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Beetrieve users manual

1. From Template From another survey Figure 3 3 Choose what to insert Close surveyCanvas all changes are automatically saved Insert ry Help x alle M E Clee Y Show element frames C Autoscroll Placeholder text Figure 3 4 and it is instantly inserted You just created the first item in your questionnaire It is that easy Notice how the Insert menu works like a desktop app command menu You choose what you want to insert form the menu and it is instantly inserted Ignoring the Options panel for the time being continue by inserting the first question in which youll ask about income For most of the questions that deals with numbers such as income and age it is often a good idea to present ready made options in relevant groups For this a question type where it is only possi ble to select one of many alternatives is appropriate The two question types which fits that de 14 Beetrieve User s Manual scription are Drop down menw and Multiple choice one answer i e radio buttons For this question choose Drop down menw from the Tools palette pull down menu Close surveyCanvas Insert lt Help DJ allej Niy t a eEG M Show element frames Autoscroll Figure 3 5 The result of choosing Drop down menu from the Insert menu As you can see the drop down menu element was immediately inserted below the currently se lected element the text and then sel
2. g sonora IT BEETRIEVE USER S MANUAL Covers Beetrieve Standard Enterprise version 3 1 Sonora IT AS 2009 2013 Sonora IT AS All rights reserved This publication may not be altered or copied from in any way though it may be eletronically redistributed in unaltered form as long as it is clearly identified with the title from the front page and as originating from Sonora IT AS Such identification must also include a clickable link leading to one of the two URLs shown below on this page Sonora IT Sonora IT AS Beetrieve and surveyCanvas are trademarks of Sonora IT AS www beetrieve com www beetrieve no Sonora IT E AO WTO USO BODA 4 2 OPEC A SUT UC WILD DORE 7 3 Creatine the sur Oey GUCSTIONS A ASIA II TELAS PU ta A ANA OE ENER 12 EXAMPLE simple three page GUCSTIONNGING a 13 A IVOFRINO WED DAT PUTS esa oa 27 ADAME ISE PEIA E IA A dica 27 Example Importing participants from file ninio ninio 28 Participants post ddtnt AAA AAA A AAA AAA AAA AAA 31 DAS o cca 31 AIL CE SUE OC aiii 32 REGUEIRO COALS ioeie cates beac tsa in 35 LAAN OTOP DIOS ic silo iid n 35 Disable DIO AUS ASA Ad 36 E LA EI TIN IO ES CE a testes va eds at tant E E tanec ates 38 G SUT ANA TRON ACTS dt 39 DEI ETI O NO 39 TROUT A AAA A SA E ci 42 COMA NOS UI lai 44 SUAS OCCT I ease aed ne eee td du 44 SUFO REPOT ariana rl al anida 45 V OIE TESS aa a E hace eared aaa nalsestosieaelss 46 Reull ARC ONL ao e ENEE A id 46 A T E N T E E TS 48 R
3. USD 40 000 50 000 USD 50 000 60 000 USD 60 000 70 000 USD 70 000 80 000 USD 80 000 90 000 USD 90 000 100000 Above USD 100 000 O Please specify what kind of vacation s you have enjoyed in the last 12 months You may select several answers Domestic Cruise International Cruise Skiing Camping Boating Hiking Hotel City Hotel Beach Hotel Countryside Visiting friends family 00000000000 Please specify the total amount you have spent on vacations during the last 12 months Please select the total cost Figure 3 22 Beetrieve User s Manual You are also going to ask about gender which is a simple two options question Select the first element in the questionnaire the text insert a Multiple Choice one answer type question and fill enter the appropriate Options _Close surveyCanvas Insert Saje Y Show element frames Thank you for participating in this survey We would like to ask you about your vacation habits First a few questions about you i Male O Female Please select your age 4 Please sepcify the income level in your household USD 0 10 000 USD 10 000 20 000 USD 20 000 30 000 USD 30 000 40 000 D 0 Options Branching Multiple choice one answer Label Label 8 Help Autoscroll Visible 4 Orientation M Horizontal Vertical Q Answer alternatives Male Female Figure 3 23 In th
4. Should you have any questions in connection with this purchase please contact us at sales sonorait com or use our contact form Please quote the above order ID in all communications to us regarding this purchase On Sonora IT s support pages you will also find more information and answers to Frequently Asked Questions Best regards The sales team Sonora IT Figure 8 5 The confirmation window contains a transaction ID only if you paid using a credit card Also a Back to surveys button displays if you purchased answers which will bring you back to the ad min for the surveys Otherwise use the Surveys entry in the main menu to return to the surveys 2 Some browsers behave in a way that makes it necessary to keep the separate window open In such cases the order confirmation is shown in the same separate window Beetrieve User s Manual
5. add participants using the Participants command menu as well as search for participants on any piece of information you have imported AFTER SURVEY START If you add participants before you start the survey those participants will be sent invitation emails upon start See the Startup and Reminders chapter for details on the invitation email If you add participants after survey start they will initially look like in figure 4 10 adding a status indicator in front of every participant Questions Participants Test Startup Reminders Results Help Participants 5D Emails 5 Search participants Show All l to 5 of 5 Status Email address Variable 01 Delete info acmeink com Acme Ink Delete jean smith foobar com Foobar Corp Delete email sonorait com Sonora IT AS Delete email lagmult com LAG Multimedia Delete southgarden southgarden org Southgarden Inc Figure 4 10 When adding more participants after survey start you will have to use the Send unsent com mand in the Participants command menu to send the invitation emails 32 Beetrieve User s Manual This will generate invitation emails using the email message in its current form as it is shown in the Startup panel and send that email to every participant whose email had not previously been sent you may therefore add participants in several bathes before using the Send unsent com mand W hen the invitation emails are being sent the status ind
6. has an answer limit of 6500 E Beetrieve no Quantity Product Description Price USD cua Answers 500 1x500 additional answers for your surveys at USD 14 00 14 00 Or upgrade to Beetrieve Enterprise Choose one of these one year subscriptions Product Description Price USD Enterprise Single 500 One person up to 500 answers per survey 219 00 Enterprise Single X One person unlimited answers per survey 799 00 Enterprise Multiple 5 Up to 5 people unlimited answers per survey 2399 00 Enterprise Multiple 10 Up to 10 people unlimited answers per survey 3799 00 Enterprise Multiple 20 Up to 20 people unlimited answers per survey 6299 00 confirm that have read and accepted Sonora IT s purchasing terms Discount code if you have one Continue You may pay using MasterCard or VISA or by invoice if billing address currency is in Norway NOK Select on next page Figure 8 1 50 Beetrieve User s Manual You can also initiate a purchase by clicking Purchase in the main menu in Beetrieve The web store will only show the option of purchasing answers in Beetrieve Standard As an example with Beetrieve Standard open the web store either by clicking Purchase in the main menu or by clicking Get more answers in the Results panel The store will look like in fig 8 1 If you now want to purchase more answers for your account and you anticipate at least 2000 an swers to come in you could choose to purchase
7. place down if possible Move to end Moves the currently selected element to the end bottom of the questionnaire Preview Opens the questionnaire in a live preview window so you can see exactly how it looks and behaves for a participant Print Opens the questionnaire up in a separate window that if printed will yield a print out of one page of the questionnaire per printed page Export Exports the questionnaire as an Microsoft Word doc file After survey start only the three last buttons will be available Any images in the questionnaire will not be included 12 Beetrieve User s Manual EXAMPLE A SIMPLE THREE PAGE QUESTIONNAIRE The absolute easiest way to get quickly up and running with a high quality questionnaire is to start with one of the built in questionnaire templates available from the Insert menu However it is more instructive to show how to use surveyCanvas through an example starting from scratch Follow the steps in this example to set up a simple questionnaire demonstrating the basics of surveyCanvas The editor is much more powerful and capable than is demonstrated here so please see the reference manual for details on all aspects of the editor The example uses an imagined survey about vacations to try to find out something about the rela tionship between education income and vacation habits Let us assume a new survey called Vacation habits has been created as demonstrated previously W
8. 4x500 answers a 1 jonal answers for your surveys Your account currently has an answer limit of 100 2 Product Description Price USD h Answers 500 4x500 additional answers for your surveys at USD 14 00 5 6 7 de to Laguna Survey Enterprise Choose one of these one year subscriptions 8 9 Product Description Price USD 10 Enterprise Single 500 One person up to 500 answers per survey 159 00 Enterprise Single 2000 One person up to 2000 answers per survey 479 00 Figure 8 2 This account currently has an answer limit of 100 the free number of answers every account has by default If you purchase 2000 answers you will therefore be able to see export up to 2100 an Swers When you have selected the quantity and product indicate that you have read and accepted Sonora IT s terms of purchasing by checking the box please review them by clicking the link if you haven t done so before and click Continue confirm that have read and accepted Sonora IT s purchasing terms Y Discount code if you have one Continue You may pay using MasterCard or VISA or by invoice if billing address currency is in Norway NOK Select on next page Figure 8 3 If you have a discount code enter it in the box before clicking Continue FINISHING THE PURCHASE Clicking Continue will bring you to the next page where you enter the billing address Beetrieve User s Manual 2 of 3 Billing Address Quantity Pr
