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Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
Education Hour: Everything You Need to Know About Piping and Mapping
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Education Hour: Everything You Need to Know About Piping and Mapping

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

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

We have a lot of tools that can help you with filtering through your data that you may not be aware of. We would like to show you how they work and get your feedback in this month's Education Hour. We are ready to show you some of the tricks and trades of using our tool.

Some topics this month include:

How to program custom variables into our surveys
How to pipe text from custom lists into surveys
How to validate open-ended text against your custom variable list
How to program custom variables and piping so it will be available in raw data for analysis
Live demonstrations and some of what's new in Survey Analytics

Published in: Education, Technology, Business
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  • 1. EDUCATION HOUR MAY 2014 Wednesday, May 28, 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 meet your research goals. 30-45 min with room for Q & A All Clients Welcome! Tips and Tricks For Surveys & Analytics Debut new products/services now available to all current clients Great way to review enhancements to existing license! Wednesday, May 28, 14
  • 3. EverythingYou Need To know About Piping and Mapping Wednesday, May 28, 14
  • 4. AGENDA • Piping 101:The Basics • Intermediate Piping Methods • Advanced Piping Methods • Mapping 101:The Basics • Intermediate Mapping Methods • Advanced Mapping Methods • New Enhancements in Survey Analytics • Demonstration Overview • Q & A Wednesday, May 28, 14
  • 5. PIPING Wednesday, May 28, 14
  • 6. PIPING 101 Mario & Luigi might know a thing or two about pipes, but so should survey programers! Piping enables you to carry text from one question to the next depending on the options selected by the respondent Wednesday, May 28, 14
  • 7. PIPING 101 Mario & Luigi might know a thing or two about pipes, but so should survey programers! Piping enables you to carry text from one question to the next depending on the options selected by the respondent Wednesday, May 28, 14
  • 8. PIPING 101 Mario & Luigi might know a thing or two about pipes, but so should survey programers! Piping enables you to carry text from one question to the next depending on the options selected by the respondent Wednesday, May 28, 14
  • 9. WHENTO USE PIPING 1- Follow up questions to answer selected 2- Show answers picked within survey 3- Carry over open-ended answers for follow up 4- Piping text based on selected answers or open-ended texts 5- Piping Text can only be carried over to the Next Immediate page. *Available Online & Mobile Apps Wednesday, May 28, 14
  • 10. WHENTO USE PIPING 1- Follow up questions to answer selected 2- Show answers picked within survey 3- Carry over open-ended answers for follow up 4- Piping text based on selected answers or open-ended texts 5- Piping Text can only be carried over to the Next Immediate page. *Available Online & Mobile Apps Wednesday, May 28, 14
  • 11. KEYS FOR PIPING Wednesday, May 28, 14
  • 12. KEYS FOR PIPING ${piping_text} ${custom#} Wednesday, May 28, 14
  • 13. BASIC PIPING Example: :Follow up questions for favorite Mario character Replace the XXXX with whatever Super Mario character the respondent had selected for question Piping will enable you to replace the XXXX with the appropriate text. If the respondent had selected Mario for question 1 then the follow up question will be displayed as: Mario *Optional: Assign CustomVariable # Wednesday, May 28, 14
  • 14. BASIC PIPING Example: :Follow up questions for favorite Mario character Replace the XXXX with whatever Super Mario character the respondent had selected for question Piping will enable you to replace the XXXX with the appropriate text. If the respondent had selected Mario for question 1 then the follow up question will be displayed as: Mario *Optional: Assign CustomVariable # Wednesday, May 28, 14
  • 15. BASIC PIPING Set Up: 1. Edit Survey >>Add / Update Logic >> Select Branch/Skip Logic *Piping option will only be displayed once branching destination selected 2.Enter the piping text and Update Branching Information 3. In the destination question, use ${piping_text} where ever you would like the piped text to show up 4. Open ended text:Assign custom var# and use ${custom#} 5.Add Page Break Wednesday, May 28, 14
