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If you are looking for a way how to launch your Form/Survey then please go to your Surveys/Forms home page, select needed Form/Survey and click on the Launch button.

You will get to the Launch page and here you can select a preferred distribution method and set some important properties for a link.

The Form/Survey link that you can see in the Master Survey URL is a generic link and allows multiple responses. Respondents can forward the link and it will collect responses from each person who submits the survey/form via Master URL.

 A Master URL or unique link can look differently:

No SSL is the default access option, when a regular link with a domain name is generated.

 More details:

The No SSL link is generated by default. You can copy it and paste into your web browser to see how it works. You can forward it to respondents by various means: by email from your mail client, you can embed it as a link on your website or you can print it on postcards or receipts and ask the respondents to enter the link into a browser to access the survey.

  • As this is a general link responses will be anonymous. You can allow multiple responses from the same person or allow to overwrite previous answers.
  • If you try to email it to your respondents, the responses will be anonymous or overwritten depending on your Form/Survey settings. In case of using our Email Distribution system to email your survey, a unique link will be automatically generated for each respondent.

SSL a link which is generated with making the transferred data securely encrypted on both ends from the connection. For more details look in the Secure Connection help chapter.

IP address is an advanced option. When you select the IP address, a domain name in the link is replaced with an IP address of an application server.

Custom URL is an advanced option. You can select this radio button if you wish to mask the domain name with your own custom one. Respondents will see a link with your custom domain and when proceed to a next survey page the custom URL will change for the IP address. For instructions on how to generate a custom URL please consult Customize URL help chapter.

Set Start and End Dates Select the time range you want the survey link to be accessible.

You can choose time zone convenient for you, the default setting is relative to EST time zone. For details consult the Time Zones help chapter.

  • Send alert when the Survey expires Activate this option if you want to be notified before the Form/Survey becomes expired. Click Edit Email to compose your alert message.

    The alert will be sent at midnight prior to expiration.

Set response limit The application automatically closes the survey after it collects the required amount of completed responses.

 The distribution methods may also differentiate:

Publish to the User Portal and Mobile App This option allows you to publish the survey on Participant Portal. For more details consult the Publish on Participant Portal help chapter.

  • Hide/Show on Portal Select the date and time you want to hide your survey on the Portal page relative to EST time zone. For details consult the Time Zones help chapter.

  • Manage participants This option allows adding participants to your survey. For more details consult the Participant Manager help chapter.

Send email invitation with individual Survey links You can send a survey from the application mail system. This method is recommended when you need to give individual link to each respondent. Individual links are unique per email; it allows to track from which email address the response was provided. You can enter email addresses for distribution one by one manually, you can import from data sources or send survey invitation to people from your Contact Manager.

Use passwords to identify users accessing the Survey In situation when you cannot email survey invitations but need to identify which respondent gave the answer you can protect the survey with individual passwords. Each respondent when opens the Master URL will be prompted to enter the password that you uploaded using Password survey protection feature.

Make this form a part of a task definition This option becomes available when launching a Form. Once selected, you will be given a choice of Task Definitions it can be attached to.

Embed the Survey into your website, blog or application This option provides ready-made code that you can use to embed a survey into your website. Using  HTML code you can include a link to a survey or a pop-up survey to a website.

Distribute via salesforce Provides the capability to synchronize our application data between the survey and Salesforce.com objects as well as distributing surveys with the help of Salesforce.com facilities.

Upload responses Allows you to upload responses to your survey. This feature is used when you need to merge responses collected online with historical data or with data collected with other systems.

The Manage participants option allows adding participants to your survey. For more details consult the Participant Manager help chapter.


  • If your survey has been distributed via our email system, partially completed responses can be saved and included into a report.
  • If you need to get partially completed responses of the survey that has not been distributed via our email system and include them into a report you should set Do not allow respondent back into survey or Respondent may return and modify their response on the Settings page.
  • When a respondent needs to take the survey more than once via Master URL from the same computer in Internet Explorer it is recommended to pause for 10 seconds between surveys.
  • Back button takes you back to questions list page.
  • If your survey has been distributed via our email system and one of the three rules on the Settings page has been set, partially completed responses can be saved and included into a report.
  • If you need to get partially completed responses of the survey that has not been distributed via our email system and include them into a report you should set Do not allow respondent back into survey or Respondent may return and modify their response on the Settings page.
  • While taking the survey via Master URL the cookies are used to identify the respondents.
  • While taking the survey via Master URL from the same computer in Internet Explorer several times in a row respondents must make 10 sec pauses.
  • Back takes you back to previous page. The data will be saved.

 

Time Zones

 Click here for more details:

 This page contains the list of time zones relative to EST (Eastern Time). You can consult this table while setting the start time and end time for your survey on the Launch page.

 

TimeTime Zone
IS -7: 00International Date Line West
IS -6: 00Midway Island, Samoa
IS -5: 00Hawaii
IS -4: 00Alaska
IS -3: 00Pacific Time (US & Canada); Tijuana
IS -2: 00Arizona
IS -2: 00Chihuahua, La Paz, Mazatlan
IS -2: 00Mountain Time (US & Canada)
IS-1: 00Central America
IS-1: 00Central Time (US & Canada)
IS-1: 00Guadalajara, Mexico City, Monterrey
IS-1: 00Saskatchewan
IsBogota, Lima, Quito
IsEastern Time (US & Canada)
IsIndiana (East)
IS 1: 00Atlantic Time (Canada)
IS 1: 00Caracas, La Paz
IS 1: 00Santiago
IS 1: 30Newfoundland
IS 2: 00Brasilia
IS 2: 00Buenos Aires, Georgetown
IS 2: 00Greenland
IS 3: 00Mid-Atlantic
IS 4: 00Azores
IS 4: 00Cape Verde Is.
IS 5: 00Casablanca, Monrovia
IS 5: 00Greenwich Mean Time: Dublin, Edinburgh, Lisbon, London
IS 6: 00Amsterdam, Berlin, Bern, Rome, Stockholm, Vienna
IS 6: 00Belgrade, Bratislava, Budapest, Ljubljana, Prague
IS 6: 00Brussels, Copenhagen, Madrid, Paris
IS 6: 00Sarajevo, Skopje, Warsaw, Zagreb
IS 6: 00West Central Africa
IS 7: 00Athens, Beirut, Istanbul, Minsk
IS 7: 00Bucharest
IS 7: 00Cairo
IS 7: 00Harare, Pretoria
IS 7: 00Helsinki, Kyiv, Riga, Sofia, Tallinn, Vilnius
IS 7: 00Jerusalem
IS 8: 00Baghdad
IS 8: 00Kuwait, Riyadh
IS 8: 00Moscow, St. Petersburg, Volgograd
IS 8: 00Nairobi
IS 8: 30Tehran
IS 9: 00Abu Dhabi, Muscat
IS 9: 00Baku, Tbilisi, Yerevan
IS 9: 30Kabul
IS 10: 00Ekaterinburg
IS 10: 00Islamabad, Karachi, Tashkent
IS 10: 30Chennai, Kolkata, Mumbai, New Delhi
IS 10: 45Kathmandu
IS 11: 00Almaty, Novosibirsk
IS 11: 00Astana, Dhaka
IS 11: 00Sri Jayawardenepura
IS 11: 30Rangoon
IS 12: 00Bangkok, Hanoi, Jakarta
IS 12: 00Krasnoyarsk
IS 13: 00Beijing, Chongqing, Hong Kong, Urumqi
IS 13: 00Irkutsk, Ulaan Bataar
IS 13: 00Kuala Lumpur, Singapore
IS 13: 00Perth
IS 13: 00Taipei
IS 14: 00Osaka, Sapporo, Tokyo
IS 14: 00Seoul
IS 14: 00Yakutsk
IS 14: 30Adelaide
IS 14: 30Darwin
IS 15: 00Brisbane
IS 15: 00Canberra, Melbourne, Sydney
IS 15: 00Guam, Port Moresby
IS 15: 00Hobart
IS 15: 00Vladivostok
IS 16: 00Magadan, Solomon Is., New Caledonia
IS 17: 00Auckland, Wellington
IS 17: 00Fiji, Kamchatka, Marshall Is.
IS 18: 00Nuku'alofa

Customize URL

 Click here for more details:

 To use the Customize URL in your survey or report you need to go to the Launch or Publish pages, and then:

  1. Select the Customize URL option.
  2. In the text field, type your domain name and the webpage name where the survey will be placed, as shown in the example.
  3. Click Save to generate your new survey link.

 

 To make this link work, ask your webmaster to place the script into the body of the webpage you have indicated in the survey link or report link.
Copy and paste the script below into the body section of your webpage.
<script type='text/javascript'>
x=window.location;
xSrc=unescape(x);
x=xSrc.toLowerCase();
indOfSur=(""+x).indexOf("sid=");
indOfPwd=(""+x).indexOf("pwd=");
indOfNext=(""+x).indexOf("&");
indOfLQID=(""+x).indexOf("lqid=");
if (indOfNext<0) indOfNext=(""+x).length;
SID=(""+x).substr(indOfSur+4,indOfPwd-indOfSur-4);
PWD=(""+x).substr(indOfPwd+4,indOfNext-indOfPwd-4);
PARMS="";
if (indOfLQID>0) PARMS=(""+xSrc).substr(indOfLQID+6);
y="";
if (indOfSur>0 && indOfPwd>0) y="https://kslink.me/survey/"+SID+"/"+PWD+"/"+"?logo=1";
indOfPwd2y=(""+y.toLowerCase()).indexOf("pwd2=");
indOfPwd2x=(""+x.toLowerCase()).indexOf("pwd2=");
withoutPwd2 =(""+y).substr(0,indOfPwd2y-2);
if (indOfSur>0 && indOfPwd>0 && indOfPwd2x>0) {
	if (indOfLQID>0) window.location=withoutPwd2+"/?logo=1&LQID=1&"+(""+x).substr(indOfPwd2x,(""+x).length-indOfPwd2x)+PARMS;
	else window.location=withoutPwd2+"/?logo=1&"+(""+x).substr(indOfPwd2x,(""+x).length-indOfPwd2x);
}
if (indOfSur>0 && indOfPwd>0 && indOfPwd2x<0) {
    if (indOfLQID>0) window.location="https://kslink.me/survey/"+SID+"/"+PWD+"/"+"?logo=1&LQID=1"+PARMS;
	else window.location="https://kslink.me/survey/"+SID+"/"+PWD+"/"+"?logo=1";
}
indOfSurveyID=(""+x.toLowerCase()).indexOf("surveyid=");
indOfReportID=(""+x.toLowerCase()).indexOf("reportid=");
indOfpw=(""+x).indexOf("pw=");
SurveyID=(""+x).substr(indOfSurveyID+9,indOfReportID-indOfSurveyID-9);
ReportID=(""+x).substr(indOfReportID+9,indOfpw-indOfReportID-9);
pw=(""+x).substr(indOfpw+3,(""+x).length-indOfpw);
if (indOfSurveyID>0 && indOfpw>0){ 
	window.location="https://kslink.me/Member/Public/report.jsp?SurveyID="+SurveyID+"&ReportID="+ReportID+"&pw="+pw+"&logo=1"; 
}
// End -->
</script>
 If you are planning to create a new page for your survey or report, you can use this source.
<html>
<head>

