• Navigate to the BDB Platform homepage.

• Open the Apps menu.

• The Survey module is listed in the Apps menu. Click the Survey module.

• The landing page of the Survey module opens with the following options:

  • Create Survey option

  • List of the created Surveys

Other options provided on the Survey landing page are as mentioned below:

What is a Survey?

A survey is a method of data collection that involves gathering information from a sample of individuals or entities in order to gather insights, opinions, or factual data on a specific topic or issue. Surveys are commonly used in research, market research, social science, and various fields to collect data for analysis and decision-making purposes.

Digital surveys offer several advantages over traditional paper-based surveys, including faster data collection, automated data entry, and real-time data analysis. They also allow for greater flexibility in terms of sample size, geographic reach, and targeting specific populations. Additionally, digital surveys can provide enhanced data quality through built-in validation checks, skip patterns, and randomization features.

BDB Survey

BDB Survey module helps the users to quickly create, customize, and distribute digital Surveys with the targeted group of people to collect responses and analyze them.

Respondents can access and complete digital surveys using their computers, tablets, or smartphones, typically through web browsers or dedicated survey apps. BDB surveys can include various types of questions, such as multiple-choice, rating scales, open-ended, or multimedia-based questions that can include images, videos, or audio.

• Click the Create New Survey option.

• Fill in the following information:

  • Survey Title

  • Survey Description

  • Welcome Message

• Click the Save option.

• A new page opens to design a questionnaire for the created Survey.

• The page contains a menu row of which the Questions tab opens by default.

• A newly created Survey gets added to the Survey List provided on the Survey Landing page.

This section describes how to design or build a Survey. Creating Survey is a simple and intuitive process with BDB Survey. It enables any user to create effective and flawless surveys in no time.

This segment creates, develops, and maintains a questionnaire for a survey. It describes all the supported features and steps to design a survey.

• Navigate to the Survey landing page.

• Click the Create Survey option.

• A new page opens displaying the following options:

  • ​Create New Survey​

  • ​Create New Survey from Template ​

• Navigate to the menu row.

• The Questions tab opens by default.

• Various question-types get displayed on the left pane of the page.

• Page 1 opens as the Default Page.

• Use drag and drop feature or Click on a question type to add it on the right pane of the page.

• Edit the Question text and other required aspects of the question to add a desired question into the Survey using the Properties tab (The Properties tab opens by default when we add a question).

Adding a Survey Logo

• Click on the Survey option from the Menu Row.

• It will launch the Choose File option.

• Click on the Choose File option.

• Select an image or logo you desire to upload from the current system.

• Click on Open to upload the image/ logo.

• The uploaded image or logo will be added to all pages of the survey.

• Click on the Delete option provided next to the Choose File option to remove the Survey Logo.

Editing the Create Survey Screen from Survey Option

• Click on the Survey option from the Menu Row

• The following details of the Create Survey page get displayed on the left side of the screen below the Survey Logo.

  • Survey Title

  • Survey Description

  • Welcome Message

• The user can edit the Survey Logo and the above-mentioned survey details using the Survey option.

Insert Page Option at the top of the screen

• Click on the + Insert Page option from the Menu Row.

• A new page will be inserted before the existing page.

Insert Page Option at the bottom of the screen

• Click on the + Insert Page option from the bottom of the screen.

• A new page will be inserted after the existing page.

BDB Survey provides with various question types to build a survey.

Single Answer

This type of question is an essential question to restrict respondents to a single option from all the provided options. Selecting a choice out of all the offered options will often classify them as members of a group. Example, selecting age group, religion, or gender.

Multiple Answer

Respondents can select one or more options from a list of answers to express their opinion. Multiple choice question type can be used, when there is a fixed number of options available for a question.

Single Answer Picture

Use this type of question when you want respondents to select only one picture from a list of picture choices.

Multiple Answer Picture

Use this type of question when you want respondents to select more than one picture from a list of picture choices.

Yes/ No

Use ‘Yes/ No’ when there are only two possible options for answering the question. This type of question can also be used as an end survey question. ‘Required’ validation can be applied to this question.

Matrix-Single Answer

Use this kind of question, if you want respondents to apply the same measurement while answering several related questions. It allows only one answer per row. You also have the option to turn the matrix question into a rating scale when you want to assign weights to each answer choice.

Matrix-Multiple Answer

Use a Matrix-Multiple Answer question type, if you want respondents to evaluate one or more row items using the same set of column choices. You can set this type of matrix question to collect multiple answers.

Rating Scale

Questions formed under this type are generally to measure the opinions or attitudes of the desired audience. It is to rate a single aspect or thing alongside a spread-out range of possible choices/options. The rating scale is used to assign weights to respondents’ answers. Rating is predefined for these questions. E.g., Customer satisfaction survey questions

Numerical Text Box

Numerical short responses can be collected by using this question type. The alphabetical keyboard is disabled to restrict the respondents to use only numbers.

