12 Ways To Increase Survey Programming Efficiency
 

12 Ways To Increase Survey Programming Efficiency

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In this Education Hour, you can expect to learn shortcuts and save the overall time it takes to program a survey. These tips from Survey Analytics have proven success, with some clients saving 20-30% ...

In this Education Hour, you can expect to learn shortcuts and save the overall time it takes to program a survey. These tips from Survey Analytics have proven success, with some clients saving 20-30% of the time it takes to program a survey. It is important to catch programming mistakes early and prior to deployment of a survey. These tips will assure your survey is setup right, and help you reach your goal of getting higher response rates. The Survey Analytics account management and support team have years of valuable experience in the survey programming field and are exited to share the best practices in the industry.

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12 Ways To Increase Survey Programming Efficiency 12 Ways To Increase Survey Programming Efficiency Presentation Transcript

  • 12 Ways To Increase SurveyProgramming EfficiencyTuesday April 30th, 201310 AM PST/ 1 PM ESTWednesday, May 1, 13
  • Welcome The FirstEducation Hour!About Education HourFaster Programming TipsQ & AAgenda ...Esther LaVielleVP of Client ServicesWednesday, May 1, 13
  • What is Education Hour?One hour monthly education session open to all clientsBased on customer-driven feedbackYou tell us what you want to learn each month!Goal: Offer a unique training sessionon a variety of topics, products,and services offered by Survey AnalyticsTraining Planned for 2013:TurnYour Survey Into an Interactive SurveyHow To Recruit People IntoYour PanelField Projects Made Easy with SurveyPocketHow to Run Mobile Survey ProjectsRun A MR Study Using Multiple Deployment StrategiesWednesday, May 1, 13
  • Survey Programming Tips• Use these short cuts, and save time programming surveys!• Clients who have used these tips throughout the programming process save20-30% time, catch programming mistakes prior to deployment, and havehigher response rates.• These tips come from the account management and support team who havelearned these on the job and want to pass on to our clients.• This powerpoint and recorded training session will be emailed to allattendees and available on our blog: http://blog.surveyanalytics.comWednesday, May 1, 13
  • Let’s help Pawnee, Indiana’s Parks & Recreation Department surveyits citizens for a new park they want to build at Lot 48How may swings, slides, and drinking fountains should they have?What hours should to dog park be open for the public?Should there be a concession stand ran by Sweetums Candy Company at the park?How comfortable should our park benches be?Wednesday, May 1, 13
  • 1. Set your timezone underAccount SettingsTime stamps to all your responseswill be in your timezoneSame Timezone: ESTWednesday, May 1, 13
  • 1. Set your timezone underAccount SettingsTime stamps to all your responseswill be in your timezoneSame Timezone: ESTWednesday, May 1, 13
  • Help Leslie Knope Update Her Timezone!Click on email on topright hand cornerClick on “Edit User Details”to change timezoneUpdate, Save, and FinishWednesday, May 1, 13
  • Help Leslie Knope Update Her Timezone!Click on email on topright hand cornerClick on “Edit User Details”to change timezoneUpdate, Save, and FinishWednesday, May 1, 13
  • Help Leslie Knope Update Her Timezone!Click on email on topright hand cornerClick on “Edit User Details”to change timezoneUpdate, Save, and FinishWednesday, May 1, 13
  • Help Leslie Knope Update Her Timezone!Click on email on topright hand cornerClick on “Edit User Details”to change timezoneUpdate, Save, and FinishWednesday, May 1, 13
  • Having a hard time remembering a survey with a particularsubject mentioned? Find it with the Ad Hoc Query Tool!The Ad-Hoc query tool allows you to search your survey database for arbitrary criteriaSearch to find all responses that have a particular text that you put inAllows for searches for Analytical Data, Open Ended Texts, and Customized SegmentsEasy way to to start new project on subjects that were surveyed in the past2. Use the Ad Hoc Query Toolfrom Reports to datamineor search for topicsWednesday, May 1, 13
  • Donna Meagle needs to find a surveyshe did 2 years ago involving the HappyHands and Hearts Training Program toshow to Tom HaverfordLogin »  Surveys »  Reports »  DataManagement »  SearchSelect Search Mechanism:Text DataData AnalysisGroup SegmentsClick “Search Database” to downloadreport for reviewWednesday, May 1, 13
  • Donna Meagle needs to find a surveyshe did 2 years ago involving the HappyHands and Hearts Training Program toshow to Tom HaverfordLogin »  Surveys »  Reports »  DataManagement »  SearchSelect Search Mechanism:Text DataData AnalysisGroup SegmentsClick “Search Database” to downloadreport for reviewWednesday, May 1, 13
