SurveyMonkey 2009 User Manual

SURVEYMONKEY USER MANUAL
1/30/2009
Copyright ©1999-2009 SurveyMonkey.com. All Rights Reserved. No portion of this guide
may be 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. 4
3. Features of Basic and Professional accounts pg. 5
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. 8
6. Types of questions available and Features pg. 9 a) Types of questions pg. 9 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. 14
8. Editing the survey theme pg. 15
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. 20
B. Edit an existing survey pg. 23
11. Copy or move a page/question pg. 23
12. Add a page or insert a page break pg. 24
13. Delete a page/questions pg. 24
14. Restore deleted questions pg. 26
15. Edit a question with responses collected pg. 27
C. Print a survey or responses pg. 29
III. Collecting Responses ………………………………………………………… pg. 31
A. Collectors ……………………….……………………………………………………… pg. 31
B. Collector Settings and Restrictions ………………………………………………………… pg. 34
i. Collector Settings
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ii. Collector Restrictions
C. Sending out the link ………………………………….…………………………………………… pg. 42
1. Send through own email client pg. 42
- Adding manual entries pg. 45
2. Post on your website pg. 42
3. Post a popup invitation pg. 49
4. Send through SurveyMonkey Email pg. 51
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
nd
message to the same survey/Use custom criteria
IV. Analyzing & Exporting Data ………………………………………………. pg. 70
1. Browse respondents to edit or delete pg. 71
- Response Type pg. 72
2. Creating filters pg. 75
i. Filter by response pg. 76
ii. Filter by properties or collectors pg. 78
iii. Managing multiple or saved filters pg. 79
3. Cross Tabs pg. 80
4. Exporting pg. 85
5. Sharing Survey Responses pg. 87
6. Custom Reports & Sharing Data pg 89
V. My Account ………………………..………………………………………………. pg. 91
1. Share an account pg. 91
2. Change emails on account pg. 92
3. Change time zone on account pg. 92
4. Change the account subscription or credit card pg. 93
5. Transfer a survey to another account pg. 95
6. Creating folders and moving surveys pg. 96
7. The Address Book pg. 97
8. Tracking the identity of respondents pg. 99
9. SSL encryption pg. 101
10. Cancel an account pg. 102
11. Security pg. 103
12. Troubleshooting pg. 104
VI. Conclusion ………………………..………………………………………………. pg. 105
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SurveyMonkey User Manual
I. GETTING STARTED
Welcome to SurveyMonkey! This user‟s manual guides you through all areas of SurveyMonkey. It takes you from start to finish covering topics such as creating and upgrading accounts, designing surveys, collecting responses, analyzing data, and managing accounts. The manual directly links you to our FAQs and Tutorials. Simply click on the hyperlinks (indicated in blue underlines) to go directly to our Help Center topics for additional information.
1. Creating Accounts and Up grad ing
Create a Basic, or free, account to being using the online survey system. We don‟t offer what some consider a “license since you do not purchase software. Everything is accomplished by logging into your registered account! What we do offer are Basic or Professional subscriptions to use the tool. Professional subscriptions provide access to the premium features.
Step 1:
To begin using SurveyMonkey, activate your account by clicking on the Join Now for Free button located on the homepage:
Step 2:
You are prompted to pick a unique username and password to create a Basic account:
To upgrade from the Basic to the
Professional subscription, click the Upgrade button located on the homepage. This option is also located on the top portion of any page in the account.
As a Professional subscriber, you
will have access to the premium
features once we receive
payment.
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Included Features:
Monthly
Quarterly
Annually
Unlimited # of Surveys
Unlimited Questions
Unlimited Free Responses
Response Overages: Monthly Billing Cycle
$.05 per response
$.05 per response
2. Prici ng and Pa ym ent O ptions
SurveyMonkey offers the following packages for the Professional subscription (Prices are in USD):
Monthly: $19.95 (month to month) x 1000 free responses every monthly billing
cycle. Responses over the 1000 are charged $.05 every cycle.
Quarterly: $59.85 (covers 3 months) x 1000 free responses every monthly
billing cycle. Responses over the 1000 are charged $.05 every cycle.
Annually: $200 (covers 12 months) x unlimited survey responses at no
additional charge.
Please note: We do not offer pro-rated refunds on subscriptions. If you anticipate needing the
subscription for a short amount of time, purchase either a monthly or quarterly subscription.
Monthly and quarterly subscriptions allow 1000 free responses within the monthly billing cycle. You can collect as many responses as you want; however, any response over that 1000 for the month will receive a charge of $.05. The response count is set back to 0 at the beginning of the next month‟s billing cycle.
