Surveygoo walkthrough

Quick Guide
Walkthrough

Finding your way around Surveygoo

Surveygoo online survey software
Wednesday, 15 May 13

1

Surveygoo 2012 (c)

>> Quick Guide / Contents

Registering with Surveygoo

Page 3.

Surveygoo Dashboard

Page 5.

Design a Survey

Page 10.

Launch a Survey

Page 29.

Survey Results

Page 35.

2

>> Quick Guide / Registering with Surveygoo

Registering with Surveygoo

3

>>How To / Registering with Surveygoo

1. Enter your registration

2.

details

Please read our Privacy policy and Site terms, and
sign up for the newsletter. Make a note of your
login details.

Login into your
new account

After you have registered, you will be immediately
prompted to login to your new account.
Once you have logged in, you will go straight to
the Surveygoo dashboard.

4

>> Quick Guide / Surveygoo Dashboard

Surveygoo Dashboard
1. Dashboard Control Panel Information

Page 6.

2. Dashboard: Questionnaires Templates,
Archive, & Active Surveys

Page 7.

3. Dashboard: Subscribe/Upgrade

Page 9.

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>>How To / Surveygoo Dashboard
The Dashboard is the control
centre of Surveygoo. Here, we
can check our account details,
upg rade the subscription
package, manage databases
and sample lists, launch and
review surveys.

1. Dashboard: Control Panel Information

Click here at any page
to come back to the
Dashboard homepage.
Click to begin a new
survey.
To see all your surveys.
Welcome Tag: create
new survey button, login
activity and current
subscription package.

Manage Proﬁle: to
change contact
information, company
and
industry
information.

To Upgrade your account
from the freemium package
to a pay as you go or
subscription option. See
Pages 4-5 for the choice of
subscriptions.

Create and upload your own
samples or customer
databases which can be used
later for your surveys.

6

Create your own email
invitation script.

Survey Status: current
surveys status including
name of current survey,
date launched, number of
completes and total
number of active surveys.

View all free, pay as you go
and paid subscriptions made
from your account. Export
transactions as a CSV ﬁle.


2. Dashboard: Questionnaire Templates,
Archive & Active Surveys

Questionnaire Templates:
Surveygoo features a library of common questionnaires
used regularly in market research exercises, such as
customer satisfaction, employee satisfaction and ad tests.
You can use these questionnaire templates and amend
them with new questions, delete or modify questions.
You also have the option to apply different theme
designs and how you share the survey.
Using
questionnaire templates can save you time, and provides
ideas for relevant questions to ask in the survey. Click on
Create Copy to get started.

Archive Surveys:
Your previous surveys which have been launched and
completed will be stored in the Archive surveys area.
You can re-use archive surveys, modify them and launch
new surveys using the archived survey as a template in
the same way as Questionnaire templates. This saves
time if you need to run the same survey with a
different audience, run tracker surveys or can use
signiﬁcant parts of an older survey for a new survey.
Click on Create Copy to get started.

Action links:
View survey
View report (if launched and survey responses)
Delete survey

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Active Surveys:
Provides a current list of active surveys. Status
information includes survey title and category,
sample source, status and date created.



When you ﬁrst register with Surveygoo you are provided with a free account Freemium Plan. The Freemium plan offers a free survey to be conducted within one
month of signing up. The plan allows a survey of 10 questions and up to 100 responses.
You can renew your Freemium plan after it expires, so there is always a facility to
conduct small surveys. This plan is ideal for getting to know Surveygoo, or conducting
limited surveys, such as an internal or employee survey. You can access your survey data
as a pdf report or data tables.
Surveygoo Pay as You Go and Subscription plans offer greater features in terms of
number of questions, responses, using independent samples and reporting.

8



Surveygoo Pay as You Go and Subscription plans offer greater features in terms of number of questions, responses, and reporting.
(See table above) All paid plans allow use Online Panel Access - which allows you to target millions of real consumers in 40
countries. Online Panel Access is an optional extra which is charged when you are ready to launch a survey.

