SurveyMonkey 2008 User Manual

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SURVEYMONKEY USER MANUAL

5/14/2008

User Guide for Managing Accounts, Creating, Distributing, & Analyzing Surveys within SurveyMonkey.

copied without the express written consent of SurveyMonkey.com.

SurveyMonkey User Manual

Table of Contents & Summary

I. Getting Started …..…………………………………………………………….. pg. 3

1. Creating accounts and upgrading pg. 3

2. Pricing and payment options pg. 3

3. Features of Basic and Professional accounts pg. 4

II. Survey Design ……………………………………………………………………. pg. 7

A. A new survey pg. 7

4. Where to begin pg. 7

5. How to add questions and pages pg. 7

6. Types of questions available and Features pg. 8 a) Types of questions pg. 8 b) Features pg. 9

i. Adding a comment field

ii. Required to answer

iii. Text validation

iv. Change of question size and placement

7. Copying a survey pg. 13

8. Editing the survey theme pg. 14

9. Survey Options pg. 16

i. Page and question numbering

ii. Add logo to survey

iii. Progress bar settings

iv. Survey page/titles

v. Navigation button

10. Skip Logic pg. 19

B. Edit an existing survey pg. 21

11. Copy or move a page/question pg. 21

12. Add a page or insert a page break pg. 22

13. Delete a page/questions pg. 23

14. Restore deleted questions pg. 24

15. Edit a question with responses collected pg. 25

C. Print a survey or responses pg. 27

III. Collecting Responses ………………………………………………………… pg. 29

A. Collectors ……………………….……………………………………………………… pg. 29

B. Collector Settings and Restrictions ………………………………………………………… pg. 32

i. Collector Settings

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ii. Collector Restrictions

C. Sending out the link ………………………………….…………………………………………… pg. 39

1. Send through own email client pg. 40

- Adding manual entries pg. 42

2. Post on your website pg. 45

3. Post a pop up invitation pg. 47

4. Send through SurveyMonkey Email pg. 48

i. Upload emails to a list

ii. Compose a message

iii. Send a reminder email

iv. Add new invitees to list and send message

v. Send a 2

vi. Track the emails by status – responses, no response, opt outs

vii. Export emails from the collector – including opt out & bounced emails

viii. Edit email addresses in an existing list

message to the same survey or using custom criteria

IV. Analyzing & Exporting Data ………………………………………………. pg. 65

1. Browse respondents to edit or delete pg. 66

- Response Type pg. 67

2. Creating filters pg. 71

i. Filter by response pg. 71

ii. Filter by properties or collectors pg. 73

iii. Managing multiple or saved filters pg. 74

3. Exporting pg. 75

4. Sharing Survey Responses pg. 77

5. Custom Reports & Sharing Data pg 79

V. My Account ………………………..………………………………………………. pg. 81

1. Share an account pg. 81

2. Change emails on account pg. 81

3. Change time zone on account pg. 82

4. Change the account subscription or credit card pg. 82

5. Transfer a survey to another account pg. 84

6. Creating folders and moving surveys pg. 85

7. The Address Book pg. 86

8. Tracking the identity of respondents pg. 88

9. SSL encryption pg. 91

10. Cancel an account pg. 91

11. Security pg. 92

12. Troubleshooting pg. 93

VI. Conclusion ………………………..………………………………………………. pg. 94

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SurveyMonkey User Manual

I. GETTING STARTED

Welcome to SurveyMonkey! This user‟s manual will guide you through all areas

of using the online survey tool. It takes you from start to finish covering topics such as creating and upgrading accounts, designing surveys, collecting responses, analyzing data, and managing accounts. In addition, the manual also links you directly to sections of our FAQs and Tutorials. Simply click on the hyperlinks (indicated in blue underlines) and go directly to our Help Center topics for additional information.

1. Creating Accounts and Up grad ing

If you are ready to begin using the online survey tool, first you must create an account. We don‟t offer what many consider a “license” since you are not purchasing software. You also do not need to download any software to use the tool. Everything is accomplished by logging into your registered account!

What we do offer are Basic or Professional subscriptions. SurveyMonkey is an online survey tool where users can create accounts, design surveys, distribute them to an audience, and collect/analyze the responses. All of this is done within your account, and all surveys and data are hosted on our site and servers.

To begin using SurveyMonkey, you can activate your account by clicking on the Join Now for Free icon located on the homepage:

This creates a Basic or free status account. If you would like to upgrade from the Basic to the Professional subscription, click on the Upgrade button located on the "Welcome Back" section of our homepage or on the top portion of any page in the account. As a Professional subscriber, you will have access to the premium features.

2. Prici ng and Pa ym ent O ptions

A Professional subscription is $19.95/month, $59.85/quarter, or $200/year.

The Monthly & Quarterly Professional Subscriptions include up to 1000 survey

responses per month. If you exceed 1000 survey responses in any given 30 day

billing cycle, there is an additional charge of USD$0.05 per survey response.

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The Yearly Professional Subscription plan offers unlimited responses on all

surveys in your account at no additional cost. You can upgrade your account to

yearly at any time. Click here for instructions on upgrading to unlimited

responses.

You can immediately activate any subscription plan with a business or personal credit card. We accept Visa, MasterCard, American Express, and Discover.

We also do accept purchase orders and check/invoice payments for quarterly and annual subscriptions only. However, we do require payment before activating the account.

1. You can complete the registration process by clicking on the "Join

Now/Upgrade" button on our homepage.

2. Select Pay by Check and choose either a quarterly or annual plan.

3. Once you complete the upgrade process, you will be emailed an invoice for

payment. The invoice will include our mailing and payment information.

SSL Encryption:

If you are concerned about extra security, we do offer SSL encryption for the survey link, survey pages, and exports during transmission. A site or survey with SSL encryption will show the 's' in the 'http' URL address. It will appear as https://www.surveymonkey.com. This is commonly used for online banking sites or sites that transmit secured information. In order to stay in compliance with HIPPA regulations, we recommend that SSL encryption be purchased for your account.

The cost is an additional $9.95 per month or $100 with the yearly subscription.

You can choose to add SSL encryption to the account during the upgrade process. If you need to add the encryption after you have upgraded the account, you can send that request into our email support center. We can add it onto the account for you.

3. Feature s of Ba sic and Pro fession al Acco unts

a. Basic Account

The Basic subscription is completely free, and it allows you to create as many surveys as you would like! You are never forced to upgrade the account, and we do

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not delete your surveys or data collected if you do not upgrade by a certain time. You can keep a Basic account for as long as you would like.

You do have the ability to share one login and password for multi-user access. Simply have the person you are sharing the account with use the login and password to log in on our homepage.

We do not assign multiple logins and passwords on individual accounts.

Please keep in mind that you are also sharing full administrative privileges to your account with other users. We do not provide the ability to have different access levels to the account.

The following are the features of a Basic subscription:

Up to 10 questions per survey 100 responses per survey 15 types of questions Collect responses via weblink Collect responses via email View live results as they are recorded Supports any language, including Unicode Survey completion progress bar Automatic numbering for pages/questions 15 pre-built survey themes Limit of 3 Collectors per survey

b. Professional Account

Professional subscribers have access to a wealth of advanced features. In addition to the Basic features of SurveyMonkey, Professional subscribers have unlimited access to all of the features described below:

No Limits - You can create surveys with an unlimited number of questions, spanning an unlimited number of pages. Unlike other services, you are not charged extra for long surveys.

Create Skip Logic (Conditional Logic) - You can customize the path a respondent takes through your survey by adding skip logic. This eliminates unnecessary confusion by skipping non-applicable questions. It is a proven way to reduce "drop-outs" and overall frustration.

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Require Answers - This feature makes sure that you receive a response to essential questions. You can specify on a question by question basis which questions require an answer. This helps to improve the quality of your data.

Randomize Answer Choices - The ordering of choices within a question can introduce an unintended bias. Randomizing answer choices works to eliminate this "order bias."

Add a Logo - Branding your survey gives your survey a professional feel. You can use any logo up to 50K in size at the top of every page in your survey.

Create Custom Themes - Every element of your survey can be customized: fonts,

sizes, and colors. After creating your own custom theme, you can apply it to all your

future surveys.

Generate Popup Invitations - To increase response rates, you can create a custom

popup invitation for your own website. Simply cut and paste the code into any

webpage to start generating invitations. To minimize annoyance to your visitors, invitations will only popup once.

Custom Redirect - Once your survey is complete, respondents will be redirected to the page of your choice. By default, completed surveys are redirected to the SurveyMonkey homepage.

Filter Results - A powerful feature that helps you find patterns in your results. Ask questions such as: "Show me only those respondents who answered choice x in question y." Any question in your survey (even open-ended) can be filtered. The entire results section will reflect your filter choices.

Share Results - Let others view your results without giving them access to your account. You can control which results are visible, and how the results may be used.

Download Results - All the data can be downloaded to your local computer for further analysis. Take your summary results into Excel to create graphs. Save the detail results to your hard drive for safekeeping. You are in complete control.

Create PDF - You have the ability create a printable PDF version of your survey. You can also print off a PDF version of the survey results.

Custom Reports - You can now create custom reports to include only the questions in which you're interested. Export them or share them with others for easier data management and/or analysis.

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II. SURVEY DESIGN

A. New Survey

4. Where to Begin?

When you are ready to begin creating a survey, you will click on the Create

Survey tab located on the page header of the SurveyMonkey account. From here you

will choose if you want to create a survey from scratch, from a survey template, or from an existing survey in the account. Name the survey and you are ready to go!

For additional information in creating surveys, click here to view the online

Tutorials!

 After naming the survey, the

Edit Survey page immediately opens.

 From here you will click on the

Add Question Here button to insert your first question.

 If you want to add pages to

your survey, simply click the Add Page Here button where you want to insert the page.

5. How to Add Que st ions and P ages

Once you begin designing your survey and every time you add or create a new question, a window will open up within the survey designer. (The actual survey design page will be tinted out behind the window as indicated in the picture on the next page.)

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From here you will:

 Choose your question type from the

dropdown menu.

 Type the question into the provided

textbox.

 Type the answer choices into the

provided textbox (each must be on its own line).

 Choose to add any of the additional

features (e.g. randomize choices, set to required answer, etc).

 Click the Save Changes button when

you are finished.

Please note: Any time you exit that survey editor to navigate through the account and when you need to re-enter back into the Design or Survey Edit mode, you will click on the Design icon located to the right of the survey title on the My Surveys page:

Design Icon

6. Types o f Questions Available and Feat ures:

a. Question Types

To add a question to your survey, a dropdown menu is presented after clicking the Add Question button. From here you can choose which type you want to add. You can also view the question examples on our homepage under the types of

questions link. This will give you an idea of what types of questions you can add to

your survey. Plus it shows you examples of how they are used. If you need additional information on survey design, please refer to the Smart Survey Design guide also located in the Help Center of your account. This guide provides tips on designing effective surveys.

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b. Features

When adding questions to the survey, you have the ability to add individual

features to those questions. Both Professional and Basic accounts provide access to these, and they allow you greater control of the survey responses. The additional features available are:

 Adding a comment field  Required to answer option  Text validation  Change of question size and placement

i. Adding a comment field

You can add comment boxes to the Multiple Choice and to the Matrix/Rating questions. When adding this feature, if you do not want the comment box as an answer choice but do want the comment box to appear within the question, then please leave that option unmarked (see the red arrow in the image on this page).

