SURVEYMONKEY USER MANUAL 1/30/2009 Customer Guide for Account Navigation, Survey Creation, Survey Distribution, & Data Analysis Copyright ©1999-2009 SurveyMonkey.com. All Rights Reserved. No portion of this guide may be copied without the express written consent of SurveyMonkey.com.
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 6. Types of questions available and Features a) Types of questions b) Features i. Adding a comment field ii. Required to answer iii.
SurveyMonkey User Manual ii. Collector Restrictions C. Sending out the link ………………………………….…………………………………………… pg. 42 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. 49 4. Send through SurveyMonkey Email pg. 51 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.
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.
SurveyMonkey User Manual 2. Pricing and Payment Options SurveyMonkey offers the following packages for the Professional subscription (Prices are in USD): 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.
SurveyMonkey User Manual SSL Encryption: If you are concerned about extra security, we offer SSL encryption for the survey link, 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 regulations, we recommend that SSL encryption be purchased for your account.
SurveyMonkey User Manual Randomize/sort answer choices Accessible and 508 compliant and certified surveys Limit of 3 Collectors per survey b. Professional Account Professional subscribers have access to a wealth of advanced features. In addition to the Basic features of SurveyMonkey, Professional subscribers have unlimited access to all of the features described below: No Limits - You can create surveys with an unlimited number of questions, spanning an unlimited number of pages.
SurveyMonkey User Manual 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. Cross Tab Results - Cross tabulated data is useful for showing a side by side comparison of how respondents answered two or more survey questions.
SurveyMonkey User Manual a. After creating the title, the Edit Survey page immediately opens. b. Click on the Add Question Here button to insert your first question. c. If you want to add pages, simply click the Add Page Here button where you want to insert the page. 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. 1.
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 add. You can also view the question examples on our homepage under the types of questions link.
SurveyMonkey User Manual Modify the Field Label. Configure the Comment Box Size. This enables you to change the size of the comment box based on a „characters wide‟ parameter. 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. Customize the error message if a respondent fails to answer the comment box.
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.
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, etc). You will see the Validate Text option in the list of features available under the question editor prompt. Please Note: The Numerical textbox does not have the validation feature since it only allows whole numbers (negative numbers not allowed).
SurveyMonkey User Manual 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. Then the rows of choices will not appear so condensed.
SurveyMonkey User Manual 7. Copy a Survey The ability to create a copy of any survey is available to all subscribers. This is done under the Create Survey tab. Please note: If the survey has any responses, the responses will not be copied. Only the survey design itself is copied. No collectors or their settings are copied from the original survey. Create a new collector and select a saved custom theme in the Theme Dropdown menu on the copied version or edit a new one.
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. If you want 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.
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 & 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.
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. Please note: To have your own numbering system, then 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.
SurveyMonkey User Manual To delete the logo, click the Delete Logo button. To re-size the logo, edit the size and resolution of it in your own image editing program. Then reinsert it into the design. 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.
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. 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.
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.
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 Question and Page logic on the same page. PAGE Logic does NOT require a specific answer and will jump automatically to the designated page no matter what is answered on the page.
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. Please 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.
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 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.
SurveyMonkey User Manual 12. Add a Page or Insert Page Break You can add a page into your survey by clicking on the Add Page button directly above or below an existing question. To do this, please use the following steps: Step 1: Click on the Design icon next to the survey title on the My Surveys page. Step 2: Click on the Add Page Here or Split Page Here button, depending on where you want to create a new page. 13.
SurveyMonkey User Manual 2. Move all questions to the page above. 3. Move all questions to the page below. (Click the Yes, Delete Page when you are finished) Part 1 of 2: Click on the Delete button Part 2 of 2: Choose your option and click "Yes, Delete Page.
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 next to the survey title on the My Surveys page: Step 2: Click the Restore Questions button on the left side of the page.
SurveyMonkey 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.
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. Click the Update Choice button when you are finished.
SurveyMonkey User Manual C. Print Survey Design or Data There are a couple of print options for Professional subscribers. One PDF 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 select if you want the survey title and page numbers displayed. Choose the orientation and paper size. 3. Click Download Printable Survey.
