SurveyMonkey User Manual Customer Guide for Account Navigation, Survey Creation, Distribution & Analysis Copyright ©1999-2011 SurveyMonkey. All Rights Reserved. No portion of this guide may be copied without the express written consent of SurveyMonkey.
SurveyMonkey User Manual Table of Contents & Summary I. Getting Started …..………………………………………………………………. pg. 3 1. Creating accounts and upgrading 2. Pricing and payment options 3. Features of Basic and Professional accounts pg. 3 pg. 4 pg. 5 II. Survey Design …………………………………………………………………... pg. 7 A. A new survey 4. Where to begin 5. How to add questions and pages 6. Types of questions available and Features a) Types of questions b) Features i. Adding a comment field ii. Required to answer iii.
SurveyMonkey User Manual 1. Send through own email client pg. 35 - Adding manual entries pg. 35 2. Post on your website pg. 35 3. Embed survey or create popup invitation pg. 36 4. Post the survey on Facebook pg. 36 5. Send through SurveyMonkey Email pg. 37 i. Upload emails to a list ii. Compose a message iii. Send a reminder email iv. Add new invitees to list and send message v. Send a 2nd message to the same survey/Use custom criteria vi. Track the emails by status – responses, no response, opt outs vii.
SurveyMonkey User Manual I. GETTING STARTED Welcome to SurveyMonkey! This user‟s manual guides you through all areas of SurveyMonkey. It takes you from start to finish covering topics such as creating and upgrading accounts, designing surveys, collecting responses, analyzing data, and managing accounts. The manual directly links you to our FAQs and Tutorials. Simply click on the hyperlinks (indicated in blue underlines) to go directly to our Help Center topics for additional information. 1.
SurveyMonkey User Manual 2. Pricing and Payment Options SurveyMonkey offers several professional plans. All plans are billed annually except for the SELECT monthly plan. To see our full plans, pricing and feature comparisons, please visit the following page on our site: Subscriptions, Features, and Prices. NOTE: We do not offer pro-rated refunds on subscriptions. If you anticipate needing the subscription for a short amount of time, purchase a SELECT monthly subscription.
SurveyMonkey User Manual SSL Encryption: If you are concerned about security, we offer SSL encryption for the survey links, survey pages and exports. A survey with SSL encryption shows the 's' in the 'http' URL address. It appears as: https://www.surveymonkey.com. This is commonly used for online banking or sites that transmit secured information. In order to stay in compliance with HIPAA regulations, we recommend that SSL encryption be purchased for your account.
SurveyMonkey User Manual b. Professional Plans: SurveyMonkey offers the following paid plans: SELECT Monthly or Annual plan features GOLD plan features PLATINUM plan features GOLD and PLATINUM plans provide additional Advanced Logic features such as: Random Assignment Question Piping Question Randomization With the PLATINUM plan, you can take advantage of our white label feature. With this feature, you can remove SurveyMonkey branding and use a “research.net” URL to distribute the survey.
SurveyMonkey User Manual II. SURVEY DESIGN A. New Survey 4. Where to Begin? When you are ready to create a survey, click on the [Create Survey] tab located on the page header of your account.
SurveyMonkey User Manual a. After creating the title, the Edit Survey page immediately opens. b. Click on the [Add Question Here] button to insert your first question. c. If you want to add pages, simply click the [Add Page Here] button where you want to insert a new one. 5. How to Add Questions and Pages Once you begin designing a survey and every time you add or create a new question, a window opens within the survey designer. Choose the question type from the dropdown menu. 1.
SurveyMonkey User Manual 6. Available Question Types and Features a. Question Types To add a question to your survey, a dropdown menu is presented after clicking the [Add Question] button. Choose which type you want to create. To view examples of questions, visit our homepage and click the types of questions link. If you need additional information on survey design, please refer to the Smart Survey Design guide located in the Help Center of your account.
SurveyMonkey User Manual Configure the Comment Box Size. This enables you to change the size of the comment box based on a „characters wide‟ parameter. Set up the Text Validation by the following criteria: text of a specific length, whole number, decimal number, date format (UK/US), or email address. Customize the error message if a respondent fails to answer the comment box. Matrix/Rating Types: When creating a matrix or rating question, you will see the option to Add Comment Field.