9. 50 No MM Giom En sent 2013 03 09 23 10 59 E More lt _ Such User Here E More Send new invitation email E More E More lt Participant Started 2013 03 09 23 20 35 More i More i m pia E Participant finished ye E More Try again Inc El More Imc E More Participant s link to the survey E More E More http beta beetrieve no respond auth m 328348 amp n x ae More Participant s link to the survey More Open the questionnaire as this participant More http beta beetrieve no respond auth m 328349 amp n HI Open the questionnaire as this participant Close Close Figure 4 14 After Beetrieve has sent a participant s email whatever the result you can click its More button next to the status indicator to see details about that email sending participant as well as execute several useful commands as shown in fig 4 14 which shows the participant additional info panel for a bounced email and a participant that has started but not finished filling in the question naire respectively Editing the email address and the links at the bottom of the panel are Beetrieve Enterprise only features Note that using the links are precisely equivalent and will have the same effect as the participant him herself opening the questionnaire 34 Beetrieve User s Manual RE QUEUING BOUNCED EMAILS Every invitation email that Beetrieve has registered as bounced failed will display w
10. All the surveys you create show as a list in the upper part of the window It might look like this with three surveys 8 Beetrieve User s Manual New survey Show lin JS elete Name Created Status onetest 11 08 2009 10 08 PM Started 08 03 2010 01 18 PM Part test 07 30 2010 09 24 PM Started 08 08 2010 12 12 AM Template test 08 12 2010 09 52 AM New Figure 2 4 To select a survey to work with click on it New survey Show link Close Delete Name Created Status onetest 11 08 2009 10 08 PM Started 08 03 2010 01 18 PM Part test 07 30 2010 09 24 PM Started 08 08 2010 12 12 AM Template test 08 12 2010 09 52 AM New Figure 2 5 When you create a new survey Beetrieve will send you an email to your log in address with the open link to the survey If you plan to run an open survey you can forward the email to whoever you would like to participate in the survey or you can copy the link from the email and share it on the web If you don t have the email handy you can use the Show links button above the survey list to dis play the same links for the currently selected survey Beetrieve Standard 3 0 by Sonora IT AS man munan e gt New survey Show info Show links Close Delete o Account Name Link to the survey Customer Satisfaction ta Purchase Er Us f http www beetrieve no respond auth 0 2805 amp p 135 amp q 8194229030 Y Help Embeddable i
11. Insert Help Multiple choice multiple answers Label a e 4 a eG Y Show element frames Autoscroll Label 4 Visible C USD IU VUU ZU UUU USD 20 000 30 000 USD 30 000 40 000 m USD 40 000 50 000 Answer alternatives 4 Orientation En i Horizontal C Vertical USD 50 000 60 000 f3 Domestic Cruise International Cruise USD 60 000 70 000 Skiing USD 70 000 80 000 s Camping E Boating USD 80 000 90 000 Hiking nm Hotel City USD 90 000 100 000 Hotel Beach Above USD 100 000 Hotel Countryside Visiting friends family Other Domestic Cruise International Cruise 2 Skiing B Camping O Boating g APPR Hiking LJ Hotel City Validation Hotel Beach Minimum selected 1 Hotel Countryside Maximum selected No restriction Visiting friends family Other Ma Figure 3 16 If you make a mistake while working with the questionnaire like entering something incorrect or deleting something you shouldn t have be it an element or a long list of answer values you can always click the Undo button to correct your mistake surveyCanvas has a 5 level undo buffer In the last question you will ask about the total cost of the vacation trips You ll need alternatives from USD o 10 ooo and above for this Since this is the same list as the income list minus one zero in all numbers you can copy and paste that list into the Answer alternatives text box in the new question s Options panel th
12. Sonora IT AS email lagmult com LAG Multimedia southgarden southgarden org Southgarden Inc Figure 4 12 Beetrieve User s Manual Questions Participants Test Startup Reminders Results Help Participants Emails 5 Search participants Show All l to 5 of 5 Status Email address Variable 01 a More info acmeink com Acme Ink w More jean smith foobar com Foobar Corp More email sonorait com Sonora IT AS E More email lagmult com LAG Multimedia N More southgarden southgarden org Southgarden Inc The email delivery failed Click to try again Click More for other options Figure 4 13 There is now one invitation email that has been delivered email sonorait com the only real email address in this example and the rest have failed bounced indicated by the red background colour The population as calculated by Beetrieve will therefore at this point be 1 It will usually take about an hour for emails to show the red failed status This is because Beet rieve will try several times up to 5 to resend emails that fail While this is happening the status indicator will show the grey in queue colour Questions Participants Test Questions Participants Test Participants a A Participants Emails 8 jean smith foobar com Save AA AAA Bo 80 email sonorait com Status Error message from external mail server Status D More SMTP SEND ERROR Email_SMTP Server Error 5
13. and the answers are shown in random order This option only affect invitation based participants Any participants from the open link will always be anonymous by nature since all participants use the same link This option cannot be changed after survey startup to keep the integrity of the choice intact Remember that checking this option is the only way to truly run an anonymous survey The second option only affect participants coming in from the open link if any Since all the par ticipants of this kind share one link there is no way for Beetrieve to distinguish between them Therefore there is by default no stopping someone from clicking an open link several times po tentially answering the survey many times Enabling this option makes certain that does not hap pen However checking this options has some ramifications please see the Beetrieve reference man ual for a discussion on these Once you have sat the preferences the way you desire click the Start the Survey button to actu ally start the survey This will open the survey for participation send out the invitation emails if you have added participants before start and activate the Reminders and the Results panel Beetrieve User s Manual When you have started the survey the Startup panel will show you information about the sending of invitation emails in place of the Start button The invitation emails if any are generated by Beetrieve and queued for sen
14. anvas a plain text message is sent 40 Beetrieve User s Manual We recommend you test the email with the Test panel before you go live to check that the email looks good if you use this feature KKK Regardless of if you use the email message or not click Start the survey when you are ready to take the survey live and start accepting participants and results When you click the start button an intermediate panel will show prompting you to set a few preferences before starting the survey Questions Participants Test Startup Reminders Results Help You are about to start the survey Videotest You need to set a few preferences first Anonymous participants This only has an effect for participants you add in the Participants Panel if any Allow only one answer per IP address This only has an effect for participants using the general open link to the survey for answering if any When you start the survey surveyCanvas enters a limited edit mode where you can only edit non question elements and the Results Panel becomes active Start now Start the survey Cancel Figure 6 3 The first option sets whether to run the survey anonymously or not Normally with invited par ticipants their email addresses are shown along with their answers in different places in the Re sults panel However with this option set no email addresses or other pieces of imported par ticipant data will show anywhere in the results
15. at is all you need you can skip all parts of this manual that deals with participants and invitation emails However Beetrieve was envisioned and built as a professional survey solution so that is only one of many possibilities Another option is to add explicit participants to the survey These are on a basic level email addresses that you enter into the Participants panel of the admin interface See the Working with Participants chapter for more info If you run your survey not using the link that Beetrieve emails to you for the survey but only email addresses that you add explicitly to the survey you are running a pure znv tation based survey As fig 1 1 shows you can add participants before or after starting the survey and you can add more participants at any time You can of course also mix invitation based answers and answers from the open link in the same survey Beetrieve User s Manual Using explicit participants usually affords more control than just using the open link because their answers are linked to their entries in the Participants panel Invitation based survey are also usually preferred when the statistical certainty of the results is of the essence There are however many cases where it is not possible or practical to use invitation based participants for instance when asking for feedback on a website But this is not a survey methodology paper but a user s manual We have released a methodology paper