SurveyMonkey User Manual Paper Size Options: Letter 10.63 x 13.75 in Legal 10.63 x 17.50 in A4 210mm x 297mm Tips: Logos in the logo header bar do not print. But images in the survey design body will print on the PDF. Dropdown menu choices do not print. Avoid using dropdown menu answer choices if you need to print a PDF of the survey. Skip Logic patterns will need to be explained if using a hard copy.
SurveyMonkey User Manual III. 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 or URL. The following section contains the information on where to get these links through the use of collectors. Click here to view the collector tutorials! A. What is a Coll ector? A collector enables you to collect survey responses.
SurveyMonkey User Manual Examples of How to Use or Create 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.
SurveyMonkey User Manual As a Professional subscriber, the Filter feature enables you to filter the survey by Collector. If you want to only see the anonymous surveys then you could filter by the "Anonymous" collector. Example 2 & 3: Specific Groups Ex. 2: 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 User Manual B. Collector Settings and Restrictions The options for collectors are configured individually when each collector is created. If you need to create, edit, or change the options associated with the survey, access them any time under the survey collector‟s Settings & Restrictions. If 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.
SurveyMonkey User Manual Setting 1: Allow Multiple Responses? Setting 2: Allow Responses to be Edited? Setting 3: Display a Thank You page? Setting 4: Survey Completion 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.
SurveyMonkey User Manual 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) Respondents can edit or go back to a previous page while taking the survey or until it is finished. Please note: This gives respondents the option of going back and editing or updating existing responses until the survey is finished.
SurveyMonkey User Manual Scenario B. Allow Multiple Responses? YES Selecting: Yes - Allow multiple responses per computer Allow Responses to be Edited? Choose from the following: o No o Yes (Only 1 option available) When allowing multiple responses, the survey should be finished in ONE sitting. No one can come back to edit or finish an incomplete survey. No: Respondents cannot go back into previous pages to edit.
SurveyMonkey User Manual 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. Setting 2: Add a Thank You Page? To add a Thank You page to your survey, select Yes under display a "Thank You" page option.
SurveyMonkey User Manual 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. If you select No, then the tracking information will not be collected. Your results will be completely anonymous. 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 results will then be anonymous.
SurveyMonkey User Manual 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 & 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.
SurveyMonkey User Manual Restriction 4: Enable IP Blocking The IP address blocking allows you to allow or deny access for specific IP addresses. To enable IP Blocking or access, select Enable IP Blocking to open the IP Blocking configuration dialog box. 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.
SurveyMonkey User Manual C. Options to Send the Link SurveyMonkey provides three options for sending the survey to your audience. All three options are listed under the Collect icon on the My Surveys page for each survey. To get started, select the Collect icon and then choose how you want to send the link.
SurveyMonkey User Manual This option does provide anonymous responses to your survey. If you want to track respondents using this method, click here for additional information. Step 2: The summary page opens to show the survey link and/or code.
SurveyMonkey User Manual 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. Part 2: Paste the link into the body message of your email client. 2. Placing Survey Link on a Webpage: Or you can copy and paste the HTML code into the back end of your own website.
SurveyMonkey User Manual Please use this script of code generated by our tool. You or your webmaster can then add this into your webpage. If 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.
SurveyMonkey User Manual This will give those data entry people direct access to the survey only for manual entries without logging into your account. 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 Entry.
SurveyMonkey User Manual 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 survey to open the collector page. Then click on the title of the Web Link collector. Step 2: The summary page opens.
SurveyMonkey User Manual 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.
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. Please note: The popup uses a cookie to prevent the window from appearing if a user has already answered or declined a survey.
SurveyMonkey User Manual Part 1 of 2: Select type of popup and configure message.
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. For additional information, click here to visit the online tutorial for using SurveyMonkey’s email! Five steps to create an Email Invitation Collector: Step 1: Click the Collect icon on the My Surveys page next to the survey: 1.
SurveyMonkey User Manual Please note: When sending the link through SurveyMonkey's mail, it only allows ONE response per link. No one can forward their link to others to collect a new response or submit multiple responses. However, they can forward the link to have another person answer a different part of the survey. Step 3: The Edit Recipients and Edit Messages buttons are also located on the left side of this summary page.
SurveyMonkey User Manual 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.
SurveyMonkey User Manual 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. 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: How to create your email distribution lists. How to compose a message. How to send a reminder.
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.
