Surveymonkey 2009 Users Manual

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SURVEYMONKEY

USER MANUAL

1/30/2009

Customer Guide for Account Navigation, Survey

Creation, Survey Distribution, & Data Analysis

Copyright ©1999-2009 SurveyMonkey.com. All Rights Reserved. No portion of this guide

may be copied without the express written consent of SurveyMonkey.com.

SurveyMonkey User Manual

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Table of Contents & Summary

I. Getting Started …..…………………………………………………………….. pg. 3

1. Creating accounts and upgrading pg. 3

2. Pricing and payment options pg. 4

3. Features of Basic and Professional accounts pg. 5

II. Survey Design ……………………………………………………………………. pg. 7

A. A new survey pg. 7

4. Where to begin pg. 7

5. How to add questions and pages pg. 8

6. Types of questions available and Features pg. 9

a) Types of questions pg. 9

b) Features pg. 9

i. Adding a comment field

ii. Required to answer

iii. Text validation

iv. Change of question size and placement

7. Copying a survey pg. 14

8. Editing the survey theme pg. 15

9. Survey Options pg. 16

i. Page and question numbering

ii. Add logo to survey

iii. Progress bar settings

iv. Survey page/titles

v. Navigation button

10. Skip Logic pg. 20

B. Edit an existing survey pg. 23

11. Copy or move a page/question pg. 23

12. Add a page or insert a page break pg. 24

13. Delete a page/questions pg. 24

14. Restore deleted questions pg. 26

15. Edit a question with responses collected pg. 27

C. Print a survey or responses pg. 29

III. Collecting Responses ………………………………………………………… pg. 31

A. Collectors ……………………….……………………………………………………… pg. 31

B. Collector Settings and Restrictions ………………………………………………………… pg. 34

i. Collector Settings

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ii. Collector Restrictions

C. Sending out the link ………………………………….…………………………………………… pg. 42

1. Send through own email client pg. 42

- Adding manual entries pg. 45

2. Post on your website pg. 42

3. Post a popup invitation pg. 49

4. Send through SurveyMonkey Email pg. 51

i. Upload emails to a list

ii. Compose a message

iii. Send a reminder email

iv. Add new invitees to list and send message

v. Send a 2nd message to the same survey/Use custom criteria

vi. Track the emails by status – responses, no response, opt outs

vii. Export emails from the collector – including opt out & bounced emails

viii. Edit email addresses in an existing list

IV. Analyzing & Exporting Data ………………………………………………. pg. 70

1. Browse respondents to edit or delete pg. 71

- Response Type pg. 72

2. Creating filters pg. 75

i. Filter by response pg. 76

ii. Filter by properties or collectors pg. 78

iii. Managing multiple or saved filters pg. 79

3. Cross Tabs pg. 80

4. Exporting pg. 85

5. Sharing Survey Responses pg. 87

6. Custom Reports & Sharing Data pg 89

V. My Account ………………………..………………………………………………. pg. 91

1. Share an account pg. 91

2. Change emails on account pg. 92

3. Change time zone on account pg. 92

4. Change the account subscription or credit card pg. 93

5. Transfer a survey to another account pg. 95

6. Creating folders and moving surveys pg. 96

7. The Address Book pg. 97

8. Tracking the identity of respondents pg. 99

9. SSL encryption pg. 101

10. Cancel an account pg. 102

11. Security pg. 103

12. Troubleshooting pg. 104

VI. Conclusion ………………………..………………………………………………. pg. 105

SurveyMonkey User Manual

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I. GETTING STARTED

Welcome to SurveyMonkey! This user‟s manual guides you through all areas of

SurveyMonkey. It takes you from start to finish covering topics such as creating and

upgrading accounts, designing surveys, collecting responses, analyzing data, and

managing accounts. The manual directly links you to our FAQs and Tutorials. Simply

click on the hyperlinks (indicated in blue underlines) to go directly to our Help Center

topics for additional information.

1. Creating Accounts and Upgrading

Create a Basic, or free, account to being using the online survey system. We don‟t

offer what some consider a “license” since you do not purchase software. Everything

is accomplished by logging into your registered account! What we do offer are Basic

or Professional subscriptions to use the tool. Professional subscriptions provide

access to the premium features.