We accept credit card payment for all subscription terms (Visa, Master Card,
Diner's Club, American Express, and Discover).
We do accept purchase order, check, and wire transfer payments for Quarterly
and Annual subscriptions only.
o Payment is required before activating the account. Complete the
registration process by clicking on the Upgrade button on our homepage. Then select check. Once you complete the process, the billing email is sent an invoice for payment.
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SSL Encryption:
If you are concerned about extra security, we offer SSL encryption for the survey link, survey pages, and exports during transmission. A survey with SSL encryption shows the 's' in the 'http' URL address. It appears as:
https://www.surveymonkey.com
This is commonly used for online banking or sites that transmit secured information. In order to stay in compliance with HIPAA 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.
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, and we do not delete your surveys or data if you do not upgrade by a certain time. Keep a Basic account for as long as you would like.
You have the ability to share one login and password for multi-user access. Simply have the person(s) you are sharing the account with use the one login and password. We do not assign multiple logins on individual accounts.
Please keep in mind that you are sharing full administrative privileges with other users. We do not provide the ability for different access levels on the account.
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 Validate/required survey responses
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Randomize/sort answer choices Accessible and 508 compliant and certified surveys 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 Surveys from Templates - Not experienced with survey design? Need a creative spark? We have over 50 survey templates in a variety of categories. Use one of our professionally designed templates to jumpstart your survey design.
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.
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.
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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.
Cross Tab Results - Cross tabulated data is useful for showing a side by side comparison of how respondents answered two or more survey questions. This is a comparison of two items within one survey, such as product usage and demographics, to determine how they are interrelated.
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 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.
II. SURVEY DESIGN
A. New Survey
4. Where to Begin?
When you are ready to create a survey, click on the Create Survey tab located on the page header of the SurveyMonkey account. 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.
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Note: Any time you exit that survey editor to navigate through the account and when you need to re-enter back into the Edit Survey mode, click on the Design icon located to the right of the survey title on the My Surveys page.
a. After creating the title, the
Edit Survey page immediately opens.
b. Click on the Add Question
Here button to insert your first question.
c. If you want to add pages,
simply click the Add Page Here button where you want to insert the page.
5. How to Add Que st ions and P ages
SurveyMonkey User Manual
Once you begin designing a survey and every time you add or create a new question, a window opens within the survey designer. Choose the question type from the dropdown menu.
1. Type the question into the
provided textbox.
2. Type the answer choices into the
provided textbox (each must be on its own line).
3. Choose to add any of the
additional features (e.g. randomize choices, set to required answer, etc).
4. Click the Save Changes button
when you are finished.
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6. Available Qu estion Types and F eatur es
a. Question Types
To add a question to your survey, a dropdown menu is presented after clicking the Add Question button. Choose which type you want to add. You can also view the question examples on our homepage under the types of questions link. The following tutorial also highlights some examples: Formatting Questions
If you need additional information
on survey design, please refer to the Smart Survey Design guide located in the Help Center of your account.
This guide provides tips on
designing effective surveys.
Or if you want us to design the
survey for you, click here to learn more.
b. Features
When adding questions to the survey, you have the ability to add individual features to them. Both Professional and Basic accounts provide access to these features, which allow greater control of the survey response collection:
Adding a comment field Required to answer option
Text validation Change of question size and placement
i. Add a Comment Box: Multiple Choice vs. Rating/Matrix
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:
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Modify the Field Label. Configure the Comment Box Size. This enables you to 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.
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.
Require a Comment: You can create a Yes/No type question where if “Yes” is
selected a comment is required. To learn more, please click here.
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ii. Require to Answer
You can force respondents to answer the questions using the Require Answer to Question feature.
1. Place a tick mark next to the Require Answer to Question option.
2. Customize the "failure to answer" message in the provided section. Click the
Save Changes button. An asterisk will appear next to these questions.
Additional Information: Setting a Limit of How Many
There is a feature that allows multiple choice questions to limit "how many" choices a respondent can answer.
When creating a Multiple Choice, Matrix/Rating, or Open-Ended (Multiple Answers Allowed) type question, set the Require Answer feature to where the respondent must answer according to any of the following options:
All At least At most Exactly Range
If a limit is applied, edit the error message so it corresponds to how the feature
has been configured. Then respondents will know what is expected of the answer.
EXAMPLE: If you have a list of 10 items and you restrict the limit to "exactly" "3" answer choices can be selected, we recommend editing the error message to be something like:
"You have picked more than the allotted answer choice limit. Please restrict your response to 3 choices."
