SURVEYMONKEY CONVERSION GUIDE 5/7/2007 An Introduction and Guide for Utilizing the New Monkey Copyright ©1999-2007 SurveyMonkey.com. All Rights Reserved. No portion of this guide may be copied without the express written consent of SurveyMonkey.com.
SurveyMonkey Conversion Guide Conversion Guide Table of Contents I. Introduction – The New Face of the Monkey ………………………............... pg. 2 ♦ Overview ♦ Chart of Enhancements II. Account Management ……………………………………………………………………………. pg. 3 ♦ Unlimited Survey Responses ♦ Added Options & Control III. My Surveys / Surveys Design & Capabilities ………………………………………… pg. 4 ♦ Added Features, Question Types, etc. ♦ Enhanced Capabilities: editing, printing, etc. IV.
SurveyMonkey Conversion Guide I.
SurveyMonkey Conversion Guide Enhancements to the Monkey: The following is a brief overview by sections within an account. Please refer to pages 19 – 23 for the appendix of features.
SurveyMonkey Conversion Guide 1) The “Unlimited” survey response is a new and exciting feature that we offer to our Yearly Professional subscribers. If you purchase a Yearly subscription, you will receive unlimited survey responses on all surveys in the account! 2.) The tool offers more control to you, the account holder, in managing your personal account information. You can now control the following: a. b. c. d. Change login email/username and contact email.
SurveyMonkey Conversion Guide capabilities in the “My Surveys” tab and “Edit Survey” section. The following list reflects some of what you will see (Also view Appendix 3 on pg. 20 for table and quick reference): 1.) To make survey design less time consuming, we now offer survey templates covering different industries for Professional accounts. These pre-designed templates are available in the “Create Survey” tab. 2.) A new “Title Search” function is available on the My Surveys page.
SurveyMonkey Conversion Guide Now the upgraded site enables you to designate the order of the column headers going from n to 1, from 1 to n, or any weighting scheme you require. 10.) The Image type question now enables you to directly upload an image saved on your computer rather than creating a URL for that image (You no longer have to create a URL or upload an image to a separate hosting site). 11.) You have the ability to edit Question Size or Comment/Input box size.
SurveyMonkey Conversion Guide You can hide answer choices that you do not want future respondents to see. You can change the questions to other compatible types. If you have responses on a Single Choice type, you can change it to a Multiple Choice type. However, once a survey does have responses on it, you cannot change the question to an incompatible question type, nor can you delete answer choices that have existing responses. 2.
SurveyMonkey Conversion Guide Overview of “Theme Preview” when editing or creating a new theme: Survey Font & Background Survey Title Page Title & Description Question Heading & Question Choices /Rows Progress Bar Exit Link Required Asterisk & Error Text Page 8
SurveyMonkey Conversion Guide IV. THE COLLECTOR: Collectors • Capture Responses: Create Different Types of Collectors to Capture Different Kinds of Responses SurveyMonkey has created a concept that was not available in the previous site. Earlier, the guide mentioned “collectors” and you might be wondering how that works. Basically, a collector enables you to collect responses for a survey. Once you are ready to distribute the survey to your audience, collectors are created under the Collect icon.
SurveyMonkey Conversion Guide Example 1: If you are an educator and need to survey “Student Responses,” “Teacher Responses,” and “Administrator Responses,” then you can essentially create a collector for each individual audience.
SurveyMonkey Conversion Guide Previous “Option” Icon vs. Collector Settings & Restrictions (Collector Summary): You may think that the Options icon from the previous Monkey is missing, but it‟s not! The previous “options” from the old Monkey are now set up when creating the Collector Settings and Restrictions.
SurveyMonkey Conversion Guide V. EMAIL LIST & MESSAGES – EMAIL INVITATION COLLECTOR: Email List & Message Center • Create Recipients: Add/Remove Emails, Export Lists, Edit/Add Resposes, & Track Respondents • Address Book • Cancel Delivery or Re-Schedule Delivery The previous SurveyMonkey contained a tab in the menu header named “List Management.” Some users might wonder what has happened to that tab.
