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10 Ways SurveyGizmo 3.0 Improves Surveys (Webinar)


The top 10 features of SurveyGizmo 3.0 that will improve your surveys.

Recommended For

  • SurveyGizmo 2.6 users or users familiar with other survey tools and want to see what the top features of a modern online survey tool can provide.

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Slides used in the presentation:

Ten Ways SurveyGizmo 3.0 Improves Surveys - Webinar Transcript

Good morning, everyone. My name is Mario Lurig I am a Technical Training Manager here at SurveyGizmo and today's webinar is about ten ways SurveyGizmo 3.0 has improved online surveys.

First, let me give you a little bit of background about myself. I've been with SurveyGizmo about two and a half years. I started in Customer Support, moved into Sales Engineer position and now I'm in charge of making sure that everybody who uses SurveyGizmo is a survey rock star. So this is just part of that series of training and documentation to show off what amazing things you can do with SurveyGizmo.

We're going to go ahead and jump right in to the very first item. Now, this list is not in any particular order, other than kind of flowing through different parts of the tool. So it isn't like first is the absolute best—I think you'll find all of them pretty fantastic.

1. Drag and Drop Ranking Question Types

So, the very first item is actually drag and drop ranking survey question types. So, I have a sample survey up here and I'm going to go ahead and hit preview in Surveys 3.0 and it pops into this unique template that I have chosen for this particular example.

Now, on to drag and drop. Most people are used to interacting with surveys with a point and click of radio buttons and checkboxes and filling in blanks. When respondents see something that's a little more involved or engaging, it really draws them back into the experience because it fits more with their normal style of rating things. So here with the drag and drop ranking survey question, you can actually left click and drag to place your favorite items in order. You can even grab them and move them around and change their order, rate all of them, and move some back out of the list. It always is dynamically updating the survey results. This is a very engaging effect and it is one of the improvements we've done with drag and drop survey questions in SurveyGizmo 3.0.

2. Drag and Drop Question Editing

Keeping on the theme of drag and drop, let's talk about Drag and Drop Survey Question Editing. In SurveyGizmo 3.0 you can not only add questions in the standard way of Clicking Add Question and selecting it from the list, choosing a radio button, filling out any information, and it gets tacked on to the very bottom of that particular survey page.

In addition to that, now there's a new black toolbar on the left side of the page. It has a lot of functionality—this is our drag and drop question. There's a small set of four squares at the top. You can left click on it and toggle the orientation of the bar, or if you'd like, you can even move it somewhere else on the screen, if that makes it easier. The toolbar will stay with you no matter where you go and it'll stay in place so you can make use of it. I personally like it on the left side in a vertical position, so I'm going to leave it over here.

Now, each icon on the toolbar represents a particular type of question or type of option. So, these question types you see here have a radio button, and these have a checkbox. If any of them are not clear, you can hover your mouse over any particular icon and a little tip will appear that will let you know what the icon represents. For instance, if I was headed down to this dot, dot, dot (this ellipse), it'll say drag this to select from over 20 different question types. So, if the survey question type you wanted to add is not one of the ones displayed in the toolbar, you can go ahead and just drag in this general one.

So, where's the drag and drop functionality come in? Well, I'm going to grab and drag in any of our 20 question types. And you can place the question anywhere in the survey you like. So you can build the question, even after the fact, and drop it in as a new first question. No need to reorder after the fact—you simply create the question in place.

So, I'm going to go ahead and create it right here in the middle. Now, since I chose the option to create a new question from one of our 20 question types, instead of jumping right into the question, it's asking me to choose which question I'd like. Now, I can choose to create it from scratch, or I can choose maybe something from the Question Library. So I'm going to go into the Question Library and I have a few questions in there, but let's say I want to go and choose something from the prebuilt questions to ask for some of that basic data. We have things like general demographic information, so on and so forth. And for this one, I'm actually going to choose "What is your age group?" We click plus to add that in, close it out, and we'll get that question added in right in for you.

So the drag and drop functionality really lets you put things where you want them. Here's a radio button question. I'm going to drop in, creating a question. We're going to say, New Radio Button Question—answers are yes or no, then hit Save. It saves those options and puts them right in place.

