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Education Hour: What's New in Survey Analytics (April 2014)

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Survey Analytics VP of Client Services Esther LaVielle guides us through another Education Hour to see some of the new and exciting features and how you can apply them today. …

Survey Analytics VP of Client Services Esther LaVielle guides us through another Education Hour to see some of the new and exciting features and how you can apply them today.

You may have noticed some changes in the look and feel of Survey Analytics. That's because we recently rolled out Bootstrap 3. Watch the replay to hear more on this as well as the topics below.

Some topics this month include:

Survey Analytics
SurveyPocket
SurveySwipe
Panel

Thank you for being a part of the Survey Analytics April 2014 Education Hour!

Published in: Education, Business, Technology

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Transcript

  • 1. EDUCATION HOUR April 2014 Thursday, April 24, 14
  • 2. Agenda ... “WELCOME!” 1 hour Monthly overview of tips and tools to make the usage of Survey Analytics more efficient and even fun to use to meet your research goals. We will meet every month. All Clients Welcome! Debut new products/services now available to all current clients Great way to review enhancements to existing license! Thursday, April 24, 14
  • 3. AGENDA • Tips on how to use a Multi-Deployment Strategy using Survey Analytics • Bootstrap3 is now live:What is it, and why it’s great news for existing customers • Dashboard & Custom Dashboard Revisited • Online Panel Enhancements:Themes & Rewards • Mobile Enhancements: SurveyPocket & SurveySwipe • Demonstration • Q & A Thursday, April 24, 14
  • 4. Developing a Multi-Channel Research Strategy on Survey Analytics Thursday, April 24, 14
  • 5. MULTI-CHANNEL RESEARCH Not talking about Cable TV Channels! *Market research projects that have 2 or more deployment strategies to reach your target respondent base. Thursday, April 24, 14
  • 6. MULTI-CHANNEL RESEARCH Not talking about Cable TV Channels! *Market research projects that have 2 or more deployment strategies to reach your target respondent base. Thursday, April 24, 14
  • 7. THE SET UP Getting Started * Establish client goals * Develop Research Plan * Figure out completion rates required. Example: 1300 completes US Residents who live in states with over 8% unemployment rate * Set up partnerships and vendors to use. This includes Survey Analytics! Thursday, April 24, 14
  • 8. THE SET UP Getting Started * Establish client goals * Develop Research Plan * Figure out completion rates required. Example: 1300 completes US Residents who live in states with over 8% unemployment rate * Set up partnerships and vendors to use. This includes Survey Analytics! Thursday, April 24, 14
  • 9. THE SET UP Getting Started * Establish client goals * Develop Research Plan * Figure out completion rates required. Example: 1300 completes US Residents who live in states with over 8% unemployment rate * Set up partnerships and vendors to use. This includes Survey Analytics! Thursday, April 24, 14
  • 10. THE SET UP Getting Started * Establish client goals * Develop Research Plan * Figure out completion rates required. Example: 1300 completes US Residents who live in states with over 8% unemployment rate * Set up partnerships and vendors to use. This includes Survey Analytics! Thursday, April 24, 14
  • 11. WHERETO GET SAMPLE? Evaluation of Sample/Respondent needs: Completes Needed: 1300 complete Mix of Mobile and Online respondents *1- Internal Survey Analytics respondent panel *2- Partnership with QSample to provide sample at a moment’s notice *3- Marketing on social media and online forums *4- Survey Pocket Field respondents *5- Set up an Incentive Thursday, April 24, 14
  • 12. WHERETO GET SAMPLE? Evaluation of Sample/Respondent needs: Completes Needed: 1300 complete Mix of Mobile and Online respondents *1- Internal Survey Analytics respondent panel *2- Partnership with QSample to provide sample at a moment’s notice *3- Marketing on social media and online forums *4- Survey Pocket Field respondents *5- Set up an Incentive Thursday, April 24, 14
  • 13. WHERETO GET SAMPLE? Evaluation of Sample/Respondent needs: Completes Needed: 1300 complete Mix of Mobile and Online respondents *1- Internal Survey Analytics respondent panel *2- Partnership with QSample to provide sample at a moment’s notice *3- Marketing on social media and online forums *4- Survey Pocket Field respondents *5- Set up an Incentive Thursday, April 24, 14