<meta http-equiv="X-UA-Compatible" content="IE=edge" />
<link rel="stylesheet" media="all" type="text/css" href="/style/structure.css?v=8.3"/>
<link rel='stylesheet' type='text/css' href='/style/css/global.css'>
 
<!--[if IE]>
<link rel="stylesheet" media="all" type="text/css" href="/style/ie.css?v=8.3"/>
<![endif]-->
<!--[if IE 8]>
<link rel="stylesheet" media="all" type="text/css" href="/style/ie8.css?v=8.3"/>
<![endif]-->
<script type="text/javascript" src="/js/vendor/ks.libs.js?v=8.3"></script>
<script type='text/javascript'>
<!--
function MM_swapImgRestore()
{ var i,x,a=document.MM_sr; for(i=0;a&&i<a.length&&(x=a[i])&&x.oSrc;i++) x.src=x.oSrc; }
function MM_findObj(n, d)
{ var p,i,x; if(!d) d=document; if((p=n.indexOf("?"))>0&&parent.frames.length)
{d=parent.frames[n.substring(p+1)].document; n=n.substring(0,p);}
if(!(x=d[n])&&d.all) x=d.all[n]; for (i=0;!x&&i<d.forms.length;i++) x=d.forms[i][n];
for(i=0;!x&&d.layers&&i<d.layers.length;i++) x=MM_findObj(n,d.layers[i].document);
if(!x && document.getElementById) x=document.getElementById(n); return x;
}
function MM_swapImage()
{ var i,j=0,x,a=MM_swapImage.arguments; document.MM_sr=new Array; for(i=0;i<(a.length-2);i+=3)
if ((x=MM_findObj(a[i]))!=null){document.MM_sr[j++]=x; if(!x.oSrc) x.oSrc=x.src; x.src=a[i+2];}
}
/*
*  name - id HTML object
*  hide - (true|false)
*/
function MM_HideLayer(name,hide){
  var obj = document.getElementById(name);
  if(obj!=null){
    var v = (hide)?'hidden':'visible';
    obj.style.visibility = v;
  }
}
function AfterStart(){
  MM_HideLayer("wait_div",true); /*AfterStart*/
}
//-->
</SCRIPT>
</head>
<BODY onLoad="javascript:AfterStart();">
<script type='text/javascript'>
<!-- Begin//write out the loading message in a <div> layer
var my_page ='<div align="center" id="wait_div" style="position:absolute;left:0;top:0;border:0px none #000000;z-index:100;height:100%;width:100%;background-color:#FFFFFF;layer-background-color:#FFFFFF;visibility:visible">';
my_page+='<div id="Layer1" style="position:absolute;z-index:1001;left:42%; top:40%">';
my_page+='<b><FONT FACE="Arial Bold, Helvetica, sans-serif" SIZE="4" COLOR="#0333FF">';
my_page+='<table><tr><td><font color="blue" size="10">Loading...</font></td></tr></table>'; //GIF IMAGE animation include here
my_page+='</font></b></div></div>';
if(document.all) document.write(my_page);
x=window.location;
xSrc=unescape(x);
x=xSrc.toLowerCase();
indOfSur=(""+x).indexOf("sid=");
indOfPwd=(""+x).indexOf("pwd=");
indOfNext=(""+x).indexOf("&");
indOfLQID=(""+x).indexOf("lqid=");
if (indOfNext<0) indOfNext=(""+x).length;
SID=(""+x).substr(indOfSur+4,indOfPwd-indOfSur-4);
PWD=(""+x).substr(indOfPwd+4,indOfNext-indOfPwd-4);
PARMS="";
if (indOfLQID>0) PARMS=(""+xSrc).substr(indOfLQID+6);
y="";
if (indOfSur>0 && indOfPwd>0) y="https://kslink.me/survey/"+SID+"/"+PWD+"/"+"?logo=1";
indOfPwd2y=(""+y.toLowerCase()).indexOf("pwd2=");
indOfPwd2x=(""+x.toLowerCase()).indexOf("pwd2=");
withoutPwd2 =(""+y).substr(0,indOfPwd2y-2);
if (indOfSur>0 && indOfPwd>0 && indOfPwd2x>0) {
	if (indOfLQID>0) window.location=withoutPwd2+"/?logo=1&LQID=1&"+(""+x).substr(indOfPwd2x,(""+x).length-indOfPwd2x)+PARMS;
	else window.location=withoutPwd2+"/?logo=1&"+(""+x).substr(indOfPwd2x,(""+x).length-indOfPwd2x);
}
if (indOfSur>0 && indOfPwd>0 && indOfPwd2x<0) {
    if (indOfLQID>0) window.location="https://kslink.me/survey/"+SID+"/"+PWD+"/"+"?logo=1&LQID=1"+PARMS;
	else window.location="https://kslink.me/survey/"+SID+"/"+PWD+"/"+"?logo=1";
}
indOfSurveyID=(""+x.toLowerCase()).indexOf("surveyid=");
indOfReportID=(""+x.toLowerCase()).indexOf("reportid=");
indOfpw=(""+x).indexOf("pw=");
SurveyID=(""+x).substr(indOfSurveyID+9,indOfReportID-indOfSurveyID-9);
ReportID=(""+x).substr(indOfReportID+9,indOfpw-indOfReportID-9);
pw=(""+x).substr(indOfpw+3,(""+x).length-indOfpw);
if (indOfSurveyID>0 && indOfpw>0){ 
	window.location="https://kslink.me/Member/Public/report.jsp?SurveyID="+SurveyID+"&ReportID="+ReportID+"&pw="+pw+"&logo=1"; 
}
// End -->
</script>
<!-- FUNCTION_CLOSEWINDOW -->
<!-- Caption page -->
</body>
</html>



  • You will need to add this script to the webpage only once and it will work for all your surveys and reports - you will just need to select the Customize URL option and specify the domain and the webpage name.
  • If you have a Private Label or Self-Hosted installation of our application, you should modify the URL provided in the script above to reflect the actual address of your installation or the custom link configured in the system.

Secure Connection (SSL)

 Click here for more details:

 This feature is used to encrypt the form/survey data. Encryption is the scrambling of data into a code that is unreadable to anyone who does not have the key that deciphers it. Only you and our server have the key to unlock your code. With our application online, all your account information is protected by 128-bit encryption to maintain the privacy and confidentiality of your data. To take advantage of encryption technology, you will need to obtain a secure browser, one that supports 128-bit encryption.

To use a Secure Connection in your form/survey, you need to select the Secure URL option on the Launch page or Publish page of the Custom Report:

 


 

When applying this feature you should keep in mind the following:

  • If your survey contains links to images or other objects that are not located on our server, respondents may get alert messages saying that the page contains both secure and non-secure items. In this case, you might want to inform your respondents beforehand, that all the information is sent via the secure connection and cannot be easily read by a third party, and only images or other embedded objects are sent via the non-secure connection.
  • When opening a secure link respondents may get alert messages saying that the page they enter is secure. This alert can be turned off only by respondents themselves.
  • Depending on browsers type and their settings there might pop up a confirmation message informing your respondents that the data they enter in the forms will be sent via the secure connection. 

Email Alert

 Click here for more details:

 

This page contains the description and implementation procedure of all of the possible email notification methods provided by the Form.com/Key Survey platform which can be used in the process of Form/Survey creation.

To add a new Email alert, please go to the Form/Survey editing page, find Email alerts on the toolbar and follow the instructions below:

Design Email Alert

 Click here for more details:

 You can set up different email alerts for each answer a respondent makes. Each email can have a different subject line, body text, list of recipients and sender's address. Emails sent to your respondents can also have attachments.

To set up an Email Alert follow the steps below:

  1. Click the Email alert button on the Edit Form/Survey page:


    If email alerts have been already created, you can manage them with the help of Email alerts panel. For details, please consult the Manage Email Alerts help chapter.

  2. Specify the Alert Settings.

     Click here for more details:
    1. Set up the rules and conditions when the alerts should be sent. This menu depends on the question type the alert is applied to.
    2. Select email alert type:
      • Alert to respondent will be sent to the email address of the particular respondent. Please, make sure to apply Respondent's email setting to a field where your respondents specify their email address if you distribute your form via Master URL. This setting can be used once per form/survey.
      • Alert to survey owner will be sent to the email address associated with your account or to any email address(es) you will indicate.
      • Alert to other person will be sent to any email address(es) you will indicate.
      • Name your email alert using the Alert name text box. The name should be unique for every new alert within the question.

    For the questions with text responses of Single Line, Multi Line type and Numeric Allocation questions:

      • Select answer choice based on which email alert should be sent.
      • Specify the alert condition (does/ does not/ is empty/ is not empty).
      • Specify the entry type for does and does not conditions. match looks for the whole word. contain looks for the sequence of letters within a word.
      • Enter the word(s) or characters you are/are not interested in. Use space as separator if your alert setting will be based on more than one word.

        If using contain option you need to create new email alert per each word or sequence of characters.
    For the questions with multi-choice responses of Pick One or Other, Pick One with Comment, Check All That Apply, Dropdown Box, List Box types:
      • Select the responses you want the email alert to be applied.

        Keep in mind

        If you select multiple responses for the questions of Pick One and Dropdown Box type, email alert will be triggered either on one response or another.

        If you select multiple responses for the questions of Check All That Apply and List Box types, email alert will be sent only if the combination of these responses will be used by the respondent.

    For the questions of Rate Different Items Along the Scale of Choice type:

      • Select responses upon which the email alert will be sent. If select multiple items, the OR logic will be applied. This means that the alert will be sent if at least one item is selected by survey respondent.

