Immediate answers to your frequently asked questions.

The Data Export button gives you access to a raw data list, question by question. This is also where you would go to export raw data (aggregate or individual). You can export this data as a CSV file or into SPSS.

Yes, you can export a report to Word by clicking on the ‘Exports’ button then selecting the Word icon in the Report Builder.  

Statistical analysis is only available for cross tabs. To display statistics, click on the Options button in the Reports section and check the Statistics box.  

Click on the Data Analyzer button from within the Analyze Reports section. Click on the “Cross Tab” button. Drag the questions you wish to include in the analysis from the left into the Row Box. Drag your slider question (only 1 slider question) into the Column box. Finally, drag your Data Analysis Option from the right to the Data box.  

Our Data Analyzer (also known as the Intelligent Data Analysis Engine or IDAE) is conceived with ease of use in mind to provide you with an intuitive way to make data work for you and help you make decisions based on the results of your survey.

Our Data Analyzer provides:

• Meaningful data analysis without advanced spreadsheet skills
• Number crunching without the headaches
• Drag-and-drop interface for speed and usability

No more exporting data to other formats, simply drag-and-drop the data and let our Intuitive Data Analysis Engine do the rest. Our software is fully inclusive and includes a lot more than simply percentages and number counts.

Using drag-and-drop technology, you’ll glide through your analysis – decide which question you want to analyze, what type of analysis you want to perform and in two clicks there’s your chart, ready to be added to the report!

Yes, you can export your report charts/graphs to PowerPoint by clicking on the ‘Exports’ button then selecting the PowerPoint icon in the Report Builder.  

To view scores in reports and analysis, access the Data Analyzer. Select questions from the Question List on the left and drag to the Row Box. There are several Data Options available that have been specially developed with scoring in mind. Select Scoring from the Data List drop down box and drag your data analysis option from the right to the Data Box and then create your table and/or graph.  Once you’ve created your table or graph, by clicking on the Options button, an Options window will be displayed where you can select to display score data Grouped or by Individual.  

The option to create an X-Y (scatter) chart will only appear in the Graph drop down menu if you have data and question types that are appropriate. An X-Y scatter chart can be created if you have a cross-tab to analyze using scale and/or slider type questions.  

Your survey report needs to look spectacular and professional and there’s no room for compromise.

So Eval&GO created a fully inclusive Report Builder. Thanks to the drag-and-drop interface you are in full control of the simple layout management! You can even automatically generate reports in one click – saving you time and hassle!

• Report customization: And you can do a whole lot more than just change chart colors to customize your report – add pages, choose from a vast range of graph types, add text, change font and change around the layout to however you want it.
• Real-time data responses: Reports are constantly updated with response data in real-time. And you can choose how to export or publish your report with no touch-ups required.
• Publish Reports Online: You can publish your dynamic reports online (even protect them with a password if you need to) and they automatically update in real-time as data continues to be collected so that the data you’re showing is always up to date. See our sample report here.

Yes, you can export raw data to Excel by clicking on the Data Export button in the Report Builder.  

Within the Contact Manager module, click on the “Contacts” button > click on the “Paste from Spreadsheet” button on the right hand side.

Open your spreadsheet file > Select all the rows and collumns of your contact list table > Copy the selection (Ctrl+c or right-click > Copy).

Return to the Contact Manager module and Paste (Ctrl+v or right-click > Paste) the selection into the box that appears in the Import Respondent Database pop-up window.

If the selection included a header row then check the “With header row” box > Check the boxes that correspond to the collumns of your contact list table > Confirm by clicking the “Import database” button

Important note: Fields in your CSV file should always be in this order: Title, Last name, First name, Email, Company, followed by up to four additional fields you can define yourself.

If your upload doesn’t work or you’re having problems with the list, make sure that before you import your mailing list your table is clean:

• There should be no separators or strange characters in the cells of the table.
• Each cell in the column should have one email address in it.
• Verify that all emails are in the correct format (someonesid@awebsite.com).
• No “enter” strokes should be made inside the table cells.

