The Surveys module is accessible by pressing the Surveys icon on the Platform home screen:
Once pressed you will arrive on the welcome screen. To create a new Survey press the Create Survey button:
By pressing the Create Survey button you will arrive at the first Stage of the Survey wizard where you will be required to select a template among the various templates the Platform offers.
You can choose either a designed template or a blank one as appears at the very bottom of the templates screen.
To select a template hover with your mouse over it and press Select:
This will lead you to the Survey editing area:
The editing area is divided into 3 parts: Mobile Version of the Survey, Desktop Version and General Settings:
In the center of the screen you will find the Stage – a phone screen that includes all the Survey elements, the main of which are the questionnaire, text boxes and images:
On the right of the screen you will find the elements menu. Each element can be dragged to the Stage and placed anywhere you wish. Once placed it can be moved along the Survey page simply by dragging and dropping it by help of your mouse.
When hovering over the Stage elements action items will appear over them. Each element can be deleted, it can be duplicated (in which case the duplicate will be placed at the end of the Survey) and it can be edited.
To edit an element press on the editing icon. Once pressed the editing attributes will appear to the left of the Stage.
Editing the Questionnaire
To edit the questionnaire press the editing icon appearing when hovering over it. This will open the editing options on the left. In these you will firstly find the fields that are included in the questionnaire:
Each field naming can be edited by typing its name in the box, it can be set as a required field by ticking the “Required” box, it can be moved by dragging it and it can be deleted.
To add a new field open the “Add” Dropdown. You will find a long list of optional fields to be incorporated in your questionnaire. These are divided into general questions (such as name and email address) and more survey oriented ones (such as rating and matrix):
To select any of them click the desired option with the mouse. The field will be inserted at the bottom of the form. To reposition it drag it from the blue icon on the left:
To change the general form design – field colours, background colours, font colour and the likes press on the colour fan under “Field Design”. A lightbox will open to enable setting the various colour attributes of the form. Once all options are set press on Save:
You will notice that some fields have an editing button adjacent to them. In this case you will be able to edit the filed specific properties by clicking the icon:
In the lightbox that will open you will have the possibility of editing the question name, the rating scale, its values and the various design attributes available by clicking on the colour fan on the right side of the pane. Once you are finished editing the question press the Save button at the bottom of the lightbox.
Note – For each rating it is possible to receive a Managerial Alert on the response received. This is especially practical when you wish to be immediately notified of a respondent who gave an answer you are in need of dealing with immediately, for example – someone who rated your service very low. The Platform offers numerous options of receiving notifications on Survey responses, the Managerial Alert is one of them and is unique since it is designed to help you in being aware of specific responses as opposed to all responses received. To use it tick the Managerial Alert checkbox alongside the relevant rating option:
On the Settings Screen you will be able to determine the email address to which this specific alert will be sent.
Editing the Submit Button
To edit the submit button browse down the questionnaire editing area and go to “Submit Button Design”. The call to action can be typed in the box while the design aspects are to be set under the adjacent colour fan. As well you can edit the button size, call to action font and further attributes:
Further down you will find the option of editing the Thank You page which the visitor will see once they have submitted the questionnaire. We will get into details about the Thank You page further on.
To edit the Form Notifications you will required to go to the Form Settings tab. We will go into details concerning this as well further down the User Guide.
Once you are finished editing the above questionnaire aspects press on the Save button at the bottom of the settings area as to ensure your changes are saved.
Editing a Text Box
To edit a text box press on the editing icon over it and on the Edit Text button that will appear on the left:
Once pressed a lightbox will open in which we will be able to actually edit and customize the text. To change the font type, size, colour, etc. use the toolbar buttons. Once done press OK in order for the changes to be saved:
To change the text box background press on Edit Background button:
In the lightbox that will open select the color from the options or press More Colours to select a tone from the palette:
To change the text box padding, as to allow a wider or narrower box simply insert pixel values in the padding fields. As well you can alter the line height and text box radius by entering the values you wish. Once done will press the Save button at the bottom of the screen:
Editing an Image
To edit an image hover over it on the Stage and press the editing icon. This will open an image settings lightbox. Click the Choose File button to upload an image from your computer:
You can insert a URL and Image Tag in the lightbox fields. When done press Save.
Editing the general Mobile design
To edit design and content attributes pertaining to the entire Mobile page version (as opposed to a specific element in it) press on the “Mobile Settings” button at the top right hand side of the screen:
Here you will be able for example to set the background color or image of the entire Survey page.
To edit the Desktop Version press on the Desktop Tab at the top of the screen:
Editing the Desktop Version is very much similar to the Mobile one. The elements are spread around the Stage, they can be moved by dragging. When hovering over them their contours (marked in a light blue frame) and action icons appear.
Emphasis related to the editing of the Desktop Version
- The Desktop Version of the Survey is deployed horizontally, much like a Desktop computer screen. The Desktop Stage is much larger than the Mobile Stage.
- When designing the page you can set a background both for the Stage and for the area around the Stage – the wrapper. The background can be uniform for both or different. To edit the background press on the “Desktop Settings” button at the top of the screen.
There you will find the various editing options the Platform provides:
Among these are included also the Stage dimensions. Unlike on the Mobile version where the width is fixed and the length is an aggregate of the elements the Stage contains, on the Desktop Version we can determine the width and length of the Stage. The default values are 900 pixels width and 500 pixels length but these can be changed by simple setup on the Desktop General Settings pane.
- Unlike in the Mobile Version, in the Desktop one the elements menu is on top of the Stage and is divided into types by tabs.