Text Box

To collect single short text or numerical responses from the respondents the single Text Box can be used. It can be validated to turn it into a compulsory question. E.g., Pin Code, Designation.

Comment

It is difficult to provide specific pre-set answer options to open-ended survey questions; therefore, respondents are required to type their responses into a comment box. Respondents are free to choose the wording and length of responses. Collected responses can then be viewed separately or through some text analysis tools. Questions falling under this type are often not mandatory to respond.

Multiple Textbox

This question type is used to collect multiple short responses for a single question. It includes both, numerical and textual responses. The user can specify the answer length and ‘Required’ validation can be applied to this question type.

Contact Details

Use this question type to collect basic contact details from the respondents. There are ten predefined fields given under this question which can be enabled or disabled as per the need of the survey.

Dropdown

Use ‘Dropdown’ when you want respondents to select only one answer from a list of answer choices. Inserted details for the ‘Question Text’ and ‘Select Option’ title for the dropdown menu will be displayed on the workspace (as shown below).

Dropdown Multiple Selection

Use ‘Dropdown Multiple Selection’ when you want respondents to select multiple answers from a list of answer choices.

Multiple Dropdown-Same Option

Use ‘Multiple Dropdown-Same Option’ when you want respondents to answer multiple questions using the same drop-down options from a list of option choices.

Multiple Dropdown-Different Option

Use the Multiple Dropdown-Same Option question type when you want respondents to answer multiple questions using the different drop-down options from a list of option choices.

Matrix Dropdown-Same Option

Use this question type when you want respondents to select an option from matrix drop-down and collect multiple answers for the chosen column. The category of the columns and options provided for drop-down remains the same for all the responses.

Matrix Dropdown-Different Option

Use this question type when you want respondents to select an option from matrix drop-down and collect multiple answers for the chosen columns. The category of the columns and options provided for drop-down can be different.

Ranking

Use the ‘Ranking’ type of question when you want to rank different options. The chosen options will be ranked out of the total number of available choices.

Net Promoter Score

Use ‘Net Promoter Score’ when you want respondents to give a specific score out of 10 for the chosen option.

Slider

Use ‘Slider’ when you want respondents to give a specific score between selected Minimum and Maximum value. The value is given to each step, Minimum value, and Maximum value should be preselected.

Digital Signature

Use this option when you want respondents to give their digital signature. Respondents can provide a digital signature through curser by holding the left click. The respondent can use the left click of the cursor to provide a digital signature in the given space.

File Upload

Use this option when you want respondents to upload a file. It supports PDF, document, Spread-Sheet, and Image to be uploaded. The file size should not exceed 500 KB. The user can upload the file from the preview page or attempt page.

Date/ Time

Use this option when you want respondents to provide date and time. The user can access this feature from the survey designer page, preview screen, and attempt page. By clicking on the space given for date and time, the user will get a calendar to provide a date. Time will be taken based on the system clock. The user can change the inserted date and time manually.

Image

Insert an image into your survey by uploading an image file or specifying the URL of an image on the web. The chosen image should not exceed the size limit of 1 MB. This type of question can be associated with descriptive, text box, numerical text box, or comment to get a meaningful outcome.

Descriptive

Use this question type when you want to show a brief description of different sections at any place in the survey. It supports smiles and HTML in the body.

Each added question type in the Survey gets the Delete icon to delete the question once you add it to the survey.

• Navigate to the Survey questions in edit or design mode.

• Select a question that you wish to delete.

• Click the Delete icon provided for that question.

• A message window appears to assure the action of deletion.

• Click the OK option.

• The selected question gets deleted from the survey.

The collector is an integral part of the Publish Survey. The collector is an online link that can be sent to the end-users. Collectors are used for gathering collected responses from the recipients that can then be used for in-depth analysis.

The BDB Survey module provides two ways to access Collector options:

Redirecting Links for Collectors

• Click the Create option offered at the end of the Publish Survey information.

• The following options will be displayed to create a collector:

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• The user can select any one option by a click on it.

Collector Icons

• Navigate to the Publish Your Survey list.

• Four options will be provided next to the published name of a survey.

• The first two options (and) can be used to create a new collector.

• Select any one page from the All Pages drop-down menu.

• Click on the Page option from the Menu Row.

• Properties of the page will open on the left side of the screen.

• The Page Properties display the following options:

  • Page Title

  • Page Description

  • Page Logic

• The user can modify all the properties of the selected page.

• Navigate to the Survey Templates page.

• Choose the Create New Survey from Template option to create a new survey using anyone of the given templates.

• Click on a Survey template category.

• The available templates appear below the category titles.

