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fred_jones,Accountant
Note that both of these entries are technically correct, since data can be imported in this format. However, since
the fields of data are in the wrong place, the wrong data will be displayed in the email messages.
From the main list of email lists, email addresses can be exported from any email list using the export
functionality. Also from the list, all email addresses within a list can be viewed and managed, and the history of
messages sent can also be viewed. In the message history page, the list of all emails and current response status
can also be viewed.
Import Email Lists
Method 1: Import by Uploading a Text File
Click "import" icon next to email list name.
Select "text file" from the drop down box at the top of the import page, this should make an "Browse" button
appear.
Select the data fields by checking the boxes next to the fields that are present in your text file.
Click the "Browse" button and select the text file. It should be comma delimited with the columns in same order as
the data fields that you have selected.
Click "Import" and the rows in the file will be imported and you will see results of the import on the following page.
Method 2: Import by Copying and Pasting CSV file into textbox
After creating an email list, individual email addresses can be imported by using the import functionality. To do so,
simply paste your email addresses into the large text box, with one email address on each line. In addition to the
email address, each entry may, optionally, contain the first name, last name, and a field of custom data of your
choosing. The acceptable format for each line is as follows:
Email Address, First Name, Last Name, Custom Data
Each field must be separated by a comma, and each entry must be on its own line. If you wish to omit any
intermediate fields, you must insert a comma as a placeholder. The following examples all show valid entries:
bgates@microsoft.com,Bill,Gates,CEO
info@classapps.com
john_smith@hotmail.com,John,Smith
fred_jones,,,Accountant
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The following entries are incorrect because the omitted intermediary fields are not represented by commas:
john_smith@hotmail.com,Smith
fred_jones,Accountant
Note that both of these entries are technically correct, since data can be imported in this format. However, since
the fields of data are in the wrong place, the wrong data will be displayed in the email messages.
From the main list of email lists, email addresses can be exported from any email list using the export
functionality. Also from the list, all email addresses within a list can be viewed and managed, and the history of
messages sent can also be viewed. In the message history page, the list of all emails and current response status
can also be viewed.
Email Messages
A simple and elegant way to get users to respond to a survey is to send out survey messages via email. The
functionality for sending out emails can be accessed in one of the following two ways:
Select an email list on the Email List page, and then click the Send option
On the Survey List page, click the Deploy button, followed by the Email Lists
button
To send an email message, first select an email list. You may choose to send to all email addresses in the list, or
to filter the email addresses to a subset of the email list.
After specifying the email recipients, click Continue. On the next page, select the desired survey from the
dropdown box. Then enter the email subject, from email address, the text of the email, and any other optional
fields, as explained on the page.
A number of fields, including the first name, last name, custom data, and more, may optionally be included in the
text of the email. To do so, simply insert the following tokens in the location where you would like to display the
appropriate field of data:
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#SurveyLink# - The location of the link to the survey (required)
#DeclineLink# - The location of the link a user can click to decline responding
to the survey
#FirstName# - The first name of the email recipient
#LastName# - The last name of the email recipient
#CustomData1# - The first custom data field
#CustomData2# - The second custom data field
#CustomData3# - The third custom data field
Before the email is sent, the token will be replaced by the appropriate value for each recipient. If a token is
specified but no data is available, the token is simply removed from the email.
When sending emails, there are two separate boxes to enter the email message, one is for html and one is for
plain tex
t. All emails sent use “Alternate Views” which means that both the plain text and the html version are
available to the recipient and the recipient can choose which version to view with the settings in their client email
application.
Opt Out Options
Opt Out link tokens are available to put in any email message via the token : #OptOutLink# - A link for the user to
opt-out of further emails (this is just the link put your own text around it such as "click #OptOutLink# if you no
longer wish to receive emails"...) When the respondent clicks on the link, they can add their email address to the
opt out list. Once the email is in the opt out list, the email address can be excluded from follow up emails. When
sending a follow up message, you are given the option to exclude all opt out email addresses. In addition to the
opt out feature, there is also the "survey decline" link, which when clicked records in the database that this
respondent declined to take the particular survey, but are not put on the global opt out list.
Auto Login for 3rd party Login Required surveys
The Auto Login page is used only for 3rd party systems which send a username, password and survey ID to the
page AutoLogin.aspx to automatically login a user to take a survey. If the user does not exist, it creates one with
the username and password passed in, at the lowest user role level (can take surveys only). If the user does
exist, it uses that user ID from the database to record the response under. This auto login page is used to bypass
the normal login page from another application. The other application has to send the paramaters "un", "pw" and
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"sid" to the AutoLogin.aspx page in the query string. The "un" must equal the username, the "pw" must equal the
password, and teh "sid" must equal the survey ID (encrypted). Once the user is automatically logged in, they are
redirected immediately into the survey.