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iii. Text Validation
When creating Single and Multiple Textbox questions, you can “validate” how the responses are to be entered by the respondents (e.g. whole numbers, decimal numbers, date format, etc). You will see the Validate Text option in the list of features available under the question editor prompt.
Please Note: The Numerical textbox does not have the validation feature since it only allows whole numbers (negative numbers not allowed). The validation features can be added to the following question types:
1. Single Textbox
2. Multiple Textbox
3. Multiple Choice (One or Multiple Answers Allowed)
4. All Matrix types
5. Rating
Essentially, this validation feature is available anytime you enable the Add
Comment Field option to a Multiple Choice, Matrix, or Rating questions.
The Text Validation is located in the question editor inside the design mode. When you click the dropdown menu, the following validation parameters are available for the open ended comment boxes:
don't validate comment text must be a specific length must be a whole number must be a decimal number must be a date (MM/DD/YYYY)
or (DD/MM/YYYY)
must be an email address
iv. Change Question Size and Placement
When clicking 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. Depending on the type of question, you can set a percent or fixed/pixel question width, column width, or comment/input box size. Click on the Change Question Size & Placement option to perform any of the following:
Overall Question Width: If you want the question to cover less or more space
on the webpage, then edit the Percent or Pixel width. This will either spread or condense the space it covers.
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Column Width: You can control the amount of space reserved for the label
and the answer choices.
o EXAMPLE: This is helpful if you have large amounts of text for the
answer rows of a Matrix question. If the column headers consist of less text, then you can allot more space for the "label" section. Then the rows of choices will not appear so condensed.
Question Placement: If you want questions to appear side by side, then
choose to have a current question placed next to the previous one. To have the questions located underneath one another, then leave the default of Start question on new row.
Question Margin: To allot more spacing between questions or create
indentation through spacing, then this setting is helpful. Sometimes a question may appear too close to the logo header. Type in a pixel number like "5" or "20" in the Top Margin setting. This provides space above that question.
Edit Comment Box Size:
You have the ability to edit the size of the comment box for the Open Ended questions. Click on the Change Question Size & Placement option located within that question builder.
With the Comment Box or Essay Box type, 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).
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7. Copy a Survey
The ability to create a copy of any survey 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.
Only the survey design itself is copied. No collectors or their settings are
copied from the original survey.
Create a new collector and select a saved custom theme in the Theme
Dropdown menu on the copied version or edit a new one.
To perform this function, please do the following:
Step 1: Click on the Create Survey tab.
Step 2: Choose the Copy from Existing Survey option. Select the name of the survey
to copy in the provided dropdown menu.
Click the Create Survey button when you have named it.
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8. Editi ng a Theme
As a Professional subscriber, you can edit an existing theme or add a new one by modifying an existing theme template. While in the design, these options are visible in the Edit Survey mode.
If you want to brand the survey to fit your organization's needs, do the following:
a. The color picker allows you to enter in your own hex code for specialized
colors.
b. 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.]
c. Add a logo to the survey header. d. Add images into the body design. e. Create a redirect or survey completion option to your company‟s URL.
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: On the Design page, select the theme you wish to modify from the dropdown
menu. Click the New button next to the selected one. This takes you into the Theme Editor. You may customize the fonts, colors, and sizes of many elements of
the survey and rename the custom theme.
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To access different elements, select specific properties from the menu. Edit these properties to customize a new theme or brand the 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
9. Survey Options
The survey options are located within the Design section of the survey. These options allow you to place more features on the survey like page numbers, logo, progress bar, etc. The following are available under the Survey Options button:
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 a survey. Choose between the following options:
Page numbering Question numbering Or both options
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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: To have your own numbering system, then uncheck the 'Use
Question Numbering' option under this section. Then manually type in the question number preceding the text for the question in the „question‟ text box configuration. Click here for an example.
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.
ii. Add Logo
As a Professional subscriber, you can add your own organization's logo into the survey design. Logos up to 50K in size can be added into the top left hand corner of every page of the survey. The logo must be in a .GIF or .JPG format.
To add a logo, 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 Logo button again to finalize.
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To delete the logo, click the
Delete Logo button.
To re-size the logo, edit the
size and resolution of it in your own image editing program. Then reinsert it into the design.
iii. Progress Bar
Both Basic and Professional subscribers can add a progress bar to any survey. Professional subscribers may customize the look of a progress bar under the Theme Editor. Within the theme‟s property menu, edit the width, text size, border width, border color, background, text color, or bar color. Rename the theme and save it 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.
