2. Popular Free Online Survey ToolsExploring SurveyMonkey| 00:00 | When you're ready to start creating an online
survey, you'll find there are many online survey
| | 00:04 | tools out there to choose from.
| | 00:07 | In this chapter, we'll look at five popular
tools that have free options and explore the
| | 00:12 | differences, including
the pros and cons of each.
| | 00:14 | We're going to begin with SurveyMonkey,
one of the most popular tools around.
| | 00:19 | Like the others, you can sign up for a free
account and get your work done in a limited environment.
| | 00:24 | Also like the others, you'll find Upgrade
options when you need to exceed those limits.
| | 00:29 | Let's start now with the
pros and cons of SurveyMonkey.
| | 00:33 | It's definitely one that has a different look
and feel from the others, almost quirky, but
| | 00:38 | it does this without
compromising on features and functions.
| | 00:42 | You'll like how it offers various methods
for collecting responses like generating code
| | 00:46 | to produce a pop-up window for your web site.
| | 00:49 | SurveyMonkey is pretty proud of its
accessibility features being the preferred choice for a
| | 00:54 | number of related associations, and it's fully DDA
compliant, that is Disability Discrimination Act.
| | 01:01 | In the free version of SurveyMonkey, well,
you're allowed to create as many surveys as you like.
| | 01:07 | Now to the cons.
| | 01:09 | Although you can create as many surveys as
you like, you're limited to the number of
| | 01:13 | responses you can collect
for a survey, that is 100.
| | 01:17 | You're also limited to the number of
questions you can ask on any given survey, and you can
| | 01:22 | see that limit is set to 10.
| | 01:25 | Now if you need to send your survey to more
than a hundred respondents, or you need to
| | 01:28 | ask more than 10 questions, you can upgrade
your account, and there are three options or levels
| | 01:33 | of upgrade to choose from.
| | 01:35 | They all give you unlimited surveys, responses
and questions, but each level gives you additional
| | 01:40 | functionality like advanced logic,
integration, and branding control.
| | 01:45 | Of course, all of this will cost you more,
but it does remain relatively inexpensive
| | 01:50 | when compared to the fees you
might pay to a market research firm.
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| Exploring QuestionPro| 00:00 | QuestionPro is what I would consider to be
a more professional and comprehensive tool
| | 00:04 | for creating online surveys.
| | 00:07 | This helps it to contribute to its parent
company status as one of the fastest-growing
| | 00:11 | companies in the US with some pretty big
clients, by the way, like Microsoft and Motorola.
| | 00:17 | Now like the other surveys we're exploring
in this chapter, QuestionPro has pros and cons
| | 00:22 | to its free version, so
let's begin with the pros.
| | 00:25 | One, it offers quite a lot in the free version,
including not one but three tools: Online surveys,
| | 00:33 | MicroPolls, and IdeaScale, a
feedback collection and voting platform.
| | 00:37 | It even has some cool gadgets like
Google Analytics and Twitter blog integration.
| | 00:43 | It has a simple wizard-driven approach to
creating and editing your surveys, which makes
| | 00:47 | it a very easy tool to use, and it offers
a large number of different question types
| | 00:52 | you can choose from in your
surveys. Now to the cons.
| | 00:57 | The free version allows for only
one survey, then you'll need to pay.
| | 01:03 | You're limited to 10 questions on that survey,
and you're also limited to 100 responses.
| | 01:10 | Like the other online survey tools we're
looking at, there are Upgrade options if you need
| | 01:14 | to create more than one survey, want to
ask more than 10 questions, or would like to
| | 01:18 | receive more than 100 responses.
| | 01:21 | For a fee you also get added functionality,
depending on the license option you choose
| | 01:26 | like password protection, email list management,
advanced question types, SSL secured surveys and more.
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| Exploring SurveyGizmo| 00:00 | SurveyGizmo is another comprehensive
package with a cool looking interface for creating
| | 00:06 | online Surveys, Quizzes, Forms, and even Polls.
| | 00:11 | Now all the attracted design draws you in,
it more than delivers on functionality.
| | 00:16 | Like the other survey tools we're exploring
in this chapter, SurveyGizmo has its pros and
| | 00:21 | its cons as well, specifically when discussing
the free version. So let's start with the pros.
| | 00:27 | One, it really is comprehensive in that
you can create more than just online surveys.
| | 00:33 | You also get tools for creating
online quizzes, forms, and quick polls.
| | 00:37 | I really like the look and feel of this
one, particularly the Dashboard effect you see
| | 00:42 | once you get logged in.
| | 00:44 | SurveyGizmo offers a large number of
different question types you can use in your surveys.
| | 00:50 | It really is fairly extensive, and with the
free account you do get to create an unlimited
| | 00:56 | number of surveys, quizzes, forms, and
polls. But of course, there are some cons.
| | 01:02 | For one, when you go to their site to sign
up, it looks like your only option is to sign
| | 01:07 | up for a 14-day free trial, and then after
that you'll need to pay $50 a month to continue,
| | 01:13 | adding an extra 20 a month if you have
additional users who will need to access it.
| | 01:18 | This is not really the case. There is a free
account option hidden in the fine print and
| | 01:24 | another option if you do sign up for the 14-
day trial is to downgrade to the free account,
| | 01:29 | and that will keep it free.
| | 01:31 | During the free trial if you sign up, there
is a limit to 25 responses, but if you sign
| | 01:36 | up for their free account right off the bat
or if you downgrade to the free option, the
| | 01:42 | limit is 250 responses per
month, and it will stay that way.
| | 01:47 | Now the upgrade cost of $50 a month plus 20 per
month for additional user gets you additional
| | 01:51 | functionality like unlimited responses per month,
you get advanced logic and custom scripting,
| | 01:58 | phone support, and the ability to create
what we call Tally and Pass/Fail type quizzes.
