residents who live in states with over 8% unemployment rate
* Set up partnerships and vendors to use. This includes Survey Analytics!
Thursday, April 24, 14
THE SET UPGetting Started
* Establish client goals
* Develop Research Plan
* Figure out completion rates required.
Example: 1300 completes US Residents who live in states with over 8% unemployment rate
* Set up partnerships and vendors to use. This includes Survey Analytics!
Thursday, April 24, 14
WHERE TO GET SAMPLE?Evaluation of Sample/Respondent needs:
Completes Needed: 1300 completeMix of Mobile and Online respondents
*1- Internal Survey Analytics respondent panel
*2- Partnership with QSample to provide sample at a moment’s notice
*3- Marketing on social media and online forums
*4- Survey Pocket Field respondents
*5- Set up an Incentive
Thursday, April 24, 14
WHERE TO GET SAMPLE?Evaluation of Sample/Respondent needs:
Completes Needed: 1300 completeMix of Mobile and Online respondents
*1- Internal Survey Analytics respondent panel
*2- Partnership with QSample to provide sample at a moment’s notice
*3- Marketing on social media and online forums
*4- Survey Pocket Field respondents
*5- Set up an Incentive
Thursday, April 24, 14
WHERE TO GET SAMPLE?Evaluation of Sample/Respondent needs:
Completes Needed: 1300 completeMix of Mobile and Online respondents
*1- Internal Survey Analytics respondent panel
*2- Partnership with QSample to provide sample at a moment’s notice
*3- Marketing on social media and online forums
*4- Survey Pocket Field respondents
*5- Set up an Incentive
Thursday, April 24, 14
WHERE TO GET SAMPLE?Evaluation of Sample/Respondent needs:
Completes Needed: 1300 completeMix of Mobile and Online respondents
*1- Internal Survey Analytics respondent panel
*2- Partnership with QSample to provide sample at a moment’s notice
*3- Marketing on social media and online forums
*4- Survey Pocket Field respondents
*5- Set up an Incentive
Thursday, April 24, 14
SURVEY PROGRAMMINGTip: Make sure that the survey you program is compatible on multiple platforms: Mobile & Online!
* Only need to program it once in Survey Analytics: Multi-deployment channel already built in to target respondents
* Dedicate time to TEST on all platforms!
* All data flows into one area
* Apply custom variables or external references to survey URL for tracking both online and in person marketing (QR Codes/ Marketing banners, etc.)
Thursday, April 24, 14
SURVEY PROGRAMMINGTip: Make sure that the survey you program is compatible on multiple platforms: Mobile & Online!
* Only need to program it once in Survey Analytics: Multi-deployment channel already built in to target respondents
* Dedicate time to TEST on all platforms!
* All data flows into one area
* Apply custom variables or external references to survey URL for tracking both online and in person marketing (QR Codes/ Marketing banners, etc.)
Thursday, April 24, 14
SURVEY PROGRAMMINGTip: Make sure that the survey you program is compatible on multiple platforms: Mobile & Online!
* Only need to program it once in Survey Analytics: Multi-deployment channel already built in to target respondents
* Dedicate time to TEST on all platforms!
* All data flows into one area
* Apply custom variables or external references to survey URL for tracking both online and in person marketing (QR Codes/ Marketing banners, etc.)
Thursday, April 24, 14
SURVEY PROGRAMMINGTip: Make sure that the survey you program is compatible on multiple platforms: Mobile & Online!
* Only need to program it once in Survey Analytics: Multi-deployment channel already built in to target respondents
* Dedicate time to TEST on all platforms!
* All data flows into one area
* Apply custom variables or external references to survey URL for tracking both online and in person marketing (QR Codes/ Marketing banners, etc.)
Thursday, April 24, 14
MULTI-CHANNEL SECURITYSecurity settings in all surveys is important, and x times more important for every additional channel you plan to use
* Make sure to outline security settings expectations for each: Online survey, mobile, online community, in person, phone, etc.
* Set up security options in Survey Analytics under the Edit Survey >> Security Settings
*Mobile Settings: update security
*Panel settings update security
Thursday, April 24, 14
MULTI-CHANNEL SECURITYSecurity settings in all surveys is important, and x times more important for every additional channel you plan to use
* Make sure to outline security settings expectations for each: Online survey, mobile, online community, in person, phone, etc.
* Set up security options in Survey Analytics under the Edit Survey >> Security Settings
*Mobile Settings: update security
*Panel settings update security
Thursday, April 24, 14
MULTI-CHANNEL SECURITYSecurity settings in all surveys is important, and x times more important for every additional channel you plan to use
* Make sure to outline security settings expectations for each: Online survey, mobile, online community, in person, phone, etc.