Step 3: Access the Progress Bar section and select where you want the bar to appear
(top or bottom of page). Click the Save button when you are finished.
iv. Survey Pages and Title
You have the ability to hide the survey or page titles when a respondent takes the survey. In order to hide them, follow these steps:
Step 1: Click on the Design icon next to the survey title on the My Surveys page.
Step 2: Click the Survey Options button located on the left side of the page.
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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 will be hidden to the respondents.
Click the Save Changes button when you are finished.
v. Navigation Titles
In order for respondents to move through the survey, Navigation buttons are used. You can customize the wording on these buttons 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 them:
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.
Step 3: Access the Navigation Buttons section and type in whatever words you would
like to use as the navigation links. Click the Save button when you are finished.
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10. Skip Logic
The goal of Skip Logic is to collect data on specific survey participants. This is accomplished by directing respondents through the survey based on responses to previous 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 the button at the bottom of a page. By default and when a respondent clicks Next, the following page loads. With this in place, you can force respondents to jump over pages.
Only the Multiple Choice questions (One Answer and Multiple Choice Answer) allow logic to be added. The Add Logic button appears next to only those question types.
The Seven Skip Logic Principles:
1. How Logic is Triggered:
Skip logic is triggered when a respondent clicks the Next >> button on the bottom of a 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. In addition, it is not possible to have a question(s) immediately pop up based
on the previous answer choice.
2. One to One Relationship:
Logic is a one to one relationship. If you choose the Multiple Choice (multiple answers) type, apply different routes on more than one answer choice and allow
respondents to select multiple answers, it will not skip correctly. The logic will only trigger according to the first answer choice selected. Be sure to also place the question with skip logic as the last one on the page.
You cannot have multiple questions with skip logic on the same page.
3. Forward Pattern:
Due to the functionality, we recommend creating 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. Moving backwards may just create a loop and overwrite pages.
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Have this question as the last question on a survey page.
Then place the follow-up question(s) on a new page that immediately following.
Configure the logic rule so that the respondents who do not choose that answer will skip over the page of follow-up questions.
To see how to remove the Previous button from the design, please click here. This allows respondents to only move forward in the survey.
4. What is Page vs. Question Skip Logic:
Page and Question skip logic each serve a different purpose. Do not use Question and Page logic on the same page.
PAGE Logic does NOT require a specific answer and will jump automatically to
the designated page no matter what is answered on the page.
QUESTION Logic advances respondents to a page or series of follow-up
questions based on the answer to a particular question. (Question logic overrides the page skip logic if both are set on a page.)
5. When to Use Question Skip Logic:
If you want to create a scenario where respondents are asked follow-up questions based on their responses to a particular question, then you want to place skip logic on a question.
6. When to Use Page Skip Logic:
If you have more than one group of follow-up questions and only want some respondents to answer one group, then create separate pages - one for each group of questions.
This time, if respondents get sent to page 2 of follow-up questions because of
the way they answered the question on page 1, then you do not want them to continue to page 3 of follow-up questions. (The questions on page 3 are not intended for this route.)
This is where you would want to place logic on the page. You could set up page
logic on page 2 that directs respondents to page 4 when the Next button is clicked. This jumps these respondents over page 3.
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Example Logic: To view an example of how to set up skip logic, click here. Logic Tutorial: For more information on skip logic, visit our Tutorials section or
click here.
7. Route All Respondents to Same End Page:
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 button.
Please note: If you have added a Thank You page to the "collector" this will not be the "end" page to where you jump respondents. The end page will be the actual last page of the survey design. Therefore, you may need to create one generic final page to the survey design. Then as the respondent clicks the Done button on that generic end page, the Thank You page will open as the last step.
Analyze Section Presentation of Logic Patterns & Data:
When using Skip Logic to route respondents to different "surveys" within one design, the tool combines all responses in the Analyze section. You may need to create a filter to then look at the responses associated for a specific "survey" or logic route. To read more about Filters, click here.
You can also create a custom report to make only specific pages of questions following that route path visible. Click here to learn more on creating custom reports.
EXAMPLE: If you have one initial question asking respondents which survey (or in this example, which language survey they want), then you can create a Filter by
Response.
Pick that language question in the filter query and then pick the answer choice
of English.
When that filter is toggled on and active, you will only see the respondents
who picked the English survey. Export the data with that filtered applied.
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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 once your survey has been created or distributed.
