User`s Manual
Contents
1. lt form gt lt body gt lt html gt Accordingly you should not attempt to use html tags such as lt body gt lt frameset gt lt form gt or lt input gt in your template SparkTip Template tags are case sensitive Remember to write QUESTION and not Yquestion Working with Question Templates Question templates are similar to document templates but instead of controlling the layout of an entire survey they only control the layout of one question A question template tells SurveyLogix what to write when a QUESTION tag is encountered if you are not satisfied with the default behavior If you are not using a document template question templates will have no effect The primary difference between question and document templates is the list of available tags Document Components Y QUESTION TEXT The question s question QUESTION NUM The question number QUESTION _FIELD The response field s for this question Style Parameters as per Document Templates To edit a question s template you need to click on the edit template tag that appears in the configuration window when editing questions in Survey Builder This will take you to the template builder applet Tit Trew ligt ee on Sale iia chine The Template Builder Applet The template builder is a java applet that helps you build templates Whether you are creating or editing either question or document templates there is only th2. surveylogi1x User s Manual SurveyLogIx provides the flexibility and power to manage the entire survey process from design and data collection to analysis and results presentation Copyright 2002 Sparklit Networks Table of Contents Introduction to SurveyLogix Gipteeeneteenentastdt annie tla ltdnr lash net sla taehs acetate Hn anita 5 What is SurveyLogix 5 How can SurveyLogix helo me 5 What features does SurveyLogix provide 6 Visual Survey Development sesser nenir EENEN ENEEK 6 Graphical Design ccccsecccceeceeceeeeceeeeecaeeeeseeeeseecesseeeessaueessaeeesseeeaeeeesaeees 6 A Omaio a a E a E EES EEI 6 Contact and Distribution ccccccccccceeececeeeeeceeeeceeeeesecesseeesaaeeessaeeesaeeesaees 6 Deployment and Storage xeceac ce scetentepcudsczxsaatennanendeansncyhee E ea ae eat 6 REDONO eae E 6 What are the differences between service levels 6 BONZO a ars see tes E E EEEE E 6 SUL Y I e E EE E EE 7 C0 0 PEPESE 7 Genning ie ner EEE 8 About this Manual 8 This is a users manual Your experience in using the manual and any suggestions for improving it will be very helpful and appreciated by other WS CUS E EEEE EE S E EEE E E T E caer 8 Steps in Creating and Deploying a Survey 8 P e DOSO e aeaa E EEEE E re eee er eee 8 DIED 2 FONSI UGH eaaa is unsdsanvoseveausneuaeasasendsasversenanoeasesantes 8 SION OJ OMMOU all OM PA A TTE 8 SCD A DSO yi OE E E A 8 UN UI TVS ON e a cietrecaey ci nredaceeienalenaeen
3. Once again you can add edit or drop images as needed Adding an image is a simple process You need to provide a name to identify this image within the group and optionally a description Click the browse button to locate any web graphic on your local hard drive and it will appear in the thumbnail box as demonstrated here If maga Numa ew U U U UUU the image does not display properly in thiS Desnpisa Fpa box it probably will not display properly Upload Imaga Oocumantsiay Picures cow pg DERRE on your survey When you are satisfied click Upload Image to transfer it to Sparklit s servers Templates Templates are a powerful way of customizing the layout of a survey for users who require a greater degree of control than is available with styles and themes E The concept behind templates is that you the user ought to be able to write your own html code if necessary and simply tell SurveyLogix where to place elements such as questions and submit buttons This gives you an unparalleled degree of control over your survey s layout but is also a lot more work A compromise solution is the template library a collection of useful templates designed by Sparklit s own web developers that you can use or modify and revise as necessary Using Library Templates When you select templates form the Style and Layout menu you are taken to the following screen Here you can either select a library template create yo
4. SurveyLogix takes all of the load off your shoulders except the one decision no one can make for you what questions to ask What features does SurveyLogix provide Statistics is a science not an art and our clients are very particular about having their surveys look and act just exactly the way they want them to As a result SurveyLogix provides a wealth of functionality protected by clever defaults Most of the time things will simply happen the way you want them to but if you should find yourself with some special need chances are there is a way to handle it some of the obvious and important features SurveyLogix provides Visual Survey Development Watch your survey grow as you develop it See the changes you make take effect Preview and test without affecting the final results Graphical Design Take advantage of the graphical design we have done for you Select from a library of themes and format your survey with a single click Customization and Image Put your corporate brand on your survey Match it to your site s unique style Control layout style and color with unparalleled flexibility Contact and Distribution Target your audience and get the results you want Announce your survey by link pop up or emailed invitation Deployment and Storage Distance yourself from the details of maintaining and administering database and network servers No need to worry about stability and storage requirements Get r
5. copy ihe ATRL code iio pour wabpege bo doplay a popup iain ra ibaian invitation o ean usa basic HTML to forre the iezi a Flame click thm link Eexlew to eroreer the murray herk yon fer poor wuoppect eed copt ics Fl tps wee rower los it com gree ca irr itet ion pe k murray iei fF ae i pris z Erd Specklit HIAL Cc gt HIGHLIGHT AHD CHET ATAL COIE presented with a pop up window inviting them to take the survey Advantages Much higher visibility than the link alone with a resulting increase in hits Downsides Still dependent on site traffic and may irritate some users who have come looking for something in particular pop ups in general are not popular with surfers Email Invitation An email will be sent to addresses on a list you enter inviting them to take the survey Advantages The ability to target particular respondents not dependent on site traffic Downsides Unless you regularly send email to the members of this list they may ignore your messages as spam Deployment At last your survey is ready to be deployed All that remains is to select Go Live from the main menu and set a start date Until this date your survey will not be accessible to respondents who will be turned away with a brief message Once the start date is reached the survey will automatically become accessible and start accepting responses until it completes After completion no more results will be accepte
