FluidSurveys v3.0 [PDF]

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Using the newly discovered information, input “ge_content” into the “id of target div tag” which will allow for the FluidSurveys software to remove anything within “ge_content” and place it in your survey.

“Save” and once you see, “Success”, preview your survey to see what it presently looks like. Chances are it will not look comforting at all, but… we’re still not done.

As you can see, there is still some tweaking required. Return to the “Customize survey Style” section and click on the second link.

And then click on “CSS” on the left hand side.

Immediately, a new popup will appear. From here, you want to remove anything that has to do with html and body for the simple reason that the style of your survey now adheres to a CSS sheet.

Click “Apply and Close”, “Save”, “Return to Account” and Preview your survey. It looks a lot better now.

58 STYLE FOR SPECIFIC QUESTION By default, every question type can be tailored to your various needs. Editing a question type Click

on (found within either the Editor or the Survey List page).

Followed by the (second link)

On the left hand side, select “Customize” and scroll to the bottom, as seen in the image below, until you see your questions appear. The available customizable options depend from question type to question type, but the Overall design remains a constant.

59 SIDE BY SIDE DISPLAY In essence, side-by-side display allows for a surveyor to set two questions to reside side-by-side in a survey. By default, all question types take up 100% of the survey page, but when questions are set to reside side-by-side, then each question will take up 50% of the survey. To enable this option, click on the questions you wish to display side-by-side, and on the left hand side, under Display, select, “Display Side-by-side”

This will turn a question type from

Into

60 APPEND TO PREVIOUS Appending one question to another allows two questions to appear, and act, as one. For instance, there may be various question types that do not have a text response area allowing respondents to fill out a “Prefer not to say” or, “Other, please specify” choice. With the “Append to” feature, we could add such an option to a question.

To append a question to a previous one, click on the second question (the one which you’d like to be appended), and select “Append to previous question” under the “Display” section in the editor. This will cause the two questions to appear as one.

61 APPLYING A THEME FluidSurveys offers a variety of pre-made templates which can be used for any survey. The templates are listed in the left hand side editor, in the Survey Themer. To apply a template, simply click on the thumbnail (this allows you to preview it in real time) and select save. FYI 27.1: Templates can be changed as many times as you’d like, whether your survey is live or closed, and the changes will not affect the integrity of your data. After a theme’s been applied, you can still further customize the survey appearance by modifying individual elements (fonts, colors, etc)

62: BASIC SKIPPING 62.1: WHAT IS BASIC SKIPPING? Basic skipping allows you to branch respondents from one page to another based on their answers to a single question. For example, if a respondent answered “Yes” to a question, they could be sent to Page 3, if they answered No, they could be skipped straight to Page 4. Basic skipping works based on the respondent’s answers to single-answer questions such as the dropdown, multiple-choice and yes/no question types. 62.2 WHAT IS THE DIFFERENCE BETWEEN BASIC AND ADVANCED SKIPPING? Advanced skipping allows you to branch a respondent from one page to another based on their answers to one, or multiple, questions. The questions that trigger the branching can be on one, or several, pages. For example, one branching condition could be created based on questions on Page 1, 4, and 5. Furthermore, you can use advanced skipping to branch based on most question types (including checkbox questions and grid-type questions). 62.3 TUTORIAL: EXAMPLE OF BASIC SKIPPING

Tutorial 62.1 : In this tutorial, we’ll show you how to set up basic skipping. In this example, we will have a 3 page survey. On page 1, we’ll ask the user if they enjoyed their experience. If they say “yes”, we will send them to page-2 where they will be asked “what they enjoyed best”. If they say “no”, we will send them to page-3 where we will ask them why they didn’t enjoy their experience. If someone ends up on page-2, we won’t want them to also see page-3 and so we’ll also talk about how to set up unconditional-branching in order to accomplish this behavior. Step 1: Drag in a yes/no question from the control-panel onto your survey-page. Change the title of this question so that it says “Did you enjoy your experience?”

Step 2: Add two more pages to your survey so that your survey now has 3 pages. The first page, as indicated in “Step 1” will contain a yes/no question.

Step 3: On page 2, drag in a text response question. Change the title of the text-response question so that it says “What did you like best about your experience?”

Step 4: On page 3, drag in a text-response question as well. Change the title of the text-response question so that it says “Why did you not like your experience?” Step 5: Now, go back to page 1, and click on your yes/no question. The control-panel should now switch to the “options” tab. At the bottom of the controlpanel, you’ll see a collapsed section called “Options.” Click on it so that it expands. Change the dropdown menus that appear so that they indicate that the user should be sent to page 2 if they choose “Yes” and to page 3 if they choose no. Step 6: Save your survey and click on preview to test out what you’ve done so far. As you can see, when you click on “no” on the first page and then press the next-button, you will be taken to page 3. Similarly if you had chosen “yes” on the first page and then clicked on the next-button, you would’ve been taken to page 2. Please note that the skipping on that page will only take place once you click the next-button and it will not take place immediately upon choosing “yes” or “no.” For skipping that occurs upon clicking the “yes” or “no” option, check out our tutorials on dynamic skipping logic. Explanation62.1: You’ll notice an interesting problem here. If you choose “yes”, you’ll be sent to page 2 where you will be asked “What did you like best about your experience?” Once you answer that question and then press the next-button, you will then be taken to page 3 where you will be asked “Why did you not like your experience?” This, of course, is not what you intend to happen since your respondent already told you on page 1 that they liked their experience. In other words, we’ll need to ensure that respondents that see page 2 of the survey do not see page 3. We7:can accomplish this behavior using “unconditional skipping.” Step Go back to page 2 and then click on the “page” tab. On this tab, change the unconditional skip so that the user is taken to the “finish page” upon pressing the next-button on page 2.

Tip 62.1: If you’ll be using advanced branching, you shouldn’t use simple skipping and viceversa. While the two can be used together, generally speaking, they shouldn’t be because this could lead to clashing conditions that could produce unexpected results.

62.4 CHECKING WHAT SKIP LOGIC EXISTS ON A PAGE On any page that contains skip logic, you’ll notice a little branching icon on the top left of your survey-page in the editor. If you click on this, it’ll show you the branching/skip logic that exists on that page.

Tip 62.2: If your survey is going to be long, you’ll benefit greatly from specifying page-labels for each of your pages. Just go to the “Page” tab and specify a label for that page. For more info, please see Chapter 52 on Page Labels .

FYI 62.1: When you re-arrange pages, the branching logic will do its best to re-arrange itself accordingly. You can re-arrange pages simply by clicking and dragging a page to a new destination location (the pages are at the bottom of your survey editor page). However, it is recommended to order your pages before adding any branching logic. 62.5 SKIPPING BASED ON MULTIPLE CHOICE AND DROPDOWN QUESTIONS The example supplied in section “62.3” was based on a yes/no question. Multiple choice questions and dropdown questions have a slightly different interface for specifying simple skip logic: Step 1: Drag in a dropdown question and click on one of the choices as if you were going to change it. Step 2: You’ll see that you have a series of options that now open in accordion fashion. One of these is the option to specify branching that should occur upon the respondent choosing that choice.

62.6 RESETTING SIMPLE SKIPPING Let’s say that you’ve specified some simple skipping and now would like to reset it… how do you do that? All you have to do is click on the dropdown menu where you specified the simple skipping and then choose the “---“ option. Make sure to save your survey and the simple skipping for that particular choice will be reset.

63: ADVANCED BRANCHING (PART 1) 63.1: WHAT IS ADVANCED BRANCHING? Advanced branching is similar to simple skipping in that it allows you to send respondents to different sections of your survey based on their answers. There are, however, several differences. With advanced branching, you can skip based on multiple conditions (multiple questions), as well as based on questions on previous pages. You can also implement dynamic on-page skipping (hide, show, disable questions), and trigger a variety of actions (email messages, terminate the survey, etc). Plus, you can implement branching on additional question types, such as text response fields, grid questions and checkbox (multi-answer) questions. All in all, advanced branching can do everything that simple skipping can + more!

Tip 63.1: It’s not recommended to use advanced branching and simple skipping together. If one is used, the other shouldn’t. Using both could lead to clashing conditions and unexpected results.

63.2 TUTORIAL ADVANCED BRANCHING USING TWO MULTIPLE CHOICE QUESTIONS

Tutorial 63.1: In this example, we’re going to create a 4 page survey that will ask our participants a question on page 1, and another on page 2. Based on these two questions, we will send the respondents to either page 3 or page 4 using advanced branching. The questions on page 1 and 2 will help us determine if the user is in our target market. If they are, we’ll send them to page 3 and if they’re not, we’ll send them to page 4. If they do reach page 3, we don’t want them to seeing page 4, so we’ll have to program the survey to take them directly to the finish page after page 3

Step 1: Create a 4 page survey. Step 2: On page 1, drag in a yes/no question and change the title of this question so that it says “Have you been to our website before today?”

Step 3: Give this yes/no question an identifier by clicking on the question itself and then clicking on the “None” link. Once you do this, a text-box will appear. Type in the identifier in this text box and then click anywhere outside of the text box and the identifier will be set. For this example, name your identifier “yes-no”

FYI 63.1: Any time you want to do anything advanced with a question, make sure to give it an identifier. These identifiers are used to refer to questions when programming advanced logic conditions. The identifiers are also used for the purpose of exporting your data into Excel/CSV and SPSS.

Step 4: Go to page 2 and drag in a multiple choice question. Change the title of this question so that it asks “Are you male or female?” Once you do this, make sure to change the choices of that multiple choice question so that the two choices are “male” and female.

While you’re in the “options” tab, give this question and identifier as well – for this example, just call it “male-female.”

Step 5:

Go to page 3. On this page, drag in a text response question and change the title so that it says: “Congratulations, you are in our target market! What did you think of our website?” Step 6: Go to page 4. On this page, drag in a text response question and change the title so that it says “Sorry, you are not in our target market… but what did you think of our website anyway?” Step 7: Now go to page 2 which will be the page where you will want the branching to occur. In other words, after the user answers question 1 and question 2 you want the branching logic to take affect and either send the user to page 3 or page 4. On page 2, click on the “Page” tab in the control-panel. Now click on the “Edit Survey Logic Rules” button. This will open up the advanced branching editor.

Program your conditions such that they state if *“yes-no” equals “yes”+ AND *“male-female” equals “female+ THEN [send the respondent to page 3] OTHERWISE [send the respondent to the finish page]

Please refer to the diagram below for details and make sure that your branching conditions look like that which is specified in the diagram below:

FYI 63.2: Advanced branching and simple skipping get executed upon the user’s clicking on the next-button. In other words, the branching/skipping does not occur upon the user answering a question by default. The latter type of branching/skipping can be accomplished as well using dynamic on-page skip logic. Please see the dedicated tutorial for that topic for more info. Now click on “Save” and click on “preview” to see how your survey works so far. You’ll notice that the branching conditions do what they are supposed to. If the person has been to the website before and they are female (our supposed target market), then they will be sent to page-3 and if they aren’t, they will be sent to page 4.

Step 8:

In order to specify the unconditional skip condition, go to page-3 and then click on the “Page” tab. In the “Page” tab, make sure to specify that the user be unconditionally sent to the finishpage.

Tip 63.2: If your survey is going to be long, you’ll benefit greatly from specifying page-labels for each of your pages. Just go to the “Page” tab and specify a label for that page. For more info, please see Chapter 52 on Page Labels .

FYI 63.3: When you re-arrange pages, the branching logic will do its best to re-arrange itself accordingly. You can re-arrange pages simply by clicking and dragging a page to a new destination location (the pages are at the bottom of your survey editor page). However, it is recommended to order your pages before adding branching logic.

63.3 MULTIPLE BRANCHING CONDITIONS In this tutorial we covered the concept of advanced branching. However, our branching logic only had one branching condition, alongside an “otherwise” condition. What if we were to implement two branching conditions alongside an “otherwise” condition? Let’s assume that we specified the following branching conditions: Condition 1: If [male-female equals female]: Go to page 3 Condition 2: If [yes-no equals no]: Go to page 4

Otherwise: Go to Finish Page

In this case, the first condition will be evaluated. If it evaluates as true, the user will be sent to Page-3 and no other conditions will be evaluated. If the first condition evaluates as false, the second condition will be evaluated. If the second condition is true, the user will be sent to Page4 and no other conditions will be evaluated. If both conditions are evaluated as false, the “Otherwise” condition will be executed. In other words, branching conditions will be evaluated one-by-one until one of the conditions evaluates as true – then the action that corresponds to that condition will be executed. If none of the conditions evaluate as true, then the action that corresponds to the “Otherwise” condition will be executed. The only exception to this sequence of evaluation and execution is when there is on-page-logic. If a condition is evaluated as true that has a corresponding on-page-logic action rather than a tradition skip-to-a-page action, things are done differently. In such a case, even after the onpage-logic action is executed, the next condition is still evaluated. In other words, a traditional skip-to-page action takes the survey to another page and so the rest of the conditions cannot be executed. On-page-logic, on the other hand, doesn’t take the user to another page and so the rest of the conditions on the page will still be evaluated.

Tip 63.3: If you’ll be using advanced branching, you shouldn’t use simple skipping and viceversa. While the two can be used together, generally speaking, they shouldn’t be as this could lead to clashing conditions that could produce unexpected results.

64: ADVANCED BRANCHING (PART 2) 64.1: TUTORIAL: ADVANCED BRANCHING WITH CHECKBOX QUESTIONS Tutorial 64.1: In this example, we are going to show you how to use advanced branching with a checkbox question. We will first ask our respondents which of our four products they have used in the past. For any of our products that they have used, we will then ask specific questions with respect to their experience with that particular product. If they haven’t used any of our products, we will send them to the termination page. Step 1: Create a survey and drag in a checkbox question as the first question in your survey with the following specifics: Title: “Which one of our products have you used in the past?” Choices: Product A, Product B, Product C, Product D

Step 2: Give your question an identifier. In this example, the identifier we specified is “products.”

Step 3: Add 4 more pages to your survey by clicking the “+” button at the bottom of the page, such that your survey has 5 pages. One each of the pages, we will put questions that are specific to the use of each of the 4 products mentioned on page 1.

Step 4: Go to page 2 of your survey and drag in a “Section Heading” with the following specifics: Title: “Questions specific to product A”. The idea is that on this page, you would put in questions that are specific to Product A.

Step 5: We want to put one of these section headings on each page from page 2 to page 5. In order to make the process as fast as possible, right-click on the section heading you just created and click on the “duplicate” button.

Step 6: After the duplication you did in Step5, you’ll now have two section headings on your page. Now select both of these section headings by clicking and dragging your mouse over both of them.

Step 7: Once both of them are selected, right-click on either of the questions and click on duplicate again (this will save us one duplication step). Now you’ll have 4 section headings.

Step 8: Now you can modify the duplicated section headings and get them ready for moving to their appropriate destination pages. As shown in the image below, we have clicked on the second section heading on our page and have modified it to say “Questions specific to Product B.” Continue the process and make sure that you have one section heading specific to each product.

In other words, your four section headings will say the following:

Questions specific to Product A Questions specific to Product B Questions specific to Product C Questions specific to Product D Step 9: Before moving these section headings to their appropriate pages, go to each page and give it a label. Give page 2 a label of “A”, page 3 a label of “B” and so on and so forth (this will just help us identify each of these pages. If you have questions about specifying page labels, see chapter 52, which talks about them in detail.