- Multiple Choice Types:

When creating the Multiple Choice type questions (One Answer or Multiple Answers), you can choose to include a comment field as an answer choice or to keep it as a separate comment field. In the question design you can:

Modify the Field Label. Configure the Comment Box Size. Here you can change the size of the

comment box based on a „characters wide‟ parameter.

Set up the Text Validation by the following criteria: text of a specific length,

whole number, decimal number, date format (UK/US), or email address.

Customize the error message if a respondent fails to answer the comment box.

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- Matrix/Rating Types:

When creating a matrix or rating question, you will see the option to Add Comment Field. From here you can change the following:

Modify the Field Label. Configure the Comment Box Size. Here you can change the size of the

comment box based on a „characters wide‟ parameter.

Set up the Text Validation by the following criteria: text of a specific length,

whole number, decimal number, date format (UK/US), or email address.

Customize the error message if a respondent fails to answer the comment box.

ii. Require to Answer

As a Professional or Basic subscriber, you can set the Require Answer to Question feature on a question. After choosing the question type to add and then entering the text and answer choices, scroll down to the Require Answer to Question option. Place a tick mark next to the option. You can then customize the "failure to answer" message in the provided section. Now your respondents will know what they failed to answer correctly and on which question.

Click the Save Changes button when you are finished. An asterisk will appear next to the questions with the required answer feature activated on it.

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Additional Information:

There is a feature that allows multiple choice questions to limit "how many" choices a respondent can answer when setting up the Required Answer feature.

When you create a Multiple Choice, Matrix/Rating, or Open-Ended (Multiple Answers Allowed) type question, then set the Require Answer to Question to where the respondent must answer according to either of the following options:

♦ All ♦ At least ♦ At most ♦ Exactly

Next set the amount of choices you want to allow.

You will need to edit the error message if you apply a limit to your answer

choices so the error message corresponds to how you have set up the feature.

For example: If you have a list of 10 items and you restrict it to "exactly" "3" answer choices can be selected, then we would recommend setting the error message to something like:

"You have picked more than the allotted answer choice limit. Please restrict your response to 3 choices."

iii. Text Validation

When creating Open Ended questions with input boxes you can “validate” how

the responses are to be entered by the respondents (e.g. whole numbers, decimal numbers, date format, etc).

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You will see the Text Validation located under the question while you are in the design mode. When you click on the dropdown menu, the following validation parameters are available:

don't validate comment text must be a specific length must be a whole number must be a decimal number must be a date must be an email address

iv. Change Question Size and Placement

You can edit the size and placement of questions. When you click on the Edit button associated with a question in the Design mode, you will notice the Question

Type & Format option on the Question Editor page. Click on the Change Question Size & Placement option. Depending on the type of question, you can set a percent

or fixed/pixel question width, column width, or comment/input box size.

You also have the ability to edit the size of the comment or input boxes for the Open Ended question types or for a comment box. When you click on the Edit button associated with a question, you will notice the Question Type & Format option on

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the Question Editor page. Click on the Change Question Size & Placement option located under that question type.

 With the Comment Box or Essay Box type of question, you can create a text box

based on the number of lines and the number of characters wide (e.g. 5

lines/20 characters wide or 10 lines/70 characters wide).

 With the Single Line Input Box you can set the input box according

to character widths (e.g. 30 characters up to 100 characters).

7. Copy a Survey

The ability to create a copy of any survey in your account is available to all subscribers. This is done under the Create Survey tab.

Please note: If the survey has any responses, the responses will not be copied. In

addition, only the survey design itself will be copied. No collectors or their settings will be copied from the original survey. You will need to create new collectors and set up the settings and restrictions for any new or copied survey.

In order to copy an existing survey, please do the following:

 Step 1: Click on the Create

Survey tab.

 Step 2: Choose the Copy

from Existing Survey option. Here you will select the name of the survey to copy in the provided dropdown menu. Click the Create Survey button when you are finished naming it.

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8. Editi ng a Theme

As a Professional subscriber, the tool does allow for more editing capabilities in the survey themes. You can either choose to edit an existing theme or add a new theme by editing a current theme template. While designing your survey, you will see those options in the Edit Survey mode.

If you want to brand the survey to fit your organization's needs, you can do the following:

The color picker allows you to enter in your own hex code for more specialized

colors.

You can add elements like Bold, Underline, or Italics to the text in the title,

page titles & descriptions, question headings & choices, exit link, and error

text message. [Click here for more information in using HTML in the survey

design itself.]

The progress bar can be customized.

Your own logo can be added to the survey design. This is located under the Survey Design > Add Logo to Survey option. Browse to upload the logo image from your computer into the survey design.

You can edit or create a new theme for a survey the following way:

Step 1: Click the Design icon next to the survey title to access the Edit Survey mode.

Step 2: Click on the New or Edit Theme button.

Step 3: Any of the preformatted themes can be edited with the Professional

subscription. On the Design page click the New button next to the theme dropdown

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menu. This will take you to the Theme Editor. From here you may customize the fonts, colors, and sizes of many elements of your survey and rename the customized theme.

You can access different elements of a theme by selecting certain properties from the menu. Edit these properties to customize a new theme or brand the survey design to your company. Click the Save Changes button when you are finished:

Survey Font & Background Survey Title Page Title Page Description Question Heading Question Choices/Rows Progress Bar Exit Link Required Asterisk Error Text

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9. Survey Options

The survey options are located within the Design section of the survey. These options allow you to place more items on the survey like page numbers, logo, progress bar, etc. The following are available under the Survey Options:

 Page and question numbering  Add logo to survey  Progress bar settings  Survey page/titles  Navigation button

i. Page & Question Numbering

You can edit the page and question numbering of your survey. You will be able to choose between the following options:

Page numbering Question numbering Or both options

If you choose the page numbering, you have the option of numbering each page of questions separately or numbering the questions sequentially over the entire survey.

Please note: If you want your own numbering system, then you will uncheck the

'Use Question Numbering' under this section. From here you will manually type in the question number preceding the text for the question in the „question‟ text box set up.

To edit the page and/or question numbering, please follow these three steps:

Step 1: Click on the Design icon next to the survey title on the My Surveys page.

Step 2: Click on the Survey Options.

Step 3: Access the Page and Question Numbering section. Then click the Save

Changes button when you are finished creating the options on the page.

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ii. Add Logo

As a Professional subscriber, you can add your own organization's logo to the survey design. You can use any logo up to 50K in size at the top left hand corner of every page in your survey. The logo must be in a .GIF or .JPG format.

To add a logo to your survey, please follow these steps:

Step 1: Click the Design icon next to the survey title on the My Surveys page:

Step 2: Select the Survey Options button and scroll to the Add Logo to Survey

section:

Step 3: Access the Add Logo section. Click the "Browse..." button and locate the logo

file on your computer. Click the Save Logo button and the image will appear in the Custom Logo section for a preview. Click the Save button again to finalize.

 If you need to delete the

logo, click the Delete Logo button.

 If you need to re-size the

logo, you will need to edit the size and resolution of your logo in your own image editing program.

iii. Progress Bar

Both Basic and Professional subscribers can add a progress bar to any survey. Professional subscribers can then customize the look of a progress bar by clicking on the Add button next to the theme selected in the dropdown. Select the progress bar from the properties menu to edit the width, text size, border width, border color, background, text color, or bar color. Rename the theme and click on the Add Theme button when you are finished.

Here are the basic steps for adding a progress bar to any survey:

Step 1: Click on the Design icon next to the survey title on the My Surveys page.

Step 2: Click on the Survey Options button located on the left side of the survey

design page.

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Step 3: Access the Progress Bar section and select where you want the bar to appear

on every page. Click the Save button when you are finished.

iv. Survey Pages and Title

You do have the ability to hide the survey title or the page heading/titles when a respondent takes the survey. In order to hide the titles, please follow these steps:

Step 1: Click on the Design icon next to the survey title on the My Surveys page.

Step 2: From here you will click the Survey Options button located on the left side of

the page.

Step 3: Scroll down to the section that says Survey/Pages Titles and uncheck the

option to Show Survey Title in Actual Survey. Now the title or page title will be hidden for the respondents. Click the Save Changes button when you are finished.

v. Navigation Titles

In order for your respondents to move through the survey, Navigation links are used. You can customize the links under the Design icon on your My Surveys page. Simply type in the word(s) you would like to use for the navigation text.

Here is how to change the navigation links:

Step 1: Click on the Design icon next to the survey title on the My Surveys page.

Step 2: Click on the Survey Options button located on the left hand side of the

survey design page.

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Step 3: Access the Navigation Buttons section and re-type in whatever words you

would like to use as the navigation links. Click the Save button when you are finished updating.

10. Skip Logic

The goal of Skip Logic is to collect certain data on specific survey participants. This is accomplished by directing respondents through the survey based on responses to questions. This allows you to route respondents to a page of follow-up questions intended only for them.

Skip logic happens when a respondent clicks on the “Next >>” button at the

bottom of a survey page. By default, when a respondent clicks “Next >>” the next page of the survey will load. With skip logic in place, you can force the respondents to skip over pages of your survey. When adding Skip Logic to your survey design, only the Multiple Choice questions (One Answer and Multiple Choice Answer) allow skip logic to be added. In addition, you will only see the "Add Logic" button next to those question types that allow it to be added.

The following topics are the basic principles of SurveyMonkey skip logic:

a. How Logic is Triggered:

Skip logic happens or is triggered when a respondent clicks the “Next >>” button on

the bottom of a survey page. Therefore, when using question skip logic, it must jump respondents to a page of follow up questions. Jumping respondents to questions on the same page is not possible. Also, it is not possible to have a question(s) immediately pop up based on the previous answer choice.

b. One to One Relationship:

Logic is a one to one relationship. If you choose the "multiple choices (multiple answers)" type, apply logic on more than one answer choice and allow respondents to

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select more than one answer, it will not skip correctly. The logic will only skip according to the first answer choice selected.

c. Forward Pattern:

Due to the functionality of the logic, we recommend setting up the logic question on a page by itself or as the last question on a page. Logic should only skip respondents

forward in the survey. Skipping backwards will just create a loop.

d. What is Page vs. Question Skip Logic:

Page and Question skip logic serve different purposes. Do not use Question and Page skip logic on the same page.

PAGE skip logic does NOT require a specific answer and will jump automatically

to the designated page no matter what is answered on the page. (Page logic

will override the question skip logic.)

QUESTION skip Logic advances respondents to a page or series of follow-up

questions based on the answer to a particular question.

e. When to Use Question Skip Logic:

If you want to set up skip logic so that respondents will be asked some follow-up questions based on their response to a particular question, then you will want to place skip logic on a question. When you place skip logic on a question, it is generally a good idea to have this question as the last question on a survey page. Then you could place your follow-up question(s) on a separate page immediately following the current page. Your skip logic rule should be set up so that the respondents who do not choose the specific answer you are looking for will skip over the page of follow-up questions when they click “Next >>.”

f. When to Use Page Skip Logic:

If you have more than one group of follow-up questions and only want respondents to answer one group depending on their answer to a particular question, then you will want to create separate pages - one for each group of questions. This time, if respondents get sent to the first page of follow-up questions because of the way they answered your question, you do not want them to continue to the second page of follow-up questions. This is where you would want to place skip logic on the page.

