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SURVEYMONKEY USER MANUAL

1. Clipboard ont la Ahgnment dumper styles A3 a fe 595568569 1 Responder StartOate EndDate IP Address Email Addr First Last Cust do you live Which are Whic 2 0 0O O m D m O O Response Response Resp 5 S6E 08 ARARA SeeeFF 709 180 172 105 SE 4 5 96E 0 8 FrFeee FFFFSF 209 180 172 105 yes 5 5966 08 eeeee FFRAE 209 180 172 105 yes Si Max G 596E 08 FeFeee FFeeFF 209 180 172 105 yes NW Car S 96E H S SESSES FEEFEE 709 180 172 105 yes SE Bike Ki To learn more about reading the All Response Collected Spreadsheet in Excel please click here Page 74 SurveyMonkey User Manual 2 Creating Filters As a Professional subscriber filters enable you to look for specific data or patterns in the data New filters are named and can be toggled on or off You have the ability to filter by Responses by Properties or by a Collector To add filters to the data click the Filter Responses button on the Analyze page and then choose how you want to filter By Response By Property By Collector To get started follow these steps Step 1 Click on the Analyze x icon next to the survey title on the My Surveys page Step 2 Then click on the Filter Response button on the left side of the page y Filter Responses Step 3 You have the ability to save filters in this section If you have to filter the results by many different criteria create multiple filters and simply toggle t
2. Manage Folders Step 2 Click the Add New Folder button When prompted type in the name of the new folder and click the Add Folder button Step 3 This takes you back to the Manage Folders page to see all the surveys created in the account A dropdown textbox appears next to each one e Click on the blue dropdown arrow associated with the textbox of the survey you wish to move e Then choose the newly named folder in the textbox as indicated in this example below A saving status will show and then the survey will be moved into that selected folder e If you need to rename a folder click here for additional instructions J Organize Surveys into Folders lt lt Back to My Surveys TO Ofpanize Out pumate iio folders POU Can galati an edetrg holder Tron Pe dog deen Es med to Bach surrey fie To creale a folder click Add ew Fildes amd Gee nea foldar wil ba added in Tie drop dicen Edit Folders Add Naw Folder Tithe Seams Search over Thb pori Created zai Modified sort Thu S207 217PM 20 minutes ago Evirydey Surry An Mon A1706 207 AM Fhows ago Wied LT 1 30 AM 23 hour ggo Page 97 SurveyMonkey User Manual 7 Address Book The Address Book is simply a book of addresses The book allows you to create lists of addresses to store in this section If you have distribution lists of emails that receive many surveys then you will be able to use those same list
3. Step 2 Select the Survey Options button and scroll to the Add Logo to Survey section Step 3 Access the Add Logo section Click the Browse button and locate the logo file on your computer Click the Save Logo button and the image will appear in the Custom Logo section for a preview Click the Save Logo button again to finalize Page 17 SurveyMonkey User Manual gt To delete the logo click the eas EA Delete Logo button Benes gt To re size the logo edit the size and resolution of it in your own image editing program Then reinsert it into the design Add Logo to Survey Delete Logo Save Logo iii Progress Bar Both Basic and Professional subscribers can add a progress bar to any survey Professional subscribers may customize the look of a progress bar under the Theme Editor Within the theme s property menu edit the width text size border width border color background text color or bar color Rename the theme and save it when you are finished Here are the basic steps for adding a progress bar to any survey Step 1 Click on the Design icon next to the survey title on the My Surveys page Step 2 Click on the Survey Options button located on the left side of the survey design page Step 3 Access the Progress Bar section and select where you want the bar to appear top or bottom of page Click the Save button when you are finished Progress Bar Settings Show Progress Ba
4. SurveyMonkey User Manual Step 3 When you click the Add Report button name the new report and uncheck any question or page of questions you do not want visible Click the Save Report button when you are finished You can then export the data with the custom report applied survey iiie Employee Questionnale Ear zf Create New Report lt e Cancel Enter a Hame for your Report Hane Custom Repo 1 Select the Questions to Include Select All Untelect Alli En cual equa preforina usted tomar la misi n E iatrodhection E OF Pinage ener your atcags ppi to coming fo ie raid page El Gi E 08 Org dle gA o Mat pikkie a Re liin gettone ff GH Ona goale of Afara to Mewes pleade aneor he following quesdons E 5 Ora tle of Awit jo Maw plete Hopet hee lowing quedtons Q Filtering on Custom Shared Reports Currently if you have enabled filtering on the Shared Custom Report link then those you are sharing the data with will have access to all questions in the Filter Editor e f the questions are hidden in the report the enabled filtering capabilities will provide access to all questions when creating filters even hidden ones e Do not enable filtering if you do not want to share sensitive information e You may want to consider exporting the custom data report and then emailing that exported file to maintain sensitive data Click here for additional information on exporting data with a filter applied Pa
5. gt Apply a saved filter to your l results by clicking the Apply 6 Saved Filters Filter Click to add New Filter gt Clicking the Filter Title or Edit Below is a list of all the filters that you ve created for this survey Filters enable you to view only the data you are interested in Click Add New Filter button opens the Filter Filter to create a new filter for this survey Editor page gt Delete Filter deletes a filter gt Click Add New Filter to add No Filter one curently Pp Applied Click to Edit Filter Yes Filter Edit Filter Apply Filter Delete Filter Currently the No Filter is applied to the results 3 Creating Cross Tabbed Reports If you need to do more in depth analysis through the use of cross tabs and filters it is good practice to build a Custom Report first This gives you the ability to select which pages and questions will be visible on the report How to Use Custom Reports with Cross Tabs A Consider the Survey Design When designing a survey think about what you want to learn from the data The structure of the survey and the questions asked will later help you in the analysis P Filters If you have groups of respondents you want to sort then filters come in handy You would want to create questions that ask respondents to identify themselves in some way Page 79 SurveyMonkey User Manual e EX Course Evaluations Pick a course to evaluate and then filter later
6. Respondents cannot go back into previous pages to edit e Once the Next or Done link is clicked respondents will not be able to go backward in the survey to make edits The Previous button will not be visible on any pages to move back in the survey Yes Selecting Yes respondents can go back to previous pages in the survey and update existing responses until the survey is finished or until they have exited the survey NOTE After the survey is finished or exited early the respondent will not be able to re enter the survey This means when the Done button is clicked the Exit Early link is clicked or if the browser window is closed before the survey is finished a blank survey will open each time the link is clicked again on the same computer Survey Completion After the respondent leaves the survey Redirect to your own webpage Close Window Loop to start of survey and allow another response Loop to start will only be visible if you select Yes under Allow Multiple Responses You will need to select Yes using the multiple responses setting if respondents will be using the same computer to take the survey For example in a computer lab setting you ll need to allow multiple responses per computer and you may want to set the survey completion setting to loop to the start of a survey Page 37 SurveyMonkey User Manual Setting 2 Add a Thank You Page To add a Thank You page to y
7. TET lie gt Select the collector that houses the ee o a email list that is currently uploaded and has already received message gt Once you click on the collector title EEA EAA EERE the Message Manager opens This shows the synopsis of the number of emails that have been sent a looping Web Link message the number of current Hew Email Invitation f respondents and the number that Eaaceeie have Not Responded ret Collectors for Untitled Survey Cobecion anre Meiho Wieb Link ai LL mle Step 2 Click on the Edit Messages button located on the left hand side of the page to access the message creation prompts i Edit Messages Step 3 Click on the Create New Message button and this opens the prompt where you pick which emails from the list you want to receive the message Step 4 If you want to send it to respondents who have not yet answered your survey choose to send the message to the appropriate status of Not Responded You also have the Whe Should Be Sent the Message option to send the message to those that have not fully pend to everrone whe has received an email message buthas mai responded instead of O Hew Unsent end to erenone who has nol recered an email messini yal the no responses O Re sponded send io ererpone who has nepponded partially andlor completely e 2 the ones in the partially responded gt All Emails end to eeerpone in your list regaedioss of w
8. A Edit Survey To change the look of your survey select a thame below Survey Options Blue lge kd New Therme Page ai jEdit Page Move Copy Delete Add Logic This survey is intended to collect information on li frre E Prim Surey i Restore Questions Step 3 On the Design page select the theme you wish to modify from the dropdown menu Click the New button next to the selected one This takes you into the Theme Editor You may customize the fonts colors and sizes of many elements of the survey and rename the custom theme Page 15 SurveyMonkey User Manual To access different elements select specific properties from the menu Edit these properties to customize a new theme or brand the design to your company Click the Save Changes button when you are finished Survey Font amp Background Survey Title Page Title Page Description Question Heading Question Choices Rows Progress Bar Exit Link Required Asterisk Error Text 9 Survey Options The survey options are located within the Design section of the survey These options allow you to place more features on the survey like page numbers logo progress bar etc The following are available under the Survey Options button eee ev amp Page and question numbering Add logo to survey Progress bar settings Survey page titles Navigation button i Page amp Question Numbering You can edit th
9. AH SADT 3 19 AM Finished Edi Reseed Delati j Vine 7 58 PM SiO 3 10 AM Finished Edit Response Delete Page 46 SurveyMonkey User Manual ii Adding a Response for an Email Address in the Edit Recipient Mode This option enables you to enter a response for an email address in the Edit Recipient section on behalf of the survey participant If you have already sent out the email invitations then a respondent can have you manually input his her response Step 1 Click on the Collect icon next to the survey on the My Surveys page Step 2 Select the collector that houses the email list Then click on the Edit Recipients button on the left side of the screen Step 3 Click on the email address in the list that you would like to manually add a response as shown in the image below step 5 Step 4 This will open a prompt window and you will select the Add Response button Step 5 Scroll through the survey and fill it out on the participant s behalf Display Search Entire List Display Email Address Sent Msg Responded Email Address First name Last name Custom Value mp yemni company com firstname lastname 001 Viewing 1 1 of1 Click on the Add Response button as shown here View Email Address Details Mailed Status Not Mailed I d like to remove this person Response Status Not Responded from the list Email Address myemail company com Remove From List First Name firstname Lost Name
10. Create link for an email message or to place ona webpage under the Collector Summary e Create the collector settings and restrictions e A link is generated under the Get Survey Link button for you to copy and paste into your own email provider or website e Save the collector and email the link to your audience or post it on your webpage 2 Now you want to survey another group and be able to track their identities for the same survey e Create a 2nd collector and choose the option to Upload your email list and have us send a survey invitation You can name it Email List Select your settings and restrictions and save them Import create your email distribution list Customize the message Schedule the delivery for SurveyMonkey to send out the invitation message 3 Maybe you have a paper survey that you now would like to incorporate into the rest of the responses e Click the Collect icon next to the survey on the My Surveys page e Click the Add New Collector button e Choose the Create a link to send in an email message or to place ona webpage Name the Collector Data Entry and click Next Step Select the Manual Data Entry button on the left side of the screen Select the Add New Response button Once the new response is added you can also go back in and Edit or Delete a manually entered response Page 32 SurveyMonkey User Manual As a Professional subscriber the Filter feature enables you to sort the surve
11. This opens the Message Pg ee Manager page for that survey GED coset hep unk Step 3 Click the Edit Recipients button to add the new invitee or many new invitees Then click the Add Recipients button on the right side of page collector name OOlby Edit Hanra type Emad kafan status Closed v This opens the manual entry mode Gs Edit Recipients N a lt lt Back To Summary Bn a i Type in the new invitee s email address e amp raven seem ono pr no into the 2nd option where it says to sent o PRN add recipients manually RE N semanan mmens Y Or choose to add emails from the lt GG Downiosd Recipients address book or from a previous SO collector See image on page 61 Display Search J Aha A ae ee ee ee Borer Page 60 SurveyMonkey User Manual If you are adding them manually type or copy and paste the new recipients into the textbox Click the Add Recipients button when you are finished ealeeter fase Hi Enel eaten Cit LET I Heme Ge Add Recipients lt lt Back bo List How Would You Like te Add your Recipients L Add Recipients from the Address Book q Add Recipients Manually eff t ie See ee ae A ae ee Field Orden Emal Firat Pree Larah Hames Camio Caia each oral aarting on nee Enkie Fj paeh La ee eet Emerges D paha coe i O Add Recipients trom a Previously Created Collector 4 Step 4 Click on the Create New Message to Send button that opens up at t
12. Who Should Be Sent the Message New Unsent send to everyone who has not recetved an email message yet Not Responded send to everyone who has received an email message but has not responded Responded send to everyone who has responded Entire List send to everyone in your list regardless of whether they have responded Custom Criteria send to everyone who matches the criteria you specity The selection above has resulted in 1 potential recipient s a view Cancel vi How to Check the Status of the Emails on the List You have the ability to track who has and who has not responded to your survey To do so please follow these steps or visit the online tutorial for checking the status of respondents Survey TELS Untied Survey Edit Tate E collectors for Untitled Survey Step 1 Click on the Collect icon on the My Ta SS a Surveys page for the specific survey Baba it a ligt of the collectors pel ane Cure ini to collect Peeponged Tos click the name To coigrt more nepponses toe Pits purge from a differen group of pi Sistas Takega Mamre Method looping Cope B eta fides Link Step 2 Click on the collector that houses the D oe Eanan lt _ email list as shown on the left uD er Web Link Paes Linki Page 63 SurveyMonkey User Manual Step 3 This opens the Message Manager page Click on the Edit Recipients button on the left side of the page or in the recipients
13. black and white e The PDF of the Current Theme will appear exactly as your survey is excluding the logo Which Orientation should I select If you have many wide matrix question types in your survey select the Landscape orientation form the Orientation drop down menu The Landscape orientation will print the survey horizontally across the page Page 29 SurveyMonkey User Manual Paper Size Options e Letter 10 63 x 13 75 in e Legal 10 63 x 17 50 in e A4210mm x 297mm Tips amp Logos in the logo header bar do not print But images in the survey design body will print on the PDF amp Dropdown menu choices do not print Avoid using dropdown menu answer choices if you need to print a PDF of the survey f Skip Logic patterns will need to be explained if using a hard copy If a person is to move to a certain section include the skip information within the online survey design in the question text next to the answer choice or in the Page Description i Print PDF of Summary Results Step 1 The PDF option is located on the Response Summary page under the Analyze e Cink masr b jil Fbad A Eee Fidri D pia d Maa bi bhari Tir Pee Hl iAy E m feet on clerk Wert thie syay Ai papes far eh pra kyss rjirbsa tha Tiaa mb fur well pa as C e What do you think of SurveyMonkey comy Step 2 Click on the Download Responses button located on the left hand side of the Response Summary page Step 3 Select the Summa
14. button are located on the left hand side of the page f Change Settings Change Restrictions gt Choose to create either an Invitation Popup or a Survey Popup gt Click on the Save Popup Configuration button and the code will be generated for you to paste into the back end of your webpage Page 48 SurveyMonkey User Manual gt If you need to change the pop up or re collect the code later you will access the Change Popup or Get Popup Code buttons on the left side of the page Q Get Popup Code Change Popup Part 1 of 2 Select type of popup and configure message A Popup Configuration Cancel Popup Type To minimize annoyance we will only popup until there is a response or dismissal from the end user Please select one of the following popup options lvitation Popup Popup an invitation to lake your Survey when someone visits a specific page on your website Survey Popup Popup a window containing your survey when someone visits a specific page on your website Part 2 of 2 Example of code that is generated zy Popup Details O edit The code to display a popup invitation is in the bhre box below Simply paste the code into ary wed page hat you want to popup with an invilalion Ifyou dont have ary experience editing simple HTML you may want to consult a technical person responsible for your website it s recommended that you place this code just before the body gt tag to allow