  • 14. WHERETO GET SAMPLE? Evaluation of Sample/Respondent needs: Completes Needed: 1300 complete Mix of Mobile and Online respondents *1- Internal Survey Analytics respondent panel *2- Partnership with QSample to provide sample at a moment’s notice *3- Marketing on social media and online forums *4- Survey Pocket Field respondents *5- Set up an Incentive Thursday, April 24, 14
  • 15. SURVEY PROGRAMMING Tip: Make sure that the survey you program is compatible on multiple platforms: Mobile & Online! * Only need to program it once in Survey Analytics: Multi-deployment channel already built in to target respondents * Dedicate time to TEST on all platforms! * All data flows into one area * Apply custom variables or external references to survey URL for tracking both online and in person marketing (QR Codes/ Marketing banners, etc.) Thursday, April 24, 14
  • 16. SURVEY PROGRAMMING Tip: Make sure that the survey you program is compatible on multiple platforms: Mobile & Online! * Only need to program it once in Survey Analytics: Multi-deployment channel already built in to target respondents * Dedicate time to TEST on all platforms! * All data flows into one area * Apply custom variables or external references to survey URL for tracking both online and in person marketing (QR Codes/ Marketing banners, etc.) Thursday, April 24, 14
  • 17. SURVEY PROGRAMMING Tip: Make sure that the survey you program is compatible on multiple platforms: Mobile & Online! * Only need to program it once in Survey Analytics: Multi-deployment channel already built in to target respondents * Dedicate time to TEST on all platforms! * All data flows into one area * Apply custom variables or external references to survey URL for tracking both online and in person marketing (QR Codes/ Marketing banners, etc.) Thursday, April 24, 14
  • 18. SURVEY PROGRAMMING Tip: Make sure that the survey you program is compatible on multiple platforms: Mobile & Online! * Only need to program it once in Survey Analytics: Multi-deployment channel already built in to target respondents * Dedicate time to TEST on all platforms! * All data flows into one area * Apply custom variables or external references to survey URL for tracking both online and in person marketing (QR Codes/ Marketing banners, etc.) Thursday, April 24, 14
  • 19. MULTI-CHANNEL SECURITY Security settings in all surveys is important, and x times more important for every additional channel you plan to use * Make sure to outline security settings expectations for each: Online survey, mobile, online community, in person, phone, etc. * Set up security options in Survey Analytics under the Edit Survey >> Security Settings *Mobile Settings: update security *Panel settings update security Thursday, April 24, 14
  • 20. MULTI-CHANNEL SECURITY Security settings in all surveys is important, and x times more important for every additional channel you plan to use * Make sure to outline security settings expectations for each: Online survey, mobile, online community, in person, phone, etc. * Set up security options in Survey Analytics under the Edit Survey >> Security Settings *Mobile Settings: update security *Panel settings update security Thursday, April 24, 14
  • 21. MULTI-CHANNEL SECURITY Security settings in all surveys is important, and x times more important for every additional channel you plan to use * Make sure to outline security settings expectations for each: Online survey, mobile, online community, in person, phone, etc. * Set up security options in Survey Analytics under the Edit Survey >> Security Settings *Mobile Settings: update security *Panel settings update security Thursday, April 24, 14
  • 22. MULTI-CHANNEL SECURITY Security settings in all surveys is important, and x times more important for every additional channel you plan to use * Make sure to outline security settings expectations for each: Online survey, mobile, online community, in person, phone, etc. * Set up security options in Survey Analytics under the Edit Survey >> Security Settings *Mobile Settings: update security *Panel settings update security Thursday, April 24, 14
  • 23. MULTI-CHANNEL SECURITY Security settings in all surveys is important, and x times more important for every additional channel you plan to use * Make sure to outline security settings expectations for each: Online survey, mobile, online community, in person, phone, etc. * Set up security options in Survey Analytics under the Edit Survey >> Security Settings *Mobile Settings: update security *Panel settings update security Thursday, April 24, 14