Tip: If you are having trouble with errors, open your CSV file in a plain text editor such as Notepad++ or WordPad to check for misplaced seperators and other such mistakes.

Within the Contact Manager module, click on the “Mailing List” button > click on the “Paste from Spreadsheet” button on the right hand side.

Open your spreadsheet file > Select the entire column of emails > Copy the selection (Ctrl+c or right-click > Copy).

Return to the Contact Manager module and Paste (Ctrl+v or right-click > Paste) the selection into the box that appears in the Import Mailing List pop-up window. If the selection included a header row then check the “With header row” box. Confirm by clicking the “Import Mailing List” button

If your upload doesn’t work or you’re having problems with the list, make sure that before you import your mailing list your table is clean:

• There should be no separators or strange characters in the cells of the table.
• Each cell in the column should have one email address in it.
• Verify that all emails are in the correct format (someonesid@awebsite.com).
• No “enter” strokes should be made inside the table cells.

Within the Contact Manager module, click on the “Contact” button > click on the “CSV import” button on the right hand side > Choose a file to upload > if your file has a header row be sure to check the “With header row” box > then select the columns that match your csv file > confirm the upload by clicking “Import database”.

Important note: Fields in your CSV file should always be in this order: Title, Last name, First name, email, company, followed by up to four additional fields you can define yourself.

If your upload doesn’t work or you’re having problems with the list, make sure that before you import your mailing list your table is clean:

• There should be no separators or strange characters in the cells of the table.
• No “enter” strokes should be made inside the table cells.
• If there is a header row, make sure you marked that during the upload.
• Check that all emails are in the correct format (someonesid@awebsite.com).

Tip: If you are having trouble with errors, open your CSV file in a plain text editor such as Notepad++ or WordPad to check for misplaced seperators and other such mistakes.

Yes, you can populate Salesforce with leads and contacts from your survey responses. You’ll need to define your default Salesforce account details under My Account and My Preferences.

Yes, Eval&GO’s Salesforce integration allows you to select contacts directly from Salesforce to create groups in Eval&GO’s Contact Manager.  

Click on Client Manager followed by Mailing List and CSV Import. Select your file for upload and its format (tab or semi colon separated). If your CSV file contains a header row, check the With Header Row box.

Contact Manager is where you manage your database of respondents. You can create and edit Groups, upload and edit mailing lists, edit the profile of individual respondents and integrate your Salesforce account if you have one.  

A mailing list is a list of respondents that contact only their email address. 

A Group is a richer mailing list, containing more fields of data about your respondents such as first name, last name etc. In addition, there are custom fields that you can add to your Group upload (you can add up to four custom fields).  

Absolutely! The next time you log in from a computer, open the Dashboard. There is a Mobile Dashboard category, click on the “Receive the link by email” button, fill in the email to which you’d like the link sent, click “Ok” and voila!”

To open the Dashboard is simple: Hover the mouse over the title of the survey you want to see the stats for and click on the Dashboard link that appears below the title.

The Dashboard is a usefull tool that allows you to get a quick overview of how respondents are interacting with your survey. You can even have a mobile dashboard that allows you to keep up to date with this information on the go!

With the Dashboard you can:

• Visualize your data quickly with graphs and tables
• Visualize responses through time
• Check on survey’s status by checking the percentage and number of completed, incomplete, and pending responses
• See the time spent on each page
• See your drop-out rates page by page

Absolutely, when you click on the Dashboard link your Dashboard appears in a pop-up window, Click on “Times” and you will see the page numbers, the average time spent on each page as well as the total time spent on each page.

Absolutely, when you click on the Dashboard link your Dashboard appears in a pop-up window, Click on “Drop Out” and you will see the page numbers, the number of views of each page as well as the number and percentage of dropouts on each page.

Absolutely, when you click on the Dashboard link your Dashboard appears in a pop-up window, Click on “Respondent Percentages” and you will see the number and percentage of complete, incomplete, and pending survey responses.

