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Intermediate Survey Setup: Page Conditions, Survey Options, Templates, Troubleshooting & Analytics

Learn how to set up page conditions, customize survey options, use templates, troubleshoot issues, and analyze survey responses effectively.

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Intermediate Survey Setup: Page Conditions, Survey Options, Templates, Troubleshooting & Analytics

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  1. “Survey Says...” Beyond the Basics: Intermediate Survey Setup - Part 2 Anderson & Isabel

  2. Session starters Please silence all cell phones Please hold questions for question breaks Please state your name and organizationwhen asking a question PowerPoints and handouts are available at www.csoresearch.com/csoconference Sit back, relax and let’s have some fun!

  3. Let’s Discuss • Page Conditions • Survey Options • Templates • Troubleshooting • Analytics

  4. Page Conditions • What is a Page Condition? • A criteria to determine if a user can or not see a page of the survey based on how they answer previous questions. • Think of it like a bouncer at the door of a dance club, you have to answer the question a certain way to be let in

  5. Page Conditions Continued • Why should I use page conditions? • Allows for a single survey to apply to a wider audience through redirects • Survey takers do not have to answer every question, just those that apply • Tips/Advice • Complete all questions, then add page conditions • Map it out/ Think ahead! • Test, test, test!

  6. Page Conditions Continued

  7. Editing Page Conditions

  8. Question Break

  9. Survey Options • Survey specific

  10. Survey Options • Completion Action • Desired action that should occur when a user completes the survey. • Completion Message • Completion URL • Redirect after completion • URL for Cancel button

  11. Survey Options Continued • Button and Page Numbering Option • Send Responses To • Receive notifications after every survey response • Multiple email addresses can be notified • Separated by semi-colon • Email Respondent • Select Yes • Choose the survey question that contains the email address

  12. Questions?

  13. Templates • What can you do? • Add images (school logo) • Incorporate School Specific Colors (hex codes) • Customize fonts • Include headers and footers • Benefits • Branding • Reach target audience • Time saver & more attractive/appealing • Seamless • Choose your template • Preview before launching!

  14. Analyze Your Survey Responses • Survey Module • Results Overview • Individual Responses • Export Data to Excel • CSO (when prompting) • Student Report • Pull CSO student information

  15. Analytics: Reporting in CSO • Tools  Reports  New Report: User Type • Include survey data with report in Field Selection • Using Criteria select the particular survey and the user responses will be included

  16. Analytics: Reporting in Survey Module • Select Analyze • Bar Graphs • Percentages • Individual Responses • Export Results into Excel Spreadsheets

  17. Question Break

  18. Troubleshooting Your Surveys • “My survey is not sending” • What to check • Survey date range (in the Survey Module) • Status (Open/Closed) • Launch Options are Correct • “My survey is going to the wrong users” • What to check • Survey Criteria

  19. Troubleshooting Your Surveys Cont. • “The order of questions is incorrect” • What to check • Page Conditions in correct location • Page Condition Groups • “Users are not completing their surveys” • What to check • There is a 15 minute timeout per page – add in a memo to the top of each page explaining the timeout • Take the survey and see if you need to separate some pages

  20. Questions

  21. Thank you for attending! If you have any additional questions, please contact the Support Team or your CRM. What’s next? Safe journey home!

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