Surveys

Managing Surveys

Create a New Survey

1. We will begin by creating the base of the survey. Navigate to the “Membership” tab, and then click on “Surveys”.

   

2. From here, click on the “Add Survey” button in the Activity Panel on the right-hand side of the screen. This will open a blank survey notebook.

   

   

3. Required fields include the Survey ID, Title, and Company CD. Fill out the other fields if they are applicable. Once you have filled out all the fields you need, hit the blue “Add Survey” button in the bottom right corner.

   • Survey ID: Assign the survey an ID. The ID should contain capital letters and omit special characters and spaces.

   • Title: Enter the title of the survey.

   • Description: Enter additional survey information. This will appear on the survey below the title.

   • Active: Check this box if the survey is active.

   • Company CD: Choose the code of the company that you want to link the survey to.

   • Link Type: Select an item here if the survey is linked to a particular certification, event, or product.

   • Link Code: Select the respective certification, event, or product code that you would like to link to the survey.

   • Created On: Choose the date the survey is created on. It is recommended that you choose today’s date.

4. Once the survey is saved, the survey will stay open in edit mode.

View and Update Surveys

Surveys can be accessed by navigating to the “Membership” tab and clicking on “Surveys”.

Finding Surveys

From the Surveys tab, we can find surveys in a few ways.

1. With the search for tool, you can search for a survey either by its ID or its Title.

   

2. The Quick Find tool can be used to search for multiple criteria at once. Fill in the fields that you want to search by, and then click on the Search button.

   

   

3. You can sort surveys by clicking the down arrow to the right of the column you would like to sort by and then selecting “Sort Ascending” or “Sort Descending” from the drop-down.

   

Editing Surveys

1. To edit a survey, select the survey you wish to edit, and then click on “Edit Survey” in the Activity Panel.

   

Previewing Surveys

1. To preview a survey, click on the “View Survey” button in the Activity Panel.

   

2. From here, a pop-up with your survey preview will appear. You can preview the survey questions and fill out the survey to make sure that everything is working. A response will not be created from filling out the Survey Preview.

   

3. The preview tool allows you to ensure that your survey will look the way that you’d like before you send it out.

   

Viewing Responses

1. To view survey responses, click on the survey you wish to see the responses for, and then click the “View Responses” button in the Activity Panel.

2. Once you are in the Responses tab, click on the “View Responses” text to see the responses to that question.

   

3. You will have a few tabs at the top of the pop-up: Response Chart, Response Breakdown, and All Responses. These tabs are dependent on the type of survey question selected, and they may vary.

   

Adding Survey Questions

1. To get started with adding survey questions, select the survey you want to add questions to and click “Edit Survey.”

2. Once your survey editor is open, navigate to the “Questions” tab and then click the “Add” button.

   

3. Once you click add, the “Profile” tab will open. There are many different types of survey questions that you can add to the survey, which we will go over in the sections below. In the “Profile” tab, you will start by selecting a question format (“Format” field) and filling out the question text (“Question Text” field). These are the only two required fields.

   

4. After the two required fields, there are some other fields you can fill out.

   • Require a response?: Check this box if you want to make the question a required field. Leave it unchecked if the question is not required.

   • Add a page break after this question?: Check this box if you want a page break after the question.

   • Max Responses: Use this to select the maximum number of responses you want on the question.

   • Taxonomy Tags: If taxonomy tags have been configured in your environment, you can u**se this if you want to group surveys together based on their tags.

   • Next Question: If it has been configured in your environment, you can u**se this if you want to select a different question to be after this one. You can use this if you add the questions out of the order that you want them to be in.

5. Once you fill in the fields, click the “Add Question” button in the bottom right-hand corner of the pop-up, and see below for how to utilize the different question formats.

Radio Button Questions

Radio Button questions allow the survey respondents to select one response from multiple options.

Multiple Choice Radio

1. Multiple Choice Radio questions are used when you want a multiple-choice question with only one response. Start by selecting the “Multiple Choice – Radio Buttons, one response” format in the “Profile” pop-up.

2. Once you have added the question, click the now-visible “Possible Responses” tab.

3. From here, click on the “Add Response” button.

   

4. A new response will be added. Fill in the response text, and if you want a separator between this answer and the others, check the box in the “Separator?” column. The “On Select Go To” drop-down allows you to go to another question if someone selects that response. This can be used to set up a response tree. Once you are done with the fields, click “Update” to save the new response.

   

5. Add any additional responses you wish by repeating steps 3 and 4.

6. If there is a correct answer for the question, select the correct answer in the “Question Info” section of the edit question pop-up. Then hit the blue “Save” button to save the question.

   

7. This is how the question will appear in the survey:

   

Multiple Choice Drop-down

1. First, select “Multiple Choice – Drop-down, one response” on the add question pop-up, and fill out the “Question Text” field. Afterwards, click the “Add Question” button.