You could set up skip logic on this page so that when the respondents clicked “Next >>” they will skip over the other pages of follow-up questions and continue with the

survey.

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g. Route All Respondents to Same End: Page

Please note that all respondents must end on the same page. You must route all respondents to the same last page of your survey where they will all click the same Done or Submit button.

Tutorial: To view an example of how to set up skip logic click here.

B. Editing an Existing Survey

Once you have created a survey, you can come back at any time to edit it even after it has started collecting responses. The following section covers the editing capabilities while in the Edit Survey mode once your survey has been created.

11. Copy or Move a Ques tion

After you have designed a survey or during the design process, you do have the ability to copy or move pages and questions within a survey design. When you are in the Edit Survey mode, you will notice the Move or Copy buttons associated with each question or page:

If you want to re-order or Move your questions/page:

 You will select the Move button

associated with the question/page you want to move.

 Then you will choose the Move

Question Here located in the

survey design to where you want to move that question.

 The Move Question Here button

will be located above or below an existing question. Then you can move the question into that location. (Follow the same principle to move a page. The Move Page Here button will be located above each page.)

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If you want to Copy a question/page:

You will select the Copy button associated with the question/page. Then the Paste Question Here button will appear above and below each

question. Just click on the one where you want to paste that question.

12. Add a Page or Insert Page Break

You can add a page in your survey by clicking on the Add Page button directly above or below an existing question. You can add page breaks in the survey design the following way:

Step 1: Click on the Design icon next to the survey title on the My Surveys page.

Step 2: Click on the Add Page Here or Split Page Here button, depending on where

you want to create a new page. You will also see the Add Question Here button highlighted in this example:

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13. Delete a Page and Questions

You can delete a page in the survey design if you no longer need it. When deleting a page, there is also an option to delete all questions currently on that page or move them to a different page. Please note: If you delete a question, then any responses collected on that question will also be deleted! Follow these steps in order to delete a page from a survey:

Step 1: Access the Edit Survey option by clicking on the Design icon for the survey.

Step 2: Here you will see your survey design and you can select the page you need to

access from the dropdown.

You will then see the Delete button at the top of the page.

Step 3: Click on the Delete button for that page and a prompt will open asking you if

you want to do the following: (Click the Yes, Delete Page when you are finished)

1. Delete all questions on the page.

2. Move all questions to the page above.

3. Move all questions to the page below.

Part 1 of 2: Click on the Delete button

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Part 2 of 2: Choose your option and click "Yes, Delete Page."

14. Restor e Deleted Q uestions

SurveyMonkey User Manual

You do have the ability to restore a question that has been deleted in the survey Design mode. The Restore feature will allow you to re-insert a deleted question back into your survey.

After 14 days of the deletion you will not be able to restore the question. Any

responses collected on that question will also be purged from the survey.

To restore a deleted question, please follow these four steps:

Step 1: Click on the Design icon next to the survey title on the My Surveys page:

Step 2: Click the Restore Questions button on the left side of the page.

Step 3: The prompt will open up showing deleted questions over the past 14 days.

Click the Restore button next to the one to add back into the survey.

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Step 4: This shows the survey design again on the Edit page. A Restore Question

Here button will appear next to any available place in which to restore the question.

Simply click that button where you want the deleted question to be inserted.

15. Edit a Q uestion wit h Responses Collected

Once a survey has started collecting responses, you will have some editing capabilities. However, you may not be able to fully edit a question that has received responses on all answer choices.

Please note: On the Survey Editor page when you click on the edit button associated with a question, the following prompt will open if responses have been collected:

You cannot change the question to an incompatible question type, nor can you

delete answer choices that have existing responses. While you can make most

changes, in order to fully edit the survey, you must clear your existing

responses.

Add an Answer Choice:

If you need to simply add an answer choice, then you will notice an Add Choices button under your current answer choices while in the question editor mode

(As indicated by the arrow in red in the example below).

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The Add Choices button will give a textbox where you can manually type in your new choice(s). A dropdown menu will also appear and you may pick where in the list of choices you want the answer to appear.

Or you can choose the Edit Choices button to edit any current choices.

Delete an Answer Choice:

If you need to delete an answer choice, you will notice the "hidden" checkbox option in a dropdown menu next to each answer choice or row when you click the Edit

Choices button.

 First, select the specific answer

choice from the dropdown menu.

 Second, click on the hidden

checkbox to make it a non-available answer choice or row.

 Click the Update Choice button

when you are finished.

Edit/Add Column Labels:

In addition, if you forgot to add column heading labels into a Matrix or Rating type question, simply scroll down to the "Label" textbox prompts and type in the correct column labels. Click the Save button when you are finished.

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C. Print a Survey Design or Data

There are a couple of print options for Professional subscribers. As a Professional subscriber, you can print the survey in the Design Survey section. In addition, within the Analyze section you can request a PDF version of the data and print off the results.

i. Print Survey Design:

Step 1: To print your survey, click on the Design icon on the My Surveys page next to

the survey title.

Step 2: Select the Print Survey button located on the left side of the page.

Step 3: Select your print options. You can also select if you want the Survey title

and/or the Page title at the top of every printed page. Click the Download Printable Survey button when you are finished.

In addition, you can change the theme of your survey temporarily to the Print Theme in the Edit Survey section. From here you can print out a clean black and white version.

For additional information on printing, please review the following Tutorial: Print

Survey.

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ii. Print PDF of Summary Results:

As a Professional subscriber, you will be able to print a PDF summary version of your survey results.

Please note: The open ended comments are not printed in the PDF summary

version. If you would like to print open ended comments, refer to the

following topic: Print Comments or print/export individual surveys.

Step 1: The PDF option is located on the Response Summary page under the Analyze

icon.

Step 2: Click on the Download Responses button located on the left hand side of the

Response Summary page:

Step 3: Select the Summary Report and choose the PDF format. Select your print

style, orientation, and paper size. Finalize the print setup by clicking on the Request Download button:

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III. COLLECTING RESPONSES

Once you have finished designing your survey, you are ready to send the survey to your audience and collect survey responses. Since the survey tool is an online tool, respondents will need to access the survey via a link or URL. You may be wondering, “Where do I get the links to do this?” The following section contains the information on where to get these links through the use of collectors. You can also check out the online tutorials for additional information. Click here to view the tutorials on collectors!

A. What is a Collector?

A collector enables you to collect responses for a survey. After designing your survey, you are ready to send it out to your audience. In order to get the survey to your audience, collectors are created. The kind of collector you create will determine what type of link is created and how it is to be administered.

There are three types of collectors you can create:

1. The Web Link Collector

2. The Email Invitation Collector

3. The Popup Window Collector

Once you are ready to configure your survey for distribution, these collector types are set up under the Collect icon for that survey:

Collect Icon

Each survey will have a Collectors Page that lists each collector created for a

specific survey.

There is no limit to the number of collectors for Professional subscribers.

However, the Basic subscription is limited to 3 collectors per survey.

Individual surveys can have one collector or multiple collectors running at the same time. Collectors each have their own unique settings and work independently of one another to enable greater collection control and survey analysis. If you do create more than one collector for a specific survey, you may need to make the

settings and restrictions congruent on each one (e.g. if they all need the same

redirect or jump to webpage, thank you page, max response, etc).

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Example of How to Use or Create Collectors:

The benefit of the collector is that it enables you to create a survey where different audiences need to be reached. Each collector‟s responses will all come back to the original survey‟s Analyze section, combined together into one results summary.

Here are three examples of how to create and use collectors effectively.

Example 1: Perhaps you want to have “tracked” vs. “anonymous” responses, or you

have additional responses to enter manually from a paper version.

1.) Let's say for example that you want to survey one group of participants anonymously.

Here you could name one Web Link collector as "Anonymous." Choose the setting to "create link for an email message or to place on a

webpage" under the Collector Summary.

Create the collector settings and restrictions. A link is generated for you to copy and paste into your own email provider or

website.

Save the Collector.

2.) Now, you may want to survey another group and be able to track their identities for the same survey.

Here you could set up a 2nd collector and choose the option to "upload your

email list and have us send a survey invitation." You can name it "Email List."

Select your settings and restrictions and save them. Import/create your email distribution list. Customize the message. Schedule the delivery for SurveyMonkey to send out the invitation message with

the survey link.

3.) Maybe you have a paper or hard copy survey that you now would like to incorporate into the rest of the responses.

Click the Collect icon next to the survey on the My Surveys page. Click the "Add New Collector" button. Choose the "create a link to send in an email message or to place on a

webpage."

Name the Collector "Data Entry" and click Next Step. Select the "Manual Data Entry" button on the left side of the screen. Select the "Add New Response" button. Once the new response is added, you can also go back in and Edit or

Delete a manually entered response.

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As a Professional subscriber, the Filter feature will enable you to filter your survey by Collector. If you want to only see the anonymous surveys then you could filter by the "Anonymous" collector.

Example 2: If you are an educator and need to survey “Student Responses,” “Teacher

Responses,” and “Administrator Responses,” then you can essentially create a

collector for each individual audience. Here you could potentially create three different collectors (or however many groups) to send out to each specific group:

Student Collector Teacher Collector Administrator Collector

You can apply filters later to specifically look at one specific collector‟s responses in the Analyze section (e.g. look for the student responses only).

Example 3: Your organization has offices worldwide and you want to survey each

office separately but still have all the data combined in one results summary. Here you could create the following three (or however many offices you have) collectors:

Hong Kong Office San Francisco Office London Office

Now you can create the settings and restrictions for each “office” collector and send

them out accordingly. Once you are in the analysis phases, you will still have all the data in one combined report. You can apply filters by collector to look at each office‟s responses individually.

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B. Collector Sett ings and Restric tions

The Options for your collectors are set up individually per each collector created on a survey. If you need to create, edit, or change the options associated with the survey, you can access them any time under the survey collector‟s Settings & Restrictions.

If you need to access a previously created collector to make these option changes, click the Collect icon on the My Surveys page next to the specific survey. The list of current collectors will open up for that specific survey.

To access the Change Settings button, click on the collector's title on this summary page. This opens the collector‟s details. The Change Settings & Change Restrictions buttons are located on the left hand side of this summary page:

Step 1: Click on the Collect icon next to the survey title on the My Surveys page.

Step 2: Select the collector for which you would like to change the survey options by

clicking on the actual title of the collector.

Step 3: The summary page opens and from here you can click either the Collector

Settings or Restrictions button located on the left side of the page.

Step 4: Click on the Save Settings when you are finished editing the options for that

specific collector.

What exactly are the options available under the Settings and Restrictions? The following section provides information on what you can set up for each collector.

i. Collector Settings:

The Collector Settings allow you to determine the “settings” for the survey link. This section houses many of the options that you can place on a collector like a Thank You page, a redirect URL, or allowing responses to be edited by survey participants, etc.

The Collector Settings options are as follows:

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 Setting 1: Allow Multiple Responses?  Setting 2: Allow Responses to be Edited?  Setting 3: Display a Thank You page?  Setting 4: Survey Completion  Setting 5: Save IP or Email Address

These are some things to consider about creating collectors and accessing previously created collectors to change the settings:

 To create a new collector for a survey, click the Collect icon next to the survey

on the My Surveys page. Once you click the Collect icon, the collector creation page will open. If you have not created a collector yet, the prompt will open asking what kind of collector you want to create. If you have collectors already created, then click the Add New Collector button to create a new one.