Click on the My Surveys tab. Select the survey you’d like to track by clicking on it from the list displayed in List of My Surveys or List of My Team Surveys.

Once selected, click on the ‘Dashboard’ button. Alternately, hover your mouse over the number of respondents until this section turns blue and then click. Your survey Dashboard will appear in both cases in a pop-up window, showing you how many surveys have been completed and pending and how many surveys have been completed on a weekly basis.  

• To access all your invoices at any time, go to your account settings (you will find the link in the upper right-hand corner when you are logged in). Then click on the Invoice tab.
• You can choose to view your invoices/receipts online or download them as PDF files.

• You are completely free to stop your paying subscription at any time! Even if you just want one month. There is no minimum subscription period.
• Your subscription is automatically renewed by default. You can stop your subscription at any time without justification or fees in a single click simply by going into your account settings. Click here to see our FAQ on how to stop your subscription.
• Once you have stopped your subscription, your PRO account will switch automatically to a FREE account at the end of your current subscription period. Your questionnaires and responses will continue to be accessible. You can even continue to collect data up to 250 responses per month.

• All of our FREE accounts begin with a 14-day trial period of our PRO full-option account. For this trial period your account is limited to receiving 100 responses. All questionnaires created during this time-period will therefore be subject to this limit, even after the account has been transformed into a FREE account.
• The answers blocked during the trial period (aka any answers received above 100) will not be unlocked at the end of the trial period. It is possible to unlock the responses that have been blocked by subscribing to our PRO account.
• After the trial period, all new questionnaires you create using your FREE account will be able to take advantage of the 250 responses per month allotted (if you have several questionnaires published at the same time, the 250 responses corresponds to the cumulative number of respondents for all the questionnaires).

• Your account does not end; rather, it is automatically transformed into a FREE account, which is unlimited in time. There’s nothing to do from your end. You’ll still have access to your responses (and respondents can continue to answer). Advanced features will no longer be accessible using the FREE account.
• We will email you before your trial expires. You can choose our full-option PRO account by upgrading your account. Your trial account will thereby become a full features account.
• If you decide not to start paying before the end of your 14-day trial, then your account will be automatically downgraded to a FREE plan. Any modifications made using advanced features up to this point will be locked and you won’t be able to modify them anymore but your information, data, surveys, reports, etc… will remain intact.

Yes, click on the Add  Intro icon visible at the top of each page of your survey next to Page Options and add your text. This is a useful way to communicate specific instructions to respondents about the questions on a specific page. The page intro can include text and images. Note that a page intro is not the same as a survey introduction page.  

Yes!  You can add emoticons to slider, matrix and scale type questions. Combine the emoticons with a numbered scale, text labels, or simply use the emoticons on their own.  

From the My Surveys or Create a Survey menu, click on the Edit button followed by Survey Settings. Check the ‘Display Header’ box, add the header text and click Validate. Note: the ‘Display Header’ box is checked by default.  

From My Surveys, click on Edit followed by Advanced and Quotas. There are 2 types of quota available, Response and Distribution.  

Simply click on the Add to Library  icon next to the question and you’ll be prompted to add the question to one of your library folders, or create a new folder.

When adding or modifying a question, click on Modify and then Rich Text (access this by clicking on the ‘Text(Paragraph)’ icon to the right of the question). When you start to add text, the link icon will appear and you can then insert your web link.  

Yes, you can add images to questions and responses and even to reports

You can add images to most question types. When you edit or add a question, if the image icon is visible, you can add an image by clicking on the icon and uploading your image.

You can also use images in your question responses by clicking on the image icon next to the response field when creating or editing your question and uploading your chosen image file by clicking on the Choose File button.

You can also add images to reports. The question types that support images are single choice, multiple choice, matrix, ranking, distribution and heat map 

Click the Branching button from the Edit menu and then switch to Advanced mode. Click the Setup button and add your conditions. You will see that all questions from the current and previous pages of the survey can be included in your Conditions Group. E.g. if you are on page 2 of your survey and you would like to set up a condition that includes a question from page 1, all questions from page 1 are displayed in the Logic Settings window.   

