Survey Settings

The following shows the available Survey Settings you can use to set your activity for fielding.

Go to the SETTINGS tab in your survey and update the following areas as needed:

WHO IS TAKING THE SURVEY

• The default settings are usually what you want for your survey: Sign in/ sign up and invitation required. Update the settings if you wish to open the activity up to non-members and/or don't require an individual invite to participate.
• Select the activity page from the dropdown if you would like to force members to sign in after answering one or multiple questions first. Typically, you want members to sign in first, but for recruiting or public communities a different activity page to sign in may be appropriate.
• You have three options on how to allow members to participate. 
  • Network ip address (recommended): this keeps multiple members who are accessing a survey through the same network ip address from completing. This is the recommended setting, however if you are inviting a lot of people within the same ip network (e.g., same company location), you should consider a different setting
  • Computer, with cookies: this limits completion of this survey to one per computer. If you have multiple members in the same household who share a computer, only one of these members would be able to complete this survey. 
  • Do not limit - allow multiple responses: has the least restrictions in terms of which members can complete a survey. This setting allows for multiple members within the same ip address and/or same computer to complete a survey.  

ASSOCIATE SURVEY WITH A PROJECT 

You are able to associate surveys with a project. This is a useful feature for your clients or internal stakeholders and helps them navigate their research studies in the customer boardroom. For more information on use in the customer boardroom, read here.

• To associate the survey with a project, type in the New project in the text box and save the settings screen (bottom of the page).

• After saving your page, scroll back to the "Associate survey with a project" section and check the project that now appears.
• After the initial creation of the project it will appear in all activities (new and existing activities). It allows you to associate or remove multiple activities at any time to projects. You will also be able to filter activities in the Feedback Tab by projects. This is useful if you want to categorize your activities.

TAGS 

You are able to assign one or multiple tags to each survey. This is another tool to make activities easier to find and organize for your clients or internal stakeholders. It is designed to help them navigate their research studies in the customer boardroom. These tags are not respondent level tags but activity level tags. For more information on use in the customer boardroom, read here.

• To create tags, simply type one or multiple words in the text box. Separate each tag using a comma.

WHAT'S ON THE FINAL PAGE

The default settings are usually what you want for your survey, but you may want to update settings if desired.

• By selecting the checkbox you can share the aggregate responses of the survey with members after they complete. They will only see the results received at the time they complete. So, if they are one of the first to participate they only see response up to that time.
• By default, after completing an activity, members are sent to the community homepage. You can enter a different URL in case you want them to be sent to a different site. 
• Update the Thank you and Termination messages if you want to communicate activity specific information.

 

CLOSING YOUR SURVEY

You may update the Closed message. This is the message members will see if they try to complete the survey after you have closed it for data analysis.

You have the option to close the activity automatically by setting a number of responses and/or a closing date. If you choose the "close on this date" option, the survey will close within 1 hour of Midnight CST on the date you select. For more details, read Survey Settings - Closing Your Survey

INCENTIVES

Lastly, set your incentives for the activity, if your community offers this feature. Type in how much you would like to grant members for completing or terminating the activity. Please note that if you do not wish to grant incentives you will still have to populate these boxes with “0.”

Always do this before activating and sending invites. If you add incentives or update the incentive amount after the activity started fielding, incentive amounts will not update automatically for respondents. Contact your account manager if this happens to you.

SAVE

When you are done, Save your changes.

You can also Activate and share your survey from here using the ACTIVATE AND SHARE button. It will take you to the Distribute Tab where you design your invite and reminder text and select members to invite.

You can also cancel all changes you have made