Step 1:

To begin using SurveyMonkey, activate your account by clicking on the Join Now for

Free button located on the homepage:

Step 2:

You are prompted to pick a unique

username and password to create a Basic

account:

To upgrade from the Basic to the

Professional subscription, click

the Upgrade button located on

the homepage. This option is also

located on the top portion of any

page in the account.

As a Professional subscriber, you

will have access to the premium

features once we receive

payment.

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2. Pricing and Payment Options

SurveyMonkey offers the following packages for the Professional subscription (Prices

are in USD):

Monthly: $19.95 (month to month) x 1000 free responses every monthly billing

cycle. Responses over the 1000 are charged $.05 every cycle.

Quarterly: $59.85 (covers 3 months) x 1000 free responses every monthly

billing cycle. Responses over the 1000 are charged $.05 every cycle.

Annually: $200 (covers 12 months) x unlimited survey responses at no

additional charge.

Please note: We do not offer pro-rated refunds on subscriptions. If you anticipate needing the

subscription for a short amount of time, purchase either a monthly or quarterly subscription.

Included Features:

Monthly

Quarterly

Annually

Unlimited # of Surveys

Unlimited Questions

Unlimited Free Responses

Response Overages:

Monthly Billing Cycle

$.05 per

response

$.05 per

response

Monthly and quarterly subscriptions allow 1000 free responses within the monthly

billing cycle. You can collect as many responses as you want; however, any response

over that 1000 for the month will receive a charge of $.05. The response count is set

back to “0” at the beginning of the next month‟s billing cycle.

We accept credit card payment for all subscription terms (Visa, Master Card,

Diner's Club, American Express, and Discover).

We do accept purchase order, check, and wire transfer payments for Quarterly

and Annual subscriptions only.

o Payment is required before activating the account. Complete the

registration process by clicking on the Upgrade button on our homepage.

Then select check. Once you complete the process, the billing email is

sent an invoice for payment.

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SSL Encryption:

If you are concerned about extra security, we offer SSL encryption for the survey link,

survey pages, and exports during transmission. A survey with SSL encryption shows

the 's' in the 'http' URL address. It appears as:

https://www.surveymonkey.com

This is commonly used for online banking or sites that transmit secured information.

In order to stay in compliance with HIPAA regulations, we recommend that SSL

encryption be purchased for your account.

The cost is an additional $9.95 per month or $100 with the yearly subscription.

3. Features of Basic and Professional Accounts

a. Basic Account

The Basic subscription is completely free, and it allows you to create as many surveys

as you would like! You are never forced to upgrade, and we do not delete your

surveys or data if you do not upgrade by a certain time. Keep a Basic account for as

long as you would like.

You have the ability to share one login and password for multi-user access. Simply

have the person(s) you are sharing the account with use the one login and password.

We do not assign multiple logins on individual accounts.

Please keep in mind that you are sharing full administrative privileges with other

users. We do not provide the ability for different access levels on the account.

Features of a Basic subscription:

Up to 10 questions per survey

100 responses per survey

15 types of questions

Collect responses via weblink

Collect responses via email

View live results as they are recorded

Supports any language, including Unicode

Survey completion progress bar

Automatic numbering for pages/questions

15 pre-built survey themes

Validate/required survey responses

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Randomize/sort answer choices

Accessible and 508 compliant and certified surveys

Limit of 3 Collectors per survey

b. Professional Account

Professional subscribers have access to a wealth of advanced features. In addition to

the Basic features of SurveyMonkey, Professional subscribers have unlimited access to

all of the features described below:

No Limits - You can create surveys with an unlimited number of questions,

spanning an unlimited number of pages. Unlike other services, you are not charged

extra for long surveys.

Create Surveys from Templates - Not experienced with survey design? Need a

creative spark? We have over 50 survey templates in a variety of categories. Use one

of our professionally designed templates to jumpstart your survey design.

Create Skip Logic (Conditional Logic) - You can customize the path a respondent

takes through your survey by adding skip logic. This eliminates unnecessary confusion

by skipping non-applicable questions. It is a proven way to reduce "drop-outs" and

overall frustration.

Add a Logo - Branding your survey gives your survey a professional feel. You can

use any logo up to 50K in size at the top of every page in your survey.