Step 10: Now go back to page “A” (previously known as page2) where all of our section headings are. Right click on the second one which says “Questions specific to Product B” and click on “Move To.”

Step 11:

You’ll now see a dialog pop up. Send this question to Page “B” (formerly known as page3).

Once you’re done with this, move the rest of the section headings on page “A” to their appropriate pages so that you’ll have one such section heading on each of Page A, Page B, Page C and Page D. Step 12: Go back to the first page of your survey and click on the “Page” tab. Now click on the “Edit Survey Logic Rules” button to enter your advanced branching conditions.

Step 13: Now specify your branching conditions as shown in figure 38.14 shown below.

FYI 64.1: If you remember, advanced branching conditions will be evaluated one at a time until a condition is reached that is true or until the “Otherwise” condition is reached. If a true condition is reached, the “Then” statement corresponding to that condition will be executed. If the “otherwise” condition is reached, then the corresponding action will be executed. If the condition that is being executed sends the respondent to another page, then the user will be sent to that page and the rest of the conditions on the page that the respondent just left will not be evaluated.

Explanation 64.1: In this case, our first condition asks if the respondent has used product A. If this is true, then the respondent will be sent to page “A” so that we can ask him questions specific to that product. If he hasn’t used product A, then we will check to see if he’s used product B. If he has indeed used product B, then we will send him to page “B” so that we can ask him questions that are specific to product B. The same goes with the other two conditions on the page. Now if the respondent hasn’t used any of our 4 products, then the “otherwise” condition will be reached and the corresponding action to this condition will be executed. In this case, we are sending the user to the “termination page”. When doing this, the respondent’s response will be marked as “terminated.” If you want to learn more about what it means when a response is marked as terminated, check out chapter 114 that talks about this response status . Step 14: Go to Page A (previously known as page2) and click on “Edit Survey Logic Rules” in order to enter branching conditions specific to this page.

Step 15: Enter the branching conditions as shown below. Explanation 64.2: The individuals that will land on page A will always be those who have used product A. In other words, they will be the individuals whose responses triggered the first branching condition shown in figure 38.14 - which means that the rest of the branching conditions in figure 38.14 were not evaluated for their response. We will now need to evaluate these remaining conditions. Basically, we will have to check whether this person, who we know has used product A, has also used any of the other products in our list. In order to do this, we will reproduce all of the conditions in figure 38.14 except for the first one as the first one has already been evaluated for this respondent (that’s how they got to page A to begin with).

Explanation 64.3: You’ll notice one thing that is slightly different in terms of the branching conditions that were entered for Page “A” in comparison to those that were entered for the first page of the survey. In the first page of the survey, the “otherwise” condition led the respondent to the “termination” page because reaching the otherwise condition would’ve meant that the respondent wouldn’t have used any of our products. In contrast, on page “A”, the “otherwise” condition sends the user to the “finish page”. We know that any respondent who reaches page “A” will have used product A. If they reach the “otherwise” condition on this page, this will mean that they haven’t used products B, C, or D. If this is the case, then this respondent will not need to see any of the remaining pages in our survey and so we can safely send them to the “finish” page.

Step 16: Now go to page B and enter the following advanced branching conditions as shown in figure 38.17 below:

Step 17: Now go to page C and enter the following advanced branching conditions as shown in figure 38.18 below:

FYI 64.1: In this example, the questions that we ask for each of the products that our respondent has used are very specific to the particular product. If we were going to ask the same series of questions for each of the products that our respondent had used, then it would be better to use looping. For example, if we wanted to ask them the question “Would you use this product again?” for each of the products that they had used, then using looping would be preferable as it would make the survey construction much faster and the analysis easier. For more information on this, please refer to the looping section.

64.2 RE-ARRANGING BRANCHING CONDITIONS USING DRAG AND DROP Sometimes as you’re entering branching conditions, you’ll realize that the order in which you’ve entered them is incorrect and you’ll want to move around the conditions so that some can be evaluated before others. The good news is that just as you can drag and drop questions in your survey in order to re-order them, you can drag and drop advanced branching conditions as well, as shown below.

65: PIPING 65.1: WHAT IS PIPING? Piping is defined as taking the respondent’s answer to a previous question and inserting it (a.k.a piping it) into a later question. This sort of behavior will help keep your respondent more engaged and will make them feel as if the survey is customized to their particular situation. Piping is definitely recommended for anyone who’d like to increase their avg. survey completion rate. 65.2 TUTORIAL: EXAMPLE OF USING PIPING

Tutorial 65.1: In this example, we are going to show you how to use piping with text-response questions. We are going to create a two page survey where the first page will ask the respondent how much their marketing budget is, and the second page will ask the respondent how much of the that budget, do they spend in each set of categories we define. Step 1: Create a survey and put a text response question on the first page with the following specifications: Title: What is your marketing budget? Identifier: budget FYI 65.1: In order to pipe a question, it must have an identifier.

Step 2: Create a second page for your survey and in this page, drag in a text-response grid question type with the following specifications: Title: How much of your marketing budget (%) do you spend in each of the following categories? Variables: Internet Ads, Radio Ads, Television Ads, Magazine Ads, Newspaper Ads, Other

Step 3: Now right click on the newly added text-response grid question and click on “Piping Wizard.”

Step 4: In the piping wizard, you’ll see a list of fields that you’ll be able to use for the purpose of piping. Drag in the “budget” field and drop it onto the question title on the right hand side.

It may look like nothing happened but if you click on the question title field and use your right arrow key to go all the way to the right of the text box (or you could just hit the “end” key), you’ll see that the text “,, budget --” was appended to the text.

Now press the “save” button so that the piping wizard takes in your changes. Explanation 65.1: You don’t have to use the piping wizard in order to use piping. The wizard is there to help you discover the piping notation. The piping notation is simply {{ question-identifier -- where “question-identifier” is replace by the question identifier of the question that you’d like to pipe from. As a matter of fact, after you’ve used the piping wizard once, you don’t have to use it ever again. Simply typing in the appropriate piping notation can be a lot faster and more convenient.

Step 5: Now that you know the piping notation, modify your question title: Previous: “How much of your marketing budget (%) do you spend in each of the following categories? ,, budget --” Change to: “How much of your {{ budget }} budget (%) do you spend in each of the following categories?” This change will help our question flow a lot better as the budget specified on the first page will be inserted in the middle of the question title on the second page.

Step 6: Now save your survey and take it once yourself to see how the piping works.

65.3: PIPING FROM A MULTIPLE CHOICE QUESTION (RADIO BUTTON) Piping can also be done from multiple choice question types. To demonstrate, go back and change the first question in the survey (created in section 39.2) from a text-response to a multiple choice question type, with an “other, please specify” field, as shown in figure 39.9 below, and add the following choices: “0-$1 million, $1-$10 million, $10-$20 million, Other please specify.”

Save your survey and take it once yourself to see how it behaves. Figure 39.10 below shows what happens if you choose $10-$20 million as the answer. As expected, this value gets piped into the next question.

Figure 39.11 below shows what would happen if your respondent chose “other, please specify” and typed in the answer “$1 billion”. As expected, the value that was typed into the textbox got piped into the next question.

65.4 PIPING FROM A CHECKBOX QUESTION Now go back and change your question from a multiple choice question to a checkbox question (i.e. multiple answers).

If the respondent chooses “$1-$10 million” and “$10-$20 million”, then those values in a comma separated format will be piped into the next question.

FYI 65.2: If you don’t want the answers from your checkbox question to be piped in as a comma separated list, then you should be using looping. For more information on looping, please check out the “looping” tutorial in chapter 66.

65.5 PIPING IN CUSTOM FIELDS FROM YOUR ADDRESS BOOK One of the nice features of FluidSurveys is that it allows you to pipe in custom fields that you have already uploaded into your address book. Let’s say that you have uploaded the contact info for 100 people into your address book and that one of these fields is “City”. You could then pipe this value into a question like: “How long have you lived in ,, invite.city The correct value would then be inserted for each contact who responds. We won’t go into too much detail about this here, but you can check chapter 76, which talks about Custom Variables, to learn more.

66: LOOPING 66.1: WHAT IS LOOPING? With looping, you can set your survey to loop through a series of questions for each selected choice in a checkbox (multi-answer) question type. For example, let's say you ask respondents: Which of the following hotels have you stayed at? A. Hotel 1 B. Hotel 2 C. Hotel 3 D. Hotel 4 You may want include a follow-up question asking respondents to rate their experience at each hotel that they've stayed at. This is possible using looping. 66.2 TUTORIAL: EXAMPLE OF USING LOOPING

Tutorial 66.1: We are going to show you how to use looping with Checkbox questions. We’ll create a four page survey where the first page will ask the respondent which of our services they’ve used. The second page will ask the respondent how much time with the service(s), which they specified in the first page, they use. The fourth page will be used primarily has evidence that ‘we’re out of the loop’

Step 1: Create a survey and put a checkbox question on the first page with the following specifications: Title: Which of our following services have you used in the past? Identifier: q1 FYI 66.1: If you don’t specify an identifier, you won’t be able to pipe the answer of that question. In other words, specifying an identifier is required for this tutorial.

Step 2: Create a second page for your survey, and on this page drag in a text response question type with the following specifications: Title: How do you feel about service {{ q1 }}

Step 3: Create a third page, and on this page, drag another text response question type with the following specifications: Title: Would you like to try {{ q1 }} in the future?

Step 4:

Create a fourth page, and on this page, you can put anything that you wish, since the page will be used as a pivot point to show that the shift in looping has ended. However, for the tutorials sake, add a Dropdown question type with the days of the month. Step 5: Right click on “q1”, and click on the “Looping” link in the dropdown. In the looping wizard, you’ll see a single option, “First Looped Page”, which allows for the option to select where the first loop begins. As you select the page (Page 2 in this case) the options grow. In addition, please select Page 3 as the “Last Looped Page”.

Now press the “Ok” button so that the looping options take hold. Step 6: Now that looping has been attached to your survey, “Save” your survey, and click “Preview”: When the respondent selects the services they’ve used on page 1, they’ll be asked follow-up questions (whether they liked the service and whether they’d use it again), for each service that was selected. Then, when they’ve reached the end of their selected choices, they will be presented with the rest of the survey, which in our case asks to select a day of the month.

66.3: PIPING FROM THE POINT OF VIEW IN ANALYTICS

Once responses start pouring in, you will start to notice a slight difference in the Response Table when viewing it under Analyze. The wording, “loop” will be peppered across the columns.

This, in short, indicates which options on Page 1 the user selected, and what the answers after the fact were. In addition, the Reports section will also show this information in a similar fashion.

67: LOOPING (PART II)

67.1: TUTORIAL: EXAMPLE OF USING LOOPING Tutorial 67.1We are going to show you how to use looping with a Multiple Choice Grid. We are going to create a four page survey where the first page will ask the respondent how satisfied with the product they were. The second page of our survey will ask the respondent how much time with the service, which they specified in the first page, they use.

Step 1: Create a survey and put a Multiple Choice Grid question on the first page with the following specifications: Title: How satisfied were you with our following services? Identifier: service Choices: Very Satisfied through N/A Variables: Service 1 through 5

FYI 41.1: If you don’t specify an identifier, you won’t be able to pipe the answer of that question into another question on another page. In other words, specifying an identifier is required for this tutorial. Step 2: Create a second page for your survey, and on this page, drag in a text response question type with the following specifications: Title: What didn’t you like about service ,, service --

Step 3: Create a third page, and on this page, drag a Yes/No question type with the following specifications: Title: Would you consider using {{ service }} in the future?

Step 4: Create a fourth page, and on this page, you can put anything that you wish, since the page will be used as a pivot point to show that the shift in looping has ended. However, for the tutorials sake, add a Dropdown question type containing the days of the month.

Step 5:

In the looping wizard, there is a slight difference when comparing this to Section 66. Each individual choice within the Multiple Choice Grid Question Type has a trigger. For the sake of time, we only selected “Unsatisfied” and “Very Satisfied”. When these options are selected, looping will unfold. The pages we’ll loop are the same as Section 66; “First Looped Page: Page 2” and Page 3 as the “Last Looped Page”.

Now press the “Ok” button so that the looping options take hold. Explanation 67.1: You do not have to use piping along with looping, but since looping is used primarily with the fishing of why certain options may have been selected, it could be advantageous to use the features together. If you are unsure on how to use piping, please refer to Section 39, as we have a detailed stepby-step analysis on how to accomplish such a feat.

Step 6:

Now that looping has been attached to your survey, “Save” your survey, and click “Preview”: When the respondent selects either “Unsatisfied” or “Very Satisfied” for a service listed on Page 1, they’ll be asked follow-up questions about that service (whether they’d use the service again and what they disliked about the service). When they’ve answered the follow-up questions for each service that they selected, they’d continue on with the rest of the survey.

68: LOOPING (PART III)

68.1: TUTORIAL: EXAMPLE OF USING LOOPING

Tutorial 68.1: In this tutorial, we’re going to show you how to use looping with a Text Response Grid. We’ll create a two page survey where the first page will ask the respondent to list the people they’ve worked with, and the second page will ask the respondent what they thought of the person(s) they selected on page 1.

Step 1: Create a survey and put a text response grid question on the first page with the following specifications: Title: List the people that you worked with… Identifier: q1 Variables: 1 through 10. However, for the sake of time, we will only put 1 and 2. Subsequently, this will only create 2 text areas to type.

FYI 68.1: If you don’t specify an identifier, you won’t be able to pipe the answer of that question into another question on another page. In other words, specifying an identifier is required for this tutorial.

Step 2: Drag a Yes/No question on the second page with the following specifications:

Title: Did you like {{ q1 }} ?

Step 3: Right click on “q1”, and select “Looping” from the dropdown menu. In the looping wizard, there is a slight difference when comparing this to Section 66 and Section 67, in so far that a new checkbox option is present, “Extract only unique responses”. This option, though unchecked for this tutorial, allows for only unique responses to be provided within the looped question (q1). What this means is that if the respondent inputs 2 instances of “John Cole” in the text areas, then the looping logic will know that they’re not unique, and will only take 1 of the instances. The pages we’ll loop are the same as Section 40; “First Looped Page:, Page 2” and Page 3 as the “Last Looped Page”.

Finally, press the “Ok” button so that the looping options take hold. Step 4: Now that looping has been attached to your survey, “Save” your survey, and click “Preview”:

When the respondent types in the individuals they’ve worked with on Page 1 and clicks next, they’ll be asked, “Do you like ,, q1 --” (which will populate with a name). Depending on how many names were inputted into question 1, when the user clicks next, they will either be asked the same question but with a different name again, or brought directly to the Thank you page, which is the end of the survey.

69: CONSTANT SUM 69.1: WHAT IS CONSTANT SUM?

A constant sum question will require the answers given for a set of variables to add up to a specified value. For example, if you create a text response question with 5 variables, you can assure that the values entered for those 5 variables add up to 100. 69.2 TUTORIAL: EXAMPLE OF USING CONSTANT SUM

Tutorial 69.1 In this tutorial, we’ll show you how to set up a constant sum question. We’ll use a text response grid question type to ask respondents what percentage of their budget was spent in a set of categories, and we’ll require the inputted values to add up to 100%.

Step 1: Create a survey and put a text response question on the first page with the following specifications: Title: What is your marketing budget? Identifier: budget

Step 2: Create a second page for your survey, and on this page drag in a text response grid question type with the following specifications: Title: Of the ${{ budget }}, how much (in %) did you spend in the following categories? Variables: Category 1 through 4, with an “Other” option.