SurveyMonkey User Manual Additional Information: Setting an Answer Choice Limit There is a feature that allows multiple choice questions to limit "how many" choices a respondent can answer.
SurveyMonkey User Manual The Text Validation is located in the question editor. When you click the dropdown menu, the following validation parameters are available for the open-ended comment boxes: don't validate comment text must be a specific length must be a whole number must be a decimal number must be a date (MM/DD/YYYY) or (DD/MM/YYYY) must be an email address iv.
SurveyMonkey User Manual Question Margin: To allot more spacing between questions or create indentation through spacing, then this setting is helpful. Sometimes a question may appear too close to the logo header. Type in a pixel number like "5" or "20" in the Top Margin setting. This provides space above that question. Edit Comment Box Size: You have the ability to edit the size of the comment box for the Open Ended questions.
SurveyMonkey User Manual Name the survey and then you have the choice to: Select that survey and modify it. Select as is and move directly on to create a link and send it to your audience.
SurveyMonkey User Manual 8. Editing a Theme As a Professional subscriber, you can edit an existing theme or add a new one by modifying an existing theme template. While in the design, these options are visible in the Edit Survey mode. To brand the survey to fit your organization's needs, do the following: The color picker allows you to enter in your own hex code for specialized colors.
SurveyMonkey User Manual 9. Survey Options The survey options are located within the Design section of the survey. These options allow you to place more features on the survey like page numbers, logo, progress bar, etc. The following are available under the [Survey Options] button: Page and question numbering Add logo to survey Progress bar settings Survey page/titles Navigation button i. Page & Question Numbering You can edit the page and question numbering of a survey.
SurveyMonkey User Manual ii. Add Logo As a Professional subscriber, you can add your own organization's logo into the survey design. Logos up to 50K in size can be added into the top left hand corner of every page of the survey. The logo must be in a .GIF or .JPG format.
SurveyMonkey User Manual iv. Survey Pages and Title You have the ability to hide the survey or page titles when a respondent takes the survey. In order to hide them, follow these steps: Step 1: Click on the [Design] icon next to the survey title on the My Surveys page. Step 2: Click the [Survey Options] button located on the left side of the page. Step 3: Scroll down to the section that says Survey/Pages Titles and uncheck the option to Show Survey Title in Actual Survey.
SurveyMonkey User Manual 10. Skip Logic & Advanced Logic Skip Logic: The goal of Skip Logic is to direct respondents through different paths in the survey based on a response to a previous question. This feature is available in all Professional accounts. Key points to remember: With Question or Page skip logic in place, you can force respondents to jump to a specific page. Only the Multiple Choice questions (One Answer and Multiple Choice Answer) allow logic to be added.
SurveyMonkey User Manual Question and Answer Piping: SurveyMonkey's Question and Answer Piping feature allows you greater control and precision over question wording by automatically including the answer choice as part of a question. You can also pass a previously selected answer as a new answer choice into a follow-up question. This feature makes designing a survey easy! It also helps respondents feel more comfortable when answering your survey, thus it yields optimal data quality.
SurveyMonkey User Manual B. Editing an Existing Survey Once you have created a survey, you can come back at any time to edit it even after it has started collecting responses. The following section covers the editing capabilities once your survey has been created or distributed. 11. Copy or Move a Question After you have designed a survey or during the design process, there is the ability to copy or move pages and questions within it.
SurveyMonkey User Manual Step 2: Click on the [Add Page Here] or [Split Page Here] button, depending on where you want to create a new page. 13. Delete a Page and Questions If you no longer need a page in the design, you can delete it from the Editor. When deleting, there is an option to delete all questions currently on that page or move them to a different one.
SurveyMonkey User Manual Step 4: This shows the survey design again on the Edit page. The [Restore Question Here] button will appear next to any available place in which to restore the question. Simply click that button where you want the deleted question to be inserted. NOTE: After 14 days of the deletion, you will not be able to restore the question. Any responses collected on that question may also be purged from the survey. 15.