So, it's a very quick way to add survey questions and interact with the survey tool. It will really speed things up as you're moving things around, and especially if you're adding survey questions into somebody's prebuilt survey or one that you're editing that you've created earlier. It makes the experience a lot smoother.

3. Question Library Management

So now we're going to go into the third feature, which improves the way you interact with surveys: Question Library Management. You've just seen me work with the Question Library by pulling a question from the Library and entering it into the survey. If you want to add a new question to the Library, you can edit any individual question. And when you go to save it, we have an option on the bottom right that says Copy to Question Library. You simply check that box, hit Save and it saves that particular question to the Question Library.

Now, this is a pretty common occurrence—we actually had this in our old version. You could save those questions and then you could retrieve them by selecting Add a New Question from the Question Library. That's not the new part that improves the interaction. The thing is the questions sometimes change—maybe it's a basic demographic. Maybe it's a description about the business and you're saying, "Here's the main contact person." Well, that might change—and you don't want to have to go ahead and add a whole new question, giving you three different paragraphs all from 2008, 2009, 2010, etc. You'd like to just be able to manage that and make alterations in the Library itself.

At the top of the Question Library we have toolbars: we have a toolbar for Dashboard, My Libraries and Help and Support. If you go under My Libraries and go to the third tab (the Question Library), you'll see that we have all of the questions you've added to your personal Question Library. Now, ours is pretty blank—we have actually just added the two questions that are from our sample. But if you'd like, you can copy a particular question—you can remove it from the Library and you can make edits to it, just like you're editing within the survey itself.

The benefit here is that the Library is accessible from any particular survey within your account. So you can make changes. Maybe you want to change the title, maybe you want to set up a particular type of validation—there's a lot of different options for you. You can set all those up. You don't have to hit Copy to Question Library here: you just simply save it and it'll alter the changes and save that into your Question Library so you can access it.

So being able to manage what's in your Question Library will also assist you in making sure your surveys are as up-to-date and accurate as possible.

4. Point and Click Logic Builder

Let's move on to number four. Number four is the Point and Click Logic Builder. Now, building Logic is one of those items that our paid plan levels have really, really enjoyed doing. You get to do basic jumping and skipping. But in previous versions and many other tools that you find in the world, it can be a very tedious task to set up Logic. You find yourself creating a survey question that has to jump from place to place, and it's not intuitive to work with, and it's not something that you're consistent and experienced with.

Well, within SurveyGizmo 3.0, we did a major overhaul of our Page Logic to improve the interaction. So, you'll see that at the very bottom of the page is an Add Logic button. You can add multiple bits of Logic to any single page and they simply stack up. Each one is tacked on to the very bottom of the page and shows you a quick description about what the Logic Rule is and what happens if that Logic Rule happens to be true. So you can quickly see what is actually being affected. You can also go in and edit that rule.

Now, here's a very complex rule that we've set up. We've set up a condition where if their gender is male and the total number of responses to the survey is greater than or equal to 50 (so that's one rule group), or if the time taken on the survey is less than 10 seconds. If either both of these things are true or this last rule is true, then we're going to take the action that we've described. Once again, it's simply a matter of some dropdown menus and a checkbox here to disqualify the respondent and give them a custom message.

You can also add on new conditions very simply. I can hit Add Condition here and I might say, "All right, this is an and rule," you'll notice that since I don't have a question selected, it's just an open textbox on this side. And there's some options for how you're going to compare items. But, when you select a question—so here, we choose the question "What is your age group?" (our radio button question we added in the beginning)—it automatically chooses the most appropriate comparison operator here in the center for you (which is is in list), and then provides you with a list of the different answers that were in that particular question. So instead having to enter that in manually, you simply check boxes.

And this Logic Builder is doing something really unique here. It's saying, "What is your age group?" If it's in the list, if they selected either 18-24, 25-29, or 30-34, then it's fine. This is a radio button question, so they can only select one answer: any three of these would trigger this portion of the rule to be true. You can switch that to something like is exactly equal to, and then you set that to only one option. So, there's a lot of variation and a lot of possibilities in this survey Logic Builder.

You can see up here, we also have special items based on say, geo tracking data, email invitation data, and system data, such as the time taken on the survey or the current date. So there's a lot of flexibility here and it's all through a point and click interface, and it's a very powerful interface.

