introduction to eSurvey

introduction to eSurvey
eSurvey is an integrated online survey module to allow you to create as many questions as you want to ask
attendees what you want pre-event, as an audience response system or post-event. eSurvey is a great
alternative to other survey point solutions because it is integrated with eReg to allow you to stop cutting and
pasting lists of attendees together and importing into other survey tools. As soon as you've created an event
and have a registrant list, you can easily send surveys without having to continuously update your survey
participant list. The module allows you to also view reports and generate charts from the data for easy
reporting.
Product Features
• Integrated with your event so it's easy to pull survey participant lists from registrant lists
• Design your own look-and-feel or point-and-click your way to a great looking survey
• Create as many questions and pages as you need
• Easy-to-use reports
• Send data to pie, bar and line graph charts to use in PowerPoint presentations, Excel and more to
make it easy to show stakeholders the survey feedback
eSurvey walkthrough
survey settings
To get started creating your eSurvey, hover over the
eSurvey option in the etouches menu. A drop down will
appear, select Create survey and in the popup fill in as
much information as you would like. You will be able to
change any information later on.
survey settings • basic settings
Within Basic Settings you can edit the setup of your survey, add question numbering, add a thank you page,
and create a public summary.
The Basic details section lets you
change the name of the survey, create a
custom URL and set the status of the
survey.
The Survey events section lets you link
this survey to an event. When linked
the attendees data that you have added
in your custom view will be pulled in
from your eReg event to eSurvey
Enabling Quiz Scoring lets you add a point value to
your survey. This feature may be helpful if your
event was actually an online video training and you
want to test your attendees afterwards.
If you use question numbering then your
survey questions will automatically be
numbered when you view the survey.
You can choose to number each page
separately or number the questions
over the entire survey. You can also
choose the text in your navigation
buttons
In this section you can configure what
people should see when they complete
the survey as well as redirect them to a
specific site or report.
survey settings • advanced settings
The Advanced Settings tab gives you a little more control over how the survey will function and how it will
affect other parts of etouches.
Checking off the first box allows you to
automatically change a registrant’s
status in eReg when they complete a
survey.
You can also make sure that attendees
complete the survey only once.
If you have added URL masking to your
account, you can select the domain you
want to use for your survey.
edit survey
The Edit Survey tag is where you will be building your survey. You can add pages, headings and questions.
When adding a page simply name you
page and choose where it should be
placed withing the survey.
When editing a page you will be given the same field selections to edit as you did when you add a new page.
(Shown Above).
Selecting Delete page will delete the current page you are on. The system will prompt you to verify if you would
like to delete this page. There is no way to recover the page once it has been deleted.
When selecting to reorder tabs a popup will allow you to drag and drop the pages in the updated order you
would like them to appear in the top navigation.
Adding a question:
The Add question popup lets you select
the page of the survey that this new
question should appear on.
You then enter the question you want to
ask, it can be styled using the HTML
editor.
If your question is lengthy, you can name the questions something shorter in the Name on report field.
Finally select the type of question you are creating, it can be any of the following:
• Dropdown Box: multiple choice option
• Heading
where only one can be chosen
• Single Line of Text
• Check Boxes: multiple choice, multiple
• Multiple Single Lines of Texts
answers
• Comments: a text field
• Martrix of Radio Buttons: one answer per
• Radio Buttons: multiple choice option where
row
only one can be chosen
• Martrix of Checkboxes: multiple answers
per row
When you choose a question type, the
popup will be refreshed with new
options to add choices/responses for
the person filling out the survey to
choose from.
You can also edit the size and look of
the question to your liking.
Question logic is also disaplyed when
you choose an input type. Logic allows
you to setup additional questions based
off the responses from other questions
within the survey that have finite
answers such as (radio buttons or
dropdown selection questions). You can select a question and choose the response that will be the logic in
order to allow the attendee to continue.
Reordering questions:
Once you have added your questions to your
survey, you will see that they now have some
buttons on the right of them.
To move a question up or down, just click on the
arrow icons and you will see new buttons appear.
When you click on the Move question here
button, the questions will be moved to the
location of the button. If you want to undo the
move yo just made, click
the Cancel question move
button.
look & feel
The Look & feel tab in eSurvey is just like the other Look & feel sections across etouches.
look & feel • template
The template feature will allow you to choose a template that you have created under your account settings
keeping a standard look and feel to your surveys and other etouches modules.
look & feel • survey logo
If you are not using a template Here you
can upload a logo for your survey or
upload one from your image database.
The logo will be displayed above at the
very top of page in your survey.
look & feel • colors & fonts
In this section you can either choose the background page colors and the font styles of your eSocial. For more
information refer to the Look & Feel manual or video.
reports
reports • survey responses
The Survery responses page gives you a report of all the attnedees and their answers to your survey
questions. The report is structured like all other reports in etouches. You can add different views with filters
and columns of data that you want to see, for example you can filter for responses after a certain date or within
a set range of dates.
reports • survey summary
The Summary Survey is more of a visual display of all the responses in your survey. The answers will be listed
in page and question order. You will be able to see how many times each question has been answered by bar,
a number count and a percentage. All information can be exported to excel and any question where data was
collected can be converted in a chart.