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SurveyMonkey User Manual

For account navigation, survey creation, distribution & analysis
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SurveyMonkey
User Manual
Customer Guide for Account Navigation, Survey
Creation, Distribution & Analysis
Copyright ©1999-2011 SurveyMonkey. All Rights Reserved.
No portion of this guide may
be copied without the express written consent of SurveyMonkey.

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  • Page 1 SurveyMonkey User Manual Customer Guide for Account Navigation, Survey Creation, Distribution & Analysis Copyright ©1999-2011 SurveyMonkey. All Rights Reserved. No portion of this guide may be copied without the express written consent of SurveyMonkey.

  • Page 2: Table Of Contents

    SurveyMonkey User Manual Table of Contents & Summary I. Getting Started …..………………………………………………………………. pg. 3 1. Creating accounts and upgrading pg. 3 2. Pricing and payment options pg. 4 3. Features of Basic and Professional accounts pg. 5 II. Survey Design …………………………………………………………………... pg. 7 A.
  • Page 3 2. Post on your website pg. 35 3. Embed survey or create popup invitation pg. 36 Post the survey on Facebook pg. 36 Send through SurveyMonkey Email pg. 37 Upload emails to a list Compose a message iii. Send a reminder email...

  • Page 4: Getting Started

    I. GETTING STARTED Welcome to SurveyMonkey! This user‟s manual guides you through all areas of SurveyMonkey. It takes you from start to finish covering topics such as creating and upgrading accounts, designing surveys, collecting responses, analyzing data, and managing accounts. The manual directly links you to our FAQs and Tutorials. Simply click on the hyperlinks (indicated in blue underlines) to go directly to our Help Center topics for additional information.

  • Page 5: Pricing And Payment Options

    SurveyMonkey User Manual 2. Pricing and Payment Options SurveyMonkey offers several professional plans. All plans are billed annually except for the SELECT monthly plan. To see our full plans, pricing and feature comparisons, please visit the following page on our site: Subscriptions, Features, and Prices NOTE: We do not offer pro-rated refunds on subscriptions.

  • Page 6: Features Of Basic And Professional Accounts

    A survey with SSL encryption shows the 's' in the 'http' URL address. It appears as: https://www.surveymonkey.com. This is commonly used for online banking or sites that transmit secured information. In order to stay in compliance with...
  • Page 7 With the PLATINUM plan, you can take advantage of our white label feature. With this feature, you can remove SurveyMonkey branding and use a “research.net” URL to distribute the survey. Here is examples of some other things you can do with a Professional plan: 1.

  • Page 8: Survey Design

    SurveyMonkey User Manual II. SURVEY DESIGN A. New Survey 4. Where to Begin? When you are ready to create a survey, click on the [Create Survey] tab located on the page header of your account. Choose if you want to create: ...

  • Page 9: How To Add Questions And

    SurveyMonkey User Manual a. After creating the title, the Edit Survey page immediately opens. b. Click on the [Add Question Here] button to insert your first question. c. If you want to add pages, simply click the [Add Page Here] button where you want to insert a new one.

  • Page 10: Types Of Questions Available And Features

    SurveyMonkey User Manual 6. Available Question Types and Features a. Question Types To add a question to your survey, a dropdown menu is presented after clicking the [Add Question] button. Choose which type you want to create. To view examples of...
  • Page 11 SurveyMonkey User Manual  Configure the Comment Box Size. This enables you to change the size of the comment box based on a „characters wide‟ parameter.  Set up the Text Validation by the following criteria: text of a specific length, whole number, decimal number, date format (UK/US), or email address.

  • Page 12: Text Validation

    SurveyMonkey User Manual Additional Information: Setting an Answer Choice Limit There is a feature that allows multiple choice questions to limit "how many" choices a respondent can answer. When creating a Multiple Choice, Matrix/Rating, or Open-Ended (Multiple Answers Allowed) type question, set the Require Answer feature to where the respondent must answer according to any of the following options: ♦...

