12 Ways To Increase Survey Programming Efficiency

1. 12 Ways To Increase Survey Programming Efficiency Tuesday April 30th, 2013 10 AM PST/ 1 PM EST Wednesday, May 1, 13

2. Welcome The First Education Hour! About Education Hour Faster Programming Tips Q & A Agenda ... Esther LaVielle VP of Client Services Wednesday, May 1, 13

3. What is Education Hour? One hour monthly education session open to all clients Based on customer-driven feedback You tell us what you want to learn each month! Goal: Offer a unique training session on a variety of topics, products, and services offered by Survey Analytics Training Planned for 2013: TurnYour Survey Into an Interactive Survey How To Recruit People IntoYour Panel Field Projects Made Easy with SurveyPocket How to Run Mobile Survey Projects Run A MR Study Using Multiple Deployment Strategies Wednesday, May 1, 13

4. Survey Programming Tips • Use these short cuts, and save time programming surveys! • Clients who have used these tips throughout the programming process save 20-30% time, catch programming mistakes prior to deployment, and have higher response rates. • These tips come from the account management and support team who have learned these on the job and want to pass on to our clients. • This powerpoint and recorded training session will be emailed to all attendees and available on our blog: http://blog.surveyanalytics.com Wednesday, May 1, 13

5. Let’s help Pawnee, Indiana’s Parks & Recreation Department survey its citizens for a new park they want to build at Lot 48 How may swings, slides, and drinking fountains should they have? What hours should to dog park be open for the public? Should there be a concession stand ran by Sweetums Candy Company at the park? How comfortable should our park benches be? Wednesday, May 1, 13

6. 1. Set your timezone under Account Settings Time stamps to all your responses will be in your timezone Same Timezone: EST Wednesday, May 1, 13

7. 1. Set your timezone under Account Settings Time stamps to all your responses will be in your timezone Same Timezone: EST Wednesday, May 1, 13

8. Help Leslie Knope Update Her Timezone! Click on email on top right hand corner Click on “Edit User Details” to change timezone Update, Save, and Finish Wednesday, May 1, 13

12. Having a hard time remembering a survey with a particular subject mentioned? Find it with the Ad Hoc Query Tool! The Ad-Hoc query tool allows you to search your survey database for arbitrary criteria Search to ﬁnd all responses that have a particular text that you put in Allows for searches for Analytical Data, Open Ended Texts, and Customized Segments Easy way to to start new project on subjects that were surveyed in the past 2. Use the Ad Hoc Query Tool' from Reports to datamine or search for topics Wednesday, May 1, 13

13. Donna Meagle needs to ﬁnd a survey she did 2 years ago involving the Happy Hands and Hearts Training Program to show to Tom Haverford Login » Surveys » Reports » Data Management » Search Select Search Mechanism: Text Data Data Analysis Group Segments Click “Search Database” to download report for review Wednesday, May 1, 13

16. Save time saving frequently used questions in your question library Demographic Questions Survey question topics for Pawnee: Community Program Satisfaction, Park Services Testing, Movies In Park, Homeless Shelter Relocation, etc. 3. Use the Question Library for commonly repeated questions Wednesday, May 1, 13

17. Jerry Gergich needs to save demographics from an old survey and use it for a project launch of the 311 hotline Select the Copy Question To Library option and Copy To access your library of copied questions, click on Library/Survey Select questions to add to new survey Wednesday, May 1, 13

21. Share your question library with team members! Feature Added Q1 2013 Cut down on the need to share full folders and ensure security Make it easier to share speciﬁc question templates or questions related to a speciﬁc topic 4. Working as a team on similar surveys? Share your Question Library with others Wednesday, May 1, 13

22. Chris Traeger And Ben Wyatt need to Leslie Knope to share her Question Library to audit Pawnee’s Animal Control Department Login >> My Question Library Click on My Question Library Settings Select team members to share Question Library with Wednesday, May 1, 13

26. Share your survey link with your internal team or clients by using the“Draft/ Collaborate” status. Offer feedback within the survey template without having to use an email thread to manage edits to your survey. Don’t forget to change it back to “Active” before deployment! Select Survey Folder > Find Survey > Change Status: Draft/Collaborate 5. Use Draft/Collaborate Mode for QA prior to survey deployment Wednesday, May 1, 13

