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SurveyMonkey User Manual Table of Contents & Summary I. Getting Started …..………………………………………………………………. pg. 3 1. Creating accounts and upgrading 2. Pricing and payment options 3. Features of Basic and Professional accounts pg. 3 pg. 4 pg. 5 II. Survey Design …………………………………………………………………... pg. 7 A. A new survey 4. Where to begin 5. How to add questions and pages (or pull from our Question Bank) 6. Types of questions available and Features a) Types of questions b) Features i. Adding a comment field ii.
SurveyMonkey User Manual 1. Send through own email client pg. 35 - Adding manual entries pg. 35 2. Post on your website pg. 35 3. Embed survey or create popup invitation pg. 36 4. Post the survey on Facebook pg. 36 5. Send through SurveyMonkey Email pg. 37 i. Upload emails to a list ii. Compose a message iii. Send a reminder email iv. Add new invitees to list and send message v. Send a 2nd message to the same survey/Use custom criteria vi. Track the emails by status – responses, no response, opt outs vii.
SurveyMonkey User Manual I. GETTING STARTED Welcome to SurveyMonkey! This user 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.
SurveyMonkey User Manual 2. Pricing and Payment Options SurveyMonkey offers several paid plans. All plans are billed annually except for the SELECT monthly option. To see our pricing and feature comparisons, please visit the following page on our site: Plans and Prices. NOTE: We don’t offer pro-rated refunds on plans. If you anticipate needing the account for a short amount of time, purchase a SELECT monthly plan.
SurveyMonkey User Manual SSL Encryption: If you are concerned about security, we offer SSL encryption for the survey links and exports. 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 regulations, we recommend a paid plan.
SurveyMonkey User Manual Accessible and 508 compliant and certified surveys (*U.S. only) Limit of 3 collectors per survey b. Paid Plans: SurveyMonkey offers the following paid plans: SELECT Monthly or Annual plan features GOLD plan features PLATINUM plan features GOLD and PLATINUM plans provide additional Advanced Logic features such as: Random Assignment Question Piping Question Randomization With the PLATINUM plan, you can take advantage of our white label feature.
SurveyMonkey User Manual 14. 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 management and/or analysis. II. SURVEY DESIGN A. New Survey 4. Where to Begin? When you are ready to create a survey, click Create Survey located on the page header of your account.
SurveyMonkey User Manual a. After creating the title, the Edit Survey page immediately opens. b. Click Add Question to insert your first question. c. If you want to add pages, simply click Add Page Here where you want to insert a new one. 5. How to Add Questions and Pages Once you begin designing a survey and every time you add a new question, a window opens within the designer. Choose the question type from the drop-down menu. 1. Type the question text into the provided textbox. 2.
SurveyMonkey User Manual Use SurveyMonkey’s Question Bank to Get Started: Choose between several categories that contain hundreds of questions created and certified by our very own survey methodologists. Using Question Bank minimizes bias and gives you the most accurate responses to your survey questions. To learn more about this, visit the following FAQ: What is Question Bank? 6. Available Question Types and Features a.
SurveyMonkey User Manual Multiple Choice Types: When creating a multiple choice question (one answer or multiple answers), choose to include a comment field as an answer choice or keep it as a separate comment field. In the question design, you can: Modify the Field Label. Configure the comment box size. Change the size based on a ‘characters wide’ parameter.
SurveyMonkey User Manual Additional Information: Setting an Answer Choice Limit There is a feature that allows multiple choice questions to limit "how many" choices a respondent can answer.
SurveyMonkey User Manual Essentially, validation is available anytime you enable the Add Comment Field option to a Multiple Choice, Matrix, or Rating question. The Text Validation is located in the question editor.
SurveyMonkey User Manual questions located underneath one another, then leave the default of Start question on new row. 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 additional space above that question.
SurveyMonkey User Manual Step 2: Choose Copy existing Survey. Select the name of the survey to copy in the provided drop-down menu. Name the survey and then you have the choice to: Select that survey and modify it. Select as is and move directly on to create a link and send it to your audience. 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.
SurveyMonkey User Manual 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 Create Custom Theme or Edit Theme. Step 3: On the Design page, select the theme you wish to modify from the drop-down menu. Click Create Custom Theme 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.