In the Logic Actions, you can choose to disqualify them, redirect them to a separate website (or maybe you're redirecting them to a different survey you've created), or jump them across to a different page, so you can jump them to page 2 or page 3—whatever you'd like to do. So that feature builds out our Logic Actions in a pure point and click interface.

Even better, the Logic Builder and what you use and you learn using the Logic here, is actually applied when building filters to filter your results and used on actions when you're deciding whether to maybe send an email under certain conditions. It uses the same interface—it's consistent throughout the tool, so it's not only easy to use, but you're going to be familiar with it when you see it used in different areas.

5. Survey Translations

Let's get to number five, Survey Translations. Now, we're starting to leave the Editor a bit and talk about some of the features that really keep things smooth and easy. Now, in our previous version of SurveyGizmo, and in many tools, if you need to make a translation (a different version), you have to actually just copy your survey and then someone comes in and has to edit each individual question in this copy one by one, changing the text and translating that, right? In that system, your translator's doing a lot of click throughs. So they have to have some knowledge of how to interact with the tool. If you are dealing with a translator who's not super-familiar with the tool, that's going to be a more tedious task for them to go through.

With SurveyGizmo 3.0, we actually have a Text Translation Settings tab. You're always presented with a default language that's English. Now, you might choose the default language is actually going to be Spanish and that's the only version you want—if you're just going to have one version of the survey, fine. But if you have two versions—let's say you have an English version and you want to add in another language. You can simply hit Add Language, choose one from the list of languages (they're broken out in an alphabetical list and if they've already been created, you can't select them again).

You can select your new language and create it. Here we've actually already created a Spanish language translation. So, let me show you a bit on the interface here. We have all the details that are included in the survey itself as part of the translation, so here's the Project Title, the Page Title, the names of actions, the names of questions, and the different options or answers that are available. You can even go through and change things like the Look and Feel (which are the buttons and navigation), error messages, and the Save and Continue messages can all be updated here.

If I switch this to the Spanish translation, it'll reload the page and things will change ever so slightly. First, underneath each item on the left is the original translation. So if you have someone coming in to do a translation, two things are benefiting them: One, on the left side they see what the original text was, so they can easily go through the translation without having to flip between pages or windows. And two, all of the elements are on a single page in this organized list of open text fields. So they don't have to actually navigate through—they can simply work their way down the list and make changes. So, here, maybe we want to make the title in Spanish be "muy bien?" We can go ahead and do that.

As you can see here, we've also changed the page title: page one is now "Pagina de un" and we have "nueva pagina" for the "New Page Logic action." I've just gone ahead and named it as such.

So this is going to be reflected for those who are going to the translation. All of the data, no matter how many translations you have, is still collected within one survey. No need to combine survey data together, either inside the tool or after post-processing. All the data is collected together automatically. So it's really handy for getting all that data into one survey without much fuss. And as I mentioned, of course, you can do this with messages (such as error messages or validation)—you can see the original and they can make those translations.

Now, when are these Survey Translation settings applied, right? That's the question. When you actually go over to Publish a Survey, you send it out—for instance here we have a default link that we're going to go into—there's actually a section for Language. You can set it to Auto where their browser tells you what language they prefer—if there is a translation for that language, it automatically switches to that translation. However, you can also set up a link to go directly to a particular language. So if you know that you're sending out an email to Spanish customers or you'd like a web link on the Spanish version of your site to get customer feedback, you can go ahead and switch the language to Spanish for that particular link and have a separate link for English. You send them to the exact same survey, but to their specific translation for it. So it flows all the way through the application, making use of those translations.

6. Point and Click Branding

So now we're halfway through, and we're going to get into a few other features that are spread out through the tool. The next place we're going to go into is Point and Click Branding.

So. Some people are familiar with HTML & CSS, while some of us find these abbreviations nauseating and are unclear with them, right? We're like, "Oh, I don't want to do that—I just want to change my logo. How do I make that happen?"

Well, in SurveyGizmo 3.0 we've added and improved the ability for you to brand your surveys through the point-and-click interface. So, of course, you've built a theme by choosing one of our prebuilt survey themes, right? We've chosen the blue ledger here, and we have a selection of other themes that are available. You can even preview what they might look like. One of my favorites is the Zen theme—I'm going to go down and hit Preview and you can kind of see what the survey will look like when that theme is applied.