SurveyMonkey User Manual You will see these fields returned at the top of each response while in the Browse Responses portion of the Analyze section. [Duplicate, invalid, opted out, and bounced email addresses will be screened out.] What Characters Are Allowed in the Email Configuration? The system accepts the following characters: • Alpha-numeric characters (letters A through Z and a - z) • Numbers (0-9) • Dashes (-) • Underscores (_) • Decimal points (.
SurveyMonkey User Manual B. Save as .csv extension: 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. 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. 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.
SurveyMonkey User Manual 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: Select the Upload your own emails and have us send a survey invitation option. Then name this collector and click the Next Step button. Step 3: Pick your collector settings and restrictions and save them.
SurveyMonkey User Manual Part 2 of 2: Add Emails 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.
SurveyMonkey User Manual Select the collector that houses the email list that is currently uploaded and has already received message. Once you click on the collector title, the Message Manager opens. This shows the synopsis of the number of emails that have been sent a message, the number of current respondents, and the number that have Not Responded. Step 2: Click on the Edit Messages button located on the left hand side of the page to access the message creation prompts.
SurveyMonkey User Manual Step 5: The Compose Email 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 & Preview. Finally, schedule the delivery of this second reminder email. To learn more on how to schedule reminder emails in advance, click here! iv.
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. Step 4: Click on the Create New Message to Send button that opens up at the top of the page after adding the new invitee(s). Select who on the list is to receive the message. Since this email is new, he/she will be the only one who has not received message.
SurveyMonkey User Manual Step 5 & Finish: Compose the body of the email and schedule the delivery of the message. v. Send a 2nd 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.
SurveyMonkey User Manual Click the Save Selection button. On the email message setup page, enter the subject of this new message and customize the body text. Click Save and Preview. Finally, schedule the delivery. 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.
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" section. Step 4: Now the Edit Recipients page opens to show the emails in the list. Now you can check for who has responded, who has not responded, and who has opted out. If a person has responded, there will be a green star next to his or her name/email.
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. If the file does not open or says "completed" or processing, then you may be experiencing a popup blocker. Allow popups to receive the file.
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 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.
SurveyMonkey User Manual A list of all the opted out emails for that specific Email Invitation collector will then be exported directly to your computer. You can also view and export the bounced emails. Click here to learn more. 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.
SurveyMonkey User Manual Step 1: Click on the Collect 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. Step 3: Click on the specific email address housed in the list. (You can search for an email in the list if you have many entries).
SurveyMonkey User Manual IV. ANALYZING & EXPORTING DATA SurveyMonkey allows you to analyze the survey data within the Analyze section of the survey. As soon as a respondent clicks the Done button on his/her survey, the response comes immediately back into that section. The response summary page shows the data in a bar graph presentation of the summary numbers (depending on the question types). Now you can check the total response counts, percentages, respondent counts, and response averages, etc.
SurveyMonkey User Manual answered at least one question, and finally clicked the Done button on the survey's end page. How to View the Open Ended Responses on the Summary page? Open Ended responses are located on the Summary page. Click the View button in the space where the open ended question is located to see all of your respondents‟ open ended answers. This opens the Comment Summary window. Within this window, you see all of the open ended response listed by respondent number.
SurveyMonkey User Manual 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 >> to jump to a specific respondent’s results. Response Type: The top portion of each individual response contains the Response Type section.
SurveyMonkey User Manual A. Edit in Browse Responses: There are a couple of different ways in which you can edit individual survey 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.
SurveyMonkey User Manual B. Editing a Response in the Email List Section: You can also edit a response for an individual 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 icon and then click on the Collector that houses that email address list.
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 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 Collector.
SurveyMonkey User Manual Show responses of people who answered question: (then select the question from the dropdown) With answer choice: (then select the answer choice from the dropdown) Example: You want to filter the data by more than one response in the same filter. If you create one filter to "filter by response", 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 more than one school at a time.
SurveyMonkey User Manual To learn more about creating a Filter by Response, please click here. ii. Creating Filters by Properties or Collectors To create a filter to look 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: View respondents who answered the survey during a specific time period.
SurveyMonkey User Manual Additional Information: Professional subscribers can refine Filters by Properties such as: Survey date Total response time Response status Response type Email address First name Last name Custom value IP address Please click here for instructions on applying filters. For additional information, you can also access our Tutorials section or click here. You can Filter by Collector (or combine a Filter by Response with a Filter by Property and a Filter by Collector).