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>> Quick Guide / Design a Survey

Design a Survey
1. Design a Survey - Get Started

Page 11.

2. Deﬁne Survey - New Survey

Page 12.

3. Design Survey - New Survey

Page 13.

4. Design Survey - Demographic Questions

Page 14.

5. Design Survey - Add Your Questions

Page 16.

5. Design Survey - Add A Multiple Choice Question

Page 17.

6. Design Survey - Add Conditional Routing

Page 19.

7. Design Survey - Add A Qualifying Question

Page 23.

8. Design Survey - Select A Design Theme

Page 27.

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>>How To / Design a Survey
1. Design a Survey - Get Started
From the Dashboard there are several
entry routes to designing a new survey.

1.

2.

3.

Click on the New
S u r ve y t a b , o r t h e
Create Survey Tab to get
started with designing a
new survey.

Archive Surveys:
If you have previously completed a survey,
the title information will be displayed in the
Archive Surveys area. Click on Create Copy
and you can use and adapt the original
questionnaire template for a new survey.

11

Questionnaire Templates:
Surveygoo includes a growing library of
questionnaire templates for popular survey
objectives, such as Customer Satisfaction,
Employee Surveys and Ad testing. Click on
Create Copy to use and adapt the template
for a new survey.

2. Define Survey - New Survey

The first step is to define the survey: the title, category and sample source.

Sample Source:
Other: select if you want to share the link privately, or by
external email channels.
Own Sample: Launch survey with own database. Email
invitations are created and sent within Surveygoo.
External Sample: Select this option to run a survey with
Online Panel Access, consumer panels. (provided via Cint)
Blend Sample: select this option to run surveys with both
your own sample and Online Panel Access.

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3. Design Survey - New Survey

The second step is to design the survey: the title, category and sample source.

Add New Page:
Do this ﬁrst before you can start adding questions.
Demographic Questions: select if you want to include demographics such as age
and gender or region before the main questions. Please note that if your survey is being
sent to Online Panel Access sample, you will not be able to collect email addresses.
Qualifying Questions: Specify a qualifying question to specify relevant audiences
when using Online Panel Access. See page x.
Question Routing: Sets question routing for the questionnaire. Create your survey
questions ﬁrst.

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Setting Demographic Questions:
Surveygoo provides the option of setting demographic questions to
appear before the main questionnaire. If you prefer to include different
demographic questions you have the option of creating new demographic
questions in the main survey, and placing these at the beginning or end of
the survey.
Pre-set Demographic Questions: have the advantage of being
quicker to set up, and visually stand out in the survey.

14


Setting Demographic Questions: Using External Sample
If you choose to use External Sample (Online Panel Access), you will have
fewer preset options in the Demographic Questions. This is because our
panel partners do not permit questionnaires which capture the contact
information of the respondents.
You have the option to include your own demographic questions in the
main questionnaire, giving you the ﬂexibility to collect different bands or
codes (e.g. age bands or regions, or any other category data set by you).

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5. Design Survey - Add Your Questions

To add a question, click on a
question category.
Question Types:
Drag & Drop: displays rows of attributes with scales in columns. The respondent drags the answers into the grid to select the scale.
Image: Upload an image to test such as a logo. The question is an open ended response.
Rich Text: Is used to provide independent text, such as an introduction or explanation of a section of the questionnaire. It is not a question type.
Video: Upload a video and a single open ended question. The video must be linked to a url on Youtube or Vimeo.
Open End: Is used to capture open ended text or numerical data. Select type of open end question. Open End (Text box); Single Textbox (for verbatim or set to
numerical answer); Multiple Textbox (to set multiple but separate answers for either numerical or text answers).
Matrix: Provides a matrix style grid format, with attributes as rows and the columns to show the scale.
Choice: A single or multicode response question. An image or video can be uploaded. For multiple choice, set the limit for the number of required answers (e.g.
the top 3 answers).
Drop Down: A single response question, which shows the list of options in a drop down menu.
Ranking: Use for rank order questions in a drag and drop format. Respondents drag the options into a box and can then reorder against a ranking position.
Sum Scale: The Constant Sum Scale question is used as an alternative to ranking or attribute importance questions. Set the number of options and the total
score which can be balanced across the options. (e.g. 5 options and a total of 50). The respondent then scores each option until a maximum of number of points
are reached.
Slider: Is used for rating questions. Each attribute can be scored out of 100. The respondent drags a slider scale horizontally, and the score out of 100 is displayed
for each attribute.
Emoticons: A ﬁve point rating scale featuring smiley faces icons. Used for customer satisfaction overall rating questions.

