Managing Surveys

Managing Surveys

The differences between a survey and a poll:

Directions to Create a New Survey or Poll:

1. From the Opinio homepage, select New Survey/Pollfrom the left panel navigation menu.

   

2. Enter a unique name for the new Survey/Poll and click Create. Your newly named survey/poll should be now be listed to the Opinio homepage in the Survey/Polls section of the page. Click the link to launch the Survey/Poll Administration page. The Administration page is where you view the survey/poll details, check the status of respondents, and access the main features for building the survey/poll page. See Survey/Poll Administration in the Opinio Help for complete details.
3. Enter the Start Date the poll is available for responses. Click the Start Date link to change the default date, which is the date the poll is created.  Select the Calendar icons to display a calendar from which to choose a Start and Stop Date, or directly edit the date and time in the Open from: (Start) and Opened to: (Stop) fields. Click Saveto save all changes.
   • The default Stop Date (Open to) is one week from the Start Date.   

   • The format is Month/Day/Year, Hour Minutes, AM/PM.

     

4. A confirmation page displays to verify the action taken. Click OK to continue back to the Survey/Poll Administration Page where the poll profile is detailed.

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All survey information (for that survey) will be deleted when you choose to delete a survey.

Directions to Delete a Survey:

1. Click on the survey link in the navigation bar.

   

2. Click "delete" on the survey you want to delete.

   

3. Click "ok" on the pop-up window to delete the survey.

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After designing the poll questions, the next step is to create a customized look to the page the respondents will access and complete. There are several preset templates to choose from or, depending on your HTML skills, the author can develop a unique look by editing the HTML of the default template, or one of the preset templates.*

Basic Settings

1. Select Look and Feelon the left navigation panel.

   

2. Click the "Templates" tab if it is not already selected. Choose one of the preset templates by selecting the radio button.

   

3. Choose the Layout parameters or keep the defaults.

   

   • Form Width - Increase or decrease the default value 250 to change the form width.
   • Number of Columns - Choose between 1, 2, or 3 columns for displaying questions.
   • Question Numbering - Choose between None (no numbering), Default - (1,2,3...in the default font), and Custom. The Custom selection requires that custom numbering be setup on the Questions menu and selecting the Custom Question Numbers link.
4. Click Save.
5. Click OK on the Confirmation Page.

6. Click Preview Survey/Pollto check the results.

   

Advanced Settings:

1. Select Look and Feelon the left navigation panel.

   

2. Click the Style Sheettab.

   

3. Choose the source style you wish to modify. Choose from the default template or one of the preset templates. The HTML that is loaded is dependent on the style selection.
4. Modify the code for the selected template in the Advanced Poll Style field to create a unique, customized look for the Survey/Poll.

5. Enter the Form Width, Number of Columns, and Question Numbering settings in the Layoutsection.

   

   • Form Width - Increase or decrease the default value 250 to change the form width.
   • Number of Columns - Choose between 1, 2, or 3 columns for displaying questions.
   • Question Numbering - Choose between None (no numbering), Default - (1,2,3...in the default font), and Custom. The Custom selection requires that custom numbering be setup on the Questions menu using the Custom Question Numbers link.
6. Click 'Save' to save any changes
7. Click 'OK' on the Confirmation page.

8. Click 'Preview Survey/Poll' to check the results.

   

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Previewing your Survey or Poll lets you take the survey and view it in the format it will be presented to those who will take the survey when it is published. It is a great tool to use to make sure your survey/poll looks and behaves as intended and designed.

Directions to Preview a Survey or Poll:

1. Click on the survey you want to preview from the Survey Tool homepage.

2. Click Preview Survey/Poll

   

The survey/poll tool will open the preview survey/poll in a new window.  

Here is a checklist things that should be checked before publishing the poll:

• If piping tags are used, make sure that all piping tags are correctly placed.
  If your survey/poll is translated, go to the Translations page and make sure that all translations are up to date.
• Set the date to open the survey/poll. Make sure that the open dates are set to the date you want the surve/poll to be accessed by respondents. By default, the survey/poll is open for one week only, starting from the date the poll was created.
• Unlock the poll by clicking the Unlock Poll link on the Survey/Poll Administration page. Ensure that the traffic light icon on the Survey/Poll Administration page is green, and not red.

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Directions to Add a Page Break:

1. Go to 'Questions'

2. Select the 'Split Section' button between the questions you wish to separate.

Directions to Batch Add Page Breaks:

1. Go to 'Questions'

2. Select 'Set Page Breaks'. This will put each question on a separate page.

Directions to Batch Remove Page Breaks:

1. Go to 'Questions'

2. Click 'Remove Page Breaks'. This will remove all page breaks in a survey.

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Directions to Publish a Survey:

1. Click the 'Publish Survey' link.

   

2. There are several ways to publish and send the survey to respondents:
   • Send the link on the 'Publish Survey' page.
   • Use invitations to automatically send an email to all respondents on the invitee list. See here for more information on invitations.
   • Print the surveys using the 'Print Survey' link on the 'Publish Survey' page.

Checklist before Publishing a Survey

• Survey has been tested (especially branch conditions, if any)
• Survey open dates are set
• Survey is unlocked (green light on the survey admin screen)

Reports are automatically created when people start responding to a survey. There are two reports, "Comment' and 'Summary' reports. The 'Comment Report' displays all of the responses given for all open-ended question. 'Summary Reports' show the data for respondents for all questions.

Reports come in many different formats:

• PDF - creates a PDF document of the data.
• HTML - identical to PDF except it is opened in a webpage.
• Raw Data - does not include charts and calculated data like the PDF and HTML reports. Can be opened in Excel.
• SPSS - exports in the SPSS format to be used with an SPSS program.

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