After you have clicked the yellow button New survey, you can start a step-by-step plan for creating a survey.
Once you have clicked on New survey, you will see the following step-by-step plan:
The step-by-step plan consists of the following four steps:
Step 1 - Properties
Once you have reached the submenu New survey, you can indicate the properties of your survey:
- Give your survey a name which describes its intent. Open the step-by-step plan Product training survey. The name of your survey is for internal use only.
- For Description, write down an additional description for your survey. This additional description is for internal use only as well.
- For Type, indicate which type of survey this will be. You can choose from three types of surveys:
- Normal: Information from the respondent is stored in the survey and not in Spotler.
- Subscribe: Through this type of survey, respondents will actually end up in Spotler as a contact.
- Profile: Information of contacts in the database of Spotler is supplemented or amended.
- For Completing allowed for, indicate who is allowed to complete the survey:
- Everyone: You want everyone to be able to complete the survey, even those who are not in your database yet.
- Only invitees: Only contacts who are in the database and who have received a message for completing a survey.
- Only invitees (1x): Only existing contacts who have received an invitation are allowed to complete the survey once.
- The Anti-bot protection option is set to yes by default. Spotler secures all standard forms and surveys with anti-bot protection. You can use anti-bot protection for dynamic surveys. This option does not work for static surveys.
|What is anti-bot protection?
A common grievance of using online forms or surveys is spam. If your form is completed by a spam bot, this will lead to unnecessary mails and fake contacts in your database. That's annoying, since the emails impact your stats and you will have unnecessary contacts in your database. That is why Spotler has added anti-bot protection to its software.
Step 2 - Survey
Once you have completed step 1, you will be directed to step 2 of creating your survey. In step 2, you are able to view and edit your survey. The screen looks like this:
From this screen, you can:
- View the survey.
- Edit the survey.
View the survey
Click the white button View. You will now see a preview of your survey. On the left side of the screen, you can see the properties of the survey and the web pages in which the survey is used.
Edit the survey
Click the blue button Edit and the editor will appear. The screen looks like this:
In this screen, you will see:
- An editing menu in the header with grey icons, two drop-down menus and one grey button.
- Editor options on the left side of the screen.
- The canvas with question fields in the middle of the screen.
- The footer with i.a. a plus icon and the number of pages in your survey.
Is it your first time working with the editor or do you need help? Please continue to Editors for the Surveys module.
Step 3 - Processing
Once you have completed step 2, you will be directed to step 3 of creating your survey. In step 3, you can indicate how Spotler should process your survey. The screen looks like this:
From this screen, you can:
- Indicate how you wish to save the completed survey data.
- Add taggging en scoring. Read more in the article: Assigning tagging and scoring in forms and surveys.
- Indicate whether you wish to forward your survey to an external system.
If you only want to save the completed survey data, choose Save survey data. If you also want to save all completed personal data (name, email address, Spotler ID), choose Save survey data and personal data.
|When should you choose Save Survey data and personal data?
This option is useful when exporting data to Excel. If you don't ask for full details on your survey, the Save form data and personal data option allows you to also export all stored data with the email address. Did you forget to tick the box for this option? No worries. It is possible to activate this function retroactively.
Forwarding to an external system
If you want to forward completed forms to an external system, you can enter the URL to which the form should be forwarded to here.
On the right side of the URL entry field, you can see the link Post request settings. If you click on this, you can indicate the variables of your post request. Select the question fields in your form for which you want a post request and enter the names per question field.
Step 4 - Follow-up (optional)
Once you have completed step 3, you will be directed to step 4 of creating your survey. In step 4, you can indicate whether you want to send a notification of your form. The screen looks like this:
From this screen, you can:
- Indicate whether or not you want to send a notification, and to whom.
- Indicate whether or not you want to send a confirmation email to the respondent.
Tick the box to set up the notification option. Complete your own email address or that of another if you want to receive a notification when a respondent has completed a form. Next, select the message you want to send as a notification.
Confirmation email to the respondent
Check the box to set up a confirmation email and indicate whether you want to send respondents a confirmation email when they have completed a form as well. Next, select the message you want to send as a confirmation.
You can create notification messages and confirmation emails in the Messages module.
|Is step 4 not visible?
If you are using the Campaigns module, a different method applies. Step 4 will not be visible. Confirmations and notifications must be set as automatic campaigns in the Campaigns module.