Create Custom Themes - Every element of your survey can be customized: fonts,

sizes, and colors. After creating your own custom theme, you can apply it to all your

future surveys.

Generate Popup Invitations - To increase response rates, you can create a

custom popup invitation for your own website. Simply cut and paste the code into

any webpage to start generating invitations. To minimize annoyance to your visitors,

invitations will only popup once.

Custom Redirect - Once your survey is complete, respondents will be redirected

to the page of your choice. By default, completed surveys are redirected to the

SurveyMonkey homepage.

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Filter Results - A powerful feature that helps you find patterns in your results.

Ask questions such as: "Show me only those respondents who answered choice X in

question Y." Any question in your survey (even open-ended) can be filtered. The

entire results section will reflect your filter choices.

Cross Tab Results - Cross tabulated data is useful for showing a side by side

comparison of how respondents answered two or more survey questions. This is a

comparison of two items within one survey, such as product usage and demographics,

to determine how they are interrelated.

Share Results - Let others view your results without giving them access to your

account. You can control which results are visible, and how the results may be used.

Download Results - All the data can be downloaded to your local computer for

further analysis. Take your summary results into Excel to create graphs. Save the

detail results to your hard drive for safekeeping. You are in complete control.

Create PDF - You have the ability create a printable PDF version of your survey.

You can also print off a PDF version of the survey results.

Custom Reports - You can create custom reports to include only the questions in

which you're interested. Export them or share them with others for easier data

management and/or analysis.

II. SURVEY DESIGN

A. New Survey

4. Where to Begin?

When you are ready to create a survey, click on the Create Survey tab located on the

page header of the SurveyMonkey account. Choose if you want to create a survey

from scratch, from a survey template, or from an existing survey in the account.

Name the survey and you are

ready to go! For additional

information in creating

surveys, click here to view

the online tutorials.

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a. After creating the title, the

Edit Survey page immediately

opens.

b. Click on the Add Question

Here button to insert your first

question.

c. If you want to add pages,

simply click the Add Page Here

button where you want to

insert the page.

5. How to Add Questions and Pages

Once you begin designing a survey and every time you add or create a new question, a

window opens within the survey designer. Choose the question type from the

dropdown menu.

1. Type the question into the

provided textbox.

2. Type the answer choices into the

provided textbox (each must be on

its own line).

3. Choose to add any of the

additional features (e.g.

randomize choices, set to required

answer, etc).

4. Click the Save Changes button

when you are finished.

Note: Any time you exit that survey editor to navigate through the account

and when you need to re-enter back into the Edit Survey mode, click on the

Design icon located to the right of the survey title on the My Surveys page.

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6. Available Question Types and Features

a. Question Types

To add a question to your survey, a dropdown menu is presented after clicking the

Add Question button. Choose which type you want to add. You can also view the

question examples on our homepage under the types of questions link. The following

tutorial also highlights some examples: Formatting Questions

If you need additional information

on survey design, please refer to

the Smart Survey Design guide

located in the Help Center of your

account.

This guide provides tips on

designing effective surveys.

Or if you want us to design the

survey for you, click here to learn

more.

b. Features

When adding questions to the survey, you have the ability to add individual features

to them. Both Professional and Basic accounts provide access to these features,

which allow greater control of the survey response collection:

Adding a comment field

Required to answer option

Text validation

Change of question size and placement

i. Add a Comment Box: Multiple Choice vs. Rating/Matrix

Multiple Choice Types: When creating the Multiple Choice type questions

(One Answer or Multiple Answers), you can choose to include a comment field as

an answer choice or to keep it as a separate comment field. In the question

design, you can:

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 Modify the Field Label.

 Configure the Comment Box Size. This enables you to change the size of the

comment box based on a „characters wide‟ parameter.

 Set up the Text Validation by the following criteria: text of a specific length,

whole number, decimal number, date format (UK/US), or email address.

 Customize the error message if a respondent fails to answer the comment box.

Matrix/Rating Types: When creating a matrix or rating question, you will see

the option to Add Comment Field. From here you can change the following:

 Modify the Field Label.

 Configure the Comment Box Size. Here you can change the size of the

comment box based on a „characters wide‟ parameter.

 Set up the Text Validation by the following criteria: text of a specific length,

whole number, decimal number, date format (UK/US), or email address.