  • 16. BASIC PIPING Set Up: 1. Edit Survey >>Add / Update Logic >> Select Branch/Skip Logic *Piping option will only be displayed once branching destination selected 2.Enter the piping text and Update Branching Information 3. In the destination question, use ${piping_text} where ever you would like the piped text to show up 4. Open ended text:Assign custom var# and use ${custom#} 5.Add Page Break Wednesday, May 28, 14
  • 17. BASIC PIPING Set Up: 1. Edit Survey >>Add / Update Logic >> Select Branch/Skip Logic *Piping option will only be displayed once branching destination selected 2.Enter the piping text and Update Branching Information 3. In the destination question, use ${piping_text} where ever you would like the piped text to show up 4. Open ended text:Assign custom var# and use ${custom#} 5.Add Page Break Wednesday, May 28, 14
  • 18. BASIC PIPING Set Up: 1. Edit Survey >>Add / Update Logic >> Select Branch/Skip Logic *Piping option will only be displayed once branching destination selected 2.Enter the piping text and Update Branching Information 3. In the destination question, use ${piping_text} where ever you would like the piped text to show up 4. Open ended text:Assign custom var# and use ${custom#} 5.Add Page Break Wednesday, May 28, 14
  • 19. INTERMEDIATE PIPING Want to pipe selected answers to multiple pages or pages further down in the survey? 1. Edit Survey >> Logic >>Branching 2. Assign Answer Options a Custom Variable Number * Up to 255 variables 3.Question template >> Switch out ${piping_text} to ${custom#} to pipe selected answers anywhere you want it! 4.Add Page Break Wednesday, May 28, 14
  • 20. INTERMEDIATE PIPING Want to pipe selected answers to multiple pages or pages further down in the survey? 1. Edit Survey >> Logic >>Branching 2. Assign Answer Options a Custom Variable Number * Up to 255 variables 3.Question template >> Switch out ${piping_text} to ${custom#} to pipe selected answers anywhere you want it! 4.Add Page Break Wednesday, May 28, 14
  • 21. PIPING TO A QUESTION WITH NO LOGIC? Want to pipe answers on questions that have no branching logic available? 1. Set up branching logic to enable piping text 2. Replace the text for the #### which the user/ respondent selected on questions use ${custom#} Wednesday, May 28, 14
  • 22. PIPING TO A QUESTION WITH NO LOGIC? Want to pipe answers on questions that have no branching logic available? 1. Set up branching logic to enable piping text 2. Replace the text for the #### which the user/ respondent selected on questions use ${custom#} Wednesday, May 28, 14
  • 23. ADVANCED PIPING Need to pipe answers from a multiple select question type? Looping = Piping x # Multi-Select Answers 1. Edit Survey >> Logic >>Branching 2. Type in Piping Text 3. Enable Looping button (Branching to a single question multiple times) 4. Question template >> Switch out XXXX for ${piping_text} 5.Add Page Break to start & close loop Wednesday, May 28, 14
  • 24. ADVANCED PIPING Need to pipe answers from a multiple select question type? Looping = Piping x # Multi-Select Answers 1. Edit Survey >> Logic >>Branching 2. Type in Piping Text 3. Enable Looping button (Branching to a single question multiple times) 4. Question template >> Switch out XXXX for ${piping_text} 5.Add Page Break to start & close loop Wednesday, May 28, 14
  • 25. WIDEN THE LOOP? Need to pipe answers from a multiple select question type to a SEQUENCE of questions? 1. Edit Survey >> Logic >>Branching 2. Type in Piping Text 3. Enable Looping button (Branching to a single question multiple times) 4. Question template >> Add piping text to each of the follow up questions 5.Add Page Break at beginning & the very END of question sequence to close the loop Wednesday, May 28, 14
  • 26. WIDEN THE LOOP? Need to pipe answers from a multiple select question type to a SEQUENCE of questions? 1. Edit Survey >> Logic >>Branching 2. Type in Piping Text 3. Enable Looping button (Branching to a single question multiple times) 4. Question template >> Add piping text to each of the follow up questions 5.Add Page Break at beginning & the very END of question sequence to close the loop Wednesday, May 28, 14