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| Exploring Zoomerang| 00:00 | The next very popular online survey tool we're
going to explore just became quite interesting.
| | 00:06 | It's called Zoomerang--or should
I say it was called Zoomerang.
| | 00:11 | If you want to know more about Zoomerang, just
go back and watch the movie on SurveyMonkey.
| | 00:16 | That's right, the two have recently merged
into one. In fact, SurveyMonkey acquired Zoomerang
| | 00:22 | at the end of 2011, and if you try to sign
up for Zoomerang from their web page here,
| | 00:28 | you're actually taken directly to SurveyMonkey.
| | 00:32 | Now the reason I'm dedicating a movie to
Zoomerang is to highlight the features you now get by
| | 00:37 | signing up with SurveyMonkey that you
would not have enjoyed before the acquisition.
| | 00:42 | Along with Zoomerang comes over a million
survey users and over two million panel respondents
| | 00:49 | on Zoom panel, including big companies like General
Mills and Procter & Gamble who rely on their tools.
| | 00:56 | So, this gives the cheeky sounding
SurveyMonkey added legitimacy as they break the 10 million
| | 01:02 | user threshold and continue to
serve 99% of the Fortune 500.
| | 01:08 | Zoomerang has some cool technology for
weeding out false responses, something that now make
| | 01:13 | SurveyMonkey even more powerful. And those
using Zoomerang services will see no interruption
| | 01:20 | in a seamless transition to SurveyMonkey.
| | 01:23 | Of course, whenever we see one company acquire
one of its competitors, it automatically means
| | 01:29 | a reduction in competition, which typically translates
into less choice and higher prices for the consumer.
| | 01:35 | I'm not convinced that is the case here when discussing
free tools, but it should be considered when upgrading.
| | 01:42 | And lastly, because Zoomerang is now
SurveyMonkey, the same restrictions we see using the free
| | 01:47 | version of SurveyMonkey apply
here as do the upgrade costs.
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| Exploring Google Docs| 00:00 | This next tool I find very
interesting, and you may as well.
| | 00:03 | Google Docs--if you're familiar with it--
is not known as an online survey tool.
| | 00:08 | It's known more as a cloud-based Office suite
and data storage service, but I'm including
| | 00:12 | Google Docs in this chapter because of a cool
feature that can be used for creating online
| | 00:17 | surveys, and it's all totally free.
| | 00:20 | One of the types of documents you can create
here in Google Docs is a Form, and the Form
| | 00:26 | is spreadsheet-based, and just as you would
with an online survey tool, you would give
| | 00:31 | your form/survey a title or a name.
| | 00:34 | I'll call this Customer
Satisfaction Survey 2012.
| | 00:41 | You can add some Helpful Text.
| | 00:43 | You would then add your questions if you
wanted to, change the Theme to make it look nice,
| | 00:49 | there are many different themes to choose from.
| | 00:53 | Once applied, that becomes the new theme.
| | 00:56 | Then you could start adding different types
of questions, there are a lot of different
| | 00:59 | question types to choose from.
| | 01:01 | And then when you're ready, you can share
it either using Google+ or simply email out
| | 01:06 | the form and people will receive a link,
and then they will fill out your form.
| | 01:10 | You'll begin to receive responses.
| | 01:12 | There are tools for tracking those
responses and summarizing the data.
| | 01:16 | It's all collected in an Excel
spreadsheet for easy analysis.
| | 01:21 | So let's talk about some of the pros and cons.
There are many more pros and cons here.
| | 01:25 | The biggest pro to Google Docs is it is totally free
to create and send out forms, no upgrading necessary.
| | 01:31 | There are no restrictions to the number of
surveys you send out, no restrictions to the
| | 01:36 | number of questions you ask, nor the
number of responses you receive back.
| | 01:41 | The forms are completely mobile.
So what does this mean?
| | 01:45 | Responses can come from
mobile phones, for example.
| | 01:48 | You can also set it up to receive automatic email
notifications when somebody completes your survey.
| | 01:54 | There are plenty of different question
types to choose from, some of which--by the way--
| | 01:57 | are not even available in other free versions of
survey tools, and you even get free logic branching
| | 02:03 | for tailoring questions in
surveys based on previous answers.
| | 02:07 | And this is almost always an upgrade
option with other online survey tools.
| | 02:12 | As for the cons, not much to report here.
| | 02:15 | Of course, since Google Docs is not an online
survey tool per se, it might be missing some
| | 02:19 | of the fancy options like wizard driven
survey creation and templates of sample surveys
| | 02:26 | you could use to get started and then
simply change up the sample questions.
| | 02:31 | But what do you want for something that is
only a feature of a bigger set of tools that
| | 02:35 | are totally free and cloud-based?
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|
|
3. Building an Online Survey with SurveyMonkeyPreparing an effective survey| 00:00 | Before we dive right into creating a survey
using an online survey tool like SurveyMonkey,
| | 00:05 | it's important to have a plan of attack.
| | 00:08 | In this movie, we'll explore some important
steps you can take to ensure you get the best
| | 00:12 | results from your survey.
| | 00:14 | As we move from traditional survey methods
to online methods, one truth remains the same,
| | 00:20 | you get out of it what you put into it.
| | 00:22 | Your survey can fail if it includes ill-defined
objectives, poorly-worded questions, and you
| | 00:27 | could get low response rates.
| | 00:30 | Let's look at some techniques that can
help you to overcome some of these pitfalls.
| | 00:35 | Number one, you have to
clearly define your objectives.
| | 00:40 | It is probably the most important thing before
you even touch an online survey tool to clearly
| | 00:44 | define your objectives.
| | 00:45 | You should be asking, why
are we conducting this survey?
| | 00:49 | Everything will flow from the answer to this
question, including the method and the questions you ask.
| | 00:55 | You should also be asking, what are our key
information needs, and how will we use this
| | 01:00 | information or what actions will we take
based on the information that we gather?
| | 01:05 | Your survey can be measured against these
objectives. Is the question necessary, does
| | 01:10 | it satisfy one of the objectives of the study?
| | 01:13 | As you develop each question, ask yourself
how will you use the responses to this question?
| | 01:19 | This process will help you separate
the need to know from the nice to know.
| | 01:25 | Also, keeping your objectives focused and
specific will result in a questionnaire that
| | 01:30 | is focused and specific.
| | 01:32 | In the end, this will
improve your response rate.
| | 01:35 | Here's an example of our
reasonable survey objective.