 Customize the error message if a respondent fails to answer the comment box.

Require a Comment: You can create a Yes/No type question where if “Yes” is

selected a comment is required. To learn more, please click here.

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ii. Require to Answer

You can force respondents to answer the questions using the Require Answer to

Question feature.

1. Place a tick mark next to the Require Answer to Question option.

2. Customize the "failure to answer" message in the provided section. Click the

Save Changes button. An asterisk will appear next to these questions.

Additional Information: Setting a Limit of How Many

There is a feature that allows multiple choice questions to limit "how many" choices a

respondent can answer.

When creating a Multiple Choice, Matrix/Rating, or Open-Ended (Multiple Answers

Allowed) type question, set the Require Answer feature to where the respondent must

answer according to any of the following options:

♦ All

♦ At least

♦ At most

♦ Exactly

♦ Range

If a limit is applied, edit the error message so it corresponds to how the feature

has been configured. Then respondents will know what is expected of the

answer.

EXAMPLE: If you have a list of 10 items and you restrict the limit to "exactly" "3"

answer choices can be selected, we recommend editing the error message to be

something like:

"You have picked more than the allotted answer choice limit. Please restrict your

response to 3 choices."

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iii. Text Validation

When creating Single and Multiple Textbox questions, you can “validate” how the

responses are to be entered by the respondents (e.g. whole numbers, decimal

numbers, date format, etc). You will see the Validate Text option in the list of

features available under the question editor prompt.

Please Note: The Numerical textbox does not have the validation feature since it

only allows whole numbers (negative numbers not allowed). The validation features

can be added to the following question types:

1. Single Textbox

2. Multiple Textbox

3. Multiple Choice (One or Multiple Answers Allowed)

4. All Matrix types

5. Rating

Essentially, this validation feature is available anytime you enable the Add

Comment Field option to a Multiple Choice, Matrix, or Rating questions.

The Text Validation is located in the question editor inside the design mode. When

you click the dropdown menu, the following validation parameters are available for

the open ended comment boxes:

don't validate comment text

must be a specific length

must be a whole number

must be a decimal number

must be a date (MM/DD/YYYY)

or (DD/MM/YYYY)

must be an email address

iv. Change Question Size and Placement

When clicking on the Edit button associated with a question in the Design mode, you

will notice the Question Type & Format option on the Question Editor page.

Depending on the type of question, you can set a percent or fixed/pixel question

width, column width, or comment/input box size. Click on the Change Question Size

& Placement option to perform any of the following:

Overall Question Width: If you want the question to cover less or more space

on the webpage, then edit the Percent or Pixel width. This will either spread

or condense the space it covers.

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Column Width: You can control the amount of space reserved for the label

and the answer choices.

o EXAMPLE: This is helpful if you have large amounts of text for the

answer rows of a Matrix question. If the column headers consist of less

text, then you can allot more space for the "label" section. Then the

rows of choices will not appear so condensed.

Question Placement: If you want questions to appear side by side, then

choose to have a current question placed next to the previous one. To have

the questions located underneath one another, then leave the default of Start

question on new row.

Question Margin: To allot more spacing between questions or create

indentation through spacing, then this setting is helpful. Sometimes a question

may appear too close to the logo header. Type in a pixel number like "5" or "20"

in the Top Margin setting. This provides space above that question.

Edit Comment Box Size:

You have the ability to edit the size of the comment box for the Open Ended

questions. Click on the Change Question Size & Placement option located within

that question builder.

 With the Comment Box or Essay Box type, you can create a text box based on

the number of lines and the number of characters wide (e.g. 5 lines/20

characters wide or 10 lines/70 characters wide).

 With the Single Line Input Box, you can set the input box according

to character widths (e.g. 30 characters up to 100 characters).

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7. Copy a Survey

The ability to create a copy of any survey is available to all subscribers. This is done

under the Create Survey tab.

Please note: If the survey has any responses, the responses will not be copied.

 Only the survey design itself is copied. No collectors or their settings are

copied from the original survey.

 Create a new collector and select a saved custom theme in the Theme

Dropdown menu on the copied version or edit a new one.

To perform this function, please do the following:

Step 1: Click on the Create Survey tab.

Step 2: Choose the Copy from Existing Survey option. Select the name of the survey

to copy in the provided dropdown menu.