FYI 69.2: The $ before {{ }} has no bearing on piping other than to provide a frame of reference as to what the value is an indication of

Step 3: In order to make sure that the values entered for the variables add up to 100, we must provide the Sum total. To do so, click on “Options” in your left hand side editor, and beside where it states, “Sum”, enter “100”.

A respondent’s answers for this question will now have to add up to 100. If the total is more or less, they’ll be presented with an error message.

70: EXTRACTION 70.1: WHAT IS EXTRACTION? Data extraction is the act or process of retrieving data out of a previous data source for further data processing (in the case with surveys, part of another question). Essentially, data extraction allows the selected choices from one question to appear in a following question. 70.2 TUTORIAL: EXAMPLE OF USING EXTRACTION

Tutorial 70.1: In this tutorial, we’re going to ask respondent’s to select their favourite soft drinks from a list. We’ll then ask a follow-up question in which only the selected soft drinks will appear as choices.

Step 1: Create a survey with 2 pages, and on the first page insert a checkbox question resembling the following: Title: Which of the following soft drinks have you tried? Choices:  Coca Cola  Pepsi  Ginger Ale  Sprite  Root Beer  Club Soda Identifier: drinks

FYI 70.1: You will need to have an identifier on questions you are going to be extracting from. With any advanced functionality, identifiers are going to be required.

Step 2: On the second page of the survey add a multiple choice question like the one below:

Step 3: Select the multiple choice question, and click on the “Extraction” button in the left side editor. This button can be found under the “Choices” section. Step 4: Select the extraction source, meaning the question from which you’d like to extract choices. The questions will be listed using their identifiers, so in our case, we’ll select the “drinks” question.

This will cause all of the choices from the first question to appear in the editor, but don’t worry, when the survey is being taken, only the choices selected in the first question will appear in the second question.

71: DYNAMIC QUOTAS 71.1: WHAT ARE DYNAMIC QUOTAS? Dynamic quotas allow for the surveyor to limit the amount of responses for a given question. If the response limit is reached for a particular question, then the survey can be exited, terminated or finished, the question can be hidden, or no action can be carried out. 71.2 TUTORIAL: EXAMPLE OF USING CONSTANT SUM

Tutorial 71.1: In this tutorial, we’re going to use dynamic quotas to limit the amount of respondents we receive from a particular age group. We’ll create a question asking respondents to specify their age group, and we’ll restrict the “Under 18” and “18-24” categories to 2 responses each.

Step 1: Create a survey and include a “Section Heading” on the first page explaining the restrictions that are in place.

FYI 71.1: A first page is not required, but it is the most common practice to provide a brief message as to what will happen if the user selects a certain response, and sees a specific path unwind. The message can, for instance, simply contain a paragraph along the lines of, “If you see the Termination Page, it is because we are not accepting any more answers from the 18-24 Age Category”, or something to that effect. Step 2: Create a second page for your survey, and on this page drag in a Multiple Choice question with the following specifications: Title: What is your age? Identifier: age

Choices:Age categories. The age groups can quickly be applied by selecting “Age” within the “Bulk” feature.

Step 3: Create a third page for your survey, and on this page drag in a Yes/No question type with the following specifications: Title: Have you participated in this survey before?

FYI 45.2: Advanced quotas can be used on any question types.

Step 4: Click on the “What is your age?” question found on Page 2, select the “Page” tab on the left hand side, and click on “Edit Advanced Quotas” FYI 71.3: Advanced Quotas are available to all Ultra+ Plans.

An “Advanced Quota Wizard” will appear, and here you’ll be able to specify how many responses you’d like to receive for a particular question or choice within a question, and the action that you’d like carried out once this response limit is reached. You can also specify that type of responses that you’d like to have counted towards to quota. You can choose: All, Completed, Incomplete and Terminated. All: When the number of responses for all categories, seen below, have been satisfied, then the rule is applied. Incomplete: When the number of Incomplete responses reaches the provided value, then the rule is applied. Complete: When the number of Completed responses reaches the provided value, then the rule is applied. Terminated: When the number of Terminated responses reaches the provided value, then the rule is applied. For the purpose of this tutorial, we’ll set the quota at 2 Completed responses. We’ll also have to specify for which question and choice we’d like the quota to be set. In our case, we’ll select the “What is your age?” question and the “Under 18” choice.

Now, only two respondents will be able to select the “Under 18” choice and continue on through the survey. The third and subsequent respondents who select this choice will be exited from the survey. FYI 71.4: The Quota Page can be customized from the “Publish” settings page.

72: UNCONDITIONAL SKIPS 72.1: WHAT IS UNCONDITIONAL SKIPPING? Unconditional skipping will allow you to redirect your respondents to a certain page within the survey when simple branching rules are not met.

Tutorial 72.1: In this tutorial, we’ll show you how to implement an unconditional skip in your survey.

Step 1: Create a multi-page survey with your desired questions. Click on save and navigate to the page where the unconditional branching will take place. Step 2: Click on the “Page” tab in the left hand side survey editor. Here you will see an option labeled “Unconditionally skip to: (?)”, with a drop down menu beside it. This drop down menu will give you the option of skipping to each of the remaining pages in your survey, the Termination Page or the Finish Page. Choose the page to which you’d like to skip respondents.

FYI 72.1 Unlike advanced branching, basic skipping does not require questions to have identifiers.

73: EMAIL ME ACTION 73.1: WHAT IS AN EMAIL ME ACTION? Under your Page tab, in the survey editor, you can click on “Edit Survey Logic Rules” and proceed to add advanced branching logic [link] to your survey. Within advanced branching, there is an option to have an e-mail sent you (as the survey creator or admin) if a certain response criteria is met.

74: SKIPPING TO RANDOM PAGE 74.1: WHAT IS SKIPPING TO A RANDOM PAGE? Skipping to a random page is a branching logic rule that will send a respondent to a random page based on a previous, or set of previous, responses. You can also skip respondents to a random page within a set (for example, skip a respondent to page 4,5,6,7 or 8). 74.2 TUTORIAL: EXAMPLE OF USING SKIPPING TO A RANDOM PAGE

Tutorial 74.1We are going to show you how to use skipping to a random page. We are going to create a six page survey. The contents on each page, for the purpose of this tutorial, are irrelevant. However, Page 1 will have a simple Yes/No question, and when “Yes” is selected, the responded will be randomly skipped to either page 2, 3, 4, or 6. Step 1: Create a survey and put a text response question on the first page with the following specifications: Title: Do you like this survey? Identifier: yesno FYI 74.1: If you don’t specify an identifier, you will not be able to add random page skipping. In other words, specifying an identifier is required for this tutorial.

Step 2: Click on the “Page” tab in your left side editor and select “Edit Survey Logic Rules”. Click on “Add branching logic” and input the following logic condition: If “yesno” - “equals” - “Yes” then “Skip to a random page” and the enter “2, 3, 4, 5”

Now, select “Save”, and the branching logic will be added to your survey. When a respondent answers “Yes” to the “Do you like this survey” question, they’ll be randomly taken to page 2, 3, 4 or 5.

75: HIDE/DISABLE QUESTIONS 75.1: WHAT IS HIDE/DISABLE QUESTIONS? A survey question can be hidden or disabled based on the answer(s) to a previous question(s). When a question is hidden, it won’t appear in the survey. When it is disabled, it will appear, however it won’t accept any responses. 75.2 TUTORIAL: EXAMPLE OF HIDE/DISABLE QUESTIONS

Tutorial 49.1 In this tutorial, we’ll show you how to hide/disable questions using advanced branching. We’re going to create a one page survey with three questions. When the user clicks “Yes” on the first Yes/No question, the second question will be hidden, and when the user clicks “No” on the first Yes/No question, the third question will be disabled. Step 1: Create a survey and put a Yes/No question with the following specifications: Title: Have you seen the movie Annie Hall? Identifier: anniehall FYI 75.1: If you don’t specify an identifier, you will not be able to add advanced branching to your survey. In other words, specifying an identifier is required for this tutorial.

Step 2: Drag another Yes/No question onto the page, and set up the following specifications: Title: Did you like Annie Hall? Identifier: seenanniehall

Step 3: Drag a third Yes/No question onto the page with the following specifications: Title: Would you recommend the movie to your friends? Identifier: recommend

Step 4: Click on the “Page” tab in your left side editor and select “Edit Survey Logic Rules”. Click on “Add branching logic” and input the following logic condition: If “anniehall” - “equals” - “Yes” then “Hide a Question” “seenanniehall”. Then, click on “Add branching logic” to input another condition, and enter: If “anniehall” - “equals” - “No” then “Disable a Question” “recommend”.

Select Save, and the branching conditions will be added to your survey. If a respondent selects “Yes” to the first question, then the second, “Did you like Annie Hall?”, will be hidden. If the respondent selects “No” to the first question, then the third, “Would you recommend the movie to your friends?”, is disabled.

76: CURRENT SCORE 76.1: WHAT IS CURRENT SCORE? Current scores are primarily used in quizzes, whereby the selected choices within a question add up to a certain value to indicate whether, for example, an “A+”, “B” or “F” grade was attained. By default, choices within a question will have scores assigned to them. The first choice in a question would have a score of 1, the second a score of 2, and so on. These scores are customizable, however. 76.2 TUTORIAL: EXAMPLE OF HOW TO USE CURRENT SCORE

Tutorial 76.1: In this tutorial, we’re going to show you how to grade a survey using current scores. We’ll create a 2 page survey with 1 question on the first page, and an indicator as to whether the respondent scored an A+ or an F on page 2.

Step 1: Create a survey and include a Multiple Choice question with the following specifications on the first page: Title: Select a number Identifier: q1 Choices: 1-10 Scale Display: Horizontal

Step 2: Add a 2nd page to your survey, and drag in a Section Heading with the following specifications: Title: You got an A+ Identifier: a-plus Step 3: Drag another Section Heading question onto page 2 with the following specifications: Title: You got an A Identifier: a Step 4: Drag another Section Heading question onto page 2 with the following specifications: Title: You got an AIdentifier: a-minus Step 5: Drag another Section Heading question onto page 2 with the following specifications: Title: You got less than an A Identifier: less-than-a

Step 6: Click on the “Page” tab in your editor, and select “Edit Survey Logic Rules”. Once in the editor, input the logic rules as listed below:

Now press “Save”, then “Save” again, and click on “Preview this page”.

When the respondent selects a value from the first question and clicks “Next”, the “Section Header” appropriately signifying the value is shown on the next page.

77: SKIPPING TO A QUESTION 77.1: WHAT IS SKIPPING TO A QUESTION? With FluidSurveys, you can skip respondents directly to a page containing a specific question. With this, they would bypass any questions that didn’t apply to them. 77.2 TUTORIAL: EXAMPLE OF HOW TO SKIP TO A QUESTION

Tutorial 77.1: In this tutorial, we’ll show you how to skip respondents to a particular question. We’ll create a multi-page survey and skip respondents to Page 2 – Question 2 when they click “Yes”, and Page 3 - Question 3 when they click “No”. Step 1: Create a survey and add a Yes/No question with the following specifications on the first page: Title: Yes Goes to Page 2, No Goes Home Identifier: q1

Step 2: Add multiple pages

Step 3: Return to Page 1, and click on the Yes/No question. Under the options menu on the left hand side, select Page 2 when “Yes” is clicked, and Page 3 when “No” is clicked.

Click “Save” and “Preview”. Now, when the user selects “Yes”, the survey logic will bring them to the appropriate page containing the correct question, and subsequently, when “No” is selected.

78: PAGE LABELS 78.1: WHAT ARE PAGE LABELS? Page labels are, in short, custom labels for pages within the survey. As opposed to using the default “Page #”, you can customize the labels. FYI 78.1: Page labels do not have a character type restriction (EX: !@#$%^&^*() or character limit. 78.2: TUTORIAL: HOW TO USE PAGE LABELS

Tutorial 78.2: In this tutorial, we’re going to show you how to set a page label. We’ll simply change the page label for the first page on a newly created survey

Create a survey and click on “Page” tab in the left hand side editor, with the following specifications: Page Label: 52: Page Labels Now, within the Administrator view, the Page 1 will be referred to as, “52: Page Labels”

79: RANDOMIZE QUESTIONS ON A PAGE 79.1: WHAT IS QUESTION RANDOMIZATION? By default, questions on a survey page are held in the same place on each and every page load. However, there is an option that can do the opposite. You can randomize the questions on a survey page so that every respondent sees them in a different, and random, order. 79.2 TUTORIAL: HOW TO USE RANDOMIZE QUESTIONS ON A PAGE

Tutorial 79.2 We are going to show you how to randomize the questions on a page. We’ll Step 1: simply create 1 page with 10 questions and enable randomization. Create a survey and put a series of questions on the page: Step 2: Click on “Page” tab on the left hand side, and select “Randomize questions on this page”

Click “Save” and “Preview this page”. On this first initial load, the questions will be different than the next reload. Refresh the page, and notice how the questions shift places.

80: SHOW BRANCHING/SKIPPING INFO 80.1: WHAT IS SHOW BRANCHING/SKIPPING INFO? By default, respondents don’t know if there is branching or skipping information on a page. Enabling this option does the opposite, and informs the respondent that there is branching logic present. 80.2: TUTORIAL: HOW TO USE SHOW BRANCHING/SKIPPING

Tutorial 80.2 We are going to show you how to show branching/skipping info. We’ll simply add two questions, branching, and enable the option to display that branching logic rule.

Step 1: Create a survey and drag a Yes/No question onto the first page with the following specifications: Title: Yes Hides question 2, No Disables question 2 Identifier: q1

Step 2: Drag another Yes/No question on the page with the following specifications: Title: Disable or Hidden. Which am I? Identifier: q2

Step 3: Add branching logic to the survey by clicking on “Page” and selecting “Edit Survey Logic Rules”,. Add the following condition: If “q1” *equals+ “Yes” *then+ “Hide a question” - “q2”. Subsequently, create another branching logic rule: If “q2” *equals+ “No” *then+ “Disable a question” - “q2”.

Step 4: Click on “Survey” tab on the left hand side, and select “Show branching/skipping info.”

Click “Save” and “Preview this page”. The respondent will now be able to see all the branching conditions on the page.

81: HOW TO CREATE A QUIZ 81.1 WHAT IS A QUIZ? A quiz, in short, is a test of knowledge, especially a brief, informal written or oral test given to students. FluidSurveys allows for the administrator to quickly, easily, and efficiently, create an online quiz. 81.2 CREATE A QUIZ Tutorial 81.2: In this tutorial we’ll show you how to set up a basic quiz. We will have a 2 page survey. On page 1, we’ll ask the user a couple of basic math questions. On page 2, we will display the total of questions the respondent answered correctly.

Step 1: Create a 2 page survey

Step 2: On page 1, drag in a Multiple Choice question type and change the title of this question so that it says, “2 + 2 = ?” Title: 2 + 2 = ? Identifier: 4 Choices: 1-10 Scale Display: Horizontal

In addition, set the display type to Horizontal:

Step 3: Duplicate the previous question 2 more times, and change the identifiers to reflect the correct answer, and the question title to be the mathematical representation of that answer. Title (Respectively): 2 + 3 = ? And 2 + 4 = ? Identifier (Respectively): 5 and 6

Step 4: In order for the “Current Score” question type to understand which is a wrong answer, and which is a right answer, the Score value will need to be set to 0 for all wrong choices, and 1 for the correct answers. In this case, a score of 1 should be set for choices 4, 5, 6, and 0 for the rest. Below is an example of setting “2 + 2 = ?”