 If you simply need to access a previously created collector to make settings

changes, click the Collect icon on the My Surveys page next to the specific survey. The list of current collectors will open. To access the Change Settings button, click on the collector's title already created. This will open its summary page. The Change Settings button will then be located on the left hand side of the collector's summary page.

Setting 1: Allow Multiple Responses or Not/Editing of Survey Responses:

The first setting on the Collector Settings page provides the option of "Allowing Multiple Responses?" for the survey.

The selection you make here will determine the rest of the options or settings for your survey. Decide if you want to allow multiple responses from the same computer or prevent multiple responses from the same computer.

(Here's the catch! If your respondents are sharing a computer or you need a

data entry setting, you must select YES, allow multiple responses per computer.)

Scenario A. Allow Multiple Responses?

Selecting: No - Allow only one response per computer

Opens the following options for allowing responses to be edited:

No: Selecting “No” prevents respondents from editing the survey once a page

is submitted. This means, once the “Next” link is clicked, or the page is

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submitted, respondents will not be able to go backward in the survey to make edits. (Once respondents click "Next" page they will not be able to return to previous pages. The "Previous" link will not be visible.)

Yes (option 1): Selecting “Yes, respondents can return to update their

responses until they have finished or exited the survey.” This will give respondents the option of going back to a previous page and updating an existing response.

With this setting, once the survey has been completed (the Done button

has been clicked), the respondent CANNOT re-enter the survey.

Yes (option 2): Selecting “Yes, respondents can re-enter the survey at any

time to update their responses gives respondents the ability to re-enter the survey AT ANY TIME to update their responses.” Clicking the link will open the survey and permit editing even after the survey has been submitted.

This setting allows the survey link to be accessed AT ANY TIME for edits

providing the link is accessed on the same computer, the Next button has been selected on a page, and the cookies have not been cleared.

Scenario B. Allow Multiple Responses?

Selecting: Yes - Allow multiple responses per computer

Opens the following options for allowing responses to be edited and the Survey Completion Options – or Redirect page.

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No: once a page is submitted, respondents cannot go back and change existing

responses. Selecting “No” prevents respondents from editing the survey once a page is submitted. This means, once the “Next” link is clicked, or the page is submitted, respondents will not be able to go backward in the survey to make edits. (Once respondents click "Next" page they will not be able to return to previous pages. The "Previous" link will not be visible.)

Yes: respondents can go back and update existing responses until the survey is

finished or exited early. After finishing or exiting the survey, the respondent

CANNOT re-enter the survey.

Once the Done link is clicked or the browser closed, they will not be able

to open the survey to make edits or finish!!

You will need to select "Yes" using the multiple responses setting if respondents will be using the same computer to take the survey. For example, in a computer lab setting you'll need to allow multiple responses per computer and you will need to set the survey completion setting to “loop to the start” of a survey.

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Setting 2: Add a Thank You Page?

To add a Thank You page to your survey, select “Yes” under display a "Thank

You" page option. From here you can then customize the message.

Select “No” if you do not want a Thank You Page displayed upon survey completion.

Setting 3: Add a Redirect Page upon Survey Completion?

The Survey Completion section is used to change the page respondents are directed to upon completion of the survey or exiting the survey. Or, if you want the survey window to simply close or loop back to the beginning of the survey.

By Default, respondents are directed to our website, but the URL in this field

may be changed to any website you would like by deleting the text in the box

an adding a URL of your choice. You must be a Professional subscriber to

change this behavior.

Or you may select to have the survey window close after the “Submit” link has

been clicked by selecting “Close Window.”

Setting 4: Why would I Save the IP or Email Address in my Results?

Saving the IP address in your results allows you to track the survey by IP address.

If you select “No,” the tracking information will not be collected. – Your results

will be completely anonymous.

If you select “Yes,” the tracking information will be stored in your results.

If you select “Yes,” you can decide at a later date to select “No” and the results will then be anonymous. However, if you first choose “No,” it will not be possible to recover the IP or Tracking information.

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How to Save your Collector Settings:

Click the Save Settings button to save your settings. You will then see the saved settings message for confirmation.

Your collector settings have been saved.

To return to the "Collector Summary" page, click the << Back to Summary button.

ii. Collector Restrictions:

The Collector Restrictions allow you to determine the limits for the survey link. The following explains each restriction found under the Change Restrictions button and what it limits:

 Restriction 1: Set a Cutoff Date and Time  Restriction 2: Set a Maximum Response Count  Restriction 3: Include Password Protection  Restriction 4: Set IP Blocking?

Restriction 1: Set a Cutoff Date and Time

The Cutoff Date and Time setting allows you to stop response collection on a specific date and time. Click Set a Cutoff Date & Time to open the Date and Time dialogue box. Then from here you can set that cutoff date and time.

Once the cutoff date has been met, respondents who access the link will see the

closed survey message instead of being directed to the first page of your survey. In addition, the collector will display as closed (the box will be closed) on the Collectors page for your survey in your account.

Restriction 2: Set a Maximum Response Count

The maximum response count sets the maximum number of responses this collector will accept. Click Set a Maximum Response Count to open the response count dialogue box and set a maximum response count number.

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Once the set number of maximum responses has been met, respondents who access the collector link will see the closed survey message instead of being directed to the survey. In addition, the collector will display as closed (the box will be closed) on the Collectors page for your survey in your account.

Restriction 3: Set a Password for Your Collector

The password protection for collectors is a feature that allows you to create a unique password configuration per collector. To configure a password for your collector, click Enable Password Protection to open the password dialogue box and set the password, labels, and message.

It is important to remember that passwords are case sensitive!

1. First enter the password for your collector in the Password field.

2. If you would like, you may edit the Password Label. The password label will be

displayed to prompt the respondent to enter a password when the survey link is

opened.

3. The Submit Button Label allows you to format the button respondents will click

to submit the password entry.

4. You may edit the “Password Required Message” and the “Password Failed

message” by changing the text in these boxes.

Restriction 4: Enable IP Blocking

The IP address blocking allows you to allow or deny access for specific IP addresses. To enable IP Blocking or access, select Enable IP Blocking to open the IP Blocking configuration dialog box.

1. Select the access you wish to set from the Select Access drop-down list.

2. Allow IP List only or Block IP List.

3. Enter each IP Address on a separate line in the IP List Field.  When you select Allow IP List, only the IP addresses you list will be permitted

to take the survey.

 Selecting Block IP List provides the option for you to block specific IP addresses

from accessing your survey. (Partial IP addresses will work.)

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How to Save your Restriction Settings:

To save your restrictor settings, click the Save Restrictions button.

The saved restrictions message will then confirm that your restrictions for this collector have been saved.

Your collector restrictions have been saved.

To return to the "Collector Summary" page, click the <<Back to Summary button.

From the "Collector Summary" page, you may collect the link to administer your survey.

C. Options to Se nd the Link

SurveyMonkey provides three options for sending the survey to your audience. All three options are listed under the Collect icon on the My Surveys page for each survey created. To get started, you will select the Collect icon and then choose how you want to send the link. As discussed earlier, remember that the type of collector you create will determine what kind of link is created and how it is to be administered:

Collect Icon

From here, choose between the following three options:

1. Create a link to send in an email message or to place on a webpage

2. Create a popup invitation for your webpage

3. Upload your email list and have us send a survey invitation

The following sections provide information on each of the three types of collectors. It explains what they do and walks you through how to set up each one. It is up to you to determine how you want to administer the survey to your audience.

The following section explains each type of collector and how to create and administer them to your audience.

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1a. Cr eate Link for Your Ema il Message through Yo ur O wn Email Clie nt:

If you would like to send a link through your own email client like Outlook or Hotmail, then this option is provided to collect the link that you can copy and paste into the message to be sent through your email client. Please look over the following steps to see how this is done. In addition, click here to visit the online tutorial for sending a link through your own email.

Step 1: Click the Collect icon to the right of the survey title on the My Surveys page.

This opens the page where you pick what kind of collector you want to create. (Click the Add New Collector button if you have previously created collectors). Since you want to send a link through you own email client, you will choose the option of "create link for email message or for a webpage."

This option does provide anonymous responses to your survey. If you want to

track respondents using this method, click here for additional information.

Name this collector and move on to the collector summary page by clicking the Next Step button (These types of collectors will say "Web Link" under the name). Now you can set up the settings and restrictions.

Step 2: The summary page will open to show the survey link and code. Click the

settings and restrictions button on the left hand side of the page to determine if you

want to allow only one response or multiple responses, if you want to allow the survey to be edited or not, if you want add a thank you page, if you want add a cutoff date and time or maximum response count, and so on.

Once you create your settings and restrictions save them. (These buttons are located on the left hand side of the collector‟s summary page):

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Step 3: In order to get the link to paste into your email, click on the Get Survey Link

button located on the left hand side of the summary page:

This will then produce the link that you will copy and paste into your own email message under the top portion that says, “Sending Survey Link in an Email?”

If you need the script to paste into the back end of your site, then you will copy the

code under the “Placing Survey Link on a Webpage” option.

Additional Information: Adding Data or Manual Entries to a Survey:

The Web Link collector is an easy way to add hard copy versions of your survey!

If you need to add responses to a survey on your end manually, there are several ways to do this. Perhaps you need to add some responses collected from a paper version of the survey using this anonymous web link collector, or you can add a response by clicking on an email address in the Email Message section.

The following scenarios enable you to add manual responses to a survey:

You can access a collector that was used to collect anonymous responses. You can create a new "Data Entry Collector." Or you can add a response for a specific email address in the Email List center -

if you sent out a survey this way.

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i. Adding Through a Web Link Collector:

There are a couple of ways to add manual entries using the Anonymous collector or a Web Link collector.

A.) Through the Anonymous Survey Link or a "Web Link" collector. Creating a Data Entry Collector:

This option is for those doing data entry that will not have access to your SurveyMonkey account, or if you want to simply use a survey link to access the survey. Follow these steps to set up the parameters and collect a "link."

This will then give those data entry people direct access to the survey only for

manual entries. These data entry people can simply copy and paste the link you provide them into a web browser's address bar. Login to the account is not necessary. Every time the Done Link is clicked on the survey, it will immediately loop to a new, blank survey for a new entry.

Step 1: Click the Collect icon next to the survey title and click the Add New

Collector button. Name this collector "Data Entry." Click the Next Step button to

move on.

Step 2: From here the collector's summary page opens. Click the Change Settings

button located on the left side of the page and set the following parameters:

Yes, allow multiple responses per computer - Recommended for kiosks or

computer labs.

No, once a page is submitted, respondents cannot go back and change existing

responses. (Or you can allow them to edit the responses while they are

inputting the data. However, if the window is closed or if the survey is exited

early, no one can go back and pick up on the last completed page. It must be

finished in one sitting.)

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Then scroll down to the Survey Completion section and choose the Loop to Start option. Every time the Done button is selected the survey will immediately go back to page 1.

Step 3: In order to get the link to use for the data entry, click the Get Survey Link

button located on the left hand side of the collector's summary page. Simply copy the link under "sending survey in an email" and provide that link to data entry people or use the link by copying and pasting into a web browser's address bar.

B.) Adding Data Entry within the SurveyMonkey Account.