Now, this survey theme could be everything you're in love with, right? It's beautiful, this will work fine for me, I'm fine. However, this survey theme can also be a starting point for you to make some adjustments and changes. So, I'm actually going to go back up here into Themes and go to the Customize tab. Under the Customize tab, you get a quick semi-preview of what it might look like when you make your changes, so you'll see some coloring options here. If you scroll down a little further, you'll see there's a selection of theme settings. You can change some basic things you might expect: what font is used, how wide the survey is, etc. To choose a logo or image, you simply click. It pulls up your Library of images and you can go ahead and choose one and add it in. The preview update shows you what your logo might look like in the theme.

You can also add in some alternate text and make adjustments to different elements. So, for instance, say you don't want your questions numbers displayed within the survey anywhere, you don't have to disable it within each individual question, you simply come into the Theme and point and click to turn off question numbers within the survey itself. You can even turn off things like the Progress Bar, and they're completely removed.

For our Enterprise customers, you can turn off the Powered by SurveyGizmo tab—that's an extra option we make available for you at the Enterprise level.

On the right side of the Color sets. Now these are all hex codes—which for those who are not familiar with HTML and CSS, it might be a little bit intimidating. We understand that, and so when you click on any particular one, you're presented with a color field that you can choose from: just simply drag your mouse around to pick a new color. For instance, I'm going to go ahead and choose this very deep red and then I'm actually going to copy and paste it. So I right-click Copy, and I'm going to change the survey colors up for everything, including the Progress Bar.

So I've now made a choice by choosing from a color palette, and we're seeing some changes. I'm going to go ahead and save it. Here's what our original looked like in a preview window, and now here's what we did with just a few clicks. I'm going to reload our preview window, and now we've taken the blue hue and switched to a deep red hue and we've added in a logo. We made some big changes.

Now, if this goes too far—let's say you've made some changes and it's too much and you're thinking, "I want to get back to the beginning"—you can always go back to the theme in the Themes tab and reset that theme. I say, "Yes," and it resets the theme, if I reload, we'll be presented with the original blue theme.

Now, for those who want to do it an advanced way, we do still have the option for those who are familiar with HTML and CSS for adding in that code, but the feature that we really wanted to show off was this point and click method for making alterations and quick changes, like adding in your logo.

Now, this isn't the only place we offer branding. One of the best options about branding is that it's also available on the report side, so not only is the survey branded, but when you're sharing your results with your clients or customers or even the survey takers, you can go into a report and the reports have a style tab. It's going to look very familiar in that it includes the header and a little preview window, you can choose fonts and you can choose your masthead.

So for example, here you have the default SurveyGizmo masthead. If you have a logo for your company that you'd like to be part of your reports as well, you can click that and select it—I'm going to choose this E-Customs one—and you'll see how that fits in. And once again, you get some color choices.

So it allows us to go ahead and view the report before I actually make these style changes: you'll see that we have our original report, not very branded, but then we can go back in, make those changes and we say, "Hmm, I'd like to use E-Customs and I'd like to make the Page Title Color equal to this bright green," and we hit Save Style Changes and that's the new page title color. And you can see it reflect in the preview and it comes up when you review the report—it's instantaneous. So it's going to affect all this particular report, no matter who you share it with. So, that same point and click interface works for you.

7. Prelaunch Diagnostics

All right, so heading into number seven: Prelaunch Diagnostics. Prelaunch Diagnostics is one of the new features we added with SurveyGizmo 3.0 to give you some feedback in a very automated fashion about what the survey user experience might be like for your survey taker. We head on to the Publish tab, which affords you a bunch of different options. You can do things like Preview, Run Diagnostics, Change Look & Feel, Send a Test Link, Generate Test Data, and, of course, create a new link or campaign (like a web link, a MailChimp campaign, an email campaign…all of these are available).

Run Diagnostics, which is automatically run when you change your survey from "in design," when you first create it, to "launched," automatically runs the diagnostics. So here we see the diagnostic results. It gives you an Estimated Length. This judges by the number of questions within your survey and the types of questions that are present. We've assigned a value to each type of question and it gives you an estimate of how long we think someone might take to fill out your survey. Now, ours is a simple three question survey, with one ranking—estimated length is one minute.