Step 5: On page 2, add the Current Score question type with the following specifications. Title: You got { s } / 3

Save and preview your survey. When the respondent selects, for instance, 4, 3, 3, t hey will see “You got 1 / 3”.

It appears that I should work on my math skills.

82: SHOWING CORRECT ANSWERS TO A RESPONDENT In continuing to use the previous example, if you wish to display to the correct answers to the respondents for any question they may have answered incorrectly, it is as easy to achieve as it is to hide/show a question type. 82.1: TUTORIAL: HOW TO SHOW CORRECT ANSWERS

Tutorial 81.2: In this tutorial, we’ll continue with the previous example, in that page 1 contains a series of basic mathematical questions, and page 2 displays both the current score and the correct answers.

Step 1: In order to save time, we’re going to simply use question morphing *Link to #] and change the Multiple Choice question types into Section Headers. Therefore, select all 3 questions on page 1, right click, and select “Copy”

Step 2: Click on page 2, and right click anywhere within the Editor and click “Paste”. Step 3: Select a question, and in the top left corner of the Editor, select “Section Header” from the dropdown labeled “Type”

Step 4: Select page 4, and insert 3 Section Header question types, with the following specifications in respective order: Title(s): 2 + 2 = 4, 2 + 3 = 5, 2 + 4 = 6 Identifier(s): a4, a5,

a6 Step 5: The last remaining link is to apply branching logic to the quiz. We’ll be using the “NOT” logic which will allow for the logic to remaining very simple and especially small in size. The “NOT” ensures that if any answer other than the right one is provided, then the answer will show itself.

Step 6: Create a branching logic that resembles the following:

Step 7: Now, when the respondent completes the survey, they will be presented with the correct answer for any question they answered incorrectly.

83: GIVING A GRADE [Link to 76]

84: ALLOW RESPONDENTS TO DOWNLOAD RESPONSES In some cases, a survey administrator may want to allow their respondents to download a hardcopy of their responses. To do so, it’s as easy as 1 – 2 – 3. First, the option to “Enable respondents to download their answers” must be selected. To do so, click on “Publish” > “Settings” and select the option “Allow users to download/print responses upon completion of the survey,” as seen below.

85: CREATING A POLL Unlike a survey, a poll can instantly convey to the respondent the exact results of a specific question. Therefore, in some cases, a poll may be more advantageous as opposed to something as static as a survey, which does not provide instant feedback to the respondent. To create a poll, click on “Poll” found at the top of your account. Once inside, you will notice that the user interface is slightly similar to Surveys, insofar that you simply click on “Add Poll” and away you go. Now, here is where the fun starts. Below is the screen you’re presented with after clicking “Add Poll”

FYI 85.1: The ability to create a poll comes with every account on FluidSurveys.

Once you’ve set up your poll, click on “Publish” to make it live. All created polls, including those that are “Closed” and “Live”, reside in a dashboard. From the Poll List page, you can do the same type of things you can do with your surveys, such as styling, viewing results, etc.

In addition, after clicking on, using the above example, “Yes”, the user will see the results

86& 87: EMBEDDING POLL INTO WEBSITE An added benefit of creating a poll is the ability to embed it directly into a web site. A poll, despite having a unique link, does not look as forthcoming as a survey. Therefore, it is generally advisable to embed a poll on a web site. To embed a poll, click on “Publish”. Doing so will bring you to a new page as seen below.

This page contains the necessary code needed to display your poll directly on your website. Simply copy it into your site’s HTML. FYI: A basic understanding of HTML is needed when implementing your poll into your web site

Tip 63.1: Additionally, the code to embed a poll can also be used on numerous blogging platforms, such as WordPress.

88: POLL PUBLISHING OPTIONS Each poll comes with a slew of options that allow for additional customizations. Below are a series of poll options that can be modified.

Poll Name Question Response Choices Response Restriction

Expire Restrictions After

Poll Publishing The name of the poll for personal referencing Appears as the subject of the poll Choices the respondent can select The response restrictions for the poll, which has options as seen below  No Restriction The poll can be answered multiple times by the same person  Restrict by cookie Only one response per computer  Restrict by IP Only one response per household A response restriction can revert to the default (Restrict by cookie) after a defined amount of time  Never



24 Hours



Poll Results

Display Options

1 Week Results for polls can be suppressed or tweaked for aesthetic reasons.  Display poll results and vote totals Show both percentage and total votes for a choice  Show only percentages Only show the percentage of people that voted for a choice  Hide all result Do not display real-time information of the current poll statistics By default, a poll is voted on by selecting a radio button and clicking “Vote”. However, by enabling, “replace radio buttons with links”, the links

89: MAKING YOUR SURVEY LIVE Surveys created in FluidSurveys are, by default, closed. This means that unless an individual is logged into the survey creator’s account, they will not have access to the questions. “Closed mode” allows the survey creator to build and test their questionnaire in a private and secure environment (Any responses submitted by the creator while the survey is closed will be marked as “Test Data” and can be deleted before going live). 89.1 HOW TO MAKE A SURVEY LIVE In order to make a survey accessible to the public, it must be set to “Live”. There are two ways to do this. On your main account page there is a toggle button beside every survey. Clicking on this will change the survey status from closed to live.

The same toggle button is located on the Publishing page, and the survey can be set to “Live” or “Closed” this location as well.

Once your survey is set to live, you will be able to start collecting responses from the public. You can open, close and re-open your survey at any time and the data will not lose any of its integrity. 89.2 MODIFYING A LIVE SURVEY Once a survey is live and has gathered responses, there are certain modifications that can be made, while others should be avoided.

Acceptable Changes: These modifications can be made while responses are being, or have been, collected and will not affect the integrity of the data.

- Changing the order of questions (Moving questions around on the page, or between pages). - Changing the wording of questions. - Add new questions. Unacceptable Changes: These modifications cannot be made while responses are being, or have been, collected as they will affect the integrity of the data.

- Deleting questions: Once you delete a question, all of the responses that have been collected for that question will be cleared from the results with no possibility of recovery.

- Re-arranging choices in a question: If you change the order of choices in a question, the responses will no longer correctly match up, resulting in data integrity issues. Responses are stored based on the location of the choice, not the name of the choice.

90: DELETING YOUR TEST DATA When the survey is in “Closed” mode, the administrator can still contribute responses while testing by clicking on the “Preview” icon. These responses are recorded in analytics but are marked as “Test Data”. 90.1 HOW TO DELETE TEST DATA Test Responses are recorded in analytics however they are easily identifiable and deleted so to not skew actual results.

To delete test data, click on the Actions dropdown and select “Delete all test data”.

Using this same method, it’s also possible to delete individual test responses, or regular responses. You can either delete all, or check off selected responses and delete only those.

FYI: Once a response is deleted, whether a test response or a regular response, it cannot be recovered. It’s extremely important to exercise caution when deleting responses to assure that only the data you want to clear is cleared.

91: EMAILING YOUR SURVEY LINK Once your survey has been created and is ready to gather responses, you can distribute your survey link. However, before doing so, it’s important to make sure that your survey is finalized and set to live. 91.1 SENDING OUT YOUR SURVEY LINK The survey link can be found by going into the Publishing section, under the Deployment tab.

Respondents will be able to gain access to your survey through that link, and you can distribute it in a variety of ways. You can post it online (on your website or a social media page), paste it into an email, send it out in paper form, etc. Another method of deploying your survey is via FluidSurveys’ invite tool. 91.2 CUSTOMIZING YOUR SURVEY LINK The default URL for a survey is generated based on the account’s username and the survey title, but it is possible to customize it. To do so, click on the “Customize this URL” link next to the Online Deployment URL field. You will then be prompted to enter a new address.

FYI: The “app.fluidsurveys.com/s/” portion of the URL must always be present.

92: USING GET VARIABLES AS COLLECTORS/CHANNELS GET Variables allow you to pre-code responses coming from specific URL’s. They act very much like collectors/channels and can be very useful when sending out a survey to multiple groups as they would allow you to see which responses came from which group. [Link to 77]

93: POPUP SURVEYS One way to distribute a survey is via a pop-up window on your website. FluidSurveys offers this functionality on Ultra and Enterprise level accounts. 93.1 EXPLORING THE POP-UP TOOL In order to deploy a survey using a pop-up window, you must first proceed to the Publishing screen and click on the “Create customizable popups to show this survey on your site” link.

Then, click on the “Add new popup” link. FYI 67.1: There is no limit to the amount of pop-ups a single survey or user can use.

The Pop-Up Tool will feature 4 tabs: Settings, Messages, Style and Code.

Under the Settings tab, you’ll find numerous features: Feature

Function

Name

The identifying name of your popup. It will be visible only to you, not respondents.

Identifier

A custom value which prevents your pop-up from showing twice to one visitor.

Enabled

Dictates whether the pop-up is to be disabled or enabled

Pop Over

Forces the pop-up to stay in the foreground

Use Standby Page

Ask the user before going to the survey if they wish to take the survey after leaving your web site

Display Effect

Outlines how the pop-up will fade into view

Language

The language of the standby page

Percentage

Holds the value as to how many people the pop-up should be displayed to

Frequency

The value for how often the pop-up will display

Delay

How long the pop-up takes to display on your web page

Postpone Length

How long before the pop-up displays on your web page

Once you’ve entered the settings, you can simply copy and paste the automatically generated code into your website’s HTML.

94& 95: EMBEDDING YOUR SURVEY (PART 1) As an alternate to sending out your survey link via e-mail (using the invite tool or your personal e-mail), FluidSurveys gives you the option of embedding the survey directly into your website, so anyone who visits the site will be able to respond. There is, of course, a quick and easy way to do this using a few keys steps! FYI 94.1: The embed code used to place your survey on a website or in a blog comes standard with both the Ultra and Enterprise accounts. 94.1: WHERE CAN I FIND THE IFRAME TO EMBED CODE? In order to add the survey into your website, it’s as easy as copy & paste as FluidSurveys has already done the coding work for you! Go into the Publish section of the software and on the main page, there will be a tag that says “Embed Code”. Beside this, there will be a text box filled with the embed code. Go ahead and highlight this code paste it directly into the HTML of your website or blog. You can manually add extra HTML code (to change the height and width, for example) directly into the code. As you go, you can refresh your website at any time to preview the changes in your survey. Example of changing/adding HTML: Within the IFRAME tags you can add height: 450px or width: 65px. Nevertheless, below is an image of the code for the IFRAME.

The survey will take on the default style that we provide and the themer will allow you to dynamically modify what your survey looks like. If you have WordPress, you can take the provided code and copy and paste it into a “Post” or “Page”.

96: SHARING YOUR SURVEY ON TWITTER/FACEBOOK AND MORE… Any survey you create can keep itself close to the pulse of Internet society with the click of a button. You can easily deploy your survey directly on any of your social networks: 

Twitter



Facebook



Digg



Reddit



Delicious



Google Buzz

To perform a social network release, click on “Publish” and then select which web site you wish to post on. A popup window will appear asking for your login credentials, and once the information has been inputted, you’re done. It’s easy as 1 – 2 – 3.

97: KIOSK MODE (GREAT FOR IPADS, LAPTOPS, TOUCHSCREEN DEVICES) Deploying your survey in kiosk mode allows you to assign a short survey as an "entrance" survey. The entrance survey runs only "one time" when you first run your survey and then the torch is passed to your main survey. Your main survey will then run in a loop. The responses to the entrance survey will be pre-pended to all responses gathered in that session. When you select “Use this survey in kiosk mode”, a new option will appear which whereby you can select which survey you wish to have appear BEFORE the main survey. In this case, “Entrance Survey” will appear before the main survey.

98: YOUR SURVEY URL IN DIFFERENT LANGUAGES A selling point of FluidSurveys is the ability to present a survey in a number of languages (62 to be exact!) which allows for a survey to be deployed in those languages. If, for instance, your survey has English, French and German as the survey languages, then you can send respondents either an English, French or German link. To do so, click on “Publish” and immediately, you’re given the option to select the “Online Deployment URL” language. From the dropdown, select the language of choice.

As you’ll notice, French has been selected, and the “Online Deployment URL” immediately switches to langfra (Indicating French)

99: EMAIL INVITES (PART 1 – SENDING INVITES) 99.1: WHAT IS THE SURVEY INVITATION TOOL? FluidSurveys’ comes equipped with an invitation module through which survey links can be sent to potential respondents via email. Contacts can be added manually (one by one or in bulk) or imported directly from a third party address book. After the invitations are sent, the survey creator can keep track of who has received, viewed or completed the survey. 99.2 WHAT DO SURVEY INVITATIONS CONTAIN? Survey invitations sent with the invitation module contain a customized message and a unique survey link through which the recipient can access the survey. The link includes a unique code that can identify the respondent and can be used by the respondent to re-gain entry and edit the survey, even after it has been submitted. FYI 99.1: In order to allow respondents to re-enter the survey using their invite link, you will have to enable the setting allowing respondents to edit their survey after it has been submitted. 99.3 TUTORIAL: COMPOSING A SURVEY INVITATION

Tutorial 99.1: In this tutorial, we will show you how to compose a survey invitation that will be sent to potential respondents.

Step 1: Navigate to the “Publishing” Section of FluidSurveys and select the “Use our invitation tool to deploy this survey via email” link. Tip 99.1: Before sending out your survey, make sure that it is set to “Live”.

Step 2: You can now compose the subject of your invite along with the message. Typing in a name in the “Send e-mail from:” field will make that name appear as the sender. If you leave this field blank, the email will appear as coming from the individual to whom the account is registered.

Figure 73.3.1

The survey link is automatically inserted into the message with html code. To move it around within your message, simply copy and paste the code wherever you’d like.

Figure 73.3.2

FYI 99.2: The “Sent From” email address will always appear as the email that is registered with the account, even if you change the name of who the invitation is coming from. If you’d like to change the email as well, you’ll have to enter the new email address in the “Sent From” field using the format 99.4 SENDING INVITATIONS Once you’ve composed your invitation message, you can begin sending it out to potential respondents. You can a) add contacts individually b) create and add lists c) by import contacts. 99.5 ADDING CONTACTS INDIVIDUALLY Adding contacts individually is a very quick and simple process. Simply scroll down to the “Send To” box and click on “Add a Contact”.

Figure 73.3.3

A pop-up box will appear and you’ll be able to enter the individual’s name, email address and however many custom fields you’d like (for example, age, occupation, sex, etc).

Figure 73.3.4

Once you’ve added your contacts, they’ll appear in the summary box. There, you can double check if all of the addresses and names are correct, and delete contacts, if necessary.

100: EMAIL INVITES (PART 2 – SENDING REMINDERS) It can often be useful to send out reminders after your survey invitations have been sent. Perhaps individuals may have forgotten about the first email, or it got lost in an overcrowded inbox, etc. Reminders can give potential respondents the little nudge they need to provide you with some valuable feedback. The process of sending reminders using FluidSurveys is fast and simple. First, from the left hand side toolbar, select the “Reminders/History” button. On this screen, you’ll see a history of all of the survey invitations and reminders that you’ve sent out.