    Email alert may be also sent unconditionally upon a form/survey submission. To do this, use the special "Always" keyword when setting up an email alert in Advanced mode:


    Click the Next button to save your changes and move onto step 3.

  3. Input the Email Alert Text.

     Click here for more details:

    For details consult the Compose Email help chapter.

      • If you are in Alert to other person mode, list the email addresses to which this particular alert should be sent using the To and Bcc fields. If multiple email addresses are used separate them with commas.
      • If you use Bcc field to send blind copies, it is recommended indicating these email addresses within the To field as well, because some SMTP servers may ignore the Bcc field.
      • You can use Piping within the email alerts. For more details consult the Piping help chapter.
      • If you import additional information using the Autofill feature you can use the [Fx] tags.
      • Respondents who receive email alert can view only their particular report by clicking the link to it within the email alert body. This means that the 'View by Respondent' mode does not have navigation to other responses in opposite to when you insert email addresses directly in the Email alert to field, thus all the survey responses can be viewed using navigation buttons. Respondents do not have an ability to edit or delete their responses.

         The Edit and Delete report controls are displayed to the report viewer who is logged into the system within the same browser session only. They are not available for third-party viewers. For more details consult the Report help chapter.

    Click the Save button to save changes and return to the Email alert pop-up.

 

  • You can set up alerts to go out to respondent and to specified addresses at the same time. To do it you need to go through setup procedure twice in different modes.
  • Email alert to respondents can be sent if you launch your survey via our email distribution system and your survey is not anonymous.
  • Email alerts cannot be sent if your responses have been uploaded with the help of Upload Responses feature.
  • You can send email alerts to respondents who have taken the survey via Master Link. For details consult the Email Reply help chapter.
  • When testing your survey using the Test Survey feature real email alerts will be sent to indicated email addresses.
  • Email Alerts are sent once the respondent has clicked the Submit button.

Email Reply

 Click here for more details:

 You can send an email alert to survey respondents even if your survey has not been distributed via our mail system. You can ask respondents for their email address and email alert will be sent to that address.

When designing your survey consider the following steps:

  1. Set Email Alert to respondent in Email alert section of the form/survey. For more details, please consult Email alert help page.
  2. Add a question of the Single Line Text with Pre-Format Option type. In this question you should ask to enter email address.
  3. Click the Wrench icon on the right from the answer field in which respondents input email addresses, and check Respondent's email option:

    or Insert the <EMAIL_REPLY/> tag in the answer field where respondents input their emails. Please note that answers input mode must be switched to Standard:

After respondents submit their surveys, email alert will be sent to the email addresses they indicated.

 

  • You can use this option once in your form/survey.
  • If the Email alert to respondent has been set and your survey has been distributed via our mail system then email alert will be sent to the email address indicated within the question that contains <EMAIL_REPLY/> tag.
  • If respondents do not input email addresses into answer field with this tag they will not receive Email Alert.
  • Email Alerts are sent once the respondent has clicked the Submit button.

Manage Email Alerts

 Click here for more details:

 Email Alerts panel allows you to activate/deactivate already created alerts, edit alert settings, edit alert email text, copy alert settings to new alert and delete email alerts.

To manage your email alerts, click the Actions button from the on the Edit survey page and select Email Alerts

Upper left you will find the question the email alert is applied to. Clicking + next to the question will expand the list of answer choices.

New Alert Click this button to create new email alert for current question. For details, see the Design Email Alert help chapter.

Alerts to respondents/Alerts to survey owner or other person menu displays the list of all email alerts applied to this question. The menu contains the following controls:

  • You can deactivate alert and make it active later, instead of deleting it and creating once again. click the Deactivate link for that.
  • Edit Click this link to edit alert settings. For more details, please see the Design Email Alert help chapter.
  • Copy Allows you to create new email alert with the settings based on existent alert.
  • Delete Removes the email alert from the survey.

 

Email Alerts are sent once the respondent has clicked the Submit button.

360 Survey Distribution

 Click here for more details:

 

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Publish to the User Portal and Mobile App

 Click here for more details:

 

Forms/Surveys can be published to the Participant Portal. This launch method is commonly used if you want your respondents to access all the forms published to them in one place.

To launch a desired Form/Survey (enhanced offline support) to the portal, go to the Launch page and select the Publish to the User Portal and Mobile App option.

  1. Select the required Contact Manager from the dropdown. You can use only one Contact Manager per form/survey. This means that if you have already published the form/survey to people from one Contact Manager, you cannot publish it to people from another Contact Manager list.
  2. Click the Change the group of contacts button to add or remove contacts by adding the filter, which will determine who will see the form/survey on the Participant Portal. For more details consult the Contact Groups help chapter.

    a. By clicking Manage selected contacts, you may export the contacts to Excel or CSV and customize individual start and end date of the form for each participant.
    b. Auto Republish when contacts selection changes - this option enables automatic publishing of forms to the new contacts that match selected criteria, as well as removing access to forms ("un-publishing") for the contacts that no longer match the group filters criteria (due to filter or contact changes). 

    If  'Auto Republish when contacts selection changes' option is not checked, and the contacts' selection change manually after the form has been published to the Participant Portal, saving new Filters will republish the form to the new group of contacts. Any changes to the filters will not take effect until you click 'Save Filters'/ 'Save Filters and Republish' button.

  3. Click the Setup Data Flow button, apply field mappings and data flow direction, to prefill the form with the data stored in the contact manager or update selected contacts with the new information from the submitted response.  

    Example:

    When respondents change their living address, job position, email and other personal details, you can update contact records with the up-to-date information. You can also prepopulate survey questions with the data from the Contact Manager. For more details consult the Data Flow chapter.
  4. Specify the number of responses you wish to collect from each respondent per form. Allocate the response modification rights (Edit completed, Copy, Delete completed) for users of the portal, which are also applicable to the users of the Mobile application.

    Please note, that if the portal user deletes his response on the Portal or Mobile App, it will also be removed from all form/survey reports upon synchronization.

  5. Indicate the Participant Portal display conditions by selecting the same dates when the survey is active or set custom dates to modify the availability period.
  6. Activate the send email notification to contacts when the form is published functionality if required.
  7. Click the Publish to Portal and Mobile Apps button to publish the Form/Survey.

    Once your survey is published to the Portal, the access to the form/survey via Master URL will be restricted to only those participants, who are logged on to the Portal.

Back button takes you back to the form/survey Launch page.

 Click here for more details:

 

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Use Passwords to Identify Users Accessing the Survey

 Click here for more details:

 

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Embed the Survey into your Website, Blog or Application

 Click here for more details:

 

This distribution method allows placing the Form/Survey on your website.

 

To get links for your webmaster choose the Embed the survey into your website, blog, or application option from the survey Launch page, and then:

  1. Select the HTML code for survey link option.
  2. Copy and paste the HTML below into your website. This text box contains HTML code that you webmaster can place on your company's website so link to your survey works properly for site visitors. The HTML script should be inserted within <body></body> tags of the web page.

 

 

  • If your account has a URL Suffix, you need to add a suffix to your survey link.
  • There should be software on your local server that will convert your suffix into a URL encoded line and add it to the survey link.
  • Otherwise, there is a risk of adding a suffix, which contains symbols that are not allowed in URL. In this case, the suffix will be ignored and you will not be able to identify your survey takers within your network.
  • This feature works only with Master URL (you can find it on the survey Launch page.).
  • Back Takes you back to previous page.

 

The current page contains the following topics:

iFrame Survey

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You can display the form/survey in a frame within a third-party website or application.

 

To acquire the HTML Form/Survey code for your webmaster you need to choose the Embed the survey into your website, blog, or application option on the survey Launch page, and then:

  1. Select the iFrame code to display form/survey in frame on page option.
  2. Copy and paste the HTML in the textbox onto your website. This text box contains HTML survey code your webmaster can insert in the body of an HTML page on your company's website. The HTML script should be inserted within <body></body> tags.

 

  • Your form/survey must not contain more than one page.
  • Please do not apply any logic transitions to your form/survey.

IFrame on Mobile devices

If you used iFrame to embed the survey into web-site and your respondents use mobile devices to access the web-site, use following script to make your form/survey scrollable. For the first create a wrapping element:

HTML
<div class="wrapping_form_survey">
	<iframe src=""></iframe>
</div>

Now specify element's properties:

CSS
 .wrapping_form_survey {
	-webkit-overflow-scrolling: touch;
  	overflow-y: scroll;
	/* important: specify dimensions and positions here */
}
.wrapping_form_survey iframe {
}

The -webkit-overflow-scrolling: touch; property and value were created for the case of overflow scrolling within the browser.  Without these properties the page you embed the form/survey into will scroll when you scroll the iFrame area.


IFrame Security Risks

If you embed your form/survey into third-party websites with the help of an iFrame, this may bring security risks, for example, the risk of a clickjacking attack. Clickjacking, also known as a "UI redress attack", is when an attacker uses multiple transparent or opaque layers to trick a user into clicking on a button or link on another page when they were intending to click on the the top level page. Thus, the attacker is "hijacking" clicks meant for their page and routing them to another page, most likely owned by another application, domain, or both. More information on this vulnerability can be found here.



Pop-Up Survey

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You can create a pop-up survey for every Nth visitor to your web site.

 

To design a pop-up survey choose the Embed the survey into your website, blog, or application option on the survey Launch page, and then:

  1. Select the Pop-Up survey code option.
  2. Pop-up survey for every Nth visit The page with your survey will pop-up for every Nth visitor to your web site. Specify the number in this box.
  3. Copy and paste the HTML below into your website This text box contains Java-script for pop-up survey. Ask your webmaster to place it on your website. The script should be inserted within <body></body> tags. For additional options see the IP Filtering help chapter.

 

  • If a respondent attempts to take pop-up survey a second time (survey has been submitted before) and the rule 'Do not allow respondent back into survey' has been set then the pop-up survey will be automatically closed.
  • If respondents enter the page again this survey may pop up in two cases: their cookies are disabled or there is the cookies buffer overflow. If the cookies are disabled respondents should enable them. If there is the cookies buffer overflow respondents should delete all the cookies.
  •  To delete all the cookies in Microsoft Internet Explorer 8.x:
    • Select the 'Internet Options...' from the 'Tools' menu.
    • Click the Delete button under the 'Browsing History' option.
    • Select items you want to delete and click the Delete button.
  •  To block the cookies in Microsoft Internet Explorer 7.x:
    • Click the Tools tab.
    • Select the Internet Options...
    • Click the Privacy tab.
    • Click the Advanced button.
    • Select the Override automatic cookie handling option.
    • Select the Block option in the Third-Party Cookies column.