The Complexity score deals with the types of questions. So if you have lots of tables, lots of open answer tables or mixed custom tables. This is a very complex survey, so I have to have a stronger understanding to complete it. So the Complexity can climb and it has a few different options. Here we say the Complexity is Ok, so you're in good shape—you're not going to overwhelming your respondents.

The Fatigue score: how many questions do you have? How many questions are there per page? How many pages are there in the survey? That's what goes into the Fatigue score to give you an indication.

And finally, and what's most important, especially for educators now and those with nonprofits have also been keying in on this is Accessibility. So, we're fully-compliant for survey takers to fill this out with a screen reader and we strive to make it even more accessible, whenever possible.

Part of this is the accessibility score. We not only give you an estimated score, but we run some tests, and in this case, we can see that we have a drag and drop ranking question. It gives you a warning: it's possible, it is accessible, but it's not as easy for those who are using alternatives. So you might want to consider adjusting that question. We do have a table version of the drag and drop that is a bit more accessible. So, if that's a consideration—and for many it is—we're going to go ahead and give you an evaluation of your survey in that regard. So it can be accessible for those who are using screen readers and other items, non-keyboard and mouse interactions.

Now, beyond the diagnostics. Once you know that your survey is ready to go and takes a certain number of minutes, you need to test that. There's two things that come down with testing. One is sending out a test link. Maybe you want someone else to review it, so you send them an email and they get a link and they fill out with some test data, so you can get a look and they can give you some feedback on the survey itself.

But if you really want to test your survey, you not only need to test the questions and the build, but you also want to test what the reporting looks like, because in the end, it's all about getting data. And if the data coming out is not what you expect, you're going to have problems. So by improving the surveys by testing the survey data output and testing what the survey results might look like, you're going to get a much better survey results and it'll be faster for you to work with.

So we have a Test Data Generation Tool. You can choose how many responses—up to a 1,000 responses at a time—the system is going to generate. For instance, I can switch this to just ten. The next option says, "Would you like to do a total?" So, it's just going to do ten responses total and just take whatever random logic branches there are—or do you want to do one for each branch? So, there's a branch that jumps them from say page 1 to page 3, and there's a branch that doesn't, they just go 1, 2, 3, you can actually set it and it'll do 10 for the one branch that jumps them and 10 for the branch that doesn't. Each possible branch gets tested, so you can really see what it looks like when people are taking each branch and make sure it's flowing properly and make sure all the data's coming through.

Now, the next option in your Advanced Options is for generating random open text values. That means essay boxes, textboxes, number boxes, if you're asking somebody about their age and it's an open text field, but you haven't set it as a number field, they can answer "I'm 12" and type that in as a word, right? Instead of "10," they could write "ten." Well, if you don't have any validation, if you haven't chosen it as a number field, that would be a valid answer.

The Test Data Generation Tool will test that validation by inserting things that are probably not allowed. If they do get through, you'll see that when you export your data, that there's a problem with your validations. So it actually can help you improve the survey by testing for situations where people can type in unexpected results. I go ahead and hit Generate Data, it goes through the processes and generates all ten responses, and lets you know how things are going. When it's done, you can head back to the Overview, and you'll see that here we have a collection of test responses. These responses only last for 24 hours and then are removed. But they are accessible in your survey reports, so you can test to see what your survey reporting might look like.

Here's a gender question and here is an age group question—we can see how these chart and really get a feel for it. We can even export this test data and it automatically disappears in 24 hours, so as to not corrupt your main data set when you actually start retrieving data.

9. Building Multiple Web Links

On to number nine: Building Multiple Web Links. So we've spent a little bit of time on the Publish tab previously and I clicked into one of these campaigns. These two campaigns, the Default Link and the SurveyGizmo.com Only Link, are two separate web links. Inside these web links, you can make additional changes. So, for instance, if I go into SurveyGizmo.com Only, I can edit this link, adjust the name, change its status around. If you're an Enterprise or Dedicated customer or student account, you can make it a secure connection and you can do some of the branding options. So, for instance, if I want to make this branded sub domain "acme.10ways@sgizmo.com" the link, I can switch that over.

You can, of course, choose the language: we talked about using translation before. So all these options are related to just this web link. I'm designing this link to go on SurveyGizmo.com. I might put another link on a different website, right? Maybe we also have SurveyGizmoUniversity, and we want to track those separately. So, I'm going to go ahead and save this and you can create new campaigns, just click a new web link. Maybe you're going to embed it, maybe you're going to send it out through a MailChimp campaign.