6. as you build to confirm that jump logic is working the way you expect it to Once your survey is built access Style and Layout to beautify it then General Settings and Security to ensure that our defaults suit your needs When your survey is working properly select Distribution to announce your survey to potential respondents Then choose Go Live to schedule a start and end date As your survey results filter in you will want to stop in from time to time and access the Reporting feature to view the data you have gathered Introduction to Survey Builder What is the Survey Builder The Survey Builder is a convenient way of entering the text and questions of your survey It allows you to see how the changes you make will affect your survey and helps you visualize the appearance of the final product The following picture of the survey builder demonstrates several of the major features The questions that compose the survey are displayed in sequence down the page The question numbering fonts and colors used are all based on the current survey style and look just as they will in actual survey To the right of each element in the builder is a control menu showing the available operations To the left are vertical arrows used to move an element several styles of question are demonstrated here including a simple Yes or No a Rating Scale Matrix and a Name and Address field This represents only a fraction of the question types
7. numeric or even open ended questions Question Types j Yesu Mo Yes or No The simplest question type The 5 results are binomial either Yes or No If you would a rather have true or false or want to add a no response option use the List Radio question type E High Schon pi i C Umkreis Linares 3 ti ei a TTS al EARP a C Graduate Dees 5 Mui Fogg Sc obo hoia Diniy iiy Hoi Esik Hm Ea i Festi 1 Feed 2 T kidar A Chere E Ch aire L Fiki 4 r r B Fish i i I Fiekl 1 E r E List Radio The result is one and only one of the listed choices All of the choices are visible at all times List Drop Down The respondent may select only one item from a list of options Only the currently selected response is displayed or Please select until the arrow button is clicked List User can select multiple choices The results can be any combination of list items If you are using jump logic with this question type be aware that your conditions might overlap each other Rating Scale Like a List Radio except that the choices are drawn from a custom library of predefined scales see section to follow instead of being manually entered one at a time Rating Scale Matrix The matrix is a complex type consisting of several fields each line of the matrix is a field each of which is a rating scale In designing the question you would select one scale and name
8. one or more fields When viewing the results they will be broken down by field first and then by response Multi Rating Scale Matrix Like the Rating Scale Matrix except that you may choose more than one scale In matrices of this type each field has more than one response You could achieve the same effect with two simple matrices but the multi matrix simplifies the layout and keeps the length of your Survey down Selection Grid When designing a question using this matrix type you will be prompted for field labels the rows and choices the column headings Unlike a Rating Scale Matrix the inputs are check boxes and the user may select any combination of zero or more per row The results are broken down by field When viewing them bear in mind that the totals may exceed 100 i e 70 of respondents might select row 1 column 1 and 50 might select row 2 column 2 If you view the results as a pie chart you will see the ratio of frequency of appearance of each field choice but not the percentage of users who selected that option Open Ended One Line Results are open ended The size of the response is not restricted but the text box is a single line only without scrollbars Validations see below may be applied to this type of input to ensure meaningful responses and the results are available for answer piping When viewing the results you will see a list of all responses without reformatting or grou
9. riera eee are ee ner eens eee eee Editing SSS ecaaicerciecrcenioaineretcrenemeniecesianeenaasiceeatinnttmmekteageaesiecsceeeeeeesacs Maintaining an Image Library ccccccccceeecseeceeeeeeeeseeeseeeeaeeens Templates Using Library Templates ccccccceeecceeeeceeeeseeeeseeeeseeeeseeeesaaees Working with Document Templates cccccseeeeseeeeeeeeeneeeenees Working with Question Templates cccccccssseeeeeeseeeeeeeeeneeees The Template Builder Applet cccccccseccseeseeeseseeeeeseeesees Testing and Deploying Your Survey cccsssccsssseesssessesseseeneeees Testing Your Survey Deploying Your Survey SECUIITY SOTINGS ccc c cccccsccccceescccseenscenenecseensceneeccarencseseseueress II SHOU O eee EE E E DEDO e Analyzing Your Fee SUE ineteenievenceuienesenciecrdccelersiwerieecieccteretonciencneteics Simple Reporting 12 12 15 16 16 18 18 18 18 19 19 20 20 22 23 23 23 24 24 25 26 26 2 28 29 30 30 30 30 31 32 33 33 Filtered Reporting Cross Tabulation Raw Data Glossary Introduction to SurveyLogix What is SurveyLogix surveyLogix is the most powerful and user friendly internet survey application on the web today It enables you to simply and efficiently design surveys using only your regular web browser There is no special software to download and no confusing interfaces How can SurveyLogix help me Your goal is t
10. text of the escape link Background Image A graphic to tile as a background Background Color The color of the background if there is no tiled image Survey Width Size in pixels of the survey Survey Border Width Width of the survey s border Question Numbering Style Either No Numbering Alphabetic Capitalized Numeric or Roman In addition there are font settings and color options for various portions of the survey and the ability to include header and footer text lf you are using the default layout the page header is the very first thing that appears in your html code you are responsible for including the lt html gt lt body gt and other tags Likewise the footer is the very end lf you choose to use templates the header and footer are merely html that is substituted for certain tags as described in more detail in the templates section Maintaining an Image Library You can access your image library from E the Libraries menu under List all Taye Geon Surveys Image libraries are a convenient onic way to store images on Sparklit s servers if they are not accessible online by URL The image library consists of a list of groups each of which contains a list of images You can add new groups drop old ones or modify the a groups settings using Group Properties Selecting Edit Group will take you to the me list of images that comprise the group