* Set up security options in Survey Analytics under the Edit Survey >> Security Settings
*Mobile Settings: update security
*Panel settings update security
Thursday, April 24, 14
MULTI-CHANNEL SECURITYSecurity settings in all surveys is important, and x times more important for every additional channel you plan to use
* Make sure to outline security settings expectations for each: Online survey, mobile, online community, in person, phone, etc.
* Set up security options in Survey Analytics under the Edit Survey >> Security Settings
*Mobile Settings: update security
*Panel settings update security
Thursday, April 24, 14
MULTI-CHANNEL SECURITYSecurity settings in all surveys is important, and x times more important for every additional channel you plan to use
* Make sure to outline security settings expectations for each: Online survey, mobile, online community, in person, phone, etc.
* Set up security options in Survey Analytics under the Edit Survey >> Security Settings
*Mobile Settings: update security
*Panel settings update security
Thursday, April 24, 14
SET UP DEPLOYMENT SCHEDULESet up a Calendar & Schedule deployment on multiple platforms on different dates/times
*1- Social Media Marketing Campaign
*2- Posters, collateral QR code URL promotions
*3- SurveyPocketField data collection deployment
*4- Deploy to internal community using panel management tool
*5- Supplement with qSample
Thursday, April 24, 14
MULTI-CHANNEL ANALYTICS SIMPLIFIEDAll data from multiple channels should be in one place
* Save time compile data from multiple channels!
* Segment by deployment channels
* Compare results to see which deployment channels work the best & cost effective
* Export/Download to xls, csv, spss, sql, ppt, word, etc.
Thursday, April 24, 14
MULTI-CHANNEL ANALYTICS SIMPLIFIEDAll data from multiple channels should be in one place
* Save time compile data from multiple channels!
* Segment by deployment channels
* Compare results to see which deployment channels work the best & cost effective
* Export/Download to xls, csv, spss, sql, ppt, word, etc.
Thursday, April 24, 14
MULTI-CHANNEL ANALYTICS SIMPLIFIEDAll data from multiple channels should be in one place
* Save time compile data from multiple channels!
* Segment by deployment channels
* Compare results to see which deployment channels work the best & cost effective
* Export/Download to xls, csv, spss, sql, ppt, word, etc.
Thursday, April 24, 14
MULTI-CHANNEL ANALYTICS SIMPLIFIEDAll data from multiple channels should be in one place
* Save time compile data from multiple channels!
* Segment by deployment channels
* Compare results to see which deployment channels work the best & cost effective
* Export/Download to xls, csv, spss, sql, ppt, word, etc.
Thursday, April 24, 14
MULTI-CHANNEL ANALYTICS SIMPLIFIEDAll data from multiple channels should be in one place
* Save time compile data from multiple channels!
* Segment by deployment channels
* Compare results to see which deployment channels work the best & cost effective
* Export/Download to xls, csv, spss, sql, ppt, word, etc.
Thursday, April 24, 14
SURVEY ANALYTICS
Thursday, April 24, 14
Survey Analytics has implemented Bootstrap, a front end tool kit created by Twitter!
Automatically compatible on all online and mobile platforms as well as different browser versions
Icons, theme, format changes, and more!
Goal: Better User Experience!
Make Survey Analytics even more intuitive and easier (less steps) to set up, deploy, and analyze data!
BOOTSTRAP 3
Thursday, April 24, 14
Survey Analytics has implemented Bootstrap, a front end tool kit created by Twitter!
Automatically compatible on all online and mobile platforms as well as different browser versions
Icons, theme, format changes, and more!
Goal: Better User Experience!
Make Survey Analytics even more intuitive and easier (less steps) to set up, deploy, and analyze data!
BOOTSTRAP 3
Thursday, April 24, 14
Survey Analytics has implemented Bootstrap, a front end tool kit created by Twitter!
Automatically compatible on all online and mobile platforms as well as different browser versions
Icons, theme, format changes, and more!
Goal: Better User Experience!
Make Survey Analytics even more intuitive and easier (less steps) to set up, deploy, and analyze data!
BOOTSTRAP 3
Thursday, April 24, 14
Survey Analytics has implemented Bootstrap, a front end tool kit created by Twitter!
Automatically compatible on all online and mobile platforms as well as different browser versions
Icons, theme, format changes, and more!
Goal: Better User Experience!
Make Survey Analytics even more intuitive and easier (less steps) to set up, deploy, and analyze data!
BOOTSTRAP 3
Thursday, April 24, 14
Dashboard Reports: Configurations
Thursday, April 24, 14
Survey Configuration now Available in Dashboard & Custom Dashboard Report
Real-time configuration!