You can add a manual response directly to a previous anonymous collector or a Web Link collector. (This is good if you need to enter a handful of responses and you are the account holder):

Step 1: Click the Collect icon for that survey to open up the collectors‟ page. Then

click on the title of the Anonymous Collector or one indicated as a "Web Link" type.

Step 2: The collector summary page will open. From here select the Manual Data

Entry button on the left side of the page:

Step 3: Click the Add New Response button on the upper right hand side of the page:

Step 4: Once the new response is added you will see the date start/modified times

and if it is finished. Whenever you access the Manual Data Entry button for that Collector you will see that information on the Manual Data Entry page. From here you can also go back in and Edit or Delete a manually entered response. Click the Add New Response button again to enter in a new entry. (See image on page 44.)

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ii. Adding a Response for an Email Address in the Email List Section:

This option enables you to enter a response for an email address in the Email List section on behalf of the survey participant. If you have already sent out your email invitations, then a respondent can have you manually input their response.

Step 1: Click on the Collect icon next to the survey on the My Surveys page.

Step 2: Select the collector that houses the email list. Then click on the Edit

Recipients button on the left side of the screen.

Step 3: Click on the email address in the list that you would like to manually add a

response (as shown in the image below).

Step 4: This will open up a prompt window, and you will select the Add Response

button.

Step 5: Here you can scroll through the survey and fill out the survey on the

participant's behalf.

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Click on the Add Response button as shown here.

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1b. Po st t he Link on Your own Web site :

If you would like to post the link on your own site, please follow these steps to create a collector and settings. This will provide the HTML script that you can copy and paste onto the back end of your site.

The end result is a hyperlink on your site to the survey.

To set this up, please follow these steps:

Step 1: Click the Collect icon to the right of the survey title on the My Surveys page.

This opens the page where you will pick what kind of collector you want to create. (Click the Add New Collector button if you have previously created collectors).

Since you want to post the link on the backend of your site, you will choose the option of "create link for email message or for a webpage." This also collects anonymous responses to your survey

Name this collector, and move on to the summary page by clicking the Next Step button.

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Step 2: The summary page will open to show the survey link and code. Select the

settings and restrictions button on the left hand side of the page to determine if you

Once you create your settings and restrictions save them. (These buttons are located on the left hand side of the summary page):

Step 3: In order to get the code or script to paste into the backend of your site, click

on the Get Survey Link button located on the left hand side of the summary page:

This will then produce the script HTML code that you will paste into the back end of your website. Copy this script from under the “Placing Survey Link on a Webpage option.”

Basic knowledge of HTML coding is necessary and you or your webmaster will

need to place this onto the back end of your site.

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2. Post the Link as a Popup Invitatio n on your Website:

Professional subscriber can create collectors that will generate popup surveys or popup invitations on their own personal sites. This does involve copying a snippet of code into the back end of your web page and Basic knowledge of HTML coding is necessary.

You can preview what your Invitation and Survey Popup will look like when you configure the settings.

Please note: The popup uses a cookie to prevent the window from appearing

if a user has already answered or declined a survey.

In order to add a popup to your web page, please do the following:

Step 1: Under My Surveys click on the Collect icon, then click on the Add Collector

button

Step 2: Select to create a Popup Collector.

Step 3: The Popup Configuration page opens and you will choose this collector's

settings and restrictions. The Change Settings and Change Restrictions button are located on the left hand side of the page:

 Here you also choose to create either an "invitation popup" or a "survey popup."  Click on the Save Popup Configuration button and the code will be generated

for you to paste into the back end of your webpage.

 If you need to change the pop up or re-collect the code later, you will access

the Change Popup or Get Popup Code buttons on the left side of the page:

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Part 1 of 2: Select type of popup and configure message.

Part 2 of 2: Example of code that is generated:

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4. Send Link Thro ug h SurveyMonkey Email :

The Email Invitation collector enables you to create an email distribution list, customize the invitation message, schedule the delivery, and manage/track your survey respondents. If you want to upload your email list and have us send it out on your behalf, please follow these steps. For additional information, click here to visit the online tutorial for using SurveyMonkey‟s email!

Step 1: Click on the Collect icon on the My Surveys page next to the survey and

Choose the Add New Collector button if you already have previous collectors created:

Choose the "Upload your email list and have us send a survey invitation" option. Enter a name for the collector. T he collector will be indicated as an "Email Invitation" collector on the collector's page.

Then click the Next Step button (See image on page 49):

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Step 2: The Message Manager page will open. Here you will see the settings and

restrictions buttons located on the left side of the page. The settings and restrictions will determine if you want to allow the survey to be edited or not, if you want add a thank you page, if you want add a cutoff date and time or maximum response count, and so on.

Please note: When sending the link through SurveyMonkey's mail, it only allows

ONE response per link. No one can forward their link to others to collect a 2nd

or new response or submit multiple responses. However, they can forward the

link to have another person answer a different part of the survey.

Step 3: In addition to the Settings and Restrictions button on the left hand side of the

page, you will also see the Edit Recipients and Edit Messages buttons here. For a new list and message, you will see the “Add Emails to List button” on the Collector Summary page. From here you will import your email distribution list or you can create a new list in your Address Book before creating your collector.

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Step 4: Select the Edit Message button located on the left side of the screen to

customize your message. (Click here to view the tutorial on composing a message! Click here to see an additional example of customizing email message. This provides tips for creating successful messages and avoiding SPAM language.)

Next click on the Create New Message button and set the following:

1. Who should receive the email?

2. Customize your message, enter the Reply address, and click the "Save and

Preview" button. (If you have already created a message in the past, then you

can copy the body of a previous message in the dropdown menu of the body

text. You will see the dropdown menu that provides this option when

creating a new message.)

3. Click the "Schedule Delivery" button to configure a delivery date and time or

send the message immediately.

Features of the Email Invitation Collector:

Any time you want to access the list of emails sent the survey or if you want to send another message or reminder, simply click the Collect icon next to that survey's title. Then click on the collector title that has been created as the "Email Invitation" collector for your survey.

The email list and message section for a specific Email Invitation collector enables you to do the following once you have imported lists and/or sent out messages.

Track your respondents: The Email List section for a collector will show you

the status of the emails. Here you can check how many "Responded,"

"Unresponded," or "Opted Outs" you currently have. It also shows you the

number of emails that are "Unsent or New." You can click on the View button

to look at the email list for that Collector.

Search for specific email addresses: The Email Invitation collector enables

you to search for specific email addresses in a list. You can display the entire

list or select to view only those of a certain status (e.g. All Unsent/New,

Responded, etc.)

Add/Remove/Download emails: In the Email List section you can add emails to

the list, remove emails from the list, or download/export your list.

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Manually add responses: If you need to manually add a response for a survey

participant, you can enter a response in the Email List section on their behalf.

Check the "send " status: The Email Message section allows you to check the

"send" status your email delivery, or cancel the message within 5 minutes of

scheduling the "immediate" delivery.

Manage Messages: The Email Message section shows you the "Total Messages"

and the number messages in the "draft" status. Here you can check the number

of "scheduled" or "in progress" messages.

Both the Email List and the Email Message buttons are located on the left side of the Collector Summary page for that Email List Collector.

The following sections explain how to create an Email Invitation collector. This next portion covers the following topics:

 How to create your email distribution lists.  How to compose a message.  How to send a reminder.  Add emails to an existing list and send them a message.  Send a 2

message to the same list & recipients.

 How to check the status of emails on your list.  How to export emails from your list including opt outs.

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i. Upload Emails to a List

The import email process involves copying and pasting the addresses into the Add Emails Manually textbox in the Email List section of an Email Invitation collector. Or you can create a new email list in the Address Book first before creating the collector. Therefore, when you create a new email list collector, you can add the emails from any list housed in the Address Book.

Please note: For example if you create the list in Excel with the email address in one cell, the first name in one cell, the last name in one cell, and the custom value in one cell, you need to save the file as a .CSV file (comma delimited) in the Excel saving options.

Next you will open the program called Notepad and open that .CSV file. It will then show you the emails in the correct format needed to copy and paste into the Add Manually textbox - such as:

tjones@myemail.com,tom,jones,1000 tjones@myemail.com,,,1001

In order to create your email list, please follow these steps:

Step 1: Select the Collect icon located next to the survey title.

Step 2: Click on the Add New Collector button located on the upper right side of the

collector's manager page:

Select the "Upload your own emails and have us send a survey invitation" option. Then name this collector and click the Next Step button.

Step 3: Pick your collector settings and restrictions and save them. The Settings and

Restrictions buttons are located on the left hand side of the collector‟s summary page.

Step 4: Once you get to the Collect Summary page, you will select the Add Emails to

List.

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 Here you can choose to copy and paste your plain text file into the textbox and

enter them manually, you can add them from a list in your address book, or you

can add emails from an existing collector list.

 Please make sure that each address is entered on a new line and all extra fields

(first name, last name, and custom data) are separated by commas. There are

a few example addresses shown in this section:

Field Order: Email,First Name,Last Name,Custom Data [Please note that duplicate, invalid, and opted out email addresses will be screened out.]

Example #1: tjones@myemail.com,tom,jones,1001 Example #2: tjones@myemail.com,,,1001

Part 1 of 2: Import Emails Setup

Part 2 of 2: Import Emails Setup

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ii. Compose a Message

Click here to view the tutorial on composing a message!

iii. Send a Reminder Email

You can resend a message to those respondents who have not answered your survey or partially answered it. When you access the collector with the email list for the survey that has already been sent one initial message, you can resend or send a message to only those in the No Response status.

To do so, please follow these steps:

Step 1: Click on the Collect icon for the survey. This opens the survey's collector's

page. Here is where you will see all the collectors created for that one survey.

 Select the collector that houses the email list. Essentially, you are sending a

second message to the collector that already has the emails uploaded and it

has already been sent a message.

 Once you click on the collector title, the Message Manager opens. Here you

will see the synopsis of the number of emails sent the message, the number of

current respondents, and the number that have not responded or are

"unresponded."

Step 2: Click on the Edit Messages button located on the left hand side of the page to

access the message set up prompts.

Step 3: Click on the Create New Message button and this will open the prompt

where you pick which emails from the list you want to send the message.

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Step 4: Choose to send the message to the appropriate status of Not Responded if

you want to send it to respondents who have not yet answered your survey. [You also have the option here to send the message to those that have not fully responded instead (ones in the "partially responded" status)]. Save the selection and continue.

Step 5: The Compose Email Message page will open next. From here you will begin

by entering in the subject of the email. You can also customize the email body message to indicate this is a reminder or that the respondent has not answered the survey yet.

Click Save & Preview. Then schedule the delivery of this 2nd reminder email.

If you want to read more on how to schedule reminder emails in advance, then click here!

iv. Add New Emails to an Existing List and Send Those the Survey

If you would like to add an email address (or several) to an existing list that has already received a message and then send the new email(s) a message only, you can do so. In order to set this up, please look over the following 5 steps.

Step 1: First you will click on the Collect icon (next to the survey title on the My

Surveys page) that houses the collector you have already sent an email invitation.

This will open the survey's collector summary page.

Step 2: From here you will click on the title of the collector that has already been

sent the first message. This opens up the Message Manager page for that survey:

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Step 3: Now to add your one email new invitee (or many new email invitees), click

the Edit Recipients button. Then click the Add Recipients button on the right hand side of page.