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5. Design Survey - Add A Multiple Choice
Question
After clicking on add question, a
pop up box will appear.
Choice Questions:
For choice questions complete the following ﬁelds:
Enter Your Question: type in question number and
question here.
Enter Your Answers: type in answers in the boxes.
None of the above and Don’t Know are added
automatically but can be deleted.
Randomize: click on Randomize link to ensure the
order of answers displayed are randomized.
Picture/Video icon: click on to add a picture or
video.
Question is mandatory: By default this is set to
mandatory. If you do not want to force the respondent to
answer the question, untick it.
Add Answer: Click to add an answer box.
Add Comments Field: Click to add an other
(specify) box.
Red Cross: delete answer or the question.
Save: click to save question.

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5. Design Survey - Add Choice Question
Newly created questions appear in the dashboard view.

Move question position*

Edit question

Delete question

* You can reorder the questions within the same page. Question numbers
need to be changed after reordering. manually.

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Click on pages tabs to see
questions on each page. Current
page tab is highlighted.

After creating questions, set
required
routing
instructions.

Step 1
Click on Add New Instruction.

Routing is used to direct the ﬂow of the
questions seen by the respondent, based on
previous answers given. e .g. if the
respondent does not have any pets at
question 1, the person is screened out of
the survey, or continues to the next
relevant question.

Step 2
Select a demographic or or question from the relevant page.

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Step 3

Set instruction:
Tick “don’t have any pets” and click on Done button.

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Step 4
Add an Action:
In the dashboard view the New Instruction is added. Click on the Deﬁne button to amend the Instruction, or click on
“Add an action” to set the action.

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Step 5

Define an Action:
In the Define Action Box, choose from three options:
Go to Page: To route to another page in the questionnaire to answer
relevant questions.
Complete the Survey: to set the survey as complete.
Screen Out: the respondent is disqualified from the survey and is
screened out.
Click on the Done button.

The Instruction will be shown in the Dashboard, with the instruction rule and
outcome. e.g. If the respondent does not have any pets, they are Screened out.

Define
New Instructions
In this example, you
would need to add a new
instruction to define
owners of pets to go to
the relevant page to
answer questions.

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A Qualifying Question can be added for surveys undertaken with external
sample provided by Online Panel Access.
Online Panel Access
Surveygoo provides direct access to hundreds of quality
assured online panels. There are over 7 million panelists in
40 countries who participate in online surveys. All panels
are provided by Cint, a leading supplier of online research
panels.

Step 1

What is a qualifying question?
Surveys can be directed to a general population, or they
can be directed to a speciﬁc demographic (e.g. by age or
region). In addition, it is possible to set a qualifying criteria
to take part in the survey. For example, a survey among
users of Facebook.

Click on Qualifying Questions link.

Qualifying Question:
For the qualifying question complete the following ﬁelds:
Enter Your Question: type in question here.
Enter Your Answers: type in answers in the boxes.
Add Answer: Click to add an answer box.
Add Comments Field: Click to add an other
(specify) box.
Red Cross: delete answer or the question.
Save: click to save question.

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The saved qualifying question is displayed in the Dashboard.

Edit question

Delete question

Step 2

Click on Question Routing

Step 3

Click on Add New Instruction

Step 4

Click on Page 1
The qualifying question appears.
Click on the question.