Report Filters
Report filters provide the ability to limit the set of responses in the reports based on custom filter criteria. For
example, if a survey contains a question asking users if they have a driver's license, a report filter could be
created to only display the responses where the user answered "Yes" to this question.
There are three types of report filters: Date, Question, and User Attribute. Date filters limit the responses to only
the dates within the specified range. Question filters limit the responses based on answers to questions in the
survey. User attribute filters limit the responses based on attributes of the user who took the survey, such as
company, location, name, custom data, or any other user field.
Question filters vary depending on the type of question selected. Answers can be set to be equal to a response,
contain a response, or, in the case of number and date questions, be greater than or less than a certain a value.
One or more report filters may be applied to a survey. All of the filters are combined using "AND" logic, meaning
that all filters must evaluate to "True" in order for a response to be included in the results.
If a report has filters, the filters are applied to the overview report, the individual report, the text report, and the
data export functionality.
When working with a report with many questions, you may want to run multiple reports with various combinations
of filters. Rather than deleting filters, you can set any filter to active or inactive on the page that displays the main
list of report filters.
Results Sharing
Results sharing provides the ability to share your survey results with others. Recipients of report shares do not
have to log into the application, and can be granted very granular access to survey reports and functionality.
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You can set up an unlimited number of report shares per survey. For each share, you specify the email
address(es) it should be sent to, as well as deciding which of the following features should be accessible to the
recipients of that particular report share:
Viewable Reports - Select the types of report that recipients of this report share are able to view.
Export Data - Select whether or not recipients of this report share should be allowed to export data.
Report Filtering - Select whether or not recipients of this report share should be allowed to user report
filtering.
View Open-Ended - Select whether or not recipients of this report share are allowed to view open-ended
responses.
Active - Select whether or not recipients of this report share is currently active.
Once a report share has been created, you can send it to the recipients using the Send functionality in the
application. This functionality allows you to create a custom email to the user, and it includes the URL link to the
survey. The URL includes an encoded ID that unique identifies the share. When the user clicks on the link, they
only have access to the survey reports and functionality as specified in the report share.
At the top of the main list of report shares for each survey is a status that indicates Enabled or Disabled, as well
as a button for toggling between these two statuses. You can enable or disable report sharing for all share
recipients by setting this status. Also, you can temporarily enable or disable report sharing for any individual
report share by setting the active status of that particular share.
Exporting Data
The "Export Data" page enables a user to export the responses to a survey. The data is exported as a comma-
delimited file (CSV), which can be opened with Excel.
There are two formats for exporting the data format. The first format, called, "User Responses," exports one row
of data per entire response, with each of the questions displayed as a column. The second format, called,
"Individual Responses," exports each individual response on its own row. In this second format, if a user selected
more than one response for a multi-select question, each individual response appears on its own row.
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In "User Response" format, the minimum user data displayed for each row is the username. In "Individual
Response" format, the minimum data displayed for each response is the text of the question, the text of the
response, and the ID of the response. In addition, the "Export Data" page contains a series of optional fields, each
preceded by a checkbox. Any field that is selected before exporting the data is included as a column of data in the
CSV file.
The additional data fields that can be exported include both response and user data. The optional response fields
are username, IP address, date started, time started, date completed, and time completed. The optional user
fields are first name, last name, email address, company, current position, and location.
The SPSS Condensed export option condenses columns and allows 1 or 0 for choice question types for easier
data manipulation with SPSS. Also takes the point values an
d alias’s assigned in the question edit screen and
uses those values in the export. There is an option checkbox which enables exporting scores versus the answer
text.
The user export now has ability to export total score with each response by checking the
checkbox “scores”.
Reports
There are several report generators on the reports menu. Some of the reports are listed below:
User/Respondent reports (see all surveys taken by a particular user)
Results overview (summary of all responses for a survey)
Individual results (toggle through each response to a survey)
Custom reports (you select which questions you want to display on the report)
Export reports (CSV or XML in several different export configuration formats)
User Reports
With the new user reports, you can see every survey a specific user took, and view summarized data and have
easy access to view individual responses for those surveys.
To access user reports, click the “reports” icon in the navigation, then select the “User Reports” link.
Documents you may be interested
Documents you may be interested