• All the available survey templates will be listed with the following details:

  • Preview-Select this option to get preview of the selected Template

  • Use This Template- Select an existing template to create a new Survey

• Click the Use This Template option.

• The user gets redirected to the designing page of the survey.

• The user can modify the survey information or questionnaire.

• Click the Save option to save the survey.

• The newly created Survey gets added to the Survey List on the Survey Landing Page.

• Navigate to the Survey Builder page.

• Click the Theme tab.

• The Survey theme can be modified for the following Survey portions:

  • First Header

  • Second Header

  • Survey Body

First Header Themes

The following themes can be modified for the First Header of the Survey:

• Header Alignment: The supported options are Left, Right, and Center

• Font Variant: The supported options are Normal and Small-Caps

• Font Style: The supported options are Normal and Italic

• Font Weight: The supported options are Normal and Bold

• Font Size: The supported Font sizes are X-Large, Large, Medium, Larger, Smaller, Small, X-Small

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• Header Font Color: Select a color for the Header Font by using the given drop-down pallet.

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Second Header Themes

The user can display the Sub Header and modify the default themes by using this option. The Second Header theme includes the following options:

• Display Sub Header: By selecting the True option for this field, the Sub Header gets displayed.

• Display Page Title Only: By selecting the True option for this field, only the Page Title gets displayed.

• Page Title Alignment: The supported options are Left, Right, and Center.

• Font Variant: The supported options are Normal and Small-Caps

• Font Style: The supported options are Normal and Italic

• Font Weight: The supported options are Normal and Bold

• Font Size: The supported Font sizes are X-Large, Large, Medium, Larger, Smaller, Small, X-Small

• Sub-header Font Color: Change colors of the fonts.

Survey Body

The user can apply or modify a specific theme to the Survey Body by using this option. The following things can be modified by the Survey Body theme fields:

• Question Font Variant: The supported options are Normal and Small Caps.

• Question Font Style: The supported options are Normal and Italic.

• Question Font Weight: The supported options are Normal and Bold

• Question Font Size: The supported Font sizes are X-Large, Large, Medium, Larger, Smaller, Small, X-Small

• Question Font Color: Change the color of the question by using the color menu.​

Providing Information for Publish Survey

• Navigate to the survey list.

• Click the Publish option.

• Users will be redirected to the Publish Survey page.

• Fill in the following information:

  • Publish Name

  • Start Date

  • Expiry Date

  • Expiry Date Message

• Click the Create option.

• A message appears to inform that the publisher has been created.

• The Survey gets added to the Publish Your Survey list page. The user gets two options to publish the survey either by using Weblink Collector or Email Collector.

Other Related Options

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Question Specific Properties

• Click on the inserted Survey Question.

• Select a Question Type from the Questions menu.

• The Properties tab gets displayed with the following question specific properties:

  • Question Type: Question type is pre-selected.

  • Question Text: Question Text can be inserted or modified.

  • Answers/Choices: Options can be added, modified, and deleted.

  • Orientation: Horizontal or Vertical orientation can be selected from the drop-down menu.

The other question specific Properties options mentioned under the Properties tab are as explained below:

Features

The Features option includes various options to be applied to a selected question.

Validation

It restricts skipping of the questions by the recipients while taking a survey. Recipients must attend all the validated questions to move ahead in the Survey. The application of the validation option can be determined by the survey goal and pattern. Validation can be provided to all the available question types under the BDB Survey App.

• Click the Features provided on the left side of the Properties page.

• The Validation option opens.

• Select Required from the drop-down menu.

• Question specific Validation message will appear in the below given box.

Show Comment Box

A Comment Box is an optional feature provided under the Properties tab.

• Click Features provided on the left side of the Properties page.

• Select Show Comment Box option by check-marking the box

• Fill in the following information:

  • Number of Rows: Set rows by using the Stepper button

  • Text Limit: Set text limit using the Stepper button

  • Text limit message: Enter a message to display when the text limit is exceeded

  • Comment Head: Enter a heading for the inserted

• A Comment Box will be added below the selected question

Use Logic

Logic aims to guide the respondents on a specific path for the successful completion of the survey. It also helps in getting the desired responses from the selected group of participants.

• Click Features provided on the left side of the Properties screen.

• Select the Use Logic option by check-marking the box.

• Options and Logic Type will be displayed.

• Select a logic from the drop-down menu.

• Selecting a logic will display the Select drop-down menu.

• Select Check All option from the Select drop-down menu.

• The selected logic will be applied to the desired option.

Supported Logic Types

The Survey uses below mentioned logic types:

• Page Jump: It is applied to a page. It enables all the respondents to access the immediate next page in the survey. Irrespective of the answers chosen by the respondents, they will be taken to the next page of the survey.