You can use multimedia content such as video and music into survey questions and responses. Copy the ‘embed’ code that is supplied on sites such as Vimeo and YouTube and paste it into the rich text area of your question.  

Numerous options are available to customize as many aspects of the survey’s design as you would like. Click on the ‘Look & Feel’ button at the top of the page to begin.

In the Themes Library Eval&GO has premade themes for you to use, all of which you can customize completely. You can use the scroll bar to explore the themes and click on the one you want to use. A preview of this theme appears below the scroll bar.

You can also create your own themes, and save them to your library to reuse later.

Here’s how:

• Click on “Create your own theme!” and enter your own theme name, you can even define this theme as your default, then click “OK”.
• Eval&GO has over 200 customizable variables for you to truly personalize your own themes.
• Changing any element can be done in 3 simple steps.
• First, click on “select an object” and choose the element you want to modify.
• Step two: Modify the chosen element by choosing from the different object presented to you.
• And three: Customize the object to your liking. You can change the font, colors, images and even the borders of your theme.
• Save your changes by clicking OK.

Once you’ve customized your theme and saved it to your library, it will be available in the “Custom Themes” tab.

• To access all your invoices at any time, go to your account settings (you will find the link in the upper right-hand corner when you are logged in). Then click on the Invoice tab.
• You can choose to view your invoices/receipts online or download them as PDF files.

Your team’s surveys will be displayed by clicking on the My Surveys button. They are located under the list of ‘My Surveys.’  You can sort the surveys according to creation date, number of times the survey has been published, as well as the number of questions, reports and responses that have been created.  

Yes, to copy a question, simply click on the Copy icon  located at the side of the question. The copy will appear directly below the original question.  

Included in the Page options at the top of your questionnaire’s Workspace there is the ‘Library’ button. Click on this link to access your question library and select the folder and question you require. To add the question, click on the Add to Survey icon next to the question. The question will be added at  the end of the current page.

From  My Surveys, click  Edit  followed by Survey Settings. Click the Advanced settings tab amd check the ‘Show Progress Bar’ box and click Validate. Note: the Show Progress Bar box is checked by default.  

Yes, you can view all your account information such as account start and expiry date, number of emails sent and remaining by clicking on My Account.  A preview of these stats are also visible at the bottom right of the screen when you’re logged in.

If you are using our internal Email module to send out your survey then you should not use the Survey Link in the messages. Instead, to properly collect nominative respondent data it is important NOT to alter the [$-link-$] or [$-url-$] tags. These and other such tags are taken care of automatically by our emailing system they generate encrypted links that allow the system to collect nominative data based on the information you placed into the contact list used to send out the emails.

If you are using your own independent email such as Gmail, Yahoo mail, or others, and you used the Survey Link in these emails, then turning anonymous data into nominative data is possible.

In order to do this you must include form type questions in your survey such as name and email. When editing these questions in the Survey Editor module, you need to check the box “Add the respondent in Contacts” box. This way all respondents who answer these questions, will be added to your contacts in Contact Manager.

Your survey report needs to look spectacular and professional and there’s no room for compromise.

So Eval&GO created a fully inclusive Report Builder. Thanks to the drag-and-drop interface you are in full control of the simple layout management! You can even automatically generate reports in one click – saving you time and hassle!

• Report customization: And you can do a whole lot more than just change chart colors to customize your report – add pages, choose from a vast range of graph types, add text, change font and change around the layout to however you want it.
• Real-time data responses: Reports are constantly updated with response data in real-time. And you can choose how to export or publish your report with no touch-ups required.
• Publish Reports Online: You can publish your dynamic reports online (even protect them with a password if you need to) and they automatically update in real-time as data continues to be collected so that the data you’re showing is always up to date. See our sample report here.