Clicking “Review” will show you what was written in the message, to who it was sent and the status of each contact (whether they’ve completed the survey or viewed/ not viewed the survey invite). To compose a reminder, click the “Compose Reminder” link. You’ll then be able to enter your reminder message and specify to who the reminder should be sent. To do so, click on “Advanced Options”, and you’ll be able to select whether you want it sent to everyone, only to those who’ve viewed the invite, only the ones who haven’t viewed the invite, etc. Once you’ve inputted your settings, click on the “Send Reminders” button and your reminder email will be sent out.

101: EMAIL INVITES (PART 3 – IMPORTING CONTACTS) If you have a large collection of contacts that you’d like to invite to take your survey, it might not be feasible to add them individually. In this case, you could bulk import contacts from an .XLS or .CSV file. Address book programs (Outlook, Gmail, Lotus, etc) typically allow you to export contact lists directly into .CSV or .XLS, so you can either use these programs or create your own file. Explanation 101.1: In order for your contacts to upload properly, the file has to contain the two columns: “Name” and “Email”. Additional columns can also be imported into your FluidSurveys’ address book.

Once you’ve created your .CSV or .XLS file, select the “Import Contacts” button under the “Individuals to Invite” label. A pop-up will appear prompting you to select your file from your computer and upload it to FluidSurveys.com. Once you’ve uploaded your contacts, they’ll appear in the summary box.

102: EMAIL INVITES (PART 4 – CUSTOM VARIABLES) Custom variables allow for additional information to be uploaded with contacts, and these can then be viewed alongside their responses. Explanation 102.1: In order for your contacts to upload properly with custom fields, the file has to contain the two columns: “Name” and “Email”, in addition to the Custom Fields, which do not need to follow any specific order.

When the .CSV file has been successfully imported as outlined in Section 101, and you have been taken to the summary box, clicking on the pencil will bring up a new window providing the custom variables from the .XLS or .CSV file. You can then add use each custom variable when sending out email invites.

103: EMAIL INVITES (PART 5 – COLLECTORS/CHANNELS) In addition to uploading custom variables, as seen in Section 102, you can go even farther and send out custom links based on these variables. For example, if you wish to send a survey to Students and Professors, but want to distinguish between the two groups. With the Email Invite tool, that is distinction between the two can be easily done.

104: EMAIL INVITES (PART 6 – CREATING LISTS & ADDRESS BOOK) Another option when sending out invites is to create and use lists. Lists are very useful as they can store and organize contacts in your account, and can be used to invite respondents to multiple surveys. Tutorial 104.2: In this tutorial, we’ll show you how to create and send invitations to a list of contacts. In this example, we’ll create our list by importing contacts from an .XLS file while also adding contacts from our existing address book. Step 1: Select the “Create a New List” link under the “Send To” menu.

Step 2: Enter a name for your list and click “Save”. Step 3: Select the “Import Contacts” button to import your .CSV or .XLS file of contacts. This process is the same as when you import contacts into the main invite interface.

FYI 104.3: You can also add contacts individually into your list by clicking the “Add a Contact” button.

Step 4: Select the contact list from your computer and upload it to FluidSurveys.com. Step 5: Once your list has been uploaded, you’ll see the contacts in the summary box. After double checking that everything is in order, select the “Back to Message” button and your list will be saved automatically.

FYI 104.4: To edit this list, or any other list, simply double click the name in the left side column. Step 6: After we’ve imported our contacts into the list, we can still add additional individuals. Say that we want to include people who weren’t in the uploaded file, but are already in our address book. To add them, we have to go into our address book. Step 7: In the address book, every email that you’ve sent an invitation to in the past will be shown (unless you’ve manually deleted them). To add people to an existing list, highlight the individuals and select “Add selected to existing list” from the other options dropdown box.

Step 8: Select to which existing list you’d like to add the contacts to and click “Append Contacts”.

Step 9: Once your list is ready, you can add it to your invite. Click on the “Add a List” button in the “Send to” menu and select which list you’d like to add from the dropdown. Then, you can send your invitation to everyone in that list.

FYI 104.5: Contacts in a list will not appear in the summary box.

FYI 104.6: You can add multiple lists to one invitation, and you send invitations to lists at the same time as you send them to individually added, or imported, contacts.

105: EMAIL INVITES (PART 7 – UNSUBSCRIBE) At any point, a respondent can unsubscribe from the mailing list of your survey. When, or if, a respondent opts out of receiving any updates, you will see within the “Send Reminders” section, the word “Unsubscribed”, as seen below.

106: CREATING INVITE CODES It is sometimes appropriate to restrict access to your survey so only select individuals have access to it. A perfect way to do this is with invite codes. 106.1: HOW ARE INVITE CODES DISTRIBUTED? Invite codes can be distributed in two ways. If the FluidSurveys’ invitation module is used, the invite code will automatically be appended to the invite link in the email and no work on the part of the respondent is required. If the invitation module is not used, the survey creator can manually generate the invite codes for their survey (as many as necessary). They would then have to provide a unique code for each potential respondent as access to the survey would not be granted without a code.

107: INVITE ONLY SURVEYS 107.1 WHAT ARE INVITATION ONLY SURVEYS? Invitation only surveys can only be accessed by individuals who have been provided with a unique invite code. Explanation 107.1: Invite codes are randomly generated 5 character codes (composed of letters and numbers). They’re different from passwords as they cannot be customized and are randomly generated for each respondent. No two invite codes would be the same. 107.3 CREATING AND DISTRIBUTING INVITE CODES WITH THE INVITE TOOL If the survey is to be distributed using the survey module, the process of using invite codes is very simple and painless. The first step is to go into the Publishing screen and select the Settings tab. Then, choose “Other Options” from the left side menu and check the box labeled “Invite only (Only allow users with a valid unused invite to take the survey)”. Save your changes, and proceed to send out your invitations. The unique code will automatically be appended to each recipient’s link, and they’ll be able to access the survey using this link in their email.

FYI 107.1: Anyone who tries to access the survey through a method other than the link received in the invitation email will be asked to enter their unique invite code. The code can be found at the end of the provided URL: http://fluidsurveys.com/surveys/test/testsurvey/?code=FtzX9&l=en

107.4 CREATING AND DISTRIBUTING INVITE CODES WITHOUT THE INVITE TOOL If the invite module is not going to be used to send out the survey invitations, unique codes can still be used. The first step is to enable the “Invite Only” feature for the survey, as seen above. Then, navigate to the “Invite Screen” and select “Tools” from the left hand side bar. This will bring you to a screen where you can generate invite codes. Specify the number of invite codes that you will need (should correspond to the number of potential respondents) and select “Generate Codes”. When this is pressed, all of the unique codes will appear. These will have to be sent to each potential respondent, and they will either have to be entered by the respondent prior to taking the survey or you can insert it into the survey link for them.

Tips 107.1: Exporting your list of invite codes will provide you with a spreadsheet that includes all of the codes already inserted into the survey link.

108: ANONYMOUS SURVEYS With FluidSurveys, it’s possible to create and distribute completely anonymous surveys, meaning that the system would not store any identifying data about the respondent (email address, I.P, location, etc). 108.1 CREATING AN ANONYMOUS SURVEY After you’ve finalized your survey questions and are ready to begin collecting data, making sure that the responses are kept anonymous is a very simple process. First, proceed to the Publishing menu and from there, select the Settings tab. You will then have the option of enabling/disabling features such as tracking the respondent location and IP address, or making the survey completely anonymous. By selecting the field labeled “Make this survey anonymous”, you will assure that no identifying data about the respondent is collected. FYI 108.1: Once a survey is set to be anonymous, this setting cannot be undone.

109: EMAIL INVITES AND SAVE & CONTINUE LATER OPTION FluidSurveys is equipped with a feature which, when enabled, allows respondents to save their survey answers and continue their questionnaire at a later time. When this feature is enabled and the survey invitations are sent using FluidSurveys’ invite tool, a respondent can regain entry to their answers by clicking on the invite link in the original email that they received. They will then be taken to the spot in the survey where they left off.

FYI 109.1: If the “Allow users to Edit their Responses” feature is enabled, users would also be able to regain entry to their survey using the original invite link. However, they would be taken to the beginning of the questionnaire, not to the exact spot where they left off.

110: MULTI-MODE SURVEYS FluidSurveys allows users to distribute surveys through numerous means: Links, Invites, Embedding, and Pop-Ups. These methods can be used exclusively, or in combination, and all of the results will be entered into the same database. An individual could therefore use the invite tool, pop-up tool and embedding feature on one survey, and all the responses would be visible together in one place.

111: TELEPHONE SURVEYS FluidSurveys allows users to distribute surveys through numerous means: Links, Invites, Embedding and Pop-Ups. These methods can be used exclusively, or in combination, and all of the results will be entered into the same database. An individual could therefore use the invite tool, pop-up tool and embedding feature on one survey, and all the responses would be visible together in one place.

A survey administrator could then, for example, enter an individual’s responses into the system while asking the questions via phone.

112: PAPER SURVEYS FluidSurveys provides users with the flexibility to either transfer surveys from paper to an online format, or from an online format to paper. 112.1 PAPER TO ONLINE Transferring a survey from paper to FluidSurveys is a very simple process. With the wide range of question types available, a user can simply duplicate their survey using the question editor. It’s also possible to transfer results gathered from paper surveys into the online interface, allowing the administrator to make use of analytics and export features. 112.2 ONLINE TO PAPER A scenario could unfold where it’s necessary to create a paper copy of an online survey. To accommodate this, FluidSurveys allows users to export their online survey into either a .DOC or .PDF. Users must go into the analytics interface and select the “Export” option from the top right corner.

An option will then appear to export the survey questions into either .DOC or .PDF format.

Tip 112.1: Typically, it is recommended that the survey questions be exported to Microsoft Word, as they can then be edited and formatted. This possibility does not exist with .PDF exports.

113: REMOVING THE BACK BUTTON Survey administrators can remove the “Back” navigation button from the bottom of their surveys. This would prevent respondents from going backwards and editing their answers while taking a survey. As soon as the respondent presses “Next”, the answers they have submitted are saved and can no longer be altered. 113.1 HOW TO REMOVE THE BACK BUTTON In the publishing screen, under the settings tab, check off the “Remove the back button from the survey” option.

114: SAVE AND CONTINUE LATER Surveys can often be very long and detailed and therefore it’s not always feasible for respondents to complete them in one sitting. FluidSurveys contains a feature that allows respondents to save their progress and come back to it at a later date. 114.1 ACTIVATING SAVE AND CONTINUE In the publishing screen, under the settings tab, check off the “Allow user to save their survey and continue it at a later time” option.

There is also an option to have the “Save & Continue” button appear on the first page. If this feature is enabled, your survey will be equipped with a button at the bottom of every page that users can click to save their existing responses. 114.2 ACCESSING A SAVED SURVEY Once a survey has been saved, there are a couple of ways in which the respondent can regain entry to complete it. The first is through a unique link that is provided when the “Save” button is pressed.

This link can either be bookmarked, copy/pasted into a document or written down on paper, but entering it into a browser will bring the respondent back to their survey and responses.

If, however, you accessed the survey through the invite link in an invitation email (sent through fluidsurveys.com), you can regain entry to your responses by simply using this link again. 114.3 RECOVERING A LOST LINK If the invite email is deleted and/or the survey recovery web link is lost, there is a way for the survey administrator to recover the link for the respondent so they can re-enter their survey, as long as there is a way to identify which response is which (if an identifier question was asked, emails were stored, etc). If it is possible to associate the response with the respondent, then the survey administrator can go into Analytics, click on Responses, right click on the desired entry, select edit, and the URL that appears when the survey is being edited can be used by the respondent to regain entry into their survey.

115: ALLOW USER TO DOWNLOAD RESPONSES FluidSurveys comes equipped with a feature that allows respondents to download a copy of the survey questions and their responses, in .PDF format. This option is available upon completion of the survey. 115.1 ENABLING THE DOWNLOAD RESPONSES FEATURE The setting to allow respondents download a copy of the survey questions and their responses can be found on the Publishing page under the settings tab.

Once this option is checked, respondents will be presented with a link of the Thank You page of the survey allowing them to download the .PDF file.

116: CLEAR PAGE & SAVE PAGE BUTTONS FluidSurveys allows clear and save page buttons to be added to surveys. These additional buttons are placed next to the navigation buttons at the bottom of the page. The clear page button allows a respondent to delete all of the answers from the page, regardless of the question type, while the save page button saves all of the answers on the page.

FYI 116.1: By default, every time a survey respondent clicks “Next” on a survey, their answers on the page are saved. However, adding an additional “Save” button can still be very useful, particularly if there are a lot of questions on one page. It allows respondents to periodically save to protect the data against unexpected events, such as power outages, browser crashes, etc.

116.1 ENABLING CLEAR & SAVE PAGE BUTTONS The setting to allow survey creators to add clear page and save page buttons to their survey can be found on the Publishing screen under the Settings Tab in Display options.

The buttons do not have to be added together. It’s possible to only add a Save page button without including a Clear page button, or vice versa. FYI 116.2: If there are any questions marked as required, or requiring validation, the survey won’t save until the conditions are met and the question is responded to in the proper format.

FYI 116.3: Saved responses will appear in analytics. The survey as a whole will be marked as incomplete, but the answers that have already been provided will be visible.

117: EXIT SURVEY BUTTON The exit survey button allows respondents to clear all of their entered responses and exit the survey. It assures that none of their data is kept, and wipes out their entire entry from analytics. Explanation 117.1: Every time that a respondent clicks on the “Next” button at the bottom of a survey page, their answers to the questions they’ve already responded to are saved. Even if they close their browser without submitting the survey, those answers will still appear in analytics as a partially completed survey. By clicking the “Exit Survey” button, however, the entire response is cleared and is no longer visible in analytics, not even as a partial response. 117.1 ENABLING THE EXIT SURVEY BUTTON The Exit Survey button can be added by going to the Publishing screen, opening the Settings tab, clicking Display Options and selecting the box labeled “Show 'Exit Survey' button at the bottom of survey pages.”

FYI 117.1: The Exit Survey button can be used in conjunction with the Save & Continue and Edit Responses features. If this is done, a respondent can return to their survey even after responses have been submitted and viewed by the administrator and clear them, deleting an entire entry from the results.

118: ALLOW USERS TO REVIEW RESPONSES It’s also possible to allow respondents to review and print their responses before clicking submit. 118.1 ENABLING THE REVIEW RESPONSES FEATURE This setting can be found on the Publishing page under the Settings tab. The survey administrator simply has to check the box labeled “Display a button that will allow users to download a PDF to review their responses before completing the survey.”

Once this setting is selecting, respondents will have the option of downloading their responses at any point in their survey by pressing a button at the bottom of the page located beside the navigation buttons. The file will download in .PDF format. FYI 118.1: The “Review Responses” button will not appear on the first page of any survey, or on one page surveys. The “Next” button has to be pressed at least once for the questions and responses to be recorded.

Tips 118.1: When enabling the “Review Responses” feature, it’s also a good idea to enable the “Save and continue” option. Often, respondents will print out their responses in order to review them with others and do not want to submit right away, but rather, want to save their progress and return at a later time.

119: ALLOW USERS TO EDIT THEIR RESPONSES In addition to allowing users save their survey and continue it at a later time , a survey administrator can also allow respondents to re-enter the survey and edit their answers after they’ve been submitted. 93.1 ENABLING THE EDIT RESPONSES FEATURE The setting allowing respondents to edit their responses after submission is available on the Publishing page under the Settings Tab.