  • Page 13: Change Of Question Size And Placement

    SurveyMonkey User Manual The Text Validation is located in the question editor. When you click the dropdown menu, the following validation parameters are available for the open-ended comment boxes:  don't validate comment text  must be a specific length ...
  • Page 14 SurveyMonkey User Manual  Question Margin: To allot more spacing between questions or create indentation through spacing, then this setting is helpful. Sometimes a question may appear too close to the logo header. Type in a pixel number like "5" or "20"...
  • Page 15 SurveyMonkey User Manual Name the survey and then you have the choice to:  Select that survey and modify it.  Select as is and move directly on to create a link and send it to your audience. Page...

  • Page 16: Editing The Survey Theme

    SurveyMonkey User Manual 8. Editing a Theme As a Professional subscriber, you can edit an existing theme or add a new one by modifying an existing theme template. While in the design, these options are visible in the Edit Survey mode.

  • Page 17: Survey Options

    SurveyMonkey User Manual 9. Survey Options The survey options are located within the Design section of the survey. These options allow you to place more features on the survey like page numbers, logo, progress bar, etc. The following are available under the [Survey Options] button:...
  • Page 18 SurveyMonkey User Manual ii. Add Logo As a Professional subscriber, you can add your own organization's logo into the survey design. Logos up to in size can be added into the top left hand corner of every page of the survey. The logo must be in a .GIF or .JPG format.
  • Page 19 SurveyMonkey User Manual iv. Survey Pages and Title You have the ability to hide the survey or page titles when a respondent takes the survey. In order to hide them, follow these steps: Step 1: Click on the [Design] icon next to the survey title on the My Surveys page.

  • Page 20: Skip Logic & Advanced Logic

     Question Randomization and Flipping Random Assignment: SurveyMonkey‟s Random Assignment feature (also known as A/B splits) allows researchers to randomly put people into different groups to show them different images or different text. The benefit is to introduce experimental variation into surveys. A stimulus (free text, image, or question wording) is varied, and the difference with how users respond to the stimuli is measured in the analysis.
  • Page 21 SurveyMonkey User Manual Question and Answer Piping: SurveyMonkey's Question and Answer Piping feature allows you greater control and precision over question wording by automatically including the answer choice as part of a question. You can also pass a previously selected answer as a new answer choice into a follow-up question.

  • Page 22: Edit An Existing Survey

    SurveyMonkey User Manual B. Editing an Existing Survey Once you have created a survey, you can come back at any time to edit it even after it has started collecting responses. The following section covers the editing capabilities once your survey has been created or distributed.

  • Page 23: Add A Page Or Insert A

    SurveyMonkey User Manual Step 2: Click on the [Add Page Here] or [Split Page Here] button, depending on where you want to create a new page. 13. Delete a Page and Questions If you no longer need a page in the design, you can delete it from the Editor. When deleting, there is an option to delete all questions currently on that page or move them to a different one.

  • Page 24: Restore Deleted Questions

    SurveyMonkey User Manual Step 4: This shows the survey design again on the Edit page. The [Restore Question Here] button will appear next to any available place in which to restore the question. Simply click that button where you want the deleted question to be inserted.
  • Page 25 SurveyMonkey User Manual  The [Add Choices] button provides a textbox to manually type in a new choice.  A dropdown menu appears. Pick where in the list you want the answer to appear. Or choose the [Edit Choices] button to edit a current one.

  • Page 26: Print A Survey Or Responses

    SurveyMonkey User Manual 1. Click the [Print Survey] button from the Edit Survey page. 2. Select the Print Style from the drop-down and if you want the survey title and page numbers displayed. Choose the orientation and paper size. 3. Click [Download Printable Survey].
  • Page 27 SurveyMonkey User Manual Which Print Style should I select?  The Optimized For Printing will be in black and white.  The PDF of the Current Theme will appear exactly as your survey is excluding the logo. Which Orientation should I select? If you have many wide matrix question types in your survey, select the Landscape orientation form the Orientation drop-down menu.