In all these cases, these are separate campaigns that can be tracked separately. So you can see the different links, it will track how many responses that come through that particular link and, more importantly, if you want to see the results for a particular subset—so if I want to see only the results from people who came in through SurveyGizmo.com—you can head over to the Reports tab, go into our trusty Summary Report that we created a little earlier, go under Filters—this comes under our Pro, Enterprise and Dedicated plans—and you can choose which campaigns you'd like to see data. If none are selected, it will assume any of the campaigns, that you're not being picky. But if you go ahead and check SurveyGizmo.com, it will now only show you the results of the individuals who came in through that particular web link. So you can really see the effectiveness of different distribution methods, if you're getting feedback for a customer. This is another tier of information that you're getting through SurveyGizmo.

If you run an email campaign, you click Add a New Email Campaign—maybe you're sending out invitations, add in some contacts, save that—you're once again going to get a whole new campaign that you can see the results for. So mixing campaigns doesn't mean you have to mix where the survey data comes from—you can actually track those separately.

We're almost to the Question and Answer session and so if you have any questions that have come to you and you haven't typed them in yet, go ahead and get them in, all of them.

10. Report Customization

The number ten item: Report Customization. Reporting took a major overhaul—an improvement when we designed SurveyGizmo 3.0, and in this screenshot, you can see we have a few different options. We're going to actually take a look at them. So let me head under Reports.

First thing you'll notice is a quick "data glance" here, so you can take a quick snapshot without having to create an entire report. And we have all of our different reports and exports, such as the CSV or Excel export. They offer a lot of similar customizations. I'm going to make use of our Summary Report here.

Here's the Summary Report we created with our custom logo—we've already talked about styling and branding it—and here's the drag and drop ranking question, and the "What is your gender?" question. So we have a collection of items here. Now this was created before we added that new question—remember, we added a question a little bit earlier to this particular survey? So I can click Add All Questions and it will add in all of the different survey items, or I can simply click Add Question Chart Item.

We also have different Element Display Types. So you can customize it by not only adding in different questions—I could add in a bar graph here and choose the new "What is your age group?" question. You can customize what the headline is going to be—originally, it's the question title itself, but you can change that. You can even add additional text, like "Demographic data, not to be used heavily."

You can even make customizations for showing the answer title, rather than the reporting value. So maybe it's male and female, and you choose that it actually saves the data as ones and zeros. In the report, though, you might want to display just the male, female portion for clarity—even though when you export it, you might want those actual numerical values. So you can check this option and set that up.

I'm going to hit Save and now we've added a new element here. We can even move it around, so if I want the age group to move up to the middle, I can drag that over. If I head right under View Report, we're going to see our report—and here it is: "What is your age group?" and it's showing the demographic breakdown. It even has statistics on the right side. So you've quickly added in a new element. But there are other types of elements that we can add in, too.

So if I go ahead and add in a new item, and I choose Cross Tab—our Pro customers actually have access to our 1:1 Cross Tab and we have an Advanced Cross Tab, of course, but this is a quick comparison between two items. So I'm going to compare the gender question with the age group question. I'm going change the headline to "Gender Versus Age", hit Save, and it adds in this new element. Maybe we want to go ahead and label that a little more, so we're going to add in another headline. So we're going to add in a headline that says, "THIS PART IS AWESOME!"

Now, maybe you won't use that exact wording or all caps if you're sending this out to a client—but the point is that you can go ahead and label additional text and additional descriptions to really flesh out the report, so you're not just sending data along, but actually maybe you have an analysis of that. So you can add a bit of text after the question that says, "This is the relationship," and you can send this along without having to need extraneous documentation—you can actually incorporate that extra text and description right into the report that you're going to share.

So, head over to View Report, we'll see the age group question, the gender question, and here's "THIS PART IS AWESOME!" here's our headline that we've added in, and you have gender versus age and "What is your age group?" versus "What is your gender?" And we see the comparison points here. So, you see a quick Cross Tab and the ability to customize it.

Of course, sharing it is part of that customization, where you can simply check a box and share with them a link, so they can view it. And if I was to click here to test this link, you can see a public link to view this data. You can share that out with them.