SurveyMonkey User Manual The [Add Choices] button provides a textbox to manually type in a new choice. A dropdown menu appears. Pick where in the list you want the answer to appear. Or choose the [Edit Choices] button to edit a current one. Delete an Answer Choice: To delete an answer choice, you will notice the "hidden" checkbox option in a dropdown menu next to each answer or row choice when clicking the [Edit Choices] button. First, select the specific answer choice from the dropdown menu.
SurveyMonkey User Manual 1. Click the [Print Survey] button from the Edit Survey page. 2. Select the Print Style from the drop-down and if you want the survey title and page numbers displayed. Choose the orientation and paper size. 3. Click [Download Printable Survey]. The survey prints individual pages by default. Select "Print Without Page Breaks" to produce an overall survey print. The PDF is a 'snap-shot' of the survey design.
SurveyMonkey User Manual Which Print Style should I select? The Optimized For Printing will be in black and white. The PDF of the Current Theme will appear exactly as your survey is excluding the logo. Which Orientation should I select? If you have many wide matrix question types in your survey, select the Landscape orientation form the Orientation drop-down menu. The Landscape orientation will print the survey horizontally across the page. Paper Size Options: Letter 10.63 x 13.
SurveyMonkey User Manual i. Print PDF of Summary Results: Step 1: The PDF option is located on the Response Summary page under the Analyze icon. Step 2: Click on the Download Responses button located on the left hand side of the Response Summary page. Step 3: Select the Summary Report and choose the PDF format. Select your print style, orientation, and paper size. Finalize the print setup by clicking on the Request Download button.
SurveyMonkey User Manual These collector types are located under the [Collect] icon: Each survey will have a Collectors page that lists each one created for it. There are no limits to the number of collectors for Professional subscribers. However, the Basic subscription is limited to 3 collectors per survey. Individual surveys can have one collector or multiple collectors running at the same time.
SurveyMonkey User Manual What options are available under the Settings and Restrictions? i. Collector Settings: These allow you to determine the “settings” for the survey link.
SurveyMonkey User Manual What do the Yes/No settings mean if you allow editing or not? I. No: Respondents can only progress forward. No one can move back to previous pages to edit a response. The [Previous] button will be removed from the bottom of the page. II. Yes: (Option 1 selected in the image above) Respondents can edit or go back to a previous page while taking the survey or until it is finished.
SurveyMonkey User Manual What do the Yes/No settings mean if you allow multiple responses? NOTE: When allowing multiple responses, the survey should be finished in ONE sitting. No one can come back to edit or finish an incomplete survey. The link always opens to a new, blank survey each time it is clicked. No: Respondents cannot go back into previous pages to edit. Once the [Next] or [Done] link is clicked, respondents will not be able to go backward in the survey to make edits.
SurveyMonkey User Manual Setting 3: Add a Redirect Page upon Survey Completion? The Survey Completion section is used to change the page respondents are directed to upon completion or exit of the survey, or if you want the survey window to simply close or loop back to the beginning of new survey. By Default, respondents are directed to our website. The URL in this field may be changed to any website you would like by deleting the text in the box and adding a URL of your choice.
SurveyMonkey User Manual ii. Collector Restrictions: Restriction 1: Set a Cutoff Date and Time Restriction 2: Set a Maximum Response Count Restriction 3: Include Password Protection Restriction 4: Set IP Blocking? Restriction 1: Set a Cutoff Date and Time The Cutoff Date and Time setting allows you to stop response collection on a specific date and time. Click [Set a Cutoff Date & Time] to open the Date and Time dialogue box. Then from here you can configure those parameters.
SurveyMonkey User Manual Protection] to open the password dialogue box and set the password, labels, and message. 1. First enter the password for your collector in the Password field. 2. If you would like, you may edit the Password Label. The password label will be displayed to prompt the respondent to enter a password when the survey link is opened. 3. The Submit Button Label allows you to format the button respondents will click to submit their entry. 4.
SurveyMonkey User Manual C. Options to Send the Link SurveyMonkey provides several options for sending the survey to your audience. All three options are listed under the collector section for each survey. To get started, select the [Collect] icon and then choose how you want to send the link.