This opens the email manual entry mode. You will type in the new invitee's email address into the 2nd option where it says to add recipients manually. (Or you can choose to add emails from the address book or from a previous collector.) Click the Add Recipients button when you are finished.

Part 1 of 2:

[See Part 2 on the next page.]

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Part 2 of 2: Type in the new recipients email only in the Add Recipients Manually textbox.

Step 4: Click on the Create New Message to Send button that opens up at the top of

the page after adding the new invitee(s). From here you will select who on the list is to receive your message. Since this email is new, he/she will probably be the only one who has not been sent a message. Here you can choose the option to send the message to those in the "New/Unsent" status (or you can choose the custom criteria method).

Step 5 & Finish: Compose the body of

the email and schedule the delivery of the message.

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v. Send a 2nd Message for the Same Survey or Using Custom Criteria

You do have the ability to create a new or 2nd message to go to an Email Invitation collector list for a survey that has already received a message. In order to create new messages, you can follow these 3 steps:

Step 1: Click on the Collect icon next to the survey title on the My Surveys page, and

then select the collector that houses the list you want to send another message.

Step 2: Access the Message Manager by clicking on the Edit Messages button located

on the left side of the page.

Then click the Create New Message button on this Message Manager page.

Step 3: Select the Recipients on the List to Receive the Message. Choose the

New/Unsent if you have new email addresses. Or if you want to send it based on

custom criteria, partial responses, no responses, everyone, etc, then it is up to you!

Next click the Save Selection button. On the email message setup page, enter the subject of this new message and customize the body text. Click Save and Preview. Finally, schedule the delivery.

[See image on the next page.]

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vi. How to Check the Status of the Emails on the List

You do have the ability to track who has and who has not responded to your survey. When you access the collector that houses your email list, you will be able to track the email status of those and who has opted out. To do so, please follow these steps or visit the online tutorial for checking the respondents‟ status:

Step 1: Click on the Collect icon on the My Surveys page for the specific survey.

Step 2: Click on the collector that houses the email list.

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Step 3: This will open up the Message Manager page. Click on the Edit Recipients

button on the left side of the page or in the "recipients" section.

Step 4: This opens the Edit Recipients page and you will see the emails in the list.

From here you can check to see who has responded, who has not responded, and who has opted out.

 If a respondent has responded, then there will be a green check mark next to

their name.

 If a respondent has partially answered the survey, then a light yellow check

mark will be indicated next to the email.

 If a respondent has opted out, then the opt out star will be highlighted in red.  If an email is bounced, it will be indicated by an envelope icon.

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vii. How to Export the Emails from an Email Invitation collector list

You do have the ability to export an email list that has been created in the Email Invitation collector. The email list will be exported in the same format it was imported: one recipient per line, with fields separated by commas or as an XML file.

If the file does not open or says "completed" or processing, then you may be

experiencing a popup blocker on your browser.

A popup blocker may be preventing the full download of the results. Please, mouse over the address bar in your browser window. Right click on the blocked file and force it to come through on your computer.

In order to export your email list from the Email Invitation collector, please follow these steps:

Step 1: Click on the Collect icon and click on the collector that houses the email list.

Collect Icon

Step 2: Click on the Edit Recipients button located on the left hand side of the

Collector Summary page.

Step 3: Click on the Download Recipients option.

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Step 4: Choose the fields to export and select the emails. Then click the Download

Recipients button. From here you can then choose the fields and the status you want

exported.

Opt Outs & Bounced Emails:

To view emails that have opted out of a survey, you can either view those emails housed in a list located under the Address Book or through a list housed under the Edit Recipients button for the Email Invitation collector.

Option 1: Address Book

When you access the Address Book, you can select the email list you wish to look over for opted out emails. From here you will see a star indicated in the Opt Out column to the left of any email that has opted out.

Option 2: Email Invitation Collector

An easier way to see who has opted out is to access the Email Invitation collector for the survey. From here you can then export those emails that are in the "opt out" status.

In the email collector and after following the export prompts above, you can choose the fields to export and select the emails. Then click the Download Recipients

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button. If you wish to only export those in the Opted Out status, then you can choose the emails to export by criteria:

After selecting the fields, choose the dropdown menu for "Select the Emails to

Export."

Next choose "Recipients with a particular status" from the menu. Finally, select to export the recipients with the status of "Opted Out." A list of all the opted out emails for that specific Email Invitation collector will

then be exported directly to your computer.

You can also view and export your bounced emails. Click here to learn more.

viii. Edit Email Addresses in an Existing List

When you add emails to a list, they will not have the status of "sent" or "responded" indicated by a green check mark on the Edit Recipients page in the Email Invitation collector.

This means that the email address is new to a list and has not been sent a message. From here you can click on the email address itself in the Edit Recipients portion and make changes/edits to the following fields:

First Name Last Name Custom Value

Please note: Once a message has been delivered, you will not be able to edit

the email address field and you cannot change the status. This restriction is in

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place due to the way the links work in an Email Invitation collector. If you

made an error in entering the email address, you will delete it and then re-add

it again in the correct/valid format.

To edit an email in a list that has not been sent a message, please follow these steps:

Step 1: Click on the Collect icon next to the survey title on the My Surveys. Then

click on the named collector to open the summary page.

Collect Icon

Step 2: Access the list by clicking on the Edit Recipients button on the left hand side

of the page.

Step 3: Click on the specific email address housed in the list. (You can search for an

email in the list if you have many entries).

Step 4: Once you click on the email address that has not been sent a message, a

prompt will open showing you the fields that can be edited.

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IV. ANALYZING & EXPORTING DATA

SurveyMonkey allows you to analyze the survey data within the Analyze section of the survey. As soon as a respondent clicks the Submit button on their survey, the response comes immediately back into that section. The response summary page then shows the data in a bar graph presentation of the summary numbers (depending on the question types). From here, you can check the total response counts, percentages, respondent counts, and response averages for the rating type question. Within this section, you can also browse individual survey responses, edit them, or delete them. In addition and as a professional subscriber, the Analyze section allows for deeper analysis through the use of filtering and exporting.

Response Summary

At the top portion of your summary page, you will see the Total Started and the Total Completed respondent numbers. SurveyMonkey essentially saves a page or response whenever the Next or Done link is clicked on your survey. The following explains the difference between partial vs. completed responses:

 Completed Response: If a respondent makes it all the way through your

survey, answers a question, and clicks the Done button, it counts it as a

completed survey. If you have created an Email Invitation collector, these

respondents will appear with a green check mark next to the email in the

'responded' column in the Edit Recipients section.

 Partial Response: If the Next link is clicked and the Done link is never clicked,

then it will count as a partial response since the respondent has not yet

finished the survey. If you have created an Email Invitation collector, these

respondents will appear with a light yellow check mark next to the email in the

'responded' column in the Edit Recipients section.

Those respondents that have actually clicked the Done link AND answered a question on your survey will be included in the Total Completed Survey number. It does not mean that ALL questions have been answered. Only that the respondent moved through all pages and clicked the Next link on every page, answered at least one question, and finally clicked the Done link on the survey's end page.

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How are Responses Saved?

The responses for each page are saved and displayed in the analyze portion immediately as respondents click the next link. When respondents exit the survey your results will be visible under the Analyze icon for the pages that were saved.

Responses will not be recorded unless the Next or Done link has been clicked

to save the responses for that page.

How to view the Open Ended responses on the Summary page?

Open Ended responses will not be visible directly on the Summary page.

Please click the View button in the space where the open ended question would be to

see all of your respondents‟ open ended answers.

This opens the Comment Summary window. Within this window, you will see all of the open ended response listed by respondent number.

Click the Find button to jump directly to a specific respondent‟s results.

1. Brows e Survey Respond ents : Edit or Dele te

You do have the ability to view individual survey responses in the Analyze section. From here you can browse respondents to view them individually, to edit them or delete them. In order to do so, please follow these steps:

Step 1: Access the Analyze icon next to the survey title.

Analyze icon

Step 2: Then click on the Browse Responses button located on the left hand side of

the page:

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Each response will be listed from oldest to newest. (The red arrow in the example below illustrates this.) You will also see the following in the upper portion of each individual respondent's survey:

Response Type Collector Email Name Custom Value IP Address Survey Start and End Date/Times

At the top of the page, you will see the respondent number you are currently viewing and navigation arrows to scroll to different responses. You may also enter a respondent number in the Jump to field and click Go >> to jump to a specific

respondent’s results (as indicated by the red arrow).

Response Type

The top portion of each individual response contains the Response Type section. This provides all of the tracking information associated with your collector:

Response Type: Normal Response or Data Entry Collector: Collector used to collect responses (link provided) Email: Included when an Email Invitation link was used to track responses. Custom Value and Name: Included when the information has been entered in

the Email List

Response Started and Response Modified: Start Date (time survey was

started) and End Date (last date the survey was accessed)

Remember, the tracking information, anonymous or tracked, was determined

when you set your Collector Settings for the collector under the Save the IP

addresses in your Results? setting. If you have set this collector to collect

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information, the respondent information from your email list will be tracked in

the Response Type field of your survey results.

A. Edit in Browse Responses:

There are a couple of different ways in which you can edit individual survey responses. First, you do have the option to edit a response in the Analyze section under the Browse Responses. Second, you can also edit a response from within an Email List of an Email invitation collector.

To edit within Browse Responses section, please follow these steps:

Step 1: Access the Analyze icon on the My Surveys page next to the survey title:

Then click the Browse Responses button located on the left hand side of the page to scroll to the respondent's survey you wish to edit:

Step 2: Once you locate the one to be edited you will select the Edit Response

button. This opens that survey in a new window to reveal the answers.

You will need to scroll through the survey by accessing the Next link. When

you get to the question to be edited or changed you can either select a

different answer choice to change it or type in a different response for the

comment section.

Continue all the way through and click the Done or Submit button. This will

close that survey.

Now you will be looking at the Analyze‟s "Browse Responses" page again in your

account. Click the refresh button on the browser menu to see the new

changes.

(See image on page 69.)

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B. Editing a Response in the Email List Section:

You can also edit a response for an individual that has responded through the link delivered by SurveyMonkey. This is done by clicking on the actual email address stored in the Email Invitation collector.

Step 1: First click on the Collector that houses that email address. This is accessed

under the Collect icon.

Then click on the Edit Recipients button:

Step 2: Search to find the email address in the list. Then click on the specific

respondent's email address.

Step 3: Select the option to Update Response (as indicated by the red arrow below).

You can also add a response for that person on their behalf, if they have not already done so.

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C. Deleting a Response in the Email List Section:

To Delete a survey response, scroll through the survey respondents until you get to the one you wish to delete and click the Delete button associated it.

Additional Information:

How to Correlate the Respondent Number to the response in your Export :

When browsing through the respondents in the Analyze section they are presented in the same order in which they are received. So the 1st respondent to your

survey will be listed as #1 out of “n” or the total number of respondents to your

survey.

When viewing the respondents in Excel, they are shown in the reverse order. When viewing your respondents in the exported Excel file, then respondent number 1 will be the last response listed in your export. For example, if you had 10 respondents, then Respondent 10 out of 10 from the Analyze screen will now be the first response of your export starting in the respondent‟s row. In Excel, the respondent row will start on row 3 since the questions will be in rows 2 and the other headers will be in row 1.

The response in row 3 of the spreadsheet will be the same response as respondent number 10 when you are browsing your results in the Analyze section.