   

2. Once you have added the question, navigate to the “Possible Responses” tab like before and edit it by clicking the “Add Response” button.

   

3. From here, add the response text, decide if you want to use a separator, and decide if you want the respondent to be taken to another question if this answer is selected. Click “Update” to add the question.

   

4. Afterwards, add all the possible responses you want for the question by repeating the previous steps.

   

5. This is how the question will appear in the survey:

   

Checkbox Questions

Checkbox questions have many possible responses. They’ll allow the survey respondent to select multiple responses from the available options. The possible responses for these questions appear as small square checkboxes below the question.

Multiple Choice – Checkboxes, no limit on selection

This option allows no limit on the number of boxes that can be checked.

1. Start by selecting “Multiple Choice – Checkboxes, no limit on selection” as the question format, and then fill out the “Question Text” field. Afterwards, click the “Add Question” button.

   

2. Navigate to the “Possible Responses” tab and click the “Add Response” button.

   

3. Next, add a response by filling in the question text and then clicking the “Update” button.

   

4. You can add as many responses as you would like by repeating the previous step.

   

   Note

   The Type field contains the options “Checkbox” and “Other input”. The “Other input” option will add a short answer field.

5. This is how the question will appear in the survey:

   

Multiple Choice – Checkboxes, limited selection

This option allows you to limit the number of boxes that can be checked.

1. Start by selecting “Multiple Choice – Checkboxes, limited selection” as the question format and filling out the “Question Text” field. To limit the number of boxes that the survey respondent can check, set that in the “Max Responses” section of the survey pop-up. Afterwards, click the “Add Question” button.

   

2. Navigate to the “Possible Responses” tab and click the “Add Response” button.

   

3. Next, add a response by filling in the question text and clicking the “Update” button once done.

   

4. Add as many responses as you would like by repeating the previous step.

   

5. This is how the question will appear in the survey:

   

6. If the respondent attempts to select more options than the designated number in the Max Responses field, a warning message will appear.

   Contact Support

   If this is not configured in your environment, please reach out to your Euclid Support Analyst.

Free Response Questions

Free response questions allow the survey respondent to enter text responses into the survey. The response field for these questions appears either as a small text box or a large text box.

Text Input – One Line

1. Start by selecting “Free Response – Text input, one line” as the question format and filling out the “Question Text” field. Afterwards, click the “Add Question” button.

   

2. This is how the question will appear in the survey:

   

Text Area – Multi-Line

1. Start by selecting “Free Response – Text area, multi-line” as the question format and filling out the “Question Text” field. Afterwards, click the “Add Question” button.

   

2. This is how the question will appear in the survey:

   

True/False Questions

True/False Questions allow you to create a single checkbox to respond in agreement/disagreement to the statement.

Single Checkbox

1. Start by selecting “True or False – Single Checkbox” as the question format and filling out the “Question Text” field. Afterwards, click the “Add Question” button.

   

2. The optional “Correct Answer” field will now be visible which can be used to select a correct answer for the question.

   

3. This is how the question will appear in the survey.

   

Question Holder

A Question Holder is a placeholder for a question that will be entered in the future. You can also use a question holder to enter text in the survey without soliciting a response.

1. Start by selecting “Question Holder” as the question format, and then fill out the “Question Text” field. Afterwards, click the “Add Question” button.

   

2. This is how the Question Holder will appear in the survey.

   

Table Questions

Create a Table

Before entering your question or your response options, you must create a table.

1. From the Questions Tab, click the “Add Table” button and a Create Table Wizard window will open.

   

2. Enter the number of columns and the number of rows you wish to create.

3. Select the Default Question Type.

4. Click “Add Table” to create your table. The format on the first question will be set to “Base Question for Table” and the Row #, Column #, and Table # fields populated for all of the questions.

   

5. Confirm your question numbers so that the Base Table Question for the Table is the first question number that appears in the list.

6. Click in the question row to highlight the row blue and click “Edit” to open the Question window.

Radio Button Table

You can create a table of radio buttons so that each row in the table can only have a single response selected. This is used in cases where you are selecting a rating or ranking of different areas related to the same question. For example, you may ask members to indicate their opinion on several cities for upcoming conferences. The cities are listed as sub questions and the possible responses are set as responses in each sub question.

1. Once you have created your table using the instructions above, verify the Row # and Column # values.

   1. For the Base Question for Table, the Row # should be the number of items being asked about and the Column # should be 1.

2. Click into the Main Question row to highlight the row blue and click the “Edit” button to open the Question window. The Question Format is BASETABLE.