| | 01:39 | The purpose of this survey is to understand
the service needs of our customers and the
| | 01:44 | extent to which we are satisfying those needs.
| | 01:47 | An objective like this will keep you on track and
ultimately reduce the length of the final questionnaire.
| | 01:53 | The way you organize your questions is a
key tool you can use to engage respondents and
| | 01:59 | ultimately improve your response rate.
| | 02:03 | Experts recommend that your questionnaire
should have a logical and coherent flow.
| | 02:08 | If you think of your survey as a type of
conversation, you will typically move from one topic to
| | 02:13 | another in a logical fashion.
| | 02:15 | As you may have experienced, a conversation
that jumps around from topic to topic in a
| | 02:20 | random fashion can be very arduous.
| | 02:23 | A conversation will also typically move
from the general to the more specific.
| | 02:27 | Therefore, you might consider putting your
general and non-threatening questions up front.
| | 02:32 | This will serve to draw respondents into
the survey and help to maintain the integrity
| | 02:37 | of the whole survey.
| | 02:39 | We also often see surveys that
begin with demographic questions.
| | 02:42 | Some feel that they can be somewhat intrusive
at the beginning, so you might want to think
| | 02:46 | about leaving these types of
questions for the very end of your survey.
| | 02:51 | Let's move on now to question wording.
| | 02:53 | As you develop your survey, you should be
continually asking yourself, will the respondent
| | 02:58 | understand this question, is the
language appropriate for the respondent?
| | 03:04 | Always remember to keep it simple and avoid complicated
language. As well, avoid ambiguous and vague wording.
| | 03:11 | Ask yourself is there a common
agreement in the terms I'm using?
| | 03:15 | For example, we might use in the past year,
have you contacted customer support?
| | 03:20 | Do we need since the beginning of
the year or the past 52 weeks?
| | 03:25 | Give very precise
instructions for each question.
| | 03:28 | For example, instruct the respondent to
check one box only or check all that apply.
| | 03:33 | It's also a good idea to emphasize
important words in the question or instructions.
| | 03:39 | If you're providing the respondent with a
list of alternatives in a close-ended question,
| | 03:43 | make sure that the list of
responses contains all possibilities.
| | 03:47 | This list should give them
the opportunity to check "other."
| | 03:51 | This can be followed with please specify and a
textbox so that you can capture this information.
| | 03:57 | Also allow for the possibility that the respondent
might not know the answer, or the question
| | 04:01 | is not applicable to them.
| | 04:03 | Therefore, it's usually a good idea to include a
don't know or not applicable option as a possible choice.
| | 04:10 | Open-ended questions should be used sparingly
as respondents can quickly tire of completing
| | 04:13 | open-ended questions.
| | 04:15 | Second, when you're dealing with the results,
the coding of responses can be quite challenging
| | 04:20 | and time-consuming.
| | 04:21 | It's always a good idea to place one at the
end of the survey that will allow the respondent
| | 04:26 | to express opinions that they haven't
had a chance to throughout the survey.
| | 04:30 | A typical wording might be something like,
do you have any final thoughts or opinions
| | 04:34 | regarding the topics discussed in the survey?
| | 04:38 | Now to improve your odds of collecting
valid response data, here's a list of items that
| | 04:43 | you will want to avoid in the
construction of your questionnaire or survey.
| | 04:48 | Avoid any words that may be unclear to a
respondent, such as acronyms or other unfamiliar words.
| | 04:55 | Avoid modifying objectives such as usually,
often, sometimes, occasionally, regularly.
| | 05:02 | These terms can mean different
things to different respondents.
| | 05:06 | You should also avoid double-barreled questions like,
how would you rate us for our honesty and integrity?
| | 05:12 | The respondent may feel that you're
highly honest but have integrity issues.
| | 05:17 | Avoid asking respondents to answer questions
that are difficult that rely too much on memory
| | 05:21 | or require the respondent to guess.
| | 05:24 | In the same way, avoid questions that ask
respondents to make difficult estimates like
| | 05:28 | how many times in the past year
have you accessed our web site.
| | 05:32 | In this example, it would be easier to answer the
question if the time frame was expressed, say, in months.
| | 05:39 | Avoid the use of hypothetical questions like
what would you do if our support structure changed?
| | 05:44 | Also, recognize the questions about future
behavior are at best unreliable, just keeping
| | 05:51 | in mind that the people have a hard time
predicting what they might do or think next year, next
| | 05:55 | month, or even tomorrow for that matter.
| | 05:58 | Now the response rate for a survey is
determined by dividing the number of people who completed
| | 06:03 | a questionnaire by the total number of people who
were eligible to participate in that questionnaire.
| | 06:10 | Improving your response rate increases
the reliability of the survey results.
| | 06:13 | A low response rate leaves us wondering if
our respondents are representative of the
| | 06:18 | total sample universe, or are they atypical?
| | 06:22 | So let's explore a few tips you can use to
help improve your response rate and improve
| | 06:27 | your confidence in the results of your survey.
| | 06:29 | Generally, there is a direct correlation between
the length of the questionnaire and the response
| | 06:35 | rate, for example, the shorter the
survey, the better the response rate.
| | 06:40 | Make the questions relevant to your audience,
and they will enjoy completing them more.
| | 06:45 | Consider getting a third party endorsement.
| | 06:47 | Response rates typically improve with the
endorsement of, say, an association or a publication.
| | 06:52 | How about offering an incentive?
| | 06:55 | Using an incentive will almost always improve your
response rate, and they don't have to break the bank.
| | 07:00 | You could send all those who responded to a
survey a copy of the results, for example.
| | 07:06 | And this will be dependent, of
course, on the nature of the survey.
| | 07:11 | Another option is to enter the respondent's
name into a draw for, say, a cash prize or
| | 07:15 | a draw for a prize that is relevant or
consistent with the profession of those you're surveying.
| | 07:21 | Or you could offer to make a charitable
donation based on the number of responses you receive.
| | 07:27 | In closing, an online survey tool is not the
only tool in the box. We really need to let
| | 07:33 | the objectives strive the methodology and not the other
way around if we hope to collect real, meaningful data.