Yes, you can export raw data to Excel by clicking on the Data Export button in the Report Builder.  

Click the Analyze Results tab at the top of the window from the main menu (or click on the title of the survey whose report you would like to see and then click “Results”). Once in the “Analyze Results” tab, click on the Survey you want. You will be invited either to select an existing report or create a report if you have not yet created one. Click on an existing report will take you to the report’s Work Space where you can view, modify, or export it.   

To schedule a follow-up message is simple. From the My Surveys page, scroll the mouse over the title of the survey you want then click on the “Follow-up” link, the follow-up page will appear. From here, click on the “Planning” button. Here you can choose who to send follow-up messages to and schedule when to send them, as well as edit the content and subject of these messages.

Once you’re done programming your follow-up, your messages will be automatically sent out so that you don’t have to worry about it!

To view pending responses you need to access the Follow-Up options: From the “My Surveys” page, scroll the mouse over the survey in question, a “Follow-up” link will appear below the survey title, click on it.

A list of respondents will appear. To view pending responses click on the “Pending” button along the top. A list of pending survey respondents will appear.

To delete an individual respondent you need to access the Follow-Up options: From the “My Surveys” page, scroll the mouse over the survey in question, a “Follow-up” link will appear below the survey title, click on it.

A list of respondents will appear. To delete an individual, check the box associated with that individual, then click on the “Delete respondent(s)” button.

You will be asked to confirm that you want to permanently delete this (or these) respondents. Click “Delete” to confirm.

Note: Respondents once deleted cannot be recovered. The data is lost and will not be included in analysis or reports.

From the “My Surveys” page, scroll the mouse over the survey in question, a “Follow-up” link will appear below the survey title, click on it and it will take you to the follow-up options.

Click on the “Follow-Up/Reminder” button along the top.

Here you can choose to send any of the following type of follow-up messages:

• Individual reminders (Only one person).
• Follow up all uncompleted surveys.
• Only follow up the surveys already started.
• Only follow up the surveys not yet started.
• Send an email to those who completed the survey.

Note: You can edit the content of the messages to suit the type of respondents you are sending the follow-up to, just make sure not to alter the [$-link-$] code or other similar codes if you are sending reminders to take your survey.

From the “My Surveys” page, scroll the mouse over the survey in question, a “Follow-up” link will appear below the survey title, click on it and it will take you to the follow-up options.

To modify individual responses you need to access the Follow-Up options: From the “My Surveys” page, scroll the mouse over the survey in question, a “Follow-up” link will appear below the survey title, click on it.

A list of respondents will appear. To modify an individual’s responses, check the box associated with that individual, then click on the “Modify individual responses” button.

The questions answered by the individual will appear in a pop-up window, simply click on the question you want to modify, modify the answer, and click “OK”.

Only the account Administrator can create new teams or move a User from one team to another. After logging in, click on the ‘Account settings’ link, followed by the ‘Team Management’ button. The Users attached to your account will be displayed. Each User belongs to a Team, which is displayed in a drop down box next to the password field.

The Administrator can organize Users into teams according to their needs – for example, all the Users in the Marketing Department can be grouped together into one team, all users in Human Resources into another team, and so on.

When a User logs in, he/she will only be able to view his own surveys and the surveys created by his team.  

To change a password, go to ‘Account settings’ and then click on the ‘My Preferences’ button. You can enter your new password. You’ll be asked to enter it for a second time to ensure that you didn’t make any errors.

Only the account Administrator can change User Rights. Click on Team Management and the Users will be displayed. To change the rights of your users, check or uncheck the relevant options. You can add or remove rights of users to Create, Edit, See, Publish or Duplicate Surveys. 

You can also add or remove rights to Edit or See Panel, Create, Edit, See or Duplicate Reports in the same way, by checking or unchecking the options. If you’re not the Administrator, the Team Management button will be visible but you’ll see a warning message if you click on it.

Within ‘Team Management’ the Users in your team are displayed. You can add a new User to your team by clicking on the ‘Add a user’ button. You can adjust their right by unchecking the relevant options. You can also allocate them to a Team. Only the account Administrator can add a new user.  