• Question Skip: It enables the respondents to proceed on the next question or page based on the answer selected by them. This logic is applied directly to the quest

• Disqualification: Essentially, this logic is applied to multiple-choice questions to disqualify the respondents who fail to meet the required criteria for continuing the survey. A disqualification message will be shown to them restricting their further progress in the survey

• End of the Survey: This logic is generally used after the last question given for the survey to generate a Survey completion message for the recipients. It can be applied to a specific question, from where the organizer wants certain respondents to end the survey process.

Question Design

Use the below-listed properties to set question display:

• Font Variant: Select an option from the drop-down menu

  • Normal

  • Small-Caps

• Font Style: Select an option from the drop-down menu

  • Normal

  • Italic

• Font Weight: Select an option from the drop-down menu

  • Normal

  • Bold

• Font Size: Select an option from the drop-down menu (X-Large, Large, Medium, Larger, Smaller, Small and X-Small options are supported)

• Option Font Color: Set font color using the available color menu

• Radio Background: Set background color for radio buttons using the available color menu

• Radio Border: Set border color for radio buttons using the available color menu

Actions

Users can move a question to any of the survey pages by applying this option

• Click Actions provided on the left side of the Properties screen.

• Select Action and Page options will be displayed.

• Select Move option from the Select Action drop-down menu.

• Select a page from the Page drop-down menu.

• Click on the Done option.

• The question will be moved on the selected page.

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• Click the Email Collector or Add Email Collector option.

• The Create Email Collector opens.

• Enter a name for the collector (Maximum limit given is of 50 characters).

• Click the Create option.

• A message appears to inform about the creation of an email collector.

• A window opens asking to add a recipient for email collector.

• The Email Collector will be successfully created and added to the Publish Your Survey list.

Related Options

• Click on the Save option from the Menu Row to save the changes or modifications.

• A message appears to confirm the action of saving the updates.

• After all the modifications are successfully saved, the Questions option will open by default.

• Navigate to the Publish Your Survey list.

• Click the Delete icon provided next to a collector name.

• A pop-up window will appear to confirm the deletion.

• Click the OK option.

• The selected collector gets deleted.

• Click the Weblink Collector or Add Web Link Collector option.

• The Create Weblink Collector page opens.

• Enter a name for the collector (Maximum limit given is of 50 characters).

• Click the Create option.

• A message appears to inform that the survey creation of the Web Link Collector.

• The Web Link Collector gets created and appears below the message.

• The Web Link Collector gets added to the Publish Your Survey list.

Related Options​

Show Rule will display only the results of the selected questions or specific pages from the Survey.

• Navigate to the Create Filter panel on the Analyze Result page.

• Select the Show tab.

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• All the Survey questions get listed.

• Select questions by marking the checkboxes provided next to the questions.

• Click the Update Show option.

• The results for the selected questions get displayed on the analysis result page.

Editing Collector Settings

• Navigate to the Publish Your Survey list.

• Click the Edit icon provided for a survey collector.

• The Edit Collector option appears on the right pane of the screen.

• The following information can be edited for a collector:

  • Collector Name

  • Close Collector Message

  • Collector Settings

• Click the Edit option provided at the end to save the updates.

Editing BizViz Analytics for End-User

• Navigate to the Edit Collector Screen.

• Select the BizViz Analytics for End User option by check-marking the box.

• Carefully select the following details:

Public Link Status

• Select the ACTIVE option to enable the link.

  • The Public URL link will be displayed below the Public Link Status (If the ACTIVE option is selected).

• Select the IN-ACTIVE option to disable the link.

Display Result Option

• choose either of the choices out of Yes or No options.

• Selecting the Yes option will display the result to the end-user, even if the collector is closed or publish has been expired.

Display Filter Option

• Choose either of the choices out of Yes or No options

• Selecting the Yes option will display the applied filters to the end-user

Editing Benchmark Analysis for End-User

• Select the Benchmark Analysis for End User option by check-marking the box.

• Carefully select below mentioned details:

Public Link Status

• Select the ACTIVE option to enable the link.

• Select the IN-ACTIVE option to disable the link.

Display Result Option

• Choose either of the choices out of Yes or No options

• Selecting the Yes option will display the result to the end-user, even if the collector is closed or publish has been expired.

Display Filter Option

• Choose either of the choices out of Yes or No options.

• Selecting the Yes will display the applied filters to the end-user.

Users can create a new view and implement it in the Analyze Result tab.

• Click the Add symbol on the Saved View row.

• Enter a View name in the pop-up window.

• Click the Create option.

• A new view will be created and added to the Saved View list.

• Click the radio button to enable the new view in the Select View drop-down menu.

• Click the Create option provided on the Create Email Collector page.

• The Add Recipient for Collector page will be displayed with the pre-defined collector name

• Fill in the following information:

• Add Recipients: Add names of the recipients either from the Contact Groups or insert manually and click the Add Recipients option.