16. contains all the important information about the survey collected in one place Population and participation status invitation and reminder emails the full questionnaire a graph showing participation over time and one graph showing the distribution of time used by the participants to complete the questionnaire Beetrieve Enterprise only are all found in this report Beetrieve User s Manual Answer distribution over time La El Started Finished juas suapuiway juas Ssuapuiway juas Siapulway JU3S SIJP gt m 3 O Figure 7 4 Answer distribution over time as shown in the Survey report VIEWING RESULTS The Results panel contains four tools for getting at the actual results of the survey Results Report RESULTS REPORT The Results Report aggregates your surveys results into a compact but all inclusive report It contains all answers in an easy to digest format running from the first to the last question in your survey Answers to all multiple choice type questions are given in both tables and charts by default showing the number of participants answering each alternative and the tables also show the per centage for the same The percentage is always calculated per question from the total number of participants giving an answer to that particular question 46 Beetrieve User s Manual Question 4 Purchased items E a e A REA ES ASA SW See 7 Spar
17. ding It might take up to 3 minutes before the emails start queuing and going out Until then Sent Queued and Error bounced will all show o zero The status is live and will show and update how many emails are in queue have been sent and have failed in real time You can also see the state of individual participants invitation emails in the Participants panel see the Working with Participants chapter for details Questions Participants Test Startup Reminders Results Status email Sent 527 Queued O Error bounced 36 See more details in the Participants panel Invitation emails From help jobbfeber com Titla ilala cee madanm L Eana badan teehee sions ama cromo ole Figure 6 4 Sending this batch of invitation emails is done when the number in Queued reaches o again Note that sometimes this can take a very long time even days for a small number of emails This can happen if the receiving email server has intermittent problems You can ignore this REMINDERS Usually when you use explicit participants you would like as many of those participants to take the survey as possible It is therefore common to send participants that have not completed the survey in a number of days a reminder You use the Reminders panel to construct a reminder email and execute the sending of reminder emails When you have written and saved an email in the Reminders panel the Send Reminders button will show at the top of th
18. e able to display chart up to 100 answers in total If the number of answers you have received in all your surveys exceed the current answer limit the Free answers number will be negative and indicated in orange If that happens not all answers will display in the result charts tables 44 Beetrieve User s Manual Questions Started answers 3634 41 7 Get more answers Completed answers 2635 30 3 8705 8705 0 Anonymous No Survey Report Population Results Report Download results data Excel file Download Figure 7 3 Participants Test Startup 9 Diagramlab Reminders E Results Table Results Help To stop accepting answers for a survey highlight the survey and click the Close button shown in fig 2 5 To purchase more answers click the Get more answers button It is completely up to you to decide if you want to purchase more answers and you may do so at any time before or after the number of received answers has exceeded the current answer limit Please see the next chapter Purchasing answers and subscriptions for details In Beetrieve Enterprise Single the answer limit is per survey so that if you for instance have an Enterprise Single 500 subscription you will be able to see up to 500 answers in each of the surveys you have created Survey Report SURVEY REPORT The Survey report which will open when you click the Survey Report button
19. e panel 42 Beetrieve User s Manual Questions Participants Test Startup Reminders Results Reminders now Send amindan Reminders sent 09 11 2012 12 11 2012 Reminder email From The email address from the invitation email is used Title Have you forgotten to participate in our survey Style the email with header from the survey Email message Dear v03 v07 Write link to Last week we sent you an invitation to participate in our survey As you have yet to complete the questionnaire we insert a link to the would like to remind you that by completing you are in the running for some very cool prizes You still have a few survey for the days so don t delay click this link and complete the short questionnaire now participants link Best regards Ben Williams Acme Inc Save Figure 6 5 Click the button to send out the reminder emails The email is only sent to those participants that have yet to complete the survey i e those that have not opened the questionnaire at all and those that have not reached the end of same The reminders are not sent to those who you have disabled in the Participants panel or whose invitation email failed bounced The dates of any previous reminders will show beneath the Send Reminders button All remind ers will also be marked in the graph showing answer distribution over time in the Survey report see chapter 7 Beetrieve User s Manual 7 Collecting result
20. ected Moving on you need another question of the same type to ask about the participant s level of education Use a Multiple choice one answer type question for this Choose that element type from the Tools palette pull down menu Close surveyCanvas Insert Help xX a em Mi a e a V Show element frames Autoscroll Placeholder text a far iQ Alt 2C Figure 3 6 Don t worry about the contents of each question for now but just concentrate on getting the structure of the questionnaire down You are going to ask the participants about two aspects of their vacations during the last 12 months where they went and the cost Since they might have gone on multiple vacations to multiple locations during this period the participants need to be able to give more than just one answer to that question The question type Multiple choice multiple answers is what is needed Choose that from the Tools palette pull down menu Beetrieve User s Manual all changes are automatically saved O X lale ty ala eat Placeholder text Figure 3 7 The question about cost can be a Drop down menu type all changes are automatically saved AA XL ty alo ae Placeholder text Alit 1O alt 20 At 10O alt 20 Figure 3 8 Now go back and do the first refinement pass For the first text you need to quickly introduce the survey and the first question so select the
21. email address per joe smithdexample com line foo bar com info sonorait com Figure 4 3 Beetrieve User s Manual Also if you already have a set of participants that you have added to another survey nothing could be easier than reusing those participants in this survey Just click on the middle alternative From another survey and select that other survey from the drop down menu Then click Use The Import from file option is slightly more involved but also the most powerful With this tool you can import up to 12 pieces of information for each participants Beetrieve Enterprise only anything form street address and real name to well anything you have on file for them You can then use this meta data in the invitation and reminder emails see the Startup and Reminders section Additionally this means Beetrieve can form one link in a data processing chain as every thing you import here are exported out again together with results See the Results section for details on this EXAMPLE IMPORTING PARTICIPANTS FROM FILE This example uses certain features that are only accessible in Beetrieve Enterprise While we be lieve that adding participants in this way is something that those with an Enterprise account is most likely to use adding participants from file is also possible in Beetrieve Standard The only limitation in Beetrieve Standard is that only the email address can be imported from the file as shown here and u
22. en edit it Click on the Income question in the Questions Area select all in the Answer alternatives text box in the options panel right click on what you have selected and choose Copy 20 Beetrieve User s Manual all changes are automatically saved TC x aie S 8 5 y e USU LIU VVU ZU vuu WU USD 20000 30000 O USD 30000 40000 USD 40000 50000 USD 50000 60000 USD 60000 70000 USD 70000 80000 O Search in Spotlight USD 80 000 90 000 O Search in Google USD 90 000 100 000 Look Up in Dictionary Above USD 100000 ES Domestic Cruise O International Cruise O Paste Skiing O Spelling and Grammar Camping O Substitutions Boating O Transformations _ Hiking O Font Hotel City O Speech Hotel Beach O Paragraph Direction da View BetterSource te View BetterSource generated Other O Inspect Element CMA Figure 3 17 Then click on the vacation cost question in the Questions Area remove the default entries in the Answer alternatives text box in the Options panel right click inside it and choose Paste Close surveyCanvas all changes are automatically saved X e3 SEE y USU 1U UUU ZU vuu USD 20 000 30 000 USD 30 000 40 000 USD 40 000 50 000 USD 50 000 60 000 USD 60 000 70 000 USD 70 000 80 000 USD 80 000 90 000 USD 90 000 100 000 Above USD 100 000 Spelling and Grammar Substitutions Transformations Font Speech Pa
23. eparts 7 8 Service Commisioning pareparts a Oo Answer alternative Spareparts Service Commisioning 12 14 larsmacbook local Figure 7 5 In the report header you will find a number of options letting you control several aspects of the report Most of these options should be fairly easy to understand and they have immediate and visible effect See the Beetrieve Reference manual if you need more information about these op tions Answers to textual questions are given as a listing of the text answers The charts in the report always display as bar charts as in figure 7 5 If you need more control see the next section Charts Lab The charts themselves can be manipulated in a few different ways for instance you can hover the mouse pointer over the bars to see its value and each chart can be printed and saved individually by using the two buttons each chart displays in its upper right cor ner For more detailes on the charts please refer to the Beetrieve Reference Manual Note that due to the nature of these charts new to Beetrieve 3 1 they can not be dragged and dropped nor right clicked to get a menu for saving them to your computer The aforementioned save button is how you save them to your own computer Beetrieve User s Manual Charts Lab CHARTS LAB The Charts Lab is a powerful editor where you can see manipulate and save charts for the results in your survey in a very detailed wa