  • 24. SET UP DEPLOYMENT SCHEDULE Set up a Calendar & Schedule deployment on multiple platforms on different dates/times *1- Social Media Marketing Campaign *2- Posters, collateral QR code URL promotions *3- SurveyPocketField data collection deployment *4- Deploy to internal community using panel management tool *5- Supplement with qSample Thursday, April 24, 14
  • 25. MULTI-CHANNEL ANALYTICS SIMPLIFIED All data from multiple channels should be in one place * Save time compile data from multiple channels! * Segment by deployment channels * Compare results to see which deployment channels work the best & cost effective * Export/Download to xls, csv, spss, sql, ppt, word, etc. Thursday, April 24, 14
  • 26. MULTI-CHANNEL ANALYTICS SIMPLIFIED All data from multiple channels should be in one place * Save time compile data from multiple channels! * Segment by deployment channels * Compare results to see which deployment channels work the best & cost effective * Export/Download to xls, csv, spss, sql, ppt, word, etc. Thursday, April 24, 14
  • 27. MULTI-CHANNEL ANALYTICS SIMPLIFIED All data from multiple channels should be in one place * Save time compile data from multiple channels! * Segment by deployment channels * Compare results to see which deployment channels work the best & cost effective * Export/Download to xls, csv, spss, sql, ppt, word, etc. Thursday, April 24, 14
  • 28. MULTI-CHANNEL ANALYTICS SIMPLIFIED All data from multiple channels should be in one place * Save time compile data from multiple channels! * Segment by deployment channels * Compare results to see which deployment channels work the best & cost effective * Export/Download to xls, csv, spss, sql, ppt, word, etc. Thursday, April 24, 14
  • 29. MULTI-CHANNEL ANALYTICS SIMPLIFIED All data from multiple channels should be in one place * Save time compile data from multiple channels! * Segment by deployment channels * Compare results to see which deployment channels work the best & cost effective * Export/Download to xls, csv, spss, sql, ppt, word, etc. Thursday, April 24, 14
  • 30. SURVEY ANALYTICS Thursday, April 24, 14
  • 31. Survey Analytics has implemented Bootstrap, a front end tool kit created by Twitter! Automatically compatible on all online and mobile platforms as well as different browser versions Icons, theme, format changes, and more! Goal: Better User Experience! Make Survey Analytics even more intuitive and easier (less steps) to set up, deploy, and analyze data! BOOTSTRAP 3 Thursday, April 24, 14
  • 32. Survey Analytics has implemented Bootstrap, a front end tool kit created by Twitter! Automatically compatible on all online and mobile platforms as well as different browser versions Icons, theme, format changes, and more! Goal: Better User Experience! Make Survey Analytics even more intuitive and easier (less steps) to set up, deploy, and analyze data! BOOTSTRAP 3 Thursday, April 24, 14
  • 33. Survey Analytics has implemented Bootstrap, a front end tool kit created by Twitter! Automatically compatible on all online and mobile platforms as well as different browser versions Icons, theme, format changes, and more! Goal: Better User Experience! Make Survey Analytics even more intuitive and easier (less steps) to set up, deploy, and analyze data! BOOTSTRAP 3 Thursday, April 24, 14
  • 34. Survey Analytics has implemented Bootstrap, a front end tool kit created by Twitter! Automatically compatible on all online and mobile platforms as well as different browser versions Icons, theme, format changes, and more! Goal: Better User Experience! Make Survey Analytics even more intuitive and easier (less steps) to set up, deploy, and analyze data! BOOTSTRAP 3 Thursday, April 24, 14
  • 35. Dashboard Reports: Configurations Thursday, April 24, 14
  • 36. Survey Configuration now Available in Dashboard & Custom Dashboard Report Real-time configuration! Click on wheel icon for each question Download configured data Share with other dashboard accts (access to configured data) Update themes! Customize charts and grids for best analytical display! DASHBOARD: CONFIGURATIONS Thursday, April 24, 14
  • 37. Survey Configuration now Available in Dashboard & Custom Dashboard Report Real-time configuration! Click on wheel icon for each question Download configured data Share with other dashboard accts (access to configured data) Update themes! Customize charts and grids for best analytical display! DASHBOARD: CONFIGURATIONS Thursday, April 24, 14
  • 38. Survey Configuration now Available in Dashboard & Custom Dashboard Report Real-time configuration! Click on wheel icon for each question Download configured data Share with other dashboard accts (access to configured data) Update themes! Customize charts and grids for best analytical display! DASHBOARD: CONFIGURATIONS Thursday, April 24, 14