SurveyMonkey Conversion Guide search feature in the email list section, you can search for that specific email in the list. No longer will you have to scroll through all emails to find the specific one you want to edit or track. In our efforts to reduce spamming, the new Monkey has enabled a new opt out for the messages delivered by SurveyMonkey. In the previous Monkey, if a respondent selected the “remove link” in the message, it would change the status of the address to “declined” in the list.
SurveyMonkey Conversion Guide New Function of the Survey Link Sent Through the Email Invitation Collector: Let‟s address the email link that is now generated by SurveyMonkey in the Email Invitation collector. In the past, customers have inquired if a person can start the survey on one computer and then finish the survey later on a different computer. Or if one person can start a survey and a different person finish the survey (e.g. 360 degree surveys, surveys filled out by a group, etc).
SurveyMonkey Conversion Guide When it is time for you to view your results, you will notice a few changes under the Analyze section in the areas of filtering, exporting, and sharing responses. Many of the same functions are available like viewing the entire summary of results versus browsing individual responses. These new features and upgrades now enable you to perform enhanced analyzing and exporting (see page 23/Appendix 5 for chart or quick reference).
SurveyMonkey Conversion Guide If you request to include the open ended comments, you will see them presented with each question that allowed open ended comments. This will make printing and viewing the comments easier for subscribers. Summary Only Spreadsheet: * The red arrow in this example highlights the tabs. To progress to the next question, just click on the “question” tab. The open ended comments will also appear below the question if it had a comment field.
SurveyMonkey Conversion Guide VI. ADDITIONAL SERVICES: SurveyMonkey would like to offer additional levels of service regarding survey design and drafting effective surveys. A survey design how-to section is in the works and will address guidelines and tips for writing effective surveys. Some of the key concepts relate to the kinds of survey questions (e.g. leading, double barreled, unbalanced rating scales, etc.), your survey audience, the survey‟s purpose, response rates, and various topics.
SurveyMonkey Conversion Guide Appendix 1: SurveyMonkey uses icons and buttons in the survey tool to help you identify certain features of the site. These icons or buttons will take you to a section of the website that will allow you to set up or perform certain functions. The following is a visual reference of the commonly used icons/buttons on the website: Buttons associated with the My Surveys page: The Design icon enables you to access the survey design/edit mode.
SurveyMonkey Conversion Guide Buttons associated with the My Account Section: Account Overview shows the account type, settings, etc. Billing shows the billing profile, payment info, and invoices. Transfer Survey transfers/copies surveys between accounts. Event Log shows the account activity. Buttons associated with the Email Collector: View Summary shows a collector’s settings/restrictions. Edit Email List shows the list manager and addresses. Edit Message: create, view, & schedule/cancel messages.
SurveyMonkey Conversion Guide Appendix 2: New Wording of Questions & New Types • Multiple Choice - (Only One Answer Allowed) • Multiple Choice - (Multiple Answers Allowed) • Matrix of Choices -(Only One Answer Per Row Allowed) • Matrix of Choices - (Multiple Answers Per Row Allowed) • Matrix of Drop Down Menus • Rating Scale - (Assign a Weight to Each Choice) • Single Texbox • Multiple Textbox • Comment Essay Box • Numerical Textbox • Date and/or Time • New! Demographic Info - (US) • New! Demographic Inf
SurveyMonkey Conversion Guide Appendix 3: Table of the Upgrades for the My Surveys / Survey Design & Capabilities: Questions & Features • 1 New Question Type • Limit the Number of Answer Choices for Multiple Choice & Matrix of Choices Questions • Single Choice / Multiple Choice allow 1, 2, or 3 Column Setups • Date and Time Configuration Flexibility • Matrix Types Now Allow a Comment Field • Matrix Rating Configuration Flexibility Design Options My Surveys / Settings • Adding Images Directly from your
SurveyMonkey Conversion Guide Appendix 4: Overview of the features in the Email List and Email Message Center: Create an Email List Add/Edit Response from the List Manage/ Track Emails Email List Search for Emails in a List Add, Edit, or Remove Emails Export the List by Status Create the Invite Message Access "Saved Body" Messages Email Message Schedule the Delivery Cancel or ReSchedule Delivery Page 22
SurveyMonkey Conversion Guide Appendix 5: Overview of the Analyze Section: Page 23
