“survey says...” beyond the basics: intermediate survey setup - part 2

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!