11. twice from the same IP Downsides There may be two or more legitimate respondents using the same computer some internet providers use dynamic IP assignment meaning that a particular computer might have a different IP each time it connects Cookie Blocking A cookie is a record stored on the computer of the respondent noting that they have already taken the survey Unlike IP address this option is user specific not machine specific and will enable each legitimate user of a particular computer to vote Downsides The cookie resides on the remote computer and the owner of that device is free to delete it which would enable them to vote again Email Blocking Before taking the survey the respondent must enter a valid email address and receive confirmation at that address Respondents are identified by email address and prevented from voting again Downsides Many people find this to be too much hassle and will simply not bother reducing the number of responses you receive People may have multiple email addresses and could cheat by voting from each one Referrer Blocking This option ignores all responses that do not originate from the one site specified This way you can ensure that responses are coming from your survey on your site Downsides If you select this option you cannot distribute the survey by email and it can be accessed only from one web page Due to the nature of the internet it is impossible to completely preven
12. window by clicking on the edit validation tab and appears as follows ee Valdain Por Gunter sitet Solent Foliya Chums T An emaj address T AUREL F EmTe Lass Than Foo Greater Than Apt FALTOAT ION Validation peraior precedence goer from top te b ttom The aterwer to ths questen must be Bowe To i FEMIYE FAYE VARGA TED This particular question already has one validation which appears at the bottom of the window A new validation could be created by filling out the fields in the first table and selecting add validation When you are satisfied with the validation as it appears you may click save validation to be taken back to the Survey Builder or on one of the other tabs Currently SurveyLogix does not support validations that depend on the values of multiple questions Working with Instructions Headings and Page Breaks Surveys can contain elements other than questions Some of these elements are visible on the actual survey and others only have effect Heading and Instructions Headings and instructions are the simplest of element types Each consists simply of a single field of text as always judicious html is acceptable The primary distinction between a heading and an instruction is that headers are rendered in bold while instructions are rendered in italics by default Page Breaks Without page breaks your survey will load in its entirety on a single web page When the su
13. your survey exactly as it will appear on line You may enter and submit results and SurveyLogix will treat them like it would actual results Your jump logic and your validations will be active and you may ensure that they are working as expected Your answers will be tallied and recorded so that you can view the resulting graphs and charts in the reporting section but when your survey is deployed all the results from your testing will be erased Deploying Your Survey When your survey has been properly tested and is ready to be deployed only a few brief steps remain You need to ensure that the security settings meet your needs decide on a form of distribution and finally schedule a start date Security Settings Serve Options security with regards to your Security Settings survey means preventing cheating and fraud It is see tice S unfortunately common for M P Blocking respondents to attempt to bias F Cookie Blocking survey results by taking the same p Email Bioding survey again and again and Referrar Blocking again As a result we provide eS Ee several methods of preventing p this sort of behavior CA The security page available from the main menu details the four options we provide to inhibit cheating IP Blocking Each computer on the internet has a unique IP address which no two share and which identifies it completely Selecting the IP blocking option will prevent the survey being taken
14. Aiaehirge oa Siri min Aih Aiie Loget Hig iy Manage Survey Test of Association Miner Ga Seat delays Survey Boulder View Aang Logic Sac Li iy Oesigri an samira your g Wie Conde branching in your amsiy with ihe preet andfullfesiuned sune att diri Liti bool PTh wanri Haiii Pre defined Respondent Data General Settings Go Lig Upload a pre defined respondent dats Mody general settings such as the tile a z fie m yar eray or ihe dark ou Cheal Manin Meso Security Style and Layout Ait Leii SLipphil Hirsi Api eit Policies LHRP Th IH Ajin Harih Lite Lis Majty secumy sethnge of pour suresy Distra Anmwe yar sray si emm websi ar ppup ietan Reporting See the results of your sureey ina Customize the logk of pour ery Inchiding sizes fore colors and ITTEa DE Preview Survey printable version Test your suey here Theiss simulation The raibs val bes chess and esd upan adresin of the survey Go Live Schedule thes suresy for aceron Pi Li ee Ls ClIslomizable gapoical bel oF ma J Cay hetrik OAT cad a CS F He Prasat Mhbid Client Management ire chend acoees io rembe reporting arj pirar mres y PTAH Plas From here you have access to all of the major features SurveyLogix provides The first thing you will want to access is the Survey Builder This feature will appear in a new window when selected You may also want to Preview Survey occasionally
15. and the open ended data is not presented at all To view a detailed report on a particular question or to change its chart type simply click on the title bar of that question s chart The detailed screen shows a larger version of the graph and a table containing the actual data in number of responses and exact percentage The complexity of this table depends on the question type Detailed Question Report Whick bap akis cereal de you preier 7 Pma Crisps a 1134 Sueddes 3 DR Ga ic 1 44 Count Percentage At the bottom is a drop down box that allows you to select the chart style displayed The detailed report for an open ended question displays all of the responses given Filtered Reporting The filtered reporting option allows you to produce reports filtered on those results for which a certain condition holds For example you could view a report on only those respondents over the age of fifty or on those who were dissatisfied with service etc Filtering can only be done on close ended questions but can be arbitrarily Conditional Report Bakici condra Eriha report Adj a Condon wham TEE Pia Condtms Freacedence geas fem top to botam i Question plored ekal aowe ls Chtmeal Crisps complex for example all respondents with blonde hair who use shampoo and conditioner but not mousse is a valid rule The rule building screen is similar to that for jump logic Wh