Click on wheel icon for each question
Download configured data
Share with other dashboard accts (access to configured data)
Update themes!
Customize charts and grids for best analytical display!
DASHBOARD: CONFIGURATIONS
Thursday, April 24, 14
Survey Configuration now Available in Dashboard & Custom Dashboard Report
Real-time configuration!
Click on wheel icon for each question
Download configured data
Share with other dashboard accts (access to configured data)
Update themes!
Customize charts and grids for best analytical display!
DASHBOARD: CONFIGURATIONS
Thursday, April 24, 14
Survey Configuration now Available in Dashboard & Custom Dashboard Report
Real-time configuration!
Click on wheel icon for each question
Download configured data
Share with other dashboard accts (access to configured data)
Update themes!
Customize charts and grids for best analytical display!
DASHBOARD: CONFIGURATIONS
Thursday, April 24, 14
Survey Configuration now Available in Dashboard & Custom Dashboard Report
Real-time configuration!
Click on wheel icon for each question
Download configured data
Share with other dashboard accts (access to configured data)
Update themes!
Customize charts and grids for best analytical display!
DASHBOARD: CONFIGURATIONS
Thursday, April 24, 14
Survey Configuration now Available in Dashboard & Custom Dashboard Report
Real-time configuration!
Click on wheel icon for each question
Download configured data
Share with other dashboard accts (access to configured data)
Update themes!
Customize charts and grids for best analytical display!
DASHBOARD: CONFIGURATIONS
Thursday, April 24, 14
Quick Custom Variable Mapping
Thursday, April 24, 14
Easier to update and map custom variables to names/values to be used for piping, logic, raw data, and data segmentation!
• Enter one variable mapping per line.• Each custom variable can be mapped to only
one value.• Display Name should be unique.• Code must be unique and should not contain any
special characters including 'space'. It is an optional field.
• First column is custom variable number. For example '3' for 'custom3'.
Format:Custom variable number, Display name, CodeExample:1, Country, CN2, Department, dpt
QUICK CUSTOM MAPPING
Thursday, April 24, 14
Easier to update and map custom variables to names/values to be used for piping, logic, raw data, and data segmentation!
• Enter one variable mapping per line.• Each custom variable can be mapped to only
one value.• Display Name should be unique.• Code must be unique and should not contain any
special characters including 'space'. It is an optional field.
• First column is custom variable number. For example '3' for 'custom3'.
Format:Custom variable number, Display name, CodeExample:1, Country, CN2, Department, dpt
QUICK CUSTOM MAPPING
Thursday, April 24, 14
WHAT’S NEW IN PANEL
Thursday, April 24, 14
NEW THEMES: PANELIf you have no time or design horsepower to create a theme for your online community or panel, then SurveyAnalytics makes it easy with an out of the box library of mobile responsive themes!
Simply select a theme and upload your logo / header and your community homepage and member portal are complete.
Login and Access Panel settings to change themes.
Thursday, April 24, 14
THEMESKey benefits of new themes:
- Better UI
- responsive mobile first
- BS3 is easier to theme and lays the foundation for easier custom theming across the application.
- Smaller file sizes by minified properties. Bootstrap 3 is much more viable for sites that need to work well on under-powered mobile and tablet devices.
Thursday, April 24, 14
THEMESKey benefits of new themes:
- Better UI
- responsive mobile first
- BS3 is easier to theme and lays the foundation for easier custom theming across the application.
- Smaller file sizes by minified properties. Bootstrap 3 is much more viable for sites that need to work well on under-powered mobile and tablet devices.
Thursday, April 24, 14
THEMESKey benefits of new themes:
- Better UI
- responsive mobile first
- BS3 is easier to theme and lays the foundation for easier custom theming across the application.
- Smaller file sizes by minified properties. Bootstrap 3 is much more viable for sites that need to work well on under-powered mobile and tablet devices.
Thursday, April 24, 14
THEMESKey benefits of new themes:
- Better UI
- responsive mobile first
- BS3 is easier to theme and lays the foundation for easier custom theming across the application.
- Smaller file sizes by minified properties. Bootstrap 3 is much more viable for sites that need to work well on under-powered mobile and tablet devices.
Thursday, April 24, 14
THEMESKey benefits of new themes:
- Better UI
- responsive mobile first
- BS3 is easier to theme and lays the foundation for easier custom theming across the application.
- Smaller file sizes by minified properties. Bootstrap 3 is much more viable for sites that need to work well on under-powered mobile and tablet devices.