Unlike the Save and Continue feature, the respondent will not be presented with a link to regain entry to their survey. Users will only be able to edit their responses if the survey link was sent out using FluidSurveys’ invite tool or if the survey was set to allow just one response per computer. If either occurred, the user can simply return to the original link they used to access the survey, and they’ll be able to edit their answers (as long as the “edit responses” feature is enabled).

120: AUTO SELECTION OF CHECKBOXES By default, checkboxes afford the respondent the ability to select more than one selection, whereas a multiple choice question type is the opposite. However, there are momentarily lapses during survey creation that may be advantageous to allow for the respondent to only select one option within a checkbox. For instance, if the user selects “N/A” or, “Other, please specify”, then any choices they selected before the fact, should unselect since the aforementioned options take precedence. The ability for this type of functionality is possible through, “Exclusive Choice”, which forces all previously selected choices to become unselected. 120.1 HOW TO SET AUTO SELECTION OF CHECKBOXES Deselecting checkboxes is possible by clicking the Checkbox question type, selecting the row “Other, please specify:” for instance, and checking “Exclusive choice”. What will happen, is when the user selects, “Other, please specify”, any other selection, including text in the text response will become deselected and blank.

FYI 120.1: You can, at any point, remove the “Exclusive choice” option by unselecting the option Once selected, when the respondent answers questions as the following:

The moment, “Other, please specify:” is selected, “Self-employed”, “Not employed, but looking for work”, “Homemaker”, “Student” and subsequently, “Example” all become blank:

121: ENABLING SSL FluidSurveys comes equipped with SSL security for surveys. SSL is standard with the enterprise package but can be added to any account as an add-on (contact [email protected]). SSL will encrypt communications between the FluidSurveys’ server and survey respondents, adding a layer of security. It ensures that all data transferred between the web server and browser remains private and integral. 121.1 HOW TO ENABLE SSL SSL can be enabled by going to the Publishing Page, selecting the Settings tab, clicking on Privacy & Security from the left side menu and checking the label “Enable SSL (Secure Socket Layer) Connections”.

Explanation 121.1: Once SSL is enabled, your survey URL will contain https://. This confirms that the connection is secure.

FYI 121.1: If you’ve linked to an outside website in your survey, the connection with FluidSurveys will be secure however the connection with the other resources will not be secure. If this is the case, the https:// in the URL will look slightly different.

This could happen if you, for example, include an image hosted on another website in your survey.

122: CAPTURE IP ADDRESS & RESPONDENT LOCATION Survey creators have the option of automatically gathering IP addresses and location information from respondents. 122.1 HOW TO CAPTURE IP ADDRESSES AND RESPONDENT LOCATION These features can be found on the Publishing page, under the Settings tab, in the Privacy and Security section. To enable one or both, simply check the boxes labeled “Capture IP Address” and/or “Track Respondent Location”.

Once you check the boxes, results will begin coming in with the IP address and location information. They can be viewed in analytics, in the responses view, or in the response export . In the response viewer, the information can be seen after the “IP address” and “Location” variables are selected from the dropdown. The data will appear in each response, if it was collected. If it was not collected, the IP address will appear as 00.00.000.00 and the location will be blank.

FYI 122.1: IP and location information can be turned off and on. When it’s on, all of the responses that come in during that time will be recorded. When it’s off, none of them will. However, previously recorded information will not be deleted. It will still appear in the responses. In the Statistics section of Analytics, you will also be able to see a map of where your respondents originate from.

123: SURVEY QUOTAS Survey administrators can add quotas to their surveys. This means that they can specify how many responses they’d like to collect and once that number is reached, the survey is automatically closed and responses are no longer permitted. 123.1 IMPLEMENTING A SURVEY QUOTA Quotas can be set up by going to the Publishing page, selecting the Settings tab and clicking the “Quotas and Deadlines” link from the left side menu.

There, a quota can be set for the number of responses and/or for the number of survey completions. Responses refers to the number of individuals who start the survey (they don’t have the necessarily submit their answers at the end) while completions refers to the number of people who go through the entire survey and submit at the end.

Once the quota is reached, the survey would automatically be closed and the new potential respondents would be presented with a message indicating that the quota has been filled. 123.2 CHANGING THE QUOTA FILLED MESSAGE The message that individuals are shown once the quota has been filled and the survey is closed can be modified by going to the Publishing page, selecting the Settings tab, choosing “Change Pages/Messages” from the left side menu and then clicking on “Notifications”.

123.3 IMPLEMENTING A QUOTA REDIRECT It’s possible to automatically redirect individuals to a 3rd party website once your quota has been reached. This can be done by going to the Publishing page, clicking on the Settings tab and selecting “Redirection”. Once there, enter the desired URL into the text field.

If this feature is enabled, once the quota is filled, individuals trying to access the survey will be sent to the URL entered, bypassing all the quota filled messages.

124: SURVEY START & END DATES Survey administrators can set a start & end date for their survey. This feature automates the opening and closing of surveys. To specify when your survey should go live and when it should close, proceed to the Publishing page, select the Settings tab, and choose “Quotas and Deadlines” from the left side menu.

The survey will then automatically go live and subsequently close at the specified times.

125: REDIRECTING USERS TO DIFFERENT PAGES 125.1: WHAT IS REDIRECTION? FluidSurveys allows you to redirect survey respondents to outside URL’s in multiple scenarios: 1. when the survey is terminated, 2. when the survey is completed and 3 when the survey quota has been reached. Redirection can be set up for one, or for a combination, of these scenarios. 125.2 REDIRECTION WHEN A SURVEY IS TERMINATED A terminated survey occurs when a respondent is ejected from the survey before reaching the end due to one of their responses. The survey creator can specify which responses will result in a terminated survey. Step 1 The choices that will result in a terminated survey can be selected using the simple and advanced branching interfaces. For questions that can utilize simple skipping (Yes/No, Dropdown, Multiple Choice), simply select the choice that you would like to result in a terminated survey, and set it to branch to the “termination page”. For questions that cannot utilize simple skipping (Checkbox, Grid), the advanced branching interface will need to be used [link to advanced branching section]. Once in the advanced branching editor, select the desired question and choice, and set it to terminate the survey. Step 2 Once the responses that trigger a terminated survey have been chosen, you can specify the URL that respondents will be redirected to. This can be done by going to the Publishing screen, selecting the Settings tab, choosing “Redirection” from the left side menu and entering a URL in the field labeled “Survey Terminated Redirect”.

FYI 125.1: If a terminated survey redirection URL is not specified, respondents who have had their survey terminated would be presented with a blank page informing them that they’re survey instance was ended. 125.3 REDIRECTION WHEN A SURVEY IS COMPLETED Once a respondent completes and submits a survey, you can specify a URL to which they would be redirected, bypassing the “Thank You” page. This can be done by going to the Publishing screen, selecting the Settings tab, choosing “Redirection” from the left side menu and entering a URL in the field labeled “Survey Complete Redirect”.

125.4 REDIRECTION WHEN A QUOTA HAS BEEN REACHED [Link to 127.3]

126: INTEGRATION WITH PANELS Panels are 3rd party companies that allow for surveyors to pass through response data for a respondent, and have the company provide the results in a different manner. Response data for a respondent are passed from FluidSurveys to a 3rd party panel company by taking advantage of GET Variables. To learn about GET Variables, please see Section [Link to GET Variables] 126.1 IMPLEMENTING INTEGRATION WITH PANELS In order to take full advantage of panels and FluidSurveys, the survey link sent to a respondent must contain a GET variable. Many 3rd party panel companies will provide unique identification numbers which are used to easily distinguish between the many respondents, as seen in the image below.

In addition, in order for the GET Variable “var” 345239 to pass

Therefore, when the client clicks “Submit” on their survey, they are brought to google.com with the variable 345239 appended at the top.

127: PUT A PASSWORD ON YOUR SURVEY FluidSurveys includes numerous security and privacy measures, one of which being the ability to password protect surveys. When a survey is password protected, only those who possess the password will be granted access to the questions. There are two ways to password protect a survey. The first uses a master password (the same password for every user) while the 2nd creates a unique password for each user. 127.1: USING A MASTER PASSWORD (ACCESS CODE) A master password (Access code) can be created by going to the Publishing menu, selecting the Settings tab and choosing “Other Options” from the left hand sidebar. Then, the field labeled “Restrict Access” to this survey must be checked off, and you’ll be prompted to enter a code. There is no limit to what this code should be in terms of length or characters used.

The respondent would then be prompted for the password (Access Code) when they navigate to your survey URL. 127.2: INDIVIDUAL PASSWORDS (INVITE CODES) You can create unique passwords for each individual by using Invite Codes. Invite codes are randomly generated 5 character codes (composed of letters and numbers) which cannot be customized. No two invite codes are the same. In order to use invite codes, the first step is to go into the Publishing menu, select the Settings tab and click on the “Other options” link in the left hand sidebar. Then, check off the box labeled “Invite only (Only allow users with a valid unused invite to take the survey)”.

Once this option is selected, a respondent would have to have a unique and unused invite code to gain access to the survey. There are two ways to generate and distribute invite codes: -

Manually [Link to Invite Tool/Invite Code Tutorial]

-

Using the Invite Tool [Link to Invite Tool/Invite Code Tutorial]

128: SURVEY MODE (ONCE PER COMPUTER, ETC…) There are numerous restrictions that can be placed on a survey limiting who can contribute responses, and how many times they can contribute responses. These options can be found on the Publishing screen, under the Settings tab in the “Other Options” Section.

128.1 MANY TIMES PER COMPUTER (NO RESTRICTION) Enabling this option allows individuals to respond to the survey as many times as they’d like, from any computer. There would be no restrictions placed on respondents, and every response would be recorded as a new entry in analytics. This is the default survey mode. 128.2 ONCE PER COMPUTER (USES COOKIES/SESSIONS TO IDENTIFY USERS) This option restricts responses to one per computer. Once an individual completes the survey, a cookie is created and no one using that same computer would be able to access the survey again.

FYI 128.1: Internet browsers allow for the deletion of internet cookies, and if an individual does this, they would be able to re-take the survey (or another user would be able to take the survey) from the same computer.

128.3 ONCE PER LOCATION (RESTRICTED TO ONE IP ADDRESS) The most restrictive option, this setting limits survey responses to one per IP address. Typically, users in a household or organization all have the same IP address. Therefore, if you’d like one response per household, this would be a good feature to use, however, if you’re surveying many people in one organization, it would not be the best choice. 128.4 EMBEDDED SURVEY If you have a one page survey, you can embed it into a 3rd party website, and all of the results will be recorded to fluidsurveys.com. Selecting this option will provide you with the HTML code required to embed the questionnaire.

FYI 137.2: Multi-page surveys can also be embedded; however they would have to use an iFrame.

128.5 INVITE CODES This setting prevents anyone without a valid invite code from accessing the survey. Invite codes are randomly generated 5 character codes (composed of letters and numbers). They act as a password; however, each user has to have a unique code. No two invite codes can be the same. They can be generated and distributed manually, or via the invite tool.

129: RECEIVING NOTIFICATIONS VIA EMAIL Often times, survey creators would like to be notified as soon as they receive a response, or a particular type of response. FluidSurveys is equipped with email notifications that can alert the creator of new responses that meet specific branching requirements. 129.1 NOTIFICATIONS BASED ON BRANCHING CONDITIONS There are cases in which it’s important to be notified as soon as a certain response, or response pattern, is submitted. Perhaps there’s a serious problem that you need to respond to immediately. FluidSurveys allows you to set up scenarios which if met, will trigger an immediate message sent to your email.

Tutorial 129.1: In this tutorial, we’ll show you how to set up automatic email notifications based on specific branching logic.

Let’s say we’re carrying out a customer satisfaction survey where we’ll ask respondents how happy they were with three service offerings: our product, our staff helpfulness and our warranty offerings. In the case that someone is unsatisfied with all three portions, we’d like to be able to contact them immediately to see if there’s anything we could do to improve their experience. Step 1 The first thing to do is to set up your questions. In this case, we’ll have a simple three question survey. Step 2 Because we will be using the advanced branching interface to set up the email notifications, we have to give each of our questions a question identifier. Step 3 Once our questions have identifiers, we can begin setting up our logic by selecting the Page tab in our editor, and clicking on “Edit Survey Logic Rules”. This is done very much like in advanced

skipping , with the only difference being that instead of having the logic trigger skipping, we’ll have it trigger an email message. In our case, let’s say we want to be notified if someone selects a rating of 1 for every single question. This is how our logic would be entered:

FYI 129.1: You can have any number of branching conditions that trigger an email response. 129.2 NOTIFICATIONS OF COMPLETED SUBMISSIONS FluidSurveys can send daily updates to survey creators containing a summary of responses received in the previous 24 hour period. These updates are sent out once per day, at the end of the day. To enable this feature, proceed to the Publishing page, select the Settings tab, click on “Other Options” in the left hand sidebar and check off the box labeled “Receive Notifications”.

130: META TAGS In the case that you’re using screen readers or devices that need additional information about your survey, or if you have internal indexers and categorization, FluidSurveys allows you to insert meta tags into your survey. To do so, proceed to the Publishing screen, select the Settings tab and click on “Other Options” from the left hand sidebar. Then, select the “Add Meta Tag” link and there you’ll be able to add Meta tags.

FYI 130.1: FluidSurveys does include “No Index” Meta tags into surveys, which will prevent your surveys from appearing in search engines. This is done so private information does not appear on public search engines.

131: CHANGING/TRANSLATING ERROR MESSAGES In the case of errors that occur during a survey, messages are presented to the respondent informing them of why they are not able to proceed. FluidSurvey’s has default messages for the various errors and warnings (quota filled, survey close, question required, etc), however, it is possible to modify them. To do so, go into the Publishing Screen, select the Settings Tab, and click on Change Pages/Messages in the left hand sidebar. There, you’ll have the option of modifying the text for generic messages, errors & warnings and notifications. The messages that can be changed in each section are summarized below: Generic Messages

Thank You Page - This is displayed upon successful completion of a survey. Survey Closed Page - This is displayed when a survey is not live or has been closed. Save & Continue Page - This text is displayed when a respondent has saved their survey for continuation later.

Errors & Warnings Notifications

Question Required - Displayed above a required question when a user does not supply an answer. Termination Page - This is displayed when a survey is terminated. Quota Reached - This is displayed when a survey’s quota has been reached and a new survey taker attempts to access the survey.

Restriction Notification - This is displayed when a user is attempting to gain access to a restricted survey.

Password Prompt - Text to go along with the box for users to enter their password if required. Unsubscription Page - Modify what the users will see when they reach the unsubscription page. Invite Only Header - Header shown on the invite only page. Invite Only Page - Modify what the users will see when they are asked to provide an invite code, when the survey is set to invite only.

Invite Only Prompt - Text to go with the box asking for the user's invite code Invitation Over Used - Modify what the users will see when they try to use an invitation code multiple times.

Already Completed Header - Header shown on the page displayed when a user tries to take a survey twice.

Already Completed with Edit - Message shown when user visits a survey a second time, and is allowed to edit responses.

Already Completed without Edit - Message shown when user visits a survey a second time, and is not allowed to edit responses.

FYI 131.1: If the survey is multi-lingual, select the language for which you want to change the messages using the Language dropdown found at the top left.