15. cross tab is marked by a teal header bar on the selected Custom Report Only those two questions are now visible and shown in comparison with the Male Female data Adding Filters to a Cross Tabbed Report Add a filter to refine the data even more From the current information you want to see only the cross tabbed data of Males and Females that make between 20 000 to 40 000 a year w Want to learn more about this View the rest of this example directly in our help center Click here to view the outcome Page 82 SurveyMonkey User Manual 4 Exporting Data We offer several export options to Professional subscribers for downloading the data into summary or detailed formats You may export your data at anytime without affecting the collection of results Downloading responses enables you to create additional graphs in Excel upload the data into other programs save them to your desktop etc Step 1 Select the Analyze icon on the My Surveys page to get started Step 2 Then click on the Download Responses button located on the left side of the page to choose your format 4 Download Responses _ Step 3 From here choose between the All Responses Collected Spreadsheet or the Summary Only The following section shows the difference between the two A All Response Collected Spreadsheet If you need the entire results format you may do the following gt Select the All Responses Collected option gt Next choose either
16. data with that custom report active Only the questions you see on the Response Summary screen will be delivered in your export In the Download History section it provides a summary of what export was requested and with which custom report is applied If you want to share the data with others but don t want to share all the questions then you can hide sensitive information within a report This gives you the flexibility to decide which questions you want to keep visible and which you want to hide Creating Custom Reports Step 1 To begin the process click the Analyze x icon on the My Surveys page next to the survey you wish to build custom reports Step 2 The Response Summary page opens and the Add Report button appears next to the Custom Report header on top of the summary page Each custom report created can then be accessed in the dropdown menu any time you visit the Analyze section The Default Report initially opens each time the page is accessed a Browse Responses _ Downend Responses Sr Fier Responses design survey current raport Default Report Add Report collect responses ahalyre results i Response Summary ola Slated Suna 11 Tel Conpietiod Sure 11 1 Select a page to view below on v ra all pages Fi Delima Section gt Page 90
17. ee mp To 1 Repose Tye homil Respinge Colecta Web Link Geb Link Cion Valea enya IF Adkas 71 204 71 56 Response Stated Fri i268 13015 PH Respite Modified Sat Sanr 711 Page 72 SurveyMonkey User Manual B Editing a Response in the Email List Section You can also edit a response for a respondent that has responded through the link delivered by SurveyMonkey This is accomplished by clicking on the actual email address stored in the Email Invitation distribution list Step 1 Access the Collect ig icon and then click on the Collector that houses that email address list Once the collector summary opens click on the Edit Recipients button Step 2 Search to find the email address in the list Then click on the specific respondent s email address Step 3 Select the option to Update Response You can also add a response for that person on his her behalf if s he has not already done so View Recipient Details Maka Sits Mailed Fd like io edit ie eaii response for thes SOc Responte Sats Responded_Completed P jon Emad Address erpaccountiggmail com Upeaa Rerpense Fu st Manne AY Laet Hir Cush wae C Deleting a Response in the Email List Section To delete a survey response scroll through the survey respondents until you get to the one you wish to delete and click the Delete button associated it aa Browse Responses Displaying 1 of H respomdents Next oe whomp Ta Response Type Norm
18. here to learn ptive Text more b Features When adding questions to the survey you have the ability to add individual features to them Both Professional and Basic accounts provide access to these features which allow greater control of the survey response collection w Adding a comment field Required to answer option Text validation Change of question size and placement ee i Add a Comment Box Multiple Choice vs Rating Matrix Multiple Choice Types When creating the Multiple Choice type questions One Answer or Multiple Answers you can choose to include a comment field as an answer choice or to keep it as a separate comment field In the question design you can Page 9 SurveyMonkey User Manual v Modify the Field Label v Configure the Comment Box Size This enables you to change the size of the comment box based on a characters wide parameter v Set up the Text Validation by the following criteria text of a specific length whole number decimal number date format UK US or email address v Customize the error message if a respondent fails to answer the comment box f Add Comment Field joptional Fick Labs Other please specs Comma Box Sim single ling oftedt 0 cherectors wide Test alia Gon waheate Sone haat ts E Make Comment Field an Answer Chesice y Waleed dee comi ekl is E Pek desea Cs or eEG Please enter a commenta Matrix Rating Types When creating a matrix
19. or distributed 11 Copy or Move a Question After you have designed a survey or during the design process there is the ability to copy or move pages and questions within it While in the Edit Survey mode you will notice the Move or Copy buttons associated with each question or page If you want to Copy a question page e Select the Copy button associated with the question page e Then the Paste Question Here button will appear above and below each question Just click on the one where you want to paste that question Repeat the same process to move a question or page Step 1 Select the Move button associated with the question page you want to move Step 2 Then choose the Move a Question Here located in the Ra fe survey design to where you want to Firewall move that question Edit Question Move Add Lagic J To block access to certain websites J To screen out hackers viruses and worms before they reach your computer Step 3 The Move Question Here _ To block pop ups from appearing on Web pages button is located above or below an existing question Now you can es SussioD lets move the question into that location w Follow the same principle to 2 Untitled Page Here button is located above each Mo ve Question Here p ag e Page 23 SurveyMonkey User Manual 12 Add a Page or Insert Page Break Edit Survey jesssaee YOU Can add a page into your survey by To change a
20. or rating question you will see the option to Add Comment Field From here you can change the following v Modify the Field Label v Configure the Comment Box Size Here you can change the size of the comment box based on a characters wide parameter v Set up the Text Validation by the following criteria text of a specific length whole number decimal number date format UK US or email address v Customize the error message if a respondent fails to answer the comment box Add Comment Field optional Fok Labet Other please spect Canin Ba Size i l ine aed J0 iesees de Test Wii ia Gant alae Sener teat tat en tee camen field ts et Hank depky thik or messig Fleasc enter a COREE w Require a Comment You can create a Yes No type question where if Yes is selected a comment is required To learn more please click here Page 10 SurveyMonkey User Manual ii Require to Answer You can force respondents to answer the questions using the Require Answer to Question feature 1 Place a tick mark next to the Require Answer to Question option 2 Customize the failure to answer message in the provided section Click the Save Changes button An asterisk will appear next to these questions i Require Answer to Question optional Whien the qiectiean is ee ae diaplay this aor message Customize the error message You have mot answered all the questions on this Tage Question
21. prompted to enter a unique username and password to create a Basic account FP becaude hreewledge h erersthing b Create Survey My Surveys Address Pook Join Mow for Free Get Started Today F Aeae have an ec ome To upgrade to the Professional subscription click the Upgrade button located on the homepage Asa paid subscriber you will have access to the premium features once we receive payment Pick a Username Pi aie ced a iiei Li BS 2 Sherer Pe ees Cantar m Peg par iE Ub bo cheaters Pee ede Sear ati ae Eme a Comi Ener paed DAL Y S y ee i NOTE The login fields are case sensitive Choose Your Tine Zon OMT 000 Paceic Time US Canada ka oO a lee i Fee periode email pees gnh abimi Sharon Dy Sigman ap yom acme to Ehe Tami of Ue amed Prini Policy Page 3 SurveyMonkey User Manual 2 Pricing and Payment Options SurveyMonkey offers the following packages for the Professional subscription Prices are in USD NOTE Monthly 19 95 month to month x 1000 free responses every monthly billing cycle Responses over the 1000 are charged 05 every cycle Quarterly 59 85 covers 3 months x 1000 free responses every monthly billing cycle Responses over the 1000 are charged 05 every cycle Annually 200 covers 12 months x unlimited survey responses at no additional charge We do not offer pro rated refunds on subscriptions If you anticipate needing the
22. prompts above you can choose the fields to export Then click the Download Recipients button If you wish to only export those in the Opted Out status choose the emails to export by criteria e After selecting the fields choose the dropdown menu for Select the Emails to Export e Next choose Recipients with a particular status from the menu e Finally select to export the recipients with the status of Opted Out Page 66 SurveyMonkey User Manual e A list of all the opted out emails for that specific Email Invitation collector will then be exported directly to your computer e You can also view and export the bounced emails Click here to learn more Select the Fields to Download Email Address First Mame Last Mame Select the Emails to Export Recipients with a particular status Export recipients with status of Ooted Out w viii Edit Email Addresses in an Existing List When you add emails to a list they will not have the status of sent or responded indicated by a green star on the Edit Recipients page in the Email Invitation collector This means that the email address is new to a list and has received a message From here you can click on the email address itself in the Edit Recipients portion and make changes edits to the following fields e First Name e Last Name e Custom Value NOTE Once a message has been delivered you will not be able to edit the email address field and you cannot directly c
23. removes that email from the Address Book Any new collector lists created from that Address Book will not contain that email However existing collector lists will still contain the email Therefore if you want to remove an email from a recipient list or add it to a list you will need to remove or add that email from the actual recipient list in the Email Invitation collector Additional Information Syncing Address Book with Email Collector The Address Book does not automatically update any new emails uploaded into an Email Invitation collector itself If you add emails manually into the provided manual entry textbox then those will not automatically upload into the Address Book or vice versa If you want them stored in a specific list or if you want to create a new list that will be used multiple times you must also add them to the Address Book Once you create lists in this section your address book will look like the following a Address Book Create a New List Betow is a Summary of the lists that are curromly in your account To view the details or modify an existing list just click the name To add a new list simply click Add New List List ame sort Total Count sort Date Created sort Date Modded sort Adil Remove Download Delete Friends 1 contact 5 507 3 27 PM 547407 3 03 PM Sg re b Employees 3contacts 5 5 07 3 27 PM 5 7 07 3 07 PM MyEmails 8 contacts 5 5 07 327 PM 5 7 07 37 05 PM Page 99 S
24. section SUP wey Cele Untitled Survey Cort Tithe collector come How Gim kein Cbthane yee Emits E Recipients Edt Reopients Messages Edit Meacaged les Eii Pees sper s Total Cami A Tod al Mes sages Lars cont Be wy De vata ri i EAH Erhedsed 0 i E Taai Fram icik j Responhed Pa a congeete i I In Pategre is Law es pce base E B Cite Collected Now Tpha Out Step 4 Now the Edit Recipients page opens to show the emails in the list You can check for who has responded who has not responded and who has opted out gt f a person has responded there will be a green star next to his or her name email gt f a respondent has partially answered the survey then a light yellow star will be indicated next to the email gt f a respondent has opted out the opt out check will be highlighted gt If an email is bounced it will be indicated by an envelope icon collector came Hyw Drem Eriak fit pare type Emain tieu Open co Edit Recipients ge Back To Summary 6E Add Recipients Recipient Summary l T can hj renien b trpi oe ey i a ei Taia Coa Of y ore OSes i a ai i nre New em Remove Recipients i Can recess all declined of ur neceeerts Ta Tint t ie hki r Di bii paian tall ar Reape Parti Camper A io dj Eien bal Keesler ve Uh dr pirk 1 Ge Download Recipients Chl eal hat ii Vou Onn dren iu entre bef or ort a icon bapi on Fe crib ie pos tee pert oa
25. subscription for a short amount of time purchase either a monthly or quarterly subscription Included Features Monthly Quarterly Annually Unlimited of Surveys Unlimited Questions ad P f Unlimited Free Responses 4 a P Response Overages 05 per 05 per S2 Monthly Billing Cycle response response Billable Responses Monthly and quarterly subscriptions allow 1000 free responses within the monthly billing cycle You can collect as many responses as you want however any response over that 1000 for the month will receive a charge of 05 The response count is set back to 0 at the beginning of the next month s billing cycle For unlimited survey responses purchase an Annual subscription We accept credit card payment for all subscription terms Visa Master Card Diner s Club American Express and Discover We accept purchase order check and wire transfer or direct bank deposit payments for Quarterly and Annual subscriptions only NOTE Payment is required before activating the account Page 4 SurveyMonkey User Manual SSL Encryption If you are concerned about security we offer SSL encryption for the survey links survey pages and exports during transmission A survey with SSL encryption shows the s in the http URL address It appears as https www surveymonkey com This is commonly used for online banking or sites that transmit secured information In order to stay in compliance with HIPAA regu
26. that Custom Value with the unique ID that is stored in your database to match the response with the appropriate recipient Example If the original URL to your survey was http www surveymonkey com s H2Y9H27 Let s say you had two recipients e one with a unique ID of 12345 e and another with a unique ID of 67890 You could then supply each one with the following Page 101 SurveyMonkey User Manual e http www surveymonkey com s H2Y9H27 c 12345 e http www surveymonkey com s H2Y9H27 c 67890 Any respondent who accessed the survey through the first link would have 12345 stored in the Custom Value field for the response whereas any respondent who accessed the survey through the second link would have 67890 stored in the Custom Value field for the response 9 What is SSL Encryption and how do I add it to my account SSL is short for Secure Sockets Layer and it is a protocol initially developed for transmitting private documents or information via the Internet It essentially works through a cryptographic system that secures a connection between a client and a server Many websites use this protocol to obtain confidential user information We do offer SSL encryption for Professional accounts With SSL encryption purchased you will be able to do the following Send encrypted survey links to your audience The survey link and survey pages will be encrypted during transmission from your account to your re
27. the condensed or expanded columns and the actual choice text or numerical value cells Choose Type of Download You may also choose if you want to include the Open Ended Summary Report Responses or if you wish to Gessner hal yoan aaao pE download existing filters and or Canina the enire response met of pour survey for importing into a spreadthert oF cross tabs applied on the database entire results set Choose Format The data will be delivered to the Spreadsheet Format z 7 Ihe dal Tonmetied to ogn adh eet ed soit ince thee opi kekre 1 email address that you specify P E E cam esoorladl pistes is et ie esis a during this configuration Carol A fo 236 odes A ail be soif J oe Mag Cohmnns Condensed hote whether question chaise are condented of expended to ff one or mipis COUTTS Cells Actual Choice Text Page 83 SurveyMonkey User Manual B Summary Only Choose Type of Download Summary Report If you need a Summary XML HTML or P A aa PDF version of the results choose the Si eer ge acne ty eee Grier ie Leeann A Teo Summary Report type download Choose Format C Excel Format These formats download directly to apa E sopees your computer CSV Format WML Format Sometimes a popup blocker may The summary is formated as an XML te prevent the full download of your Sern gaat eal eae ate eek Summary Only results If the summary ne exports
28. will open asking you if you want to do the following 1 Delete all questions on the page Page 24 SurveyMonkey User Manual 2 Move all questions to the page above 3 Move all questions to the page below Click the Yes Delete Page button when you are finished Part 1 of 2 Click on the Delete button gt i Edit Survey To change the kak of pour aurey Beledi a henna below Blue tee Add Page Hare Select 4 page ta vita below of shi all piges Page a2 Move Ceny Delete Ads Legit lt lt 2 Untied Page w gt The lowing Questions concem your area of residency Add Quechos Here l l Edi Questron Move Copy Delete 3 where do you live Add Cities Here l Part 2 of 2 Choose your option and click Yes Delete Page Delete Page Confirmation Delete This Page P 2 Untitled Page The following questions concen your area of residency What Should Happen te the Questions on This Page Delete all questions on this page Move all questions to the page above O Move all questions to the page below Ho Cancel Page 25 SurveyMonkey User Manual 14 Restore Deleted Questions You have the ability to restore a question that has been deleted from the survey Design mode The Restore feature allows you to re insert a deleted question back into the survey To restore a deleted question please follow these four steps Step 1 Click on the Design icon n
29. you to allow or deny access for specific IP addresses Select Enable IP Blocking to open the configuration dialog box to enable IP Blocking or access 1 Select the access you wish to set from the Select Access drop down list 2 Allow IP List only or Block IP List 3 Enter each IP Address on a separate line in the IP List Field Page 40 SurveyMonkey User Manual gt When you select Allow IP List only the IP addresses you list will be permitted to take the survey gt Selecting Block IP List provides the option for you to block specific IP addresses from accessing your survey Partial IP addresses will work How to Save your Restriction Settings To save your restriction settings click the Save Restrictions button The saved restrictions message will then confirm that your restrictions for this collector have been saved v Your collector restrictions have been saved Click the lt lt Back to Summary button to return to the Collector Summary page C Options to Send the Link SurveyMonkey provides three options for sending the survey to your audience All three options are listed under the collector section for each survey To get started select the Collect icon and then choose how you want to send the link As discussed earlier remember that the type of collector you create will determine what kind of link is created and how it is to be administered as Collect Icon From here choose between the follo