  • 39. Survey Configuration now Available in Dashboard & Custom Dashboard Report Real-time configuration! Click on wheel icon for each question Download configured data Share with other dashboard accts (access to configured data) Update themes! Customize charts and grids for best analytical display! DASHBOARD: CONFIGURATIONS Thursday, April 24, 14
  • 40. Survey Configuration now Available in Dashboard & Custom Dashboard Report Real-time configuration! Click on wheel icon for each question Download configured data Share with other dashboard accts (access to configured data) Update themes! Customize charts and grids for best analytical display! DASHBOARD: CONFIGURATIONS Thursday, April 24, 14
  • 41. Quick CustomVariable Mapping Thursday, April 24, 14
  • 42. Easier to update and map custom variables to names/values to be used for piping, logic, raw data, and data segmentation! • Enter one variable mapping per line. • Each custom variable can be mapped to only one value. • Display Name should be unique. • Code must be unique and should not contain any special characters including 'space'. It is an optional field. • First column is custom variable number. For example '3' for 'custom3'. Format: Custom variable number, Display name, Code Example: 1, Country, CN 2, Department, dpt QUICK CUSTOM MAPPING Thursday, April 24, 14
  • 43. Easier to update and map custom variables to names/values to be used for piping, logic, raw data, and data segmentation! • Enter one variable mapping per line. • Each custom variable can be mapped to only one value. • Display Name should be unique. • Code must be unique and should not contain any special characters including 'space'. It is an optional field. • First column is custom variable number. For example '3' for 'custom3'. Format: Custom variable number, Display name, Code Example: 1, Country, CN 2, Department, dpt QUICK CUSTOM MAPPING Thursday, April 24, 14
  • 44. WHAT’S NEW IN PANEL Thursday, April 24, 14
  • 45. NEWTHEMES: PANEL If you have no time or design horsepower to create a theme for your online community or panel, then SurveyAnalytics makes it easy with an out of the box  library of mobile responsive themes! Simply select a theme and upload your logo / header and your community homepage and member portal are complete. Login and Access Panel settings to change themes. Thursday, April 24, 14
  • 46. THEMES Key benefits of new themes: - Better UI - responsive mobile first - BS3 is easier to theme and lays the foundation for easier custom theming across the application. - Smaller file sizes by minified properties. Bootstrap 3 is much more viable for sites that need to work well on under-powered mobile and tablet devices. Thursday, April 24, 14
  • 47. THEMES Key benefits of new themes: - Better UI - responsive mobile first - BS3 is easier to theme and lays the foundation for easier custom theming across the application. - Smaller file sizes by minified properties. Bootstrap 3 is much more viable for sites that need to work well on under-powered mobile and tablet devices. Thursday, April 24, 14
  • 48. THEMES Key benefits of new themes: - Better UI - responsive mobile first - BS3 is easier to theme and lays the foundation for easier custom theming across the application. - Smaller file sizes by minified properties. Bootstrap 3 is much more viable for sites that need to work well on under-powered mobile and tablet devices. Thursday, April 24, 14
  • 49. THEMES Key benefits of new themes: - Better UI - responsive mobile first - BS3 is easier to theme and lays the foundation for easier custom theming across the application. - Smaller file sizes by minified properties. Bootstrap 3 is much more viable for sites that need to work well on under-powered mobile and tablet devices. Thursday, April 24, 14
  • 50. THEMES Key benefits of new themes: - Better UI - responsive mobile first - BS3 is easier to theme and lays the foundation for easier custom theming across the application. - Smaller file sizes by minified properties. Bootstrap 3 is much more viable for sites that need to work well on under-powered mobile and tablet devices. Thursday, April 24, 14
  • 51. What’s New on SurveyPocket Thursday, April 24, 14
  • 52. *Cool New Stuff* NEW ON SURVEYPOCKET 1. Multiple Questions on a screen 2. White label Options: Customize look and feel of your offline tool. Options include to create your own APP. 3. Dashboard report: Finish surveys where you left off. NewVersion IOS Released 4/21/14 Android: New version in store now Thursday, April 24, 14