132: CHANGING/TRANSLATING STANDARD PAGES By default, FluidSurveys has standard preset text for things like the “Thank You page”, various errors and warnings, notifications, etc. As the survey creator, you always have ultimate power over what goes on in your surveys, therefore these messages are, of course, fully customizable. 132.1: HOW TO CHANGE/TRANSLATE STANDARD PAGES In order to change these messages, simply go into your Publishing page and choose Change Pages/Messages. Here you will have the option of changing the following categories: 

Generic Messages



Errors and Warnings



Notifications



Button Translations

An example of text that can be changed is the Thank You page. By default, the text reads “Thank you for taking the time to take this survey”, however, sometimes this is a little too generic, and having a personalized message is more desirable. Simply go to “Publish” > “Change Pages/Messages” and you can type in your desired text into the text field. You may also want to copy and paste from a document that is already on your computer, and this is also a great option, as it saves you even more time!

FYI 132.1: Every text area within “Change Pages/Messages” can include HTML, insofar that your customization options drip with unlimited potential

133: CHANGING/TRANSLATING DEFAULT BUTTON TEXT FluidSurveys allows you to modify the text found on the buttons in your survey, in every language. To do so, proceed to the Publishing page, click on the Settings tab and select Change Pages/Messages from the left hand side bar. From there, click on Button Translations.

There, you’ll be able to change the text featured on the following buttons: Back

Next

Submit

Save Survey

Exit Survey

Clear Page

Save Page

Continue

Review Responses

Download Responses

134: SECTION HEADER Section Separators allow survey creators to include text within their survey without actually asking a question. It can be used to include an introduction or some explanatory text in your survey, pictures, endnotes, etc. If ever you simply need to convey a message without explicitly asking a question, then a Section Separator can satisfy such a role. It should be noted that, despite being able to provide a Section Separator with a unique identifier, you cannot attach logic branching rules to the question type.

134.1 EXPLORING SECTION SEPARATORS Below is a list of options available to the Section Separator Question Type. FIELD PROPERTIES Identifier: Provide a unique identifier to easily distinguish this question type. This option is None by default. Question Title: Set the title for the Section Separator which. Extra Description: If you wish to provide more information about a specific section, then you can do so within the Extra Description text area

FYI 134.1: A unique identifier must only contain alphanumeric or hyphens

DISPLAY Display side-by-side: This option allows for you to display the question type beside another question as seen in the image to the left. By default, this option is disabled. Append to previous question: This question type will be appended to the question directly before it. By default, this option is disabled. Width: You can adjust the width based on a percentage. By default, the value is 100%. OPTIONS N/A 134.2 CUSTOMIZE THE SECTION SEPARATOR QUESTION TYPE A Section Separator does not explicitly need to only convey a brief message about a section, or how to complete a task, but can be used implicitly to provide a look and feel for your survey unparalleled by any question type. By selecting display side-by-side, you can have two section headers side-by-side.

Or even selecting append to previous question, you can make it look as though the Section Separator is part of the previous question.

135: YES/NO A Yes/No question type is the simplest question type that we have. It has a default scoring mechanism of 1 (Yes) and 2 (No), and the choices are translated to their appropriate language when multiple languages resides on a survey. Yes/No questions are perfect when you need quick and easy page skipping based on the response.

135.1 EXPLORING YES/NO Below is a list of options available to the Yes/No Question Type. DISPLAY Display side-by-side: This option allows for you to display the question type beside another question. By default, this option is disabled. Append to previous question: By default, this option is disabled. Width: You can adjust the width based on a percentage. By default, the value is 100%. OPTIONS Optional: Unchecking this option forces the question to be answered when the user is filling out your survey. By default, this option is enabled “Yes” skips to page: If the user selects “Yes” as an answer, then you can skip to a defined page.

By default, this option is disabled “No” skips to page: Conversely, if the user selects “No” as an answer, then you can jump to a defined page. By default, this option is disabled 135.2 CUSTOMIZE THE YES/NO QUESTION TYPE Including multiple languages on your survey will automatically include the appropriate translation for “Yes/No”. Therefore, Yes/No questions by default become perfect tools as “Do you agree?” pivot questions.

FYI 135.2: Yes/No Choices cannot be changed

136: TEXT RESPONSE A Text Response question type allows for surveyors to ask a user to type either the answer out, or provide specific textual information (phone number, address, etc…). Text Response questions come with text validation ranging from Email addresses, Currency, all the way to Percentages.

137.1 EXPLORING TEXT RESPONSE Below is a list of options available to Text Response Question Type. DISPLAY Multiline: Allows for the text area to have multiple lines and columns, as seen in section 120.2. By default this option is disabled. Display side-by-side: This option allows for you to display the question type beside another question. By default, this option is disabled. Append to previous question: By default, this option is disabled. Width: You can adjust the width based on a percentage. By default, the value is 100%.

OPTIONS Optional: Unchecking this option forces the question to be answered when the user is filling out your survey. By default, this option is enabled Validation: Specific to the question. If you wish for the user to input an e-mail address, then selecting the appropriate form of validation will get those desired results. By default, this option is None Initial Value: Presents a default choice to the user. By default, this area is blank. 137.2 CUSTOMIZE THE TEXT RESPONSE QUESTION TYPE Enabling the Multiline option and indicating the number of columns can create the perfect storm for allowing users to fill in text, which can also be restricted to a certain amount of words. The example below has a Text Response question type with multiline enabled, 50 columns, and All Characters validation of 2000 (roughly 200 words) which will cease to accept words after that point. Tutorial 137.2: In this tutorial, we’ll show you how to set up a Text Response question type with multiline, many columns and All Characters validation between 10 and 100

Step 1: Drag the Text Response question onto the Editor, and adjust the Question Title and Extra Description fields to your liking. Step 2: Click on “Display”, select “Multiline”, adjust the amount of “Rows” and “Columns” Step 3: Click on “Options”, select “All Characters” under Validation, and Limit Length of 10 to 100. Step 4: Save your product and click “Preview Page”

137: CHECKBOX The checkbox question type is a multi-answer question, as in you can select more than one answer. Checkbox choice can contain a text response (which can have Validation) beside each choice, as well as an “Other, Please Specify” option which is an exclusive choice (Selecting it, or typing into the text area, will automatically deselect all options and select the other).

The checkbox question type allows for logic branching. 137.1 EXPLORING CHECKBOX Below is a list of options available to the Checkbox Question Type. DISPLAY Appearance: By default, Default (Vertical) is selected. Columns: Adjusting the amount of columns allows for By default, One column is selected.

Display side-by-side: This option allows for you to display the question type beside another question. By default, this option is disabled. Append to previous question: By default, this option is disabled. Width: You can adjust the width based on a percentage. By default, the value is 100%.

OPTIONS Optional: Unchecking this option forces the question to be answered when the user is filling out your survey. By default, this option is enabled Randomize choices: Selecting this option will randomize the choices within the Checkbox question type on each survey refresh. By default, this option is disabled. Alphabetize choices: Choices within your Checkbox will follow alphabetization (A-Z). By default, this option is disabled Restrict number of selected choices: Restrict the number of choices a user can select before the question is disabled. By default, this option is disabled 137.2 CUSTOMIZE THE CHECKBOX QUESTION TYPE Tutorial 137.2: In this tutorial, we’ll show you how to set up a checkbox with an Exclusive Choice “Other, please specify” field Step 1: Double click, or drag the checkbox question type into your survey. To adjust the “Question Title”, click on the question, and change the “Question Title” (By default, the text area contains “Question 1”). Step 2: After adjusting the necessary “Field Properties”, on the left hand side, under “Choices”, click the button, “Add Other Choice”. Doing so will create a new choice, “Other, please specify” Step 3: However, if you want respondents to only select one choice, especially “Other, please specify”, then click on “Other, please specify” on the left hand side, and select, “Exclusive Choice”. Step 4: Save and preview.

138: MULTIPLE CHOICE The Multiple choice question type, commonly referred to as the single choice question type, allows for a user to provide one answer per question, whereas a checkbox question type allows for the user to specify more than one answer. Each choice has branching, skipping, and validation capabilities available. The display options are slightly different, in that you can change the views (Horizontal, Vertical, Combo box, Star Rating – see blow –). Star Ratings, generally used for a rating between 1 and an end value, allow for the rating to exist on a horizontal star level. However, below is how a newly created default multiple choice question type looks like.

138.1 EXPLORING MULTIPLE CHOICE Below is a list of options available to the Multiple Choice Question Type. DISPLAY Appearance: By default, Default (Vertical) is selected. Columns: Adjusting the amount of columns allows for By default, One column is selected.

Display side-by-side: This option allows for you to display the question type beside another question. By default, this option is disabled. Append to previous question: By default, this option is disabled. Width: You can adjust the width based on a percentage. By default, the value is 100%.

OPTIONS Optional: Unchecking this option forces the question to be answered when the user is filling out your survey. By default, this option is enabled Randomize choices: Selecting this option will randomize the choices within the Checkbox question type on each survey refresh. Choices that also have a text response, will not be affected by the randomize choices option. By default, this option is disabled. Alphabetize choices: Choices within your Checkbox will follow alphabetization (A-Z). By default, this option is disabled 138.2 CUSTOMIZING THE MULTIPLE CHOICE QUESTION TYPE Below are a series of images that demonstrate how a multiple choice question can be customized. Default Appearance:

Horizontal Appearance:

Star Rating:

Combo Box:

139: DROPDOWN The dropdown question type is exactly what the name entails; an answer found and selected in a dropdown fashion. Also, similarly to a multiple choice question, the dropdown question type allows for only one answer.

139.1 EXPLORING DROPDOWN Below is a list of options available to the Dropdown Question Type. DISPLAY Display side-by-side: This option allows for you to display the question type beside another question. By default, this option is disabled. Append to previous question: By default, this option is disabled. Width: You can adjust the width based on a percentage. By default, the value is 100%. OPTIONS Optional: Unchecking this option forces the question to be answered when the user is filling out your survey. By default, this option is enabled Randomize choices: Selecting this option will randomize the choices within the Checkbox question type on each survey refresh.By

default, this option is disabled. Alphabetize choices: Choices within your Checkbox will follow alphabetization (A-Z). By default, this option is disabled Initial Value: Specifies if the question will load with a choice. By default, this option is disabled 139.2 CUSTOMIZING THE DROPDOWN QUESTION TYPE Tutorial 139.2: In this tutorial, we’ll show you how to set up a dropdown question with an “Other, please specify” option. Step 1: Create a dropdown question type by either double clicking, or dragging it into your survey. Step 2: Customize the look-and-feel of the question by adjusting the Display and Options on the left hand side. Step 3: Create a text response question type and perform the same steps as in Step 2.1. Step 4: Select “Append to Previous Question”, which will cause the text response question type to stick to the end of the dropdown question type. Step 5: Save and voila. Subsequently, instead of using a text response question type as the “Other, please specify” field, you can use a text response grid which will have a different aesthetic appearance on your survey. Below is the final product

140: DATE/TIME A Date/Time question allows for the user to select a specific year, month, day as seen below. Date/Time questions are perfect when either trying to determine when an incident happened, or even when finding the perfect time to have a meeting. The question type essentially allows for a user to record the date and time with five types of configurations; Date/Time, Date Only, Time Only, Date/Month, and Month/Year.

FYI 140 Date/Time has the same branching logic type across all forms of itself

140.1 EXPLORING DATE/TIME Below is a list of options available to the Date/Time Question Type. DISPLAY Display side-by-side: This option allows for you to display the question type beside another question as seen in the image to the left. By default, this option is disabled. Append to previous question: By default, this option is disabled. Width: You can adjust the width based on a percentage. By default, the value is 100%.

OPTIONS Optional: Unchecking this option forces the question to be answered when the user is filling out your survey. By default, this option is enabled Display Format: The question type can be altered to ask Date/Time, Date Only, Time Only, Date/Month or Month/Year. Date/Time is the default question Timezone: Enabling this feature will create a dropdown for the user to select their appropriate timezone. By default, this option is disabled. 140.2 THE FORMS OF THE DATE/TIME QUESTION TYPE Below are the 5 customizable forms of the date/time question type Form 1: Date/Time Will accept both the date (YYYY-MM-DD) and time (Non-Military standard time) Form 2: Date Only Will accept only the date (YYYY-MM-DD) Form 3: Time Only Will accept only the time (Non-Military standard time) Form 4: Date/Month Will accept only the date (YYYY-MM-DD) and month Form 5: Month/Year Will accept only the month and year

FYI 140.2 Despite not accepting military standard time, if the user enters 21:00, the question 125:will TEXT RESPONSE GRID type convert it to 9:00 pm

141: TEXT RESPONSE GRID In short, a Text Response Grid allows for the surveyor to ask a series of question with a set of validation types applied (Numerical, Text only, All Characters, etc…) which will present an error to the user if the validation was not adhered to. Below is a screenshot of how the text response grid looks by default. To adjust the fields to your personal preference, see the section below on the available display options.

141.1 EXPLORING TEXT RESPONSE GRID Below is a list of options available to the Text Response Grid Question Type. DISPLAY 1st Column Size: Adjusts the first columns width. By default, this option is 30% Display side-by-side: This option allows for you to display the question type beside another question as seen in the image to the left. By default, this option is disabled. Append to previous question: Sticks the question to the direct question behind it. By default, this option is disabled. Width: You can adjust the width based on a percentage. By default, the value is 100%.

OPTIONS Randomize Variables: Selecting this option will randomize the choices within the Checkbox question type on each survey refresh. By default, this option is disabled. Alphabetize Variables: Choices within your Checkbox will follow alphabetization (A-Z). By default, this option is disabled

Force Unique: Force a choice in a column to remain unique. No two options in a column can be identical. By default, this option is disabled. Sum: If a value is provided, 20 for instance, then all numerical values within the Text Response Grid must add up to that ceiling. This option is blank by default. Sum Label: By default, this option is “The values should add up to ,x-. Currently: ,y-” 141.2 THE FORMS OF THE TEXT RESPONSE GRID QUESTION TYPE Tutorial 141.2: In this tutorial, we’ll show you how to set up a Text Response Grid question type with “Force Unique” enabled and Numerical Validation Step 1: Double click, or drag the text response question onto the Editor and fill out any necessary information you wish to convey. To adjust the “Question Title”, click on the question, and change the “Question Title” (By default, the text area contains “Question 1”). As an example, the question type will be filled out with a title of, “Rate these colors”. Step 2: Provide the variables that will be displayed by adjusting the text on the left hand side under “Variables”. Step 3: Click on “Options” and select “Force Unique” which will force every value in this question to be absolutely unique. No two answers can have the same value.

Step 4: To add numerical validation, click on one of your variable choices, and click “Additional Options”. Within here, you can adjust the validation, size of the number, and the error message displayed when the user commits an error. Step 5: Save, click “Preview this page” and voila!

142: MULTIPLE CHOICE GRID The Multiple Choice Grid question type is in essence a Likert question. This question type heralds in a new option, make column static, which will keep the most left column (with all the variables in question) static as you drag the scrollbar to the right.

126.1 EXPLORING MULTIPLE CHOICE GRID Below is a list of options available to the Multiple Choice Grid Question Type. DISPLAY Make First Column Static: Forces the first column to always be present. By default, this option is disabled. 1st Column Size: Adjusts the first columns width. By default, this option is 30%

Display side-by-side: This option allows for you to display the question type beside another question as seen in the image to the left. By default, this option is disabled. Append to previous question: The question is attached to the question which precedes it in the survey. By default, this option is disabled. Width: You can adjust the width based on a percentage. By default, the value is 100%.