  • Page 28: Collecting Responses

    SurveyMonkey User Manual i. Print PDF of Summary Results: Step 1: The PDF option is located on the Response Summary page under the Analyze icon. Step 2: Click on the Download Responses button located on the left hand side of the Response Summary page.

  • Page 29: Collector Settings And Restrictions

    SurveyMonkey User Manual These collector types are located under the [Collect] icon:  Each survey will have a Collectors page that lists each one created for it.  There are no limits to the number of collectors for Professional subscribers.

  • Page 30: Collector Settings

    SurveyMonkey User Manual What options are available under the Settings and Restrictions? i. Collector Settings: These allow you to determine the “settings” for the survey link. Setting 1: Allow Multiple Responses? Setting 2: Allow Responses to be Edited? Setting 3: Display a Thank You...
  • Page 31 SurveyMonkey User Manual What do the Yes/No settings mean if you allow editing or not? I. No: Respondents can only progress forward. No one can move back to previous pages to edit a response. The [Previous] button will be removed from the bottom of the page.
  • Page 32 SurveyMonkey User Manual What do the Yes/No settings mean if you allow multiple responses? NOTE: When allowing multiple responses, the survey should be finished in ONE sitting. No one can come back to edit or finish an incomplete survey. The link always opens to a new, blank survey each time it is clicked.
  • Page 33 SurveyMonkey User Manual Setting 3: Add a Redirect Page upon Survey Completion? The Survey Completion section is used to change the page respondents are directed to upon completion or exit of the survey, or if you want the survey window to simply close or loop back to the beginning of new survey.

  • Page 34: Collector Restrictions

    SurveyMonkey User Manual ii. Collector Restrictions: Restriction 1: Set a Cutoff Date and Time Restriction 2: Set a Maximum Response Count Restriction 3: Include Password Protection Restriction 4: Set IP Blocking? Restriction 1: Set a Cutoff Date and Time Cutoff Date and Time setting allows you to stop response collection on a specific date and time.
  • Page 35 SurveyMonkey User Manual Protection] to open the password dialogue box and set the password, labels, and message. 1. First enter the password for your collector in the Password field. 2. If you would like, you may edit the Password Label. The password label will be displayed to prompt the respondent to enter a password when the survey link is opened.

  • Page 36: Send Through Own Email Client

    SurveyMonkey User Manual C. Options to Send the Link SurveyMonkey provides several options for sending the survey to your audience. All three options are listed under the collector section for each survey. To get started, select the [Collect] icon and then choose how you want to send the link. As discussed...

  • Page 37: Embed Survey Or Create Popup Invitation

    SurveyMonkey User Manual  Access a collector that was used to collect anonymous responses.  Create a new Data Entry Collector.  Or add a response for a specific email address in the Edit Recipient section of the Email Invitation collector.

  • Page 38: Send Through Surveymonkey Email

    SurveyMonkey User Manual 4. Send Link Through SurveyMonkey Email : The Email Invitation collector enables you to create an email distribution list, customize the invitation message, schedule the delivery, and manage/track your survey respondents. Click the [Collect] on the My Surveys page, and choose the 2 option of Upload your email list and have us send a survey invitation option.

  • Page 39: Upload Emails To A List

    SurveyMonkey User Manual Additional Information for Using Email Invitation Collectors: The following sections explain how to perform other tasks in the Email Invitation collector. This next portion covers the following topics: How to create your email distribution lists. How to compose a message.
  • Page 40 SurveyMonkey User Manual iv. Add New Emails to an Existing List and Send Those the Survey Add an email address (or several) to an existing list and then send only the new email(s) a message. Click on the [Collect] icon to open the list of all saved collectors. From here you will click on the title of the collector that has already been sent the first message.

  • Page 41: Edit Email Addresses In An Existing List

    Learn more! White Label Your Surveys! Brand your survey with a “Research.net” domain and remove all SurveyMonkey branding. To learn more, visit the following: Do you offer a private or white label domain?

  • Page 42: Analyzing & Exporting Data

    SurveyMonkey User Manual IV. ANALYZING & EXPORTING DATA SurveyMonkey allows you to analyze the survey data within the Analyze section. As soon as a respondent clicks the [Done] button on his/her survey, the response comes immediately back into that section.

