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Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

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The new user interface was launched in the summer of 2013 and Survey Analytics VP of Client Services Esther LaVielle presented a special Education Hour to demonstrate even more of the new enhancements …

The new user interface was launched in the summer of 2013 and Survey Analytics VP of Client Services Esther LaVielle presented a special Education Hour to demonstrate even more of the new enhancements and shortcuts available to you now in Survey Analytics 2.0. To mention a couple, you will see items such as navigation hotkey shortcuts and new and faster ways to add/edit survey questions. New items are also available for rank order questions, language translation tools for multilingual surveys, panel management and more. Alongside what's new, we want to make sure that you are comfortable using the new interface and go over the basics to make sure you remain efficient during this change. This is the replay of our Education Hour that aired on Wednesday August 28, 2013 at 1PM EST/10AM PST on Cutting Edge Tools and Enhancements.

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  • 1. SURVEY ANALYTICS EDUCATION HOUR August 2013 Wednesday, August 28, 13
  • 2. AGENDA • Cutting EdgeTools & Enhancements Survey Analytics • Panel Management Enhancements • Live Demo • Q & A Wednesday, August 28, 13
  • 3. NAVIGATION HOT KEYS Get to items faster in your Survey Analytics account with these shortcuts! Wednesday, August 28, 13
  • 4. WHAT ARE NAVIGATION HOT KEYS? • Navigation hot keys are a lowercase letter or letter(s) you type in to quickly navigate you to the areas in your account you use the most • Navigation hot keys will display when you hover over items on the top navigation • Also navigate to “Edit Survey” side panel navigation with hot keys Wednesday, August 28, 13
  • 5. TOP NAVIGATION HOT KEYS Surveys s Edit Survey ea Send Survey d Reports r Mobile m Integration i Analytics a Panels p Wednesday, August 28, 13
  • 6. EDIT SURVEY NAVIGATION HOT KEYS Add/Edit Questions ea Survey Overview eo Settings ed Security es Email Notification en Variable Mapping ev Library el MediaBunker em Wednesday, August 28, 13
  • 7. ADD/EDIT QUESTION ENHANCEMENTS Wednesday, August 28, 13
  • 8. ADD QUESTIONTO SURVEY • We made it easy and faster to add and edit questions • Recatagorized standard & advanced question types, and easier access to question library • Increase survey programming efficiency and user experience Wednesday, August 28, 13
  • 9. *Cool New Stuff* QUESTIONTO SURVEY SET UP 1. Click on “+” to add question 2. Scroll to preview template & select 3.Add question and answer options to template & save 4. Edit on the fly: click on saved template to edit Wednesday, August 28, 13
  • 10. *Cool New Stuff* QUESTIONTO SURVEY SET UP 1. Click on “+” to add question 2. Scroll to preview template & select 3.Add question and answer options to template & save 4. Edit on the fly: click on saved template to edit Wednesday, August 28, 13
  • 11. *Cool New Stuff* QUESTIONTO SURVEY SET UP 1. Click on “+” to add question 2. Scroll to preview template & select 3.Add question and answer options to template & save 4. Edit on the fly: click on saved template to edit Wednesday, August 28, 13
  • 12. *Cool New Stuff* QUESTIONTO SURVEY SET UP 1. Click on “+” to add question 2. Scroll to preview template & select 3.Add question and answer options to template & save 4. Edit on the fly: click on saved template to edit Wednesday, August 28, 13
  • 13. SURVEY INFOGRAPHICS Making interactive InfoGraphics from your survey results is simple. Wednesday, August 28, 13
  • 14. INFOGRAPHICS • Make your research interactive and easier to understand! • Presentation ready and easy to share graphics of survey results in real time • Increase brand awareness with compelling and attractive facts, figures and stats Wednesday, August 28, 13
  • 15. INFOGRAPHICS FROM SURVEY RESULTS • Real time survey data InfoGraphics can be generated and shared in seconds • You can customize and add your branding to survey InfoGraphics • Choose which questions from the survey you wish to display Wednesday, August 28, 13
  • 16. INFOGRAPHICS IN SECONDS Step 1: Under the Surveys tab, select the survey you would like to use for your InfoGraphic Step 2: Select Reports in Survey Analytics main navigation Step 3: Select InfoGraphic under OnlineTools in left navigation panel Wednesday, August 28, 13
  • 17. SHAREYOUR INFOGRAPHIC 4 Ways to Share InfoGraphics 1. Share using the provided link 2. Download InfoGraphic as a PDF 3. Share to Facebook,Twitter or Linkedin 4. Use a QR Code for mobile scanning Wednesday, August 28, 13
  • 18. IMPORTTRANSLATIONS Set up multilingual surveys faster with our new import language tool Wednesday, August 28, 13
  • 19. *Cool New Stuff* IMPORT SURVEYTRANSLATIONS 1. Go to Settings >> Language, Pick languages you plan to import translations to. 2. Download Import Template 3. Fill out Template with translation(s). 4. Import File 5.Audit by going back to Languages and select language type. Wednesday, August 28, 13
  • 20. *Cool New Stuff* IMPORT SURVEYTRANSLATIONS 1. Go to Settings >> Language, Pick languages you plan to import translations to. 2. Download Import Template 3. Fill out Template with translation(s). 4. Import File 5.Audit by going back to Languages and select language type. Wednesday, August 28, 13
