Accounts
Q: How do I set up an account?
A: Creating an account is easy. All you need to do is enter a valid email address
and password.
Q: What if I forgot my password?
A: You can select the ‘forgot
password’ link
on the sign in page and we’ll email it to your registered email address.
Survey Creation
Q: How do I create a survey?
A: Creating surveys are easy. After creating an account,
select the ‘My
Surveys’ button at the top of the page. On the My Surveys page you
will have the option of either creating a survey from scratch or editing
one of
the predesigned templates located at the bottom of the page.
To create a survey from scratch, select the ‘create’ button.
1. On the next page, enter a title. Optionally, you may also enter a description
and image (your image will be presented at the top of every survey page) or a
theme. If you wish to use a graphic, you can do so through the image
manager flow.
2. Select ‘Save’ to continue.
3. To add questions, select the ‘Add Question’ button
4. To reorder questions, simply drag and drop questions in the preferred order.
5. To add page breaks in your survey, select the ‘Page Break’ button.
Page breaks will be added by default at the bottom of the page. You can drag
and drop a page break between any two questions you like.
6. At anytime, you can preview or save your survey by selecting the ‘preview’ or ‘save’ button
at the top of the page.
7. After the survey is saved, it can be launched directly from the ‘My
Surveys’ page.
To edit an existing template, select the ‘Customize..’ button
on the right of the survey template on the My Surveys page.
1. You may edit the title or description
2. You may also add an image or theme.
3. Select ‘Save’ to continue.
4. You may edit or delete any question by selecting ‘edit’ or ‘delete’ located
on the question
5. To reorder questions, simply click and drag the question in the preferred
order.
6. At anytime, you may save the survey to edit or launch it at a later time.
7. After the survey is saved, it can be launched directly from the ‘My
Surveys’ page.
Images
Q:
How do I add images or a logo to the top of my survey?
A: You can add images and use them at the top of
the survey or as a reference for a question type. To ‘add images’ select
the image manager button at the top of Create Survey page.
From the Create Survey page, you will select
the image using the add image field, select an image name and the ‘upload’ button.
Q:
How do I launch a survey?
A: You can launch a survey by selecting the ‘Launch Now…’ button
on the My Surveys page.
1. You will be taken to the Edit Survey Options page. From there you will
be asked who you want to send the survey to, when you wish to send it, and
what
will be the final confirmation message users will see.
2. Select ‘Launch Survey’ to launch the survey.
Q: How do I manage my customers?
A: You can create customers by simply selecting the ‘create new customer’ button
on the My Customers page. There, you can add a customer by manually entering
them or by uploading a comma delimited file (.CSV file.) After you upload
customers you can group them. Check the customers you wish to add to a group
and then select ‘Create
New List.’ Alternatively, you may also add existing customers into
an existing list by checking the customers and clicking ‘Move to’ and
then the list.
Q:
What question types are available?
A: There are 7 question types to choose from.
Single Select Radio - This question type is used when there
are mutually exclusive answers.
Multi-Select Check - This question type is used when there
are more than one answer to a single question.
Single Select Matrix - This question type is used to allow
a single answer over multiple dimensions.
Multi Select Matrix - This question type
is used to allow multiple answers over multiple dimensions.
One Line, open ended - This question type
is used to allow for unstructured, free form answers.
Multiple line, open ended - This question
type is used to allow for longer length unstructured, free
from answers.
Single Select Pulldown - This question type
is used for a single selection with more answer choices than
the Single Select Radio
question type.
For help on other issues not described above, please contact
us if you have further questions.
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