  • 27. WIDEN THE LOOP? Need to pipe answers from a multiple select question type to a SEQUENCE of questions? 1. Edit Survey >> Logic >>Branching 2. Type in Piping Text 3. Enable Looping button (Branching to a single question multiple times) 4. Question template >> Add piping text to each of the follow up questions 5.Add Page Break at beginning & the very END of question sequence to close the loop Wednesday, May 28, 14
  • 28. SCRIPTING FOR PIPING Need different kind of piping options than what we covered today? We got you covered with scripting using velocity or javascripting! * Generally a part of license unless extremely complex * Speak to your Customer Success Mananager for more details to get started on customized scripting Wednesday, May 28, 14
  • 29. MAPPING Wednesday, May 28, 14
  • 30. MAPPING 101 Replace ALL Custom variable codes: Use Mapping! Best way to describe Mapping: “It’s like playing Pictionary for your survey” Benefits: *Recodes your custom variable numbers into a single description *Instead of custom variable code 1,2,3,4, rename it into something you recognize *First step towards database inegration with SA Wednesday, May 28, 14
  • 31. MAPPING 101 Replace ALL Custom variable codes: Use Mapping! Best way to describe Mapping: “It’s like playing Pictionary for your survey” Benefits: *Recodes your custom variable numbers into a single description *Instead of custom variable code 1,2,3,4, rename it into something you recognize *First step towards database inegration with SA Wednesday, May 28, 14
  • 32. TIPS ABOUT MAPPING MAP BEFORE PIPING * Map when using CustomVariables from your email lists or panel * Replaces ALL ${Custom#} with ${mappingtext} Keep track of mapping variables! * Prevents integration issues connecting with 3rd party tools or sample firm: Salesforce, Google Analytics, qSample *225 mapping variables Wednesday, May 28, 14
  • 33. Optional: Upload list of variables to map. Same process as uploading email list. 1.Add/Edit Tab >> Add Variable Mapping 2. From the Custom variables column select the Custom variables from the drop down 3. Enter the display name in the corresponding Display Column. 4. Enter the Code for the custom variable and click the Save button. 5.Add ${mappingtext} within survey BASIC MAPPING Wednesday, May 28, 14
  • 34. Optional: Upload list of variables to map. Same process as uploading email list. 1.Add/Edit Tab >> Add Variable Mapping 2. From the Custom variables column select the Custom variables from the drop down 3. Enter the display name in the corresponding Display Column. 4. Enter the Code for the custom variable and click the Save button. 5.Add ${mappingtext} within survey BASIC MAPPING Wednesday, May 28, 14
  • 35. Optional: Upload list of variables to map. Same process as uploading email list. 1.Add/Edit Tab >> Add Variable Mapping 2. From the Custom variables column select the Custom variables from the drop down 3. Enter the display name in the corresponding Display Column. 4. Enter the Code for the custom variable and click the Save button. 5.Add ${mappingtext} within survey BASIC MAPPING Wednesday, May 28, 14
  • 36. 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 Wednesday, May 28, 14
  • 37. 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 Wednesday, May 28, 14
  • 38. INTERMEDIATE MAPPING Passing MappingVariables (MV) through Survey URL To append MV to a survey link: 1. Copy the survey link and paste it into notepad 2.Add a question mark (?) to end URL 3.Type Mapping Code = Actual value (it is the value that you want to pass for that custom variable). Example: https://surveyanalytics.com/t/ AIyWAZNyRW?dpt=Sales 3.To pass the value for multiple custom variables then, we have to separate each variable data pair with an ampersand (&) Example: https://surveyanalytics.com/t/ AIyWAZNyRW?dpt=Sales&EmpID=12345 Wednesday, May 28, 14
  • 39. PANELVARIABLE MAPPING Passing profiling information from panel: 1. Panel Profile>> Assign custom variable *Panel variables are NOT available for Surveys *Available to review in raw data, segmentation, and other analytic tools Wednesday, May 28, 14
  • 40. PANELVARIABLE MAPPING Passing profiling information from panel: 1. Panel Profile>> Assign custom variable *Panel variables are NOT available for Surveys *Available to review in raw data, segmentation, and other analytic tools Wednesday, May 28, 14