 

 

 How to load a pop-up survey when a user leaves your web page:

Tip

Sometimes you might want to have a pop-up survey appear when the user either leaves your site or closes the browser. This can be achieved through JavaScript within your web pages that launches a new browser window on a visitors PC.

 

If you want to load a pop-up survey when a user leaves your site by clicking a foreign link on your webpage, you can trap all foreign links within your webpage in the following way:

<a href="http://www.yahoo.com" onClick="window.open('http://www.keysurvey.com/survey/...','myname')">Go to Yahoo</a>

 

Replace ... with the URL to your survey.

 

If you want to pop up a survey when visitors leave a specific web page without requiring the user to click a link, use the unload event in the body tag as follows:

onUnload="window.open('http://www.keysurvey.com/survey/...', 'myname');"

Replace ... with the URL to your survey.

 

The Back button Takes you back to the Launch page.

Web Poll

 Click here for more details:

This feature allows you to embed the survey of the specific width into your page. It is used for testing your survey before pasting it into your web site.

 

To test your survey and copy its HTML code choose the Embed the survey into your website, blog, or application option on the survey Launch page, and then:

  1. Select the Web Poll code to embed survey within page option.
  2. Use the Width field to set the width of the survey and click the Apply button to save your settings.
  3. Click Test to test how your survey works.

    If you take your survey and click Submit or Vote you can view the results in the report.
  4. Copy and paste the HTML code of the survey into your web site. The HTML script should be inserted within <body></body> tags.

 

  • The option works properly with only one-page surveys.
  • Only the Allow multiple responses - only applies to Master URL rule is applicable to this type of survey launch. The number of respondents who can submit the surveys from the same computer is not limited.
  • If you attach logo to your survey it will be displayed at the bottom of the page when posting web-poll to your site.

Distribute via Salesforce.com

 Click here for more details:

 Integration with Salesforce.com CRM tool brings a new time-saving way of customer management. Using Salesforce.com integration, our application provides the capability to synchronize data between the survey and the Salesforce.com objects as well as to distribute surveys with the help of Salesforce.com facilities.

This ensures that your Salesforce.com database is always updated with the client information after submission of the online survey. Moreover, now you can easily export the respondent data from Salesforce.com account, with no need to input data manually in the online survey. Automate your sales-cycle process with two-way data exchange between Salesforce.com and KeySurvey.

Integration Key Features

  • Distribute the survey link inside an email template in Salesforce.com account or by other distribution means;
  • Auto-populate survey questions with client information stored in Salesforce.com account;
  • Keep updated your Salesforce.com database with client information by prompting to take the online survey;
  • Track survey results following the report link generated and saved to Activity History within SalesForce object integration was performed with.

    SalesForce account you integrate your survey/form with must have Edit Task and Edit Event rights activated.

To integrate your Salesforce.com account, first you need to set up the login page by going to My Account > Sales Force Login page.
For details, please see Salesforce.com Login Setup.

After that, you will need to configure the integration setups on Launch Survey > Distribute via Salesforce.com page.
For details, please see New Integration Setup.

 

 Integration Requirements:
Your Salesforce.com account must have the Salesforce API right enabled.

 

Make sure your edition of Salesforce.com is compatible to use the API. 

 This feature is enabled by default in:
  1. Enterprise Edition
  2. Unlimited Edition
  3. Developer Edition
 The API package is not available for the following editions:
  1. Personal Edition
  2. Group Edition
  3. Professional Edition

 

 

 

The current page contains the following topics:

Login Setup

 Click here for more details:


The Salesforce account access provides the dataflow between Form.com's, KeySurvey's and Salesforce's servers before and after the Survey is completed.

 To set up access to Salesforce account you need to click My Account > Salesforce.com Login Setup and then enter the Salesforce login data:

  • User Name (Salesforce user name). The user name must be in the form of email address;

  • Password, followed by a security token.

    The password is case sensitive and must be followed by a security token.

Security Token

A security token is an automatically-generated key that you must add to the end of your password to let Key Survey log in to Salesforce. For example, if your password is mypassword, and your security token is XXXXXXXXXX, then you must enter mypasswordXXXXXXXXXX to log in. To receive or reset your security token at any time, click Setup > My Personal Information > Reset Security Token, and click the Reset Security Token button. The new security token is sent via email to the email address on your Salesforce user record.

Select the Use SSL check box to provide the secure connection between Form.com, KeySurvey and Salesforce servers using Secure Sockets Layer protocol. 

Enabling the SSL connection may slow down the server performance (additional encryption/decryption operations) and impact the respondent's experience. You should only use it when necessary.

 

Click Update to save the login information in the KeySurvey database.

 

 

  • You may connect to the Salesforce account by taking advantage of Single Sign-On option. This option allows validating the usernames and passwords through client's local network - such as LDAP - without the need to enter multiple passwords.
  • The KeySurvey application as well as LDAP server should be set up on client's local network. The respondents' data will be stored on client's or KeySurvey server, while the account information will be stored on LDAP server. The integration is possible only when the login and password of the KeySurvey account match the login data of the Salesforce account.
  • Once the Single Sign-On access is configured from Salesforce side, the user will see the Use Salesforce.com Single Sign-On check box on this page. Select it to authenticate once and gain access to the Salesforce resources. Each user is authenticated just once with their user-credentials at the moment of login. From then on, the user's authentication is managed directly between Salesforce account and LDAP database.
  • You must be a member of LDAP working group to use this service.

New Integration Setup

 Click here for more details:

A new integration between the selected form/survey and Salesforce objects can be setup/edited from this page.

 

To configure a new integration setup you need to click Go next to the 'Salesforce.com integration' on the survey Launch page and then click the Setup New Integration button.

 

The wizard will take you through the next steps:

 Basic Settings
  • Integration Name. Give your integration a name by typing it in this text field. Each new integration should have the unique name. The integration name is used only for internal purposes.
  • Salesforce.com object to integrate with Use this list box to select the available Salesforce object to integrate with. If you click Next to save your settings you cannot reselect a new object. The workaround is to delete the current integration and setup the new one.
  • Click Next to save your progress and move onto the next step.
 Mapping

Select the Salesforce field and the corresponding survey item you would like to map using two list boxes:

  • The list box Salesforce.com fields on the left shows all the fields of the selected previously Salesforce object.
  • The list box Survey questions on the right displays the survey questions with answer choices.

    • All required fields of the Salesforce object are highlighted in yellow and must be mapped with the survey items;
    • All survey questions that are mapped with the required fields of the Salesforce object must be set as Must answer on the Edit Questions page.
    • All survey items that are not applicable with Salesforce fields are grey;
    • The survey questions that are hidden on Questions page cannot be synchronized with Salesforce fields and are not displayed in the Survey questions list box;
    • For more information about synchronizing Salesforce fields with survey items, see Synchronization Settings.
     Specify Data Flow Direction by choosing one of the following option buttons:
    • To. The data transfers from Salesforce account to the KeySurvey application. The survey questions appear autofilled before taking the survey;
    • From. The data transfers from KeySurvey application to the Salesforce account after the survey has been submitted by the respondents;
    • To and From. The combined type of data flow direction is used.
  • Click the Apply mapping button to transfer the data between this survey and Salesforce.

    After the integration rules are set, you can view them in the mapping table at the bottom of the page. If you want to remove the specific mapping, click the Remove icon next to it.

  • Select the Overwrite with empty responses option to overwrite the existing salesforce.com data with empty survey response, if user did not answer the survey question. This check box is selected by default.

    This check box is unavailable if To mapping direction is specified.
  • Click Next to save your settings and move onto the next step.
 Integration URL

The synchronization of the survey data with Salesforce account is now finished.

Copy the generated URL on this page into your email template in salesforce.com account. The survey link is ready to be distributed.

You can also launch your form/survey from Form.com/KeySurvey account anytime later.

Click the Finish button to go the Mapping page with your new mapping settings.

 Creating a new Salesforce object

Besides updating your Salesforce records within objects, SalesForce.com integration allows creating new objects such as Lead, Account, Case and others including custom objects within your Salesforce account, using data submitted by your survey respondents. Here are the steps that walk you through:

  1. Setup the Basic Settings page by naming your integration and choosing SalesForce object you want to create.
  2. Map Survey items with SalesForce fields including all required fields that are highlighted in yellow.
  3. Specify From or To and From data flow direction.
  4. Use Integration URL to distribute it to your survey respondents directly using your email system.

After the survey is submitted new Salesforce object will be created and will contain your survey data in accordance with mapping settings.

Salesforce.com Integration

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The corresponding page allows viewing and modifying the current integration settings as well as setup new integration between the associated form/survey and Salesforce objects.

 

To manage your integration settings click Distribute via Salesforce.com option on the Launch page.

On this page you can find the table containing the list of your current integrations.

 The table includes the following information:
  • Name. The integration name;
  • Integration Type. Specifies the type of salesforce.com object that was synchronized for integration;
  • Link to distribute. The survey URL that can be pasted in the salesforce email template or distributed by other means;
  • Edit. Allows you to edit the specific integration setup;
  • Delete. Deletes the specific integration setup.

Setup New Integration. Enables you to configure new integration setup. To learn more, see New Integration Setup.

 

 

 If any errors detected, the problem integration is highlighted in red.

The possible errors could be:

  • The survey question used in this mapping does not exist - Most likely the survey question was deleted after the integration had been created.
  • Object field used in this mapping does not exist - The salesforce.com object was altered after the integration has been created and the object field used in this integration no longer exists.
  • Data type mismatch or the specified object field is read or write protected - There may be two reasons for this error. One of them is that the salesforce.com object field type is not compatible with the question type in your survey. The other reason is that the Salesforce.com object field used in this integration is either read or write protected.