30. 1 in Progress i ns Una espondeat 2 Mallet 15 IB Chose Collecter Now Opted Out a cc Recipients Edit Recspients EL Messages Edit Messages The Email List amp Message Center allows you to edivadd emails and messages Just click on ihe buttons to perform a specific task Additional Information for Using Email Invitation Collectors The following sections explain how to perform other tasks in the Email Invitation collector This next portion covers the following topics w How to create your email distribution lists How to compose a message How to send a reminder Add emails to an existing list and send them a message Send a 2 message to the same list amp recipients How to check the status of emails on your list How to export emails from your list including opt outs erere ev Page 53 SurveyMonkey User Manual i Upload Emails to a List The import process involves copying and pasting the addresses into the Add Emails Manually textbox This is accomplished in the Edit Recipients section of an Email Invitation Collector If you wish to utilize the Address Book first to create lists then you can create a new email list within that section before creating the collector Therefore when you create a new Email Invitation Collector you can pull the emails from the list housed in the Address Book w To learn more about formatting your emails please view the following Help Topic Creating an E
31. Delete the specific question from the design Then recreate the question o Once you have recreated the question manually enter the responses using the exported file s data o Click here to read more about editing an individual survey response Page 28 SurveyMonkey User Manual C Print Survey Design or Data There are a couple of print options for Professional subscribers One option is available for the survey design and the other is available for the summary results i Print Survey Design 1 Click the Print Survey button from the Edit Survey page 2 Select the Print Style from the drop down and if you want the survey title and page numbers displayed Print Options Print Style Optimized For Printing C include Survey Title Optimized For Printing Use Current Theme LJ include Page Numbers L Print Without Page Breaks Orientation Portrait vertical v Portrait vertical i Paper Size Letter 8 5 x 11 w Choose the orientation and T paper size 10mm x z97mm 3 Click Download Printable Survey The survey prints individual pages by default Select Print Without Page Breaks to produce an overall survey print The PDF is a snap shot of the Survey design You will not be able to see dropdown menu options in the PDF version of the survey Click here for Printing amp Troubleshooting Which Print Style should select e The Optimized For Printing will be in
32. In addition to the Basic features of SurveyMonkey paid subscribers have unlimited access to all of the features described below W No Limits You can create surveys with an unlimited number of questions Spanning an unlimited number of pages Unlike other services you are not charged extra for long surveys W Create Surveys from Templates Not experienced with survey design Need a creative spark We have over 50 survey templates in a variety of categories Use one of our professionally designed templates to jumpstart your survey design W Create Skip Logic Conditional Logic You can customize the path a respondent takes through your survey by adding skip logic This eliminates unnecessary confusion by skipping non applicable questions It is a proven way to reduce drop outs and overall frustration Sr Add a Logo Branding your survey gives it a professional feel You can use any logo up to 50K in size at the top of every page Ww Create Custom Themes Every element of your survey can be customized fonts sizes and colors After creating your own custom theme you can apply it to all your future surveys Ww Generate Popup Invitations To increase response rates create a custom popup invitation for your own website Simply cut and paste the code into any webpage to Start generating invitations To minimize annoyance to your visitors invitations will only popup once Ww Custom Redirect Once your survey is complete res
33. Monkey User Manual 15 Edit a Survey with Responses Collected Once a survey has started collecting responses there are limited editing capabilities You cannot fully edit a question that has received responses Make sure to close the current collector s while editing If respondents are taking the survey they will be brought back to the current page Editing the survey design does not change the survey link There is no need to resend a new link The changes are effective immediately When you click on the Edit button associated with a question on the Edit Survey page the following prompt opens if responses have been collected A This question has responses Editing is limited for some options In order to fully edit the question you must clear your existing survey responses What can I add or edit gt Add new questions Edit existing question text gt Delete current questions This will delete responses gt Move questions pages Do not move pages questions with logic applied gt Add Edit Hide answer choices gt Sort answer choices alphabetically or randomly gt Edit Add column labels to Matrix or Rating questions gt Add Remove some features e g Required to Answer Comment Box The tick box for that option will be grayed if responses are collected Add an Answer Choice To add an answer choice click the Add Choices button under the current choices gt The Add Choices button Answer Choices each c
34. SURVEYMONKEY USER MANUAL Copyright 1999 2010 SurveyMonkey All Rights Reserved No portion of this guide may be copied without the express written consent of SurveyMonkey SurveyMonkey User Manual Table of Contents amp Summary feos SEMEN CEE A E pg 3 1 Creating accounts and upgrading pg 3 2 Pricing and payment options pg 4 3 Features of Basic and Professional accounts pg 5 Pig CeO ee OND A sav saedesenvecsanens vee sensovapaneaceceneisesonsestereess pg 7 A A new survey pg 7 4 Where to begin pg 7 5 How to add questions and pages pg 8 6 Types of questions available and Features pg 9 a Types of questions pg 9 b Features pg 9 i il iii Adding a comment field Required to answer Text validation iv Change of question size and placement 7 Copying a survey pg 14 8 Editing the survey theme pg 15 9 Survey Options pg 16 i Page and question numbering ii Add logo to survey iii Progress bar settings iv Survey page titles v Navigation button 10 Skip Logic pg 20 B Edit an existing survey pg 23 11 Copy or move a page question pg 23 12 Add a page or insert a page break pg 24 13 Delete a page questions pg 24 14 Restore deleted questions pg 26 15 Edit a question with responses collected pg 27 C Print a survey or responses pg 29 Ill Collecting RESPONSES eessesseessoossoessoeesoessossoosssoessoeseoesoeesoeeso pg 31 Pe Ol E N E T E E pg 31 B Collector Setting
35. ais of change the pioperbes of an existing Coleco jusi click he name To calati More Pes penias for his surnwey for a dither group of pappie click Add Mew Callau Ceechod Hanne kieti Laat Rapimnas Sud Reypa Chea Delete VIO G2 AM 0reopontes poa Mielh Link Employees 4 L EEPE l P piep GOT B20 AM Ji responmtes cP x iWeb Link Email List Collector lium TOT aA AM 1 response oS amp Enti aratia The collector management page lisis all Pa collectors You may clear or delete collectors from this section Page 33 SurveyMonkey User Manual B Collector Settings and Restrictions The options for collectors are configured individually when each one is created gt f you need to create edit or change the options associated with the link access them any time under the survey collector s Settings amp Restrictions gt f you need to access a previously created collector to make these option changes click the Collect icon on the My Surveys page next to the specific survey The list of current collectors will open for that specific survey To access the Change Settings button click on the collector s title from the summary page This opens the collector details The Change Settings amp Change Restrictions buttons are located on the left hand side of the summary page Step 1 Click on the Collect icon next to the survey title on the My Surveys page Step 2 Select the collector for which you woul
36. al Address Search T a Semt hisa Peamised Erbail Adega First nanma Lasi ramea Custom Vale Step 4 Choose the fields to export and select the emails Then click the Download Recipients button See image on page 66 Page 65 SurveyMonkey User Manual collector name Colby Edit Hiri type Emal hmin status Open GS Download Recipients lt lt Back to List Your recipients wili be downloaded in the sarig reciphend per line with felds separated by comig Next select the rel m ma fields to download with a tick mark Select the Fields to Download Email Address si First Marne _ E Last Narre i Dusiom Data Mailed States J fs Response latus Select the Emails to Export All R pariis Opt Outs amp Bounced Emails To view emails that have opted out of a survey you can either view those emails housed in an Address Book list or through a list housed under the Edit Recipients button of the Email Invitation collector Option 1 Address Book When you access the Address Book select the email list you wish to look over for opted out emails From here you will see a star indicated in the Opt Out column to the left of any email that has opted out Option 2 Email Invitation Collector An easier way to view these emails is to access the Email Invitation collector for the survey Then export those emails that are in the opted out status In the email collector and after following the export
37. al Reaponse Collected eb Link Web Link cae Recmonee pem Cun Onn Wale enn IF Adkieass 71 714 71 56 Response Stated Fri Wath seis Pe Response Modified fa 1i SOT 3 21 11 AM Page 73 SurveyMonkey User Manual How to Correlate the Respondent Number to the response in your Export When browsing through the respondents in the Analyze section or online in your account they are presented in the same order in which they are received The 1 respondent to your survey will be listed as 1 out of n or the total number of respondents The responses will then go from oldest to newest with the first person to respond saved as 1 the second respondent as 2 the 3 as 3 and so on However in the exported spreadsheet file they are presented in the reverse order gt When viewing the respondents in Excel they are shown in the reverse order gt Respondent 1 from the Analyze section will be the last response listed in your export spreadsheet The newest response will be the 1 row of your spreadsheet EXAMPLE If you had 10 respondents then Respondent 10 out of 10 from the Analyze screen will be the first response of your export starting in the respondent s row In Excel the respondent row starts on row 3 The questions are in row 2 and the other headers are in row 1 The response in row 3 of the spreadsheet will be the same response as respondent number 10 when you are browsing the results in the Analyze section
38. alue emek IP Address 71 214 534 45 Response Started Thu Gf 07 rag aa AM Response Modified Thu Page 100 SurveyMonkey User Manual In the Edit Recipients section of the Email Invitation collector you can then track by Status This means you will be able to track who has responded who has not responded and who has opted out Track by Your own Email Client Web Link Collector If you choose to not have SurveyMonkey send a message and instead want to use your own email client to send the message there is an alternate way of tracking the responses This is accomplished by customizing a Web Link collector We are only able to offer limited support in setting this up so the links will need to be customized and sent out on your end You can append a special parameter to the end of the survey URL that will automatically add your own data to our Custom Value field e The first step would be to create a database of recipients and assign each recipient a unique ID e You would then use that unique ID to create a unique URL for each recipient e When the recipients click on their appropriate links the unique ID will be Stored in the Custom Value field of their responses Now when you export the All Responses Collected Spreadsheet or click on the Browse Responses button on the Results Summary page you will be able to see the unique ID value in the Custom Value field for each response You would be able to then match
39. are not opening then it is Vice E R most likely a popup blocker issue Open Ended Responses optional Ol inchade Open Ended Responses in Download e Mouse over the address bar in your browser window e You should see a blocked status e Right click on blocked file and force it to come through O You can also access the previous exports requested in your account Click the Analyze icon followed by the Download Responses button Select the View History button located on the right side of this page Here you will see a list of all requested exports over the past 14 days Exporting with Filters Applied on the Data You have the ability to request an export with a filter applied The same principle applies to exporting with an applied cross tab Once you create a filter make sure it is active on the data To confirm this a blue header with the applied filter information will be visible on the Results Summary page Next access the Download Responses button Since that filter is applied and is currently active you will see a check box asking if you want to export with that filter applied Make sure to check that option When the data is delivered to you only the filtered responses will be included Page 84 SurveyMonkey User Manual Create and Export Custom Charts Want to present survey data to your team in a quick and clean format Or maybe you need to visually analyze the data through different options If so ch
40. arting is available within the Analyze section Professional subscribers can customize and download the following types v Pie v Bar v Area v Line v Column Step 1 z Click the Analyze icon to the right of the survey on the My Surveys page Step 2 The Response Summary section opens Click the View All Pages button to see all of the questions To create a chart for a specific question click the Create Chart button 1 Rate the following items create chart f pownion Rating Response 3 A Awerape Count Pizza S005 2 SOON 00s 00 0 0 0 1 46 4 keinem JJ FAIS J7 1 0 0 0 2 00 3 Beatlleny 25 0 1 25 0 1 0 0 0 S00 2 2 02 4 Shipped goesiron This opens the Create Chart prompt The default chart will be active In this editor you will See image on page 86 1 Choose a Chart Type 2 Create the Chart Settings 3 Download the Chart Page 85 SurveyMonkey User Manual create chart OOO OOOOO O f A NOTE Are charts saved in the Analyze section No Once you have created the chart as you want it download it immediately to your computer After 15 minutes the database refreshes the cache You can continue to edit the chart for as long as you want but after any 15 minute period where no edits are made the changes will be cleared Dit H E Choose your Chart Type create the Chart Settings E Download Chart mou Charl Teper P
41. as the last question on a survey page amp Then place the follow up question s on a new page that immediately following Configure the logic rule so that the respondents who do not choose that answer will skip over the page of follow up questions 6 When to Use Page Skip Logic If you have more than one group of follow up questions and only want some respondents to answer one group then create separate pages one for each group of questions e This time if respondents get sent to page 2 of follow up questions because of the way they answered the question on page 1 then you do not want them to continue to page 3 of follow up questions The questions on page 3 are not intended for this route e This is where you would want to place logic on the page You could set up page logic on page 2 that directs respondents to page 4 when the Next button is clicked This jumps these respondents over page 3 Page 21 SurveyMonkey User Manual 7 Route All Respondents to Same End Page All respondents must end on the same page You must route all respondents to the same last page of your survey where they will all click the same Done button NOTE If you have added a Thank You page to the collector this will not be the end page to where you jump respondents The end page will be the actual last page of the survey design Therefore you may need to create one generic final page to the survey design Then as the respondent clicks
42. asic account please send a request to our email support center We will delete the account on our end Option 2 Professional Subscription Cancellation You can cancel the renewal of your professional subscription by clicking on the Account Summary button under the My Account tab Click the Cancel Renewal button Your account will remain active until the end of the current billing cycle WW When you cancel the auto renewal the account reverts back to the free status on the renewal date You will lose access to the Professional features W You can still edit the survey design and also collect responses up until 100 are received when the subscription cancels However exporting filtering and creating cross tabs are Professional features and will no longer be available in the Basic status Follow these three steps to cancel your auto renewal of the professional subscription Page 103 SurveyMonkey User Manual Step 1 Click on the My Account tab Step 2 Click on the Account Summary button on the left hand side of the screen Step 3 Click on the Cancel Renewal button Account Overview m aN n pS Account Detalls i l e Transen Survey g Account Type Professional Annual Accourd Event Log Subtoniplion Remewak Eneabbhed On 04 2 00S your z SS eee S SL Ce Perey SSL Grebe Oyo is available toe pour ures Click here to see how to stop the cancellati
43. been answered It means that the respondent Page 69 SurveyMonkey User Manual moved through all pages clicked the Next button on every page answered at least one question and finally clicked the Done button at the end How to View the Open Ended Responses on the Summary page Open Ended responses are located on the Summary page Click the Show Replies button next to the open ended response This opens the Comment Summary window Within this window you see all of the open ended responses listed Parks andrecreation sites 25 0 2 0 0 Oy peas 62 5 5 a 3 13 fe i 1 ch OU Hide replies Additional comments 3 1 want to take mydogs to the park Mon 2009 11 35 AM 2 lowe to eat out every night Mon woe iiasaM h Find Jo lwant any children io be sais when thie walk home Maon 20S 1102 AM gs Find Mered ques fan SAI res Gy NOTE Click the Find button to jump directly to a specific respondent s results 1 Browse Survey Respondents Edit or Delete You have the ability to view individual survey responses in the Analyze section Browse through respondents to view them individually to edit them or delete them To do so please follow these steps Step 1 Access the Analyze xa icon next to the survey title Step 2 Then click on the Browse Responses button located on the left hand side of the page BD Browse Responses Each response is listed from oldest to newest The red arrow in the exam
44. bpage ve pret wou he bee oh peers 5 pte bes in ou Gar wets ewe ire Ti i pa Gerrits j f retin if Lt rey ige Enter a Name far this Link Hama Meee Link Step 2 The summary page opens to show the survey link and or code Click the settings and restrictions button on the left hand side of the page to determine if you want to e Allow only one response or multiple responses e Allow the survey to be edited or not e Add a thank you page e Seta Survey Completion Option e Add a cutoff date and time or maximum response count e Add a password e Enable IP blocking Save the settings and restrictions These buttons are located on the left hand side of the collector s summary page Page 42 SurveyMonkey User Manual f Change Settings Change Restrictions Step 3 In order to get the link to paste into your email click on the Get Survey Link button located on the left hand side of the summary page Q Get Survey Link If you create an Email Invitation collector instead you will see different buttons You will not see the Get Survey Link as this is only active in this collector type This produces two options for sending the link 1 Sending Survey Link in an Email This is a link that you copy and paste into the outgoing message delivered through your own email client Part 1 Highlight the link and copy it _ Sending Survey Link in an Email Singeuly copy the link in the bhre box below Th