16. anges you make to your survey s template don t appear in the current version of Survey Builder To see how they appear choose Preview Survey from the main menu Working with Document Templates Document templates are templates that affect the layout of the entire survey They don t control the position of field within a question but they do control where the questions are placed where the submit reset buttons go and so on and so forth Since a template is essentially just html the simplest thing to do is design it in your favorite editor then just place tags where you need them Tags are markers in your html code that tell SurveyLogix to make a substitution Where you write QUESTION a question will appear The available tags in a document are as follows PAGE_HEADER_IMAGE PAGE_HEADER_IMAGE_SRC ANSWER_FONT_COLOR NUMBER_FONT_COLOR QUESTION BG _COLOR QUESTION FONT _SIZE COUNT 1 the first time encountered 2 the next 3 the next FOREACH BEGIN Repeatedly displays everything up to the next FOREACH_END while more questions remain to be displayed FOREACH_END Terminates a foreach loop SurveyLogix builds portions of the page before displaying your template You don t need to worry about the details but it might be useful to think of a survey page as the following lt html gt lt head gt lt head gt lt body bgcolor BG_COLOR gt lt form gt Your Template Goes Here
17. available to you Between question 1 and 2 are a series of advanced Jump Logic commands Jump Logic enables you to move the respondent to arbitrary points in the survey based on a response You might for example have questions only relevant to respondents over the age of 19 Younger respondents would skip over this page without ever seeing it The Control Menu set The control menu lets you operate on elements of your survey It has a between one and four options depending on the particular element Qeiete Insert Places a new element immediately after the current one You will be prompted to select the type of question or element you wish to insert then taken to the configuration window explained below to configure the new element Edit Takes you back to the configuration window to make changes to an element s configuration Copy Makes an identical copy of an element and inserts it directly after the Original Delete Removes the element You will be prompted to confirm before it is deleted but once it is gone there is no way to get it back Working with Questions In designing your survey the element you will be working with most are questions All questions are composed of text and a response field The text can be any question or instruction you desire even marked up with html SurveyLogix handles the response field for you A wide range of question types are available to handle binomial multi choice
18. d and your data will be frozen Analyzing Your Results SurveyLogix enables you to handle your data in one of four ways available from the Reporting option on the main menu Reporting There heres been responess bo your suney This val be reset bo D ytan you acieate this suey Click on ore of ihe inks below tor extended raponing fewiuras Conditional Get a imma of ite mauhia of poi Ginittale a report Hiat miia Corel ire old ray ihai yOu define on the quastions Croes Tab Raw Data Cres abusa any bat questions araj Career boas he roy dria ae a spreadsheet compare ihe results andansh2s twh your cen Sobaae Click the button ba io daeta all rapinaa bo ihe aive Simple Reporting Simple reporting provides a breakdown of your results without any filtering Close ended questions are displayed graphically using a variety of chart styles while open ended questions are available as a list of responses A simple report might look something like the following Simple Report Bac ara ite curriarizad rasika of your auey Click an an ind vidual qQumstion fir ran information 1 Which beoakiast corneal de you pretti eS a E amel ciee N iat F What is pyes opinion of puffed wta Thi is an open ended question cich be sse the results Here we have the report from a survey containing two close ended and one open ended survey The results from the close ended questions are in their summary form showing only charts of the data
19. e one simple interface Saarinen This image shows one of the library a HAE ERNE DY Link Back templates being edited The body of the NM EPRGE HEADER RAGE St sage template appears in the large text field to ns Sue the left In the upper right is a list of all RTH HENDER ENO Taos available tags Selecting an item on the a T aa list causes the text to change on the tag FOREACH ENDA sum button labeled QUESTION here and anaroe Fontene a a description to appear in the bottom EE Poorer oo oe ATH FOOTER ENDA FOREACH iaJ If you click on the tag button it s contents dhje chee RESETS Wi H a T be hir i will appear at your cursor in the main text field When you click save if you are creating es e gs a survey you will be prompted for a name the first time only Thereafter your changes will simply be saved immediately To view the results of your changes up to the last save click Preview Survey and a preview will appear in a new window ways d AE ki ee ETE SparkTip The survey builder applet uses java swing components that may not be available if you have an old plug in If the applet doesn t appear click on the Java Plug in link just beneath the applet to download the most recent version from Sun Microsystems Testing and Deploying Your Survey Testing Your Survey Testing your survey is simple process Simply select Preview Survey from the main menu and you will be presented with
20. e finished click on the save button SurveyLogix will examine your changes and inform you of any errors that need to be corrected before proceeding The Field and Choice Groups If a question is not open ended then it has only a certain number of preset responses Each of these responses is termed a choice The control group used to enter choices is shown here The label is entered in the text field at the top optionally with a numeric value to the right Each choice may be associated with an image either by URL or selected from an image P o group whose relative position is ce mag Lirery image amp Ime E specified by the Position control to the right of the URL field Once you are Choices satisfied with the label as it appears select Insert to add the choice to the list aE box at the bottom of the group As usual html tags may be used in the label Once in the list box you may reorder the items in the list using the buttons to the right If you select edit the values previously entered in the top half of the control group will be restored so that you can modify them Deleting and item removes it permanently Some questions are composite types which allow several separate sub questions to be responded to all at once Each Of Ese the feld lahute jane por Ese html ot these sub questions is termed a field Field entry is extremely simple Simply enter each field label on a separa