The right to add users to an account or a team is exclusively reserved for annual subscribers and incurs an additional cost of 35 € / additional user / month.

To add a user, click the “Team Management” button in your account settings, then click the “Add a user” button. A window will appear allowing you to select the number of users you want to add to your account from the drop-down menu and then click “Subscribe”. You will be transferred to a secure payment page to complete your transaction.

You’ll have to log in again to create, configure, or modify your additional users and define their rights. This time in the Team Management module when you press the “Add a user” button, you will be prompted to select the users email and attribute them a password as well as check /uncheck the boxes corresponding to the rights you want them to have.

Do not forget to notify your user of the email and password you assigned, they will need to use them when they sign in.

When you log in, go to My Account area in the top right corner of the page and click on the ‘Upgrade Now’ link to access upgrade options. Note that you’ll be transferred to a secured payment page to complete your transaction. You’ll be invited to log back into your account where your new upgrade options will be visible.

When you are upgrading be sure to use the email id that you used to first open your account. DO NOT use any other emails. If you want to change the email associated to your account this can be done in your account settings it should not be done when upgrading or signing in.

You are responsible for remembering your email id and password. We cannot retrieve this information for you. If you have forgotten your password see this FAQ.

On the login page, simply click on the ‘Forgot your password’ link, enter your registered email address and click Send. You’ll receive an initial email inviting you to click a link to confirm that you sent a password reset request.  A second email with a new password will be sent to your registered email address.

If you decide to delete your account, all related data including surveys, responses and reports will be removed from our database and cannot be recovered. If you choose to stop the auto renewal billing option, you will keep your account and the data on it. However, at the end of the current subscription period it will be automatically switched to a FREE plan account.

To compare the account options in Eval & GO, click here.

Yes this is possible in your account settings.

Go to your account settings and click on “Team Management” here you can change the email associated with your account and click “Save” (and if you have team members, the emails associated with each team member).

You are responsible for remembering your email id and password. We cannot retrieve this information for you.

You should NOT change your email by any other means (such as when upgrading or signing in) as this will create a NEW account. See this FAQ.

• Make sure you fill-in the form in the “I already have an account” tab.
• Be sure to log in using your current account username and password.
• Be sure to select whether you want an annual or monthly subscription.
• If you currently have a subscription a pop up will warn you of this and ask you for confirmation that you want to continue and replace the existing subscription with a new one. Just click “Continue”.

When you sign in, from the My Surveys page you’ll see on the left-hand side the Folders manager. To create a new folder simply click on the “add” or “+” button. You’ll be prompted to type in the folder’s name, type it in and click “OK”.

You have 3 options – create a new survey from scratch, use one of the Survey Templates available, or copy an existing survey. 

To create a new survey:

• Start by clicking on New Survey on the menu bar at the top of your screen.
• Enter the title of your new survey at the top.
• You can then choose to start from one of our many templates or you can start from scratch.
• Select your chosen method on the left-hand side of the window by selecting ‘Use Library’, ‘New Survey’, or ‘Copy a Survey’. Note that if this is your first survey you can’t copy an existing survey.
• You can choose a theme for your survey at the bottom of the window. Know that you can fully customize the theme later.
• Then, click on “Create a new survey”.
• This will take you directly to your survey’s workspace, also known as the Question Editor.
• If you have chosen to start from a template then your survey’s Workspace will already have questions in it, ready for you to modify or use as is.
• If you chose to start a brand new survey then this workspace will be empty.
• Simply click on your desired question type (from the left-hand side) and it will be automatically added to your questionnaire.
• Modifying your question could not be simpler, by just clicking on the question and adding the information. You can even edit the text of your question or add an image.
• If you want to add more responses, simply click on “Add an additional choice”. To change the order of answer choices is as simple as a drag-and-drop.
• The option menu is here to let you personalize your questions. Here, you can make the responses appear in random orders, make the question mandatory, add a commentary, and so on… Once you have finished, click on OK and your question is added to your questionnaire and automatically saved.
• You can easily add a new page by clicking on the blue “Add New Page” button.
• You can also duplicate, or delete questions in one click. If there is a question that you use frequently, you can add the question to your personal library, for use in other surveys.
• Click on the ‘Organize’ tab to organize the layout of your survey. You can change the order of your questions, move them from page to page and even move pages around.
• By clicking on the Survey settings button, you’ll find all the options relating to the overall creation of your survey. You can edit your titles, insert your brand’s logo, add introduction createand thank you pages and other advanced functions.
• Finally, to preview your survey and see it as your respondents will receive it, click on the “View” button.