45. by courses e EX Office Location Analyze data according to a specific office location of respondents Fi Cross Tabs If you want to compare questions and use cross tabs to prove or disprove a hypothesis based on those variables consider what kind of data would work best for the analysis e EX Demographics Do you want to know how men and women differ B Consider the Relevant Questions for the Analysis Once you have collected the data and are ready to dig into the numbers consider which questions to include in the custom report Not all of the survey questions may be relevant to your hypothesis From the previous help topic discussed here you want to compare how Males and Females evaluated SurveyMonkey You are also interested if their overall incomes affected the product ratings You suspect that more women use the product and that if they make between a certain income range women are more satisfied with it than males With this hypothesis you want to see the data of only two questions in this report e The Rating question that asks how respondents evaluated the product e The Income question that asks respondents to choose into which range they belong See example on p 81 Page 80 SurveyMonkey User Manual Example Creation of a Cross tabbed Report Step 1 Click the Add Report button on the top of the Response Summary page Home Create Survey My Survey Addrecs Book design survey hiy A
46. can search for a specific email addresses in a list Display the entire list or select to view only those of a certain status e g All Unsent New Responded and so on Add Remove Download emails In the Edit Recipients section you can add emails to the list remove emails from the list or download export your list Manually add responses To manually add responses for survey participants you can enter a response in the Email List section on their behalf Check the Send status The Email Message section allows you to check the send status your email delivery or cancel the message within 5 minutes of scheduling the immediate delivery Manage Messages The Email Message section shows you the Total Messages and the number messages in the draft status Here you can check the number of scheduled or in progress messages Both the Edit Recipients and the Edit Messages buttons are located on the left side of the Collector Summary page for that Email List Collector See image on pg 53 Page 52 SurveyMonkey User Manual survey titig Living in Portland OR Edit Title design survey collect responses analyze results _ collector name Colby Edit Namen type Ena initation status Open 2 Edit Recipients gt Emit Messages Total Coan Va 3 Total a 16 Ps chat Satna Uneent Hew a Datis 1i Tab i too u 3 Scheduled 0 z3 Change R stibetbairs Responded Partial Completes 1 0
47. d like to change the survey options by clicking on the title Step 3 The summary page opens and from here you can click either the Change Settings or Change Restrictions button located on the left side of the page f Change Settings Change Restrictions Step 4 Click on the Save Settings when you are finished editing the options for that specific collector What options are available under the Settings and Restrictions E i Collector Settings These allow you to determine the settings for the survey link This section houses many of the options that you can place on a collector like a Thank You page a redirect URL or allowing responses to be edited by survey participants etc The Collector Settings options are as follows w Setting 1 Allow Multiple Responses w Setting 2 Allow Responses to be Edited Page 34 SurveyMonkey User Manual w Setting 3 Display a Thank You page w Setting 4 Survey Completion w Setting 5 Save IP or Email Address Setting 1 Allow Multiple Responses or Not Editing of Survey Responses The first setting on the Collector Settings page provides the option of Allowing Multiple Responses for the survey The selection you make here will determine the rest of the options or settings for your survey Scenario A Allow Multiple Responses NO gt Selecting No Allow only one response per computer gt Allow Responses to be Edited Choose from the foll
48. d under the Collect icon Collect e Each survey will have a Collectors page that lists each one created a for it e There are no limits to the number of collectors for Professional Ale subscribers However the Basic subscription is limited to 3 collectors per survey Individual surveys can have one collector or multiple collectors running at the same time Collectors each have their own unique settings and work independently of one another to enable greater collection control and survey analysis If you do create more than one collector for a specific survey you may need to make the settings and restrictions congruent on each one e g if they all need the same redirect or jump to webpage thank you page max response etc Page 31 SurveyMonkey User Manual Examples of How to Use Collectors The benefit of the collector is that it enables you to create a survey where different audiences need to be reached Collectors responses come back into the original survey s Analyze section and are combined together into one results summary Here are three examples of how to create and use collectors effectively Example 1 Tracked vs Anonymous Perhaps you want to have tracked vs anonymous responses or you have additional responses to enter manually from a paper version 1 Let s say that you want to survey one group of participants anonymously e Name one Web Link collector as Anonymous e Choose the option to
49. dit button next to the Payment Information Here you can enter in your new credit card details for the currently active account B Canceled Account lf your account has been canceled due to either a cancel request or to non payment you will need to reactivate the Professional subscription To reactivate an account you can do the following Page 95 SurveyMonkey User Manual 1 Login to the account and click on the Upgrade button located on the homepage or click the Upgrade to Professional Account button under the My Account tab 2 Go through the prompts to pick your subscription plan again 3 If paying by credit card enter your updated credit card details Once the Professional subscription is canceled we do not store the card details for security purposes 4 When the payment is processed your Professional account becomes active and your surveys and data will be available to you again 5 How can transfer a survey to another account You can transfer a survey to another Professional account by clicking on the Transfer Survey button located on the left side of the My Accounts page To transfer or copy your survey into another account please follow these steps Step 1 Click on the My Account tab in the navigation header bar Step 2 Select the Transfer Survey button on the left hand side of the page lis Transfer Survey e You must know the username of the account into which you are transf
50. e e Last name e Custom value e IP address W Click here for instructions on applying filters Filter By Properties Select from the properties below to refine your filter Response Starteck between and Response Modified between Total Response Time Greaterthan Response Status Responded Paitisly ot Complete v Response Type Al Responses Email Address First Name Last Name Custom Vale IP Address You can Filter by Collector or combine a Filter by Response with a Filter by Property and a Filter by Collector Only responses collected with a specific collector s will be visible in the analysis Filter By Collector Select the collectors below that willbe included in the analysis New Email lnvitation Il New Email invitation New Popup _ Web Link iii Managing Saved Filters Once you ve applied a filter only the results matching it will be displayed You can have multiple filters created but only one named filter can be active at one time Simply toggle them on and off to view the data as you wish Page 78 SurveyMonkey User Manual To edit or remove filters currently applied to your results click the Edit Filter button to edit an active one Click the Un apply button to remove filters currently set on your results Saved Filters Once you have created a filter configuration clicking the Filter Responses button from the Response Summary Page opens the Saved Filters page
51. e page and question numbering of a survey Choose between the following options Page numbering Question numbering Or both options Page 16 SurveyMonkey User Manual If you choose the Page Numbering you have the option of numbering each page of questions separately or numbering the questions sequentially over the entire survey NOTE To have your own numbering system uncheck the Use Question Numbering option under this section Then manually type in the question number preceding the text for the question in the question text box configuration Click here for an example Step 1 Click on the Design icon next to the survey title on the My Surveys page Step 2 Click on the Survey Options button Step 3 Access the Page and Question Numbering section Then click the Save Changes button when you are finished creating the options on the page Page and Question Numbering Choose how to Use Page Humbe ing i number your survey Hse arestian Hamini er ima i O Numba each pipe of questions separately C Humer quesiions over eie sureey ii Add Logo As a Professional subscriber you can add your own organization s logo into the survey design Logos up to 50K in size can be added into the top left hand corner of every page of the survey The logo must be in a GIF or JPG format To add a logo please follow these steps Step 1 Click the Design icon next to the survey title on the My Surveys page
52. ee the settings and restrictions buttons located on the left side of the page The settings and restrictions determine if you want to allow the survey to be edited or not if you want add a thank you page if you want add a cutoff date and time or maximum response count and so on NOTE When sending the link through SurveyMonkey s mail it only allows ONE response per link No one can forward his her link to others to collect a new response or submit multiple responses However respondents can forward the link to have another person answer a different part of the survey Page 50 SurveyMonkey User Manual Step 3 The Edit Recipients and Edit Messages buttons are also located on the left side of this summary page For a new list and message click the Add Emails to List button to import the distribution list Or create a new list first in your Address Book and pull those emails into this collector list survey eile Living In Portland OF poet nia design sureey collect respenses analyze results a Wia SUHTEEN Y calecer heme hisia F iranti type Ere pn o status f Eri iit Mea fegt Edd Hecgeeids F T Ean Maange Q ie ced ah ee ci ae ved jee ey y eed o do le Peeing i Adhd pecipeerds fo yee A Cime Sette 2 Create diii f h bo meted BF Change Rew coins 6G Recipients Massages Ho recipknis heart boon added wel Ho mages have been ceeabed yel To add recipients to your new email collector or 10 cereale a mes
53. en paste the link mma the boy of yo ena message Sa that when others receive your email they can click the link and access your survey ebpage 5 Tien poste tie ric ie mes obpaye oo tat Omere ca aspx smebClsolDliHbobstowedhlao td Sd Click Select Al Adj a Keyserord For this Search Part 2 Paste the link into the body message of your email client See image on pg 44 Page 43 SurveyMonkey User Manual j mIHA i i r z e i i A ATi I F alll a 4 7 x i 4 Pait E 7 P g r E E E E IE Seared Oi F giiir 4 Toemng F ea S Bech Hitti a ip Chipboard Bait Test a MbT Enka Chpticerri a Proofing at Account Subpert Sureey bration Hello Nere is a lnk bo ercess your Survey We appreciate your afenton to this mater and YOUr FeSixMise iS appreciated TT u Coy Parrett Sait ey Banik ey cen 2 Placing Survey Link on a Webpage Or you can copy and paste the HTML code into the back end of your own website e Please use this script of code generated by our tool You or your webmaster can then add this into your webpage e f you add additional coding or use a web design program that may alter this code please check that this exact format is maintained If not the survey link will not work properly g Placing Survey Link on a Webpage Simply copy the link inthe blue box below Then paste tee link into any webpage so that others can cl
54. end e with response of Jefferson Then you can add a 2nd one to this same School filter by clicking the Add Response Filter button again and set up the 2nd one as follows e Show respondent who answered What school do you attend e with response of Madison B Next you will see an option pop up that allows you to match by criteria If you create more than one parameter you have the option to Match Every Filter Match Any Filter or Create Custom Combination of Filters e f you select to match every filter then the system will only search for respondents who meet all the criteria and will filter everyone else out e f you select to match any filter the system will search for those who match any of the created filters All other respondents will be filtered out e Click the Save Changes button when you are finished In this example choose the option to match any or filter When this school filter is toggled on you will see only those that match the criteria for the responses and questions See example on p 77 Page 6 SurveyMonkey User Manual i V4 Filter Editor Cancel Filter Hame D Name it E Filter By Responses Click Mew Response Filler to add a new response filter You can have mulliple response Niers and combine them together in a logical expression Create the criteria Fitter Description 1 She PARRE of phone ho Aere quetion What school do pou attend Delete with choice le
55. ent and or analysis Il SURVEY DESIGN A New Survey 4 Where to Begin When you are ready to create a survey click on the Create Survey tab located on the page header of your account Choose if you want to create e A survey from scratch e From a survey template e Or from an existing survey in the account Name the survey and you are ready to go For additional information in creating surveys click here to view the online tutorials SurveyMonkey com because knowledge is everything ome Create Survey My Surveys My Account Page 7 SurveyMonkey User Manual a After creating the title the Edit Survey page immediately 7 Edit Survey Te change the look of your surnay Gelect a theme below opens Spring Dey w Now Thame b Click on the Add Question o Here button to insert your Page 1 Lest Sone oer first question i DetoultSecton O c If you want to add pages simply click the Add Page Here button where you want Add Page Here to insert a new one 5 How to Add Questions and Pages Once you begin designing a survey and every time you add or create a new question a window opens within the survey designer Choose the question type from the dropdown menu TEST ob Pepe H ee We ee Li Chee eee Type a Mer T E p sliesss fem eu ges Se eee 1 Type the question text into the provided textbox 2 Type the answer choices into the provided textbox each must be on its ow
56. erring the survey e Next select the survey title from the dropdown menu and choose either the Copy or Move button This places the survey into the chosen account Transfer Survey To transfer a survey please select the surrey irom the drop down list and enter the account information Please note thal the recehing account marst be a Professional Accom STEP 1 Enter the username of the destination account Destirmion Weer Mans STEP 2 Select survey you d like to transfer ans 4 ie lka 7 Select Suren Select Survey jade spy Survey OR Mow NOTE If you copy the survey into another account this will not copy the data or responses It only copies the survey no collectors custom themes or responses are copied You will need to move the survey if the responses are to remain attached to the current link Page 96 SurveyMonkey User Manual 6 Creating Folders and Moving Surveys To better organize your survey list create different folders on the My Surveys page Perhaps you have closed surveys that you want to keep separate from open surveys Or you have different people sharing the account and each person wants to keep their surveys in their own folders To add folders or move surveys into folders please follow these steps Step 1 Click on the Manage Folders button on the My Surveys page This is located next to the Current Folder dropdown menu above the lists of surveys on the page
57. es In addition you have the option of allowing others to use the Filter feature and or the Export feature in the Shared Link To configure this please follow these four steps Step 1 x Click the Analyze icon next to the survey title on the My Surveys page Step 2 The Share Responses button is located on the left side of the Analyze page Share Responses Step 3 By default the Share Summary of Responses Only is active when the page opens Click the Edit Settings button to allow more features and capabilities Choose between the following e Only the Summary of Responses e Share Summary of Responses View Share Responses Open Ended Responses Current Sharing Status e Share Summary of Responses View Share Summary of Responses Only and Browse Open Ended Responses Use the link below to give others direct access to your results Similar to Your admin view Enable https wwesurveymonkey com sr asp sme FewNeuRM7cVveWchSor filtering and downloading Note Enabling Filters on Shared Data Those who receive the share link with filtering enabled will see all responses even if you have filters active on your account Page 88 SurveyMonkey User Manual gt Need to share only filtered data To learn more view this topic Sharing Filtered Data gt Need to hide sensitive information Refer to the following help topic Hide Sensitive Data Step 4 Click the Save Changes button The link to the results
58. ext Button Next gt gt rext inte the w textboxes here Done Button Done gt gt Exit Link Eat this survey gt gt Show Eat Link Page 19 SurveyMonkey User Manual 10 Skip Logic The goal of Skip Logic is to collect data on specific survey participants This is accomplished by directing respondents through the survey based on responses to previous questions This allows you to route respondents to a page of follow up questions intended only for them Skip logic happens when a respondent clicks the button at the bottom of a page By default and when a respondent clicks Next the following page loads With this in place you can force respondents to jump over pages Only the Multiple Choice questions One Answer and Multiple Choice Answer allow logic to be added The Add Logic button appears next to only those question types The Seven Skip Logic Principles 1 How Logic is Triggered Skip logic is triggered when a respondent clicks the Next button on the bottom of a page Therefore when using question skip logic it must jump respondents to a page of follow up questions Jumping respondents to questions on the same page is not possible In addition it is not possible to have a question s immediately pop up based on the previous answer choice 2 One to One Relationship Logic is a one to one relationship If you choose the Multiple Choice multiple answers type apply different routes on more than o
