Survey Says Beyond the Basics Intermediate Survey Setup

Session starters Please silence all cell phones Please hold questions for question breaks Please state your name and organization when asking a question Power. Points and handouts are available at www. csoresearch. com/csoconference Sit back, relax and let’s have some fun! CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Let’s Discuss • • • Page Conditions Survey Options Templates Troubleshooting Analytics CSO’s 2014

Page Conditions • What is a Page Condition? – A criteria to determine if a user can or not see a page of the survey based on how they answer previous questions. • Think of it like a bouncer at the door of a dance club, you have to answer the question a certain way to be let in CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Page Conditions Continued • Why should I use page conditions? – Allows for a single survey to apply to a wider audience through redirects – Survey takers do not have to answer every question, just those that apply • Tips/Advice – Complete all questions, then add page conditions – Map it out/ Think ahead! – Test, test! CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Page Conditions Continued CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright

Editing Page Conditions CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright

Question Break CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright ©

Survey Options • Survey specific CSO’s 2014 Training & Networking Conference | Austin, TX

Survey Options • Completion Action – Desired action that should occur when a user completes the survey. • • Completion Message Completion URL Redirect after completion URL for Cancel button CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Survey Options Continued • Button and Page Numbering Option • Send Responses To – Receive notifications after every survey response – Multiple email addresses can be notified • Separated by semi-colon • Email Respondent – Select Yes – Choose the survey question that contains the email address CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Questions? CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014

Templates • What can you do? – – Add images (school logo) Incorporate School Specific Colors (hex codes) Customize fonts Include headers and footers • Benefits – – Branding Reach target audience Time saver & more attractive/appealing Seamless • Choose your template – Preview before launching! CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Analyze Your Survey Responses • Survey Module – Results Overview – Individual Responses – Export Data to Excel • CSO (when prompting) – Student Report – Pull CSO student information CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Analytics: Reporting in CSO • Tools Reports New Report: User Type • Include survey data with report in Field Selection • Using Criteria select the particular survey and the user responses will be included CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Analytics: Reporting in Survey Module • Select Analyze – Bar Graphs – Percentages – Individual Responses – Export Results into Excel Spreadsheets CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Troubleshooting Your Surveys • “My survey is not sending” – What to check • Survey date range (in the Survey Module) • Status (Open/Closed) • Launch Options are Correct • “My survey is going to the wrong users” – What to check • Survey Criteria CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Troubleshooting Your Surveys Cont. • “The order of questions is incorrect” – What to check • Page Conditions in correct location • Page Condition Groups • “Users are not completing their surveys” – What to check • There is a 15 minute timeout per page – add in a memo to the top of each page explaining the timeout • Take the survey and see if you need to separate some pages CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Thank you for attending! If you have any additional questions, please contact the Support Team or your CRM. What’s next? Safe journey home! CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.