27. Make testing all logic easier Easier to test the usability of each question Targets speciﬁc spots that need reworking Seems like a no-brainer, but it’s a good reminder and a true time saver Anything that saves the government time and money gets two thumbs up by Ron Swanson 6. Use Preview from speciﬁc question to test components rather than entire survey Wednesday, May 1, 13

31. One of the most underutilized tools among current clients! Validate and Require speciﬁc questions or entire survey in one place Add Page breaks to entire survey Search and Replace QA Logic and logic catch errors all in one page! 7. Use Global Options to make validation, question code updates, and more to entire survey. Wednesday, May 1, 13

32. Ben Wyatt wants to require all questions to be answered . . . Login » Surveys » (Select Survey) » Edit Survey » Global Options Check questions and select Update Selected Questions Add Separations,Validation, update question codes and save changes Wednesday, May 1, 13

35. Offers a secure storage site for testing all media within your surveys Better alternative to non secure hosting sites (YouTube,Vimeo) Is available for online and ofﬂine surveys Pricing is dependent on storage room needed. 8. Looking for secure multimedia storage? Media Bunker is available for use “Ya Heard With Perd” needs Pawneeans to give feedback! Wednesday, May 1, 13

36. Login >> Click on Edit Survey Tab Survey Options >> Media Bunker Choose File or Drag and Drop Files. How to Access Media Bunker Wednesday, May 1, 13

37. Access to US and international respondents to accommodate a broad spectrum of research needs. Access to over 5 million members, who must each provide geographic, demographic, sociographic and psychographic information, accounting for over 400 data points http://www.qsample.com 9. Need Respondent sample? Buy through us with QSample Wednesday, May 1, 13

38. Help Andy Dwyer ﬁnd Baby Boomers to test out Park Benches for Lot 48 Wednesday, May 1, 13

39. Login >> Click Send Survey Tab Respondent Access>> Request New Quote Select survey name>>Target Demographic>>Respondent Count>> Notes>> Submit Request Submit A Quote to QSample Wednesday, May 1, 13

40. Action Alerts enables you to get notiﬁed immediately when someone answers in a particular way to your questions in your survey. Example: Anne Perkins need to send send a report to the Parks and Recs team every time someone is interested in signing up for the Happy Hands Training Program. 10. Set up Action Alerts Wednesday, May 1, 13

41. Login >> Click Edit Survey Tab >> Email Notiﬁcation Enable Action Alerts >> Set up Action Criteria Conﬁgure Action, Email, Distribution list, Set up Subject and Email Body,>> Click: Survey Response >>Save Changes Set up Action Alerts Wednesday, May 1, 13

42. 11. Use 'Variable Mapping‘ to give your own ﬁeld names to custom variables that you are using in the survey Change your custom variables in your report to actual names! Easy to identify Easy to use for custom variable segmentation Wednesday, May 1, 13

43. Login >> Click Edit Survey Tab >> Variable Mapping Update “Values” that you want to have displayed instead of Custom Variable 1,2,3 etc. Update Codes.To pass multiple words through email list, survey, etc, use _ string between words. >> Save Quota >>Finish Set upVariable Mapping Wednesday, May 1, 13

44. Replace ${custom1} with Newly MappedVariable ${DateOfbirth} Wednesday, May 1, 13

45. Variable Mapping in a survey Variable Mapping in Reports Variable Mapping Wednesday, May 1, 13

48. 12. Schedule Reminder emails It is now possible to schedule reminder emails automatically to go out when you want. Great news for April Ludgate who hates sending out reminder emails to all of Leslie Knope’s survey respondent. She does not like people in general so anything that requires her to do nothing is good. Wednesday, May 1, 13

49. Login >> Send Survey Tab Click on Sent Items >> Send Reminder Update content of reminder email, select date to send, and click on Schedule Reminder Schedule a Reminder Email Wednesday, May 1, 13

50. Email: Esther LaVielle VP of Client Services Esther.rmah@surveyanalytics.com 24/5 Chat Email Support: http://www.surveyanalytics.com/ help Wednesday, May 1, 13

51. Thank you For Joining Us! See you at next month’s Education Hour! Wednesday, May 1, 13

12 Ways To Increase Survey Programming Efficiency

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12 Ways To Increase Survey Programming Efficiency