Synchronization Settings

 Click here for more details:

The following table contains the question types, data flow direction and Salesforce compatible object types.
Question TypeData Flow DirectionTypes of Salesforce object fields
Pick One or 'Other' or Pick One with 'Comment' [QX]<< >>Picklist, all elements except 'other'.
Pick One or 'Other' [QX.AN], where N is the number of 'other' answer option.<< >>String, int, double, currency, email, percent, phone, dateTime, url, date, byte, ID, reference.
Pick One with 'Comment' [QX.AN], where N is the number of 'comment' answer option.<< >>String, int, double, currency, email, percent, phone, dateTime, url, date, byte, ID, reference.
Check All that apply [QX]<< >>Multipicklist (if other is missing).
Check all that apply [QX.AN], where N is the number of 'other' answer option.<< >>String, int, double, currency, email, percent, phone, dateTime, url, date, byte, ID, reference.
Dropdown box [QX]<< >>Picklist.
List box [QX]<< >>Multipicklist.
Single line text with pre-format options [QX.AY]<< >>String, int, double, currency, email, percent, phone, dateTime, url, date, byte, ID, reference.
Multi-line text response [QX]<< >>Textarea.
Numeric Allocation [QX.AY]<< >>Int, double, currency, percent, byte.
Rate different items along the scale of your choice - is not applicable.  
Compare one against another - is not applicable.  
3D Matrix - is not applicable.  
Section Header - is not applicable.  

Upload Responses

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 You can upload responses from your side and create respondents automatically. This is commonly used to make data entry quick when adding the responses of those who took paper Forms/Surveys to the results of those who took electronic forms.

To use this feature follow the steps bellow:

  1. Design your form/survey.
  2. Create a .CSV ('comma separated values' ) Data File in accordance with the requirements provided below.
  3. Write an email body text by clicking the Edit Email button from the distribution method page if necessary.
  4. Select the Upload responses distribution method from the Launch page.
  5. Select the Send email to respondent option if your CSV data file contains email addresses of respondents you wish to invite.
    • Use the [Fxxx] tag to insert additional information in your email body text or subject from the import field of your Data File (where xxx is the field number starting from '1').
  6. Specify the column number of the field in the CSV file where email addresses resides (if such field exists).
  7. Click Choose file to locate the .CSV data file saved locally on your computer.
  8. Click the Import to import respondent data in your form. You will be notified with a pop-up message if the data was uploaded successfully.

In the case of a failed upload, a pop-up will appear indicating lines of issue.

 

Required .csv Format

 The .CSV file must be structured in the following order:

  • Only commas, semicolons and tabs can serve as delimiters.
  • If you use one of the above delimiters in a text field you should enclose it in double quotes (for example, "1 part, 2 part";3 part). To use double quotes in a text field you should double them up (for example, """1 part, 2 part""" which would appear as "1 part, 2 part").
  • Responses to the Pick one or 'other' and Dropdown box questions are indicated in a single field (answer number or answer text). The Comment field of Pick One with Comment question type cannot be imported.

    If your answer choices contain numeric texts you should specify the text of the selected answer but not its order number. The selected 'other' answer choice is indicated as a text field and unselected one as an empty field.
  • Responses to the Check All and List Box questions are specified as 0 or 1 (0 - unselected answer, 1 - selected answer) according to the quantity of the answer choices. The selected 'other' answer choice is indicated as a text field and unselected one as an empty field.
  • Responses to the Rate Different Items Along the Scale of Your Choice question are specified as figures (from 1 to 12, and 0 if no radio button was selected to an answer) corresponding to the number of scale columns, starting from the first answer to the last one in order top-down.
  • Responses to the Compare One Against Another question are specified as numeric values (one field for each answer choice that is compared) corresponding to the quantity how much this answer choice was selected.
  • Responses to the 3D Matrix question are separated by the “|” symbol. Regardless of the columns sequence in the 3D Matrix, the data associated with this question in the import file should always be in the corresponding order:

    • Radio button. For all Pick one column formats, the value in the .csv must be indicated in a single column, which should be placed at the beginning of the 3D Matrix question data, the indicated value of the response must be the number of the selected column.
    • Check Box
    • Dropdown. The Dropdown column format is assigned as many fields as required in Dropdown column format. In the case of several Dropdown formats, the data must be set in the same order as in a scale sequence. To determine the answer to a Dropdown column format the selected value must be specified.
    • Other text question types. The data of the text fields must correspond with their location on the scale. In other words, the data of the pick one, check box and dropdown column formats are always submitted in advance, followed by all other data corresponding with the scale. 

      • If you use Calculate total sum option for this type of question make sure that total number of the uploaded data fits into the indicated range, otherwise responses will not be uploaded.
      • If your survey includes 3D Matrix you should specify as many empty fields in the csv data file as there are products, features or services listed in the question.


  • Responses to the Single Line Text with Pre-Format Option and Multi Line Text Response are specified as text answers (one field for each text answer).
  • Responses to the Numeric Allocation are specified as numeric values (one field for each numeric value, and additional field for total). If one of the fields should be empty, import 0 instead of the blank field. The total field is always updated with the sum of the values of other fields.

  • Responses to the Object Lookup/Multiple Object Lookup are specified as a unique identifiers of the selected objects from the Contact Manager/Data model associated with these questions in the survey.
  • There is a workaround to change Submit Date in View by Respondent mode using the Upload responses feature along with special HTML tag. To modify the Submit Date, you should do the following:
    • Create in the survey new question of Single Line or Multi Line type asking about the date of submit.
    • Put <submit_time format="yyyy-MM-dd HH:mm"/> tag (for 24 hour format) or <submit_time format="yyyy-MM-dd hh:mm aa"/> tag(for 1-12 hours format, "aa" token is used to specify 12-hours period, either PM or AM) into an answer option field and save your question.
    • Create the CSV Data File in accordance with the survey and upload responses. Thus, the Submit date at the top of the View by Respondent page will be changed to the date indicated in the CSV.

      • You can set the date format in the way you want (e.g dd-MM-yyyy, yyyy-MM-dd, yyyy/MM/dd).
      • Please pay attention that MM is for months and mm is for minutes.
      • Make sure that the date format in the CSV file is the same as in the HTML tag you put.

Example

For the survey below your CSV Data file should look as follows(Please note that header is added to the screenshot below just for a question types elaboration and be sure to create a file without header before upload it to your form/survey):

You can download a file with correct structure and delimiter here or copy the line below and create .CSV file by yourself:

1,2,1,0,1,Yes,1,0,1,John,Johnson,john@mail.com,Multiline text response,2,6,1,2,0,1|1|2|text1,2|1|1|text2,2,3,5,2,3


 Click here to see the survey structure:
 The following response will be created:


Advanced Launch Options

 Click here for more details:

 

The form/survey Advanced Launch Options provide additional pre-fill, data flow and management options to the form/survey distribution process.

The current page contains the following topics:

Autofill

 Click here for more details:


The Autofill feature allows to pre-populate some of the form/survey questions on behalf of respondents. You can also pre-populate hidden questions, and later use the autofilled data to set up a filter in reports or to track respondents.

To set up Autofill, follow the steps below:

  1. Create a .CSV (comma separated values) Data file in UTF-8 encoding containing information you want to import.

     Click here to review the file requirements:
    • This file should not contain the field headings (such as Email, Name, etc.).
    • This file must contain the Email field. You can use only latin alphabet and numbers (a-z, A-Z, 0-9) for correct email address syntax. Do not use spaces or any other symbols (like &$ ; ,etc.). Your form/survey will be sent to the email addresses indicated in this field.
    • If you send the same form/survey later using the option Email form to addresses I enter manually to email addresses indicated in the data source file, the autofilled information associated with them will be removed.
    • Only commas can serve as delimiters/list separators (If your file contains other separators, you may need to change Regional Settings on your computer).
    • If you autofill questions of Multiline or Single Line types, or text fields of other question types, no more than 1024 characters can be imported. The characters that exceed this limit will be cut off.
  2. Select a form/survey to import the Data to.

  3. Bring the form/survey questions in correspondence with the fields of the Data File you are going to import.

    • It is recommended to place the questions you autofill at the beginning of your form/survey.
    • To autofill open ended questions, use a separate answer line for each field to be imported. For example, you can have only one Single Line question asking about 'demographic' information (name, email address, age etc.). The question will have three answer options, which correspond to three separate columns in the data file.

    • When autofilling the Single Line, Multiline, 'Other' fields, place the quotation marks around the comment, if the text includes any delimiters (such as , ; |, etc.)

    • To autofill questions with predefined answer choices where 1 selection is allowed, specify the exact label of the answer option which should be selected. For instance, if you are going to import information about respondent's gender and your answer choices are 'Male' and 'Female', the 'Gender' field of your data file should contain only one of these labels.

     Click here to see how each question type is autofilled:
    Type of QuestionHow to Autofill

    Number of Columns in the File

    Section Header Does not have answer fields, so is not supported-
    Pick One or OtherSpecify the exact text of the selected option1 field for the answer, 1 for 'Other' text
    Pick One or Comment

    Specify the exact text of the selected option;
    Comment field cannot be autofilled

    1
    Check All that ApplySpecify the responses as 0 or 1 (0 - unselected answer, 1 - selected answer).
    As many as answer options in the question;
    a separate field for 'Other' text

    Dropdown Box

    Specify the exact text of the selected option1
    List BoxSpecify the responses as 0 or 1 (0 - unselected answer, 1 - selected answer).As many as answer options in the question;
    a separate field for 'Other' text
    Single Line text with Pre-format OptionsSpecify the answer to each question field in a separate columnAs many as answer options in the question
    Multiline Text ResponseSpecify the text that should be autofilled.1
    Rate Different Items along the Scale of Your ChoiceSpecify the number of the selected column for each answer optionAs many as answer options in the question
    Compare One Against AnotherSpecify the rating of each answer (how many times it was selected)As many as answer options in the question
    3D Matrixnot supported, but can be autofilled separately using
    Autofiller for 3D Matrix Questions plugin
    -
    Numeric AllocationSpecify the numeric value for each answer

    As many as answer options in the question plus the Total field.
    The total can be left empty as it is calculated automatically.

    Object LookupSpecify the Unique Key of the selected data object1
    Multiple Object LookupSpecify the Unique Keys of the selected data objects1 (multiple objects should be separated with the | symbol)
    File Upload
     To pre-fill the File upload question type, use the following methods:
    1. Upload a .CSV file with the list of the links to files.
      Two types of links are supported -
      http/https or ftp links. For instance, ftp://user:password@path/image.jpg
      The Link to the files must contain the file extension.
      This is the correct format of the link:
      http://domainname/image.jpg 
    2. Upload a .ZIP archive.
      This archive should include the files that have to be uploaded
      and a .CSV file with the list of files' names.

      All files that have to be uploaded must be placed directly in the archive root.
      This means, that these files cannot be placed in the subfolder of the archive.