So that customization really lets you go a lot further with your reports than you ever could before. You can now really compile your report like you might do if you were doing it in Microsoft Excel, PowerPoint, or anything else you'd like to build it in.

Questions & Answers

All right, with that, we're going to go into the Questions and Answers section. So, we're going to go ahead and get started here with the first question.

How can I divide a survey of 36 questions into multiple pages to facilitate readability and efficient completion?

That's a great question. If you already have the survey created with 36 questions, you can head right under the Editor and actually reorder it.

You can see Reorder in a few places. One, you can click at the top of any page, there's a little four arrow icon that you can click as well under each question. This brings you to the Reordering section—and now you can add in new pages, here I only had one, so let's actually go back here and I'm going to add in a new page, I'm going to Insert a Page, it's going to create that new page. I don't like the title, "New Page," so I'm going to make that page 2. It's a very quick edit, once again.

Now we're going to go ahead and reorder, so I'm going to click Reorder and I'm going to say, "All right, I want to move the drag and drop ranking question to page 2," and there you have it, you simply drag it around. If you want to compress it, you can even hide the question so you can easily move the pages themselves around. This is how you can get this all set up. So, I go ahead and hit Save Changes and we're all set. Thanks for the question!

What's the best way to use SurveyGizmo for data collection processes?

So, of course, we've covered the Publishing tab and different ways you can distribute your survey. And one of the biggest ways SurveyGizmo lets you do data collection is its ability to integrate with so many services. You've got web links, you can send out email campaigns through us, you can send them out through MailChimp if you maintain subscribers for, say, a newsletter through MailChimp, through their email marketing, you can post your survey to your Facebook, you can send it out through Twitter, you can embed it onto a page…maybe there's an internal wiki that everyone's using to go over a course, and you want to add a survey into there? You can do that.

So there's a lot of different methods for distributing your survey. Also, there are different levels of power accounts that let you do different things. For instance, for students we have a free student account that has the same power as our Enterprise account. The Enterprise account is $159 per month (or over $1,700 per year). But for students, that same power is completely free. They're just restricted to one user and 500 responses, and they can use that power to integrate with whomever they want. In most cases, though, students are using different methods like Twitter, Facebook and sharing it with different lists to get the feedback information they need.

How do we get a copy of the PowerPoint slides you're using?

You'll get an email in 24 hours on the webinar that will point you back to the webinar's signup page that will include not only the slides that are used, but also include the video recording in full HD glory. So you'll get that in 24 hours. The slides are right on the page and you can download them—they're actually hosted by Google Docs.

What languages are supported by Translations?

I had only English and Spanish, but you can absolutely, as I mentioned, add in any language you like. If I want to use German, I choose German and click Add Language and now I've created a translation for German. When you see the field, then you can make all your changes. I would type it in, but I actually can't type German very well.

All right, a few more questions. We've got a whole slew of them, so I'll try and run through them before we run out of time here, I'll do as many as I can.

Can you do test data after you've launched the survey?

Yes, you can do test data at any point in time—it just generates test data that's available for 24 hours. But it will be part of your reporting. So you can do that at any point in time, it's just part of the Publish Tab.

If you run surveys from multiple subjects, can you sort them by subject?

Not sure of the question there, unfortunately, but you can absolutely organize your surveys by name and, if you have different subjects—maybe this is related to filtering. If you have a question that says, "Choose your subject" and they answer that, for our Pro, Enterprise, Dedicated customers you can use filters to not only sort by campaign, but if I only wanted to see only the ones who said their gender was male, I could save that and then see the results for only that subset of individuals. You can do that by subject, as well, so to answer your question, yes, absolutely.

Is SurveyGizmo 3.0 out of Beta?

It's been out of Beta quite a while, it's fully functional and we strongly encourage people to use it. For those who have previously used SurveyGizmo version 2, you can actually copy surveys over, there's an actual tab for My SurveyGizmo 2.0 projects and you can copy the survey. It doesn't move over the data, just the survey itself, moves that over to new version 3 and you can start using it. Tons of people are using it every day, and I strongly encourage you to jump in and make use of these new features.

How do we add our logo to the Library?