  • Donna Meagle needs to find a surveyshe did 2 years ago involving the HappyHands and Hearts Training Program toshow to Tom HaverfordLogin »  Surveys »  Reports »  DataManagement »  SearchSelect Search Mechanism:Text DataData AnalysisGroup SegmentsClick “Search Database” to downloadreport for reviewWednesday, May 1, 13
  • Save time saving frequently used questions in your question libraryDemographic QuestionsSurvey question topics for Pawnee: Community Program Satisfaction, Park Services Testing, Movies InPark, Homeless Shelter Relocation, etc.3. Use the Question Library forcommonly repeated questionsWednesday, May 1, 13
  • Jerry Gergich needs to savedemographicsfrom an old survey and use it for aproject launch of the 311 hotlineSelect the Copy Question ToLibrary option and Copy To access your library of copiedquestions, click on Library/SurveySelect questions to add to new surveyWednesday, May 1, 13
  • Jerry Gergich needs to savedemographicsfrom an old survey and use it for aproject launch of the 311 hotlineSelect the Copy Question ToLibrary option and Copy To access your library of copiedquestions, click on Library/SurveySelect questions to add to new surveyWednesday, May 1, 13
  • Jerry Gergich needs to savedemographicsfrom an old survey and use it for aproject launch of the 311 hotlineSelect the Copy Question ToLibrary option and Copy To access your library of copiedquestions, click on Library/SurveySelect questions to add to new surveyWednesday, May 1, 13
  • Jerry Gergich needs to savedemographicsfrom an old survey and use it for aproject launch of the 311 hotlineSelect the Copy Question ToLibrary option and Copy To access your library of copiedquestions, click on Library/SurveySelect questions to add to new surveyWednesday, May 1, 13
  • Share your question library with team members!Feature Added Q1 2013Cut down on the need to share full folders and ensure securityMake it easier to share specific question templates or questions related to a specific topic4. Working as a team on similarsurveys?Share yourQuestion Library with othersWednesday, May 1, 13
  • Chris Traeger And Ben Wyatt need toLeslie Knope to share her QuestionLibrary to audit Pawnee’s AnimalControl DepartmentLogin >> My QuestionLibraryClick on My Question LibrarySettingsSelect team members to shareQuestion Library withWednesday, May 1, 13
  • Chris Traeger And Ben Wyatt need toLeslie Knope to share her QuestionLibrary to audit Pawnee’s AnimalControl DepartmentLogin >> My QuestionLibraryClick on My Question LibrarySettingsSelect team members to shareQuestion Library withWednesday, May 1, 13
  • Chris Traeger And Ben Wyatt need toLeslie Knope to share her QuestionLibrary to audit Pawnee’s AnimalControl DepartmentLogin >> My QuestionLibraryClick on My Question LibrarySettingsSelect team members to shareQuestion Library withWednesday, May 1, 13
  • Chris Traeger And Ben Wyatt need toLeslie Knope to share her QuestionLibrary to audit Pawnee’s AnimalControl DepartmentLogin >> My QuestionLibraryClick on My Question LibrarySettingsSelect team members to shareQuestion Library withWednesday, May 1, 13
  • Share your survey link with your internalteam or clients by using the“Draft/Collaborate” status.Offer feedback within the surveytemplate without having to use an emailthread to manage edits to your survey.Don’t forget to change it back to“Active” before deployment!Select Survey Folder > Find Survey >Change Status: Draft/Collaborate5. Use Draft/CollaborateMode for QA prior tosurvey deploymentWednesday, May 1, 13
  • Make testing all logic easierEasier to test the usability ofeach questionTargets specific spots thatneed reworkingSeems like a no-brainer, but it’sa good reminder and a truetime saverAnything that saves thegovernment time and moneygets two thumbs up by RonSwanson6. Use Preview from specificquestion to test componentsrather than entire surveyWednesday, May 1, 13
  • Make testing all logic easierEasier to test the usability ofeach questionTargets specific spots thatneed reworkingSeems like a no-brainer, but it’sa good reminder and a truetime saverAnything that saves thegovernment time and moneygets two thumbs up by RonSwanson6. Use Preview from specificquestion to test componentsrather than entire surveyWednesday, May 1, 13
  • Make testing all logic easierEasier to test the usability ofeach questionTargets specific spots thatneed reworkingSeems like a no-brainer, but it’sa good reminder and a truetime saverAnything that saves thegovernment time and moneygets two thumbs up by RonSwanson6. Use Preview from specificquestion to test componentsrather than entire surveyWednesday, May 1, 13