24. esults t ble expor ne IDET RARA ETE EEE EEE 49 8 Purchasing answers and Enterprise subscriptions essnee 50 VANE AUDI AT Code gG esate tecshe cate tcee eee cae 50 PAUSINI PUG CDSE acces sce acts areas anata st alas AA AAA I Beetrieve User s Manual 1 How to use Beetrieve Thank you for using Beetrieve we hope you enjoy it Beetrieve is unique in a number of ways It looks and behaves like a true application for one thing It just happens to be served on line so you don t have to install anything and you don t have to worry about setting up an infrastructure to facili tate running surveys More than that by adapting the best interface conventions we could come up with whether they originated on the web or on the desktop Beetrieve completely redefines what an online survey application can look and behave like in terms of ease of use and use effectiveness If you just want to get started setting up your survey go ahead and skip to chapter 2 Otherwise read on to get a quick conceptual overview of Beetrieve This should give you a good idea about how you might adapt Beetrieve to your own needs KKK Beetrieve is very flexible in allowing you to run surveys the way you prefer In the simplest case you only need to create the survey questions then you can start the survey and begin collecting results Collect results phase Create Start survey Share link eP a questions Figure 1 1 Beetrieve simple wor
25. eve Standard blue grey in Beetrieve Enter prise to place the questions onto the Questions Area the large white area and manipulate them with the Options Panel the steel blue area This is similar to the way other applications that ma nipulate visual objects for instance Powerpoint operate Just like in Powerpoint surveyCanvas offers a lot of flexibility in the way you work you can insert all the elements questions into the Questions Area first then jump back and forth between them and set them up like you want or you can insert a question and immediately use its Options panel As in a slide in Powerpoint you can move elements questions around rearrange them delete and insert new elements questions wherever you want at any time At all times you see the elements questions almost exactly as they will appear to your audience the survey participants THE TOOLS PALETTE The Tools palette contains an Insert command menu for inserting into the questionnaire new elements as well as questions from previous surveys or from one of the supplied templates and a number of tool buttons Insert CSE Figure 3 2 The suvey Canvas Tools Palette The buttons are from left to right Delete Deletes the currently selected element Undo Undoes the last action Redo Redoes the last action after using undo Move up Moves the currently selected element up one place if possible Move down Moves the currently selected element one
26. frame for the survey Customer Satisfaction lt iframe width 500 height 500 src http www beetrieve no respond auth 0 2805 amp p 1 ft Bouts Test link to the survey Customer Satisfaction http www beetrieve no respond auth 0 28054p 135 amp q 81942290308 amp test true Participants Test Startup i Reminders A Results Questions Figure 2 6 The standard open link is displayed at the top of the box that is displayed This is the link you spread by email on a webpage or otherwise to everybody you want to have participate in the survey Beetrieve User s Manual In the second text box you will find code that you can embed in your own webpage to display the survey inline on that webpage You may freely adjust the parameters of the iframe tag to suit your need including the width and height When a survey is served embedded Beetrieve makes some adjustments to fit into a nar rower space but the only thing that is needed from Beetrieve s point of view is the src parameter Do not edit it Please see the Beetrieve Reference manual for a discussion on the parameters of the iframe tag See chapter 5 Testing the Survey for information about the last entry in the box the test link The links code are displayed in text boxes and each will highlight if you click inside them for easy copying Use the close box to dismiss the dialog when done 10 Beetrieve User s Manual 3 Creating the survey quest
27. he survey to show in your message you type in link You can enter link more than one place in the email body to show the link several places Do not paste the open link from the Show links box or from the email you received with links when you created the survey into the email message The email message is only for email based participants and they will receive a correct link by using the link code In Beetrieve Enterprise you can additionally send participants directly to a specific page in the questionnaire by using link XX X in the email body where XXX is a page number For in Beetrieve User s Manual stance using the code link 5 in the email body will create a link that sends the participants directly to page 5 of the questionnaire You can use several of link link XXX with differ ent page numbers in he same email message If you delete the subject or message text Beetrieve will use the default text Also if the message does not contain link Beetrieve will still add the link at the end of the message As was mentioned in the Working with participants chapter you can use the data you imported when you imported your participants from file in the email message Beetrieve Enterprise only Referring to that chapter the Excel file had the company name in column 1 It was therefore imported into variable or You can use the code vo1 in the email message to merge the com pany name into the text as in f
28. he default is to ignore skip such rows Please see the Beetrieve Reference Manual for a discussion about the options in this panel The panel labelled gives you a preview of the first three rows in the file This is both so that you can check the integrity of the import and so that you can choose which of the columns should be imported Beetrieve scans the first several rows and tries to find the column that con tains email addresses If it can it will be indicated in the drop down menu above that column as it has been in fig 4 7 If you want to import additional columns i e besides the one containing the email addresses you do so by using the drop down menus above the columns you want to import 30 Beetrieve User s Manual Read 6 rows from the file The file was interpreted as comma separated and containing 5 columns For rows with no or a syntactically invalid email address O Do not import Import anyway Enter this email address lars sonorait com Below you can see the top three rows of the file Please select which columns should be imported Skip first row Y Variable 01 Email address Variable 03 Ignore Ignore Org name Email address Category a j Tax code Variable 04 Acme Ink info acmeink com 3 453 Foobar Corp jean smith foobar com 3 Main Square 43 544 Import Cancel Figure 4 8 Importing other participants data Beetrieve Enterprise In fig 4 8 column 1 3 and 4 and the ema
29. icators will update to show the progress of the email sending for each participant and for the participants where the email reached suc cessfully the status of each participant s progress through the questionnaire All the status indicators except when filled grey are clickable For a complete list of all indica tors their meaning and what will happen when clicked on see the Beetrieve reference manual However they all show that very information if you hover over them as shown in this illustra tion Questions Participants Test Startup Reminders Results Help Participants Emails 5 Search participants Show All l to 5 of 5 Status Email address Variable 01 info acmeink com Acme Ink jean smith foobar com Foobar Corp email sonorait com Sonora IT AS email lagmult com LAG Multimedia h southgarden southgarden org Southgarden Inc The email is queued for sending Figure 4 11 Fig 4 11 shows the status as the invitation emails have been queued for sending As the sending progresses the status indicators will update Fig 4 12 shows the Participants panel after one par ticipant s email has reached successfully and fig 4 13 after the sending is done completely Questions Participants Test Startup Reminders Results Help Participants Emails 5 Search participants Show All l to 5 of 5 Status Email address Variable 01 info acmeink com Acme Ink jean smith foobar com Foobar Corp C More email sonorait com
30. idate payment and follow any further instructions 52 Beetrieve User s Manual When the payment has been successfully validated the window will close and your purchase will be immediately activated The same is true if you chose to pay by invoice and clicked the final Place order button T hat means that if you purchased more answers you can now immediately go back to the survey and you will see that the answer limit has been raised If you however purchased an Enterprise Subscription and where using Beetrieve Standard up un til now you will have to log out and in again to access Beetrieve Enterprise Also all current and future within the Enterprise subscription period surveys you create will have a default answer limit corresponding to the answer limit of the subscription When a successful purchase has been carried out the Beetrieve web store displays an order con firmation window to that effect and an order confirmation email is sent to your log in email ad dress Order Confirmation Your purchase was successfull Order ID 105036320 Transaction ID 349324777 Thank you for your purchase The transaction has been carried out as specified below Name of org firm Acme Media Name Lars Gundersen Quantity Product Price 4 Answers 500 USD 56 00 VAT if applicable USD 11 20 Charged USD 56 00 This order confirmation has also been sent to your email address We hope you will be satisfied with our services
