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How To Run A Field Research Project
        on SurveyPocket




            Esther LaVielle
            John Johnson
About Us

- SurveyPocket is created by SurveyAnalytics
- Started in 2002 in Seattle, WA
- #12 on Puget Sound Journal's Top 100 in Washington
- Over 6K+ clients and growing!
- SurveyPocket, QuestionPro, SurveyAnalytics, MicroPoll, IdeaScale,
SurveySwipe, QSample, MicroPanel. and much more!


                              Presenters:
           Esther LaVielle & John Johnson - SurveyAnalytics




 14 years of combined experience in project management, market
             research, and software application training
What Is SurveyPocket?
 SurveyPocket mobile field research app that allows your field team
to ditch the pen and paper and use an iPad for field research & data
                             Collection.




       Uses SurveyAnalytics/QuestionPro for survey creation and analysis

                        Available in Online/Offline mode

              Only offline survey app with branching skip patterns

          -Available for iPad, iPhone, Android Tablet & BlackBerry App



One platform: on & offline data collection.
SurveyPocket                        VS.      Traditional Field Research

SurveyPocket:                                       Traditional Field Research:

+ Be able to review overall results quicker         - Takes 1+ days for data input and
                                                    formatting results
+ More accurate than paper results
                                                    - Clients have to wait for results instead
+ Make edits to surveys on the fly                  of close to real-time data

+ Allow clients to review results through           - Harder to track field team efforts
Dashboards.
                                                    - Edits and changes harder roll out
+ GPS Tracking : Allow field Managers to
change field strategies improve                     - Difficulty reading written results
completion rates
AGENDA

Create and manage your own field project

Fielding Data & How to synchronize/organize all data

Share field research results with your clients faster than ever before

Demo: New Features of SurveyPocket

Q & A/ Conclusion
2. Create & Manage Your Own
         Field Project
Panthea Lee, Reboot Diagram “Difference between Market Research & Design Research”
http://thereboot.org/blog/2011/02/06/design-research-what-is-it-and-why-do-it/
SurveyPocket Integration to Research Design Strategy




Apply SurveyPocket to Process & Primary Processing Tool

-Process: Design the survey online using QuestionPro/SurveyAnalytics and select
location to run field research that best reaches target demographic.

-Tools: Using SurveyPocket = Field intercept, one-on-one interviews, Kiosk style, etc.
With SurveyPocket, Change the way you collect pictures,
videos, audio, while in the field!
Build a tech savvy and engaging field team

Pick Social and engaging data collectors
        who enjoy speaking to
            the general public



       Pick Tech Savvy people to
       become Field researchers




Train them on basics of how to use the
    iPad (Android tablet) if needed
Pre-field Check List
1. Be sure Field team is well equipped with the latest version of
SurveyPocket Downloaded to iPad. Click on iTunes store to
update/download as needed :Take me to iTunes

2. Make each field researcher has a fully charged iPad & a working
device key to sync up surveys & data

3.   Type in device key & Synchronize ALL survey in SurveyPocket
     at a location with internet connectivity before heading to
     assigned location.

3.   Choose to turn on/off GPS tracking/location

3.   Download a copy of the SurveyPocket instruction manual for
     field team member to review while onsite. Hand out printed
     copy if needed.

4.   Make sure contact information is available to all team
     members so field leaders can call with instruction
     updates/changes.
Train them how to run a survey and how to answer each
question in the survey using SurveyPocket




Set up standard protocol for field data collectors with technical difficulties

Set up Emergency Protocol
3. Fielding Data with Device Key &
How to Synchronize/Organize Data
into An Online Report
Create a SurveyPocket
Device Key


Login » Surveys » Mobile »
SurveyPocket Device Registration
Click on the Add Device Key
Button add a key.


See Device Key Registration:
“uiieu”
Make sure iPad has Web Access
for set up purposes

-Pull up SurveyPocket on IPad

-Type in Device Key

-Click on “Synchronize”

-Enable/off GPS tracking
4. Share Field Research Results With Your Clients



    Save time & money on data collection from the field,
                organization, and delivery!




Spend less time managing data & more time for analysis & completing projects.
Organize and deliver field projects to clients faster than ever before!
Deliver Field Projects Results Faster Than Ever

-Export raw data and charts in excel, word, ppt, csv, SPSS, etc.