Thursday, April 24, 14
What’s New on SurveyPocket
Thursday, April 24, 14
*Cool New Stuff*NEW ON SURVEYPOCKET
1. Multiple Questions on a screen
2. White label Options: Customize look and feel of your offline tool. Options include to create your own APP.
3. Dashboard report: Finish surveys where you left off.
New Version IOS Released 4/21/14
Android: New version in store now
Thursday, April 24, 14
*Cool New Stuff*NEW ON SURVEYPOCKET
1. Multiple Questions on a screen
2. White label Options: Customize look and feel of your offline tool. Options include to create your own APP.
3. Dashboard report: Finish surveys where you left off.
New Version IOS Released 4/21/14
Android: New version in store now
Thursday, April 24, 14
*Cool New Stuff*NEW ON SURVEYPOCKET
1. Multiple Questions on a screen
2. White label Options: Customize look and feel of your offline tool. Options include to create your own APP.
3. Dashboard report: Finish surveys where you left off.
New Version IOS Released 4/21/14
Android: New version in store now
Thursday, April 24, 14
*Cool New Stuff*NEW ON SURVEYPOCKET
1. Multiple Questions on a screen
2. White label Options: Customize look and feel of your offline tool. Options include to create your own APP.
3. Dashboard report: Finish surveys where you left off.
New Version IOS Released 4/21/14
Android: New version in store now
Thursday, April 24, 14
*Cool New Stuff*NEW ON SURVEYPOCKET
1. Multiple Questions on a screen
2. White label Options: Customize look and feel of your offline tool. Options include to create your own APP.
3. Dashboard report: Finish surveys where you left off.
New Version IOS Released 4/21/14
Android: New version in store now
Thursday, April 24, 14
*Cool New Stuff*NEW ON SURVEYPOCKET
1. Multiple Questions on a screen
2. White label Options: Customize look and feel of your offline tool. Options include to create your own APP.
3. Dashboard report: Finish surveys where you left off.
New Version IOS Released 4/21/14
Android: New version in store now
Thursday, April 24, 14
What’s New in Mobile
Thursday, April 24, 14
*Cool New Stuff*MOBILE APP SDK Software Development Kit (SDK) available for all Mobile Applications
Add surveys to existing mobile apps
Real-time results on-the go!
All platforms
In includes Passive data collection
White label to match App look & feel
Easy plug-in process for your current mobile apps
Time: Within 1-3 weeks
Pricing: Speak to CST manager
Thursday, April 24, 14
*Cool New Stuff*MOBILE APP SDK Software Development Kit (SDK) available for all Mobile Applications
Add surveys to existing mobile apps
Real-time results on-the go!
All platforms
In includes Passive data collection
White label to match App look & feel
Easy plug-in process for your current mobile apps
Time: Within 1-3 weeks
Pricing: Speak to CST manager
Thursday, April 24, 14
*Cool New Stuff*MOBILE APP SDK Software Development Kit (SDK) available for all Mobile Applications
Add surveys to existing mobile apps
Real-time results on-the go!
All platforms
In includes Passive data collection
White label to match App look & feel
Easy plug-in process for your current mobile apps
Time: Within 1-3 weeks
Pricing: Speak to CST manager
Thursday, April 24, 14
*Cool New Stuff*MOBILE APP SDK Software Development Kit (SDK) available for all Mobile Applications
Add surveys to existing mobile apps
Real-time results on-the go!
All platforms
In includes Passive data collection
White label to match App look & feel
Easy plug-in process for your current mobile apps
Time: Within 1-3 weeks
Pricing: Speak to CST manager
Thursday, April 24, 14
*Cool New Stuff*PANEL ACCESS CODE ADDEDAll Survey Analytics panel customers can now take advantage of SurveySwipe at no additional cost. If you have a panel with us, you can create a panel access code and enable SurveySwipe in just minutes! Unique identifier (Mobile ID) Panel Access Code to login to correct mobile community
Available on IOS and Android
Pricing: Speak to CST manager
Thursday, April 24, 14
*Cool New Stuff*PANEL ACCESS CODE ADDEDAll Survey Analytics panel customers can now take advantage of SurveySwipe at no additional cost. If you have a panel with us, you can create a panel access code and enable SurveySwipe in just minutes! Unique identifier (Mobile ID) Panel Access Code to login to correct mobile community
Available on IOS and Android
Pricing: Speak to CST manager
Thursday, April 24, 14
LIVE DEMO
Thursday, April 24, 14
PRICING SPECIAL FOR ATTENDEESTo thank those who attended the Educationhour Survey Analytics and qSample is offering a 10% discount for sample or respondents needed for surveys for first time qSampleCustomers!
http://www.qSample.com
Mention your attendance to your account manager or sales rep to qualify
Thursday, April 24, 14
Help & Support
http://www.surveyanalytics.com/helpAvailable 24/5
THANK YOU FOR ATTENDING!
Thursday, April 24, 14