31. ig 6 2 Questions Participants Test Startup Reminders Results Help Start the survey Invitation emails From lars sonorait com Title Survey invitation Y Style the email with header from the survey Email message Dear Hv0 14 Write link to We would be grateful if this email could be sent to the HR manager at v03 insert a link to the survey for the We are currently conducting a survey that we hope you can spare a few minutes participating in To do so please click participants the link link Best Regards Lars A Gundersen Save Figure 6 2 After composing the message click Save A Message saved notice will display briefly next to the Save button You can use another from address than the default one your log in address if you wish This is the address which will receive any reply emails to the invitation and reminder emails you send out Just type in another email address and hit Save If you check the Style the email checkbox the header that you have created in surveyCanvas to be displayed on top of every page in the questionnaire will also be displayed on top of the in vitation email when it is sent to your participants Beetrieve will then create a multipart mime email message with an html part with the header and a plain text part for email systems that cannot display html messages If you do not check this or if you have not created a header for your questionnaire in surveyC
32. il addresses in column 2 are imported Column 5 is ig nored and will not be imported The columns you import will now be part of the results you can export Also the contents of the imported columns can be used in invitation and reminder emails simply by entering codes vor vo02 etc in the email texts The same codes can also be used in surveyCanvas to merge the same variables into the questionnaire see the surveyCanvas reference manual for more on this When all is as you want it click Import PARTICIPANTS POST ADDING Regardless of how you added your participants the Participants panel changes its purpose from adding to managing participants after you have added the first batch BEFORE SURVEY START If you added the participants before you started the survey the Participants panel will now look something like in fig 4 9 Beetrieve User s Manual Questions Participants Test Startup Reminders Results Help Participants Emails 5 Search participants Show All 1l to 5 of 5 Email address Variable 01 Delete info acmeink com Acme Ink Delete jean smith foobar com Foobar Corp Delete email sonorait com Sonora IT AS Delete email lagmult com LAG Multimedia Delete southgarden southgarden org Southgarden Inc Figure 4 9 The panel displays the participants that have been added in batches of 100 with next prev navi gation if necessary Each participant has a delete button in front of it Also you can delete and
33. in Norwegian which can be found on our website The paper will be translated to English in the fall of 2013 and likewise be released to our website This manual covers both Beetrieve Standard and Beetrieve Enterprise Sections only applicable to Beetrieve Enterprise are marked as such 6 Beetrieve User s Manual 2 Creating a survey with Beetrieve Beetrieve probably does not look like any other online survey solution you have used before In stead of looking and behaving like a series of web pages Beetrieve looks and behaves like a true application in your browser and takes many cues from applications you use on your desktop like email applications 600 Beetrieve Standard 3 0 by Sonora IT AS e r Account Name Created Status ta Purchase Y Help Pr Beetrieve no k New Survey t Figure 2 1 The Beetrieve main window When you open Beetrieve for the first time you will see something similar to the illustration above A quick reference text box will also show which you can dismiss with its close box In the main menu to the left Surveys have been preselected as most of your time will be spent here The upper part of the window shows the list of surveys you currently have created empty when you log in for the first time and the lower part of the window displays the administrative interface for the currently selected survey similarly initially empty The focus of this user s manual is on creating and ru
34. ions When you have created or selected a survey the lower part of the Beetrieve window displays the administrative interface for that survey as shown in fig 2 3 By default the admin interface opens with the Questions panel open That does not mean you have to start by creating questions but it is the usual starting point Most of the administrative tasks you will perform on the survey such as starting it and checking its status can be performed directly in the various panels in the administrative interface How ever creating the survey questions takes place in a special editor because it requires more space than the admin interface can provide directly We call this unique questions editor surveyCanvas and you open it by clicking on the Start sur veyCanvas button in the Questions Panel see figure 2 3 surveyCanvas Customer Satisfaction Close surveyCanvas C xee A A llo eEG Options Global Options gt Survey Header Graphics gt Header Background Color gt Participant navigation language Survey end Figure 3 1 The surveyCanvas window surveyCanvas opens in a separate window shown in fig 3 1 surveyCanvas offers a radically differ ent and much more efficient approach to questionnaire creation than other survey solutions While most other solutions use some form of wizard approach surveyCanvas is more direct In Beetrieve User s Manual surveyCanvas you use the Tools palette green in Beetri
35. is case you could make the label visible in the questionnaire _Close surveyCanvas Insert y 8 Y Show element frames Thank you for participating in this survey We would like to ask you about your vacation habits First a few questions about you Gender Male Female Please select your age __ Autoscroll Options Multiple choice one answer Label Gender Branching Help Visible Xx Orientation y Horizontal Vertical Answer alternatives Male Female Figure 3 24 You may at any point while working with the questionnaire click the Preview button in the Tools palette to get a 100 accurate view of the questionnaire as a participant would see it If you try that now you will see that the questions currently all show on one page It is normally better to break the questionnaire up into several pages especially if it contains many questions In surveyCanvas this is accomplished by using the Page Break element This you will find lower down in the Insert pull down menu in the Tools palette surveyCanvas treats this as any other element which means you can insert a page break element wherever you want and you can move them around and delete them 24 Beetrieve User s Manual Put the first page break underneath the question about age Select the age question in the Ques tions Area and select Page Break from the pull down menu in the Too
36. ith a red status indicator You can click the status indicator to quickly re queue that specific email forcing Beetrieve to try to send it again You can also use the Try all bounced again command in the Participants menu to have Beetrieve try to send every email that failed again If successful this time around the red colour will disap pear and the population will be updated Questions Participants Test Startup Reminders Results Help Participants Emails 5 Search participants Show All Add l to 5 of 5 Variable 01 Delete unsent Acme Ink m Foobar Corp Send unsent Sonora IT AS Try all bounced again R LAG Multimedia Show disabled irden org Southgarden Inc Show bounced Show All Show all participants variables Reset email in queue Figure 4 15 There can be many reasons why an email bounces Check the participant s additional info panel to see why the email failed and correct it if possible ADDING MORE PARTICPANTS As you can see in figure 4 14 above there is an Add command in the Participants menu That means that you can add more participants at any time before or after survey startup Adding more participants is very simple because you add more participants exactly the same way as you added the first batch That is to say when you use the Add command the Participants panel will show you the exact same tools for adding participants that you saw before and they work exactl
37. ith this survey selected click the Start surveyCanvas button in the Questions panel in the admin interface see fig 3 1 to bring up the surveyCanvas window A quick reference window will show overlaid the surveyCanvas window which you can dismiss by clicking 1ts close box Within a survey like this there are still a large number of possible questions that could be asked Things will however be kept simple and short to demonstrate the concepts You will ask about the participant s income his or her education and where he or she has gone on vacation In addition it would probably be wise to ask about gender and age In surveyCanvas you do not have to stress getting the questions down correctly at once because it is so easy to jump around in the questionnaire to edit later So let s get a draft of the question naire down in the Questions Area to start with The first item in a questionnaire is usually some text so start by inserting a text element Choose Text from the pull down menu in the Tools palette Beetrieve User s Manual Close surveyCanvas all changes are automaticaly saved Y Insert Text answer one line Text answer multiple lines Text Line Table Drop down menu Multiple choice one answer Multiple choice multiple answers Images one answer Images multiple answers Matrix one answer per row Matrix multiple answers per row Link Image Video Page break