Creating a survey with Eval&GO is easy!

After logging into your account, a list of your surveys will be visible under ‘List of My Surveys’ (in the ‘My Surveys’ tab). Information displayed includes the survey name and creation date, the number of times the survey has been published as well as the number of questions, reports and responses. You can sort by each of these elements.

Your Team Surveys will also be displayed under the List of My Surveys.

If this is the first time you have logged in, you won’t have any surveys displayed and you’ll be invited to create your first survey.  

Click on the My Surveys button and the ‘List of My Surveys’ will be displayed. Click on the search icon which is on the top right corner of the list. Type in a keyword or title and your list should limit itself only to those surveys which match these. Alternately, you can organize your surveys by date, name, or answers in order to find your survey more quickly. Note: If you have many a large number of surveys it might be a good idea to create folders and organize the surveys into these folders. You can create and edit folders on the left-hand side of the Survey list.  

Your team’s surveys will be displayed by clicking on the My Surveys button. They are located under the list of ‘My Surveys.’  You can sort the surveys according to creation date, number of times the survey has been published, as well as the number of questions, reports and responses that have been created.  

Click on the My Surveys tab. Hover the mouse over the survey you’d like to copy from the list displayed in ‘List of My Surveys’ or List of ‘My Team Surveys’.

Then, click on ‘Actions’ followed by ‘Copy’, insert the name of your new survey and click on OK. Your copy is now saved and will be displayed in the List of My Surveys. Note: your administrator may have limited your rights to copy a survey. 

See also ‘How do I copy an existing report?’ 

From the My Surveys page, select the title of the survey you want to edit. You can either click on the title directly, or click the “Edit” link below it. This will take you to Survey Editor where you can modify your survey to your liking. You can add questions, group questions, change the order of questions, change the look and feel of the survey, add logic and branching options, and more… 

Note: if you are a sub-user your administrator may have limited your rights to modify a survey. 

Yes, From the My Surveys page, scroll the mouse over the title of the survey you’d like to copy, then click on the “Actions” link followed by the “Copy” link. Type in the name of the copy, check whether you want to copy the respondents as well or not and click “Ok”. If the survey has reports associated with it, you’ll be prompted to copy the report(s) in addition to the survey.

From the My Surveys page, scroll the mouse over the title of the survey you’d like to delete, then click on the “Actions” link followed by the “Delete” link. You will be asked to confirm that you want to permanently delete the survey by clicking on the red “Delete” button.

From the My Surveys page, scroll the mouse over the title of the survey you’d like to add to a folder, then click on the “Actions” link followed by the “Merge” link.

A pop-up window will appear in which you can select which of the two surveys is to be the “Primary Questionnaire” and which is the one “To Be Merged”. The respondents and questions from the survey being merged will be added to the Primary questionnaire thereupon the “to be merged” survey will be deleted and thus respondents lost.

Remember to copy the surveys being merged beforehand in order to save the information.

From My Surveys, click Publish and from the Publishing Options menu (on the right hand side of the screen) check the ‘Password Access’ box and enter the password. The password will automatically be entered into the emails sent to your respondents, if you check the ‘Insert Password in e-mail’ box.   