SurveyMonkey User Manual i. Page & Question Numbering You can edit the page and question numbering of a survey. Choose between the following options: Page numbering Question numbering Or both options If you choose the “Page Numbering” option, you can number each page of questions separately or number the questions sequentially over the entire survey. NOTE: To have your own numbering system, uncheck the 'Use Question Numbering' option under this section.
SurveyMonkey User Manual 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. How to add a logo: Step 1: Click the Design icon next to the survey title on the My Surveys page: Step 2: Choose Survey Options and scroll to the Add Logo to Survey section: Step 3: Click Browse...
SurveyMonkey User Manual iv. Survey Pages and Title You have the ability to hide the survey or page titles from respondents. You, as the survey creator, will still see them inside the design editor. How to hide the titles: Step 1: Click the Design icon next to the survey title on the My Surveys page. Step 2: Click Survey Options located on the left side of the page. Step 3: Scroll down to the section that says Survey/Pages Titles and uncheck the option to Show Survey Title in Actual Survey.
SurveyMonkey User Manual 10. Skip Logic & Advanced Logic Skip Logic: The goal of skip logic is to direct respondents through different paths in the survey based on a response to a previous question. This feature is available in all paid accounts. Key points to remember: With question or page skip logic in place, you can force respondents to jump to a specific page. Only the multiple choice questions (One Answer and Multiple Choice Answer) allow logic to be added.
SurveyMonkey User Manual Question and Answer Piping: SurveyMonkey's question and answer piping feature allows you greater control and precision over question wording by automatically including the answer choice as part of a question. You can also pass a previously selected answer as a new answer choice into a follow-up question. This feature makes designing a survey easy! It also helps respondents feel more comfortable when answering your survey, thus it yields optimal data quality.
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 what you can do once a survey is created. 11. Copy or Move a Question You have the ability to copy or move pages and questions within the design. While in the Edit Survey mode, you will see the Move or Copy buttons at the top of each question or page.
SurveyMonkey User Manual Step 2: Click Add Page Here or Split Page Here depending on where you want to create a new page. 13. Delete a Page and Questions If you no longer need a page, you can delete it. 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 the Design icon for the survey.
SurveyMonkey User Manual 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. NOTE: After 14 days of the deletion, you will not be able to restore the question. Any responses collected on that question may also be purged from the survey. 15.
SurveyMonkey User Manual To add an answer choice, click the Add Choices button under the current choices. The Add Choices button provides a textbox to manually type in a new choice. A drop-down menu appears. Pick where in the list you want the answer to appear. Or choose the Edit Choices button to edit a current one. 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 Edit Choices.
SurveyMonkey User Manual i. Print Survey Design: 1. Click Print Survey from the Edit Survey page. 2. Choose the Print Style from the drop-down and if you want the survey title and page numbers displayed. Choose the orientation and paper size. 3. Click Download Printable Survey. The survey prints individual pages by default. Click Print Without Page Breaks to produce an overall survey print. The PDF is a 'snap-shot' of the survey design.
SurveyMonkey User Manual Which Print Style should I select? The Optimized For Printing will be in black and white. 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 from the orientation drop-down menu. The landscape orientation will print the survey horizontally across the page. Paper size options: Letter 10.63 x 13.
SurveyMonkey User Manual i. Print PDF of Summary Results: Step 1: The PDF option is located on the Response Summary page under the Analyze icon. Step 2: Click Download Responses located on the left hand side of the Response Summary page. Step 3: Choose the Summary Report and then PDF format. Select your print style, orientation, and paper size. Finalize the print setup by clicking Request Download. NOTE: Open-ended comments can be printed on PDFs.
SurveyMonkey User Manual Website: Embed your survey on your website or display it in a popup window. Share on Facebook: Easily distribute your survey to your friends and colleagues on Facebook. Post a link on a Wall or embed the survey on a Page. These collector types are located under the Collect icon: Each survey will have a collector page that lists each collector created for it. There are no limits to the number of collectors for paid accounts.
SurveyMonkey User Manual What options are available under the Settings and Restrictions? i. Collector Settings: Allows you to determine the settings for the survey link.
SurveyMonkey User Manual What do the Yes/No settings mean if you allow editing or not? I. 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. II. Yes: (Option 1 selected in the image above) Respondents can edit or go back to a previous page while taking the survey or until it is finished.