59. ext to the survey title on the My Surveys page Step 2 Click the Restore Questions button on the left side of the page R Restore Questions Step 3 The prompt opens showing any deleted question over the past 14 days Click the Restore button next to the one to add back into the survey e Restore Questions lt lt Back to Survey Belin are th questions far this sureey thal wire deheted wath the mest recenti deheled af ie bop of the list Click fhe Re shore Question button to re ineern a deleted quesion back inio pour surrey Wesom Ten Dee bebe Dyte Na Whith aea do you reside Tine S2007 8 52 AM Restore Question Step 4 This shows the survey design again on the Edit page The Restore Question Here button will appear next to any available place in which to restore the question Simply click that button where you want the deleted question to be inserted J Edit Survey Ey chire M ee S esas porene aes i err amie NOTE After 14 days of the deletion you will not pee ee ae be able to restore the Fi oduan question This survey js intended to collect nfonmaten on hang inthe Fagit Northwest wth Portland OF bei Ls Click Tied fo gil Sharbed wath ee guri Bcd fk to Wee BP gra et a Gera est Check Eset ies Surv Your answers wall be saved i Any responses collected on that question may also mee pee e be purged from the 4 do you live in portland survey Page 26 Survey
60. ey in your account Page 39 SurveyMonkey User Manual Restriction 2 Set a Maximum Response Count The maximum response count sets the maximum number of responses this collector will accept Click Set a Maximum Response Count to open the response count dialogue box and set a maximum response count number Once the set number of maximum responses has been met respondents who access the collector link will see the closed survey message instead of being directed to the survey In addition the collector will display as closed the brown box icon will be closed on the collectors page for the survey in your account Restriction 3 Set a Password for Your Collector The password protection is a feature that allows you to create a unique password configuration per collector To configure a password click Enable Password Protection to open the password dialogue box and set the password labels and message 1 First enter the password for your collector in the Password field 2 If you would like you may edit the Password Label The password label will be displayed to prompt the respondent to enter a password when the survey link is opened 3 The Submit Button Label allows you to format the button respondents will click to submit their entry 4 You may edit the Password Required Message and the Password Failed message by changing the text in these boxes Restriction 4 Enable IP Blocking The IP address blocking allows
61. f the page Click the Create New Message button on this Message Manager page survey title My Survey Edit Tithe design survey Jf collect responses analyze results Q Collector Summary collector name New Email List Test Edit Name type EmailLlist stotus Open 5 Email List ipi Message Manager i 45 Email Messages Draft Messages Ss Collector Settings Message Subject Recipients Defined Message Composed Delivery Scheduled No messaj B Collector Restrictions I Close Collector Now Sent Scheduled Messages Message Subject Send Date Sent My Survey Scheduled for Tue 12 19 06 11 31 AM 5 minutes ago O Cancel Step 3 Select the Recipients on the List to Receive the Message Choose the New Unsent if you have new email addresses Or if you want to send it based on custom criteria partial responses no responses everyone etc then it is up to you gt Click the Save Selection button Page 62 SurveyMonkey User Manual gt On the email message setup page enter the subject of this new message and customize the body text gt Click Save and Preview gt Finally schedule the delivery collector name New Email List Test Edit Name type Emaillist status Open Choose Recipients for Message Cancel Save Selectio The first step to creating your message Is to first select the recipients You can select one of the standard list fillers or create your own custom filler below
62. g system and application files e SSL encryption of all billing data and passwords e Data backed up every hour internally e Data backed up every night to centralized backup system with offsite backups in event of catastrophe VI CONCLUSION Now you are ready to begin using SurveyMonkey to create distribute and analyze your surveys We aim to provide an online survey system that is affordable and user friendly In addition to our Help Center s FAQs and Tutorials this manual guides you along every step of the way Please keep this for your own personal reference For additional questions or support contact us through our email support center We are available 365 days a year by email including weekends and holidays Thank you for your support Page 105
63. ge 91 SurveyMonkey User Manual V MY ACCOUNT The following section addresses many questions that subscribers have about using their accounts These topics range from sharing an account to changing logins to canceling the auto renewal Please look this over for questions you may have regarding account maintenance 1 Can share an account Yes you do have the ability to share one login and password for multi user access Simply have the person you are sharing the account with use the login and password to log in on our homepage Important We do not assign multiple logins and passwords on individual accounts Please keep in mind that you are also sharing full administrative privileges to your account with other users We do not provide the ability to have different access levels to the account Can I password protect sections of the account No we do not provide the ability to restrict access to certain areas of an account You will not be able to password protect surveys results inside the Analyze section You also cannot password protect individual folders created on the My Surveys page e If you need to limit access to accounts then you must register and upgrade additional accounts Each will need to have its own unique login e You can move or copy surveys between them as long as the receiving account is Professional For more information on transferring surveys please click here Can multiple people work in the account or
64. hange the status This restriction is in place due to the way the links work in an Email Invitation collector If you made an error in entering the email address delete it and then add it again in the correct format To edit an email in a list that has not been sent a message please follow these steps Page 67 SurveyMonkey User Manual Step 1 Click on the Collect ig icon next to the survey title on the My Surveys Then click on the named collector to open the summary page Step 2 Access the list by clicking on the Edit Recipients button on the left hand side of the page Edit Recipients Step 3 Click on the specific email address housed in the list You can also search for an email in the list Display Search All Recipients 2Sperpoqge Email Address Wierwiteg 1 2 af Step 4 Once you click on the email address that has not been sent a message a prompt opens showing you the fields that can be edited View Email Address Details Mailed Status Not Mailed rd like to remove this person Response Status Not Responded from the list Email Address suppori surveymonkey com Remove From List First Name LastName rd like to manually add a response for this person Custom value Add Response Page 68 SurveyMonkey User Manual IV ANALYZING amp EXPORTING DATA SurveyMonkey allows you to analyze the survey data within the Analyze section As soon as a respondent clicks the Done but
65. he IP or Email addresses in your Results options mi To learn more about tracking respondents and identifying who responded please click here Page 71 SurveyMonkey User Manual A Edit in Browse Responses There are a couple of different ways in which you can edit individual responses First you do have the option to edit a response in the Analyze section under the Browse Responses Second you can also edit a response from within an Email List of an Email invitation collector To edit within the Browse Responses section please follow these steps Step 1 Access the Analyze x icon on the My Surveys page next to the survey title Then click the Browse Responses button located on the left hand side of the page to scroll to the respondent s survey you wish to edit BD Browse Responses Step 2 Once you locate the one to be edited select the Edit Response button This opens that survey in a new window to reveal the answers e Scroll through the survey by accessing the Next button When you get to the question to be edited you can either select a different answer choice or type in a different response in the comment box e Continue all the way through and click the Done button to close the survey e Now you will be looking at the Analyze section and the Browse Responses page again Click the refresh button on the browser menu to see the new changes ad Browse Responses Displaying 1 of H respondents Next
66. he top of the page after adding the new invitee s cellecter name Kia Emm AM ii HE Lyp Emel irai stetus Open EB ad Recipients h Ee gt Select who on the list is to receive the message Since this email is new he she will be the only one How Would You Like te Add your Recipients who has not received message D Add Recipients trom the Address Book Successfully kded one recipient The list now has Grecipdents Add Recipients Manually W pE r jF gt Choose the option to send the message to those in the New Unsent status or you can z ee choose the custom criteria Field Graes Eremi Pirai Mare Let hee Cueto Date each ced alerting on ree ie a Epa irl ra r e a r method Erap 2h pore peretee coe 1liri O Add Recipients from a Previously Created Collector Page 61 SurveyMonkey User Manual Step 5 Compose the body of the email and schedule the delivery of the message v Senda 2 Message for the Same Survey or Use the Custom Criteria You have the ability to create a new or second message to deliver to list that has already received a message In order to create new message for an existing collector list follow these three steps Step 1 Click on the Collect icon next to the survey title on the My Surveys page Then select the collector that houses the list you want to receive another message Step 2 Access the Message Manager by clicking on the Edit Messages button located on the left side o
67. hem on and off This feature enables you to create any number of filters only one of which can be active at any given time and then save them for later use w For additional information please visit this topic Filtering i Create a Filter by Response To sort surveys by a particular answer choice to a specific question then it is best to create a response based filter 1 Select the Filter Responses button on the left side of the Response Summary page 2 Name the filter on the Editor page 3 If you want to filter by specific questions and answer choices rather than by property or by collector check the Filter by Response option 4 Click the Add Response Filter and set the filter description as follows Page 75 SurveyMonkey User Manual e Show responses of people who answered question then select the question from the dropdown e With answer choice then select the answer choice from the dropdown Example You want to filter the data by more than one response If you create one filter you can sort by multiple parameters within the one named filter Let s say you name this individual filter School and you want to filter for more than one school at a time Perhaps you want to know who goes to Jefferson and who goes to Madison A Click the Add Filter Response button and the first filter parameter within this one School filter would be e Show respondent who answered What school do you att
68. hether they have responded Status r gt Custom Criteria tand jo erenone who maiches the criecia pou specify Click to view the Step 5 The The aetection above had resulted m 2 potential recipients W a unresponded Compose Email emails Page 59 SurveyMonkey User Manual Message page opens next Begin by entering in the subject of the email Customize the email body message to indicate this is a reminder or that the respondent has not yet answered the survey Click Save amp Preview Finally schedule the delivery of this second reminder email w To learn more on how to schedule reminder emails in advance click here iv Add New Emails to an Existing List and Send Those the Survey If you would like to add an email address or several to an existing list and then send only the new email s a message you can do so using these five steps Step 1 Click on the Collect icon that houses the collector to which you have already sent an email invitation This opens the survey s collector summary page I Collectors for Untitled Survey survey tithe Untied Survey Edit Tele Reker js a list of he collectors peal ae cimem ining to collect Pegqunies Toe click the name To opel more neeponaes foe Pig puray from a difterard group of pi Step 2 From here you will click on the title Wee oe of the collector that has already been sent P oven Mer Emali invitation dee the first message
69. hoice on separate lines provides a textbox to manually type in Select a choice to edit a new choice Nw w Edit choice lt p gt A dropdown menu appears 4 Pick where in the list you want the O SortRandomize Choices optional answer to appear Or choose the Edit To sort or randomize the choices to this question click the checkbox above Choices button to edit a current one Page 27 SurveyMonkey User Manual Delete an Answer Choice To delete an answer choice you will notice the hidden checkbox option in a dropdown menu next to each answer or row choice when clicking the Edit Choices button _ First select the specific answer choice from the dropdown menu Second click on the hidden checkbox to make it a non available answer choice or row prrrrrrrrrrrerrrrr FETYYTTTTTYTYTYYTTTTYTTYTTTTETTTTTYTT Cancel Update choice You cannot delete an answer choice with Click the Update Choice button when you responses but you can hide the answer choice are finished Edit Add Column Labels If you forgot to add column heading labels into a Matrix or Rating type question simply scroll down to the Label textbox prompts and type in the correct column labels Click the Save button when you are finished Important You Cannot Change Question Types When Data Has Been Collected To do so you will need to do the following e Export the data to maintain the current responses for that question e
70. ick the link and access your survey Additional Information Adding Data or Manual Entries to a Survey The Web Link collector is an easy way to add hard copy responses of your survey If you need to manually add responses to a survey there are several ways to do this Perhaps you need to add some responses collected from a paper version of the survey using this anonymous web link collector or you need to add a response to an email uploaded into the Email Invitation collector list Page 44 SurveyMonkey User Manual The following scenarios enable data entry e Access a collector that was used to collect anonymous responses e Create a new Data Entry Collector e Or add a response for a specific email address in the Edit Recipient section of the Email Invitation collector i Adding Through a Web Link Collector A Creating a Data Entry Collector This option is best for those doing data entry that will not have access to your SurveyMonkey account e This will give those data entry people direct access to the survey only for manual entries without logging into your account e These data entry people will copy and paste the link you provide to them into a web browser s address bar Every time the Done button is clicked on the survey it will immediately loop to a new blank survey for a new entry Step 1 Click the Collect icon next to the survey title and click the Add New Collector button Name this collector Data Entr
71. if you need to build more complex graphs For more information view the following Creating Charts in Excel Questions types or analysis features that interfere with Custom Charts With the way our charting feature works it uses 2 dimensions of data gt gt Matrix with Menu This question type has 3 dimensions Because of this it cannot be graphed by our system Matrix one answer or multiple answers per row This cannot be charted when a cross tab is active due to its 3 dimensions of data Remove the cross tab to graph this Active Cross Tabs Cross Tabbed Rating Question A cross tabbed rating scale has 3 dimensions However by only graphing the rating averages it uses only 2 dimensions Due to this only the rating averages will be graphed when a cross tab is active Pie Charts Not available for Rating and Matrix questions due to the complexity of the tables created to present this data In addition this chart is not available when a cross tab is active Page 87 SurveyMonkey User Manual 5 Sharing Survey Responses with an Audience As a Professional subscriber you have the ability to let others view the results without giving them access to your account through the Share Responses link w The results link you provide updates as your results do You determine the shared access of the data You decide to share the Summary Results only or to provide access to all of the individual responses or All Respons
72. is generated and you are now ready to provide the generated link to others Simply copy and paste that link into your own email client to send out to whomever you would like Or post it on your own webpage Current Sharing Status Share Summary of Responses Only Use the link below to give others direct access to your results httes Www surveymonkey com sr 4spx sm 7owNouRMycvcwW ehai New Sharing Status O Sharing Disabled O Share Sanma of Responses Onky Share Summary of Responses View Open Ended Responses fe Share Siiminary of Responses View and Browse bidracdhial Responses admin view Allow Filtering of Responses Allow Downloading of Responses C Password Protect Shared Responses TO require a password to access the shared resulis click the checkbox above Page 89 6 Custom Reports and Sharing Data SurveyMonkey User Manual Professional subscribers have the ability to create custom reports in the Analyze section The benefits of customized reports are for easier data management and data analysis Some of the things you can accomplish are Choose to only view certain questions instead of all questions in the survey o Example You have Skip Logic programmed and you only want to see a specific route You could hide all other questions not pertinent to that logic route Create multiple custom reports and toggle them on and off If you have a current report toggled on then you can export the
73. lacement option to perform any of the following e Overall Question Width If you want the question to cover less or more space on the webpage then edit the Percent or Pixel width This will either spread or condense the space it covers Page 12 SurveyMonkey User Manual e Column Width You can control the amount of space reserved for the label and the answer choices o EXAMPLE This is helpful if you have large amounts of text for the answer rows of a Matrix question If the column headers consist of less text then you can allot more space for the label section The rows of choices will not appear so condensed e Question Placement If you want questions to appear side by side then choose to have a current question placed next to the previous one To have the questions located underneath one another then leave the default of Start question on new row e Question Margin To allot more spacing between questions or create indentation through spacing then this setting is helpful Sometimes a question may appear too close to the logo header Type in a pixel number like 5 or 20 in the Top Margin setting This provides space above that question Ch ing Oueetian Site Placement optional Configure the shape of the question and eel Gestion Wittc Percent 1002 wide on page q columns Cokonrs Wiel hic TUS for label 90 lor choices COopestion Plc enven Start question on mew row w Ditjon Moan gine Left Top Righi B