3. Enter the overall question for the entire table in the Question Text field.

   

4. Click “Save in the bottom right-hand corner and close out of the Edit Question tab.

Deleting a Question

1. To delete a question, select the question and click the blue “Delete” button.

   

2. Click “Yes” in the “Confirm Deletion” window, and the question will be deleted.

   

Additional Survey Options

Skip to Question Logic

If it has been configured in your environment, you can use the “On Select Go To” functionality to jump from one question in a survey to another based on a response. This does not hide other questions in the survey; it simply jumps to a new point on the survey page.

1. Create a question with either a Radio Button or Drop-down format.

2. Enter possible responses to the question.

3. Click the “On Select Go To” drop-down.

   

4. Select the question you want to jump to if that response is selected, and then click the blue “Update” button to save your changes.

5. For each response, select which question should be jumped to if that response is selected. For example, if the response entered is “Not Satisfied”, the survey should skip to a question asking what the respondent did not like. If the “On Select Go To” field is left blank for a response, no skipping will occur if that response is selected.

Sending Out the Survey

Adding a Campaign and an Appeal

1. To send out your survey via email Campaign, you will first need to create a Campaign (if you haven’t created one already), and an Appeal (to track the survey).

2. To create a Campaign, navigate to the Main Menu. Click on “Processes”, and then click on “Marketing and Discounts”.

   

3. From the Campaign List screen click the “Add Campaign” button.

   

4. Enter a Campaign Code, Campaign Name, and Company Code. Click on the blue “Add Campaign” button.

   

5. Go to the Appeals tab.

6. Click on the blue “Add Appeal” button.

   

7. Fill out the Appeal ID, Appeal Name, and Company CD. Click on the blue “Add Appeal” button.

   

Survey Link

1. Next, you will need to access your survey link in order to embed it in an email blast. It is important to note that each organization will have a different location for their own survey links. Please contact your Support Analyst if you require assistance in locating your survey link.

Email Template

1. Next, you will create the email template that you would like to use. This is the email that you will send out in your email blast.

2. Go to “Processes”, and then “Email Templates”.

   

3. Click on any of the basic templates that you would like to start with.

4. Drag and drop the blocks that you would like to use in your email. You can add images and text, change the colors within the email, and more.

   

5. When you are done with your email template, click on “Save” in the upper right corner of the page.

Email Blast

1. When you are done creating your email template, navigate to the Main Menu.

2. Go to “Membership”, and select “Individuals”.

   

3. Select the list of individuals that you would like to send your survey to.

4. Click on “Send Email Blast”.

   

5. Choose your Appeal, enter a Subject, enter a From Address, From Name, and Reply Address.

   Note

   The “Recipients List” option can be changed to use a saved list instead the one initially selected. By default, it will be set to use the current list.

6. Choose the template that you would like to use from the “Load Template” drop-down menu.

7. Select the “Survey” radio button in the “Insert Link” field and click the “Go” button.

   

8. Select the Survey you want to link in your template.

   

9. A link to the Survey will appear where the cursor is placed within the template editor window.

   

Survey Results

Response Tab

Use the responses tab to see all the submissions for a survey.

From the edit survey notebook, navigate to the Activity Panel on the right side and click on “View Responses”.

Responses by Question

1. To view the responses for a question, click on the blue “View Responses” text.

   

2. Depending on the type of question you selected, you will get a few different tabs in the response pop-up. For questions with defined answers, you will get a “Response Chart” tab, a “Response Breakdown” tab, and an “All Responses” tab.

   

   

   

3. If the question is a free response question, the response pop-up will only display “All Responses”.

   

Responses by Individual

1. From the responses tab, click on “Responses by Individual”. Then, click on “View Response” for the individual you want to see the response for.

   

2. Once you open the individual’s responses, you will see a copy of the survey with that individual’s responses filled out.

   

Response Charts Tab

1. To view the response charts tab, click the “Response Charts” button in the Activity Panel on the edit survey notebook.

   

2. Charts made from defined answers will pop up here. You can navigate between the questions with the numbers on the left side. The response count will show up on the right side.

   

Export Responses

1. To export responses, start from the edit survey notebook, and click “Export Results” in the Activity Panel on the right side.

   

2. The export survey pop-up will appear. Here is where you can select what information you want to export.

3. On the left-hand side, you will have the “Select Customer Fields” section. Here, you will select the customer fields you would like to export for the individuals that took the survey. You can check and uncheck as needed, as well as select all or select none with those respective buttons.

   

4. On the right-hand side, you will have the “Select Survey Questions” section. Here, you will select the questions you would like to export. You can check and uncheck as needed, as well as select all or select none with those respective buttons.

   

5. Once you have selected your desired options for both sections, click on the “Export” button in the bottom right-hand corner of the pop-up. After clicking on “Export”, an Excel spreadsheet with the data that you selected will download. Open the download to see your results.