SurveyMonkey User Manual What do the Yes/No settings mean if you allow multiple responses? NOTE: When allowing multiple responses, the survey should be finished in ONE sitting. No one can come back to edit or finish an incomplete survey. The link always opens to a new, blank survey each time it is clicked. No: Respondents cannot go back into previous pages to edit. Once Next or Done is clicked, respondents will not be able to go backward in the survey to make edits.
SurveyMonkey User Manual Setting 5: 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 for a new response. 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.
SurveyMonkey User Manual ii. Collector Restrictions: Restriction 1: Set a Cutoff Date and Time Restriction 2: Set a Maximum Response Count Restriction 3: Include Password Protection Restriction 4: Enable IP Blocking 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. Check the box for Set a Cutoff Date & Time to open the dialogue box. From here you can configure those parameters.
SurveyMonkey User Manual 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.
SurveyMonkey User Manual C. Options to Send the Link SurveyMonkey provides several options for sending the survey to your audience. All three options are listed under the collector section for each survey. To get started, click the Collect icon and then choose how you want to send the link.
SurveyMonkey User Manual Create a new Data Entry Collector. Or add a response for a specific email address in the Edit Recipient section of the Email collector. Learn more! 2. Website Collector: Any SurveyMonkey user can create collectors that will generate popup surveys or embed the survey within their own personal sites. This does involve copying a snippet of code into the back end of your web page.
SurveyMonkey User Manual 4. Email Collector: The Email collector enables you to create an email distribution list, customize the invitation message, schedule the delivery, and manage/track your survey respondents. Click the Collect Learn more! on the My Surveys page, and choose the 2nd option of Email. Features of the Email Collector: 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.
SurveyMonkey User Manual Additional Information for Using Email Collectors: The following sections explain how to perform other tasks in the Email collector. This next portion covers the following topics: 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 2nd message to the same list & recipients. How to check the status of emails on your list. How to export emails from your list including opt outs.
SurveyMonkey User Manual iv. Add New Emails to an Existing List and Send Those the Survey Add an email address (or several) to an existing list and then send only the new email(s) a message. Click the Collect icon to open the list of all saved collectors. From here you will click on the title of the collector that has already been sent the first message. This opens the Message Manager page for that survey. Upload your new emails, and choose to create a new message. Learn more! v.
SurveyMonkey User Manual Opt Outs & 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 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.
SurveyMonkey User Manual IV. ANALYZING & EXPORTING DATA SurveyMonkey allows you to analyze the survey data within the Analyze section. As soon as a respondent clicks Done on the survey, the response comes immediately back into that section. The response summary page shows the data in a bar graph presentation (depending on the question types created), or you can create custom charts. You can check the total response count, percentages, respondent count, and response averages, etc.
SurveyMonkey User Manual How to View the Open-Ended Responses on the Summary page? Open-ended responses are located on the summary page. Click Show Responses button next to the open-ended comments. This opens the Comment Summary window. Within this window, you see all of the open-ended responses listed: NOTE: Click View Responses to jump directly to a specific respondent’s results when the comments open. 1.
SurveyMonkey User Manual 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 tofield and click Go to jump to a specific respondent’s results. Response Type: The top portion of each response contains the Response Type section.
SurveyMonkey User Manual Scroll through the survey by accessing the Next button. When you get to the question to edit, you can either select a different answer choice or type a different response into the comment box. Continue all the way through and click the Done button to close the survey. Now you will be looking at the Analyze section and the Browse Responses page again. Click the refresh button on your browser menu to see the new changes. B.
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 1st 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 3rd as #3, and so on.
SurveyMonkey User Manual 2. Creating Filters Any of our paid plans offer the ability to filter data based on certain criteria. 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.
SurveyMonkey User Manual 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 Add Filter Response and the first filter parameter within this one "School" filter would be: Show respondent who answered....
SurveyMonkey User Manual If 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. If 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. Click the Save Changes button when you are finished. In this example, choose the option to "match any" or filter.
SurveyMonkey User Manual Filter by Properties: You can create filters based on the properties of the collector link: Survey date Total response time Response status Response type Email address First name Last name Custom value IP address Filter by Collector: 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. iii.