SurveyMonkey User Manual Access a collector that was used to collect anonymous responses. Create a new Data Entry Collector. Or add a response for a specific email address in the Edit Recipient section of the Email Invitation collector. Learn more! 2. Embed the survey or have it Popup in a new window : Professional or Basic subscribers can create collectors that will generate popup surveys or embed the survey within their own personal sites.
SurveyMonkey User Manual 4. Send Link Through SurveyMonkey Email : The Email Invitation collector enables you to create an email distribution list, customize the invitation message, schedule the delivery, and manage/track your survey respondents. Click the [Collect] on the My Surveys page, and choose the 2nd option of Upload your email list and have us send a survey invitation option.
SurveyMonkey User Manual Additional Information for Using Email Invitation Collectors: The following sections explain how to perform other tasks in the Email Invitation collector. This next portion covers the following topics: How to create your email distribution lists. How to compose a message. How to send a reminder. Add emails to an existing list and send them a message. Send a 2nd message to the same list & recipients. How to check the status of emails on your list.
SurveyMonkey User Manual iv. Add New Emails to an Existing List and Send Those the Survey Add an email address (or several) to an existing list and then send only the new email(s) a message. Click on the [Collect] icon to open the list of all saved collectors. From here you will click on the title of the collector that has already been sent the first message. This opens the Message Manager page for that survey. Upload your new emails, and choose to create a new message. Learn more! v.
SurveyMonkey User Manual Opt Outs & Bounced Emails: To view emails that have opted out of a survey, you can either view those emails housed in an Address Book list or through a list housed under the Edit Recipients button of the Email Invitation collector. Option 1: Address Book When you access the Address Book, select the email list you wish to look over for opted out emails. From here you will see a star indicated in the Opt Out column to the left of any email that has opted out.
SurveyMonkey User Manual IV. ANALYZING & EXPORTING DATA SurveyMonkey allows you to analyze the survey data within the Analyze section. As soon as a respondent clicks the [Done] button on his/her survey, the response comes immediately back into that section. The response summary page shows the data in a bar graph presentation (depending on the question types created). Now you can check the total response count, percentages, respondent count, and response averages, etc.
SurveyMonkey User Manual How to View the Open-Ended Responses on the Summary page? Open Ended responses are located on the Summary page. Click the [Show Replies] button next to the open ended response. This opens the Comment Summary window. Within this window, you see all of the open-ended responses listed: NOTE: Click the [Find] button to jump directly to a specific respondent‟s results when the comments open. 1.
SurveyMonkey User Manual At the top of the page, you see the current response and the navigation arrows to scroll to a different one. Or enter a respondent number in the [Jump to] field and click [Go >>] to jump to a specific respondent‟s results. Response Type: The top portion of each response contains the Response Type section.
SurveyMonkey User Manual Scroll through the survey by accessing the [Next] button. When you get to the question to be edited, you can either select a different answer choice or type in a different response in the comment box. Continue all the way through and click the [Done] button to close the survey. Now you will be looking at the Analyze section and the Browse Responses page again. Click the refresh button on the browser menu to see the new changes. B.
SurveyMonkey User Manual How to Correlate the Respondent Number to the response in your Export: When browsing through the respondents in the Analyze section or online in your account, they are presented in the same order in which they are received. The 1st respondent to your survey will be listed as #1 out of “n” or the total number of respondents. The responses will then go from oldest to newest with the first person to respond saved as #1, the second respondent as #2, the 3rd as #3, and so on.
SurveyMonkey User Manual 2. Creating Filters As a Professional subscriber, filters enable you to look for specific data or patterns in the data. New filters are named and can be toggled on or off. You have the ability to filter by Responses, by Properties, or by a Collector.
SurveyMonkey User Manual Example: You want to filter the data by more than one response. If you create one filter, you can sort by multiple parameters within the one named filter. Let's say you name this individual filter "School" and you want to filter for more than one school at a time. Perhaps you want to know who goes to Jefferson and who goes to Madison. A.