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| Creating a new form| 00:00 | Well, it's time now to
start creating our first survey.
| | 00:03 | And to do so, we're going to be using the
free version of SurveyMonkey, one of the most
| | 00:07 | popular survey tools out there.
| | 00:10 | Here I am, logged in to the SurveyMonkey homepage,
and as you can see, there's a lot of instruction
| | 00:15 | in front of me, showing me
basically the three steps.
| | 00:18 | If we move a little further down, you can
see that we will decide how our survey is
| | 00:23 | going to look by designing it.
| | 00:26 | Then we'll choose how we're going to
collect responses, and there are different ways to
| | 00:29 | do that by email, posting
links on web pages, et cetera.
| | 00:34 | And then once we have responses back,
how do we analyze those results?
| | 00:38 | We're at step one, which is designing the survey. And
all over this page we see links to creating a survey.
| | 00:44 | So, you can choose which one you want to click
if you're following along, go ahead and you'll
| | 00:49 | be taken to a wizard-driven format that will
prompt us for pieces of information along the way.
| | 00:55 | The first step here is to create the new
survey either from scratch, or we can choose to use
| | 01:01 | an expert survey template.
| | 01:04 | By default, you'll see a radio button next
to Create a new survey where we'll give it
| | 01:07 | a title, and then choose a category.
| | 01:10 | But if we start with the radio button next to Use an
expert survey, you'll see the different categories.
| | 01:15 | Let's say we're doing a Customer Feedback,
selecting that--which has a 6 next to it--
| | 01:20 | displays a number of
different survey templates.
| | 01:23 | So, maybe we wanted feedback on our web site,
there's one for that. Or Software Evaluation,
| | 01:28 | or Customer Service.
| | 01:30 | If we select that, we see a preview over here of
the questions that are going to show up on the survey.
| | 01:36 | And if they're in line with what you want to do,
you would simply select this one by clicking Continue.
| | 01:42 | But if you want to be able to customize the
questions a little more, yeah, you could go
| | 01:46 | in there and make changes to them.
| | 01:48 | But if it's not even close to what you're
thinking, let's go back to Create a new survey
| | 01:52 | and click that radio button.
| | 01:54 | Next, we'll give it a title. Maybe this is
our Customer Satisfaction Survey for 2012.
| | 01:59 | We'll type that in.
| | 02:01 | Then we'll click the
dropdown to choose a category.
| | 02:03 | In this case, we're getting Customer Feedback.
| | 02:05 | You can see there are quite a few categories
to choose from. And then there's nothing
| | 02:10 | left to do here except click Continue.
| | 02:13 | That takes us to the next step here,
which is to actually edit the survey.
| | 02:17 | Before we get into adding questions and so on,
| | 02:20 | you can see up at the top here, we can
choose a theme or a look for our survey.
| | 02:25 | We're going to do that now
by clicking the dropdown.
| | 02:29 | We can choose from any of the themes that are listed
here, and we can even create our own custom themes.
| | 02:34 | Let's go down to Seriously Blue.
| | 02:36 | Now, when we select that, we don't get to
really see a whole lot until we preview our
| | 02:40 | survey which isn't very large at this point,
but when we click Preview Survey, a separate
| | 02:45 | window opens up so you can get a
feel for what that blue looks like.
| | 02:50 | Don't like it, close up the
window, and select something else.
| | 02:53 | I'm going to go with modern Monkey.
| | 02:56 | Now, at this point, all we've done is created
a brand-new survey. It's empty or blank, and
| | 03:02 | it's time to start adding our questions.
That's what we're going to do next.
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| Adding questions| 00:00 | In the previous lesson, we
started our brand-new survey.
| | 00:03 | We gave it a title of
Customer Satisfaction Survey 2012.
| | 00:07 | Down below, we chose a theme, and we
previewed our survey to see what that would look like.
| | 00:11 | We're ready now to start
adding the actual questions.
| | 00:14 | And in some cases, the questions are not even
questions at all. They could be static text or even images.
| | 00:21 | So let's go down to the first page, which is
created for us by default, PAGE 1. And you'll
| | 00:26 | see an Add Question button right there.
| | 00:29 | Notice also, there is a dropdown.
| | 00:30 | The dropdown will show you the other
options, which is to add an image and add text.
| | 00:37 | You can even add random
assignments if you upgrade.
| | 00:39 | So, as you hover over to anything that's
shaded here in the free version of SurveyMonkey,
| | 00:44 | you will see some upgrade options--or what we call Pro
Features--and an option to upgrade right from there.
| | 00:50 | We are going to add text in this case, as
opposed to a real question with options.
| | 00:56 | So the descriptive text will
appear at the very top of our survey.
| | 00:59 | And sometimes it's nice to
have a welcome message here.
| | 01:02 | I'm going to add some text here like what
you see, Dear Valued Customer, As the manager
| | 01:07 | of Two Trees, I just want to thank them for
taking the opportunity to serve them, et cetera.
| | 01:13 | And in this case, we're inviting them to
participate in a survey, and even offering an incentive,
| | 01:17 | a 50% discount on any of the products.
| | 01:20 | This is something we'll have to attach to the
email when we send out this particular survey.
| | 01:26 | So, as you can see, the
Question Type is Descriptive Text.
| | 01:30 | We can give this a label if we want to
be more specific. Users won't see this.
| | 01:33 | I'm going to call this my Welcome Message,
and we'll go down to the bottom right-hand corner.
| | 01:39 | You have a Save & Add Next Question,
which will take you directly to adding a new
| | 01:43 | question, or just Save to save it up and
take you back where you can see it has been
| | 01:47 | updated with your static text at the top.
| | 01:50 | All right! Now, it's time
to add another question.
| | 01:54 | This time, it's going to be a real question,
so we can go right to the button, + Add Question,
| | 01:58 | and we can type in our question now.
| | 02:00 | Let's say we want to know how our customer
service people did, and the first question
| | 02:05 | is how did the customer contact them?
| | 02:08 | So, we want to make sure it deals with
something specific, their most recent experience.
| | 02:14 | So, In your most recent customer service
experience, how did you contact a representative?