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Step 5

Click on Answers to be used to
set the qualifying conditions.
If only regular users of hand cream
are relevant (e.g. Daily and
Weekly) click these options.*
Click Done.

*NOTE: Qualifying Questions must be
relevant to at least 30% if individuals answering
the question. If the incidence is below 30%
you may be asked to pay a high cost or be
given the choice to cancel the order.

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The qualifying question and Instruction is displayed in the Dashboard.

Step 6

Click on Add an action.

Step 7

Step 8

Click on Go To Page or Screen Out. In this example the
qualifying respondents will go to the next page.

Click on Add an action.

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Click Page 1 to route the questions here,
and done.

You are now ready to pick from one the pre-designed theme designs, to give your survey a great look.

Step 1

Click on the Choose Your Template drop down box.

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You are now ready to pick from one the pre-designed theme designs, to give your survey a great look.

Step 2

Scroll down to the bottom of the Dashboard page to review the Theme Design.

Step 3
Use the pre-set settings for the
theme, or you can modify the
Frame, background and progress
bar properties.

Step 4
Click the Next button to go
to save the theme and go to
the Launch Survey Page.

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>> Quick Guide / Launch a Survey

Launch a Survey
1. Launch Survey - Select Sample
Source (External)

Page 30.

1. Launch Survey - Select Sample
Source (Own Sample)
2. Launch Survey - Launch Page
(External)
2. Launch Survey - Launch Page
(Own Sample)

Page 31.

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Page 32.
Page 34.

>>How To / Launch a Survey
1. Launch Survey - Select Sample Source (External)
Having designed your questionnaire and set desired routings/qualifying question, you are ready to launch
the survey.
Check Settings - Select Sample
Source
External Sample: If you are going to
use External Sample, set the Number of
people and country. You can check feasibility
and costs in the Prices page. Look for the
Online Panel Access Calculator.

My Account
Remember, you can click on
My Account tab at any point
when you are logged in, to get
back to the Dashboard.

Launch Survey Process
Either click on the Launch Survey button in
the Dashboard, or click on the Next button
when you have checked your settings.

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1. Launch Survey - Select Sample Source (Own Sample)
Having designed your questionnaire and set desired routings/qualifying question, you are ready to launch
the survey.
Check Settings - Select Sample
Source
Own Sample: If you are using your own
sample, make sure you have selected the
right list.

Upload Sample
If you need to upload a sample list, go back
to the Dashboard. In Your Accout, select
Manage List.

Click on Add New to create a new
list and enter name details, or
click on an existing list.
To import a database, click on Import.
Read and agree to the terms and conditions
(relating to compliance with Spam)
You can download an example CSV file.
Make sure you include at least first, last name,
email and country fields. Press upload.

Launch Survey Process
Either click on the Launch Survey button in
the Dashboard, or click on the Next button
when you have checked your settings.

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2. Launch Survey - Launch Page (External)
Step 1: Final Check of Settings
External surveys do not need the email template.
If you have set a Qualifying Question it will be automatically
ticked.

Step 2: Preview Survey
Before you launch the survey, you can preview the full
survey to see how it will appear to respondents. Now is the
time to make sure you are happy with the questionnaire, or
make ﬁnal amends. When you launch the survey you will be
prompted with the warning that further changes cannot be
made once the survey is launched.

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2. Launch Survey - Launch Page (External)
Step 3: Select Sample and Conﬁrm Cost
Number of questions will be pre-set. All other selections
can be changed.
The cost and estimated time to complete the survey are
displayed.

Step 4: Pay and Launch
Click on the Pay Now button when you are ready. You will
be prompted with a warning, that you cannot edit the
survey once launched. Click OK if you agree, and you will
then go to the Pay Pal Payment Facility.

Step 3: Share on Social Media
You can share your survey on Social Media. Click on the
Facebook, Twitter or Linked in buttons to post the survey in
your account.

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2. Launch Survey - Launch Page (Own Sample)
Step 1: Final Check of
Settings
Select Default Template for the
email invitation, or select your
own template.
Dates: Select the start and end
date for the survey.