• Email Subject: Enter a Subject

• Body of Email: It displays a prewritten message. This message can be modified.

• Click on the Add Link option to add the collector link.

• Click on the Create & Send Mail option.

• A mail gets sent to the added recipient(s).

Adding Recipients from Contacts

• Navigate to the Add Recipients for Collector page.

• Select the From Contacts option.

• Click the Add Recipients option provided below the box.

• The Contact Groups window opens listing all the existing Contact groups.

• Select the contact group(s) from where you wish to get the contacts by marking the checkbox.

• Click the Done option.

• The contacts from the selected Contact Group(s) get added as recipients.

Adding Recipients Manually

• Navigate to the Add Recipients for Collector page.

• Select Add Manually option.

• Manually add recipients’ details into the given space.

This section focuses on how to Design a Survey. The designing part includes setting appropriate questions, No. of Pages and Page alignments, Properties together with Save and Insert Page options.

The users get various options on the header bar of the Survey builder to create and modify a survey. This section aims to explain them all in detail.

• The user can either kick start the designing part of a newly created Survey from the time when the get redirected to the Survey Builder page during the

or

• Access it from the Survey List page.

• Navigate to the survey list.

• Click the Design icon.

• The design page opens with various options to develop the survey questionnaire.

  • Questions

  • Page

  • Survey

  • Properties

  • Save

  • Insert Page

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Creating a Filter

• Navigate to the Analyze Result page.

• The Create Filter window displays on the left side of the page.

• The Filter tab opens by default.

• Fill in the following information:

  • Filter Name: Enter a title for the filter.

  • Select View: Select a view using the drop-down menu.

  • Select Filter Type: Select a filter type using the drop-down menu.

• The user needs to provide filter type related information as per the given instruction for each selected filter type.

• Click the Create Filter icon.

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• The newly created filter gets listed under the Saved View window.

• A message appears to inform the same.

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Manage a Created Filter

The following table displays all the required options to manage the created filter:

Filter Logic

• A single filter rule uses OR logic within the filter.

  • E.g., the filtering rule By Question and Answer, when applied to a question with two possible answers can show respondents who choose either of the answer options.

• When Multiple Filter rules are applied simultaneously, they will be combined using the AND logic. Only results that meet both the selected Filter Rules are shown—a response must meet the criteria of all filters to be included in the filtered dataset.

• Select a survey from the Survey list.

• Click the More Options icon provided next to a survey name.

• Select the Benchmark option from the menu list.

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• The Edit Benchmark page opens.

• A new Benchmark gets created and it gets the name from the survey title. E.g., The Mobile Trend Survey gets a benchmark entitled Benchmark for Mobile Trend Survey by default.

• Users can edit the below mentioned fields (if desired). Such as:

  • Benchmark Title

  • Benchmark Mission

  • Benchmark Vision

• Click the Save option.

• The modified information gets saved. The same gets notified by a message.

• By clicking the Save option from the Create Benchmark Goal the users get directed to the Add Questions for Goal page.

• The Survey Name, Benchmark name, Goal Name get displayed.

• Select a Question using the drop-down menu.

• The users get redirected to the Enter Question Rule Value for Goal window.

• Set value for each answer option.

• Select an Operation to be performed on the answer options (if asked based on the question type).

• Three options get listed under the Operation drop-down menu:

  • Addition

  • Multiplication

  • Average

• Click the Done option.

• The users get directed back to the Add Questions for Goal page.

• Click the Save option.

• The selected question gets added to the Benchmark Goal. A message appears to assure the same.​

• Navigate to the benchmark page.

• Click the Add New Goal icon on the left pane of the page.

• The users get redirected to the Create Benchmark Goal page.

• Fill in the following information:

  • Goal Name

  • Goal Description

  • Upper Threshold

  • Lower Threshold

• Operation on Goal Question Values: Select an option from the drop-down menu.

• Is High Value True: Select an option from the drop-down menu.

• Click the Save option.

• A Benchmark goal gets added to the benchmark.

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• Navigate to the survey list.

• Click the Settings icon for options

• Select the Preview Survey option.

• The Preview of the selected survey opens.

• Select one display option from the top of the page.

• The Survey questions get displayed in the selected preview mode.

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• Click the Close option (provided for the preview page) to close the preview.

• Navigate to the benchmark goal page.

• Click the View Goal Question icon.

• A list view of all the added questions will be displayed as per:

  • Associated Questions

  • Question Type

  • Calculated Value

  • Actions

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Filter by Collector

• The users can check the response of a specific collector by applying this filter.

• Create the filter by following the given steps:

  • Open the Filter tab (It opens by default).

  • Provide the Filter Name.

  • Select a View.

  • Select the Filter by Collector option from the drop-down.

  • Select Collector to filter response by marking in the checkbox.