38. kflow It can really be this simple Create some questions or just make a few changes to one of the built in questionnaire templates Then click start and share the link to the survey Results Beetrieve can be as simple or as powerful as you need it to be and the above is but one of many possible scenarios Figure 1 2 shows a few more possibilities 4 Beetrieve User s Manual Collect results phase Create Start survey Share link gt questions Purely open meas Start survey Share link ace questions participants Create Add Start survey e Share link questions participants Cereale Ang Start survey Share link nar o questions participants participants ARA ee Start survey Share link participants questions Pury Create Add Add more invitation i i Start survey a based questions participants participants Create Add Start survey gt questions participants Figure 1 2 Workflow scenarios Whenever you create a new survey Beetrieve automatically sends you a link to the survey in an email When you have started the survey you can share or publish this link to anyone and every one you wish to have participate in the survey When the link is clicked and the survey taken re sults will show up in the Results Panel in the survey s admin interface That then is an example of a completely open survey i e one where anyone who can click on the link to the survey can participate If th
39. le Drop down menu Multiple choice one answer Multiple choice multiple answers Images one answer Images multiple answers Matrix one answer per row Matrix multiple answers per row habits Link Image Video Page break From Template From another survey USD 70 000 80000 O Figure 3 20 22 Beetrieve User s Manual all changes are automatically saved Xx 0 xo els Thank you for participating in this survey Placeholder text We would like to ask you about your vacation habits First a few questions about you Please select your age racehaier text USD 0 10 000 O USD 10 000 20000 USD 20 000 30 000 aa aaa a andad e Figure 3 21 If you place an element in the wrong position in the Questions Area simply use the Move Up Down buttons in the Tools palette to move the element to the correct position Enter the text you want in the text box in the options panel and proceed to do so for any other text you need The result might look like in fig 3 22 Branching x Lalle Ltl lE o ISE We would like to ask you about your vacation habits First a few questions about you Please select your age Domestic Cruise sz i TORP ae International Cruise Please sepcify the income level in your household USD 0 10 000 USD 10 000 20 000 USD 20 000 30 000 friends family USD 30 000 40 000
40. ll only show answers up to the current answer limit See the Status section for details Beetrieve User s Manual 8 Purchasing answers and Enterprise subscriptions Accounts in Beetrieve are created so that the answer limit for surveys is 100 in total by default If you find that the surveys you have run have generated more than a hundred answers you may want to purchase access to some or all of those answers Or maybe you need access to Beetrieve Enterprise with its powerful toolset so that you can run as many surveys as you want in the course of a year with the answer limit you need If what and when you purchase is completely up to you Beetrieve is very flexible You can pur chase answers in several batches to keep up with incoming answers You can purchase answers before the answer limit is reached or afterwards All answers are always recorded by Beetrieve regardless of the current answer limit INITIATING A PURCHASE One obvious way to start the process of purchasing answers is to press the Get more answers button in the Results panel in Beetrieve Standard This will send you to the built in web store which will be pre configured to purchase answers 600 Beetrieve Standard 3 0 by Sonora IT AS lal Surveys Show prices in USD tt oc 1 of 3 choose product Purchase Read more about buying answers and subscriptions g Help Buy additional answers for your surveys Your account currently
41. lp Search participants Show All He or she will then not receive any of the Reminder emails you send out from this moment on if any Also 1 is subtracted from the population as Beetrieve calculates it in the Results panel To find the correct participant in a large set use the search function in the Participant panel Search on parts of the email address or any other relevant piece of information that you have imported If you for any reason want to enable the participant again the button changes to Enable on any disabled participants in the list Also keep in mind that if you want to reuse the participants from one survey to the next you can under the From another survey panel to add participants check the box to make sure that both disabled and failed email addresses are left out Beetrieve User s Manual 5 Testing the survey Before you take the survey live you probably want to test it as well as you can You can do this in several ways and on several levels in Beetrieve In chapter 3 you already saw how you can use the live preview function in surveyCanvas to get a 100 accurate questionnaire shown just like a participant would This you can use to thoroughly test for questionnaire logic spelling and other issues You might also want to have other people look over the questionnaire as well as any invitation email you plan to send if you use explicit participants Beetrieve provides two way
42. ls palette Do the same underneath the income question AAA surveyCanvas First iteration market 2011 Close surveyCanvas Insert X Options Branching Help gt V Show element frames C Autoscroll We would like to ask you about your vacation habits First a few questions about you Gender Male Female _ Please select your age 3 Please sepcify the income level in your household USD 0 10 000 USD 10 000 USD 20 000 USD 30 000 USD 40 000 USD 50 000 USD 60 000 USD 70 000 USD 80 000 USD 90 000 20 000 30 000 40 000 50 000 60 000 70 000 80 000 90 000 100 000 Above USD 100 000 Global Options Y Please specify what kind of vacation s you have enjoyed in the last 12 months You may select several gt Survey Header Graphics answers Domestic Cruise Tntarnatinn al Criuica gt Header Background Color a P Participant navigation language v P Survey end Figure 3 25 If you now use Preview you will see that you have the three page questionnaire we were after The preview is live so you can fill in the questions and click Next and Previous In fact the preview function uses the same set of underlying code as is used for the real participants so eve rything works as it would for a real participant The only added feature in Preview mode is the Jump to page pull down menu which allows you to jump to a
43. n Inc A More lars sonorait com E More customer sonorait com sales sonorait com Figure 4 16 As the participants open and complete the questionnaire the status indicator for those partici pants will change to half filled green opened but not completed to fully filled green completed DISABLING PARTICIPANTS As you run your survey it may generate some response in the form of reply emails Some of these might be requests to not receive more emails regarding the survey you are running It is a good idea to respect such wishes and fortunately it is very simple to make sure these participants never receive any more emails as a result of this survey disable them in the Participants panel Disabling a participant is a one click operation just find the correct participant and click the status indicator in front of it It will turn to orange indicating a disabled participant 36 Beetrieve User s Manual Questions Participants More E real More T More More More More Emails 8 Email address info acmeink com jean smith foobar com email sonorait com email lagmult com southgarden southgarden org lars sonorait com os Participants have disabled this participant Click to re enable More T sales sonorait com Test Startup 1 to 8 of 8 Variable 01 Acme Ink Foobar Corp Sonora IT AS LAG Multimedia Southgarden Inc Figure 4 17 Reminders Results He
44. nning surveys so the other main menu choices are not explored except as necessary There will also be many possibilities and options that can not be covered in a User s manual Please refer to the reference manuals and the online support for more details Beetrieve User s Manual To create your first survey simply click the New Survey button in the upper section of the win dow You will be prompted for a name A a Help Name the survey CREE Cancel No surveys created C reated Status Figure 2 2 Click Create and the survey will be created and automatically chosen for administration The window will now look like in fig 2 3 600 Beetrieve Standard 3 0 by Sonora IT AS a Surveys Help New survey Show info Show links Close Delete Account Name Created Status B Purchase Customer Satisfaction 09 03 2013 22 49 New Y Help Beetrieve no Questions Participants Test Startup Reminders Results Help You use surveyCanvas to create and edit the questions in the survey 2 7 O lt Start surveyCanvas The survey contains O questions Figure 2 3 The list of surveys contains the one entry you have just created and it is highlighted indicating that it is currently selected The tools for setting up and running the selected survey the admini stration interface displays in the lower part of the window You can create as many surveys as you like this way at any time
45. ns about you Alt 2 Alt 10 Alt 20 Alt 163 Alt 26 req Apply Figure 3 12 In this question you want the participant to tell you his or her age You can group together years in five when entering the alternatives the drop down menu will contain in the text box in the Options panel Also enter a default entry that will be visible on the drop down menu but which 1s not a selectable answer Close surveyCanvas Options Branching Insert Help Drop down menu Label X alela ea e VI Show element frames Autoscroll Label 2 Visible A 1 A y O E O i A A NN et Default first entry optional Thank you for participating in this survey Please select your age We would like to ask you about your vacation habits Answer alternatives Below 20 First a few questions about you 20 24 25 29 aa 30 34 Please select your age 35 39 40 44 45 49 50 54 55 60 Alt 169 Alt 20 Above 60 Alt 1O Alt 26 APD Figure 3 13 The Label property in the Options is the name of the question Its usefulness is primarily in identifying the question in the results When you look at the survey results in Beetrieve for in stance as diagrams each diagram will have a title which is that question s label property So al though it is not strictly necessary it is a very good idea to give the questions in surveyCanvas relevant labels The labels can also be made visible ab