  • 41. Want to map the answers and integrate with tools like Salesforce or Pardot? Mapping interface includes the capability to post custom variables from SurveyAnalytics to Salesforce The custom1 and custom2 variables are reserved values used by SurveyAnalytics to lookup the correct Salesforce.com object The remaining variables, custom3, custom4 and custom5, can be utilized for additional values to pass over If you have another outside database you would like to map data to, speak to your Customer Success Manager. *Integration fees apply. ADVANCED MAPPING Wednesday, May 28, 14
  • 42. Want to map the answers and integrate with tools like Salesforce or Pardot? Mapping interface includes the capability to post custom variables from SurveyAnalytics to Salesforce The custom1 and custom2 variables are reserved values used by SurveyAnalytics to lookup the correct Salesforce.com object The remaining variables, custom3, custom4 and custom5, can be utilized for additional values to pass over If you have another outside database you would like to map data to, speak to your Customer Success Manager. *Integration fees apply. ADVANCED MAPPING Wednesday, May 28, 14
  • 43. Want to map the answers and integrate with tools like Salesforce or Pardot? Mapping interface includes the capability to post custom variables from SurveyAnalytics to Salesforce The custom1 and custom2 variables are reserved values used by SurveyAnalytics to lookup the correct Salesforce.com object The remaining variables, custom3, custom4 and custom5, can be utilized for additional values to pass over If you have another outside database you would like to map data to, speak to your Customer Success Manager. *Integration fees apply. ADVANCED MAPPING Wednesday, May 28, 14
  • 44. Analytics: Piping Mapping Wednesday, May 28, 14
  • 45. Want to Analyze data based on piped answers and mapping variables? * Make sure to assign all piped text to a custom variable number. * Recode custom variable to mapping text of choice * Use Dashboard Reporting tool & Data segmentation tool: Drill down using system variables * Use Banner/Pivot table * Raw data will not show piping text. It will only show recoded variable mapping text PIPING & MAPPING ANALYTICS Wednesday, May 28, 14
  • 46. Want to Analyze data based on piped answers and mapping variables? * Make sure to assign all piped text to a custom variable number. * Recode custom variable to mapping text of choice * Use Dashboard Reporting tool & Data segmentation tool: Drill down using system variables * Use Banner/Pivot table * Raw data will not show piping text. It will only show recoded variable mapping text PIPING & MAPPING ANALYTICS Wednesday, May 28, 14
  • 47. Want to Analyze data based on piped answers and mapping variables? * Make sure to assign all piped text to a custom variable number. * Recode custom variable to mapping text of choice * Use Dashboard Reporting tool & Data segmentation tool: Drill down using system variables * Use Banner/Pivot table * Raw data will not show piping text. It will only show recoded variable mapping text PIPING & MAPPING ANALYTICS Wednesday, May 28, 14
  • 48. Want to Analyze data based on piped answers and mapping variables? * Make sure to assign all piped text to a custom variable number. * Recode custom variable to mapping text of choice * Use Dashboard Reporting tool & Data segmentation tool: Drill down using system variables * Use Banner/Pivot table * Raw data will not show piping text. It will only show recoded variable mapping text PIPING & MAPPING ANALYTICS Wednesday, May 28, 14
  • 49. SURVEY ANALYTICS ENHANCEMENTS Wednesday, May 28, 14
  • 50. Data Comparison Report Wednesday, May 28, 14
  • 51. Select same questions across multiple surveys to compare changes across different surveys! DATA COMPARISON REPORT Wednesday, May 28, 14
  • 52. Select same questions across multiple surveys to compare changes across different surveys! DATA COMPARISON REPORT Wednesday, May 28, 14
  • 53. Image Finder Wednesday, May 28, 14
  • 54. Got a loaded library of images? Now it’s easier to find specific images & formats! IMAGE FINDER Wednesday, May 28, 14
  • 55. Got a loaded library of images? Now it’s easier to find specific images & formats! IMAGE FINDER Wednesday, May 28, 14
  • 56. LIVE DEMO Wednesday, May 28, 14
  • 57. 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 Wednesday, May 28, 14
  • 58. Q & A Subscribe to receive Survey Analytics Updates! Help & Support http://www.surveyanalytics.com/help Available 24/5 THANK YOU FOR ATTENDING! Wednesday, May 28, 14

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