SurveyMonkey User Manual ii. Creating Filters by Properties or Collectors To create a filter that looks for respondents who answered your survey according to a certain property, then the Filter by Properties is a good way to view those. This is handy if you want to: View respondents who answered the survey during a specific time period. Look for a specific tracked email address of a respondent who answered the survey via an Email Invitation collector.
SurveyMonkey User Manual iii. Managing Saved Filters Once you've applied a filter, only the results "matching" it will be displayed. You can have multiple filters created, but only one named filter can be active at one time. Simply toggle them on and off to view the data as you wish. To edit or remove filters currently applied to your results, click the [Edit Filter] button to edit an active one. Click the [Un-apply] button to remove filters currently set on your results.
SurveyMonkey User Manual 4. Exporting Data We offer several export options to Professional subscribers for downloading the data into summary or detailed formats. You may export your data at anytime without affecting the collection of results. Downloading responses enables you to create additional graphs in Excel, upload the data into other programs, save them to your desktop, etc. Step 1: Select the [Analyze] icon on the My Surveys page to get started.
SurveyMonkey User Manual B. Summary Only: If you need a Summary, XML HTML, or PDF version of the results, choose the Summary Report type download. These formats download directly to your computer. Sometimes a popup blocker may prevent the full download of your Summary Only results. If the summary exports are not opening, then it is most likely a popup blocker issue. Mouse over the address bar in your browser window. You should see a blocked status.
SurveyMonkey User Manual Create and Export Custom Charts: Want to present survey data to your team in a quick and clean format? Or maybe you need to visually analyze the data through different options? If so, charting is available within the Analyze section. Professional subscribers can customize and download the following types: Pie Bar Area Line Column Step 1: Click the [Analyze] icon to the right of the survey on the My Surveys page. Step 2: The Response Summary section opens.
SurveyMonkey User Manual Step 3: Part 1: Click the [Chart Settings] button and choose your type. Part 2: Edit the following: I. Choices: Select which answers choices to include. To graph all answers select All Choices from the Include prompt. Sort the data by descending or ascending values. If you have a comment field included, tick the option to include it on the graph. II. Labels: Add a chart title. Select the data labels: No Data, Show Values, Percents or both. III.
SurveyMonkey User Manual Matrix with Menu: This question type has 3 dimensions. Because of this, it cannot be graphed by our system. Matrix (one answer or multiple answers per row): This cannot be charted when a cross tab is active due to its 3 dimensions of data. Remove the cross tab to graph this. Active Cross Tabs: Cross Tabbed Rating Question: A cross tabbed rating scale has 3 dimensions. However, by only graphing the rating averages, it uses only 2 dimensions.
SurveyMonkey User Manual 5. Sharing Survey Responses with an Audience As a Professional subscriber, you have the ability to let others view the results without giving them access to your account through the Share Responses link. The results link you provide updates as your results do! You determine the "shared" access of the data. You decide to share the Summary Results only or to provide access to all of the individual responses, or All Responses.
SurveyMonkey User Manual 6. Custom Reports and Sharing Data Professional subscribers have the ability to create custom reports in the Analyze section. The benefits of customized reports are for easier data management and data analysis. Some of the things you can accomplish are: Choose to only view certain questions instead of all questions in the survey. o Example: You have Skip Logic programmed and you only want to see a specific route.
SurveyMonkey User Manual Step 3: When you click the [Add Report] button, name the new report and uncheck any question or page of questions you do not want visible. Click the [Save Report] button when you are finished. You can then export the data with the custom report applied. NOTE - Filtering on Custom Shared Reports: Currently, if you have enabled filtering on the Shared Custom Report link, then those you are sharing the data with will have access to all questions in the Filter Editor.
SurveyMonkey User Manual V. MY ACCOUNT The following section addresses many questions that subscribers have about using their accounts. These topics range from sharing an account to changing logins to canceling the auto-renewal. Please look this over for questions you may have regarding account maintenance. 1. Can I share an account? Yes, you do have the ability to share one login and password for multi-user access.