46. ny specific page in the question naire without having to actually fill in the questions on each page Beetrieve User s Manual surveyCanvas First iteration market 2011 CLOSE X Jump to page Thank you for participating in this survey We would like to ask you about your vacation habits First a few questions about you Gender Male Female O Please select your age ira f Y vious 1 of 4 Next gt gt Made with Laguna Survey Figure 3 26 The result of clicking Preview in the Tools palette There are certainly several enhancements you could do to this questionnaire like adding an open text answer for those specifying Other under the vacation type question adding a comment box at the end etc And there are many more possibilities we have not covered here like branching adding a header with an image etc Please refer to the reference manual for details about all as pects of surveyCanvas When you are done simply close the surveyCanvas window Everything that has been done is automatically saved and that is always true for anything you do in surveyCanvas That means you can close the window at any time or quit the browser for that matter and everything you have done in surveyCanvas up to that point will be there the next time you open it You can still open surveyCanvas after you have started the survey It will then display in a limited editing mode In this mode it is only possible t
47. o change certain aspects of the questionnaire like the text entered with the text tool validation choices and certain visual settings It is not possible to delete add edit or move questions or answer alternatives 26 Beetrieve User s Manual 4 Working with participants This chapter explains how to add and work with explicit participants 1 e participant email ad dresses and other participant data in Beetrieve If you only plan to run open surveys i e to only share the link to the survey that Beetrieve emails you when you create the survey you can skip this chapter ADDING THE FIRST PARTICIPANTS Beetrieve has a powerful set of tools for working with participants and it starts with the tools you have available for getting the participants added to the survey You can add participants at any time Initially the Participants panel in the admin section of Beetrieve will present you with three possible ways to add participants to the survey Questions Participants Startup Reminders Results R Help Use one of these alternatives to add participants Import from file From another survey Write or paste in Figure 4 2 The simplest of these is the last one which allows you to simply enter or copy and paste from elsewhere email addresses into a text box and click Import Questions Participants Startup Reminders Results Use one of these alternatives to add participants Write or paste in One
48. oduct Price 4 Answers 500 2000 more answers for your surveys USD 56 00 VAT if applicable USD 11 20 To pay USD 56 00 Enter the billing address here Fields marked are mandatory Name Lars Gundersen Name of org firm Acme Media Address 1 Main Street 12 Address 2 P O Box 323 Zip code 5432 Place City Durban Country _ Norway o Phone 87654326543 Pay by credit card Your profile will be updated with any new information you enter here VISA V gi mastercard DBS 0 Figure 8 4 On the top of the page you will see a summary of the purchase including any discounts form dis count codes or if you upgrade or extend your subscription from the current subscription Please see the online help for the store to see details on such discounts When you have entered your billing address click either Pay by credit card or if it is active Pay by invoice Paying by invoice is for the time being only possible if your billing address is in Nor way and you are paying using Norwegian kroner If you click Pay by invoice the next page is a simple summary with the final Place order button If you click Pay by credit card a separate window will open securely hosted by our payment transaction partner DIBS AS In the window choose click on card type VISA or MasterCard are the currently supported card types and fill inn the required information Then click Val
49. on for importing When you have loaded the file click the Import button This will bring up an intermediate panel in the Survey Admin interface where you can check that Beetrieve has interpreted the file correctly and tell it what pieces of the file to import Beetrieve User s Manual Help Read 6 rows from the file The file was interpreted as comma separated and containing 5 columns For rows with no or a syntactically invalid email address O Do not import Import anyway Enter this email address lars sonorait com Below you can see the top three rows of the file Please select which columns should be imported Skip first row Y Ignore lt Email address Ignore a Ignore lt Ignore Org name Email address Category Street address Tax code Acme Ink info acmeink com 3 Main street 34 453 Foobar Corp jean smith foobar com 3 Main Square 43 544 Import Cancel Figure 4 7 If you only want the email addresses ignoring everything else just click Import Otherwise read on At the top of the window Beetrieve indicates how the file was read In this case Beetrieve read it as comma delimited containing 6 rows 5 columns consistent with the Excel file The rest of the window deals with how you would like to import parts of the file In panel O you choose how you would like to deal with any rows that do not contain a syntactically correct email address or where the email address field is empty T
50. ove each question so you can formulate and use them as short question texts 18 Beetrieve User s Manual For the income question you will use a similar approach as age except using radio buttons You ll present the survey participants with options such as USD o 10 000 10 000 20 000 and so on Click on the question in the Questions Area and fill in the Options panel as in figure 3 16 Close surveyCanvas gt Insert Carat ao aa er Thank you for participating in this survey We would like to ask you about your vacation habits First a few questions about you Please select your age V Show element frames C Autoscroll Options Branching Multiple choice one answer Label Label 3 Visible a Orientation Horizontal Vertical C Answer alternatives USD 0 10 000 USD 10 000 20 000 USD 20 000 30 000 USD 30 000 40 000 USD 40 000 50 000 k z J USD 50 000 60 000 USD 0 10 000 USD 10 000 20 000 USD 20 000 30 000 USD 30 000 40 000C USD 40 000 50 000 C USD 60 000 70 000 ms a N USD 70 000 80 000 USD 50 000 60 000 USD 60 000 70 000 USD 70 000 80 000 USD 80 000 90 000 USD 90 000 100 USD 80 000 90 000 000 Above USD 100 0000 USD 90 000 100 000 Above USD 100 000 Alt 1 Alt 20 2 Figure 3 14 All those alternatives don t look too good when displayed horizontally so change the orientation to Ve
51. ragraph Direction Domestic Cruise International Cruise Skiing Camping View BetterSource Biches View BetterSource generated Hiking Hotel City _ Hotel Beach Hotel Countryside Visiting friends family Other Inspect Element 00000000000 000000000C Figure 3 18 Then edit the values and fill in the other options as they are displayed in fig 3 19 Beetrieve User s Manual all changes are automatically saved CO XJ Mle ty lalo ase y z USU LU UUU ZU UUU USD 20 000 30 000 USD 30 000 40 000 USD 40 000 50 000 USD 50 000 60 000 USD 60 000 70 000 USD 70 000 80 000 USD 80 000 90 000 USD 90 000 100 000 Above USD 100 000 Domestic Cruise _ International Cruise Skiing Camping Boating Hiking Hotel City Hotel Beach Hotel Countryside Visiting friends family Other Please select the total cost 0000000000 0000000000 Figure 3 19 The questionnaire still lacks a few bits and pieces like explanatory texts above each question We ll fix that next To insert new elements anywhere in the questionnaire all you need to do is select the element in the Questions Area above the element that you want to insert then select the element type you want from the pull down menu in the Tools palette all changes are automatically saved Y Insert Text answer one line Text answer multiple lines Text Line Tab
52. rtical in the Options panel Close surveyCanvas Options Branching Insert Help Multiple choice one answer Label gt Y Show element frames Autoscroll Label 3 Visible C Orientation Thank you for participating in this survey Horizontal Vertical 2 We would like to ask you about your vacation habits Answer alternatives USD 0 10 000 USD 10 000 20 000 at USD 20 000 30 000 Please select your age USD 30 000 40 000 i i USD 40 000 50 000 USD 50 000 60 000 First a few questions about you USD 0 10 000 O USD 60 000 70 000 rn USD 70 000 80 000 USD 90 000 100 000 Above USD 100 000 USD 20 000 30 000 USD 30 000 40 000 USD 40 000 50 000 USD 50 000 60 000 USD 60 000 70 000 f f f R ns f f f eL ae USD 70 000 80 000 Apply USD 80000 90000 C Validation USD 90 000 100000 Above USD 100000 O Must be filled in Figure 3 15 Now for the next question There are many ways to ask where someone went on vacation Here youll only ask about different types of vacation such as cruise camping etc In a real survey this part would undoubtedly have been expanded significantly to try to pinpoint various other aspects of the vacation trip s Click on the next question in the Questions Area and fill in the Options panel like in fig 3 16 Beetrieve User s Manual Close surveyCanvas Options Branching