  • 21. *Cool New Stuff* IMPORT SURVEYTRANSLATIONS 1. Go to Settings >> Language, Pick languages you plan to import translations to. 2. Download Import Template 3. Fill out Template with translation(s). 4. Import File 5.Audit by going back to Languages and select language type. Wednesday, August 28, 13
  • 22. *Cool New Stuff* IMPORT SURVEYTRANSLATIONS 1. Go to Settings >> Language, Pick languages you plan to import translations to. 2. Download Import Template 3. Fill out Template with translation(s). 4. Import File 5.Audit by going back to Languages and select language type. Wednesday, August 28, 13
  • 23. *Cool New Stuff* IMPORT SURVEYTRANSLATIONS 1. Go to Settings >> Language, Pick languages you plan to import translations to. 2. Download Import Template 3. Fill out Template with translation(s). 4. Import File 5.Audit by going back to Languages and select language type. Wednesday, August 28, 13
  • 24. RANK ORDER ENHANCEMENT Enhanced Survey Creation and User Experience for Rank Order Wednesday, August 28, 13
  • 25. *Cool New Stuff* RANK ORDER 1. Select Rank Order Template 2.Add Question and Answer Options 3. Preview to review: Drop-down answer option Wednesday, August 28, 13
  • 26. *Cool New Stuff* RANK ORDER 1. Select Rank Order Template 2.Add Question and Answer Options 3. Preview to review: Drop-down answer option Wednesday, August 28, 13
  • 27. DYNAMIC LOOKUP KEY SEARCH Instead of displaying the whole list, respondents can type in their answers & options from the list will show up to select answer options. Wednesday, August 28, 13
  • 28. *Cool New Stuff* DYNAMIC LOOKUPTABLE KEY SEARCH 1. Select Dynamic Lookup Table Template 2.Add Question and Answer Options 3. Select: Keyword Search 4. Save Question 5. Preview and Test Wednesday, August 28, 13
  • 29. *Cool New Stuff* DYNAMIC LOOKUPTABLE KEY SEARCH 1. Select Dynamic Lookup Table Template 2.Add Question and Answer Options 3. Select: Keyword Search 4. Save Question 5. Preview and Test Wednesday, August 28, 13
  • 30. REPORT ENHANCEMENTS DataVisualization Options Available On CrossTabulation Wednesday, August 28, 13
  • 31. *Cool New Stuff* CROSSTABULATIONS 1. Reports >> Cross Tabulation 2. Select Questions for Tabulation 3. Select Output Type: Excel/PDF & Display Options: Bar or Column Chart 4. Download and review output Wednesday, August 28, 13
  • 32. *Cool New Stuff* CROSSTABULATIONS 1. Reports >> Cross Tabulation 2. Select Questions for Tabulation 3. Select Output Type: Excel/PDF & Display Options: Bar or Column Chart 4. Download and review output Wednesday, August 28, 13
  • 33. PANEL ENHANCEMENTS New Capabilities added to our panel tool Wednesday, August 28, 13
  • 34. *Cool New Stuff* !! PANEL: SUB PANEL STAGGER 1.We have enhanced the sampling feature by adding the capability to use sub-set of your sample for deployment (by implementing stagger selection) 2. Now through “Deploy to Sub- sample” we can send invitation to the stagger Sample (Sub- sample). Wednesday, August 28, 13
  • 35. *Cool New Stuff* !! PANEL: SUB PANEL STAGGER 1.We have enhanced the sampling feature by adding the capability to use sub-set of your sample for deployment (by implementing stagger selection) 2. Now through “Deploy to Sub- sample” we can send invitation to the stagger Sample (Sub- sample). Wednesday, August 28, 13
  • 36. *Cool New Stuff* !! PANEL: SUB PANEL STAGGER 1.We have enhanced the sampling feature by adding the capability to use sub-set of your sample for deployment (by implementing stagger selection) 2. Now through “Deploy to Sub- sample” we can send invitation to the stagger Sample (Sub- sample). Wednesday, August 28, 13
  • 37. *Cool New Stuff* PANEL: SAMPLE BALANCINGUse the Sample Balancing Tool to adjust the sample of your panel to match the population response rate. Step 1: Add Sample Balancer. Provide a name to the balancer.Type in the total response size that is required. Select the balancing parameters from the list. Click on Add Sample Balance. Step 2: Type in the percentage combinations that you are looking for. Ensure that the numbers under each paramter total to 100. Click on 'Add Sample Balancer' Step 3: Review output of sample balancer Step 4: If it’s to your liking, send out panel invitation Wednesday, August 28, 13
  • 38. *Cool New Stuff* PANEL: SAMPLE BALANCINGUse the Sample Balancing Tool to adjust the sample of your panel to match the population response rate. Step 1: Add Sample Balancer. Provide a name to the balancer.Type in the total response size that is required. Select the balancing parameters from the list. Click on Add Sample Balance. Step 2: Type in the percentage combinations that you are looking for. Ensure that the numbers under each paramter total to 100. Click on 'Add Sample Balancer' Step 3: Review output of sample balancer Step 4: If it’s to your liking, send out panel invitation Wednesday, August 28, 13
  • 39. *Cool New Stuff* PANEL: SAMPLE BALANCINGUse the Sample Balancing Tool to adjust the sample of your panel to match the population response rate. Step 1: Add Sample Balancer. Provide a name to the balancer.Type in the total response size that is required. Select the balancing parameters from the list. Click on Add Sample Balance. Step 2: Type in the percentage combinations that you are looking for. Ensure that the numbers under each paramter total to 100. Click on 'Add Sample Balancer' Step 3: Review output of sample balancer Step 4: If it’s to your liking, send out panel invitation Wednesday, August 28, 13
  • 40. Thank you for joining us today! Contact: Esther LaVielle esther.rmah@surveyanalytics.com 24 hour Chat &Email Support: http://www.surveyanalytics.com/help Q & A Wednesday, August 28, 13