Under the My Library tab where we accessed the Question Library, you can also see files and images. Any of our paid accounts have the access to upload files and images. So you upload a new file—just choose it from your computer, give it a title, and upload it—and then it's added into the Library. And you can delete it, remove it, see multiple pages and see how much space you've used up.

Can we add assigned folders for our surveys?

Absolutely. There's an entire folder management system—it didn't make the cut for the top ten, but there is a full Manage Folders section.

Here's a list of all the projects. You can see we've created a few different folders here—here we actually have a Webinars folder. So I'm going to go, "All right, I'd like to filter through the list by the word 'webinar'," so let's take a look. We can see there's a bunch of them here. And I'm going to go, "Webinar 10 Ways," so I'm going to drag this over into the Webinars folder and now it's going to go ahead and add that particular project right into the Webinars folder. If I was to click into the Webinars folder, you can see that it's presented right there. And we can do that with any number of them. You can even move them around in between.

Is there a way to combine data across multiple surveys and run a report?

Not currently, but there is one thing you can absolutely do that is really neat. One of the elements you can add when you're adding a new item to your report, is if you have another existing report—and this could be from a different survey, so obviously you want to name those appropriately (these are all real generic, it's our demo). But you can choose another report and it will actually incorporate that Summary Report into the report within this particular account. We don't have a combined Summary Report where you can pull in data from this survey and this survey and this survey and combine them all together at this time. But I definitely recommend using the Feedback option on the right side to get into that. That suggestion is already in our User Voice Feedback, so you can put your votes behind it and get it generated.

We're getting really tight on time, so I'm going to quickly go through these last few ones.

Is there a Report Library to reuse reports in different surveys, like question in the Library?

There's not—reports are very unique to the surveys themselves, and we don't yet have a Library for styling it (although we've had some interest in it). So if you've chosen your style for the report, a particular logo and coloring, there isn't a way to save that out just yet. There's been some interest in that new feature, but, of course, there's always competing interests for our customers. We always try to develop new things. So not yet, but put your vote behind it and maybe we'll develop that in the future.

How are diagnostics constructed? Are the ratings done by you or the software?

Diagnostics are automatic by the software. We've obviously designed some back and forth tweaking to improve what that's based on, like I mentioned with questions and the amount of questions per page, the types of questions—we analyze all of that and it's automatically calculated by the software.

Can you change your report to show a calculation of results (doing a net promoter score kind of setup)?

There are some settings for changing around the reports, such as some quick adjustments to the pie charts and bar charts and deciding whether you're going to see any statistics, so we have the sum, average, standard deviation, max. But there is not a particular report element yet that would change the types of the way that data's going to be analyzed, such as using a net promoter. That's actually an element we want to add later, so you can look at this data in a different way, that's like a type of report we want to add. There are other types of reports that perform different needs, so we have a cross tab, we do a fall off report and even a profile report. Profiles are comparing one person versus the rest of the respondents.

So, those are a repeat. Denise asks also again about doing multiple pages, to save time, since I've already been over it, you'll get an email in 24 hours that will have a link the video and you can catch that again. I'll keep all the questions in there.

Can you download items to PDF?

Yes, depending on your plan level, you can absolutely do that. There's an export here to PDF and you can export that. So our Enterprise and Dedicated customers can export those reports to a PDF. And surveys can be exported in various ways, as well. We also have the ability to send those out as a Word file—if that's more appropriate, you can export that.

All right, last question before we go to the final bit of information.

Is it still possible to export raw data in Excel, CSV, instead of creating a report?

Absolutely. So we have all of our different exports: our CSV, Excel export, you can do pipe data, you can even export to SPSS at the Enterprise level. You can also go ahead and create a CSV, Excel export, say create the export, it creates all those elements. Then you can do things like, "I don't want to know the IP address information," so I can just hide that. You can even remove that item, so I can say, "remove this element," and that's going to be gone from this export, so you can customize that. When the export is saved, it's actually saved at the bottom, like the Summary Report, so you only have to build it once. You can run the report, get the download, you can even see a preview of what that report might look like before you download it.

So here's a quick sample of that. And it has all the same filtering options and even the ability to publish or share. For instance, Enterprise customers can share that by actually sending an automated email on a recurring schedule, say on the first of the month.



Thank you again for attending! My name is Mario Lurig, and this has been Ten Ways SurveyGizmo 3.0 Improves Your Surveys.

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