-Share Real-time summary static link

-Automatically schedule a report for delivery

-Email customized report to clients

-Filter segment reports

-Give Dashboard accounts to clients who want to do
data analysis on their own.
5. SurveyPocket:
                     Demonstration & New Features

Live Demonstration of SurveyPocket

John Johnson
New Features: Demonstration

Multiple Languages Supported : 30 + languages
Recruitment Tool: Join Custom Panel
Numeric Validation
Email Validation
Enhanced Rating Scales
Ranking Question Type
Constant Sum
Date Validation
SurveyPocket Introduction/Instructions
Upload Photo from Library
Video Upload
Signature Capture
Image Supported Questions
Pricing for SurveyPocket
$400/per device key

Bulk device key pricing is available to fit any field budget.

Please contact Sales@surveyanalytics.com for pricing options.

Phone: (800) 326-5570
(toll-free USA and Canada)

                             SurveyPocket Rental Program Available!

If you do not have an iPad, you can rent them from us with the survey programmed and synced
On your iPads prior to delivery!

Its $100 per ipad per day, $1,000 minimum.
 + Includes 1 hour of tech support and training.

Program most surveys for $250/survey
Q&A

            Now with your mobile device, you are to take on
                     the world of field research!




                            Thank you for Attending!
Esther LaVielle                        http://www.surveypocket.com
Esther.rmah@surveyanalytics.com        http://www.surveyanalytics.com
John Johnson
john.johnson@surveyanalytics.com

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SurveyPocket Webinar March 2012