SurveyMonkey User Manual If two people are working on the same survey at the same time, then each one will not be able to see the changes made by the other person dynamically while logged into the account on his/her individual computer. The refresh button must be clicked on each individual browser to see any additions or changes made by the other.
SurveyMonkey User Manual 4. How do I change my subscription plan? I want to change from monthly to yearly. How can I change the Credit Card? If you want to upgrade your monthly account to an annual one, just click on the [My Account] tab. Select the [Account Summary] button. Here you will see the Billing Profile option to Upgrade to Annual Now. To change your account from monthly to yearly, please follow these steps: Step 1: Click on the [My Account] tab. Step 2: Click on the [Account Summary] button.
SurveyMonkey User Manual ii. Change Credit Card Details: A. Active Account: If the account is an active and Professional status and you want a different card to be charged, you can change the credit card details the following way: Click on the [My Accounts] tab. Select the [Billing] button on the left side of the page. Click the [Edit] button next to the Payment Information. Here you can enter in your new credit card details for the currently active account. B.
SurveyMonkey User Manual Next, select the survey title from the dropdown menu and choose either the [Copy] or [Move] button. This places the survey into the chosen account. NOTE: If you copy the survey into another account, this will not copy the data or responses. It only copies the survey (*no collectors, custom themes, or responses are copied). You will need to move the survey if the responses are to remain attached to the current link. 6.
SurveyMonkey User Manual The book allows you to create lists of addresses to store in this section. If you have distribution lists of emails that receive many surveys, then you will be able to use those same lists over and over again when creating new Email Invitation collectors for different surveys.
SurveyMonkey User Manual EXAMPLE: If an email address is deleted from the Address Book, all that does is removes that email from the Address Book. Any new collector lists created from that Address Book will not contain that email. However, existing collector lists will still contain the email. Therefore, if you want to remove an email from a recipient list or add it to a list, you will need to remove (or add) that email from the actual recipient list in the Email Invitation collector.
SurveyMonkey User Manual Track by SurveyMonkey (Email Invitation Collector): When you use the Email Invitation collector, you opt to have SurveyMonkey send a message on your behalf. From here you will: Upload your emails into the Email List (Edit Recipients) section. Customize a message. Schedule the delivery of the message to the list.
SurveyMonkey User Manual then match that “Custom Value” with the unique ID that is stored in your database to match the response with the appropriate recipient. Example: If the original URL to your survey was: http://www.surveymonkey.com/s/H2Y9H27 Let's say you had two recipients: one with a unique ID of 12345 and another with a unique ID of 67890 You could then supply each one with the following: http://www.surveymonkey.com/s/H2Y9H27?c=12345 http://www.surveymonkey.
SurveyMonkey User Manual Requested exports will be delivered to your computer in an encrypted format. What level of encryption do you offer? We have the following level of encryption: Verisign certificate Version 3, 128 bit encryption What does SSL encryption look like? A survey link with SSL encryption will show the 's' in the 'http' URL address. It will appear as: https://www.surveymonkey.com/s/H2Y9H27 This is commonly used for online banking sites or sites that transmit secured information.
SurveyMonkey User Manual Option 2 - Professional Subscription Cancellation: You can cancel the renewal of your professional subscription by clicking on the [Account Summary] button under the [My Account] tab. Click the [Cancel Renewal] button. Your account will remain active until the end of the current billing cycle. When you cancel the auto-renewal, the account reverts back to the free status on the renewal date. You will lose access to the Professional features.
SurveyMonkey User Manual Staffed 24/7 Network Multiple independent connections to Tier 1 Internet access providers Fully redundant OC-48 SONET Rings Uptime monitored every 5 minutes, with escalation to SurveyMonkey staff Firewall restricts access to all ports except 80 (http) and 443 (https) QualysGuard network security audits performed weekly. Hackersafe scans performed daily.
SurveyMonkey User Manual VI. CONCLUSION Now you are ready to begin using SurveyMonkey to create, distribute, and analyze your surveys. We aim to provide an online survey system that is affordable and user-friendly. In addition to our Help Center‟s FAQs and Tutorials, this manual guides you along every step of the way. Please keep this for your own personal reference. For additional questions or support, contact us through our email support center.