74. lastname I d like to manually add a L Custom value 001 response for this person Add Response a Cancel Save Ch Page 47 SurveyMonkey User Manual 2 Post the Link as a Popup Invitation on your Website Professional subscribers can create collectors that will generate popup surveys or popup invitations on their own personal sites This does involve copying a snippet of code into the back end of your web page NOTE The popup uses a cookie to prevent the window from appearing if a user has already answered or declined a survey Step 1 Under My Surveys click on the Collect icon then click on the Add New Collector button Step 2 Select to create a Popup Collector option and name it Then click the Next Step button Hew Would You Like te Collect Reiponied i g Create 2 link to Send in your own emia metiage of te place on a webpage The sirniphed and Gian wy bo colaci Epona We Serena a irnik Gor you ery hiai ya can Airi Oy and pasi Upload pour own nails and have us sand a survey invitation Thu Gi dd yor ere er ee el ee d ey ea oe eee GA Thij Ce pee he fa h ai A i HAL and Matk wh gongda in ur iyl 1 e hee a popup invitation tor your webpage W gi you ihe onde io genersia 2 popup imilaion on your own eebpaspe Enter a Mane for this Link i J Step 3 The Popup Configuration page opens and you will create this collector s settings and restrictions The Change Settings and Change Restrictions
75. lations we recommend that SSL encryption be purchased for your account The cost is an additional 9 95 per month or 100 with the yearly subscription 3 Features of Basic and Professional Accounts a Basic Account The Basic subscription is completely free and it allows you to create as many surveys as you would like You are never forced to upgrade and we do not delete your surveys or data if you do not upgrade by a certain time You have the ability to share one login and password for multi user access Simply have the person s you are sharing the account with use the one login and password We do not assign multiple usernames on individual accounts Please keep in mind that you are sharing full administrative privileges with other users Currently we do not provide the ability for different access levels on the account Basic Features e Up to 10 questions per survey e 100 responses per survey Upgrade to Pro in order to view additional responses 15 types of questions Collect responses via weblink Collect responses via email View live results as they are recorded Supports any language including Unicode Survey completion progress bar Automatic numbering for pages questions 15 pre built survey themes Validate required survey responses Randomize sort answer choices Accessible and 508 compliant and certified surveys Limit of 3 Collectors per survey Page 5 SurveyMonkey User Manual b Professional Account
76. lete survey amp Clicking the link opens the survey and permits editing even after the Done button has been clicked or the browser window has been closed This link MUST be accessed on the same computer from which the cookies have not been cleared WwW If you want respondents to come back at any time after clicking the Next or Done button then you will need to use this second Yes option Scenario B Allow Multiple Responses YES gt Selecting Yes Allow multiple responses per computer gt Allow Responses to be Edited Choose from the following o No o Yes Only 1 option available Can respondents do the following in this scenario No Yes Use the Previous button to go back while taking the survey 4 4f Re enter later on a current page to Resume if not finished yet p p Re enter at any time to Edit even after completion w When allowing multiple responses the survey should be finished in ONE sitting No one can come back to edit or finish an incomplete survey Page 36 SurveyMonkey User Manual Allow Multiple Responses No allow only one response per computer e Yes allow multiple responses per computer Recomn Selecting ves allow multiple responses will open the following two options for allowing editing Allow Responses to be Edited No once a page is submitted respondents cannot gob gt Yes respondents can go back and update existing rese able to re enter the survey gt No
77. ls dom import them iia Surry Menke Vie prohibi ihe ute of ied party purchadbed rented or harvested mading lisis Sunny Monkey wil Berinai atcounts violating the foregoing a TOU Cannot mai io newEgroUps meeeeage boarde disiiiuion igh or ungoioied emal adaasgses a You agree to oniy use the Gurvey Tool in associahon with an established list of pannission based opin email addresses Vie prindi use of our Surry Tod ordy io those subscribers who follow Gur strict ani spaen policy fou agree Thal you shall not ubire the Survey Tool to send any comuna elacinonic madi message ad deined in the CAH SPAM Aet of 2007 io amr recipient whe Pad oplat gi UnUbsoibed of oihercsice objected 10 FEC hNg SUCK megptagas Mom yo gr another pany on whose Eehall you may Ge CORT neE Add Recipients trom a Previously Created Collector ii Compose a Message To learn more about composing an email message click here to view the tutorial iii Send a Reminder Email You can resend a message to those respondents who have not answered the survey or partially answered it When you access the collector with the email list that has already been sent one initial message you can send a message to only those in the No Response status To do so please follow these steps Step 1 Click on the Collect icon for the survey This opens the survey s collector page to show you all the collectors created for that one survey Page 58 SurveyMonkey User Manual
78. ls from an existing collector list gt Make sure that each address is entered on a new line and all extra fields first name last name and custom data are separated by commas There are a few example addresses shown in this section Part 1 of 2 Import Emails Setup bye Tbe Living In Portland OR poet mie design surrey collect respenses analyze results Stor a a Hai Endl type Eee britai cllu Hai Brana it Hen Q Delete W can dam ye n Wee meee Bo cho Shee Tolling i Adkiaecipeeids fo youn let FP Le o i o hinl GP Changa Restrictions p E ChanpeResrictione Gs Recipients Massages Ho recipes hayet boon added wei Ho reese hi been comaied yo To add recipients to your new emaii cQiecior of to creare a message simply click on the specific button Page 57 SurveyMonkey User Manual Part 2 of 2 Add Emails GS add Recipients eman How Would You Like to Add your Recipients Add Recipients fram the Address Book Add Recipients Manually Surry honkey had a ten inlerance Spline peti Subscriber accounts wal be tarrninated for fending wneolicited email mestages This meant Fai al recipients gerd to must howe opiat in in recarring conmimunicaions from you the sendar WOU Can oniy use Suvevkloniory in send emails 1p lists of people Thal gave you permission to email them So if you dont have proof that each recipient on your ist opted in for your emai
79. mail List Part 1 How to Format the Email Addresses Before adding the emails make sure they are in the proper format so they can be added without error NOTE A list may not contain more than 10 000 emails You can create multiple lists but each one will be limited to this amount How many fields are allowed to be uploaded to create a list Four fields can be uploaded and they must be formatted in the following order so the system can properly associate the correct custom tags with the appropriate fields Field Order Email Address First Name Last Name Custom Data e Example 1 tjones myemail com tom jones 1001 e Example 2 tjones myemail com 1001 The fields allow up to the following character amounts e Email Allows up to 255 characters e FirstName Allows up to 50 characters e LastName Allows up to 50 characters e CustomData Allows up to 500 characters You will see these fields returned at the top of each response while in the Browse Responses portion of the Analyze section Page 54 SurveyMonkey User Manual Duplicate invalid opted out and bounced email addresses will be screened out What Characters Are Allowed in the Email Configuration e Alpha numeric e Double apostrophe characters letters A e Pound Number sign through Z and a Z e Percents e Numbers 0 9 e Ampersand amp e Dashes e Monetary Symbols e Underscores _ e Brackets lt or gt e Deci
80. mal points e Single apostrophe Initial Creation of Lists in Excel or Spreadsheets The process for importing emails is not a direct Excel upload or API transfer so you must format the emails first as suggested above and then copy and paste them into the list creator If you have created the list initially in a spreadsheet with the email address in one column the first name in a 2nd column the last name in a 3rd column and the custom value in a 4th column save the file as a csv file comma delimited in the Excel saving options A Excel File OU J Format Painter 4 IE Pa Clipboard u Font P E Book1 ee 4 tomjones tom jones 1 2 tjonesmrt jones 2 3 tomj mytommy jones 3 4 Page 55 SurveyMonkey User Manual B Save as csv extension Excel 97 2003 Workbook ts Na Text Tab debited tock Coy Comma debbie cei Formatted Text Spali C Plain Text Editor Open a program like Notepad or any kind of plain text editor program like TextEdit for Macs and select the csv file e If you do not see the csv file in the Open prompt menu then you may need to select the All Files type from the Files of Type selector in the Open prompt e When the csv file opens in your program it shows you the emails in the correct format that is needed to copy and paste into the Add Manually textbox Anywhere you do not need a field simply place a comma e Highlight the emails in yo
81. n line 3 Choose to add any of the additional features e g randomize choices set to required answer etc 4 Click the Save Changes button when you are finished Note Any time you exit that survey editor to navigate through the account and when you need to re enter back into the Edit Survey mode click on the Design icon located to the right of the survey title on the My Surveys page Page 8 SurveyMonkey User Manual 6 Available Question Types and Features a Question Types To add a question to your survey a dropdown menu is presented after clicking the Add Question button Choose which type you want to create To view examples of questions visit our homepage and click the types of questions link The following tutorial also highlights some examples Formatting Questions If you need additional information Multiple Choice Only One Answer on survey design please refer to Multiple Choice Multiple Answers P Matrix of Choices Only One Answer Per Row the smart survey Design guide Matrix of Choices Multiple Answers per Row located in the Help Center of your Matrix of Drop down Menus Rating Scale account Single Textbox Multiple Textboxes Comment ssay Box Q This guide provides tips on Numerical Textboxes designing effective surveys Demographic Information U S Demographic Information International Date and or Time Or if you want us to design the Siea survey for you click
82. ne answer choice and allow respondents to select multiple answers it will not skip correctly The logic will only trigger according to the first answer choice selected Be sure to also place the question with skip logic as the last one on the page You cannot have multiple questions with skip logic on the same page 3 Forward Pattern Due to the functionality we recommend creating the logic question on a page by itself or as the last question on a page Logic should only skip respondents forward in the survey Moving backwards may just create a loop and overwrite pages Page 20 SurveyMonkey User Manual To see how to remove the Previous button from the design please click here This allows respondents to only move forward in the survey 4 What is Page vs Question Skip Logic Page and Question skip logic each serve a different purpose Do not use them on the same page e PAGE Logic does NOT require a specific answer and will jump automatically to the designated page no matter what is answered on the page e QUESTION Logic advances respondents to a page or series of follow up questions based on the answer to a particular question Question logic overrides the page skip logic if both are set on a page 5 When to Use Question Skip Logic If you want to create a scenario where respondents are asked follow up questions based on a particular response then you want to place skip logic on a question amp Have this question
83. nses thas Morice gt Step 3 Click on the Upgrade to Annual Now button i Switch to Invoicing We do offer quarterly and annual invoicing only We do not accept check payments for monthly subscriptions Please send a request to our email support system to change the account to invoicing instead of the credit card payment You can also upgrade from the monthly plan to yearly in your account under the My Account tab However there is not an option to change it to invoicing in that area We will need to do that for you Page 94 SurveyMonkey User Manual Step 1 Please change update the following information under the My Account gt Billing section so we can generate an invoice for you e Your Billing Address e Billing Email Address e Billing Contact Name e Phone Number Step 2 Once you have updated that information in your account s billing section let us know the following information in your email request Then we can finish processing the invoice for the renewal e Subscription Type Quarterly or Annual e SSL Encryption If it needs to stay be added or be removed e PO number if necessary ii Change Credit Card Details A Active Account lf the account is an active and Professional status and you want a different card to be charged you can change the credit card details the following way e Click on the My Accounts tab e Select the Billing button on the left side of the page e Click the E
84. on account pg 93 3 Change time zone on account pg 93 4 Change the account subscription or credit card pg 94 5 Transfer a survey to another account pg 96 6 Creating folders and moving surveys pg 97 7 The Address Book pg 98 8 Tracking the identity of respondents pg 100 9 SSL encryption pg 102 10 Cancel an account pg 103 11 Security pg 104 12 Troubleshooting pg 105 NV i E AT ace casey rec A EE ween cae pg 105 Page 2 SurveyMonkey User Manual I GETTING STARTED Welcome to SurveyMonkey This user s manual guides you through all areas of SurveyMonkey It takes you from start to finish covering topics such as creating and upgrading accounts designing surveys collecting responses analyzing data and managing accounts The manual directly links you to our FAQs and Tutorials Simply click on the hyperlinks indicated in blue underlines to go directly to our Help Center topics for additional information 1 Creating Accounts and Upgrading Create a Basic free account to begin using the online survey system We do not offer what some consider a license since you are not purchasing software Everything is accomplished by logging into your registered account What we do offer are Basic or Professional subscriptions Professional subscriptions provide access to the premium features Step 1 Activate your account by clicking on the Join Now for Free button located on the homepage Step 2 You are
85. on request on your account 11 How do you keep our data secure Our privacy policy states that we will not use your data for our own purposes The data you collect is kept private and confidential You are the owner of all data collected or uploaded into the survey In regards to the security of our infrastructure here is an overview of our setup We do offer SSL encryption for the survey link and survey pages during transmission The cost is an additional 9 95 per month The servers are kept at Inflow http www sungard com Physical e Servers kept in locked cage e Entry requires a passcard and biometric recognition e Digital surveillance equipment e Controls for temperature humidity and smoke fire detection e Staffed 24 7 Network Page 104 SurveyMonkey User Manual e Multiple independent connections to Tier 1 Internet access providers e Fully redundant OC 48 SONET Rings e Uptime monitored every 5 minutes with escalation to SurveyMonkey staff e Firewall restricts access to all ports except 80 http and 443 https e QualysGuard network security audits performed weekly Hackersafe scans performed daily Hardware e Servers have redundant internal power supplies e Data is on RAID 10 operating system on RAID 1 e Database is log shipped to standby server and can failover in less than one hour Software e Code in ASP NET 2 0 running on SQL Server 2005 and Windows 2003 Server e Latest patches applied to all operatin
86. ooounme collect responses Help Center analyze results Total Stated Suna 11 Talal Compieied Suna 11 41 Select a page to vow below on view all pages fi Deisy Section The first time you view the data by default all questions are selected and visible gt Click the Unselect All option gt Then tick the box next to the questions to be presented with the cross tabbed report gt Name it and click the Save Report button Step 2 a4 Edit Report lt lt Canca Enter a Name for your Report Mame Income and Product Evalastion based on Get tran chaaoia Select the Questions to Include Select All Unselect All O Default Section O Of hat is pour gender DO OZ Inwhat ciate do you reside O New Page O OL mati 3 pr ape 3 Ce Wiha is your intame T E S Vill yi consad r the follwing for Surihani Ce Scale o The system directs you back to the Response Summary page Since this is a new report create the cross tab and apply it to the selected questions Page 81 SurveyMonkey User Manual e Click the Crosstab Responses button to open the saved crosstabs Choose to edit an existing one or create a new one e If you have a saved one click the Apply Crosstab button next to it The system will take you back to the Analyze page with that cross tab applied Step 3 When the cross tab is applied the system directs you back to the Analyze page The
87. ot Chet Step 3 Part 1 Click the Chart Settings button and choose your type Part 2 Edit the following I Choices e Select which answers choices to include To graph all answers select All Choices from the Include prompt e Sort the data by descending or ascending values e f you have a comment field included tick the option to include it on the graph II Labels e Add a chart title e Select the data labels No Data Show Values Percents or both lll Categories Only Rating and Matrix questions present the Categories option Click the Swap button to reverse the order of Choices and Categories in the graph presentation e Choose to include all categories i e columns from the question or choose to show only a select few Page 86 SurveyMonkey User Manual Sort the data by descending or ascending values For a Rating question select the Chart Average Values option to plot only the Rating Averages Chart Type Pie Chart chart Settings ipowniond chart Choices Labels Inchade Al Chart Tithe son By Value Ascending Show Title Which do you prefer Group remaining as Other Values amp Percents Ouiside Step 4 Click the Download Chart button This downloads the image to your computer It saves it as a PNG format Once it is saved you can open it in your own image editing program to save it as another file type NOTE Export the data into Excel
