Surveys

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

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

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.

• 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

	Click 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”.
	Click 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”.
	Click 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. You can add or delete options per question. Click the add icon to add option(s) or the delete icon to remove option(s).
	Click and drag this field to ask questions that are answerable with clicking two or more options. You can add or delete options per question. Click the add icon to add option(s) or the delete icon to remove option(s).
	Click 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. You can add or delete options per question. Click the add icon to add option(s) or the delete icon to remove option(s).
	Click and drag this field to ask about location or country. Click the add icon to add a country and the delete icon to remove a country or countries.
	Click and drag this field to upload an image, document, or other files.
	Click and drag this to provide additional information or instructions that do not require responses.

Other Designer Fields Details

	Click this toggle the visibility of a field.
	Click this to add a similar field after itself.
	Tick the box if the field requires to be answered by the respondents.
	Choose 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.

• 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.

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

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

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.

• Autoresponders and Triggers
• Scheduled Email Queue