  • Page 43: Browse Respondents To Edit Or Delete

    SurveyMonkey User Manual How to View the Open-Ended Responses on the Summary page? Open Ended responses are located on the Summary page. Click the [Show Replies] button next to the open ended response. This opens the Comment Summary window. Within this window, you see all of the open-ended responses listed: NOTE: Click the [Find] button to jump directly to a specific respondent‟s results when...

  • Page 44: Response Type

    SurveyMonkey User Manual At the top of the page, you see the current response and the navigation arrows to scroll to a different one. Or enter a respondent number in the [Jump to] field and click [Go >>] to jump to a specific respondent‟s results.
  • Page 45 SurveyMonkey User Manual  Scroll through the survey by accessing the [Next] button. When you get to the question to be edited, you can either select a different answer choice or type in a different response in the comment box.
  • Page 46 SurveyMonkey User Manual How to Correlate the Respondent Number to the response in your Export: When browsing through the respondents in the Analyze section or online in your account, they are presented in the same order in which they are received.

  • Page 47: Creating Filters

    SurveyMonkey User Manual 2. Creating Filters As a Professional subscriber, filters enable you to look for specific data or patterns in the data. New filters are named and can be toggled on or off. You have the ability to filter by Responses, by Properties, or by a Collector.
  • Page 48 SurveyMonkey User Manual Example: You want to filter the data by more than one response. If you create one filter, you can sort by multiple parameters within the one named filter. Let's say you name this individual filter "School" and you want to filter for more than one school at a time.

  • Page 49: Filter By Properties Or Collectors

    SurveyMonkey User Manual ii. Creating Filters by Properties or Collectors To create a filter that looks for respondents who answered your survey according to a certain property, then the Filter by Properties is a good way to view those. This is handy if you want to: ...

  • Page 50: Managing Multiple Or Saved Filters

    SurveyMonkey User Manual iii. Managing Saved Filters Once you've applied a filter, only the results "matching" it will be displayed. You can have multiple filters created, but only one named filter can be active at one time. Simply toggle them on and off to view the data as you wish.

  • Page 51: Exporting Data & Creating Custom Charts

    SurveyMonkey User Manual 4. Exporting Data We offer several export options to Professional subscribers for downloading the data into summary or detailed formats. You may export your data at anytime without affecting the collection of results. Downloading responses enables you to create additional graphs in Excel, upload the data into other programs, save them to your desktop, etc.

  • Page 52: Summary Exports

    SurveyMonkey User Manual B. Summary Only: If you need a Summary, XML HTML, or PDF version of the results, choose the Summary Report type download. These formats download directly to your computer. Sometimes a popup blocker may prevent the full download of your Summary Only results.
  • Page 53 SurveyMonkey User Manual Create and Export Custom Charts: Want to present survey data to your team in a quick and clean format? Or maybe you need to visually analyze the data through different options? If so, charting is available within the Analyze section. Professional subscribers can customize and download the following types: ...
  • Page 54 SurveyMonkey User Manual Step 3: Part 1: Click the [Chart Settings] button and choose your type. Part 2: Edit the following: I. Choices:  Select which answers choices to include. To graph all answers select All Choices from the Include prompt.
  • Page 55 SurveyMonkey User Manual  Matrix with Menu: This question type has 3 dimensions. Because of this, it cannot be graphed by our system.  Matrix (one answer or multiple answers per row): This cannot be charted when a cross tab is active due to its 3 dimensions of data. Remove the cross tab to graph this.

  • Page 56: Sharing Survey Responses

    SurveyMonkey User Manual 5. Sharing Survey Responses with an Audience As a Professional subscriber, you have the ability to let others view the results without giving them access to your account through the Share Responses link. The results link you provide updates as your results do! You determine the "shared"...

