Transcription

User Manual

This manual will guide you through creating and managing your account, designing a survey, collectingresponses, and analyzing results. You’ll also find direct links throughout that lead directly to Help Centerarticles for more information.Happy surveying!

ContentsGetting Started . 6Plans & Pricing . 6Signing Up . 7Creating a Free BASIC Account . 7Creating a Professional Account . 7Payment Options . 7Design . 8Creating a Survey . 9Creating a new survey . 9Copying an existing survey . 9Using an expert survey template . 9Adding Questions to Your Survey . 10Survey Design Tips & Additional Resources . 10Question Types: Close-Ended . 11Question Types: Open-Ended. 11Adding Text or Images . 11Additional Answer Option Settings . 12Requiring an Answer to a Question . 12Add “Other” or a Comment Field . 12Randomize, Flip, or Sort Choices . 12Setting an Answer Choice Range or Limit . 13Requiring a Fixed Sum. 13Allowing Only One Response per Column (Forced Ranking). 13Question Size & Placement . 14Managing & Rearranging Survey Questions . 14Editing a Question . 14Editing a Question on a Live Survey . 14Moving a Question . 14Copying a Question. 15Deleting a Question. 15Restoring Deleted Questions . 15Survey Themes . 16

Adding a Logo . 17Editing the Survey Title . 18Adding, Managing and Rearranging Survey Pages . 18Adding a New Page . 18Editing Page Information . 18Splitting a Page . 19Moving a Page . 19Copying a Page . 19Deleting a Page . 19Survey Options . 20Page & Question Numbering . 20Progress Bar Settings . 20Survey/Page Titles . 20Survey Language . 20Required Question Highlight . 20Navigation Buttons . 21Display a “Powered by SurveyMonkey” Footer? . 21Add Custom Variables . 21Quotas . 22Printing a Survey . 23Using the Question Bank Library . 24Skip Logic . 25Advanced Logic Options . 26Random Assignment . 26Question and Answer Piping . 26Previewing the Survey Design . 26Collect . 27Collectors: An Introduction . 28What is a Collector? . 28Using Multiple Collectors. 28Viewing Responses . 28Collector Types . 28Web Link . 28Website . 29Share on Facebook . 29

Buy a Targeted Audience . 29Email . 29Collector Settings . 30Allow Multiple Responses . 30Allow Responses to be Edited . 30Display a Thank You Page . 30Display Survey Results . 30Survey Completion . 30Display a Disqualification Page . 30SSL Encryption . 31Save IP Addresses . 31Collector Restrictions . 31Set a Cutoff Date & Time . 31Set a Max Response Count . 31Enable Password Protection . 31Enable IP Blocking . 31Closing a Collector . 31Adding Reward Incentives . 32Testing the Survey . 32Analyze . 33Question Summaries . 34Charts . 34Chart Display Options . 34Exporting Charts . 34Chart Types (Visual Examples). 35Vertical Bar . 35Horizontal Bar . 35Stacked Horizontal Bar . 35Stacked Vertical Bar . 36Area Graph . 36Line Graph . 36Pie Chart . 37Donut Chart . 37Text Analysis . 38Viewing Individual Responses . 38

Editing or Deleting Individual Responses . 38Using Rules to Analyze Your Data . 39Filter Rules . 39Compare Rules . 39Show Rules . 40Views . 40Current View . 40Original View . 40Saved Views . 40Exporting Results . 41Summary Data . 41All Responses Data. 41Exporting Data with Rules Applied . 42Viewing Previous Exports . 42Data Trends. 42Managing Your Surveys & Account Details . 43Account Summary . 44Billing Details . 44Upgrading . 44Auto-renewal . 44Viewing Invoices . 45Editing Payment Information . 45The My Surveys Page . 45Organizing Surveys into Folders . 45Transferring a Survey to Another Account . 46Deleting a Survey . 46Clearing Survey Responses . 46

6SurveyMonkey User ManualGetting StartedPlans & PricingAt SurveyMonkey, we offer four plans. The right plan for you depends on which features you areinterested in using to enhance your respondents’ survey experience, as well as your own analysiscapabilities. Plans & PricingBASIC (free) Create, distribute, and analyze an unlimited number of surveys 10 questions per survey 100 responses per survey 3 collectors per survey 1 analyze ruleSELECTThe SELECT plan is available on a monthly or annual billing cycle. The SELECT plan includes all BASICfeatures plus: Unlimited questions per survey Unlimited responseso NOTE: The SELECT Monthly plan has a limit of 1,000 responses per month across theaccount, with each additional response incurring an overage fee. Learn more: BillableResponses Custom survey themes Custom URLs SSL Encryption Exports Unlimited Analyze RulesGOLDAvailable on an annual basis only, the GOLD plan includes all SELECT features, plus: Question & Answer Piping Random Assignment Question Randomization and Page Randomization SPSS Integration Text Analysis Custom Redirect Upon Survey CompletionPLATINUMAvailable on an annual basis only, the PLATINUM plan includes all GOLD features, plus: Phone support White-label domains (www.research.net rather than www.surveymonkey.com)