SurveyMonkey User Manual Cross tabulated—or cross tabbed—data is useful for showing a side by side comparison of two or more survey questions to determine how they are interrelated. In statistical terms, it is a joint distribution between two or more discrete variables such as product usage and demographics. A crosstab gets its name from the layout of variable definitions into rows and columns thus making a table or matrix format.
SurveyMonkey User Manual If you need the entire results format, you may do the following: Pick the All Responses Collected option. Next choose either the 'condensed' or 'expanded' columns and the 'actual choice text' or 'numerical value' cells. You may also choose if you want to include the Open-Ended Responses, or if you wish to download existing filters and/or cross tabs applied on the entire results set. The data will be delivered to the email address that you specify during this configuration.
SurveyMonkey User Manual 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 gray header with the applied filter information will be visible on the Results Summary page. Next, click Download Responses.
SurveyMonkey User Manual 1. Choose a Chart Type. 2. Create the Chart Settings. 3. Download the Chart. 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. Step 4: Part 1: Click Chart Settings and choose your type.
SurveyMonkey User Manual Choose to include all "categories", i.e., columns from the question, or choose to show only a select few. Sort the data by descending or ascending values. For a Rating question, choose Chart Average Values to plot only the Rating Averages. Step 5: Click 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.
SurveyMonkey User Manual 5. Sharing Survey Responses with an Audience Any paid users have the ability to let others view the results without giving them access to their account through the Share Responses link. The results link you provide updates as your results do! You determine the level of access to the data. You decide to share the Summary Results only or to provide access to all of the individual responses, or All Responses.
SurveyMonkey User Manual 6. Custom Reports and Sharing Data Paid users 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 items you can accomplish with this are: Choose to only view certain questions instead of all questions in the survey. o 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.
SurveyMonkey User Manual The Default Report initially opens each time the page is accessed. Step 3: When you click Add Report, name the new report and uncheck any question or page of questions you do not want visible. Click Save Report when you are finished. You can then export the data with the custom report applied.
SurveyMonkey User Manual V. MY ACCOUNT The following section addresses many questions that subscribers have about using their accounts. These topics range from changing logins to canceling the auto-renewal. Please look this over for questions you may have regarding account maintenance. 1. 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.
SurveyMonkey User Manual 3. How do I change my plan? I want to change from m onthly to yearly. How can I change the Credit Card? If you want to upgrade your monthly plan 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: Step 1: Click My Account from the username drop-down menu in the upper right.
SurveyMonkey User Manual ii. Change Credit Card Details: A. Active Account: If the account is a paid status and you want a different card to be charged, you can change the credit card details the following way: Click on My Account from the username drop-down menu in the upper right. Click the Billing Details tab. Click the Edit button next to the Payment Information. Here you can enter your new credit card details for the currently active account. B.
SurveyMonkey User Manual 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. 5. 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.
SurveyMonkey User Manual Features of the Address Book: Within this section, you can: Add Emails Remove Emails Download Emails Delete Lists How does the Address Book work? When creating a list in the address book itself, it stores the emails within a list. From here you will not be able to gauge the response status for a specific survey in the Address Book list.
SurveyMonkey User Manual Additional Information: Syncing Address Book with Email Collector The Address Book does not automatically update any new emails uploaded into an Email 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. 7.
SurveyMonkey User Manual Track by the Web Link Collector: If you choose not to have SurveyMonkey send a message and instead want to use your own email client to send the message, there’s an alternate way to 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.
SurveyMonkey User Manual 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. 8. 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.
SurveyMonkey User Manual As of January 2011, we launched new SurveyMonkey Plans: SELECT, GOLD and PLATINUM. SSL is a feature within these plans, so there is no additional cost. Our older, grandfathered plans of PRO and Unlimited do not have SSL as a feature. If you are still on an older plan, to gain access to SSL you’ll need to upgrade to one of our newer plans. 9.
SurveyMonkey User Manual 10. How do you keep our data secure? The data you collect is kept private and confidential. You are the owner of the data collected or uploaded into surveys. We will use your data in accordance with our Privacy Policy. To review our policy, click on the Privacy Policy link in the footer of our main SurveyMonkey site. To review how we keep your data secure, please review our Security Statement. VI.