  • Page 57: Custom Reports & Sharing Data

    SurveyMonkey User Manual 6. Custom Reports and Sharing Data Professional subscribers have the ability to create custom reports in the Analyze section. The benefits of customized reports are for easier data management and data analysis. Some of the things you can accomplish are: Choose to only view certain questions instead of all questions in the survey.

  • Page 58: Text Analysis

    Text Analysis makes qualitative research faster and easier. The ability to analyze what your respondents say helps you gain insight into their attitudes, behaviors, concerns, motivations and culture. SurveyMonkey's Text Analysis tools also allow you to do quantitative research on open-ended questions. You can categorize, or code, and filter your respondents' important words and phrases.

  • Page 59: My Account

    SurveyMonkey User Manual V. MY ACCOUNT The following section addresses many questions that subscribers have about using their accounts. These topics range from sharing an account to changing logins to canceling the auto-renewal. Please look this over for questions you may have regarding account maintenance.

  • Page 60: Change Emails On Account

    SurveyMonkey User Manual If two people are working on the same survey at the same time, then each one will not be able to see the changes made by the other person dynamically while logged into the account on his/her individual computer.

  • Page 61: Change The Account Subscription Or Credit Card

    SurveyMonkey User Manual 4. How do I change my subscription plan? I want to change from monthly to yearly. How can I change the Credit Card? If you want to upgrade your monthly account to an annual one, just click on the [My Account] tab.

  • Page 62: Transfer A Survey To Another Account

    SurveyMonkey User Manual ii. Change Credit Card Details: A. Active Account: If the account is an active and Professional status and you want a different card to be charged, you can change the credit card details the following way: ...

  • Page 63: Creating Folders And Moving Surveys

    SurveyMonkey User Manual  Next, select the survey title from the dropdown menu and choose either the [Copy] or [Move] button. This places the survey into the chosen account. NOTE: If you copy the survey into another account, this will not copy the data or responses.

  • Page 64: The Address Book

    SurveyMonkey User Manual The book allows you to create lists of addresses to store in this section. If you have distribution lists of emails that receive many surveys, then you will be able to use those same lists over and over again when creating new Email Invitation collectors different surveys.

  • Page 65: Tracking The Identity Of Respondents

    SurveyMonkey User Manual EXAMPLE: If an email address is deleted from the Address Book, all that does is removes that email from the Address Book. Any new collector lists created from that Address Book will not contain that email. However, existing collector lists will still contain the email.
  • Page 66 Track by Your own Email Client (Web Link Collector): If you choose to not have SurveyMonkey send a message and instead want to use your own email client to send the message, there is an alternate way of tracking the responses.

  • Page 67: Ssl Encryption

    SurveyMonkey User Manual then match that “Custom Value” with the unique ID that is stored in your database to match the response with the appropriate recipient. Example: If the original URL to your survey was: http://www.surveymonkey.com/s/H2Y9H27 Let's say you had two recipients: ...

  • Page 68: Cancel An Account

    SurveyMonkey User Manual Requested exports will be delivered to your computer in an encrypted format. What level of encryption do you offer? We have the following level of encryption: Verisign certificate Version 3, 128 bit encryption What does SSL encryption look like? A survey link with SSL encryption will show the 's' in the 'http' URL address.

  • Page 69: Security

    SurveyMonkey User Manual Option 2 - Professional Subscription Cancellation: You can cancel the renewal of your professional subscription by clicking on the [Account Summary] button under the [My Account] tab. Click the [Cancel Renewal] button. Your account will remain active until the end of the current billing cycle.
  • Page 70 Multiple independent connections to Tier 1 Internet access providers  Fully redundant OC-48 SONET Rings  Uptime monitored every 5 minutes, with escalation to SurveyMonkey staff  Firewall restricts access to all ports except 80 (http) and 443 (https) ...

  • Page 71: Conclusion

    SurveyMonkey User Manual VI. CONCLUSION Now you are ready to begin using SurveyMonkey to create, distribute, and analyze your surveys. We aim to provide an online survey system that is affordable and user-friendly. In addition to our Help Center‟s FAQs and Tutorials, this manual guides you along every step of the way.

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