88. ottom Edit Comment Box Size You have the ability to edit the size of the comment box for the Open Ended questions Click on the Change Question Size amp Placement option located within that question builder gt With the Comment Box or Essay Box type you can create a text box based on the number of lines and the number of characters wide e g 5 lines 20 characters wide or 10 lines 70 characters wide gt With the Single Line Input Box you can set the input box according to character widths e g 30 characters up to 100 characters 7 Copy a Survey Page 13 SurveyMonkey User Manual The ability to create a copy of any survey is available to all subscribers This is done under the Create Survey tab NOTE If the survey has responses they will not be copied gt Only the survey design itself is copied No collectors or their settings are copied from the original survey gt Create a new collector and select a saved custom theme in the Theme Dropdown menu on the copied version or edit a new one To perform this function please do the following Step 1 Click on the Create Survey tab Step 2 Choose the Copy from Existing Survey option Select the name of the survey to copy in the provided dropdown menu Click the Create Survey gt gt button when you have named it T gt Create a New Survey Daed one of the options babye to get stated If you already hora an ides for your survey ust create a new surve
89. our survey select Yes under display a Thank You page option From here you can then customize the message Select No if you do not want a Thank You Page displayed upon completion Setting 3 Add a Redirect Page upon Survey Completion The Survey Completion section is used to change the page respondents are directed to upon completion or exit of the survey or if you want the survey window to simply close or loop back to the beginning of new survey e By Default respondents are directed to our website The URL in this field may be changed to any website you would like by deleting the text in the box and adding a URL of your choice You must be a Professional subscriber to change this behavior e Or you may select to have the survey window close after the Done button has been clicked by selecting the Close Window option Survey Completion Afer the respondent laaves the surrey i PU Oct to your Own webpage Enter a URL to jump to upon leaving the surrey Close Window Example www rnesite conviorne fvtril Setting 4 Why would I Save the IP or Email Address in my Results Saving the IP address in your results allows you to track the survey by IP address e If you select No the tracking information will not be collected Your results will be completely anonymous e If you select Yes the tracking information will be stored in your results You can decide at a later date to select No and the resul
90. owing o No o Yes Option 1 o Yes Option 2 What do the Yes No settings mean if you allow editing or not See additional information on page 36 Allow Multiple Responses a No allow only one response per computer OO Yes allow multiple responses per computer Recommended for kiosks or computer labs Allow Responses to be Edited O Mo once a page in ihe suneyis submited respondanis canmol go back and Vegas change existing responses Option Yes respondents can go back to previous pages in the survey and update esing sponses until the surrey 1S finished oF until they hare erbed the survey Yes After the surrey is finished the respondent will not be able to re enter ihe survey Option 2 O Yes respondents can mentor ihe suray al ary tine to update their BSpOntes Page 35 SurveyMonkey User Manual gt No Respondents can only progress forward No one can move back to previous pages to edit a response The Previous button will be removed from the bottom of the page Il Yes Option 1 Respondents can edit or go back to a previous page while taking the survey or until it is finished NOTE This gives respondents the option of going back and editing or updating existing responses until the survey is finished Once the Done button is clicked the respondent will not be able to re enter the survey Ill Yes Option 2 Respondents can come back at any time to edit or finish an incomp
91. ple on pg 71 illustrates this You also see the following in the upper portion of each individual respondent s survey Page 70 a Browse Responses Response Type Normal Response Collector Mew Email Invit Email ketarteriaiqmail com Name smeh Custom Value emei IP Address 71 214 84 45 Response Started Thu 6707 7 34 33 4M Response Modified Thu SurveyMonkey User Manual Response Type Collector Email Name Custom Value IP Address Start and End Times At the top of the page you see the current response and the navigation arrows to scroll to a different one Or enter a respondent number in the Jump to field and click Go gt gt to jump to a specific respondent s results Response Type The top portion of each response contains the Response Type section This provides all of the tracking information associated with your collector the Email List or added to custom links Response Type Normal Response or Data Entry Collector Collector used to save responses link provided Email Included when an Email Invitation link was used to track responses Custom Value and Name Included when the information has been entered in e Response Started and Response Modified Start Date time survey was Started and End Date last date the survey was accessed w Remember that the tracking information vs an anonymous collection was determined when you selected your collector type and created the settings under the Save t
92. pondents will be redirected to the page of your choice By default completed surveys are redirected to the SurveyMonkey homepage W Filter Results A powerful feature that helps you find patterns in your results Ask questions such as Show me only those respondents who answered choice X in question Y Any question in your survey even open ended can be filtered The entire results section will reflect your filter choices W Cross Tab Results Cross tabulated data is useful for showing a side by side comparison of how respondents answered two or more survey questions This is a Page 6 SurveyMonkey User Manual comparison of two items within one survey such as product usage and demographics to determine how they are interrelated Ww Share Results Let others view your results without giving them access to your account You can control which results are visible and how the results may be used Ww Download Results amp Charts All the data can be downloaded to your local computer for further analysis Create custom charts for presentations Save the results to your hard drive for safekeeping You are in complete control Ww Create PDF You have the ability create a printable PDF version of your survey You can also print off a PDF version of the survey results Sr Custom Reports You can create custom reports to include only the questions in which you re interested Export them or share them with others for easier data managem
93. r at top of page v iv Survey Pages and Title You have the ability to hide the survey or page titles when a respondent takes the survey In order to hide them follow these steps Step 1 Click on the Design icon next to the survey title on the My Surveys page Step 2 Click the Survey Options button located on the left side of the page Page 18 SurveyMonkey User Manual Step 3 Scroll down to the section that says Survey Pages Titles and uncheck the option to Show Survey Title in Actual Survey Now the title will be hidden to the respondents Click the Save Changes button when you are finished Survey Page Titles gemee i Show Survey Title in Actual Survey Show Page Titles in Actual Survey v Navigation Titles In order for respondents to move through the survey Navigation buttons are used You can customize the wording on these buttons under the Design icon on your My Surveys page Simply type in the word s you would like to use for the navigation text Here is how to change them Step 1 Click on the Design icon next to the survey title on the My Surveys page Step 2 Click on the Survey Options button located on the left hand side of the Survey design page Step 3 Access the Navigation Buttons section and type in whatever words you would like to use as the navigation links Click the Save button when you are finished Navigation Buttons Previous Buttom lt lt Prev h Type in the new H
94. rs a io Display Search 2i p r page Emal Addhese Emal Ackh own Pi a name isi fiai Page 64 SurveyMonkey User Manual vii How to Export the Emails from an Email Invitation collector list All emails lists are exported into the same format as it was imported one recipient per line with fields separated by commas or as an XML file NOTE If the file does not open or says completed or processing then you may be experiencing a pop up blocker Allow pop ups to receive the file In order to export the email list from the Email Invitation collector please follow these steps Step 1 Click on the Collect icon and click on the collector that houses the email list Step 2 Click on the Edit Recipients button located on the left hand side of the Collector Summary page Step 3 Click on the Download Recipients option collector name Colby Edit Mame type Email eatation status eth 6E Edit Recipients dg Back To Summary y e GE Add Recipients Recipient Summary F aaa bec e aaeiein Wate F EH or fry meiir Goni Atis inom your Ec ess teeth To add remove or _ Remove Recipients download recipients j ey Toucan remove af declined of unsent recipients To click on the option f R chelate a e e Ae n a au atha leet kra Optel u Gc Download Recipients Toucan Goreme ow enire ist of just a eetection bees gi iha Crees yiu ipai Display Search AJl Recipients 2Sperpoge Erm
95. ry Report and choose the PDF format Select your print style orientation and paper size Finalize the print setup by clicking on the Request Download button mi Note Open Ended Comments Do Print on PDFs If you would like to print open ended replies refer to the following topic Print Comments or print export individual surveys Page 30 SurveyMonkey User Manual IlI COLLECTING RESPONSES Once you have finished designing the survey you are ready to send it to an audience Since the survey is an online format respondents will need to access it via a link URL The following section contains information on how to get a link through the use of collectors A What is a Collector A collector enables you to collect survey responses After designing the survey you are ready to distribute it via a link in an email message or post it on your webpage There are several options to choose from when determining which collector to use Consider the method of delivery and if you want to identify respondents or keep them anonymous gt To post a link on your website or email the link using your own email client use the Web Link Collector This collects anonymous responses gt To email a unique link to each of your recipients and track the status and identity use the Email Invitation Collector gt To have a survey invitation or survey open when people visit your website use the PopUp Collector These collector types are locate
96. s and Restrictions sseesseeseeesoeesseesoeessoesoeesoresoresoeesoresoresoses pg 34 i Collector Settings Page SurveyMonkey User Manual ji Collector Restrictions C Sending out the link eesseesseesseesoeesoeesseessoesseesoersoocssecssocssocssoessocssoessoeessessoesseessso e pg 41 1 Send through own email client pg 42 Adding manual entries pg 45 2 Post on your website pg 42 3 Post a popup invitation pg 48 4 Send through SurveyMonkey Email pg 50 i Upload emails to a list ii Compose a message iii Send a reminder email iv Add new invitees to list and send message vV Senda 2 message to the same survey Use custom criteria vi Track the emails by status responses no response opt outs vii Export emails from the collector including opt out amp bounced emails viii Edit email addresses in an existing list IV Analyzing amp Exporting Data 2 0 00 ccsecccsneccssseccssseccssseeees pg 69 1 Browse respondents to edit or delete pg 0 Response Type pg 1 2 Creating filters pg 5 i Filter by response pg 5 ii Filter by properties or collectors pg 77 iii Managing multiple or saved filters pg 9 3 Cross tabs pg 79 4 Exporting data amp creating custom charts pg 83 5 Sharing survey responses pg 88 6 Custom reports amp sharing data pg 90 Ve NOG esis tet sicc es sstecettecttag E tesacceteueetenaaes pg 92 1 Share an account pg 92 2 Change emails
97. s over and over again when creating new Email Invitation collectors for different surveys Features of the Address Book Within this section you can Add Emails Remove Emails Download Emails Delete Lists gt oe ee How does the Address Book work When creating a list in the address book itself it stores the emails within a list e From here you will not be able to gauge the response status for a specific survey in the Address Book list o If you choose to create an Email Invitation collector to send to a list in the address book then you can gauge the response status in the actual collector for that specific survey Not within the address book e You can however view the opted out or bounced emails in the book list Is it the same as a Recipient List in an Email Invitation collector When you create a recipient list within an Email Invitation collector then that recipient list is something different When creating a distribution list you choose to e Send the survey to a list already created in the address book e Upload new emails manually each time a collector is created e Or choose to send it to emails sent in an existing collector Page 98 SurveyMonkey User Manual NOTE While you can use the Address Book to populate the recipient list once that list is populated inside the collector the association between the two is gone EXAMPLE If an email address is deleted from the Address Book all that does is
98. s requiring amp response are marked a vith an asterisk Check seeing 0n Enaiah Additional Information Setting a Answer Choice Limit There is a feature that allows multiple choice questions to limit how many choices a respondent can answer When creating a Multiple Choice Matrix Rating or Open Ended Multiple Answers Allowed type question set the Require Answer feature to where the respondent must answer according to any of the following options Require Answer to Question optional All Respondent must answer arange from 1 io 3 choices At least When the question ist all display this error message atleast At most This question re at most answer xecth Exactly ae Range Q Ifa limit is applied edit the error message so it corresponds to how the feature has been configured Then respondents will know what is expected of the answer EXAMPLE If you have a list of 10 items and you restrict the limit to exactly 3 answer choices can be selected we recommend editing the error message to be something like You have picked more than the allotted answer choice limit Please restrict your response to 3 choices Page 11 SurveyMonkey User Manual iii Text Validation When creating Single and Multiple Textbox questions you can validate how the responses are to be entered by the respondents e g whole numbers decimal numbers date format and so on You will see the Valida
99. sage simply click on the specific button Step 4 Select the Edit Message button located on the left side of the screen to customize the message Step 5 Click on the Create New Message button and configure the following 1 Who should receive the email 2 Customize the message enter the Reply address and click the Save and Preview button If you have already created a message in the past then you can copy the body of a previous message from the dropdown menu above the body text This menu stores up to 25 of the most recent messages created 3 Click the Schedule Delivery button to configure a delivery date and time or choose the option send the message immediately Page 51 SurveyMonkey User Manual Features of the Email Invitation Collector Collect Any time you want to access the list of emails that has received a survey or a if you want to send a new message or reminder simply click the Collect icon next to that survey Then click on the collector title that has been created The Message Manager for an Email Invitation collector enables you to do the following Track your respondents The Edit Recipients section shows the status of the emails Here you can check how many Responded Unresponded or Opt Outs you currently have It also shows the number of emails that are Unsent New Click on the View button to look at the email list for that Collector Search for specific email addresses You
100. spondents Their responses will be encrypted as they are delivered back into the Analyze section of your account Requested exports will be delivered to your computer in an encrypted format What level of encryption do you offer We have the following level of encryption Verisign certificate Version 3 128 bit encryption What does SSL encryption look like A survey link with SSL encryption will show the s in the http URL address It will appear as https www surveymonkey com s H2Y9H27 Page 102 SurveyMonkey User Manual This is commonly used for online banking sites or sites that transmit secured information In order to stay in compliance with HIPAA standards we recommend that SSL encryption be purchased for your subscription Is there an additional cost The cost is an additional 9 95 per month for monthly accounts 29 85 per quarter or 100 with the annual subscription You can choose to add SSL encryption to the account during the upgrade process If you need to add the encryption after you have upgraded send that request into our email support center We can add it for you 10 How do I cancel my account Depending on the type of account you have there are two options for canceling the account or simply canceling the auto renewal of a subscription Please take a look at the following options for the type of account you have Option 1 Basic Free Account Cancellation If you need to cancel the B
101. survey design simultaneously Yes people can work in the same account at the same time However any time multiple people edit the same object in our database we cannot store both changes So one is likely to be lost and may cause one person to get booted out or receive an error message Page 92 SurveyMonkey User Manual lf two people are working on the same survey at the same time then each one will not be able to see the changes made by the other person dynamically while logged into the account on his her individual computer e The refresh button must be clicked on each individual browser to see any additions or changes made by the other e If two people are working simultaneously together on the same survey then in order to avoid problems they should be in good communication with one another during the design process 2 How can I change the email address or login associated with my account You can change the username and the password under the My Account tab The Login Settings are located in the Account Summary section Click on the Edit button next to the username password or contact email to update them a ee gt Step 1 Click on the My Aecount Details Account tab Account Type Basic Free vograda to Professional Account gt Step 2 Click on the Account Summary button re a on the left side of the page gt Step 3 Change the email canal aa addresses in the Login Connac Emak mccke
102. te Text option in the list of features available under the question editor prompt NOTE The Numerical textbox does not have the validation feature since it only allows whole numbers negative numbers not allowed The validation features can be added to the following question types Single Textbox Multiple Textbox Multiple Choice One or Multiple Answers Allowed All Matrix types Rating KR WN w Essentially validation is available anytime you enable the Add Comment Field option to a Multiple Choice Matrix or Rating questions The Text Validation is located in the question editor When you click the dropdown menu the following validation parameters are available for the open ended comment boxes don t validate comment text 7 Validate Text optional sfe e must be a specific length at dete te ih i between 7 7 2008 amid 11 2010 A must be a whole number Text Format date MODY Y r must be a decimal number SS a e must be a date MM DD YYYY tees DD MM YYYY TRE hd or te the e must be an email address Check spelling n English iv Change Question Size and Placement When clicking on the Edit button associated with a question in the Design mode you will notice the Question Type amp Format option on the Question Editor page Depending on the type of question you can set a percent or fixed pixel question width column width or comment input box size Click on the Change Question Size amp P