Click the Create Survey button when you have named it.

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8. Editing a Theme

As a Professional subscriber, you can edit an existing theme or add a new one by

modifying an existing theme template. While in the design, these options are visible

in the Edit Survey mode.

If you want to brand the survey to fit your organization's needs, do the following:

a. The color picker allows you to enter in your own hex code for specialized

colors.

b. Add elements like Bold, Underline, or Italics to the text in the title, page titles

& descriptions, question headings & choices, exit link, and error text message.

[Click here for more information in using HTML in the survey design itself.]

c. Add a logo to the survey header.

d. Add images into the body design.

e. Create a redirect or survey completion option to your company‟s URL.

Edit or create a new theme for a survey the following way:

Step 1: Click the Design icon next to the survey title to access the Edit Survey mode.

Step 2: Click on the New or Edit Theme button.

Step 3: On the Design page, select the theme you wish to modify from the dropdown

menu. Click the New button next to the selected one. This takes you into the

Theme Editor. You may customize the fonts, colors, and sizes of many elements of

the survey and rename the custom theme.

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To access different elements, select specific properties from the menu. Edit these

properties to customize a new theme or brand the design to your company. Click the

Save Changes button when you are finished:

Survey Font & Background

Survey Title

Page Title

Page Description

Question Heading

Question Choices/Rows

Progress Bar

Exit Link

Required Asterisk

Error Text

9. Survey Options

The survey options are located within the Design section of the survey. These options

allow you to place more features on the survey like page numbers, logo, progress bar,

etc. The following are available under the Survey Options button:

Page and question numbering

Add logo to survey

Progress bar settings

Survey page/titles

Navigation button

i. Page & Question Numbering

You can edit the page and question numbering of a survey. Choose between the

following options:

Page numbering

Question numbering

Or both options

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If you choose the “Page Numbering”, you have the option of numbering each page of

questions separately or numbering the questions sequentially over the entire survey.

Please note: To have your own numbering system, then uncheck the 'Use

Question Numbering' option under this section. Then manually type in the

question number preceding the text for the question in the „question‟ text box

configuration. Click here for an example.

Step 1: Click on the Design icon next to the survey title on the My Surveys page.

Step 2: Click on the Survey Options.

Step 3: Access the Page and Question Numbering section. Then click the Save

Changes button when you are finished creating the options on the page.

ii. Add Logo

As a Professional subscriber, you can add your own organization's logo into the survey

design. Logos up to 50K in size can be added into the top left hand corner of every

page of the survey. The logo must be in a .GIF or .JPG format.

To add a logo, please follow these steps:

Step 1: Click the Design icon next to the survey title on the My Surveys page:

Step 2: Select the Survey Options button and scroll to the Add Logo to Survey

section:

Step 3: Access the Add Logo section. Click the "Browse..." button and locate the logo

file on your computer. Click the Save Logo button and the image will appear in the

Custom Logo section for a preview. Click the Save Logo button again to finalize.

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 To delete the logo, click the

Delete Logo button.

 To re-size the logo, edit the

size and resolution of it in

your own image editing

program. Then reinsert it

into the design.

iii. Progress Bar

Both Basic and Professional subscribers can add a progress bar to any survey.

Professional subscribers may customize the look of a progress bar under the Theme

Editor. Within the theme‟s property menu, edit the width, text size, border width,

border color, background, text color, or bar color. Rename the theme and save it

when you are finished.

Here are the basic steps for adding a progress bar to any survey:

Step 1: Click on the Design icon next to the survey title on the My Surveys page.

Step 2: Click on the Survey Options button located on the left side of the survey

design page.

Step 3: Access the Progress Bar section and select where you want the bar to appear

(top or bottom of page). Click the Save button when you are finished.

iv. Survey Pages and Title

You have the ability to hide the survey or page titles when a respondent takes the

survey. In order to hide them, follow these steps:

Step 1: Click on the Design icon next to the survey title on the My Surveys page.

Step 2: Click the Survey Options button located on the left side of the page.

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Step 3: Scroll down to the section that says Survey/Pages Titles and uncheck the

option to Show Survey Title in Actual Survey. Now the title will be hidden to the

respondents.