      Please note that only the following types of files are supported:

      • .PNG, .BMP, .JPG, .GIF - it is possible to upload, view and download files of these types;
      • .TIFF images - only upload and download options are available;
      • .PDF, .DOC, .PPT, .XLS, .AVI, .MP3 - only upload and download options are available.

      In case it is impossible to download the file (for instance, a link to the file is broken,
      or the file download/upload is too slow), the system will skip this file.

     As many as answer options in the question
  4. Go to the Forms/Surveys > Launch page.
  5. Click on the Send email invitation with individual Survey links option.
  6. Choose Import email list for bulk form distribution option under the second step and click the Format Data File button.
  7. Specify the questions to which the data should be imported. To do it, select the questions in the Accessible Form Questions column and add them to Autofill These Questions column. Your import file has to match this structure.
  8. Indicate the number of the column, which stores Respondents' Emails. If you need to send more than one unique link to the same email address, use  Allow duplicate email addresses feature, and specify the number of the file column which stores unique codes (passwords).
  9. Select the Overwrite option if you wish to allow respondents to edit the pre-populated data. If this option is not selected, your respondents will be able to see the autofilled data (if the questions are visible) but won't be able to edit it.

    If the question is hidden, the Overwrite option will automatically unhide the corresponding question on the Questions page. If you would like to hide the question, you should first apply the settings on Format Data File page and after that activate the Hide option on the Edit Form/Survey page.
  10. Make sure your file has the same number of fields as listed below on the Format Data File page. For instance, if you need to autofill a Single Line question with three answer options, and a Pick One or Other question, your file should have four columns:

  11. Click the Save button to save the Autofill settings.
  12. Click Back to return to the Email Form/Survey page.

  13. Import your Data File and click Send Email.

 Lets take a look at the example:

Here is the information stored in your Data Source, which you want to import to your form/survey:

 Previous Ratings 
NameEmailPhone NumberDepartmentAttended Trainings onManagerCompany policyProduct overviewWork processesBest PracticesFile
John SmithJSmith@domain.com674-67-61MarketingWednesday, FridayCarly MarksVery GoodExcellentVery GoodVery GoodPractical_Task1.docx
Barbara BrownBBrown@domain.com786-44-09SalesMonday, TuesdayAlexa ObrienExcellentVery GoodFairExcellentPractical_Task2.docx
Peter YoungPYoung@domain.com534-94-23SalesWednesday, Thursday, FridayBrynn BoydFairFairVery GoodFairPractical_Task3.docx
Mary JordanMJordan@domain.com634-32-21AccountingMondayTara E. CherryExcellentExcellentVery GoodN/APractical_Task4.docx
Helen WilliamsHWilliams@domain.com674-67-54ConsultingTuesday, FridayJohn BurnsFairVery GoodFairExcellentPractical_Task5.docx

Your form/survey questions, which will be pre-populated may be set up like this:

Your .CSV Data file should be configured the following way:
(Note that the order of Data file fields corresponds to the order of questions):

Your Format Data File page settings will look like this:

 

If you use the Autofill feature together with Logic transitions, please note that Autofilled data will not be displayed in reports if respondent skips autofilled questions while filling out a form. To avoid this, place the autofilled questions at the beginning of your form, and make sure that logical transitions do not affect them.

Data Flow

 Click here for more details:

The Data Flow functionality provides the option of synchronizing data between the form/survey and Contact Manager if they were distributed using the Email distribution to the addresses from the Contact ManagerPassword protection for the contacts from the Contact Manager or Publish to the User Portal and Mobile App.

 

On the Data Flow page you can setup mapping between survey questions and fields of the Contact Manager.

Left pane lists all survey questions and indicates question types. In the right pane you will see the list of Contact manager fields, and their format. Fields that are marked with the Lock icon can be used for the From synchronization to pre-populate survey questions only, for example: ID field that is used as the unique identifier the To direction of  synchronization for such fields is not allowed.

 

To setup mapping follow these steps:

  1. Select survey item for the mapping. You can select separate answer choices for the questions that allow multiple answers selection, for example: Check All that Apply.
  2. Map selected survey item with the field of the Contact Manager from the right pane.
  3. Choose the data flow direction:
    To - after survey is completed, data overwrites Contact Manager data.
    From - when respondents open the survey, questions will be pre-populated with the data from the Contact Manager.
    To and From - in this case data flows in both directions.
    Both From and To and From types of synchronization can be used to create new contacts in the Contact Manager for new respondents.
  4. Click the Apply Mapping button to apply mapping for the selected items.
  5. Follow steps 1-4 again to apply mapping to other items.

 

The Overwrite with empty values option is used if respondents leave a question unanswered and you want delete data from the appropriate field in the Contact Manager. This is applicable for the To and To and From synchronization types. If this option is not activated and respondents leave unanswered questions, Contact Manager records will remain the same.


Mapping Rules

 The following table lists survey items and compatible Contact Manager fields:
Question TypeData Flow DirectionContact Manager Fields Format
 Pick One or 'Other', Pick One with 'Comment'
 Dropdown Box
<<
<< >>
>>
 General - text of both survey item and Contact Manager field must match.
 Number>0, Decimal number - sequence number of the survey item is used. Decimal values are truncated to Integer.
 Check All that apply
 Listbox
<<
<< >>
>>
 General - "Yes" is used as a selected value, "No" as not selected.

"1" is used as a selected value, "0" as not selected for the following fields:
 Decimal Number
 Currency, $
 Percent, %
 Single Line Text with Pre-format Options (not formatted), Muliline<<Any Contact Manager field
 Single Line Text with Pre-format Options (any format type), Muliline>> General
 Single Line Text with Pre-format Options (formatted)<<
<< >>
>>
Format of the survey item and Contact Manager field must match.
 General
 Number>0, Decimal number
 Currency, $
 Percent, %
 Email
 Date
 Rate different items along the scale of your choice<<
<< >>
>>
 General - text of both survey item and Contact Manager field must match.
 Number>0, Decimal number - sequence number of the question column is used. Decimal values are truncated to Integer.
 3D Matrix<<
<< >>
>>
Mapping can be set with all Contact Manager fields depending on the question items format. Please see above all possible cases for Pick One, Check All, Dropdown and Text elements.
 Numeric Allocation<<
<< >>
>>
Any numeric field in Contact Manager:
 Number>0, Decimal number
 Currency, $
 Percent, %
 Email
 Date

 

 

Some survey and contact manager fields have mapping peculiarities:

  • Answer choices for the multichoice question types such as Check All that Apply and Listbox that are left not answered may overwrite data in the Contact Manager with the zero or empty values if the To or the To and From mapping type is set.
  • You can map Rate different items along the scale of your choice question type with the Percent, % data field in the Contact Manager. The data will be converted in the following way: scale will be treated as 100%, which will be divided among all items in equal parts. For example: each item in the five-items scale will possess 20%; first selected item corresponds to 20%, second item to 40%, third item to 60%, fourth item to 80% and the fifth one to 100%.


IP Filtering

 Click here for more details:

Additional information

This feature allows you to control survey pop-up processes when using Pop-Up Survey feature.

 

To apply this feature you need to do the following:

  1. Go to the Launch page and select the Embed the Survey into your website, blog, or application distribution method.
  2. Select Pop-Up survey code option;
  3. Enable pop-up to a particular IP address only. To do it set the value of var enableip equal to the desired IP address (e.g. var enableip='127.15.15.1' - the survey will pop up only for visitors from IP address 127.15.15.1);
  4. Enable pop-up to a group of IP addresses only. When you set the value of var enableip, put 0 (zero) instead one or more bytes of IP address to make it a group (e.g. var enableip='127.15.15.0' - the survey will pop-up only for visitors from IP addresses 127.15.15.1; 127.15.15.2 ... 127.15.15.255; var enableip='127.15.0.0' - the survey will pop up only for visitors from IP addresses beginning with 127.15. etc.);
  5. Disable pop-up to a particular IP address. To do it set the value of var disableip equal to the desired IP address (e.g. var disableip='127.15.15.1' - the survey will not pop up for visitors from IP address 127.15.15.1).
  6. Disable pop-up to a group of IP addresses. When you set the value of var disableip, put 0 (zero) instead one or more bytes of IP address to make it a group.

 

 

  • IP address consists of 4 (four) bytes (IP address format is X.X.X.X) each byte can possess the value from 0 to 255.
  • If you set the byte value as 0 it means that you choose not a single IP address but a group of them.
  • If an IP address is indicated as a value of both variables var enableip and var disableip it will be treated as DISABLED.
  • If you do not want to control the survey process by enabling/disabling certain IP addresses set the default values of variables: var enableip="" and var disableip="".

Manage Selected Contacts

 Click here for more details:

This option is used to manage respondents if a form/survey was distributed via Email to contacts from the Contact Managerpublishing to User Portal and Mobile App or protecting form/survey with passwords features.

Once a form/survey has been distributed, you will be able to view and manage the list of respondents. To do this, click the Manage responses link that appears automatically after a form/survey launch in the Form/Survey information pane:

It has two modes available:

  • Profile Information - this mode shows contacts data from respective Contact manager:
  • Response Status - in this mode you can view a participant status, dates when a participant was invited and define custom form/survey availability dates per each contact. This is commonly used if you want to expand or shorten participation dates if the respondent has no ability to fill out your form/survey in time:

Hover over the columns with the arrow sign to be able to sort contacts based on that column.

Also, you may click the Columns option and disable/enable some columns, which appear on this page:

If at least one contact is selected, then the following options become available at the bottom of the page:

  • Re-send Invitations Use this option to resend the original Form/Survey Invitation to the selected contacts.
  • Lock contacts Once a contact is locked, then a form/survey that was published on the portal will not appear on it in a list of forms available for this contact. If the contact had a unique form/survey link, then the following message will be displayed upon the link opening: "The access to this form has been locked by the form administrator."
  • Unlock contacts This option allows unlocking the access to the particular form for a selected user.

Export Contacts to Excel/CSV option allows to export a list of contacts along with the information about their Participant status, Individual start and end dates, etc.

 

URL Import

 Click here for more details:

You can pre-populate the form/survey with the data captured in a form/survey URL.

The URL Import feature can help you track from which URL the respondent has entered the form/survey. You may also use the imported data later in the reports if necessary. You may import one or multiple parameters to the same or different questions.