  • 1. How To Run A Field Research Project on SurveyPocket Esther LaVielle John Johnson
  • 2. About Us - SurveyPocket is created by SurveyAnalytics - Started in 2002 in Seattle, WA - #12 on Puget Sound Journal's Top 100 in Washington - Over 6K+ clients and growing! - SurveyPocket, QuestionPro, SurveyAnalytics, MicroPoll, IdeaScale, SurveySwipe, QSample, MicroPanel. and much more! Presenters: Esther LaVielle & John Johnson - SurveyAnalytics 14 years of combined experience in project management, market research, and software application training
  • 3. What Is SurveyPocket? SurveyPocket mobile field research app that allows your field team to ditch the pen and paper and use an iPad for field research & data Collection. Uses SurveyAnalytics/QuestionPro for survey creation and analysis Available in Online/Offline mode Only offline survey app with branching skip patterns -Available for iPad, iPhone, Android Tablet & BlackBerry App One platform: on & offline data collection.
  • 4. SurveyPocket VS. Traditional Field Research SurveyPocket: Traditional Field Research: + Be able to review overall results quicker - Takes 1+ days for data input and formatting results + More accurate than paper results - Clients have to wait for results instead + Make edits to surveys on the fly of close to real-time data + Allow clients to review results through - Harder to track field team efforts Dashboards. - Edits and changes harder roll out + GPS Tracking : Allow field Managers to change field strategies improve - Difficulty reading written results completion rates
  • 5. AGENDA Create and manage your own field project Fielding Data & How to synchronize/organize all data Share field research results with your clients faster than ever before Demo: New Features of SurveyPocket Q & A/ Conclusion
  • 6. 2. Create & Manage Your Own Field Project
  • 7. Panthea Lee, Reboot Diagram “Difference between Market Research & Design Research” http://thereboot.org/blog/2011/02/06/design-research-what-is-it-and-why-do-it/
  • 8. SurveyPocket Integration to Research Design Strategy Apply SurveyPocket to Process & Primary Processing Tool -Process: Design the survey online using QuestionPro/SurveyAnalytics and select location to run field research that best reaches target demographic. -Tools: Using SurveyPocket = Field intercept, one-on-one interviews, Kiosk style, etc.
  • 9. With SurveyPocket, Change the way you collect pictures, videos, audio, while in the field!
  • 10. Build a tech savvy and engaging field team Pick Social and engaging data collectors who enjoy speaking to the general public Pick Tech Savvy people to become Field researchers Train them on basics of how to use the iPad (Android tablet) if needed
  • 11. Pre-field Check List 1. Be sure Field team is well equipped with the latest version of SurveyPocket Downloaded to iPad. Click on iTunes store to update/download as needed :Take me to iTunes 2. Make each field researcher has a fully charged iPad & a working device key to sync up surveys & data 3. Type in device key & Synchronize ALL survey in SurveyPocket at a location with internet connectivity before heading to assigned location. 3. Choose to turn on/off GPS tracking/location 3. Download a copy of the SurveyPocket instruction manual for field team member to review while onsite. Hand out printed copy if needed. 4. Make sure contact information is available to all team members so field leaders can call with instruction updates/changes.
  • 12. Train them how to run a survey and how to answer each question in the survey using SurveyPocket Set up standard protocol for field data collectors with technical difficulties Set up Emergency Protocol
  • 13. 3. Fielding Data with Device Key & How to Synchronize/Organize Data into An Online Report
  • 14. Create a SurveyPocket Device Key Login » Surveys » Mobile » SurveyPocket Device Registration Click on the Add Device Key Button add a key. See Device Key Registration: “uiieu”
  • 15. Make sure iPad has Web Access for set up purposes -Pull up SurveyPocket on IPad -Type in Device Key -Click on “Synchronize” -Enable/off GPS tracking
  • 16. 4. Share Field Research Results With Your Clients Save time & money on data collection from the field, organization, and delivery! Spend less time managing data & more time for analysis & completing projects. Organize and deliver field projects to clients faster than ever before!
  • 17. Deliver Field Projects Results Faster Than Ever -Export raw data and charts in excel, word, ppt, csv, SPSS, etc. -Share Real-time summary static link -Automatically schedule a report for delivery -Email customized report to clients -Filter segment reports -Give Dashboard accounts to clients who want to do data analysis on their own.
  • 18. 5. SurveyPocket: Demonstration & New Features Live Demonstration of SurveyPocket John Johnson
  • 19. New Features: Demonstration Multiple Languages Supported : 30 + languages Recruitment Tool: Join Custom Panel Numeric Validation Email Validation Enhanced Rating Scales Ranking Question Type Constant Sum Date Validation SurveyPocket Introduction/Instructions Upload Photo from Library Video Upload Signature Capture Image Supported Questions
  • 20. Pricing for SurveyPocket $400/per device key Bulk device key pricing is available to fit any field budget. Please contact Sales@surveyanalytics.com for pricing options. Phone: (800) 326-5570 (toll-free USA and Canada) SurveyPocket Rental Program Available! If you do not have an iPad, you can rent them from us with the survey programmed and synced On your iPads prior to delivery! Its $100 per ipad per day, $1,000 minimum. + Includes 1 hour of tech support and training. Program most surveys for $250/survey
  • 21. Q&A Now with your mobile device, you are to take on the world of field research! Thank you for Attending! Esther LaVielle http://www.surveypocket.com Esther.rmah@surveyanalytics.com http://www.surveyanalytics.com John Johnson john.johnson@surveyanalytics.com

Notas do Editor

  1. My name is Esther LaVielle, and with me I have Johnson. We are here today to show you the the advantages of SurveyPocket vs. traditional Field methods, How to implement and train your field team to be sucessful in using SurveyPocket
  2. It is important to understand the reason your company is doing market research. This chart by Reboot clearly emphasizes the need to define the Primary goal, Process, Tools, communication approaches, and what it should enable decision makers to do. There’s a lot of white papers and blogs on how to create research project, and you yourself might already know how to run a research project or field project.When applying a tool like SurveyPocket you need to ask how you can apply a tool like SurveyPocket into your existing research strategy.
  3. It is important to understand the reason your company is doing market research. This chart by Reboot clearly emphasizes the need to define the Primary goal, Process, Tools, communication approaches, and what it should enable decision makers to do. There’s a lot of white papers and blogs on how to create research project, and you yourself might already know how to run a research project or field project.When applying a tool like SurveyPocket you need to ask how you can apply a tool like SurveyPocket into your existing research strategy.
  4. Set up standard protocol for field data collectors with technical difficulties Example: If survey crashes mid interview & what to do, if data will not sync when in internet connectivity available, etc.Set up Emergency ProtocolWhat if iPad gets lost or stolen? What is your plan of action?