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2. Creating Filters

As a Professional subscriber, Filters enable you to look for specific data or patterns in your data. Each time you create a new filter, you are able to give it a name and toggle it on or off. You have the ability to filter by Responses, by

Properties, or by Collector.

To add filters to the data, click the Filter Responses button on the Analyze page and then choose how you want to filter:

By Response By Property By Collector

To get started in adding filters to your data, follow these steps:

Step 1: Click on the Analyze icon next to the survey title on the My Surveys page:

Analyze Icon

Step 2: Then click on the Filter Response button on the left side of the page:

Step 3: You do have the ability to „save‟ filters in this section. If you have to filter

the results by many different criteria, you can set up multiple filters and simply toggle them on and off. This feature enables you to create any number of filters (only one of which can be active at any given time) and then save them for later use.

For additional information on filtering, please visit our Tutorials section: Filtering

i. To create a Filter by Response:

If you want to look for certain respondents who answered a particular answer choice to a specific question in your survey design, then it is best to apply a Filter by Response:

1. Select the Filter Responses button on the left side of the Response Summary

page.

2. You can begin by naming the filter on the Editor page.

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3. If you want to filter by specific questions and answer choices in the survey

(rather than by 'property' or by 'collector') then check the "Filter by Response"

option. (See image on page 73.)

4. Next click Add Response Filter and you will set the filter description as

follows:

Show responses of people who answered question: (then select the question

from the dropdown)

With answer choice: (then select the answer choice from the dropdown)

Example: You want to filter the data by more than one response in the same filter. If

you create one filter to "filter by response," here you can filter by multiple responses at a same time within one filter.

Let's say you name this individual filter "School" and you want to filter more than one school at a time. Perhaps you want to know who goes to Jefferson and who goes to Madison.

A. Click the Add Filter Response button and your first filter parameter within this one "School" filter would be:

Show respondent who answered....What school do you attend?

with response of......Jefferson

Then you can add a 2nd one to this same "School" filter by clicking the Add Response Filter button again and set up the 2nd one as follows:

Show respondent who answered....What school do you attend?

with response of......Madison

B. Next you will see an option pop up that will allow you to match by criteria. From here you can choose the option to "match any" or "match every" filter.

If you create more than one filter, you will have the option to Match Every Filter, Match Any Filter, or Create Custom Combination of Filters.

If you select to match every filter, then the tool will only search for

respondents who meet all the criteria you set and will filter everyone else out.

If you select to match any filter, the tool with search for those who match any

of the created filters. All other respondents will be filtered out.

Click the Save Changes button when you are finished.

When this "school" filter is toggled on, you will see only those that match the criteria for the responses and questions.

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ii. Creating Filters by Properties or Collectors

If you would like to create a separate filter to look for respondents who answered your survey according to a certain property, then Filter by Properties is a good way to view those. For example, this is handy if you want

to:

 View respondents who

answered the survey during a specific time period.

 Look for a specific email

address or IP address of a respondent who answered the survey via an Email Invitation collector.

 View only the

respondents who have completed the survey.

 View only the

respondents who partially completed the survey.

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Finally, you can filter by Collector. Only responses collected with a specific collector(s) will be visible in the analysis.

iii. Managing Multiple or Saved Filters

Once you've applied a filter, only the results "matching" your filter will be displayed. You can have multiple filters created, but only one named filter can be active at one time. You can simply toggle them on and off to view different filters.

To Edit or Remove filters currently applied to your results, click the Edit Filter button to edit currently applied filters. Click the Un-apply button to disengage filters currently set for your results.

Saved Filters

Once you have created a filter configuration, clicking the Filter Responses button from the Response Summary Page will open the "Saved Filters" page.

 Apply a saved filter to

your results by clicking the Apply Filter.

 Clicking the Filter Title

or Edit Filter button opens the Filter Editor page.

 Delete Filter deletes a

filter.

 Click Add New Filter to

add a new filter.

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3. Exporting the Data

We offer several different export formats for downloading the data in both raw and aggregate forms to Professional subscribers. You may download your results anytime without affecting the collection of results if you have a Professional subscription. Downloading responses enables you to create additional graphs in Excel or other programs and save your results on your computer.

Step 1: Please select the Analyze icon on the My Surveys page to get started.

Step 2: Then click on the Download Responses button located on the left side of the

page to choose your format:

Step 3: From here choose between an All Responses Collected or for a Summary only:

A. All Response Collected:

If you need the entire results or a relational database format, you may do the following:

 Select the All Responses Collected option.  Next choose either the 'condensed' or 'expanded' columns and the 'actual choice

text' or 'numerical value' cells.

 You may also choose if you want

to include the Open Ended Responses, or if you wish to download existing filters applied on the entire results.

The data will be delivered to the email address that you specify during this setup.

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B. Summary Only Setup:

If you need a Summary, XML HTML, or PDF version of the results, then you will choose the "Summary Report" type download. These formats will download directly onto your computer.

Sometimes a popup blocker may prevent the full download of your Summary Only results. If the summary exports are not opening on your computer, then it is most likely a popup blocker issue.

Please mouse over the address bar in your browser window. You should see a blocked status. Right click on blocked file and force it to come through.

You can also access the previous exports requested in your account. Click the

Analyze icon followed by the "Download Responses." Select the "View History"

button located on the upper right side of this page. Here you will see a list of

all the exports that have been requested in the account over the past 14 days.

Exporting with Filters Applied on the Data:

You do have the ability to request an export with a filter applied. Once you create a filter, make sure it is currently applied on the data on the Results Summary page. A green header with the applied filter will be visible on the Results Summary page. Next, access the Download Responses button. Since that filter is applied and is currently active on the survey, you will see a check box asking if you want to export with that filter applied. Make sure to check that option. When the export is delivered to you, only the filtered data will be downloaded.

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4. Sharing S urvey Res ponses with a n Audienc e

As a Professional subscriber, you have the ability to let others view your results without giving them access to your account through the Share Results link. The results link you provide updates as your results do! You determine the "shared" access of your survey results. You decide to share your Summary Results only or to provide access to all of your individual survey results, or All Responses. In addition, you have the option of allowing others to use the "Filter" feature and/or the "Downloading" features when they are accessing your Shared Results.

To configure a link to share the survey results, please do the following:

Step 1: Click on the Analyze icon next to the survey title on the My Surveys page:

Analyze Icon

Step 2: The Share Responses button is located on the left side of the Analyze page:

Step 3: By default, the Sharing Disabled is selected. You can then configure the

link to share:

Only the Summary of Responses Share Summary of Responses, View Open-Ended Responses. Share Summary of Responses, View and Browse Open-Ended Responses - Similar

to your admin view. From here you can enable filtering and downloading of

the response for those receiving the share link.

o (Please note: If you enable filtering it does not mean that those

receiving the share link will see the filtered data as you see it in your account. Those who receive the share link with filtering enabled will see all survey respondents. They will be able to apply their own filters. For a work-around option to send out filtered data, please click here.)

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o You can also create custom reports and hide questions you don‟t want

others to see. Then configure a Share Responses link for that custom report.

Password Protect Shared Responses.

Step 4: The link to the results is generated, and you are now ready to provide the

generated link to others. You can simply copy and paste that link into your own email client to send out to whomever you would like!

Part 1 of 2: Share Setup

Part 2 of 2: Configure Password Protection

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5. Cu stom Report s and S haring Data

You do have the ability to create custom reports for a survey in the Analyze section of the account as a professional subscriber. The benefit of a customized report is for easier data management and data analysis. Some of the things accomplished by custom reports are the following:

You can choose to only view certain questions instead of all questions in the

survey.

o For example: If you have programmed Skip Logic on your survey and

only want to see a specific route or version, then you could hide all other questions not pertinent to that logic route.

You can create multiple custom reports and toggle them on and off according

to which questions you want to view. If you have a current report toggled on,

then you can export the data with that custom report active. Only the

questions you see on the Response Summary screen will be delivered in your

export. In the Download History section, it provides a summary of what export

was requested and with which custom report is applied.

If you want to share the data with others but don't want to share all the

questions, then you can hide sensitive information within a custom report.

This gives you the flexibility to decide which questions you want to keep visible

and which you want to hide.

o For example: If you have sensitive information like names or email

addresses, then you can set those questions to be hidden in the shared report.

Creating Custom Reports:

Step 1: To begin the process, click the Analyze icon on the My Surveys page next to

the survey you wish to build custom reports.

Analyze icon

Step 2: The Response Summary page opens and you will notice the Add Report button next to the Custom Report header on top of the Summary page. Each custom

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report created can then be accessed in the dropdown menu any time you visit the Analyze section. The Default Report initially opens each time the page is accessed. The Default Report shows all questions and pages.

Step 3: When you click the Add Report button, you can name the new report and then uncheck any question pr page of questions you do not want visible. Click the Save Report button when you are finished.

When the custom report is selected from the dropdown menu on the Response Summary page, then only those questions and pages of responses will be visible. You can then export the data with the custom report applied.

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V. MY ACCOUNT

The following section addresses many questions that subscribers have about

using their account. These question topics range from sharing an account to changing logins to canceling the auto-renewal. Please look over this section for questions you may have regarding your account.

1. Can I share an account?

You do have the ability to share one login and password for multi-user access. Simply have the person you are sharing the account with use the login and

password to log in on our homepage.

We do not assign multiple logins and passwords on individual accounts. Please keep in mind that you are also sharing full administrative privileges to your account with other users. We do not provide the ability to have different access levels to the account.

2. How c an I change t he email a ddress or login associated with m y account ?

You can change the username and the password under the My Account tab. The Login Settings are located in the Account Summary section. Click on the Edit button next to the username, password, or contact email if you wish to update them.

 Step 1: Click on the My

Account tab.

 Step 2: Click on the Account

Summary button on the left

hand side of the page.

 Step 3: Change the email

addresses in the Login Settings section.

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3. Why is the t im e zone wrong? Can I set the s urveys or account to my t im e zo ne?

You do have the ability to change the time zone on your account. When you access the My Account section, please click on the Account Overview button on the left side of the page. The Preferences section will allow you to change the default time zone to yours:

 Step 1: Click on the My Account tab.  Step 2: Click on the Account Summary

button on the left hand side of the page.

 Step 3: Change the Time Zone Setting

under the Preferences section.

4. How do I change my subscription plan? I want to change from monthly to y early. How can I change the Cr ed it Card ?

If you want to upgrade your monthly account to an annual one, just click in the My Account tab. Select the Account Summary button. Here you will see the Billing Profile option to Upgrade to Annual Now. To change your account to monthly to yearly, please follow these steps:

 Step 1: Click on the My Account

tab.

 Step 2: Click on the Account

Summary button.

 Step 3: Click on the Upgrade to

Annual Now button:

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i. Switch to Invoicing:

We do offer quarterly and annual invoicing only. We do not accept check payments for monthly subscriptions.

Please send a request to our email support system to change the account to invoicing instead of the credit card payment. (You can also upgrade from the monthly plan to yearly in your account under the My Account tab. However, there is not an option to change it to invoicing in that setup. We will need to do that for you.)