7SurveyMonkey User ManualSigning UpCreating a Free BASIC AccountClick the Sign Up FREE button on the SurveyMonkey homepage to create a BASIC account. Create ausername and password, and enter a contact email for the account.Test out the BASIC features within your free account. Click the yellow Upgrade button to upgrade to theSELECT, GOLD, or PLATINUM plan to access professional features.Creating a Professional AccountClick the Pro Sign Up button on the SurveyMonkey homepage to access the Plans & Pricing page. Clickthe Sign Up button below the desired plan and complete the checkout process.Payment OptionsWe offer several payment options for professional plans. The SELECT Monthly plan requires that you payby credit card, however all annual plans offer the choice between paying by credit card or invoicing.You can pay invoices by credit card, check, or wire transfer. Your plan will be activated once payment isreceived. You can enter a purchase order number during checkout, but with our automated billing system,the purchase order alone does not fully pay the invoice and activate the plan. Payment must be receivedbefore all invoices are stamped as paid. We don’t offer pro-rated refunds on plans. If you anticipate needing the account for a short amount oftime, purchase a SELECT monthly plan. We don’t offer what some consider a license, because SurveyMonkey is a web-based application.Everything is done within a registered account online and all surveys and data are hosted on oursite/server.

8SurveyMonkey User ManualDesignFirst thing’s first: you need to create a survey to send to your respondents! You can create a new surveyfrom scratch, use an expert template, or even have us build your survey for you through our SurveyProgramming Services (at extra cost).In this section: Creating a surveyUsing our available question typesCustomizing the look & feel of your designLogic optionsConfiguring survey options and more!

9SurveyMonkey User ManualCreating a SurveyTo create a survey:1. Click the Create Survey button in the upper right hand corner of the page.2. Choose from the following options:a. Create a new surveyb. Copy an existing surveyc. Use an expert survey template3. You’ll immediately be brought to the Edit Survey page, where you can add questions, or makeedits to existing questions.Creating a new surveyChoose Create a new survey to design a survey from scratch. Enter a survey title, and select theCategory into which the survey best fits. Click Continue to move on to adding questions to your design.Copying an existing surveyChoose Copy an existing survey to duplicate an existing survey. Choose the survey title from the dropdown menu, enter a new title and nickname, and click Continue to move on to the Design section tomake any necessary changes. Title vs. Nickname: The survey title is the title that shows to respondents. The nickname will onlyshow to you on the My Surveys page. Nicknames are useful for personal organizational purposes. Note that copying an existing survey will only copy the survey design. Collectors, collector settings,responses, or custom themes do not copy over.Using an expert survey templateChoose Use an expert survey template to use a certified template. Use any template as-is, or modify itto fit your specific needs. Some templates are available on the free BASIC plan, but only professionalplans have access to our full library of over 50 templates.We offer templates for several categories, including Human Resources, Non-Profit, Customer Feedback,Healthcare, and Education. All templates are comprised of methodologically certified questions from ourQuestion Bank—a fantastic resource that contains hundreds of pre-written questions created by our veryown survey methodologists.

10SurveyMonkey User ManualAdding Questions to Your SurveyTo add a question:1) On the Edit Survey page, click the Add Question button toward the middle of the page.2) Type the survey question into the Question Text textbox. Optional: To insert a pre-formatted question, select a certified Question Bank question ora question that you used in another survey from the autocomplete menu.3) From the Question Type drop-down menu, choose the question type you’d like to create.4) The settings available in the Answer Options section will differ depending on the question typeyou choose. Fill in the answer choices and preferred settings.5) Click Save & Close to save the question and return to the Edit Survey page. Click Save & AddNext Question to save the question and move on to create a new question.Survey Design Tips & Additional Resources View a live survey presentation of each of our available question types.Our Smart Survey Guide contains detailed information on writing effective survey questions.Watch a video tutorial about our available question typesWhen designing a survey, think ahead to how you want to analyze the data. The question typesyou place in your design will determine how the results display in the Analyze section. Always testyour survey before sending it to respondents to see how the results output will look before you gatherreal responses. View our question builder demo for detailed visual samples of each question type.