  • 53. *Cool New Stuff* NEW ON SURVEYPOCKET 1. Multiple Questions on a screen 2. White label Options: Customize look and feel of your offline tool. Options include to create your own APP. 3. Dashboard report: Finish surveys where you left off. NewVersion IOS Released 4/21/14 Android: New version in store now Thursday, April 24, 14
  • 54. *Cool New Stuff* NEW ON SURVEYPOCKET 1. Multiple Questions on a screen 2. White label Options: Customize look and feel of your offline tool. Options include to create your own APP. 3. Dashboard report: Finish surveys where you left off. NewVersion IOS Released 4/21/14 Android: New version in store now Thursday, April 24, 14
  • 55. *Cool New Stuff* NEW ON SURVEYPOCKET 1. Multiple Questions on a screen 2. White label Options: Customize look and feel of your offline tool. Options include to create your own APP. 3. Dashboard report: Finish surveys where you left off. NewVersion IOS Released 4/21/14 Android: New version in store now Thursday, April 24, 14
  • 56. *Cool New Stuff* NEW ON SURVEYPOCKET 1. Multiple Questions on a screen 2. White label Options: Customize look and feel of your offline tool. Options include to create your own APP. 3. Dashboard report: Finish surveys where you left off. NewVersion IOS Released 4/21/14 Android: New version in store now Thursday, April 24, 14
  • 57. *Cool New Stuff* NEW ON SURVEYPOCKET 1. Multiple Questions on a screen 2. White label Options: Customize look and feel of your offline tool. Options include to create your own APP. 3. Dashboard report: Finish surveys where you left off. NewVersion IOS Released 4/21/14 Android: New version in store now Thursday, April 24, 14
  • 58. What’s New in Mobile Thursday, April 24, 14
  • 59. *Cool New Stuff* MOBILE APP SDK Software Development Kit (SDK) available for all Mobile Applications Add surveys to existing mobile apps Real-time results on-the go! All platforms In includes Passive data collection White label to match App look & feel Easy plug-in process for your current mobile apps Time: Within 1-3 weeks Pricing: Speak to CST manager Thursday, April 24, 14
  • 60. *Cool New Stuff* MOBILE APP SDK Software Development Kit (SDK) available for all Mobile Applications Add surveys to existing mobile apps Real-time results on-the go! All platforms In includes Passive data collection White label to match App look & feel Easy plug-in process for your current mobile apps Time: Within 1-3 weeks Pricing: Speak to CST manager Thursday, April 24, 14
  • 61. *Cool New Stuff* MOBILE APP SDK Software Development Kit (SDK) available for all Mobile Applications Add surveys to existing mobile apps Real-time results on-the go! All platforms In includes Passive data collection White label to match App look & feel Easy plug-in process for your current mobile apps Time: Within 1-3 weeks Pricing: Speak to CST manager Thursday, April 24, 14
  • 62. *Cool New Stuff* MOBILE APP SDK Software Development Kit (SDK) available for all Mobile Applications Add surveys to existing mobile apps Real-time results on-the go! All platforms In includes Passive data collection White label to match App look & feel Easy plug-in process for your current mobile apps Time: Within 1-3 weeks Pricing: Speak to CST manager Thursday, April 24, 14
  • 63. *Cool New Stuff* PANEL ACCESS CODE ADDED All Survey Analytics panel customers can now take advantage of SurveySwipe at no additional cost. If you have a panel with us, you can create a panel access code and enable SurveySwipe in just minutes! Unique identifier (Mobile ID) Panel Access Code to login to correct mobile community Available on IOS and Android Pricing: Speak to CST manager Thursday, April 24, 14
  • 64. *Cool New Stuff* PANEL ACCESS CODE ADDED All Survey Analytics panel customers can now take advantage of SurveySwipe at no additional cost. If you have a panel with us, you can create a panel access code and enable SurveySwipe in just minutes! Unique identifier (Mobile ID) Panel Access Code to login to correct mobile community Available on IOS and Android Pricing: Speak to CST manager Thursday, April 24, 14
  • 65. LIVE DEMO Thursday, April 24, 14
  • 66. PRICING SPECIAL FOR ATTENDEES To thank those who attended the Education hour Survey Analytics and qSample is offering a 10% discount for sample or respondents needed for surveys for first time qSample Customers! http://www.qSample.com Mention your attendance to your account manager or sales rep to qualify Thursday, April 24, 14
  • 67. Help & Support http://www.surveyanalytics.com/help Available 24/5 THANK YOU FOR ATTENDING! Thursday, April 24, 14