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Surveys

This chapter discusses how to use the Surveys menu in the navigation bar.

the_surveys_menu

The Surveys Menu

Surveys Overview

Surveys are tools used to to collect information about your contacts, your products, or your services.

Survey results can be used to gather customer insights, determine how well your company is serving client needs and to identify opportunities for improvement.

Viewing and Managing Surveys

To view and manage your surveys, click Surveys in the navigation bar, then select View Surveys.

The screen displays a list of surveys you have created. Select a survey and click Next.

This screen allows you to:

  • Create a survey.
  • Edit the design and content of your survey.
  • Delete selected survey(s) from Interspire Email Marketer. The deleted survey cannot be retrieved.
  • View results of the selected survey(s).
  • Export responses of the survey to a CSV (Comma-Separated value) file for further analysis.

Viewing Survey

Create a SurveyClick this to create a new survey. See Creating a Survey for more information.
Delete SelectedSelect one or more surveys, click this to delete selected survey(s) from Interspire Email Marketer.
NameThis displays the name of the survey.
Date CreatedThis displays the date on which the survey was created.
Last EditedThis displays the date on which the survey was last edited.
ResponsesThis shows the number of responses received from the selected survey(s).
Action- Click Preview to see a full-screen version of the survey.
- Click View Results to see the results of the survey.
- Click Export Responses to save the survey’s responses as a CSV (Comma Separated Value) file.
- Click Edit to modify the content and design of your survey.
- Click Delete to remove the survey from Interspire Email Marketer. The deleted survey cannot be retrieved.

Creating a Survey

Take the following steps to create a survey:

  • Click Surveys in the navigation bar, then select Create Surveys.
  • You will be directed to the Survey Designer page.
create_a_survey

Create a Survey: Survey Designer

  • Enter a new Survey Name.
  • Enter your introductions or instructions.
  • Design your survey by dragging a field from the left to right.

Survey Designer Fields

single_line_of_textClick and drag this field to write a single liner question, instructions or sentence. This will require respondents to type in their answer in the box provided: “Response will be typed here”.
single_line_of_text_sample
paragraph_of_textClick and drag this field to write instructions or questions in a paragraph form. This will require respondents to type in their answer in the box provided: “Response will be typed here”.
paragraph_of_text_sample
list_of_radio_buttonsClick and drag this field to ask questions that are answerable with clicking only one option. This survey question usually offers 3 to 5 options only.
list_of_radio_buttons_sample
You can add or delete options per question. Click the add icon to add option(s) or the delete icon to remove option(s).
list_of_checkboxesClick and drag this field to ask questions that are answerable with clicking two or more options.
list_of_checkboxes_sample
You can add or delete options per question. Click the add icon to add option(s) or the delete icon to remove option(s).
drop_down_listClick and drag this field to ask questions that are answerable by clicking one option. This type of survey question displays a long list of multiple choices.
drop_down_list_sample
You can add or delete options per question. Click the add icon to add option(s) or the delete icon to remove option(s).
drop_down_list_of_countriesClick and drag this field to ask about location or country.
drop_down_list_of_countries_sample
Click the add icon to add a country and the delete icon to remove a country or countries.
file_upload_boxClick and drag this field to upload an image, document, or other files.
file_upload_box_sample
section_breakClick and drag this to provide additional information or instructions that do not require responses.
section_break_sample

Other Designer Fields Details

Up ButtonClick this toggle the visibility of a field.
add_buttonClick this to add a similar field after itself.
remove_buttonTick the box if the field requires to be answered by the respondents.
visibilityChoose visibility of the field:
- Click “Visible to everyone” if you want to display the field as part of the form on your website.
- Click “Visible only to administrators” to allow only administrators to enter information in this field.
Requires an answer?Tick this to prevent respondents in submitting the survey without completely answering it, an error message will show that a question or a section of the survey is required to be answered.
Randomize?Tick this to arrange the order of the checkboxes in random when displayed to the user.
  • Click Survey Settings to configure the settings of your survey.
Survey Settings

Create a Survey: Survey Settings

  • Choose between a header text or a logo to place at the top of your survey. Type in your text if you choose “Display text at the top of the survey” or upload your logo image via clicking “Choose File” if you choose “Display my logo at the top of the survey”.

  • When the survey is completed, you can choose to either thank the respondents or take them directly to the web page.

  • Tick “Yes, send responses to this email address:” if you want to receive an email with the completed survey responses.

  • Type in the error message you want your respondents to see if something goes wrong when they are trying to answer the survey or submit their responses.

  • You can edit the text where the respondents will click after they finish answering the survey. This text will be shown on the button at the bottom of the page.

  • Click Save and Continue to be directed back to the Survey Designer page or click Save and Exit to be directed to the survey lists.

  • You can now use the survey by inserting the survey link to your email campaign.

Note: To insert a survey link in an email campaign, see Inserting Survey Link

Survey Results

To view the results of your survey, click Survey in the navigation bar, then click Survey Results. Select the survey you want to see from the list and click View Results. The survey response screen displays.

response_survey_screen

Survey Response Sample

The Survey Response screen allows you to:

  • Export Responses
  • Browse Responses
  • View the questions or statements of the survey and the responses.
  • View the percentage and number of responses per choices.

Survey Response Screen

Export ResponseClick this to export your survey results.
Browse Responses One-by-oneClick this to browse and view the detailed response per respondent.
PercentThis diplays the response rate percentage.
ResponsesThis displays the number of responses per question and choices.
Browse…Click this link to browse and view the detailed response per respondent. This link works the same as of the Browse Responses One-by-one tab.

Browsing Responses

To browse the responses of your survey, click Survey in the navigation bar, then click Browse Responses. Select the survey you want to browse from the survey list and click Browse Responses. The screen shows the detailed response per person or respondent.

Browsing Responses Screen

Edit ResponseSelect this to edit the survey response, the Editing Response screen displays.
Save your edits or click Exit to return to viewing the response without making any changes.
Delete ResponseSelect this to delete the survey result of the respondent you are currently browsing.
Response # Drop-down MenuClick this to skip and select a particular survey response you want to browse.
NextClick this to go the next survey response.
ExitClick this to return to the Browse Survey Responses screen.

Exporting Responses

To export a survey result, click Survey in the navigation bar, then click Exporting Responses. Select the survey you want to export from the survey list and click Download Responses.

Alternatively, you can export survey responses by:

  • Using the Surveys > View Surveys screen by clicking the Export Responses link.
  • Clicking the Export Response tab in the Survey Response screen. See Survey Results for more information.