Show Borders: Show borders around the question type. By default, this option is disabled. Alternate Background Color: Each row will be an alternate color. By default, this option is disabled. OPTIONS Randomize Variables: Selecting this option will randomize the choices within the Checkbox question type on each survey refresh. By default, this option is disabled. Alphabetize Variables: Choices within your Checkbox will follow alphabetization (A-Z). By default, this option is disabled Force Unique: No two options in a column can be identical. By default, this option is disabled.

143: DROPDOWN GRID Dropdown Grid is similar to its sibling, the dropdown question, in that it is still similar to a multiple choice question, with a single answer only. This is the direct opposite of a checkbox question, which can have many answers.

143.1 EXPLORING DROPDOWN GRID Below is a list of options available to the Dropdown Grid Question Type. DISPLAY 1st Column Size: Adjusts the first columns width. By default, this option is 30% Display side-by-side: This option allows for you to display the question type beside another question as seen in the image to the left. By default, this option is disabled. Append to previous question: Attaches the question to the question that precedes it in the survey. By default, this option is disabled. Width: You can adjust the width based on a percentage. By default, the value is 100%.

OPTIONS Randomize Variables: Selecting this option will randomize the choices within the Checkbox question type on each survey refresh. By default, this option is disabled. Alphabetize Variables: Choices within your Checkbox will follow alphabetization (A-Z). By default, this option is disabled Force Unique: Force a choice in a column to remain unique. No two options in a column can be identical. By default, this option is disabled. 143.2 CUSTOMIZING THE DROPDOWN GRID QUESTION TYPE Step 1: Double click, or drag the Dropdown Grid question type into your survey and fill out any necessary information you wish to convey in the question type. To adjust the “Question Title”, click on the question, and change the “Question Title” (By default, the text area contains “Question 1”). As an example, the question type will be filled out with a title of, “Rank these colors from 1-3:” Step 2: On the left hand side, adjust the “Choices” (which will be the choices within the dropdown box) as “1”, “2”, and “3”. You can quickly add these values by selecting “Bulk” and entering the values. Step 3: Now, adjust the “Variables” as, “Red”, “Green”, “Blue”. Again, you can quickly add these values by selecting “Bulk” and entering the values. Step 4: In order to keep the values unique (Only one instance of 1, 2 and 3) select “Force Unique” under “Options”. Step 5: Save and Preview the survey. You can now only rank each color with 1 unique value.

144: CHECKBOX GRID The Checkbox grid question type is the newest question addition in FluidSurveys, which is available under a new section labeled, “Advanced Options”. Similar to other grids, you have the same types of options available, such as specifying scores for answers, and forcing variables to be unique. The display options are similar to other grids in FluidSurveys.

144.1 EXPLORING DROPDOWN GRID Below is a list of options available to the Checkbox Grid Question Type. DISPLAY 1st Column Size: Adjusts the first columns width. By default, this option is 30% Display side-by-side: This option allows for you to display the question type beside another question as seen in the image to the left. By default, this option is disabled.

Append to previous question: Attaches the question to the question that precedes it in the survey. By default, this option is disabled. Width: You can adjust the width based on a percentage. By default, the value is 100%.

OPTIONS Randomize Variables: Selecting this option will randomize the choices within the Checkbox question type on each survey refresh. By default, this option is disabled. Alphabetize Variables: Choices within your Checkbox will follow alphabetization (A-Z). By default, this option is disabled Force Unique: Force a choice in a column to remain unique. No two options in a column can be identical. By default, this option is disabled. 144.2 CUSTOMIZING THE CHECKBOX GRID QUESTION TYPE Tutorial 144.2: In this tutorial, we’ll show you how to set up a Checkbox Grid question type.

Step 1: Double click, or drag the Checkbox Grid question type into your survey and fill out any necessary information you wish to convey in the question type. To adjust the “Question Title”, click on the question, and change the “Question Title” (By default, the text area contains “Question 1”). As an example, the question type will be filled out with a title of, “Choose the applicable options for each of your classes:” Step 2: Provide the choices that will be displayed on the top most row above the checkboxes. To do so, click on “Choices” on the left hand side. Step 3: Adjust the display options to meet your needs. Step 4: Save and presto, you have a survey with a Checkbox grid question type

145: N-ATRIX QUESTION The N-Atrix Question type allows for any question type to exist on any given row, such as text response, dropdown, checkboxes or radio buttons. A typical use for such a question type, is asking for detailed personal information where the types of questions can range between the available types (Dropdown for title, Text area for Name, or a Checkbox/Radio Button for types of phone numbers, or contact times)

145.1 EXPLORING DROPDOWN GRID Below is a list of options available to N-Atrix question type. DISPLAY 1st Column Size: Adjusts the first columns width. By default, this option is 30% Display side-by-side: This option allows for you to display the question type beside another question as seen in the image to the left. By default, this option is disabled.

Append to previous question: Attaches the question to the question that precedes it in the survey. By default, this option is disabled. Width: You can adjust the width based on a percentage. By default, the value is 100%. 145.2 CUSTOMIZING THE N-ATRIX QUESTION TYPE Tutorial 129.2: In this tutorial, we’ll show you how to set up an N-Atrix question with multiple rows.

Step 1: Double click, or drag the N-Atrix question type into your survey and fill out any necessary information you wish to convey. To adjust the “Question Title”, click on the question, and change the “Question Title” (By default, the text area contains “Question 1”). As an example, the question type will be filled out with a title of, “Please fill in the following about yourself:” Step 2: Click on Variable 1 under “Variables”, and adjust the question type (In this example, the Title is a dropdown field, Name is a text area, “Kids?” are radio buttons, and “Used?” is a checkbox). All of these options can be achieved within the “Variables” area. Step 3: Adjust the display options to meet your needs. Step 4: Save and presto, you have a survey with an N-Atrix question type.

146: 3D MATRIX QUESTION Similar to the N-Atrix question type, a 3D Matrix question can have different question types within each column. A 3D Matrix question is an amazing source of information when you are trying to get as much information within one question, in so far that the reports generated by responses for a 3D Matrix are broken up into pieces, as seen in the example under section 130.2

146.1 EXPLORING 3D MATRIX Below is a list of options available to 3D Matrix question type. DISPLAY Make First Column Static: Forces the first column to always be present. By default, this option is disabled. 1st Column Size: Adjusts the first columns width. By default, this option is 30% Top left Label: Attaches a label to the top left of the 3D Matrix. By default, this option is blank.

Sum Label: The label, Total, will reside beside numeric validation, if any, to indicate the Total. By default, this option is “Total”.

Display side-by-side: This option allows for you to display the question type beside another question as seen in the image to the left. By default, this option is disabled. Append to previous question: Attaches the question to the question that precedes it in the survey. By default, this option is disabled. Show Borders: Outline the question type in a border for clarity. By default, this option is enabled. Alternate Background Colors: Every other Row will be a different color. By default, this option is enabled. Width: You can adjust the width based on a percentage. By default, the value is 100%. OPTIONS Randomize Variables: Selecting this option will randomize the choices within the Checkbox question type on each survey refresh. By default, this option is disabled. Alphabetize Variables: Choices within your Checkbox will follow alphabetization (A-Z). By default, this option is disabled

Force Unique: Force a choice in a column to remain unique. No two options in a column can be identical. By default, this option is disabled.

146.2 CUSTOMIZING THE 3D MATRIX QUESTION TYPE Tutorial 146.2: In this tutorial, we’ll show you how to set up a 3D matrix question with multiple rows and variables. Step 1:Double click, or drag the 3D Matrix question type into your survey and fill out any necessary information you wish to convey. To adjust the “Question Title”, click on the question, and change the “Question Title” (By default, the text area contains “Question 1”). As an example, the question type will be filled out with a title of, “Tell us about your team members” Step 2: Click on Column 1 under “Columns”, and adjust the question type (In this example, Title is a dropdown field, Name is a text area, “Like?” are checkboxes, and “Male/Female” is a radio button). All of these changes can be achieved by accessing the “Column” area. Step 3: Adjust the display options to meet your needs. Step 4: Save and presto, you have a survey with a 3D Matrix question type

147: SIDE-BY-SIDE MATRIX (GAP ANALYSIS) A Side-By-Side Matrix isn’t necessarily a new question type in itself, but instead alters a 3D Matrix Question Type to suit a popular type of question on FluidSurveys; Ranked importance vs. satisfaction. Therefore, this section is primarily a mixture of 3D Matrix options appropriately arranged to provide a desired effect. 147.1 EXPLORING SIDE-BY-SIDE MATRIX Since a Side-By-Side Matrix is a 3D Matrix, please refer to Section 130 for a detailed list of options 147.2 CUSTOMIZING THE SIDE-BY-SIDE MATRIX QUESTION TYPE Tutorial 147.2: In this tutorial, we’ll show you how to set up a Side-By-Side Matrix question type with an importance vs. satisfaction scale. Step 1:Double click, or drag the 3D Matrix question type onto the Editor and fill out any necessary information you wish to convey. To adjust the “Question Title”, click on the question, and change the “Question Title” (By default, the text area contains “Question 1”). As an example, the question type will be filled out with a title of, “Importance vs. Satisfaction” Step 2:Click on Column 1 under “Columns”, and adjust the question type (In this example, Column 1 is “Importance” with Horizontal Radio Buttons, and Column 2 has “Satisfaction” with the same options as “Importance”). All of these changes can be achieved by accessing the “Column” area. Step 3:Adjust the display options to meet your needs. Step 4:Save and presto, you have a survey with a 3D Matrix question type

148: SIDE-BY-SIDE MATRIX – ADVANCED Using the same tutorial as Tutorial 131.2, we will make slight adjustments and apply some advanced options. Therefore, please see section 132.2 for another tutorial on how to achieve the same outcome. 148.1 EXPLORING SIDE-BY-SIDE MATRIX Since a Side-By-Side Matrix is a 3D Matrix, please refer to Section 130 for a detailed list of options 148.2 CUSTOMIZING THE SIDE-BY-SIDE MATRIX QUESTION TYPE Tutorial 148.2: In this tutorial, we’ll show you how to set up a Side-By-Side Matrix question type with importance VS satisfaction with advanced options. Step 1: Leaving off from the last tutorial (Tutorial 131.2) we can customize the 3D Matrix question type to convey a stronger sense of information by adjusting various options and style settings. With that in mind, lets introduce the Visual Editor (To open the Visual Editor, click on “Extra Description” while the 3D Matrix is selected, and click “Open Visual Editor” which gingerly appears under the Extra Description text area Step 2: All columns and rows, or more specifically, text areas within FluidSurveys allow for HTML, and subsequently CSS tags. Therefore, changes within the Visual Editor will produce actual code when finished. And so, producing something as the example below becomes arbitrarily second nature, even to those that may not be strong with programming languages. Step 3: Within the Visual Editor, type the message you wish to show within a column, since we will be copying and pasting the HTML into it. Step 4: Click OK once you believe your desired affect has been achieved. Step 5: Copy and Paste the code produced in the “Extra Description” into Column 1, which has “Importance” (if using the aforementioned examples) Step 6: Save, and click “Preview this page”. Step 7: If you still have not received your personal maximum potential, repeat Step 3 to 6.

149: SPREADSHEET QUESTION Once again, we’ll be using the 3D Matrix question type for its sheer power in providing a wide variety of styling options to meet every single person’s needs. A spreadsheet question follows this same rule, but has a different approach. It asks the user to type all the information out, which allows for an easy understanding in a spreadsheet (Excel, etc…) 149.1 EXPLORING SPREADSHEET Since a Spreadsheet Question is a 3D Matrix, please refer to Section 130 for a detailed list of options 149.2 CUSTOMIZING THE SPREADSHEET QUSETION TYPE Tutorial 149.2: In this tutorial, we’ll show you how to set up a 3D Matrix question type with different rows and columns. Step 1:Double click, or drag the 3D Matrix question type onto the Editor and fill out any necessary information you wish to convey. To adjust the “Question Title”, click on the question, and change the “Question Title” (By default, the text area contains “Question 1”). As an example, the question type will be filled out with a title of, “Please answer the following questions for each of your team members” Step 2: Click on “Column 1” under “Columns” and change the text to your liking. However, ensure that the “Type” has been switched to a “Text Response”. Step 3: Continue editing by adding more Columns and changing the “Type” to “Text Response” Step 4: Once satisfied, Save, and “Preview this page”. You can continue to make changes to the question type, and continue to preview it by saving and clicking on “Preview this page” until you have achieved something similar to the example below.

150: CONSTANT SUM QUESTION Essentially, the constant sum question type is a text response grid. The constant sum question allows for the tallying of values to meet a certain ceiling. If you wish to know the financials of last year VS this year with a 100% budget ceiling, then you can set the Sum to equal 100.

150.1 EXPLORING CONSTANT SUM The constant sum question type is a Text Response Grid. To learn about the Text Response Grid, refer to section 125 150.2 CUSTOMIZING THE CONSTANT SUM QUESTION TYPE Tutorial 150.2: In this tutorial, we’ll show you how to set up a Text Response Grid with constant sum enabled. Step 1: Double click, or drag the 3D Matrix question type into the Editor and fill out any necessary information you wish to convey. As an example, the question type will be filled out with a title of, “How much do you spend in each category?” Step 2: Adjust the “Variables” to your liking Step 3: Click “Options” and input a value into the “Sum” field. Whatever value inputted will act as your ceiling, whereby all inputs for “Variables” must adhere to the sum of that value. Step 4: Save and “Preview this page”

151: SCORE DISPLAY In brief, the Score Display question type is essentially what it says, a score display. The question type can be used primarily for either tallying a score in an online quiz, or for calculating of financials. A Score Display comes into good use when the Score for each variable or choice in, say, a Multiple Choice question has a value.

FYI 151 The Score Display question type needs to be on a separate page in order to calculate all scores leading up to that point. 151.1 EXPLORING SCORE DISPLAY Below is a list of options available to the Score Display Question Type. DISPLAY Display side-by-side: This option allows for you to display the question type beside another question as seen in the image to the left. By default, this option is disabled. Append to previous question: By default, this option is disabled. Width: You can adjust the width based on a percentage. By default, the value is 100%. OPTIONS N/A

151.2 CUSTOMIZING THE SCORE DISPLAY QUESTION TYPE Tutorial 151.2: In this tutorial, we’ll show you how to set up a Text Response Grid with constant sum enabled Step 1: Double click, or drag the Checkbox question type onto the Editor and fill out any necessary information you wish to convey As an example, the question type will be filled out with a title of, “2 + 2 = ?” Step 2: The choices in this example are 1, 2, and 4. By default, choices in a question type adhere to a 1, 2, 3, respective to their position. Therefore, in order to get the correct answer in the Score Display, we will need to apply the value “4” to “Choice” 4 and 0 to the others. Step 3: After having done so, click “Save” and “+” at the bottom to add a new page. Step 4: Double click, or drag the “Score Display” question type onto the editor, and click “Save”. Click “Preview this page” and select “4” when asked, “2 + 2 = ?” and click “Next”. The Score Display box will have 2 + 2 = 4, as opposed to 0 which is what the other incorrect choices would have given.

152: RANKING QUESTION In short, a ranking question is a variation of available question types which can be conformed, through the selection of “Force Unique” to only allow one option per option. Therefore, to get an understanding of a Ranking Question, look for any question with “Force Unique” as an option to enforce this ranking rule.