| | 02:28 | Notice what's happening down below here in
SurveyMonkey, some certified questions are
| | 02:32 | coming up based on what we type.
| | 02:34 | So, if you see something that's close to what
you're asking, you could actually just select
| | 02:38 | it from the list, and you
will have a certified question.
| | 02:41 | If you don't, no problem. You can close this up
and ignore it and go right to the Question Type.
| | 02:47 | Clicking the dropdown here shows you there
are quite a few different types of questions
| | 02:52 | we can add to a survey here in the free version of
SurveyMonkey, the first two being Multiple Choice options.
| | 02:58 | If there's only supposed to be one
answer, we would make that selection.
| | 03:01 | If there are multiple options,
we could use the second option.
| | 03:05 | And, as you can see, there's Rating Scales,
Matrixes, Textboxes, there's Image and Descriptive
| | 03:10 | Text, and there's even Demographic
Information, which we'll use a little later on.
| | 03:16 | So, right now let's go to Multiple Choice, and
there's only one answer for their most recent experience.
| | 03:22 | When we select that, we get to add the
choices now, each one appearing on a separate line.
| | 03:27 | So, maybe one option would be In Person.
| | 03:30 | We'll hit Enter or Return to
move down to the next line.
| | 03:34 | Maybe they contacted us by phone, or maybe via our
web site, or how about through a dealer/retailer.
| | 03:46 | Maybe there are other options, and in that
case, we want to add Other as an option, so
| | 03:51 | we can type that in.
| | 03:53 | If we do, typically, you want to give people
space to type in what that Other option is.
| | 03:58 | So, as we scroll down, you can see there are some
options to choose from here for this one question.
| | 04:04 | Add "Other" or a comment field, and in that
case, a label will appear next to the field.
| | 04:11 | I'm going to add something to
it, If Other (please specify).
| | 04:15 | And in this case, I'll use the defaults of
the single line of text, 50 characters wide.
| | 04:20 | Don't validate comment text, or it might have to be
specific, in that case, a specific length, a specific number.
| | 04:28 | Validation is good for dates, and that
kind of thing, and in this case we don't need
| | 04:32 | any validation because it's
going to just be free text.
| | 04:36 | Now is this answer a choice?
| | 04:38 | We could have selected it here, but
we've already made it a choice up above.
| | 04:42 | So we don't need to click that check box.
| | 04:44 | Is this a mandatory question
that has to be answered? Yes.
| | 04:48 | So, we'll click the check box, and
This question requires an answer.
| | 04:52 | We'll leave the default
text there and click Save.
| | 04:55 | Now, at this point, I like to
preview just to see how things are going.
| | 04:59 | I have my static text at the top, I have my first
question down below, the asterisk indicating
| | 05:05 | they have to answer that question.
| | 05:07 | Click Preview Survey to see what
it looks, like so far. Not too bad.
| | 05:14 | Only one question, but now it's time
to continue adding additional questions.
| | 05:19 | You can go ahead and add some more questions.
| | 05:21 | I'm going to do that, and
I'll see you on the other side.
| | Collapse this transcript |
| Editing questions| 00:00 | Just because you add a question
doesn't mean you're stuck with it.
| | 00:04 | You can go back and make changes to any
other questions you add to your survey.
| | 00:09 | So, I've added a few extra questions.
| | 00:11 | If you have some in your survey, and you
want to follow along, just scroll down to the one
| | 00:16 | that you want to make an adjustment to. and
you'll notice there is an Edit Question button.
| | 00:20 | I am going to a question here which is really a
statement, Sufficient information was available
| | 00:26 | on the Internet to solve my problem. And in
this case, you can see really it's a rating
| | 00:31 | as opposed to a multiple choice.
| | 00:32 | So, I'm going to click Edit Question which
gets me right back in where I was creating
| | 00:38 | this question in the first place.
| | 00:40 | You can see the Question Text.
| | 00:42 | And then down below, I'm
going to the change the Type.
| | 00:44 | I'm going to change it to a Rating Scale.
| | 00:46 | As I scroll down the list, Rating Scale is
near the top, and things change on my screen.
| | 00:52 | Now, I have Row Choices, and really, there
is only going to be one row here of Options.
| | 00:57 | So, I'm going to take out all of this, and in fact,
they really belong in these labels down below.
| | 01:02 | Notice I have 5 choices, and only 4
appear in the rating scale by default.
| | 01:07 | I'll click the dropdown and change it to 5.
| | 01:09 | Now, all I have to do is just click
and drag over each of these options.
| | 01:13 | I can try highlighting one at a
time, and then drag them down.
| | 01:18 | So I'll double-click Agree, drag that one
down, Neutral. I'll do the same, double-clicking
| | 01:25 | to highlight, Disagree, goes down there.
And the last one which is weighted, as you can
| | 01:30 | see, from top to bottom here. I'll triple-click
because it's more than one word and drag that down.
| | 01:38 | Now, I can change these weightings,
Strongly Agree should maybe be a 5, and we'll work
| | 01:43 | our way backwards in this case, all
the way down to 1 for Strongly Disagree.
| | 01:51 | And some of the other options really don't affect
this question--except I do want it to be mandatory.
| | 01:57 | So I will click the Require
option before clicking Save.
| | 02:00 | You can see there was a problem saving this.
| | 02:04 | Down below, I have to have
at least one or more choices.
| | 02:08 | In this case, that's the row
where I took everything out.
| | 02:11 | Well, all I need is a label here really like
Pick One, and now when I click Save, everything
| | 02:17 | should be fine, and I can preview.
| | 02:21 | When I preview and scroll through, you'll
notice that question number 3 for me has changed
| | 02:26 | to a rating scale, and I do have another one down
below that uses a rating scale with only four Options.
| | 02:32 | I think it might be nice to get some
demographic information in here, so we're going to be
| | 02:37 | adding some more to this survey.
| | 02:40 | But it should probably go on its own page.
| | 02:42 | So we'll close up the preview, and in the
next lesson we'll talk about adding pages
| | 02:47 | to add additional questions to break it
up and make it a little more streamlined.
| | Collapse this transcript |
| Adding additional pages| 00:00 | On occasion, you may decide to
create a multiple-page survey.
