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Smart Surveys Anderson & Isabel

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Page 1: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Smart Surveys

Anderson & Isabel

Page 2: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Session Starters

• Please silence your cell phones• When asking questions please clearly state

your name and where you are from• Try to hold questions for Question Breaks• A link where you can download the

PowerPoints will be available after the conference for review, but take notes!

• Sit back, relax and let’s have some fun

Page 3: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Let’s Discuss…

• Why you should use surveys• Page Conditions• Survey Options• Launching Methods• Templates• Analytics• Trouble-Shooting

Page 4: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Why Use Surveys?

• Collect information from students & employers

• Options to link that data with your site• Online surveys have been proven to have

higher response rates• Analysis is easier• No transmission time

Page 5: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Using Surveys Creatively

• Keeping up with your Alumni• Employer feedback• School orientations• Student Worker Award nominations

Page 6: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Page Conditions

• What is a page condition?– It’s a criteria to determine if a user can see or not see a

page of the survey based on how they answer previous questions. Think of it like a bouncer at the door of a club, you have to answer the question a certain way to be let in

Page 7: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Page Conditions Continued

• Why should I use page conditions?– Allows for a single survey to apply to a wider audience

through redirects– Survey takers do not have to answer every question, just

those that apply

• Tips/Advice– Complete all questions, then add page conditions– Map it out/ Think ahead!– Test it out!

Page 8: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Page Conditions Continued

Page 9: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Editing Page Conditions

Page 10: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Question Break

Questions?

Page 11: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Survey Options

• Survey specific

Page 12: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Templates

• What can you do?– Add images (school logo)– Incorporate School Specific Colors (hex codes)– Customize fonts– Include headers and footers

• Benefits– Branding– Reach target audience– Time saver & more attractive/appealing– Seamless

• Choose your template – Preview before launching!

Page 13: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Questions?

Page 14: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Survey Options

• Completion Action– Desired action that should occur when a user completes

the survey.– Completion Message– Completion URL– Redirect after completion– URL for Continue button

Page 15: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Survey Options Continued

• Button and Page Numbering Option• Send Responses To..

– Receive notifications after every survey response– Multiple email addresses can be notified

• Separated by semi-colon

• Email Respondent– Select Yes– Choose the survey question that contains the email

address

Page 16: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Survey Options Continued

• Administrator Properties– DO NOT: Edit the Owner!– DO: Enter the email address of the administrator of this

survey

Page 17: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Question Break

Page 18: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Launching Your Survey

What are the 4 methods to launch?1. In system with prompt2. In system without prompt3. Email/ “anonymous”4. Embed link in website or in a memo

Page 19: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Launching Your Survey

Option 1• In your system with prompt

Option 2• In system without prompt

– No pop-up message – Surveys can be accessed

from the “I want to” task

Page 20: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Launching Your Survey

Option 3• System login not required• Email - “anonymous” • Copy/paste link in body of

email

Option 4• Embed link in website or in

a memo

Page 21: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Questions?

Page 22: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Analyze Your Survey Responses!

• Select Survey– Results Overview– Individual Responses– Export Data to excel

• CSO– Student Report– Pull CSO student information

Page 23: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Trouble-Shooting Your Surveys

• My Survey is Not Sending Out– What to check

• Survey date range (in Select Survey.Net)• Status (Open/Closed)• Launch Options are Correct

• My Survey is Going to The Wrong Users– What to check

• Survey Criteria

Page 24: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Trouble-Shooting Your Surveys Cont.

• The Order of Questions is Incorrect– What to check

• Page Conditions in correct location• Page Condition Groups

• Users are Not Completing Their Surveys– What to check

• The 15 minute timeout for each page is set in Select Survey.Net, not CSO – add in a memo to the top of each page explaining the timeout

• Take the survey and see if you need to separate some pages

Page 25: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Trouble-Shooting Your Surveys Cont.

Questions

Page 26: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Open Discussion

Page 27: Smart Surveys Anderson & Isabel. Session Starters Please silence your cell phones When asking questions please clearly state your name and where you are

Thanks for Attending!

If you have any questions please contact the Support Team or your CRM!

Join us for lunch downstairs at 12:00pm. Be sure to check the agenda for CSO

partner sessions happening throughout.