Step 1:

Please change/update the following information under the My Account > Billing section so we can generate an invoice for you:

Your Billing Address Billing Email Address Billing Contact Name Phone Number

Step 2:

Once you have updated that information in your account's billing section, let us know the following information in your email request. Then we can finish processing the invoice for the renewal:

Subscription Type (Quarterly or Annual): SSL Encryption (If it needs to stay, be added, or be removed): PO number if necessary:

ii. Change Credit Card Details:

A. Active Account:

If the account is still an active and Professional status and if you want a different card to be charged, you can change the credit card details the following way:

Click on the My Accounts tab. Select the Billing button on the left side of the page. Click the Edit button next to the Payment Information. Here you can enter in

your new credit card details for the currently active account.

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B. Canceled Account:

If your account has been canceled due to either a cancel request or to non-payment, you will need to reactivate the Professional subscription.

To reactivate an account, you can do the following:

1. Please login to the account and click on the Upgrade button located on the

homepage or click the Upgrade to Professional Account button under the My

Account tab.

2. From here you will go through the prompts to set up your subscription plan

again.

3. If paying by credit card, you will need to enter your updated credit card

details. (Once the Professional subscription is canceled we do not store the

card details for security purposes.)

4. Once the payment is processed, then your Professional account will become

active and your surveys and data will be available to you again.

5. How c an I tran sfer a survey to a nother acco unt?

You can transfer a survey to another Professional account by clicking on the Transfer Survey button located on the left side of the My Accounts page. To transfer or copy your survey into another account, please follow these steps:

Step 1: Click on the My Account tab in the navigation header bar.

Step 2: Select the Transfer Survey button on the left hand side of the page.

You will need to know the username of the account into which you are

transferring the survey.

Next, you will select the survey title from the dropdown menu and choose

either the Copy Survey or Move Survey button. This will then place the survey

into the chosen account.

If you copy the survey into another account, this will not copy the data or

responses. It only copies the survey design (no collectors are copied either).

You will need to move the survey if you need the responses attached.

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6. Creating F old ers and Mov ing Surveys

SurveyMonkey User Manual

You can create different folders on the My Surveys page to better organize your survey list. Perhaps you have closed surveys you want to keep separate. Or you have different people sharing the account and each wants to keep their surveys in their own folder.

To add folders or move surveys into folders, please follow these steps:

Step 1: Click on the Manage Folders button on the My Surveys page. This is located

next to the "Current Folder" dropdown menu above the lists of surveys on the page.

Step 2: Click the Add New Folder button.

You can then type in the name of the new folder when prompted and click the Add

Folder button.

Step 3: You will return back to the Manage Folders page and you will see all surveys

created in the account with a dropdown textbox next to each one.

Click on blue dropdown arrow associated with the textbox of the survey you

want to move.

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Then choose the newly named folder in the textbox (as indicated in this

example below). A saving status will show, and then the survey will be moved

into that selected folder.

If you need to rename a folder, please click here for additional instructions.

7. Address Book

The Address Book is simply a book of addresses.

The book allows you to create lists of addresses to store in this section of your account. If you have distribution lists of emails that receive many surveys, then within this section you can create lists to store. You will then be able to use those same lists over and over again when creating new Email Invitation collectors for different surveys.

Features of the Address Book:

Within the Address Book section, you can:

 Add Emails  Remove Emails  Download Emails  Delete Lists

How does the Address Book work?

When creating a list in the address book itself, it will store the emails within a list.

From here you will not be able to gauge the response status for a specific

survey in the actual Address Book list.

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You can, however, view the opted out emails in the address book.

o If you choose to set up an Email Invitation collector to send to a list in

the address book, then you can gauge the response status in the actual "collector" for that specific survey. Not in the address book.

Is it the same as a Recipient List in an Email Invitation collector?

When you create a recipient list within an Email Invitation collector, then that recipient list is something altogether different. When creating a list you can either choose to:

Send the survey to a list already created in the address book. Upload new emails manually each time a collector is created. Or choose to send it to emails sent in a previous collector.

While you can use the Address Book to populate the recipient list, once that

list is populated inside the Collector, the association between the two is gone.

For example: If an email address is removed from the Address Book, all that does is removes that email address from the Address Book. Any new lists created from that Address Book in an Email Invitation collector will not contain that email address. However, any old or existing lists will still contain the email. Therefore, if you want to remove an email address from a recipient list or add it to a list, you will need to remove (or add) that email from the actual recipient list in the Email Invitation collector.

Additional Information:

Please note: The Address Book will not automatically update any new emails you

upload into an Email Invitation collector itself. If you go into a survey collector and add emails "manually" into the provided manual entry textbox, then those will not automatically upload into the Address Book list (or vice versa). If you want them stored in a specific list or if you want to create a new list that will be used multiple times you will need to add them to the Address Book.

Once you create lists in this section, your address book will look like the following:

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8. Track ing the Identity o f Respondents

If you want to track the identity of your respondents, then this needs to be set this up initially before you send out the survey. In order to track what survey response belongs to which respondent, then we offer three options:

1. You can create an Email Invitation Collector and send the survey through our

email server.

2. You can create unique IDs and customize the Web Link Collector link. Then

send the individual customized links through your own email client. Each link

must be emailed separately. For example: If you have 10 respondents to track,

you will customize 10 links and then email 10 separate messages.

3. Or you can create identifying or demographic type questions in the body of the

survey design.

The easiest way to track is with the use of our Email Message section or the Email Invitation collector.

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1.) Track by SurveyMonkey (Email Invitation Collector):

When you use the Email Message section or an Email Invitation collector, you opt to have SurveyMonkey send a message on your behalf. From here you will:

Upload your emails into the Email List (Edit Recipients) section. Customize a message. Schedule the delivery of the message to the list.

Once responses are returned, the Analyze section of the account will track the responses by the respondent's email address, first name, last name, and custom data field. When you browse through each survey participant's survey, you will see those fields associated with each survey response in the top portion of the survey.

In addition, in the Edit Recipients section of the Email Invitation collector, you can then track by status. This means you will be able to track who has responded, who has not responded, and who has opted out. If you want to track respondents but keep the survey responses anonymous, then you can set up the following:

When you set up a collector to have us send the survey invitation out on your behalf, you will choose the option to not save the email address in the survey results under the Change Settings button. You will still be able to track the response status of who has and who has not responded in the email list or Edit Recipients portion of your collector. However, the actual survey responses will be anonymous.

2.) Track by your own Email Client (Web Link Collector):

If you choose to not have SurveyMonkey send a message on your behalf and instead use your own email client to send the message, there is an alternate way of tracking the responses. This is accomplished by customizing a Web Link collector.

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We are only able to offer limited support in setting this up, so the links will need to be customized and sent out on your end.

You can append a special parameter to the end of the survey URL that will automatically add your own data to our “Custom Data” field.

The first step would be to create a database of recipients and assign each

recipient a unique ID.

You would then use that unique ID to create a unique URL for each recipient. When the recipients click on their appropriate links, the unique ID will be

stored in the “Custom Data” field of their responses.

Now, when you export the “Entire Result Set” for your results or click on the “Browse Responses” button on the Results Summary page, you will be able to see the unique ID value in the “Custom Data” field for each response. You would be able to then match that “Custom Data” value with the unique ID that is stored in your database to match

the response with the appropriate recipient in your database.

Example:

If the original URL to your survey was:

http://www.surveymonkey.com/s.aspx?sm=v8MbvURxoHkWfvud7Or3Cg_3d_3d

Let's say you had two recipients:

one with a unique ID of 12345 and another with a unique ID of 67890

You could then supply them with the following:

http://www.surveymonkey.com/s.aspx?sm=v8MbvURxoHkWfvud7Or3Cg_3d_3d

&c=12345

http://www.surveymonkey.com/s.aspx?sm=v8MbvURxoHkWfvud7Or3Cg_3d_3d

&c=67890

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Any respondent who accessed the survey through the first link would have “12345” stored in the “Custom Data” field for the response whereas any respondent who accessed the survey through the second link would have “67890” stored in the “Custom Data” field for the response.

9. Wha t is SSL Encryption and how do I add it to my account?

We do offer SSL encryption for the survey link and survey pages and exports during transmission. A site with SSL encryption will show a 's' in the 'http' URL address. It will appear as https://www.surveymonkey.com.

This is commonly used for online banking sites or sites that transmit secured information. In order to stay in compliance with HIPPA regulations, we recommend that SSL encryption be purchased for your account.

The cost is an additional $9.95 per month or $100 with the yearly subscription.

10. How do I cancel my account ?

You can cancel the renewal of your professional subscription by clicking on the Account Summary button under the My Account tab. Click on the Cancel Renewal button. Your account will remain active until the end of the current billing cycle.

When you cancel the auto-renewal the account will revert back to the free or basic status. Your surveys and data will be available as a summary view for 90 days. You will not be able to export the data and must maintain a professional subscription if you need to filter or export the data. After 90 days, they will be stored and archived for you in the account. If you reactivate the account at a later date, then they will be available to you again in the account.

You can also cancel the renewal by clicking the Cancel Renewal button located on the Account Summary page in the Account Details section.

If you need to cancel the free or Basic account, then please send a request to our

email support center. We will cancel or delete the account on our end.

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Follow these three steps to cancel your auto-renewal:

Step 1: Click on the My Account tab.

Step 2: Click on the Account Summary button on the left hand side of the screen.

Step 3: Click on the Cancel Renewal button.

Click here to see how to stop the cancellation request on your account!

11. How do you keep o ur data s ecure?

Our privacy policy states that we will not use your data for our own purposes. The data you collect is kept private and confidential. You are the owner of all data collected or uploaded into the survey. In regards to the security of our infrastructure, here is an overview of our setup.

We do offer SSL encryption for the survey link and survey pages during transmission. The cost is an additional $9.95 per month. The servers are kept at Inflow www.inflow.com.

Physical

Servers kept in locked cage Entry requires a passcard and biometric recognition Digital surveillance equipment Controls for temperature, humidity and smoke/fire detection Staffed 24/7

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Network

Multiple independent connections to Tier 1 Internet access providers Fully redundant OC-48 SONET Rings Uptime monitored every 5 minutes, with escalation to SurveyMonkey staff Firewall restricts access to all ports except 80 (http) and 443 (https) QualysGuard network security audits performed quarterly

Hardware

Servers have redundant internal power supplies Data is on RAID 10, operating system on RAID 1 Servers are mirrored and can failover in less than one hour

Software

Code in ASP, running on SQL Server 2000 and Windows 2000 Server Latest patches applied to all operating system and application files SSL encryption of all billing data Data backed up every hour internally Data backed up every night to centralized backup system, with offsite backups

in event of catastrophe

12. Troubl es hooting

If you are experiencing an issue with your account, survey design, distribution, or analysis of the data, click here. This will take you directly to all the troubleshooting FAQs available in our knowledgebase. If you do not see your specific question addressed there, please do not hesitate to contact our email support system. We will promptly address your concerns or issues.

Please include the following information for the applicable fields in your email for support:

 Account login:  Name of survey:  Collector name:  Survey link  Specific issue or question with as much detail as possible:

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VI. CONCLUSION

Now you are ready to begin using SurveyMonkey to create, distribute, and analyze your surveys. We aim to provide an online survey tool that is affordable and user-friendly. In addition, to our Help Center‟s FAQs and Tutorials, this manual will guide you along every step of the way. Please keep this for your own personal reference. For additional questions or support, contact us through our email support center. We are available 365 days a year by email including weekends and holidays!

Thank you for your interest and support in SurveyMonkey!

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Specifications and Main Features

Frequently Asked Questions

User Manual