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Up and Running with Online Surveys
Illustration by Richard Downs

Saving and sending a survey out


From:

Up and Running with Online Surveys

with David Rivers

Video: Saving and sending a survey out

Once you've completed the design phase of your survey, you'll then be ready to send it out. In other words, collect responses. If we go to the very top of the screen here, we've been working in the Design Survey section till now. We could go to Collect Responses to choose from a number of different ways to collect responses from respondents, or go directly to Send Survey which is the equivalent of going to collect responses and creating a web link. So let's check it out. If we click Send Survey, we arrive in the Collect ResponsesWeb Link section.

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Up and Running with Online Surveys
55m 34s Beginner Jun 06, 2012

Viewers: in countries Watching now:

Have you ever wanted to get employee or client feedback quickly, without having to print and collect forms? In this course, author David Rivers shows how to create surveys online, while explaining when surveys are useful and how they can help collect the input needed to drive key business decisions.

The course also gives an overview of top online survey tools, including SurveyMonkey, Google Forms, QuestionPro, and SurveyGizmo. The final chapter shows how to use SurveyMonkey to create a survey from start to finish, as well as smart ways to collect more responses.

Topics include:
  • What are online surveys?
  • Building a business case for a survey
  • Reviewing the most popular free online survey tools
  • Preparing an effective survey
  • Creating a new form
  • Adding questions
  • Sending a survey out
  • Analyzing response data
Subjects:
Business Collaboration Cloud Computing
Software:
Survey Monkey SurveyGizmo QuestionPro Zoomerang Google Forms
Author:
David Rivers

Saving and sending a survey out

Once you've completed the design phase of your survey, you'll then be ready to send it out. In other words, collect responses. If we go to the very top of the screen here, we've been working in the Design Survey section till now. We could go to Collect Responses to choose from a number of different ways to collect responses from respondents, or go directly to Send Survey which is the equivalent of going to collect responses and creating a web link. So let's check it out. If we click Send Survey, we arrive in the Collect ResponsesWeb Link section.

You'll be presented with Your Survey Web Link. There it is! It can be customized. And there are other ways to send as well. So we could send it by email, embed it in our own web site, for example, use Facebook, lots of different options. But because we chose Send Survey, we came to this Web Link section, which means if we go back up to Collect Responses and click there, you'll see we've already created one Collector called Web Link. The Status is open, no responses yet. So, we would then have to share that link with people, and how you share it is up you.

Let's click Delete, though, to remove that. We need to confirm, click Yes, Delete Collector. Now, we arrive back at Collect Responses, and this is what we would have seen if we hadn't clicked Send Survey and gone directly to the tab labeled Collect Responses. Notice the different ways. There's Web Link, the default. But if we are only going to be sending this out via email, for example, we could choose that option. If you are going to be embedding the link in your web site, go to the Website option, or if you want to share on Facebook, that's the last option here.

Let's go to Email, and down below, you'll see there is a field for New Email Invitation. We get to name our collectors, because we can actually collect responses using various methods, any or all of these if we wanted to. Let's just leave it at Email Invitation, we will take out New, and then move on to the next step. We do that by clicking Next Step. Now, there are two things that need to be done with an Email Collector, and that is add recipients and create our email message. So the order is not important, but we have links to do so in the Reminder section.

Also, down below there are buttons for adding recipients to a list, and that's where we are going to go. Now, if you have an address book, you can add them directly from your address book, or in this case, because I am going to be sending it out to a few select people, I might leave it at Add Recipients Manually. So, there's some information about their spam policies, and so on. You need to agree with the terms of use. And when you click that button, you're readied out to start typing in the email addresses. So, each of these has to be on its own line, and in this case, I am going to send it out to a guy named drivers@lynda.com.

I press Return, and continue typing in email addresses at this time. If you want to experiment with a few users, go ahead and add some additional email recipients. I am going to leave it at that one, and click Add Recipients. So that guy was added, and if I wanted to, I could add some more, or at this point I might decide to create the email message to send. By clicking that button I get a number of different options: Who Should Be Sent the Message? So, new people who I haven't sent it to yet that are on my list. I only have one person.

Anyone who has not responded, so you could do that during the survey while it's open, people haven't responded, resend the message. It will only goes to those who have not responded back. You can send messages to those who have responded, saying thank you. Or if you wanted to, send it to everyone on the list. That's what I am going to choose All Emails. Now, as we scroll down, you can see that, that means 1 on my list as a potential recipient, I can view who that is. I already know it's drivers@lynda.com. So, I'm ready to save that selection and continue by clicking the button.

Now, the next thing that will happen is I need to come up with a Subject. I am going to type in Annual Satisfaction Survey. Down below, the email is already written for me. All I have to do is review it, and make changes as I see fit. So we are conducting a survey, your response would be appreciated. The link will appear where it says here is a link to the survey. That will be right in their email, Thanks for your participation. Anything you'd like to change or add, you could do that right from here.

So, down below, you can enter a Reply Email Address, who is it coming to? I am using the same email, don't be confused. And all we have to do now is click Save and Preview. So that saves up our email. We can scroll down to take a look at it. Looks pretty good, and if you're ready, all you have to do is schedule delivery by clicking the Schedule Delivery button. If this is your first time sending out an invitation to participate in a survey, you may be presented with a Terms of Use Agreement page that must be completed.

And when you click the I Agree to Terms button, you'll arrive at this Schedule Message Delivery screen. Now, you can send it at a certain date and time if you want to by clicking Send the message at a future date. You choose your date from the calendar icon, choose the hour right down to the minute when you want to send it, or if you'd like to send it right away, you could choose Send the message immediately. And if you do that, you can see either way, you're going to need to enter the text below to show that you're not a spam robot. So you can type in that text and send the message.

So go ahead and do that. You'll have something different than me if you're following along. It's two words. When you click Send Message, you're sending out the survey with the link, and you'll always be able to know who has responded by analyzing the results. That's what we're going to do next.

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