53. s Everything that has to do with results from the survey is collected together in the Results panel of the survey s admin interface Questions Participants Test Startup Reminders Results Include results from questionnaires have opened from the Participants panel Allow only one answer per IP address Send me an email alert for each complete answer Started answers 538 51 Completed answers 416 39 5 Population 1054 1054 0 Anonymous No Survey Report Results Report Charts Lab Results Table Download results data Excel file Download Figure 7 2 The Results panel in Beetrieve Enterprise STATUS amp PREFERENCES The upper part of the panel shows the current status of answers for the survey and lets you set a few preferences pertaining to results Please see the Beetrieve reference manual for a discussion on the preferences Started answers shows how many participants have clicked the link to the questionnaire and started to take it but not necessarily answered all of its questions as a number and as a percent age of the total population Completed answers likewise show you how many have reached the end of the questionnaire The total population is the potential number of people that can answer the questionnaire The parenthesis shows the population from explicit participants open participants In Beetrieve Standard the answer limit is 100 for the account by default i e you will b
54. s to do that One you can send them the test link The test link is included in the email with the link to the survey that Beetrieve sent you when you created the survey It is also shown when you click the Show link button above the survey list see fig 2 6 When the test link is clicked it will open the questionnaire just like it would for a real participant Two you can use the Survey Admin s Test Panel Questions Participants Test Startup Reminders Results Help Test participants get the same survey served as regular participants but do not show up in the results One email address lars sonorait com per line max 20 frank sonorait com addresses Send test emails h Figure 5 1 You use the Test panel to test the survey with invitation based participants That is to say the recipients of the emails you enter in the test text box will get an invitation email when you click Send emails That email is composed in the Startup panel see chapter 6 Startup and Reminders However a default invitation email is used if you do not compose your own You can use both methods of testing both before and after survey start Test participants never contribute to the results and do not figure in the Results panel at all 38 Beetrieve User s Manual 6 Startup and Reminders STARTING THE SURVEY Having created the survey questions and possibly added participants you are now ready to start the survey If
55. sed elsewhere in Beetrieve not any other participant data Let us assume you have email addresses and other information in an Excel spreadsheet ES Microsoft Excel Company data File Edit View Insert Format Tools Data Window Help IGM EB Sig O F7 8 l4B88 9 0 18 2 21 4 4 10 OM E268 z E Org name Email address Category Street address Tax code 2 Acme Ink infofvacmeilnk corn 3 Main street 34 453 Foobar Corp jean smith tfoocbar com 3 Main Square 43 odd 4 Sonora IT AS emaillGsonorait cam 5 Observatorie terrasse 344 5 LAG Multimedia email blagmult com 4 Bygdo Avenue 15 nda 6 Southgarden Inc southgardent southgarden org 3 Beachfront street 1 453 Figure 4 4 This example file only contains 5 address rows however Beetrieve can easily handle thousands of participants To get this data into Beetrieve as participants you will first have to save the file as a tab separated text file or as a csv file Use the File menu s Save As command for this Choose Save as Type Text tab separated or CSV and save the file to a suitable location Address data from other file types can of course also be imported as long as you can save or ex port the data as a tab delimited text file or as a CSV file 28 Beetrieve User s Manual ES Microsoft Exa Ed File Edit ea save in B My Documents B A vel x Fy ES Tools a pres E adresseliste i J Privat E tesk cop
56. text element by simply clicking on it in the Ques tions Area This will also displays the text element s Options panel 16 Beetrieve User s Manual all changes are automatically saved Branching raconi o text At 10 alt 20 Figure 3 9 To change the text simply enter a new text in the text box in the Options panel all changes are automatically saved l Branching A Thank you for participating in this survey We would like to ask you about your vacation habits TFirst a few questions about you Figure 3 10 and click Apply all changes are automatically saved A ale ty lO els Branching Thank you for participating in this survey Thank you for participating in this survey We would like to ask you about your vacation habits i We would like to ask you about your vacation First a few questions about you habits A First a few questions about you Alt 10 Alt 20 AA At 10 Alt 20 Figure 3 11 Now move to the next question by clicking on it in the Questions Area Beetrieve User s Manual Close surveyCanvas Options Branching Insert Help Drop down menu Label x olle a t a a V Show element frames Autoscroll Label 2 Visible O Default first entry optional Thank you for participating in this survey We would like to ask you about your vacation habits Answer alternatives Alt 1 First a few questio
57. y C Column Evaluation of Evaluation 2 z G ES E Product Quality Delivery time MB Your experience with MB Received documentation MN Prices larsmacbook local Produced by Beetrieve from Sonora IT Figure 7 6 An answer distribution column chart in the Charts Lab The Charts Lab is discussed in detail in the Beetrieve Reference Manual 48 Beetrieve User s Manual sils 217211 11611 Results Table RESULTS TABLE amp EXPORTING THE RESULTS Both the Results table and the Download button will yield a table with results data The major difference between them is that the Results table displays the table right inside Beetrieve whereas the Download button at the bottom of the Results panel will let you download a file with the results data either as an Excel file or as a tab separated text file The results table shows all the results from your survey over all your participants one row per participant It therefore exposes differences in answers between individual participants in a bet ter way than what the Results Report can The Results Report is however usually a better tool to get a good overview over the results if you do not really care about who answered what From the Results table you can also contact individual participants by email even if you are run ning an anonymous survey Both the results table and the downloaded file wi
58. y the same Questions Participants Test Startup Reminders Results Use one of these alternatives to add participants import from file From another survey Write or paste in Cancel Figure 4 15 Beetrieve User s Manual The only difference is the Cancel button at the bottom of the panel to bring you back to the al ready added participants without adding any new ones You are free to use any method to add more participants regardless of which method you used to add the previous batch of participants Please see the beginning of this chapter for more details on adding participants Note that no attempt is made by Beetrieve to block an already existing email being added again as a participant Even if two participants share the same email address they will still be two dif ferent participants to Beetrieve If you for any reason decide that you should not have added the participants you can use the De lete unsent command to remove the participants with a not sent status but leave the other par ticipants intact Questions Participants Test Startup Reminders Results Help Participants Emails 8 Search participants Show All 1 to 8 of 8 Status Email address Variable 01 E More info acmeink com Acme Ink E More jean smith foobar com Foobar Corp E More email sonorait com Sonora IT AS B More email lagmult com LAG Multimedia ul More southgarden southgarden org Southgarde
59. y My Recent RDE Connections E best_win ARA pete Roxio Converted Items Scanner GQutput 1 Strata Works Desktop Surveysite tube My Documents Unity Player Updater version Cue WihichwayIsUp WireTap Studio Library wkEpl My Computer A E i File name Company data My Metwork k Places Save as tyre agatha SNE te al Figure 4 5 Now return to Beetrieve s Participants panel click the Import from File pane and use the stan dard File import tool there to open the file you just saved II Deltagere gt an amd G Documents wa OQ Bruk et av disse altern importer fra fil Fra annel Y DEVICES 4 adresseliste txt 4 W Preview KA LarsMac Z test copy txt z z S LarsBoo LJ accconagsite 0 LJ Adobe Velg fil Broj Y PLACES AirPort v aseconfig Desktop Applicati OS 9 dmg Importer y N larsgu ail backups CSV Do C baser St ttede filtyper komma separert a Sonora IT se Billettservice pdf CJ Surveysite lt CleanDesk pon PRENA data csv ka Colibrick tion code a ai a oa Company data txt E ua Pictures Modified 10 19 09 Di Mov Company data xls 4 Last opened 10 19 09 4 ae 4 Company datal csv z pa JJ Music y Ex Default rdp i More info I Cancel C Open Cancel Open ho Figure 4 6 If you saved the tab delimited text file CSV file to the same location as the original Excel file make sure you select the file with txt or csv extensi
60. you have added or are going to add explicit participants you may also want to compose an invitation email to send to those participants All this takes place in the Startup panel Note that if you only plan to use the open link to the survey you can just hit the Start the sur vey button set the preference pertaining to open participants as described in this chapter and start the survey and move on to the next chapter Collecting results The rest of the discussion in this chapter is only relevant if you add explicit participants with the Participants panel Questions Participants Test Startup Reminders Results Help Start the survey Invitation emails From lars sonorait com Title Survey invitation Y Style the email with header from the survey Email message Dear Sir Madam Write link to We are currently conducting a survey that we hope you can spare a few minutes participating in To do so please click insert a link to the the link survey for the participants link Best Regards Lars A Gundersen Save h Figure 6 1 The Startup panel looks like in fig 6 1 before start As you can see a default invitation email is displayed If you do not plan to add participants to the Participants panel but only plan to use the open link or if you are happy to use the default message you do not have to edit the email text at all Otherwise feel free to edit it to better suit your needs Wherever you want the link to t

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