Click the Save Changes button when you are finished.

v. Navigation Titles

In order for respondents to move through the survey, Navigation buttons are used.

You can customize the wording on these buttons under the Design icon on your My

Surveys page. Simply type in the word(s) you would like to use for the navigation text.

Here is how to change them:

Step 1: Click on the Design icon next to the survey title on the My Surveys page.

Step 2: Click on the Survey Options button located on the left hand side of the

survey design page.

Step 3: Access the Navigation Buttons section and type in whatever words you would

like to use as the navigation links. Click the Save button when you are finished.

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10. Skip Logic

The goal of Skip Logic is to collect data on specific survey participants. This is

accomplished by directing respondents through the survey based on responses to

previous questions. This allows you to route respondents to a page of follow-up

questions intended only for them.

Skip logic happens when a respondent clicks the button at the bottom of

a page. By default and when a respondent clicks Next, the following page loads. With

this in place, you can force respondents to jump over pages.

Only the Multiple Choice questions (One Answer and Multiple Choice Answer)

allow logic to be added. The Add Logic button appears next to only those question

types.

The Seven Skip Logic Principles:

1. How Logic is Triggered:

Skip logic is triggered when a respondent clicks the Next >> button on the bottom of

a page. Therefore, when using question skip logic, it must jump respondents to a

page of follow-up questions.

Jumping respondents to questions on the same page is not possible.

In addition, it is not possible to have a question(s) immediately pop up based

on the previous answer choice.

2. One to One Relationship:

Logic is a one to one relationship. If you choose the Multiple Choice (multiple

answers) type, apply different routes on more than one answer choice and allow

respondents to select multiple answers, it will not skip correctly. The logic will only

trigger according to the first answer choice selected. Be sure to also place the

question with skip logic as the last one on the page.

You cannot have multiple questions with skip logic on the same page.

3. Forward Pattern:

Due to the functionality, we recommend creating the logic question on a page by

itself or as the last question on a page. Logic should only skip respondents forward in

the survey. Moving backwards may just create a loop and overwrite pages.

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To see how to remove the Previous button from the design, please click here. This

allows respondents to only move forward in the survey.

4. What is Page vs. Question Skip Logic:

Page and Question skip logic each serve a different purpose. Do not use Question and

Page logic on the same page.

PAGE Logic does NOT require a specific answer and will jump automatically to

the designated page no matter what is answered on the page.

QUESTION Logic advances respondents to a page or series of follow-up

questions based on the answer to a particular question. (Question logic

overrides the page skip logic if both are set on a page.)

5. When to Use Question Skip Logic:

If you want to create a scenario where respondents are asked follow-up questions

based on their responses to a particular question, then you want to place skip logic on

a question.

Have this question as the last question on a survey page.

Then place the follow-up question(s) on a new page that immediately

following.

Configure the logic rule so that the respondents who do not choose that

answer will skip over the page of follow-up questions.

6. When to Use Page Skip Logic:

If you have more than one group of follow-up questions and only want some

respondents to answer one group, then create separate pages - one for each group of

questions.

This time, if respondents get sent to page 2 of follow-up questions because of

the way they answered the question on page 1, then you do not want them to

continue to page 3 of follow-up questions. (The questions on page 3 are not

intended for this route.)

This is where you would want to place logic on the page. You could set up page

logic on page 2 that directs respondents to page 4 when the Next button is

clicked. This jumps these respondents over page 3.

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7. Route All Respondents to Same End Page:

All respondents must end on the same page. You must route all respondents to the

same last page of your survey where they will all click the same Done button.

Please note: If you have added a Thank You page to the "collector" this will not be

the "end" page to where you jump respondents. The end page will be the actual last

page of the survey design. Therefore, you may need to create one generic final page

to the survey design. Then as the respondent clicks the Done button on that generic

end page, the Thank You page will open as the last step.

Example Logic: To view an example of how to set up skip logic, click here.

Logic Tutorial: For more information on skip logic, visit our Tutorials section or

click here.

Analyze Section Presentation of Logic Patterns & Data:

When using Skip Logic to route respondents to different "surveys" within one design,

the tool combines all responses in the Analyze section. You may need to create a

filter to then look at the responses associated for a specific "survey" or logic route.

To read more about Filters, click here.