- Each element can be edited by clicking on its editing icon, after which a lightbox
of attributes will open and on which can edit whatever we wish.
- Unlike in the Mobile Version, on the Desktop one you can use layers and place elements one over the other. To change the layer placement of a certain element press its arrows action icons – arrow pointing up, arrow pointing down.
- Another difference between the Desktop and Mobile editing lies in the questionnaire fields accessibility. While in the Mobile Version the questionnaire is editable as one chunk, on the Desktop each field is to be dragged from the menu, placed on the Stage and designed separately. To view all fields available use the scroller:
- If we wish to have a clear static indication of the elements contours across the Stage we can check the Show borders box under the Desktop Stage.
- If you wish to be assisted by gridlines to align the elements on the Stage add them by ticking the Show guidelines box:
Once a visitor submits the questionnaire they will arrive at a thank you page where they will be able to see that the information they submitted has been received. This thank you page can be edited, much like the main Survey page. To do so press the Edit Thank You Page button under the Desktop or Mobile Settings button:
Once arrived on the Thank You Page editing area the same editing principles apply in both Desktop and Mobile Version. All page elements are available for incorporation from the menu, apart for the form elements. Once you finished editing the Thank You page press on the Save & Return to Main Page button at the top of the editing area:
The same applies to editing of the Mobile Thank you Page
On the Survey Settings Tab you will find the various settings options related to both the Mobile and Desktop Versions of the Survey, the main of which are:
Under General Settings you will be able to name the Survey you have built, as to ensure you recognize it easily on the Platform reports. Note that the name you give will appear on the browsing tab unless specified otherwise under the Meta Tags Settings further down the Settings screen.
As well you are able here to determine which versions of the Survey you wish to activate – whether Mobile or Desktop or both.
Once a visitor submits a questionnaire you can be notified of it in any of the following ways:
Periodical Response Report by Email – Enables you to receive a report once every few days you set and in it will be included all the response data accumulated since start of the present month.
Notification by Email – An email with the questionnaire details immediately sent to a designated email address of your choice.
Managerial Alert on Particular Replies – Will be sent to a designated email of your choice, to be determined here.
Leads by API – Enables sending all replies online to a designated API address of your choice.
Notification by SMS – Enables to receive a text message notifying that a response was received.
Of course, apart for sending notifications, the Platform stores for you all the questionnaire data and you can access it whenever you wish. To see the info go to the Reports tab on the top menu and press on the Export Response button related to the Survey in question:
The Platform provides you with various tracking options for your Survey:
Analytics & Remarketing: Allows tracking a variety of metrics related to the Survey performance, including browsing scope, conversion rates, the ability to generate audiences from the visitors and more. The code is obtainable on the Google Analytics site and is required to be pasted in the designated box.
Conversion Code: The code used to track Survey conversions within a Google AdWords advertising campaign. To use it on the Landing Page copy-paste it into the designated box.
Google Tag Manager – A tool that allows you to manage multiple codes on your Survey from one place in a centralized manner. It can include a combination of Analytics codes, conversion codes, and other codes. In order to use the tool it is required to define the different codes in the Google Tag Manager (GTM) interface and plant the GTM code obtained in the box on the Settings Screen:
After having finished all your settings do not forget to press the Save button at the bottom of the screen as to ensure all your changes are logged appropriately.
Once your settings are saved you will be diverted to the final approval screen of the Survey wizard. On this screen you will be required to Publish your Survey.
It is recommended NOT to publish the survey before it is fully ready for use and before you are entirely sure of your question phrasings, structure and rating scales.
Use the same question format and structure for both Mobile and Desktop versions.
Do not use the exact same question wording for more than one question in each questionnaire.
All these aspects, if not observed, will affect the presentation of the data on the Visual Stats Screen.
Once published you will see on the Approval Screen the following information:
- The Survey URL. Note – though you may have built a separate version of the Survey for Desktop and Mobile the URL is unique. Once a visitor reaches your survey the Platform will recognize their browsing device and will present the relevant version of the page. Desktop (and tablet) visitors will see the Desktop Version, Mobile visitors will see the Mobile Version, assuming both are activated.
- The Survey Short URL. This URL will serve you to send the Survey link to your customers by SMS.
- Preview of the Survey versions.
- A QR code that can be downloaded to bring traffic to the Survey from offline.
- Send SMS button – transfers to the SMS Sending Screen in which you will find the Survey’s short URL automatically incorporated in the message wording pane.
Once you have created your Survey and published it you can go to the reports and see the results.
On My Surveys screen you will see a list of all the Surveys you created todate on the Platform. You will be able to recognize each by the name you gave it. For each you will see:
- The number if views accumulated – how many times the Survey was presented. Pressing the “+” on the left will give you a breakdown of Desktop vs. on Mobile views.
- How many questionnaires were actually submitted.
- What is the current Conversion Rate – Questionnaires divided by number of Views.
Moving on the to Reports tab on the top menu, you will find the list of your Surveys, their main stats and action buttons:
- Statistics – Will lead you to seeing the results in a graphic format. Here you will find the data received for each question organized in a chart, each reply bears an ID and in general the information is presented in a clear manner as to allow you reaching relevant conclusions concerning the raw data accumulated from the Survey. This presentation mode is extremely useful for managerial reports:
- Export Responses – Allows downloading to your computer an Excel workbook with all the raw data received.
- Export SMS traffic – Allows the same with one addition – each respondent is indicated also by their phone number. This is useful when we send the Survey by SMS and mark on the SMS Sending Screen the “Allow Identification” option. It enables sending the Survey’s URL with a post-fix to recognize the browser that accessed it and avoid the need to ask them for their phone number.