21. en you select a question in the leftmost box it s fields will appear in the rightmost You construct a rule by highlighting a question name s or is not and the result for that field or answered true if there was any response The example shown contains one condition preferred_cereal is Oatmeal Crisps Generating this report will show only those respondents who selected oatmeal crisps as their preferred cereal Cross Tabulation Cross Tab Report Cross tabulation takes two QUESTIONS saeit questians tr Cros Tabulation below and shows the relationship between _ a responses in one to responses in os another by tallying responses in a table where the choices for the first ii question comprise the rows and the choices for the second question the columns To produce a cross tabulation simply select the two questions to be cross tabulated and click Cross Tabulate You will be presented with a report that may appear like the following Crea Tabs Hapon Be preted oinal and chien skank 2 3 5 preferred_ceraal i l 3 o a Totals q if Looking at the first row we see that of all the respondents who answered both questions 2 of those who preferred Frosted Flakes also use skim milk and 3 do not Likewise every respondent who preferred Shreddies also used skim milk Raw Data You may download the raw data from you survey in CSV Comma Separated Value format which ca
22. esults without effort Reporting View the results of your survey graphically Run powerful filters to analyze the marginals Export CSV data to your favorite spreadsheet What are the differences between service levels Bronze The SurveyLogix package for users who need a basic affordable survey solution Includes thirty days of results storage on our servers plus access to all the question types styles and themes Does not include advanced customization reporting or distribution features Silver For users who need a little more flexibility the silver level package adds multi page surveys cross tabulation and conditional reporting In addition you get all of the distribution options and 45 days of results storage Gold Our full service option for clients in need of more advanced features Gold level service adds Jump Logic branching custom templating email blocking and raw data access CSV format In addition you may store your results on our servers up to 120 days Getting Started About this Manual This is a users manual Your experience in using the manual and any Suggestions for improving it will be very helpful and appreciated by other users Steps in Creating and Deploying a Survey Before reading any further it will be helpful to understand the basic steps involved in creating and deploying a SurveyLogix survey Step 1 Design Well before you begin to develop your survey with SurveyLogix you should
23. ge and that each of them leads to a different point in the survey The only trick at this point is to make sure your branches don t get tangled up which really isn t all that hard Just make sure you keep all the questions in your branch consecutive and terminate it with a jump to either the end of the survey or some common final page As this example branch demonstrates you can split a branch across multiple pages including as many questions as you want provided that it terminates cleanly Notice that no matter what option is selected in question 2 the survey will always jump to the end neatly skipping over the bodies of branches B and C which would follow beginning with question 3 SparkTip If you use a lot of jump logic and wind up with jumps and branches within your jumps and branches things can get very confusing Try mapping out your jumps in a flowchart on paper first Advanced Concepts Answer Piping Pre defined User Data Customizing Your Survey s Appearance Image is important You want your survey to look as clean and professional as the rest of your site you want it branded with your corporate logo and customized to conform to your personal artistic vision We understand this and with the inclusion of themes and templating SurveyLogix is ready to meet your needs Select Style and Layout from the main menu and the process of beautifying your survey is underway Themes Themes are the simp
24. have a clear goal in mind You might want to prototype your Survey on paper or in your favorite editor and have colleagues give you feedback on wording and range of options The entire process will be smoother if you know exactly what it is you want to build Step 2 Construction Using the Survey Builder you will enter your questions headings and instructions choose page breaks and design jump logic as necessary At the end of this step your survey will be fully operational in preview mode and you will be able to test and make changes as necessary Step 3 Configuration You will select a style or theme for your survey or customize your own using the template and style library options You will select security settings to prevent cheating on your survey At the end of this step your survey will look crisp and glossy ready for the web Step 4 Deployment You will schedule your survey to go live selecting a start and end date Your survey will automatically become operational at the beginning of this period and stop accepting responses at the end Step 5 Announcement You will attract users to your survey through emailed invitations pop up surveys or web page links Step 6 Analysis You will analyze your results using SurveyLogix built in reporting features including a range of chart styles and conditional filtering Navigating the Menus The Survey and Libraries Menu When you enter your Survey Logix account
25. isfied condition it immediately redirects the survey to that rule s destination The survey jumps based on user input Although the concept is very simple its application can be very powerful You can have questions that only appear in response to certain answers hide others that are obviously inapplicable or even have your survey branch off into one of two or three completely different surveys based on an earlier response Including Jump Logic in Your Survey Like all survey elements Jump Logic statements are available under Insert on the control menu in Survey Builder The configuration window however is quite different Edi Survey Jump Logle When you arrive at this screen only paar tone te seine ete iat a a aici the Shortname and is is not boxes ae eis will be filled out When you select a A Shartim question shortname the rightmost o E box will be automatically filled with that question s choices and the bottommost box will be filled with all valid destinations from that question ite io the quastion A ATETA 4 The upper three boxes comprise the condition The lower box is the destination 4 rum_applences E aifi Add Logic i q Erd of Eurer Example A simple question skip You may find yourself with a question that you may or may not want to display based on a previous answer Handling this with jump logic is very simple Consider the following example 4 Sap the reset questio