  • Click the Create Filter option.

• Multiple collector filters can be selected at a time.

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Filter by Completeness

• Open the Filter tab (It opens by default).

• Provide the Filter Name.

• Select a View.

• It filters responses by their status.

• The responses can be divided into four sections, based on their status:

  • Completed Responses

  • Not Completed

  • Attempted Responses

  • Disqualified Responses

• Click the Create Filter option.

Filter by Respondent Metadata

• The collected responses can be filtered based on the respondents’ metadata.

• Currently, four types of metadata details are included:

  • IP Address

  • Email Address

  • First Name

  • Last Name

• The collected responses can be filtered based on anyone's metadata criteria.

Filter by Time

• The time of response is captured when a response is saved.

• Select a specific time by providing a start date and end date to filter responses.

Filter by Skipped Questions

• This option can be used to view all the questions where the respondent has not attempted an answer.

• The survey administrator can select a question as the filter.

Filter by Question and Answer

• This filter option is based on the various question types provided for Survey.

• This option contains mainly 2 question types:

  • Closed-ended Questions

  • Open-ended Questions

Question-Answer Filter applied to the Various Open-ended Question formats

This section describes how the input has been taken for the following question types to filter responses.

Comment

• Responses can be filtered by matching the entered text from Users’ comments for this question type.

• In the case of extensive comments, it depends upon row and column size and text limitation.

• Admin can filter some selected text from users’ comments as a response on any chosen level.

• Levels on which the text has been matched are:

  • All Words

  • Any Word

  • Exact Phrase

Textbox

• Responses can be filtered by matching the entered text from Users’ comments for this question type.

• This question type is mainly used for small comments.

• Admin can filter some selected text from users’ comments as a response on any chosen level.

• Levels on which the text has been matched are:

  • All Words

  • Any Word

  • Exact Phrase

Multiple Textbox

• Responses can be filtered by matching the entered text from Users’ comments for this question type.

• This question type is the same as Textbox, but users can choose multiple answer choices that will be determined through the row.

• Admin can filter some selected text from users’ comments for only one row of the question and one matching level at a time.

• Levels on which the text has been matched are:

  • All Words

  • Any Word

  • Exact Phrase

Contact Details

• Responses can be filtered by matching the entered text from Users’ responses to this question type.

• It is the same as Textbox, but the rows will be provided with the fixed description in this type of question.

• Admin can filter some selected text from users’ information for only one row of the question and one matching level at a time.

• Levels on which the text has been matched are:

  • All Words

  • Any Word

  • Exact Phrase

Numerical Textbox

• Responses can be filtered by matching the entered number from Users’ responses.

• Responses can be filtered by a given number in the filter with all responses to this question.

• Constraints on which this filter will be applied are:

  • Greater than

  • Less than

  • Equal to (default option)

Slider

• Responses can be filtered by matching the entered number from Users’ responses.

• This question type is the same as Numerical type, but users can have the option to select a value in each range only.

• Responses can be filtered by a given number in the filter with all responses to this question.

• The constraints on which this filter will be applied are:

  • Greater than

  • Less than

  • Equal to

Date and Time

• Responses can be filtered by matching the entered date from Users’ responses.

• This question type is the same as Numerical type, but users can have the option to select a value in each range only.

• Responses can be filtered by a given date with constraints of matching level in the filter with all responses to this question.

• The constraints on which this filter will be applied are:

  • Exactly

  • Before

  • After

• The constraints mentioned above apply to the selected date.

Multiple Choice Single Answer

• Responses can be filtered by matching the selected option from the Users’ response.

• The users can select only one option to filter the responses. The selected option will be reflected in all the tabs on the right panel.

Yes/No

• Responses can be filtered by matching the selected option.

  • E.g., select either Yes or No option from Users’ response.

• The users can select only one option to filter the responses. The selected option will be reflected in all the tabs on the right panel.

Single Answer Picture

• Responses can be filtered by matching the selected option from the Users’ response.

• Users can select only one option to filter the responses. The selected option will be reflected in all the tabs on the right panel.

• Users are provided with extra information.

  • E.g., An image gets provided with each option to express the option very clearly.

Multiple Answer Picture

• Responses can be filtered by matching the selected option from the Users’ response.

• Users can select multiple options to filter the responses. Apply ‘OR’ logic on the selected options.

Net Promoter Score

• Responses can be filtered by matching the selected option from the Users’ response.

• The users can select multiple options to filter the responses. Apply ‘OR’ logic on the selected options.

Multiple Choice Multiple Answer

• Responses can be filtered by matching the selected option from the Users’ response.

• The users can select multiple options to filter the responses. Apply ‘OR’ logic on the selected options.

Rating Scale

• Responses can be filtered by matching the selected option from the Users’ response.

• The users can select any row value from the drop-down menu.