  • Make testing all logic easierEasier to test the usability ofeach questionTargets specific spots thatneed reworkingSeems like a no-brainer, but it’sa good reminder and a truetime saverAnything that saves thegovernment time and moneygets two thumbs up by RonSwanson6. Use Preview from specificquestion to test componentsrather than entire surveyWednesday, May 1, 13
  • One of the most underutilized tools among current clients!Validate and Require specific questions or entire survey in one placeAdd Page breaks to entire surveySearch and ReplaceQA Logic and logic catch errors all in one page!7. Use Global Options to makevalidation, question codeupdates, and more to entiresurvey.Wednesday, May 1, 13
  • Ben Wyatt wants to require allquestions to be answered . . .Login »  Surveys »  (SelectSurvey) »  Edit Survey »  GlobalOptionsCheck questions and select UpdateSelected QuestionsAdd Separations,Validation, updatequestion codes and save changesWednesday, May 1, 13
  • Ben Wyatt wants to require allquestions to be answered . . .Login »  Surveys »  (SelectSurvey) »  Edit Survey »  GlobalOptionsCheck questions and select UpdateSelected QuestionsAdd Separations,Validation, updatequestion codes and save changesWednesday, May 1, 13
  • Ben Wyatt wants to require allquestions to be answered . . .Login »  Surveys »  (SelectSurvey) »  Edit Survey »  GlobalOptionsCheck questions and select UpdateSelected QuestionsAdd Separations,Validation, updatequestion codes and save changesWednesday, May 1, 13
  • Offers a secure storage site for testing all mediawithin your surveysBetter alternative to non secure hosting sites(YouTube,Vimeo)Is available for online and offline surveysPricing is dependent on storage room needed.8. Looking for securemultimedia storage?Media Bunker is availablefor use“Ya Heard With Perd” needs Pawneeans to give feedback!Wednesday, May 1, 13
  • Login >> Click on Edit Survey Tab Survey Options >> Media Bunker Choose File or Drag and Drop Files.How to Access Media BunkerWednesday, May 1, 13
  • Access to US and international respondents to accommodate a broadspectrum of research needs.Access to over 5 million members, who must each provide geographic,demographic, sociographic and psychographic information, accounting for over400 data pointshttp://www.qsample.com9. Need Respondent sample?Buy through us with QSampleWednesday, May 1, 13
  • Help Andy Dwyer find Baby Boomers to test outPark Benches for Lot 48Wednesday, May 1, 13
  • Login >> Click Send Survey TabRespondent Access>> Request NewQuoteSelect survey name>>TargetDemographic>>Respondent Count>>Notes>> Submit RequestSubmit A Quote to QSampleWednesday, May 1, 13
  • Action Alerts enables you to get notified immediately when someone answers in a particular way toyour questions in your survey.Example: Anne Perkins need to send send a report to the Parks and Recs team every time someoneis interested in signing up for the Happy Hands Training Program.10. Set up Action AlertsWednesday, May 1, 13
  • Login >> Click Edit Survey Tab >>Email NotificationEnable Action Alerts >> Set upAction CriteriaConfigure Action, Email, Distributionlist, Set up Subject and EmailBody,>> Click: Survey Response>>Save ChangesSet up Action AlertsWednesday, May 1, 13
  • 11. Use Variable Mapping‘ togive your own field names tocustom variables that you areusing in the surveyChange your custom variables in your report to actual names!Easy to identifyEasy to use for custom variable segmentationWednesday, May 1, 13
  • Login >> Click Edit Survey Tab >>Variable MappingUpdate “Values” that you want tohave displayed instead of CustomVariable 1,2,3 etc.Update Codes.To pass multiplewords through email list, survey, etc,use _ string between words. >> SaveQuota >>FinishSet upVariable MappingWednesday, May 1, 13
  • Replace ${custom1} with Newly MappedVariable ${DateOfbirth}Wednesday, May 1, 13
  • Variable Mapping in a surveyVariable Mapping in ReportsVariable MappingWednesday, May 1, 13
  • Variable Mapping in a surveyVariable Mapping in ReportsVariable MappingWednesday, May 1, 13
  • Variable Mapping in a surveyVariable Mapping in ReportsVariable MappingWednesday, May 1, 13
  • 12. Schedule Reminder emailsIt is now possible to schedulereminder emails automatically to goout when you want.Great news for April Ludgate whohates sending out reminder emailsto all of Leslie Knope’s surveyrespondent.She does not like people in generalso anything that requires her to donothing is good.Wednesday, May 1, 13
  • Login >> Send Survey TabClick on Sent Items >> SendReminderUpdate content of reminder email,select date to send, and click onSchedule ReminderSchedule a Reminder EmailWednesday, May 1, 13
  • Email: Esther LaVielleVP of Client ServicesEsther.rmah@surveyanalytics.com24/5 ChatEmail Support:http://www.surveyanalytics.com/helpWednesday, May 1, 13
  • Thank youFor Joining Us!See you at nextmonth’sEducation Hour!Wednesday, May 1, 13