| | 00:05 | If you find there are too many questions,
and it's getting a little bit long, you might
| | 00:08 | want to break it up into
smaller pages for your respondents.
| | 00:13 | Another option, if you decide to upgrade
with SurveyMonkey and some of the other survey
| | 00:17 | tools out there, you get something called
branching logic, which means if a user or a
| | 00:22 | respondent was to select a particular answer,
they would automatically be taken to a separate
| | 00:28 | set of questions based on that answer.
| | 00:30 | In those cases, you might want
those questions on their own page.
| | 00:33 | In any case, here in the free version of
SurveyMonkey, you'll notice there is an Add Page button
| | 00:37 | at the top of your first default page.
| | 00:41 | Then also at the bottom of that page is a
button for adding the page after the current
| | 00:45 | page which is what we're going to do.
| | 00:47 | So, we'll click the Add Page
button, and we get a new blank page.
| | 00:52 | Notice it's PAGE 2 and each of our
pages will have an Edit Page Options button.
| | 00:57 | When we click this, the only option in the
free version is to edit the page information.
| | 01:02 | So let's say the second page is
where we want to put in demographics.
| | 01:05 | We'll call it that Demographics.
That will be the title.
| | 01:09 | If we wanted to, we could add
additional short description.
| | 01:12 | Let's leave it blank and click Save Page.
| | 01:15 | We'll go up to PAGE 1 now at the top, and we
should probably put a title in here as well.
| | 01:19 | It has its own Edit Page Options button.
| | 01:22 | We'll click it, select Edit Page.
| | 01:25 | In here for the short title, we'll call
this one Questions and then click Save Page.
| | 01:31 | All right! So far so good. Except that our PAGE 2,
now called Demographics, doesn't have any questions.
| | 01:39 | We're going to add a question here which really
isn't a question at all. It's going to be a request.
| | 01:44 | So, for the Question Text,
we'll get to that momentarily.
| | 01:47 | Right now, we'll go down to the Question Type.
| | 01:50 | Click the dropdown, and you'll see there are
actually two demographic options to help get
| | 01:54 | us started, one for the U.S.
and one for International.
| | 01:57 | So, it depends on who your audience is.
| | 02:01 | Let's say they're all in the U.S. We'll
choose Demographic Information (U.S.), and based
| | 02:05 | on that, we get a number of preset fields.
| | 02:08 | Now, at the top is where we put in our request.
| | 02:12 | It says Question Text, but
it's not really a question.
| | 02:16 | Let's type in Please
provide the following information.
| | 02:21 | We'll close up the Suggested
Questions by clicking the Close button.
| | 02:25 | Now, down below, you'll see a number of check
boxes where we can choose which of these fields
| | 02:29 | will be visible on the form,
which ones will be required answers.
| | 02:34 | Well, the Name, definitely we want that,
and we want that to be required. The Company,
| | 02:39 | it's visible, but not necessarily required, the
Address, the first line, visible and required.
| | 02:46 | Sometimes there's an
optional second line for an address.
| | 02:50 | We'll leave that as
unchecked next to Answer Required.
| | 02:54 | We do want the City or Town, the State, ZIP
Code, Country, not mandatory, Email Address,
| | 03:00 | yes, Phone Number, not necessarily.
| | 03:02 | So, we've made our options, and as we
scroll down, you can see the only other option is
| | 03:08 | to be specific with the
size and placement of this.
| | 03:10 | But we'll accept the defaults by clicking
Save, and we'll see what that looks like here
| | 03:15 | on our design page as we scroll
down past PAGE 1. Not too bad.
| | 03:21 | To preview this, we can go to Preview, but
just keep in mind it is PAGE 2 that we're
| | 03:26 | looking at--or want to look at.
| | 03:28 | When we click Preview Survey, we see PAGE 1.
| | 03:32 | And at the end of this page, you'll see a Next
button to go to PAGE 2, but some of these are required.
| | 03:38 | So, if we hit Next, look what happens.
| | 03:41 | We see some red notes here indicating that
we have to answer some of these questions.
| | 03:47 | So, to preview it, I'll click some radio
buttons where they're required, and then we'll click
| | 03:55 | the Next button to see PAGE 2 to
see what that looks like, very nice.
| | 03:59 | All right! We'll close it up and go back
to our main design screen here where we now
| | 04:04 | have a 2-page survey with questions and some
demographic information to be entered in the second page.
| | Collapse this transcript |
| Customizing the design of your survey| 00:00 | When you create a survey here in SurveyMonkey,
you always have the ability to click Preview
| | 00:04 | Survey to see what it looks
like in its current state.
| | 00:08 | But there are some customizations we can
apply to make this even more interesting.
| | 00:13 | We're going to talk about those now.
| | 00:15 | Beginning with at the very top of our
first page where we've named this Questions.
| | 00:19 | We have a second page--if you've been
following along--that we've called Demographics.
| | 00:24 | But here at the very top-left corner, it would
be nice if we had a company logo, and in that
| | 00:28 | case, we might want to change the title of
our page. We do that by clicking Edit Page
| | 00:33 | Options and selecting Edit Page Information.
| | 00:35 | I will just highlight Questions and type over this.
I'm going to type in the name of a company.
| | 00:42 | When I click Save Page, I have a new title
at the top. And now to go with that title,
| | 00:47 | it would be nice if I had a company logo.
| | 00:49 | If you have an image to
experiment with, kindly follow along.
| | 00:52 | I'm going to add a question which is
going to be an image type question.
| | 00:57 | I can do that by clicking at question and
changing the type or go directly to the dropdown
| | 01:01 | and choose Add Image.
| | 01:03 | It adds a new question, and by default,
the Question Type is selected as Image.
| | 01:08 | Now, I can add some additional item
description or text at the top, but I already have it
| | 01:12 | at the top of my page.