Step 2: Preview Survey
Before you launch the survey, you can preview the full
survey to see how it will appear to respondents. Now is the
time to make sure you are happy with the questionnaire, or
make ﬁnal amends. When you launch the survey you will be
prompted with the warning that further changes cannot be
made once the survey is launched.
Step 3: Share on Social Media
You can share your survey on Social Media. Click on the
Facebook, Twitter or Linked in buttons to post the survey in
your account.

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>> Quick Guide / Survey Results

Survey Results
1. Survey - Get Started

Page 36.

2. Survey Report Page

Page 37.

3. Survey Results - Cross Tab Analysis

Page 40.

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>>How To / Survey Results
1. Survey - Get Started
Access Survey Results from the Dashboard

Step 1

Click on My Surveys button.

Step 2

Find the relevant survey and click on pie chart.

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Survey Reports - Alternative Formats
Dashboard View: Summarises basic information including survey title, total number of responses and % completes by gender.
Pdf: Exports the Report in a pdf file.
Data Table: Exports the data tables in excel format.
Raw Data: Exports all case data as a CSV file.
Crosstab Filters: Creates cross tabulations of the results.
SPSS: Generate an SPSS data file to be imported into SPSS. Note:You will require a licensed copy of SPSS to read the file.

Click on links to access
reports.

Note
Access to report formats
depends on level of
subscription. See table.

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The Survey Report Page displays all survey questions.

Step 1

Click on + button to reveal the question responses.

38

The default view of results is Data Tables.
Data Tables display for each option the number of respondents and % of respondents giving the answer..

To change the view of results from Data Tables to a Pie chart or Bar chart, click on view bar.

Charts can be exported or printed. Click on printer icon to print, or arrow icon to download as a
jpg, pdf, png or SVG vector image.

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Generate Cross Tabulation Analysis from the Report Dashboard

Step 1

Click on Crosstab Filters link.

A table shows all cross tabulation tables created for the survey. To create a new Crosstab, click on +
Create New Filter or create new ﬁlter link.

Step 2

Give the cross tab a name (e.g. Q1 by Q2)

Step 3

Select a question to be included in the columns of the table (the column break)

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What is a Cross Tabulation?
A cross tabulation is similar to a pivot table
in Excel. It helps to uncover how data is
inter-related (e.g. possible relationships
between data). For example, it could
support the hypothesis that people who
watched more of the Olympics ceremony
had more positive views. See page 42.

Step 4

Select a question to be included in the rows of the table (the rows)

Cross Tabs - Question Types
Cross tabs can be undertaken with the following types
of question:
1) Choice: Single and Mulitiple
2) Smiley (Emoticons): Single and Multiple
3) Matrix: Single and Multiple
4) Drag and Drop: Single and Multiple

Step 5

Step 6

Click on the Create button. The cross tab appears in the table of Cross Tabulations.

Click on the pie icon to view, x to delete, or pencil to edit the cross tabulation.

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Reading a Cross Tabs
In the columns we see the breaks which are used to establish if there is any variation in the data. (e.g. Q2 - time spent watching the ceremony). In the rows are the
answers to the attitude questions (Q1). In this example of the 21 total cases, 9 people Strongly agreed with the attribute, “brilliant and inspiring”, which
represented 42.9% of the sample (indicated by V%).
Among those who watched the ceremony for less than 30 minutes, only 1 person (or 20% of all 5 people who watched it for less than 30 minutes) strongly agreed
with this attribute. However, among the 8 people who watched all of the ceremony, 75% agreed with the attribute (indicated by V% in the right hand column in the
strongly agree line). This would suggest there could be a relationship between those individuals who spent more time watching the ceremony and their likelihood
of having a more positive attitude on the attribute “Brilliant - innovative an Inspiring” than those individuals who spent much less time watching the ceremony.

Export the cross tabulation as a pdf or Excel data ﬁle.

42

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