To apply this feature, follow these steps:

  1. Create/modify a question of the Single Line Text with Pre-Format OptionCheck All That Apply or List Box type;
  2. Click on the Wrench icon to the right of the answer option field;

  3. Select Import from URL check box and enter the parameter name into the URL import field;

     Click here for more details:

     

  4. Alternatively, you can switch to the Standard mode and insert the following tag straight into the answer option field - <import param="XXX"/>, where XXX is the unique parameter name. Paste it next to the answer option label.

    You must not use the following values as parameter names: onunload, validateTime, ARGS, LQID, i_n_f, Dir, surveyID, CharsetLine, goNextPage.y, goNextPage.x, RID, SID, RespondentID, pwd, pwd2, ALL_QIDS, EMAIL, WebPoll, SFObj, SFObjID, integrationSurveyID, ALL_COLUMNS, ALL_QUESTIONS, dispLinkId, globalFormID, logicPluginMenu, rspEmailAddress, startTime, VMOD

  5. Save your question.
  6. Afterwards, you can take Master URL from the Launch page, which looks like this: http://app.form.com/f/1130951/e6ad/?LQID=1&, and add this string in the end: XXX=NNN. XXX is the parameter name that you have specified in the tag inserted into the survey field, and NNN is the parameter value which will be imported as an answer to the question with the tag. This string must be URL encoded.
    Your modified Master URL may look like this:
    http://app.form.com/f/1130951/e6ad/?LQID=1&name=John
    You can also modify the link automatically by means of your software. Then you can distribute the Master URL using your own email client.
  • You can use the tag <import param="XXX"/> several times in your form/survey, however, the parameter names must be unique. The parameters within your survey link must be separated with "&", for example:

  • To import data from URL into the other or comment fields of the Pick one question type, insert tag <import param="XXX"/> into the answer text of these fields.

  • To import data from URL into the Pick one or Other, Pick one with Comment, Dropdown, Check all that apply question types you need to insert the tag <import param="XXX"/> in the question text box directly. You must turn off WYSIWYG mode beforehand and paste the tag in a simple edit mode or use the source code option by clicking the button on the WYSIWYG panel. When editing the form/survey Master URL you should use the following format: http://app.form.com/f/1130952/1102/?LQID=1&XXX=1, where 1 is the sequence number of the answer option that will be selected. You may also use the exact answer label of the needed answer option, f.e., http://app.form.com/f/1130952/1102/?LQID=1&XXX=No.

     

URL Suffix

 Click here for more details:

This advanced feature allows you to add a suffix to your survey links, altering Master URL into unique links.

 

This feature can be used if you distribute the survey via your mail system and need to use unique links with your own unique identifiers.

There should be software on your local server that will convert your unique identifier into a URL encoded line and add it to the survey link.

If there is no special software for converting your unique identifier into a URL encoded line, you can generate unique links using Excel.

 Click here for more details:
  1. Copy your modified Master URL (including suffix denotatum) on the Launch page;
  2. Launch Excel and paste the Master URL under the 1-st column;
  3. Fill as many rows with the same Master URL within a 1-st column as needed;

    Tip

    Select the cell you want to copy and drag the fill handle across the cells you want to fill, and then release the mouse button.

  4. Under the 2-nd column insert the unique identifiers. The number of rows under both columns should be the same;
  5. Point the cell under the 3-rd column and enter the formula: =CONCATENATE(A1,B1). Click Enter;
  6. Select this cell and drag the fill handle across the needed number of cells within a column, then release the mouse button.

 

 

  • The URL suffix must include a suffix denotatum and a unique identifier.
    Your modified link will look like this:
    http://www.keysurvey.com/survey/103008/162f/?Pwd2=1cb7&insurance_note=1092, where insurance_note is a suffix denotatum and 1092 is a unique identifier.
  • The suffix denotatum is specified by your account representative on User Account Administration page.
    Once the suffix denotatum is specified, you should relogin to your account for the changes take place.
  • The suffix denotatum will be added to all your survey links within an account.
  • Then the unique identifiers should be added to the links with the help of software on your local server.
  • The survey takers are identified by the suffixes within your network.
  • URL suffix works instead of cookies.
  • Suffixes are shown in survey reports by respondent.
  • This feature works only with Master URL (you can find this on the Launch page).
  • The respondents cannot take the survey via Master URL if they do not have a valid suffix.
  • When you take a survey via Master URL removing the suffix from it you will see the alert: Page not found.
  • You can use only latin alphabet and numbers (a-z, A-Z, 0-9).
  • Do not use spaces or any other symbols (like @, &, $ etc..) in your suffixes.
  • Do not use the following words as suffixes: onunload, validateTime, ARGS, LQID, i_n_f, Dir, surveyID, CharsetLine, goNextPage.y, goNextPage.x, RID, SID, RespondentID, pwd, pwd2, ALL_QIDS, EMAIL, WebPoll, SFObj, SFObjID, integrationSurveyID, ALL_COLUMNS, ALL_QUESTIONS, dispLinkId, globalFormID, logicPluginMenu, rspEmailAddress, startTime, VMODE.

 

 

Submitting and Voting Tips

 Click here for more details:

 

The current page contains the following topics:

Allow Duplicate Responses

 Click here for more details:

This feature allows respondents to take the same survey (distributed via our email system) several times.

 

Such survey results can be distinguished by using a unique code and other attributes from the file for autofilling.

To use the Allow Duplicate Responses feature go to the Send email invitation with individual Survey links page and click the Format Data File button, then:

  1. Bring the survey questions in correspondence with fields of Data File you are going to import. <more>
  2. Select the Allow duplicate email addresses check box.
  3. Enter fields numbers containing email addresses and unique codes in the corresponding boxes.
  4. Click Save to save the format settings.
  5. Click Back to return to the Email Survey page.
  6. Import your Data File. <more>
  7. Compose the invitation using the [Fx] tag. <more>
  8. Send your email invitation.

 

  • You can not use the Allow duplicate email addresses option on Format Data File page and the Allow multiple responses - only applies to Master URL rule on the Settings page simultaneously.
  • Unique codes can only be used once within the same form/survey and can not be reused. Even if you have deleted some responses and would like to reuse their passwords, they are still stored in the system and will appear in the Status Report on the Deleted tab. Therefore, with each launch, you need to use different unique codes, which have not been used before for this form/survey.
  • When a form/survey is launched using the Allow duplicate email addresses option in Format Data File settings, the use of the Remove from list link (may be inserted by means of the [REMOVE] tag) by the respondent will opt-out the unique code rather than the email address itself. This makes it possible to send another invitation from the same form/survey to the same email address using a different unique code.
 Let us take a look at a short example:

The information stored in your Data Source, which you want to import to your survey:

NameDepartmentEmail AddressUnique Code
Dan HiltonConsultinghilton@dan.com100
Dan HiltonConsultinghilton@dan.com101
Dan HiltonConsultinghilton@dan.com102
Dan HiltonConsultinghilton@dan.com103
John ClintonSalesclinton@john.com104
Pat DillPromotiondill@pat.com105
Pat DillPromotiondill@pat.com106

Your .csv Data file should look as follows (Instead of commas it may have semicolons or tabulation as delimiters):

Dan Hilton,Consulting,hilton@dan.com,100
Dan Hilton,Consulting,hilton@dan.com,101
Dan Hilton,Consulting,hilton@dan.com,102
Dan Hilton,Consulting,hilton@dan.com,103
John Clinton,Sales,clinton@john.com,104
Pat Dill,Promotion,dill@pat.com,105
Pat Dill,Promotion,dill@pat.com,106

 

 

 

Manual Response Entry

 Click here for more details:

Our application allows you to enter data in your surveys manually on behalf of your target respondents.

 

This is rather helpful if you have paper surveys or survey results in Excel, or SPSS formats. You can create online surveys, enter data manually and make use of the effective processing of your survey results.

 

Create new survey or edit the existing one. Set the Allow multiple responses rule on the Settings page, and then:

  1. Go to the Launch page.
  2. Copy the Master Survey URL and paste it in the address bar.
  3. Fill in your survey entering your data.
  4. Click Submit and close the window.

 

  • To continue entering your data open a new window and paste the Master Survey URL in the address bar again.
  • Then you can process your survey results on the Reports page. For details consult the View Report help chapter.

Response Quota

 Click here for more details:

You can set a limit to the number of respondents or block the respondents who select a certain answer.

Suppose you need to record results of a certain number of respondents belonging to three age categories: 18 to 25, 30 to 40, 45 to 50. In this case, you should set limit of respondents for each category. Completed and submitted surveys of the respondents will be added to the report if they are within the limit. You will find their addresses in the Completed list. The responses of other respondents will be regarded as not completed or as completed partially. If master link is used and Allow multiple responses is set no results will be saved at all.

Limiting the Amount of Collected Responses

To apply this feature you need to create/edit the associated question type, then:

  1. Click on the Wrench on the right of the answer option field to open the feature settings page to the associated answer field and activate the Response Quota feature.


  2. Check the Quota checkbox and enter a number of respondents selecting this answer whose completed and submitted surveys will be added to the report.
  3. Save your question.

Blocking Respondents

To apply this feature you need to create/edit the associated question type, then:

  1. Click on the Wrench on the right of the answer option field to open the feature settings page to the associated answer field and activate the Block feature.

  2. Check the Block checkbox.
  3. Save your question.

 

Redirecting respondents

 To redirect respondents to another form/survey or external web-page in case if quota is exceeded use "Quota with redirect" plugin. This plugin allows setting complex quota to your form or survey based on the respondents' answers. More information about plugin and it's parameters you can find on page Quota with redirect.


 

  • You can also insert <QUOTAxxx/> and <BLOCK/> tags in simple editing mode when the WYSIWYG editor is turned off to enable both features respectively.
  • That responses of blocked respondents will be regarded as not completed or as completed partially.
  • If both tags (<QUOTAxxx/> and <BLOCK/>) were put into two separate responses for the same question, the survey will become inactive once the number of respondents who select the answer with the tag <QUOTAxxx/> reaches xxx. If the question includes extra answer options without tags applied, the survey will allow respondents to complete the survey and will count them as incomplete.

Review Response

 Click here for more details:

You can show the respondents their results before they submit the survey, allowing your form/survey respondents to print their results.