You can also create a custom report to make only specific pages of questions

following that route path visible. Click here to learn more on creating custom

reports.

EXAMPLE: If you have one initial question asking respondents which survey (or in this

example, which language survey they want), then you can create a Filter by

Response.

Pick that language question in the filter query and then pick the answer choice

of English.

When that filter is toggled on and active, you will only see the respondents

who picked the English survey. Export the data with that filtered applied.

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B. Editing an Existing Survey

Once you have created a survey, you can come back at any time to edit it even after

it has started collecting responses. The following section covers the editing

capabilities once your survey has been created or distributed.

11. Copy or Move a Question

After you have designed a survey or during the design process, there is the ability to

copy or move pages and questions within it. While in the Edit Survey mode, you will

notice the Move or Copy buttons associated with each question or page.

If you want to Copy a question/page:

Select the Copy button associated with the question/page.

Then the Paste Question Here button will appear above and below each

question. Just click on the one where you want to paste that question.

Repeat the same process to move a question or page.

Step 1: Select the Move button

associated with the question/page

you want to move.

Step 2: Then choose the Move

Question Here located in the

survey design to where you want to

move that question.

Step 3: The Move Question Here

button is located above or below an

existing question. Now you can

move the question into that

location.

(Follow the same principle to

move a page. The Move Page Here

button is located above each page.)

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12. Add a Page or Insert Page Break

You can add a page into your survey by

clicking on the Add Page button

directly above or below an

existing question.

To do this, please use the following

steps:

Step 1: Click on the Design icon next to

the survey title on the My Surveys

page.

Step 2: Click on the Add Page Here or

Split Page Here button, depending on

where you want to create a new page.

13. Delete a Page and Questions

If you no longer need a page in the design, you can delete it from the Editor. When

deleting, there is an option to delete all questions currently on that page or move

them to a different one.

Please note: If you delete a question, then any responses collected on that

question will be deleted!

Step 1: Access the Edit Survey option by clicking on the Design icon for the survey.

Step 2: Here you see the survey design and you can select the page from the

dropdown.

The Delete button is located at the top of the page.

Step 3: Click on the Delete button for that page and a prompt will open asking you if

you want to do the following:

1. Delete all questions on the page.

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2. Move all questions to the page above.

3. Move all questions to the page below.

(Click the Yes, Delete Page when you are finished)

Part 1 of 2: Click on the Delete button

Part 2 of 2: Choose your option and click "Yes, Delete Page."

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14. Restore Deleted Questions

You have the ability to restore a question that has been deleted from the survey

Design mode. The Restore feature allows you to re-insert a deleted question back

into the survey. To restore a deleted question, please follow these four steps:

Step 1: Click on the Design icon next to the survey title on the My Surveys page:

Step 2: Click the Restore Questions button on the left side of the page.

Step 3: The prompt opens showing any deleted question over the past 14 days. Click

the Restore button next to the one to add back into the survey.

Step 4: This shows the survey design again on the Edit page. The Restore Question

Here button will appear next to any available place in which to restore the question.

Simply click that button where you want the deleted question to be inserted.

Please note: After 14

days of the deletion, you

will not be able to restore

the question.

Any responses collected

on that question may also

be purged from the

survey.

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15. Edit a Survey with Responses Collected

Once a survey has started collecting responses, there are limited editing capabilities.

You cannot fully edit a question that has received responses. Make sure to close the

current collector(s) while editing. If respondents are taking the survey, they will be

brought back to the current page.

Editing the survey design does not change the survey link!

There is no need to resend a new link. The changes are effective immediately.

When you click on the Edit button associated with a question on the Edit Survey

page, the following prompt opens if responses have been collected:

This question has responses. Editing is limited for some options. In order to

fully edit the question, you must clear your existing survey responses.

What can I add or edit?

 Add new questions/Edit existing question text

 Delete current questions (This will delete responses!)

 Move questions/pages (Do not move pages/questions with logic applied.)

 Add/Edit/Hide answer choices

 Sort answer choices (alphabetically or randomly)

 Edit/Add column labels to Matrix or Rating questions

 Add/Remove some features: e.g. Required to Answer, Comment Box. (The tick

box for that option will be grayed if responses are collected.)

Add an Answer Choice:

To add an answer choice, click the Add Choices button under the current choices.