SurveyMonkey User Manual To Edit or Remove filters currently applied to your results, click the Edit Filter button to edit an active filter. 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. Apply a saved filter to your results by clicking the Apply Filter.
SurveyMonkey User Manual 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. EX: Course evaluations - Pick a course to evaluate and then filter later by courses. EX: Office Location - Analyze data according to a specific office location of respondents.
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. The first time you view the data, by default, all questions are selected and visible. Click the Unselect All option. Then tick the box next to the questions (the rating question and the income question) to be presented with the cross tabbed report. Name it and click the Save Report button. Step 2: The system directs you back to the Response Summary page.
SurveyMonkey User Manual Click the Crosstab Responses button to open the Saved Crosstabs. Choose to edit an existing one or create a new one. 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. If instead you need to create a new one, please click here to learn more in our tutorial section. Step 3: When the cross tab is applied, the system directs you back to the Analyze page.
SurveyMonkey User Manual Name and save the filter. The system directs you back to the Analyze Summary page. The Active Filter header, the Active Crosstab header, and the Total Started and Completed information will be active on the report page. HYPOTHESIS STATEMENT: Females are more likely to use SurveyMonkey and provide more positive feature evaluations than males.
SurveyMonkey User Manual 4. Exporting the Data We offer several different export formats for downloading the data in both raw/aggregate and summary forms to Professional subscribers. You may download your results anytime without affecting the collection of results. Downloading responses enables you to create additional graphs in Excel, upload the data into other programs, or save them to your desktop. Step 1: Select the Analyze icon on the My Surveys page to get started.
SurveyMonkey User Manual B. Summary Only: If you need a Summary, XML HTML, or PDF version of the results, choose the Summary Report type download. These formats download directly to your computer. Sometimes a popup blocker may prevent the full download of your Summary Only results. If the summary exports are not opening, then it is most likely a popup blocker issue. Mouse over the address bar in your browser window. You should see a blocked status. Right click on blocked file and force it to come through.
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. 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 Responses.
SurveyMonkey User Manual Password Protect Shared Responses. Step 4: The link to the results 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.
SurveyMonkey User Manual 6. Custom Reports and Sharing Data 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 on the survey and only want to see a specific route or version.
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. 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.
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 over this section for questions you may have regarding account maintenance. 1. Can I share an account? Yes, you do have the ability to share one login and password for multi-user access.
SurveyMonkey User Manual If 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. The refresh button must be clicked on each individual browser to see any additions or changes made by the other.
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 page. Step 3: Change the Time Zone Setting under the Preferences section. 4. How do I 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.
SurveyMonkey User Manual Step 1: Please change/update the following information under the My Account > Billing section so we can generate an invoice for you: Your Billing Address Billing Email Address Billing Contact Name 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.
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.
SurveyMonkey User Manual 6. Creating Fold ers 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.
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 lists over and over again when creating new Email Invitation collectors for different surveys.
SurveyMonkey User Manual 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. For example: If an email address is deleted from the Address Book, all that does is 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.
SurveyMonkey 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.
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 on your behalf and instead use your own email client to send the message, there is an alternate way of tracking the responses.
SurveyMonkey User Manual You could then supply each one with the following: http://www.surveymonkey.com/s.aspx?sm=v8MbvURxoHkWfvud7Or3Cg_3d_3d &c=12345 http://www.surveymonkey.com/s.aspx?sm=v8MbvURxoHkWfvud7Or3Cg_3d_3d &c=67890 Any respondent who accessed the survey through the first link would have “12345” stored in the Custom Data 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.
SurveyMonkey User Manual https://www.surveymonkey.com/s.aspx?sm=D4aI4ZVWg3ql1CfP9d1z1Q_3d_3d 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.
SurveyMonkey User Manual Follow these three steps to cancel your auto-renewal of the professional subscription: 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. Click here to see how to stop the cancellation 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.
SurveyMonkey User Manual Network Multiple independent connections to Tier 1 Internet access providers Fully redundant OC-48 SONET Rings Uptime monitored every 5 minutes, with escalation to SurveyMonkey staff Firewall restricts access to all ports except 80 (http) and 443 (https) QualysGuard network security audits performed weekly. Hackersafe scans performed daily.
SurveyMonkey User Manual 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.