• Select a column or multiple columns using the radio box.

• Based on the above selection response gets filtered.

Matrix Single Answer Per Row

• Responses can be filtered by matching the selected option from the Users’ response.

• Users can select a row value from the drop-down menu and anyone-column from the radio box. Based on this selection response will be filtered.

• Each selection is mandatory.

Matrix Multiple Answer Per Row

• Responses can be filtered by matching the selected option from the Users’ response.

• The users can select a row value from the drop-down menu and a column from the checkbox. Based on this selection response will be filtered.

• Each selection is mandatory.

Ranking

• Responses can be filtered by matching the selected option from the Users’ response.

• The users can select a row value from the drop-down menu and one column from the radio box as rank. Based on this selection response will be filtered.

• Each selection is mandatory.

Dropdown

• Responses can be filtered by matching the selected option from the Users’ response.

• The users can select only one option to filter the responses. The chosen option will be reflected on all the tabs on the right panel.

Dropdown Multiple Selection

• Responses can be filtered by matching the selected option from the Users’ response.

• Users can select multiple options to filter the responses. Apply OR logic on the selected options. The selected options will be reflected on all the tabs on the right panel.

Multiple Dropdown Same Option

• Responses can be filtered by matching the selected option from the Users’ response.

• The users can select a row value from the drop-down (i.e., ‘drop-down head’) one column from the radio box to filter responses. Based on this selection response will be filtered.

• Each selection is mandatory.

Multiple Dropdown Different Option

• Responses can be filtered by matching the selected options from Users’ responses.

• The users can select a row value, one column value from the drop-down menu, and one option from the radio box. Based on this selection response will be filtered.

• Each selection is mandatory.

Matrix of Dropdown Same Option

• Responses can be filtered by matching the selected options from Users’ responses.

• The users can select a row value, one column value from the drop-down menu, and one option from the radio box. Based on this selection response will be filtered.

• Each selection is mandatory.

Matrix of Dropdown Different Option

• Responses can be filtered by matching the selected options from Users’ responses.

• Users can select a row value, one column value from the drop-down menu, and one option from the radio box. Based on this selection response will be filtered.

• Each selection is mandatory.

Parent-Child Drop-down for Level 2

• Responses can be filtered by matching the selected options from Users’ responses.

• Users must select any one option from the First Level drop-down menu and one option from the Second Level drop-down menu. Based on this selection response will be filtered.

• Each selection is mandatory.

Parent-Child Drop-down for Level 3

• Responses can be filtered by matching the selected options from Users’ responses.

• Users must select one option from the First Level drop-down menu, one option from the Second Level drop-down menu, and one option from the Third Level radio box. Based on this selection response will be filtered.

• Each selection is mandatory.

• Click the Edit icon provided next to a Benchmark goal name (on the left pane of the page).

• The users get redirected to the Edit Benchmark Goal page (on the right pane of the page).

• Edit the below mentioned details (if desired):

  • Goal Name

  • Goal Description

  • Upper Threshold

  • Lower Threshold

  • Operation on Goal Question Values: select an option from the drop-down menu

  • Is High Value True: Select an option from the drop-down menu

• Click the Update Goal option.

• The edited goal information gets saved.

• Select the Delete icon provided next to the benchmark goal name (on the left pane of the page).

• A dialog window appears to confirm the action of deletion.

• Click the OK option.

• The selected benchmark goal will get deleted.

• This feature displays design and response summaries for the selected survey.

• Navigate to the Survey home page.

• Click the More Options icon.

• A drop-down menu gets displayed.

• Select the Survey Summary option from the drop-down menu.

• A new page appears containing the detailed survey summary.

This option is provided to reuse an existing survey with required modification to collect responses.

• Navigate to the Survey home page.

• Click the More Options icon.

• Select the Copy Survey option from the menu.

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• A message appears to notify that the selected survey has been copied successfully.​

• A new survey gets added to the survey list.

• The name of the copied survey gets displayed as Copy_of_name of the original Survey E.g., a copy of the Mobile Trends Survey gets renamed as Copy_of_Mobile Trends Survey.

​

• Navigate to the Survey list.

• Click the More Options icon provided next to a survey name.

• Select the Manage Datamart option from the context menu.

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• A new screen gets launched to create/ update Datamart.

• Fill the following information:

  • Datamart Status: It will show that no Datamart has been created.

  • Database Type: Currently MySQL database is supported.

  • Database Name: Enter the name of the database where you want to write the survey data.

  • URL: Enter the proper IP link or data address.

  • Port: Provide the port number.

  • Username: Provide the username.

  • Password: Provide a password.

  • Datamart Description: Enter a description of the Datamart (It is an optional field).

• Click the Create/ Update Datamart option to create a Datamart.

OR

Click the Reset option to reset the details (if required).