26. lest way to get exceptional o results fast Sparklits own graphical designers a i 2 have already put the work into a clean attractive survey template all you have do is select froma list of options and with a single click your survey will be transformed The thumbnail examples such as that for Crystal shown here are reductions of an actual screenshot of a demonstration survey rendered in the theme Your survey may appear none slightly differently as the template engine preserves certain settings when applying the theme If you have set a header image it will appear where the image in the thumbnail does otherwise there will be none If you have defined a e ap document header footer the text of these will eee E _ ___ 4 appear as the header or footer of the new style created as Customized Crystal in the case of ERTER crystal in your style library If you have not set CTE ee these fields but would like to go to your style library and create a copy of the theme s style and add them Styles Whether or not you choose to use themes or St E templates a style will be associated with your Y Bui survey Your style defines the colors fonts and images that will be applied to your survey le a You can define headers and footers or choose borders numbering and divider options Working with Styles You style library is represented graphically as a list of available s
27. n C Yes e Alo Hithe araar d qugction ski quarsiion ta jirg io quasi n question aker PAGE BREA 2 The Guesian 3 Te Quesion After Here we have the simplest possible case three questions the second of which is to be skipped if a condition is met By adding jump logic to the first question a page break is automatically generated between question one and two allowing us to jump to either question 2 or 3 The rule says if skip_question is yes jump to question _after In this example skip_question is question 1 and question _after is question 3 When the first page of the survey is submitted the jump logic statement will be examined If the respondent answered yes the next page will display only question 3 and any questions added thereafter Otherwise the next page will be displayed in its entirety SparkTip You might be concerned that all this jumping about will mess up your question numbering no cause for alarm Regardless of how you skip about the respondent will always see question 1 followed by question 2 followed by question 3 and so on Example A branch point Branching a survey is no more complicated than skipping a single question you just need to be sure that you cover all of the possibilities The following example shows a simple branch point jumping to three different locations in the survey Note that there is a condition covering every possible input on the first pa
28. n be imported into virtually any spreadsheet system such as Excel or SPSS Download Raw Survey Data From thes page you can download fhe rev dala from your sume in oder bo analyze i wath pour cat databeses or epreadshest sriwars The dsisie maishi n Comms Separsied Values o CSM format The fret ire of ihe daia is the column headings separcsied by commas andthe nest irag asch represent the arrear submited bya miray reen once rd Stan Date oc MM eer End Date DD eta rire Merely enter the dates between which you wish to view the results and SurveyLogix will generate a report which you can download and store on your local computer Glossary Choice In any response field which is not open ended a choice is one of the discrete possible responses For example yes and no are choices Element Any result of an insert operation in Survey Builder Elements include Questions Headers Instructions Page Breaks and Jump Logic Statements Jump Logic Statement An element consisting of a condition and a destination When a page is submitted the condition all Jump Logic Statements on that page are checked and the user is taken to the destination of the first one that holds or to the next page Page Break An element indicating that all subsequent elements should appear only after the current page has been submitted Question An element composed of interrogative text and
29. o bot Mewes 4 eels Pages Diras level p Agnes Cimagres 4 levels EDIT SCALE The scale library divides scales into ores Diesre 5 levels i verre Never velei two groups Custom Scales which lees Pee Od eed E ete aie you are allowed to edit and 7 Standard Scales which you are not Any new scales you add will appear in the custom section Deleting a scale is permanent there is no undelete so be certain before you click the button The add and edit buttons both take you to the following screen the only difference being that edit preloads it D with the currently selected scale Seale Hame PCE The scale name is only used to Seale Hending optional identify the scale and will never appear on your survey Enter the scale columns fons par tine The heading text is displayed above Stout ooloe ODFFOO GREEWcrtonc gt the column labels on matrix types ee re ae This is particularly useful for the Multi Rating Scale Matrix where it helps differentiate the two scales The choices are entered one per line in the bottommost box They may as shown in the example be marked up with html This is the only place you will see that html code everywhere else the tags will be applied before the text is displayed The Validation Window Validations are used to ensure that the response to a question satisfies some criteria The validation screen is accessible from the configuration
30. o get your survey online with the minimal fuss and as fast as possible You know the features you need and are looking for a solution to turn your concept into a reality with minimum effort SurveyLogix is the tool you have been looking for SurveyLogix system gets you off the ground and running in an instant No need to download software no complications getting your survey from your hard drive to the web our completely web based solution works with your current browser and our robust and reliable servers handle all the behind the scenes networking and data storage that you would rather not worry about A simple intuitive interface assists you with the construction of your survey showing you visually how the changes you make affect the appearance of the end product Our wide range of question types give you the flexibility to be as closed or open ended as you desire A number of professional themes beautify your survey with a single click while our two tiered template style system affords unparalleled control over details of layout and appearance for those with particular needs SurveyLogix will help you get your survey to your target audience It will serve the surveys without your intervention It will track and record the results When it comes time to analyze the data it will provide you with clean comprehensible graphs filter on conditions you specify or simply provide csv explain data for your favorite spreadsheet In short