Click Publish from My Surveys. There are several ways to embed a survey into a web page including JavaScript, iFrame, a pop-up, a lightbox, a feedback pop-up, as well as Facebook and Twitter. Simply copy and paste the code displayed into the web page. 

Click on E-mail from the Publish menu. You can publish your survey by sending an email to an individual, a pre-defined group or a mailing list. Check your chosen option and choose your respondents.

You can now add the text that will be included in your invitation email. You can also modify the subject field of the survey and the name that appears in the ‘From’ field that your email recipients will see in their mailbox. It is important not to change any of the merge tags such as [$-link-$] or [$-surveyName-$] as this will prevent you from collecting certain nominative data.

Always remember to preview your email before sending it to your list of respondents to make sure it is as you want it.

Select the survey you’d like to publish from the List of My Surveys or List of My Team Surveys. Click on the Publish button to display the publishing options. You can also click on the publish link when you hover over the title of your survey on the My Surveys page.

There are several ways to publish a survey: using the survey’s link, our internal emailing system, or embeding it online (on a site, Facebook, Twitter…). Choose the method that best suits your needs. For any questions you may have about publishing your survey, search more FAQs on the subject.

Simply refresh the page and the Options window will reappear.

Within the Publishing module, in the Publishing options window (appears on the right) > change the status of the survey by clicking on the word “Open” > you’ll be prompted to confirm that you want to close the survey, click “Close this survey” > Click “Save” in the Options window.

Alternately, you can close a survey from the My Surveys page by clicking on the small green circle to the right of the survey’s title. The circle will turn red representing that the survey is closed.

It is easy to collect anonymous responses with our Publishing tool by using the Survey Link.

There are several ways to use the survey link:

• Copying the Survey Link: click on the Survey Link tab > Copy the link that appears and paste it to anywhere you see fit. Respondents will then be able to click on this link to take your survey.
• Embedding the Survey: click on the Embed tab > Choose the method of embedding your survey which suits you and follow the guidelines. By embedding the code into a website, the survey will be displayed on the webpage. You can also choose to publish the survey on Facebook or Twitter.
• Using the QR Code: click on the QR Code tab > save the image to your computer and add it to any promotional materials to be scanned by respondents with their smartphones.

The easiest way to get nominative responses is to use the internal Email module to send out your survey.

Important note: If you are using our internal Email module to send out your survey then you should not use the Survey Link in the messages. Instead, to properly collect nominative respondent data it is important NOT to alter the [$-link-$] or [$-url-$] tags. These and other such tags are taken care of automatically by our emailing system they generate encrypted links that allow the system to collect nominative data based on the information you placed into the contact list used to send out the emails.

If you are using your own independent email such as Gmail, Yahoo mail, or others, and you used the Survey Link in these emails, then turning anonymous data into nominative data is also possible.

In order to do this you must include form type questions in your survey such as name and email. When editing these questions in the Survey Editor module, you need to check the box “Add the respondent in Contacts” box. This way all respondents who answer these questions, will be added to your contacts in Contact Manager.

If you are using our internal Email module to send out your survey then you should not use the Survey Link in the messages. Instead, to properly collect nominative respondent data it is important NOT to alter the [$-link-$] or [$-url-$] tags. These and other such tags are taken care of automatically by our emailing system they generate encrypted links that allow the system to collect nominative data based on the information you placed into the contact list used to send out the emails.

If you are using your own independent email such as Gmail, Yahoo mail, or others, and you used the Survey Link in these emails, then turning anonymous data into nominative data is possible.

In order to do this you must include form type questions in your survey such as name and email. When editing these questions in the Survey Editor module, you need to check the box “Add the respondent in Contacts” box. This way all respondents who answer these questions, will be added to your contacts in Contact Manager.

Within the Publish module, click on the Survey Link tab > Copy the link that appears and paste it to anywhere you see fit.

Respondents will then be able to click on this link to take your survey.

Note: DO NOT use the survey link to track identifying information. Data collected using the survey’s link is anonymous. To gather nominative data use the Email tab within the Publish module.