So, I'm going to leave that blank.
| | 01:15 | I'm going to change the name of this image
just for my own purposes. Respondents won't
| | 01:20 | see this, this is my company logo.
| | 01:23 | All I have to do now is browse to it to find it,
and right there on my desktop is my two trees logo.
| | 01:29 | So, when I select it, and click Open, it becomes
the image I'm about to upload when I click Save.
| | 01:35 | Now, I will see it here on the page, but I
don't really know what it looks like until
| | 01:40 | I preview it. Clicking Preview again shows
me that looks pretty good! I might like to
| | 01:46 | change the theme though to something that
matches better, and we can do that at any time.
| | 01:52 | At the very beginning, we selected a Theme.
I chose modern Monkey.
| | 01:55 | I'm going to go with something else, and
you can experiment with these, something like
| | 01:58 | Velvet, for example.
| | 02:01 | I like it so far. Again, clicking Preview
Survey allows me to really see what that looks
| | 02:06 | like, and that's the one
I'm going to stick with.
| | 02:09 | So we'll close that up, and there's really
nothing to save here. It's all saved on the fly.
| | 02:14 | So we've made a couple of changes that really affect
the look and feel and the overall theme of our survey.
| | Collapse this transcript |
| Saving and sending a survey out| 00:00 | Once you've completed the design phase of
your survey, you'll then be ready to send it out.
| | 00:06 | In other words, collect responses.
| | 00:09 | If we go to the very top of the screen here, we've
been working in the Design Survey section till now.
| | 00:14 | We could go to Collect Responses to choose
from a number of different ways to collect
| | 00:19 | responses from respondents, or go directly
to Send Survey which is the equivalent of
| | 00:24 | going to collect
responses and creating a web link.
| | 00:27 | So let's check it out.
| | 00:29 | If we click Send Survey, we arrive in
the Collect ResponsesWeb Link section.
| | 00:35 | You'll be presented with Your Survey Web Link.
There it is! It can be customized.
| | 00:40 | And there are other ways to send as well.
| | 00:41 | So we could send it by email, embed it in
our own web site, for example, use Facebook,
| | 00:47 | lots of different options.
| | 00:50 | But because we chose Send Survey, we came
to this Web Link section, which means if we
| | 00:55 | go back up to Collect Responses and click
there, you'll see we've already created one
| | 00:59 | Collector called Web Link.
| | 01:02 | The Status is open, no responses yet.
| | 01:04 | So, we would then have to share that link
with people, and how you share it is up you.
| | 01:09 | Let's click Delete, though, to remove that.
We need to confirm, click Yes, Delete Collector.
| | 01:15 | Now, we arrive back at Collect Responses,
and this is what we would have seen if we
| | 01:20 | hadn't clicked Send Survey and gone
directly to the tab labeled Collect Responses.
| | 01:26 | Notice the different ways.
There's Web Link, the default.
| | 01:28 | But if we are only going to be sending this out
via email, for example, we could choose that option.
| | 01:33 | If you are going to be embedding the link
in your web site, go to the Website option,
| | 01:37 | or if you want to share on
Facebook, that's the last option here.
| | 01:41 | Let's go to Email, and down below, you'll
see there is a field for New Email Invitation.
| | 01:46 | We get to name our collectors, because we can
actually collect responses using various methods,
| | 01:51 | any or all of these if we wanted to.
| | 01:54 | Let's just leave it at Email Invitation, we will
take out New, and then move on to the next step.
| | 01:59 | We do that by clicking Next Step.
| | 02:01 | Now, there are two things that need to be
done with an Email Collector, and that is
| | 02:05 | add recipients and create our email message.
| | 02:08 | So the order is not important, but we
have links to do so in the Reminder section.
| | 02:13 | Also, down below there are buttons for adding
recipients to a list, and that's where we are going to go.
| | 02:17 | Now, if you have an address book, you can
add them directly from your address book,
| | 02:22 | or in this case, because I am going to be
sending it out to a few select people, I might
| | 02:27 | leave it at Add Recipients Manually.
| | 02:29 | So, there's some information
about their spam policies, and so on.
| | 02:33 | You need to agree with the terms of use.
| | 02:36 | And when you click that button, you're
readied out to start typing in the email addresses.
| | 02:41 | So, each of these has to be on its own line,
and in this case, I am going to send it out
| | 02:47 | to a guy named drivers@lynda.com.
| | 02:50 | I press Return, and continue
typing in email addresses at this time.
| | 02:56 | If you want to experiment with a few users, go
ahead and add some additional email recipients.
| | 03:01 | I am going to leave it at that
one, and click Add Recipients.
| | 03:05 | So that guy was added, and if I wanted to,
I could add some more, or at this point I
| | 03:09 | might decide to create
the email message to send.
| | 03:14 | By clicking that button I get a number of
different options: Who Should Be Sent the Message?
| | 03:20 | So, new people who I haven't sent it to yet
that are on my list. I only have one person.
| | 03:25 | Anyone who has not responded, so you could
do that during the survey while it's open,
| | 03:30 | people haven't responded, resend the message.
| | 03:32 | It will only goes to those
who have not responded back.
| | 03:36 | You can send messages to those who have
responded, saying thank you. Or if you wanted to, send
| | 03:40 | it to everyone on the list.
| | 03:43 | That's what I am going to choose All Emails.
| | 03:45 | Now, as we scroll down, you can see that,
that means 1 on my list as a potential recipient,
| | 03:52 | I can view who that is.
I already know it's drivers@lynda.com.
| | 03:55 | So, I'm ready to save that selection
and continue by clicking the button.
| | 04:00 | Now, the next thing that will happen
is I need to come up with a Subject.
| | 04:03 | I am going to type in
Annual Satisfaction Survey.
| | 04:10 | Down below, the email is already written for me.
| | 04:12 | All I have to do is review it,
and make changes as I see fit.
| | 04:17 | So we are conducting a survey, your response
would be appreciated. The link will appear where
| | 04:23 | it says here is a link to the survey. That will be
right in their email, Thanks for your participation.
| | 04:27 | Anything you'd like to change or add,
you could do that right from here.
| | 04:32 | So, down below, you can enter a
Reply Email Address, who is it coming to?
| | 04:37 | I am using the same email, don't be confused.
| | 04:41 | And all we have to do now
is click Save and Preview.
| | 04:44 | So that saves up our email.