• The users get directed to a new page (if a Datamart is created successfully) and the Datamart Status gets displayed on that page to confirm the successful creation of a Datamart.

• Click the Refresh icon.

• The created Datamart gets displayed on the page.

• Click the Datamart name to open the Datamart details.

• Navigate to the question list for a benchmark goal.

• Click the Delete icon provided under the Actions.

• A dialog window appears to confirm the deletion.

• Click the OK option.

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• The selected question gets removed from the benchmark goal.

• Navigate to the Manage Datamart of Your Survey page.

• The DataMart details will be displayed.

• Click the Update Settings icon.

• The Scheduler View window opens.

• Click the Create Scheduler option.

• The users get directed to a new screen.

• Complete the following configurations:

  • Select a time range option

  • Enter start date

  • Select any one option to schedule refresh:

    • Every

    • At

  • Enter an end date.

• Click the Save option.

• A success message appears, and the scheduler is created successfully, the screen will display the Edit Scheduler and Stop Scheduler options.​

Editing the Scheduler

• Click the Edit Scheduler on the Create Scheduler screen.

• Edit information as needed.

• Click the Update Scheduler option.

• The scheduler information gets updated successfully.

Stopping a Scheduler

• Click the Stop Scheduler option.

• The scheduler gets stopped.

• A message appears to notify that the scheduler is stopped.

• Click the Restart Scheduler to resume the scheduler.

• A message appears to notify that the scheduler is restarted.

Update Now

• Click the Update Now icon on the Manage DataMart for Your Survey screen.

• A window will be displayed, allowing the user to update the scheduler manually.

• Click the Update Now option.

• The scheduler gets updated.

Edit DataMart

Users can edit or reset DataMart information by using the Edit DataMart icon.

• Click the Edit DataMart icon.

• DataMart details for the selected survey will be displayed

• Click the Edit DataMart Detail option.

• Edit information for the DataMart as needed.

• Click the Update DataMart icon.

• The DataMart details get updated successfully.

• Select the Create New Contacts option that has been displayed by default after creating a contact group.

Or

• Select the Create New Contacts option from the More Options context menu provided next to the Contact Name.

• The user gets redirected on the Create Contacts panel.

• Enter the following information manually:

  • First Name

  • Last Name

  • Email

  • Mobile No.

• Click the Create option.

• The manually added contact gets created and added to the Contacts List.

• A message appears to display the same.

Add Multiple Contact (Manually)

• Navigate to the Contacts page.

• Click the Add option multiple time to add multiple contacts fields.

• Enter the required contact details and click the Create option to create the multiple contacts.

• Select the Upload Contacts from CSV option that has been displayed by default after creating a contact group.

OR

• Select the Upload Contacts from CSV option from the Settings drop-down menu provided next to the Contact Name.

• The user gets redirected on the Create Contacts panel.

• Click the Browse File option.

• The contact details get displayed on the screen from the CSV file.

• Select the Update option.

• Select contact details by tick marking the boxes.

• Click the Submit option.

• The selected contacts get uploaded to the contact list.

• A message appears to inform the same.

• Navigate to the survey home page.

• Click the More Options icon provided next to a Survey Name.

• A drop-down menu will be displayed.

• Select the Delete Survey option from the drop-down menu.

• A new window will pop-up to confirm the deletion.

• Click the OK option.

​​

• The selected survey gets deleted.

• Click the Menu icon on the top right corner.

• A context menu opens.

• Select the Contacts option from the context menu.

​​​

• The Contacts page opens with the Create New Contact Group.

• Enter the Group Name in the given field to create a new contact group.

• Click the Create New option.

• A new contact group gets created and added on the left side of the screen pane.

• A message appears to inform the same.

• The user gets two ways to create Contact

  • Upload Contacts from CSV

  • Create New Contacts (manually create contacts)

• Click the Settings icon on the Contacts page.

• A context menu opens.

• Select the Edit Contact Group option.

​​

• The users get redirected to edit the contact group details.

• Edit the Group Name.

• Click the Edit option.

• The desired information in the contact group gets edited.

This option allows users to reuse surveys. Users can even modify the survey questions if needed.

• Click the menu icon on the top right corner.

• A context menu opens.

• Select the Survey Templates option.

​​

• The Survey Templates page opens.

• Click the Preview option.

• The preview of the selected Survey Template opens.

• Click the Use This Template option.

• To create/modify a survey based on the selected survey template in the current user account.

• Click Settings icon on the Contacts page.

• A context menu opens.

• Select the Delete Contact Group option.

​​

• A dialog window opens to confirm the deletion.

• Click the OK option.

​​

• The selected contact group gets deleted.

• Click the More Options icon on the Contacts page.

• A context menu opens.

• Select the List Contacts option.

​​

• The existing contacts get listed with the added contact details for the contacts.