 

There are two simple ways to apply the Review Results feature to your form/survey:

  1. If you create your survey questions, Thank You page, header, footer or Welcome Back message in a simple editing mode, follow these steps:
    • Insert tag <REVIEW></REVIEW> while designing one of the following elements: survey name, survey title, survey question, Header, Footer, Welcome Back or Thank You messages.
    • Input text that will appear as a hyperlink, something like click here or insert image in the middle of the tag. <REVIEW>click here</REVIEW> or <REVIEW><img src=""></REVIEW>.
    • Save changes.
  2. If you use the WYSIWYG editor to perform advanced text formatting you can easily highlight the text you want to appear as hyperlink and click Review Link from the editor.

 

 If you do not want to allow your respondents to change the answers they have entered, follow these steps:
  • Set the rule Do not allow respondent back into survey on the Settings page.
  • Select the Do not show back button option.
  • Create new question of the Section Header type that contains the <REVIEW> link and put this question on the last page of the survey.
  • It is recommended to use this option in the survey footer.
  • If the respondents have already completed the survey and come back to it, they can look through the results on all the pages of the survey despite the position of the the review link.
  • Keep in mind: if reviewing the survey, respondents cannot make any changes. After checking the results they can click Close to return to the survey and make any changes they need.
  • Respondents can print their results by using browser Print option when viewing their results.

Save and Finish Later

 Click here for more details:

You can allow respondents to save their surveys at any time and come back to them later.

 

When respondents should take long forms or answer questions that take time to fill out they can save their intermediate results and come back later to finish their surveys completely.

To activate the Save button, click on Settings on the Edit form/survey page and select Show save button.


Click Save at the bottom of the screen to save changes and go back to the Questions page.

 

  • You can use any text for your button instead of Save. To change the text go to:
    • Layout page (for surveys) or Styles (for forms).
    • Edit current theme (for surveys).
    • Buttons page and change the label for the button.
  • By hitting this button respondents save their intermediate results ignoring mandatory questions.
  • If your survey/form has more than one page, this button will appear on each page.
  • On the last page, this button saves a response in In progress status.

Manage Responses

 Click here for more details:

 

On the Manage Responses page you can view which of your survey takers completed the survey (and when) and who did not complete it, if you distributed your survey via email, and your survey was not anonymous.

To access Manage Responses page click either the Manage Responses link or the number of Not Started responses for the selected form/survey from the Form/Survey Information pane.

Summary This step allows you to view the survey completion statistics. There are two columns containing the information on the surveys that have been distributed via our mail system and those that have been distributed via external means.

  •  Click here for more details:
    • Email/Password - not started, in progress, completed.
    • Master URL - in progress, completed.

Click the View Details button to view the email statistics of your Form/Survey distribution.

Manage Bounces feature allows you to track sent emails and check email undeliverability reason if any. Click here to see more about Manage bounces.

Manage Respondents Under this step you can select respondents category (Email and Password, Email Only, Password Only) then select respondents you need (Completed, Completed and In Progress, Not Started, All).

Responses with the status In Progress that have not been distributed via our mail system, can be saved if Do not allow respondent back into survey or Respondent may return and modify their response rules have been set on the survey Settings page. While taking the survey via Master URL the cookies are used to identify the respondents.

You can also sort the list of respondents by different criteria and search particular respondents you need to view the information for.

Email address/Password This column shows the list of email addresses or passwords of your survey respondents.

Sent on Consult this column to see the date when the survey has been delivered to respondents.

Reminded on Consult this column to see the date when the reminder was sent to the corresponding address.

Completed on This column shows the date when respondent submitted the survey. Click on the date to view the report on this respondent. If survey has still not been started by respondent, it will be marked as Not Started.

Delete Select email address you want to delete from the list and click the Delete Selected button.

Use the Select All button to select all the addresses of the respondents shown in the list.

Use the Unselect All button to unselect all the addresses.

Click Delete All Incompletes to delete all the addresses of the respondents who did not complete the survey. Please note, that only Not Started responses considered as incompletes.

Click the Download Status Report button to export your survey launch statistics to Excel.

Click Back to return to the Surveys home page.

 

 

  • When you delete email addresses from the incompletes list, your respondents can still take your survey using the link you have initially emailed to them.
  • If you delete an email address from the incompletes list, you will be able to resend the survey to this address. In this case, the same unique link will be generated as during the first distribution. The information on the respondent is not removed from the database, only the email address is deleted from the list. The date of the first survey distribution will be displayed on this page.


The current page contains the following topics:

Bounced Email Management

 Click here for more details:

You can view and manage bounced messages after your email distribution is complete. A bounce message is an automated electronic mail message from a mail system informing the sender of another message about a delivery problem. The original message is said to have bounced.

To handle bounced email messages, click the Manage Bounces button on Surveys > Manage Responses page, and then:

  1. Choose one of the surveys you have distributed before from the Select Survey drop-down box. After that click the Go button next to the drop-down box.
  2. Select the check boxes next to the bounce categories you want to operate with. 

     Our mailing system recognizes the following types of bounced messages:
    • Unknown email domain - The messages were not delivered because the domain name is unknown. Check your spelling.
    • Non existent address - You've tried to send an email to an unknown user on the domain. Check your spelling. It's possible the account has been deleted.
    • Mailbox Full - The user's mailbox is over its storage limit.
    • Vacation / Auto Reply - The automatic email replies to your messages set with the help of auto reply rules.
    • Blocked - The recipient's mail server blocked the message sent from your IP address or from your mail server's IP address.
    • Other - All other reasons why the email messages were not delivered to the user.
    • Connection problems - If connection was lost on any step between sending server and receiving one for longer than maximum waiting period, a message would appear as bounce back in this category.
    • Spam - Recipient server marked the message as Spam and refused to receive it. To make sure your messages would not be treated as Spam, please review a PDF document on How to increase Emails Deliverability.

     

    • Select the check box next to the Select Bounce Category to manage all categories at once.
    • The number displayed next to each category is linked. Clicking it will open the list of email addresses filtered by the given bounce category.
  3. Click the Show List button to display the list of bounced email addresses for the selected survey. The list will include the email addresses from all categories selected on this page. For details, see the List of Bounced Email Messages.

  4. Click the Export to CSV button to export the selected bounced email addresses into a CSV file.
  5. Click the Export to Excel button to export the selected bounced email addresses into an Excel file.
  6. Back takes you back to the previous page.
 

List of Bounced Email Messages

 Click here for more details:

The following feature provides the possibility of removing bounced email addresses.

 

Some popular mail servers may block all the email from you if you repeatedly send mail to a bad address on their domain, that's why it is recommended you remove all addresses that got bounced from the mailing list.

 

To show the list of bounced email messages, select one or more categories and click the Show List button on the Surveys > Manage Responses > Manage Bounces page, and then:

  1. Choose the number of email addresses to be shown on page from the Show addresses on page drop-down box. After that click the Go button next to the drop-down box.
  2. Select the category you want to operate with by using the Category drop-down box and click Go next to it. 

     The available categories are the following:
    • All - The bounced messages from all categories will be listed on page.
    • Unknown email domain - The messages were not delivered because the domain name is unknown. Check your spelling.
    • Non existent address - You've tried to send an email to an unknown user on the domain. Check your spelling. It's possible the account has been deleted.
    • Mailbox Full - The user's mailbox is over its storage limit.
    • Vacation / Auto Reply - The automatic email replies to your messages are set with the help of auto reply rules.
    • Blocked - The recipient's mail server blocked the message sent from your IP address or from your mail server's IP address.
    • Other - All other reasons why the email messages were not delivered to the user.
    • Connection problems - If connection was lost on any step between sending server and receiving one for longer than maximum waiting period, a message would appear as bounce back in this category.
    • Spam - Recipient server marked the message as Spam and refused to receive it. To make sure your messages would not be treated as Spam, please review a PDF document on How to increase Emails Deliverability.
  3. Select the number of email addresses you would like to handle by selecting the corresponding check boxes next to them.

    Select the check box next to the Email Address upper left to handle all email addresses on this page.

 

Click the Delete button to remove selected email addresses from your account.

Click the Export to CSV button to export the selected bounced email addresses into a CSV file.

Click the Export to Excel button to export the selected bounced email addresses into an Excel file.

The Back button takes you back to the previous page.

 

Convert Survey to PDF

 Click here for more details:

 Since v8.5 of the application process of form/survey conversion became easier. EvoPDF form/survey export makes the appearance of exported form/survey much better.

To convert your survey to PDF format follow these steps:

  1. On the Surveys home page select a survey from the Surveys List pane.
  2. From the Survey Information pane click the Print button
    OR
    Go to the Edit survey page and click the Print button.
  3. System will automatically save form/survey in PDF format on your computer.

For the most of users' accounts EvoPDF export option is activated by default. In opposite case, previous version on PDF export is available to the user. To convert your form/survey:

  1. On the Surveys home page select a survey from the Surveys List pane.
  2. From the Survey Information pane click the Print button
    OR
    Go to the Edit survey page and click Print button.
  3. Click the Convert button next to the desired format:
    • Convert to black and white PDF format The print version of your survey will have black and white layout.
    • Convert to color PDF format Allows you to keep the colors of your survey in PDF format.
  4. Use the pop-up dialog box to open converted survey or save it locally on your computer.

 

Please note, that the following questions will be converted to PDF in the format specified below only if EvoPDF right is not activated for user account:

  • Dropdown Box questions are converted to PDF as a Pick One question type.
  • List Box questions - as a Check All That Apply question type.
  • Numeric Allocation questions - as a Single Line Text with Pre-Format Option question type.
  • Rate Different Items Along the Scale of Your Choice questions have a legend if the headings are too long.
  • When converting your survey to PDF format all html tags used in the survey are ignored.
  • For successful converting to PDF it is recommended your survey contains 20 Kb of text for one field. Totally general format fields may contain up to 80 Kb per survey.
  • Click here to download Acrobat Reader - free software that lets you view and print Adobe Portable Document Format (PDF) files.

Increasing Email Deliverability 

 Click here for more details:

 

Follow the simple steps listed below to increase email deliverability to your target respondents:
  1. Use a real Email address as your From: Email address instead of a fictitious address. Consider asking your target respondents to add your Email address to their Safe-Senders list if possible to avoid having your address being caught as unknown or untrusted sender.
  2. Subject line of your email message should not be empty. It should contain short description without any unnecessary symbols.
  3. Send your emails in Plain Text mode if possible because most spam filters analyse if emails contain HTML code.
  4. Avoid using embedded images within the email body and attaching files (documents, images, executable files, etc.) to the email itself. These can be treated as spam indicators.
  5. Make your email looks competent so it does not contain capital-letter words, superfluous punctuation, etc.

 

 

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