103. the Done button on that generic end page the Thank You page will open as the last step Example Logic To view an example of how to set up skip logic click here Logic Tutorial For more information on skip logic visit our Tutorials section or click here Analyze Section Presentation of Logic Patterns amp Data When using Skip Logic to route respondents to different surveys within one design the tool combines all responses in the Analyze section You may need to create a filter to look at the responses associated for a specific survey or logic route To read more about filters click here You can also create a custom report to make only specific pages of questions visible Click here to learn more on creating custom reports EXAMPLE If you have one initial question asking respondents which survey or in this example which language survey they want then you can create a Filter by Response e Pick that language question in the filter query and then select the answer choice of English e When that filter is toggled on and active you will only see the respondents who picked the English survey Export the data with that filtered applied Page 22 SurveyMonkey User Manual B Editing an Existing Survey Once you have created a survey you can come back at any time to edit it even after it has started collecting responses The following section covers the editing capabilities once your survey has been created
104. the entire page to load before the popup is inggered lt script sro http beta survermonkey com jsPop aspx sm miOtbzpbrpSRLQs WEOHsOw 3d 3d gt lt script gt Page 49 SurveyMonkey User Manual 4 Send Link Through SurveyMonkey Email The Email Invitation collector enables you to create an email distribution list customize the invitation message schedule the delivery and manage track your survey respondents Five steps to create an Email Invitation Collector Step 1 Click the Collect on the My Surveys page Current Folder Everyday Suni s wo Manage Folders Title Search Created sort Modified aort lect Analyze 2o Example Comment Survey Thu 101 206 S26 AM 1 hour ago 1 Choose the 2 option of Upload your email list and have us send a survey invitation option 2 Name the collector 3 Click the Next Step button How Would vou Like te Collect Responses J a Create a link fo end in your own email mettage or te place on a webpage The Sie eed Petes eee bo Der eee MELL LE p u r p ae e T F a a a an Ca ale Es Pour oan amailh dnd have us tend a ours imehatior 1 ben wee or err_s a ee aed rer ieee Sn Poe bee Yeu bs oe E Sarge el i eel eS ee a PSS i yee Hl Fal Create pepup invitation for your webpage Te ee YO Ti De DO OE OF POD Pe On Pou AT Se Enter a Hame ter tis Link Hume Pare Eta bert ni a i Step 2 The Message Manager page opens You will s
105. therson Ww 2 Show responses of people who arewrered question What school do pou attend Delete wiih Chote Hadir ig SS Combine the logic How should the filters above be Combined O C every titer must match and logic C any fitter can match or logic E custom combination of fiers w To learn more about creating a Filter by Response please click here ii Creating Filters by Properties or Collectors To create a filter that looks for respondents who answered your survey according to a certain property then the Filter by Properties is a good way to view those This is handy if you want to e View respondents who answered the survey during a specific time period e Look for a specific tracked email address of a respondent who answered the survey via an Email Invitation collector If you used a Web Link collector you cannot filter by the email property e Look for a specific IP or email address The email address option is only active for Email Invitation Collectors e View only the respondents who have completed the survey e View only the respondents who partially completed the survey w To learn more about the principles of filtering please click here Page 77 Additional Information SurveyMonkey User Manual Professional subscribers can refine Filters by Properties such as e Survey date e Total response time e Response status e Response type e Email address e First nam
106. to ayer ewe saeco faira baka clicking on the Add Page button a an directly above or below an Ags Fast Dware existing question Siis 2h pale e es i of iw All pepe Page 1 Edi Page Mes Gage Geet Aid Lege B jeka ae To do this please use the following HHS RECA ee steps Click Me to get si arted with the Survey IF youd i to le we Survey at ery time fust click Exit this sureey Ur ansera wll De Sager Step 1 Click on the Design icon next to nie paawan Hars the survey title on the My Surveys Egi Gapiga Maree Capp Deha bi agen 1 do you iben in portland page To create a page break l ee Step 2 Click on the Add Page Here or ed Guvaton mere Spit Papa Hare Split Page Here button depending on aaj Movs c00y Dee where you want to create a new page 2 What de you like best about itt To create a 13 Delete a Page and Questions If you no longer need a page in the design you can delete it from the Editor When deleting there is an option to delete all questions currently on that page or move them to a different one NOTE If you delete a question then any responses collected on that question will be deleted Step 1 Access the Edit Survey mode by clicking on the Design icon for the survey Step 2 Here you see the survey design and you can select the page from the dropdown The Delete button is located at the top of the page Step 3 Click on the Delete button for that page and a prompt
107. ton on his her survey the response comes immediately back into that section v The response summary page shows the data in a bar graph presentation depending on the question types created v Now you can check the total response count percentages respondent count and response averages etc v Within this section browse through individual survey responses edit them or delete them In addition and as a professional subscriber the Analyze section allows for deeper analysis through the use of filtering cross tabulating and exporting Response Summary At the top portion of the summary page you will see the Total Started and the Total Completed respondent numbers SurveyMonkey saves response whenever the Next or Done button is clicked on the page ae 4 Response Summary Total Started Survey 13 Total Completed Survey 13 100 What is considered a Completed vs a Partial response gt Completed Response If a respondent makes it all the way through your Survey answers a question and clicks the Done button it counts as a completed survey gt Partial Response If the Next button is clicked and the Done button is not clicked then it will count as a partial response since the respondent has not yet finished the survey Those respondents that have clicked the Done button AND answered a question on your survey will be included in the Total Completed Survey number However it does not mean that ALL questions have
108. ts will then be anonymous However if you first choose No it will not be possible to recover the IP Page 38 SurveyMonkey User Manual or tracking information It will also not record a custom value number if you have customized the Web Link How to Save your Collector Settings Click the Save Settings button to save your settings You will then see the saved settings message for confirmation v Your collector settings have been saved Click the lt lt Back to Summary button to return to the Collector Summary page F ii Collector Restrictions These allow you to determine the limits for the survey link The following explains each restriction found under the Change Restrictions button and what it limits Restriction 1 Set a Cutoff Date and Time Restriction 2 Set a Maximum Response Count Restriction 3 Include Password Protection Restriction 4 Set IP Blocking t t t t Restriction 1 Set a Cutoff Date and Time The Cutoff Date and Time setting allows you to stop response collection on a specific date and time Click Set a Cutoff Date amp Time to open the Date and Time dialogue box Then from here you can configure those parameters once the cutoff date has been met respondents who access the link will see the closed survey message instead of being directed to the first page of the survey In addition the collector will display as closed the brown box icon will be closed on the collectors page for the surv
109. ur text file with your cursor and copy them Then paste them into the collector File Edit Format View Help tom ones myemai 1 com tom jones 1 Tjones myemail com t jones 2 Tom myemai l com tommy jones 3 Part 2 How to Add Your Formatted Emails into the Collector Once you have formatted the emails to add to your Recipients List follow these steps to bring them into the Email Invitation collector Once you get your emails into the suggested format copy and paste them into the Add Recipients prompt Please review these four steps on the following page Step 1 Select the Collect icon located next to the survey title Step 2 Click on the Add New Collector button located on the upper right side of the collector s manager page Page 56 SurveyMonkey User Manual Select the Upload your own emails and have us send a survey invitation option Then name this collector and click the Next Step button ma Upload your own emails and have us send a survey invitation You can upload your emails and we will send an survey invitation on your behalf TOU Can customize the message hatis sent and track who responds in your list Step 3 Pick the collector settings and restrictions and save them Step 4 Once you get to the Collect Summary page select the Add Emails to List gt Choose to copy and paste the plain text file into the textbox and enter them manually add them from a list in your address book or add emai
110. urveyMonkey User Manual 8 Tracking the Identity of Respondents If you want to track the identity of your respondents then this needs to be created initially before you send out the survey In order to track what survey response belongs to which respondent we offer three options 1 Create an Email Invitation Collector and send the survey through our email server 2 Create unique IDs and customize the Web Link Collector link Then send the individual customized links through your own email client Each link must be emailed separately For example If you have 10 respondents to track you will customize 10 links and then email 10 separate messages 3 Or create demographic type questions in the body of the survey Track by SurveyMonkey Email Invitation Collector When you use the Email Invitation collector you opt to have SurveyMonkey send a message on your behalf From here you will e Upload your emails into the Email List Edit Recipients section e Customize a message e Schedule the delivery of the message to the list Once responses are returned the Analyze section of the account tracks the responses by the respondent s email address first name last name and custom data field When you browse through each survey those fields are populated within each response in the top portion of it a Browse Responses Response Type Normal Response Collector Mew Email Invit Email kstarterfiqmail com Hame emei Custom V
111. vey to open the collector page Then click on the title of the Web Link collector Step 2 The summary page opens Select the Manual Data Entry button on the left side of the page amp Manual Data Entry Step 3 Click the Add New Response button on the upper right hand side of the page Step 4 Once the new response is added you will see the date start modified times and if it is finished From here you can also go back in and Edit or Delete a manually entered response Click the Add New Response button again to enter in a new entry survey tiile Living in Portland OR idit ntie design survey collect responses analyze results Q Get Survey Link collector name Employees Ldt Nance type Weblink stalus Open Click here to ta Change Settings Hs Manual Data Entry add a response ih add Now Pues 32 GB Change Restrictions This page ie Ton amering aa Pease miwani pease For eample You need to ariar a few EEpOmSER Collecked fom Paper version of your pumy OF you need o add responses aitor your suriy has Closed To dd new response Simpi Chk hie Add hea Hebbie butin Click here to edit or Close Collecion Now Date Started Date Moutitied Statue delete response BPG WOT AM SIRT 320 AM Finished Edit Reieonde Ceelete zH Ang 11 21 AM SOOT 3 18 AM Finished Edi Response l Caisin j SS 220 Ph SHar 3 19 AM Finished Edit Response Delete He GGH
112. wing three options A The Web Link Collector xq The Email Invitation Collector The Popup Window Collector The following sections provide information on each of the three types of collectors It explains what they do and walks you through how to create each one Page 41 SurveyMonkey User Manual 1 Create Link for Your Email Client or Post on a Webpage If you would like to send a link through your own email client like Outlook or Hotmail then this option provides the URL that you copy and paste into the outgoing message delivered through your email client g Step 1 Click the Collect icon to the right of the survey title 1 Choose the 1st option of Create link for email message or for a webpage 2 Name this collector 3 Move to the collector summary page by clicking the Next Step button NOTE This option provides anonymous responses to your survey If you want to track respondents using this method click here for additional information How Would You Like to Collect Responses Eine a link te gend in your own emajl mestage or to place on a webpage 1 Tht Setacle dnd fanties wart collect resconsec fie ginti iri i can On yir buray et yau Wi biir and pase e Upload your own emails and have us tend a tursey invitation Th can LO FOU PG eee ee A ee ey ren OP PO Deh TOU On Cus BO FOL EPL ae ii EE fa moenage halis sanl and ick who pe ponds in your isi lz Create 3 popup invitation hor your we
113. y Click the Next Step button to progress Step 2 The collector s summary page opens Click the Change Settings button located on the left side of the page and set the following parameters v Yes allow multiple responses per computer Recommended for kiosks or computer labs v No once a page is submitted respondents cannot go back and change responses You can allow edits to the responses while they are inputting one However it must be finished in one sitting NOTE With the Loop to Start active then every time the Done button is clicked the survey will go back to page 1 Survey Completion After the respondent leaves the survey Redirect to your own webpage O Close Window Check this option to Loop to start of survey and loop the survey back allow another response To page q Page 45 SurveyMonkey User Manual Step 3 In order to get the link to use for the data entry click the Get Survey Link button located on the left hand side of the collector s summary page Simply copy the link under sending survey in an email and provide that link to data entry people or use the link by copying and pasting into a web browser s address bar B Adding Data Entry within the SurveyMonkey Account You can add a manual response directly to a previous Web Link collector This is good if you need to enter a handful of responses and you are the account holder Step 1 Click the Collect icon for that sur
114. y by collector If you want to only see the anonymous surveys then you could filter by the Anonymous collector Example 2 amp 3 Specific Groups Ex 2 You are an educator and need to survey Student Responses Teacher Responses and Administrator Responses You can essentially create a collector for each individual audience Here you could create three different collectors or however many to send out to each specific group e Student Collector e Teacher Collector e Administrator Collector Apply filters later to specifically look at one specific collector s responses in the Analyze section e g look for the student responses only Ex 3 Your organization has offices worldwide and you want to survey each office separately but still have all the data combined in one results summary Here you could create the following three or however many offices you have collectors e Hong Kong Office e San Francisco Office e London Office Create the settings and restrictions for each office collector and send them out accordingly Once you are in the analysis phases you will have all the data in one combined report Apply filters by a collector to look at each office individually survey tithe Living in Portland OR L t Tie l design survey c llect responses analyze results Tar Collectors for Living in Portland OR Below is EA of the collectors you 406 currently using lo collect pespomees To wire the del
115. y rom scratch lf you are 5 Professional user and Peed dresa Spark Sere one Of Gur pr d apes bo ody Sd ue Por tree How Would You Like to Create a Hew Surrey O Create a new survey from scratch Pi Copy an existing survey lt 4 Salect an Eating Sureeye Use a survey template Select 4 Template Categon Enter a Tithe for this Survey Title irae 108 Page 14 SurveyMonkey User Manual 8 Editing a Theme As a Professional subscriber you can edit an existing theme or add a new one by modifying an existing theme template While in the design these options are visible in the Edit Survey mode To brand the survey to fit your organization s needs do the following a The color picker allows you to enter in your own hex code for specialized colors b Add elements like Bold Underline or talics to the text in the title page titles amp descriptions question headings amp choices exit link and error text message Click here for more information in using HTML in the survey design itself c Add a logo to the survey header d Add images into the body design e Create a redirect or survey completion option to your company s URL Edit or create a new theme for a survey the following way Step 1 Click the Design icon next to the survey title to access the Edit Survey mode Step 2 Click on the New or Edit Theme button survey tithe Living in Portland OR Edit Tithe
116. yGereccoutcom miie ee Settings section 3 Why is the time zone wrong Can I set the surveys or account to my time zone You do have the ability to change the time zone on your account When you access the My Account section click on the Account Summary button on the left side of the page The Preferences section allows you to change the default time zone See image on p 94 Page 93 SurveyMonkey User Manual Account Overview PETS gt Step 1 Click on the My Account tab oreo to Professional accou gt Step 2 Click on the Account TEn Summary button on the left hand side TO A of the page gt Step 3 Change the Time Zone Setting under the Preferences section Accel lypi Bae F r i Preferente Kewiietien Mol bubscnbed Tame come OMT 08 Pacis Time us Can 4 How do change my subscription plan I want to change from monthly to yearly How can I change the Credit Card If you want to upgrade your monthly account to an annual one just click on the My Account tab Select the Account Summary button Here you will see the Billing Profile option to Upgrade to Annual Now To change your account from monthly to yearly please follow these steps Account Details gt Step 1 Click on the My acce Type Poesia Monty a Account tab Subscription Renewak Enabled On 06 22 07 your Cancel Renawal gt Step 2 Click on the Account subscription will ae Summary button automatically renew Recnu

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