31. one or more response fields Respondent Anyone taking the survey Each respondents results are stored under a unique key to allow conditional filtering of results Response Field The user entry portion of a question consisting of one or more html input objects generated for you by SurveyLogix Scale A collection of choices that has been given a name and saved in a scale library for ease of re use Style A collection of font color and option settings that affect the appearance of your survey Tag Imbedded text that is meant for the software to process and not seen by the user Html tags appear as lt tag gt template tags as TAG Template A document question layout system using html code with embedded template tags Theme A combination of predefined question templates document template and style User You the operator of SurveyLogix Validation A rule which must be satisfied before the system will accept a result
32. ping ie if two users answered 3 19 you will see 3 19 on two lines Open ended questions cannot be used for filtering or jump logic Open Ended Multiple Lines Just like the single i line version except with multiple labeled fields ait This question type is useful for simplifying the e REAR layout of your Survey and grouping similar items i under a single heading ga lt Comments Box Results are open ended The m length of the response is effectively unlimited 64k and no constraints are applied to the input When viewing the results you will be presented with a list of every response without reformatting or grouping Name and Address A standardized address form The list of countries is preloaded with United States and Canada at the top SparkTip The standard behavior of radio buttons is that once a button in a group has been selected the respondent cannot deselect it without selecting another or clearing the entire form This is a property of the respondent s own browser and not of the SurveyLogix engine If you require a no response condition you might consider adding it as an option at the bottom of your list The Configuration Window Once you have selected your question s type you will be presented with the configuration window to establish the properties of your question The exact contents of this window depend on the particular type you have chosen but a simple repre
33. rvey first loads every question will be displayed in order with reset and submit buttons at the very bottom You may choose to split the survey into logical pages by adding a page break When the survey first loads SurveyLogix will display each question up until the first page break The respondent will answer these questions they will be validated submitted and stored Then and only then will the on the next page or the end of the survey be displayed There is no indication of how many pages compose a Survey nor even that there are multiple pages unless you choose to inform the user with an instruction field SparkTip If you have a long survey or a lot of graphics use frequent page breaks Page breaks reduce the size of the web page to be transferred so it will load faster on computers with slow network connections and scroll faster on computers with outdated processors and graphics cards Working with Jump Logic Jump Logic is a powerful feature that allows your survey to dynamically respond to user input You can use question results to redirect the survey skipping over or including questions or branching into multiple paths Your survey can customize itself to each respondent to get exactly the data you need The jump logic system is fundamentally a set of rules composed of a condition and a destination Whenever a page is submitted the jump logic system checks all of the rules on that page If it finds a sat
34. sentative version from yes or no is shown below Question Short Hame ill Entar ponr qEestion WRAL ar range Library maga Graup ma g Hide Question Humber Yer Ho Awewe Reged Yas Wo Choice Layout E vericd F tikti Akca tres Gisan E The first things you might note are the tabs at the top In the picture they are labeled insert but if you were modifying an existing question they would read edit The template tab will be explained in greater detail in a section to follow as will the validation tag that appears on open ended questions The small orange question marks are your access to online help Clicking on one produces a small pop up window explaining the associated option The large field entitled Question is the text of your question As with any text you enter for the SurveyLogix engine to display you may mark it up with html tags if you desire The Short Name identifies your question When you design Jump Logic or view results they will be identified using this name SparkTip Many users have a tendency to name their questions Question 1 Question 2 and the like If you later have to reorder your survey insert an element or delete a question this can be very confusing as your Question 2 may now be numbered 17 Try using descriptive names such as service_rating or customer_satisfaction When you ar
35. t cheating and fraud A clever and sophisticated user can find ways around any security measure Fortunately the vast majority of users lack this sophistication and most of the clever ones have beiter things to do with their time than spamming your survey The cookie option is selected by default as it has proven to be sufficient in most cases Distribution A survey with no respondents is no good to anyone Accordingly Link URL SurveyLogix provides a variety of Giana e knasnanean ways to attract respondents to your URL kiipi serveyiegoccom greg davitake server TurveyID 417 Su ee Email invitations This is the distribution page accessible from the main menu It provides you with one passive and two active methods of attracting users Link URL The simplest way to access the survey is to simply create a link to it The URL is provided here for you to copy and paste to your web page Advantages If you have a high traffic site this will do your work for you Downsides You cannot select your respondents if the link isnt clearly visible or your site receives low traffic you may not obtain many responses Pop up Invitation When users first load the web page they will be This section is usad bo cangia ened iria kirra Dnia pai have comig ihe maion aage You Al ad 10 crie a Radige List The malaio emaka al ba auiomotioally be aami upon ecinetion of pour survey Pop up invitation Attar satiing an inebar miea saga