11. Copy or Move a Ques tion
After you have designed a survey or during the design process, there is the ability to copy or move pages and questions within it. While in the Edit Survey mode, you will notice the Move or Copy buttons associated with each question or page.
If you want to Copy a question/page:
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.
Repeat the same process to move a question or page.
Step 1: Select the Move button
associated with the question/page you want to move.
Step 2: Then choose the Move
Question Here located in the
survey design to where you want to move that question.
Step 3: The Move Question Here
button is located above or below an existing question. Now you can move the question into that location.
(Follow the same principle to
move a page. The Move Page Here button is located above each page.)
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12. Add a Page or Insert Page Break
You can add a page into your survey by clicking on the Add Page button directly above or below an existing question.
To do this, please use the following steps:
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.
SurveyMonkey User Manual
13. Delete a P ag e and Questions
If you no longer need a page in the design, you can delete it from the Editor. When deleting, there is an option to delete all questions currently on that page or move them to a different one.
Please note: If you delete a question, then any responses collected on that
question will be deleted!
Step 1: Access the Edit Survey option by clicking on the Design icon for the survey.
Step 2: Here you see the survey design and you can select the page from the
dropdown.
The Delete button is located 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:
1. Delete all questions on the page.
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2. Move all questions to the page above.
3. Move all questions to the page below.
(Click the Yes, Delete Page when you are finished)
Part 1 of 2: Click on the Delete button
SurveyMonkey User Manual
Part 2 of 2: Choose your option and click "Yes, Delete Page."
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14. Restore Deleted Quest io ns
You have the ability to restore a question that has been deleted from the survey Design mode. The Restore feature allows you to re-insert a deleted question back into 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 opens showing any deleted question over the past 14 days. Click
the Restore button next to the one to add back into the survey.
Step 4: This shows the survey design again on the Edit page. The 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.
Please note: After 14
days of the deletion, you will not be able to restore the question.
Any responses collected
on that question may also be purged from the survey.
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15. Edit a Survey with R esponses Collected
Once a survey has started collecting responses, there are limited editing capabilities. You cannot fully edit a question that has received responses. Make sure to close the current collector(s) while editing. If respondents are taking the survey, they will be brought back to the current page.
Editing the survey design does not change the survey link! There is no need to resend a new link. The changes are effective immediately.
When you click on the Edit button associated with a question on the Edit Survey page, the following prompt opens if responses have been collected:
This question has responses. Editing is limited for some options. In order to
fully edit the question, you must clear your existing survey responses.
What can I add or edit?
Add new questions/Edit existing question text Delete current questions (This will delete responses!) Move questions/pages (Do not move pages/questions with logic applied.) Add/Edit/Hide answer choices Sort answer choices (alphabetically or randomly) Edit/Add column labels to Matrix or Rating questions Add/Remove some features: e.g. Required to Answer, Comment Box. (The tick
box for that option will be grayed if responses are collected.)
Add an Answer Choice:
To add an answer choice, click the Add Choices button under the current choices.
The Add Choices button
provides a textbox to manually type in a new choice.
A dropdown menu appears.
Pick where in the list you want the answer to appear. Or choose the Edit Choices button to edit a current one.
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Important! You Cannot Change Question Types When Data Has Been
Collected. To do so, you will need to do the following:
Export the data to maintain the current responses for that question. Delete the specific question from the design. Then, recreate the question.
o Once you have recreated the question, manually re-enter the
responses using the exported file's data.
o Click here to read more about editing an individual survey response.
Delete an Answer Choice:
To delete an answer choice, you will notice the "hidden" checkbox option in a dropdown menu next to each answer or row choice when clicking 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:
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 Survey Design or Data
There are a couple of print options for Professional subscribers. One PDF option is available for the survey design and the other is available for the summary results.
i. Print Survey Design:
1. Click the Print Survey button
from the Edit Survey page.
2. Select the Print Style from
the drop-down and select if you want the survey title and page numbers displayed. Choose the orientation and paper size.
3. Click Download Printable
Survey.
The survey prints individual pages by default. Select "Print Without Page Breaks" to produce an overall survey print. The PDF is a 'snap-shot' of the survey design. You will not be able to see dropdown menu options in the PDF version of the survey. Click here for Printing & Troubleshooting.
Which Print Style should I select?
The PDF option of Optimized For Printing will be in black and white. The PDF of the Current Theme will appear exactly as your survey is
excluding the logo.
Which Orientation should I select?
If you have many wide matrix question types in your survey, select the Landscape orientation form the Orientation drop-down menu. The Landscape orientation will print the survey horizontally across the page.
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