11SurveyMonkey User ManualQuestion Types: Close-EndedClose-ended questions limit respondents to choosing from a list of pre-defined answer choices. However,you can add an “Other” comment box to most close-ended questions to allow respondents to offeradditional comments.Available close-ended question types: Multiple Choice (Only One Answer Allowed)Multiple Choice (Multiple Answers Allowed)Rating ScaleRankingMatrix of Choices (Only One Answer Per Row)Matrix of Choices (Multiple Answers Per Row)Matrix of Drop-down MenusQuestion Types: Open-EndedOpen-ended questions give respondents the flexibility to enter their own responses to your question,without being limited to a pre-defined set of choices.Available open-ended question types: Single TextboxMultiple TextboxesComment/Essay BoxNumerical TextboxesDemographic (U.S. or International)Date and/or TimeAdding Text or ImagesAdd additional text or images into the survey design using Descriptive Text and Image question types.These “question types” do not require answers—they exist only to display additional content.Descriptive Text Add additional text to the survey design (4000-character limit). If you are using SurveyMonkey forresearch purposes, this question type is useful for creating a consent form at the beginning ofyour survey. Descriptive Text is rather versatile. With a professional plan, you can enable HTML to format text,embed videos, insert hyperlinks to additional information, and more.Image Add a JPG, PNG or GIF image into the survey. (150K limit per image). If you need to add multipleimages to your survey design, create multiple Image question types.

12SurveyMonkey User ManualAdditional Answer Option SettingsWhen creating a question, configure the Answer Options settings to further control how the questionfunctions.Requiring an Answer to a QuestionYou can make any question required so that respondents must enter an answer to proceed through thesurvey.To require an answer to a question:1. Under Answer Options, tick the check box Require an answer to this question2. Edit the error message, or use the default error message provided.Add “Other” or a Comment FieldOn most close-ended question types (with the exception of the Ranking question), you can add a text boxfield so respondents can offer additional comments.To add a field for additional comments:Under Answer Options, tick the check box Add “Other” or a comment field.Modify the Field Label (this will be the text box label that respondents see).Configure the Field Size to define how large or small the text box will appear.If preferred, set up text Validation so that respondents must enter their comment as text of aspecific length, as a whole number, as a decimal number, in date form, or as an email address.Edit the error message to reflect the validation so that it is clear to respondents if they answer inthe incorrect format.5. To make this comment box an answer choice, tick the check box Make this an answer choice.1.2.3.4. If you label this field “Other”, we suggest selecting Make this an answer choice, because therespondent will likely use this text box if the other answer choices do not apply to them. If you labelthis field “Additional Comments”, the text box may not need to be an answer choice, since it wouldexist to allow respondents to offer additional information that builds upon their answer choice.Randomize, Flip, or Sort ChoicesYou can choose to randomize or flip answer choices or rows for each respondent that accesses thesurvey to alleviate order bias. Or, you can sort your answer choices alphabetically.To activate this feature on any close-ended question:1. Under Answer Options, tick the check box Sort, randomize or flip choices/rows.2. Choose between:a. Randomize answer choices for each respondentb. Flip answer choices for each respondentc. Sort answer choices alphabetically3. Choose Do not randomize the last option if you would like to exclude the final answer choice(for example, “Other” or “None of the above”) from the randomization.

13SurveyMonkey User ManualSetting an Answer Choice Range or LimitFor required questions that allow multiple answers, you can set a range or limit on how many choices orrows for which the respondent must enter a response. You can set an answer range or limit on thefollowing question types: Multiple Choice (Multiple AnswersAllowed)RankingRating ScaleMatrix of Choices (Only One AnswerPer Row) Matrix of Choices (Multiple Answers PerRow)Matrix of Drop-down MenusMultiple TextboxesNumerical TextboxesDate and/or TimeTo set a range or limit on the number of answer choices or rows a respondent must select:1. Under Answer Options, tick the check box Require an answer to this question.2. Next to

View a live survey presentation of each of our available question types. Our Smart Survey Guide contains detailed information on writing effective survey questions. Watch a video tutorial about our available question types When designing a survey, think ahead to how you want to analyze the data. The question typesFile Size: 989KBPage Count: 47Explore further3 ways to share survey results that will work for anyone .www.surveymonkey.comSurveyMonkey User Manual - Cambridge Collegemycc.cambridgecollege.eduHow to create a survey online in 10 easy steps SurveyMonkeywww.surveymonkey.comHow to Create an Effective Survey (Updated 2022) - Qualtricswww.qualtrics.comSurveyMonkey - Creating, Testing, and Sending a . - YouTubewww.youtube.comRecommended to you b