36. te line of this box using html to mark it up if you so desire When you view the results of your survey the responses will be grouped according to field i oil Ej Working with Scales nanai i When using question types that involve on eee Seales the configuration window will Saas ii iis E contain this group of controls for Tache Hii Colima C Te He manipulating scales A scale is simply a Scoring Direction F Ascending E predefined set of choices that has been given a name so it can be easily re used The drop down list under Select a Rating Scale contains every scale that is built into SurveyLogix or that you have defined in the past To view the contents of a scale simply select it and click on details and the details will appear in a small popup window The rest of the controls affect the appearance of a scale when it is displayed ina question You can reverse the sorting order start each scale with a null no response column or have it render as a drop down box where only the selected item is shown If you select the show legend option the labels on your scale s columns will be replaced by numbers and the a legend mapping numbers to labels included above To modify your scales you can either access the scale library from the main menu or through the configuration Scale Libary window by clicking on the scale i library button shown above VIEW DETAILS RBG STANDARD SCALES p
37. tea game sane danieanarenneenesees 8 Step 6 ANALYSIS ccccccceeccceeccceeeeseceeeeeaeeeeseeeeeeeeeseeeeeeeeaeeesgeetaueetsueesseeeeas 9 Navigating the Menus g The Survey and Libraries M nu cccccccceececeeeeeseeeeeseeeesseeeesseeeesaeeesaaeees 9 TAC VENA MOM e EE E EE 9 Introduction to Survey Builder c csscccesseccseseeseeseeceeseecensessenseeeeneeseeneeseees 11 What is the Survey Builder 11 The Control Menu 12 Working with Questions CUS SHOW Ty OCS cases scsi canstataceoatutnta aintean voce tucemantecaisenesiseatstecnieas The Configuration WindOwW ccccccsececcseeeeseeeesaeeeesaeeeeeaeeesaees The Field and Choice Groups cccccceeeeeeeeeeeeeeeeeeeeeesaeeesaees WOKING WITH SCAICS sire sncvevescscrcvencecuscescusesetesntscdeesesesveeceexecwseeeays The Validation WindOw ccccsccccseccsseeseeeseeeeeeeeseeeseueeneeeseeeeees Working with Instructions Headings and Page Breaks Heading and Instructions cccccccceccseceeeeeeeeceeeseeeeeeeeeeseeeseees Pae DOOK aa E A Working with Jump Logic Including Jump Logic in Your SUIVEY cccseeeeeeeeeeeeeeeeeaeeeesaees Example A simple question SKIP cccceeeceeeeeeeeceeeeeeeeaeeeneees EXxamMPIE A Drance OI Wes aici scesediacanaciteawavenateenauneieansencsweceuactuanuncs Advanced Concepts Customizing Your Survey s Appearance ccsscccsseeeeseeeeeeeeeeees Themes Styles WOKIRO WIT VIOO
38. tyles some of which you own and some of which Sparklit has provided for your use Step Selec a Surry Style Below ba pour your giray sive library Fou Can have carey giray styled and gach sive con ba usad by doveral sues aloking You 10 a a the siyle dettings from praia aey Yo can create pour ean new styles ar use the defauk predefined styles ar make a copy of them io change bo your hiking Tou can prove wheal your survey would look like with ite highlgiiod siak by clicking on Praags Once ou hove ird ihe style dhai you werd do use tor ihe auey highlight i ard click Select The Sie For Wty Burai Curent Sie Errera t Cukor Shk Custorizad Grania feet rs ley Crema Standard Sika You can generate new styles edit existing ones duplicate a style exactly useful for editing Standard Styles or preview a style without applying it permanently to your survey You can switch styles as often as you like or edit your current style and have the changes take effect immediately Editing Styles The Edit Style screen provides a wealth of options Style Name The name assigned to your style Page Header Image A logo to be displayed at the top of the survey Divider Image A graphic used as a separator between questions Stretch Divider Image Whether the divider image should be rescaled to the width of the survey Link Back URL Escape link displayed on the survey page Link Back Name The
39. ur own or edit the current template If you select to create or edit a template from option 3 you will be taken to the template builder applet described in the TENETE following section Selecting a library template is a l simple process of clicking on one i r Stap Z Salact Tesla of the icons then clicking Set Diad Farm Tabla wiih Margin Template Your survey will thereafter render in the selected The black lines on the icons ee a a represent borders These borders are dependent on css support and may not be visible in older Ci browsers the survey will display Hovering Baras Two Calurnn Layau correctly just without borders The dark gray represents color fill typically the question background color that refers to an aspect of Opies 2 Etap using iempo C tho back io the Spark deat lapri p j Deire a custom template E 1 7 Template Buldar Basila buld a template cot Of any mimi cadi your style settings Light gray en i i Pick Esiating Tarlac es orca boxes with numbers indicate where your questions will appear lf text numbers or fill regions are not visible after you have set a template you may need to adjust your style settings If your text is of the same color as its background or your fill region the same color as its neighbor they will appear to be missing Try previewing under different standard styles and you will soon see what has occurred SparkTip Ch
40. you will be presented with the Survey and Libraries menu Sparklit HLI Crane i Hti hanay jiii Lalo or Ste Lia ay Your Libraries Click on slink below io goto s library Pith Leii Sipan Resita image Library Style Library groans Harme pii ban siora ee Kr iai in Create d ated obom auii ails Picie your auei ard other auppan Spahki Eika Can ba tagd in milie aurveres products scale Library Terotabe Library ti eel NR al reste arches Aey and add custom Create onganize and edit cusiom byout Alain Spankia mae Custom Scales can be wed n legites Tamplsies canbe weed in i 7 Mma pe eye Tray Rd eS Laer E Bi Fae Pi Lilie Lani Cet Fister Your Surveys PTE Mb Bilts ia a lig of pour surveys rs ee DB Tate Tesi of Ascetetiation Mi Delete this Taneri rated oo SOOO VF 15 47 Date Leial Deg cred Stass ot Sia Tate bang legit example Delete this Servey Greed on H 12000 2 Sesece Level Darma oh jot ote Tik Denk Tor Manual Delete this Sansk Crete oo IOT WF S61 Saas Leal Darri Shales Hot Sia Here you can select the survey you want to work with or make changes to your libraries which are shared between all of your surveys The libraries will be described in more detail later for now we will consider the menu that you are presented with when you select one of the listed surveys The Main Menu When you have chosen a survey to edit by clicking on its name the main menu will appear Lisa al Suna
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