Step 4: Creating your survey

Here you can create and maintain your surveys.

Explanation

1. Add a new survey; you get a pop-up window
2. Add a new question; you get a pop-up window
3. Add a new answer; you get a pop-up window
4. List of available surveys
5. Edit an existing survey, question or answer
6. View an example of your survey (don’t forget to allow pop-ups in your browser)
7. Manage the order of your questions and answers
8. List of questions of the selected survey
9. Here you can mark which question within your survey you’re using as the NPS question
10. Which question or answers are active within your selected survey
11. List of answers to the selected questions in your survey
12. “Processed” shows all sent surveys to the respondents from the selected survey
13. “To Send” shows all surveys yet to be sent to your selected survey
14. (Only available when the “To Send” tab is selected) This button gives you the opportunity to import or manually add respondent information for sending your selected survey (see how to ‘Import’)
15. (Only available when the “To Send” tab is selected) When you push the button “Send” your selected survey will be sent to the imported respondents, as shown in the table below

Managing your survey settings

When creating or maintaining a survey you get a pop-up screen with the survey settings

Explanation

1. Add (or edit) a new survey (a pop-up screen will appear).
2. Name of the survey.
3. The main language of the survey.
4. The category gives you the opportunity to add an extra dimension, by connecting a table to your survey. You can add or edit your table in the tables tab, for instance, an extra dimension can be different departments in your organization.
5. List with the linked email templates.
6. With the “X” you can delete the selected template or group.
7. Message Medium lets you choose if the survey will be sent by email or by SMS. Or even both options, if you choose both. The system will try the first option first and if that option is not possible because the email address or the phone number is missing, it will try the second option.
8. Departments to which the survey relates to.
9. How and if the NPS results of the survey will be shown on Dashboard I.
10. If the NPS results of the survey will be shown on Dashboard II.
11. With the button ‘CLF Survey’ you can turn the selected survey into the survey that will be sent out to respondents after completing the CL Feedback module. Only one survey can be designated as a CLF survey.
12. Here you can add user groups to this survey, when adding a user group, the people within that group will be the only ones allowed to see the results from this survey.
13. Tabs to add or change different languages.
14. Add a new language for the survey.
    (as soon as the language has been added as text, this language choice is available in the survey for the respondents)
15. Click here to activate the survey.
16. Intro text on the first page of the survey.
17. Text that will be displayed when the respondent has completed the survey.
18. Text that will be displayed when the respondent clicks on the survey link in the e-mail when the survey has already been completed by the respondent.
19. Text that will be displayed when the respondent unsubscribes for a survey.
20. There are three types of test modes
    1. Normal mode: everything functions as normal. Test modus is not active.
    2. Full test mode: next to the test mode button you can add an email address. Everything functions normally but all the surveys will be sent to the added email address.
    3. Compact test mode: next to the test mode button you can add an email address. All the survey weblinks of all respondents will be grouped in one email and sent as a group to the added email address.
21. Assign your desired classification labels to the selected survey.