We can scroll down to take a look at it.
| | 04:50 | Looks pretty good, and if you're ready, all
you have to do is schedule delivery by clicking
| | 04:55 | the Schedule Delivery button.
| | 04:57 | If this is your first time sending out an
invitation to participate in a survey, you
| | 05:01 | may be presented with a Terms of Use
Agreement page that must be completed.
| | 05:05 | And when you click the I Agree to Terms button,
you'll arrive at this Schedule Message Delivery screen.
| | 05:11 | Now, you can send it at a certain date and time if you
want to by clicking Send the message at a future date.
| | 05:18 | You choose your date from the calendar icon,
choose the hour right down to the minute when
| | 05:22 | you want to send it, or if you'd like to send it
right away, you could choose Send the message immediately.
| | 05:27 | And if you do that, you can see either way,
you're going to need to enter the text below
| | 05:33 | to show that you're not a spam robot.
| | 05:35 | So you can type in that
text and send the message.
| | 05:39 | So go ahead and do that.
| | 05:40 | You'll have something different than me
if you're following along. It's two words.
| | 05:46 | When you click Send Message, you're sending
out the survey with the link, and you'll always
| | 05:52 | be able to know who has
responded by analyzing the results.
| | 05:57 | That's what we're going to do next.
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| Analyzing response data| 00:00 | Once you've sent out your survey, it's a matter of
sitting back and waiting for responses to come in.
| | 00:05 | While you're waiting, you can be viewing the
status as well as analyzing results, something
| | 00:10 | we're going to talk about right now.
| | 00:11 | So, as you can see, with Collect Responses
selected and View Summary selected over here
| | 00:17 | on the left-hand side, I can see exactly how many
recipients I've sent a message out--an invitation out.
| | 00:23 | I can see how many have responded, how many
have not, any that might have opted out, or any
| | 00:28 | of the messages that may have bounced.
| | 00:30 | In this case, all three of my
respondents have responded to my survey.
| | 00:35 | So, from here, I can edit the recipient list,
the Email Invitation you can see which is
| | 00:40 | a collector is currently open.
| | 00:42 | So as long as it's open, if I wanted to, I
could click Edit Recipients and add some more
| | 00:46 | people to it by clicking Add Recipients.
| | 00:49 | Just type in their email addresses and
they'll get the same message, same opportunity to
| | 00:53 | respond to your survey as long
as the email invitation is open.
| | 00:58 | At the end of the survey, you'll close it up.
| | 01:00 | I'll show you that momentarily.
| | 01:02 | Right now, though, we'll just go back to the
Summary, and we can go through this from top
| | 01:07 | to bottom if we wanted to. Some of these
things, though, we're not going to change, like the
| | 01:11 | settings, for example, and the restrictions.
| | 01:13 | If some people have responded, you probably
wouldn't want to go ahead and do that for others.
| | 01:16 | You want to keep it consistent.
| | 01:18 | All right! Let's go back to the Home Tab.
| | 01:23 | And here, you can see active
surveys are listed right on your homepage.
| | 01:27 | There it is. The Customer
Satisfaction Survey 2012.
| | 01:30 | I can create a new survey.
I can go back to this one.
| | 01:34 | If I wanted to go directly to the responses,
that's the link there, the number three.
| | 01:38 | Also, there are some actions. If I wanted
to modify the design or if I wanted to go
| | 01:42 | back to that Collect Responses window or
analyze results, I can do it all directly from here.
| | 01:49 | If we click the name of our survey, that just takes
us right back where we started in the design phase.
| | 01:55 | But we can jump to Collect Responses.
| | 01:58 | There is our Email Invitation,
our collector, Currently Open.
| | 02:02 | If we wanted to get those details, again, we could go
right back in here to view the summary, and so on.
| | 02:08 | But really, what we want to do when all of
our respondents have responded is close this
| | 02:13 | up and analyze the results.
| | 02:15 | So, right now it does show as OPEN,
but clicking OPEN will actually close it.
| | 02:21 | And as you can see here, you're prompted
as to whether or not you really want to stop
| | 02:26 | collecting responses.
| | 02:27 | So, if people haven't responded and they try to,
they will get this message that it's currently closed.
| | 02:33 | There is no one left to respond, so
we're safe to click Stop Collecting Now.
| | 02:37 | You can see now it does display that the
collector is closed, and we can just go right on now
| | 02:42 | to analyzing the results.
| | 02:45 | The results that we can analyze in the free
version of SurveyMonkey are a summary view,
| | 02:50 | and we can browse responses.
| | 02:52 | So, with View Summary selected, as we scroll
down, we're looking at page 1 responses.
| | 02:59 | Question 1, you can see the percent who used our customer
service in person versus the phone versus the other options.
| | 03:07 | As we scroll a little further down into the next
question, you can see three different responses here.
| | 03:13 | When we get into a Rating Scale,
it's displayed a little bit differently.
| | 03:17 | So, you can see numbers and percentages.
| | 03:20 | Also, an average rating will appear, and if
you're going for a certain score, for example,
| | 03:25 | this is a handy little display.
| | 03:28 | Same thing for overall satisfaction. And then
if we want to go on to the next page, we can.
| | 03:33 | But really this is just demographic.
| | 03:35 | So we'll see if people
responded to those fields or not.
| | 03:39 | We don't actually see the contents
unless we want to go to Browse Responses.
| | 03:43 | When we go to Browse Responses now, we're
looking at each of the individual respondents
| | 03:48 | and their data down below.
| | 03:50 | So, it's as if we're
looking at a copy of their survey.
| | 03:54 | We can go through previous
respondents back and forth viewing that data.
| | 04:00 | Now, the other options you see here like Filtering,
Crosstab and Download Responses, Sharing Responses,
| | 04:07 | all of these are options that
you need to upgrade to access.
| | 04:11 | So when you go to them, you'll see that
they're pro features, and there is an Upgrade button.
| | 04:15 | If you think that's something you really have to
have, go ahead and upgrade, and you'll able to use them.
| | 04:22 | So let's go back to the homepage by clicking
Home, and at this point, you're ready to move
| | 04:26 | on creating your own surveys, working with
existing surveys you may have created, analyzing data.
| | 04:33 | You have all the tools you need
now to get going with online surveys.
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