 The Add Choices button

provides a textbox to manually type in

a new choice.

 A dropdown menu appears.

Pick where in the list you want the

answer to appear. Or choose the Edit

Choices button to edit a current one.

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Delete an Answer Choice:

To delete an answer choice, you will notice the "hidden" checkbox option in a

dropdown menu next to each answer or row choice when clicking the Edit Choices

button.

First, select the specific answer choice

from the dropdown menu.

Second, click on the hidden checkbox to

make it a non-available answer choice or

row.

Click the Update Choice button when you

are finished.

Edit/Add Column Labels:

If you forgot to add column heading labels into a Matrix or Rating type question,

simply scroll down to the "Label" textbox prompts and type in the correct column

labels. Click the Save button when you are finished.

Important! You Cannot Change Question Types When Data Has Been

Collected. To do so, you will need to do the following:

Export the data to maintain the current responses for that question.

Delete the specific question from the design. Then, recreate the question.

o Once you have recreated the question, manually re-enter the

responses using the exported file's data.

o Click here to read more about editing an individual survey response.

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C. Print Survey Design or Data

There are a couple of print options for Professional subscribers. One PDF option is

available for the survey design and the other is available for the summary results.

i. Print Survey Design:

1. Click the Print Survey button

from the Edit Survey page.

2. Select the Print Style from

the drop-down and select if

you want the survey title and

page numbers displayed.

Choose the orientation and

paper size.

3. Click Download Printable

Survey.

The survey prints individual pages by default. Select "Print Without Page

Breaks" to produce an overall survey print. The PDF is a 'snap-shot' of the

survey design. You will not be able to see dropdown menu options in the PDF

version of the survey. Click here for Printing & Troubleshooting.

Which Print Style should I select?

The PDF option of Optimized For Printing will be in black and white.

The PDF of the Current Theme will appear exactly as your survey is

excluding the logo.

Which Orientation should I select?

If you have many wide matrix question types in your survey, select the

Landscape orientation form the Orientation drop-down menu. The Landscape

orientation will print the survey horizontally across the page.

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Paper Size Options:

Letter 10.63 x 13.75 in

Legal 10.63 x 17.50 in

A4 210mm x 297mm

Tips:

Logos in the logo header bar do not print. But images in the survey design body

will print on the PDF.

Dropdown menu choices do not print. Avoid using dropdown menu answer choices

if you need to print a PDF of the survey.

Skip Logic patterns will need to be explained if using a hard copy. If a person is to

move to a certain section, include the skip information within the online survey

design in the question text, next to the answer choice, or in the Page Description.

i. Print PDF of Summary Results:

Step 1: The PDF option is located on the

Response Summary page under the Analyze

icon.

Step 2: Click on the Download Responses

button located on the left hand side of the

Response Summary page.

Step 3: Select the Summary Report and choose

the PDF format. Select your print style,

orientation, and paper size. Finalize the print

setup by clicking on the Request Download

button.

Note: Open Ended Comments Do Not Print on the PDF

If you would like to print open ended comments, refer to the following topic: Print

Comments or print/export individual surveys.

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III. COLLECTING RESPONSES

Once you have finished designing the survey, you are ready to send it to an audience.

Since the survey is an online format, respondents will need to access it via a link or

URL. The following section contains the information on where to get these links

through the use of collectors.

Click here to view the collector tutorials!

A. What is a Collector?

A collector enables you to collect survey responses. After designing the survey, you

are ready to distribute it via a link in an email message or post it on your webpage.

There are several options to choose from when determining which collector to use.

Consider the method of delivery and if you want to identify respondents or keep them

anonymous:

 To post a link on your website or email the link using your own email client,

use the Web Link Collector. This collects anonymous responses.

 To email a unique link to each of your recipients and track the status and

identity, use the Email Invitation Collector.

 To have a survey invitation or survey open when people visit your website, use

the PopUp Collector.

Once you are ready to distribute the survey, these collector types are located under

the Collect icon:

Each survey will have a Collectors Page that lists each collector

created for it.

There are no limits to the number of collectors for Professional

subscribers. However, the Basic subscription is limited to 3 collectors

per survey.

Individual surveys can have one collector or multiple collectors running at the same

time. Collectors each have their own unique settings and work independently of one

another to enable greater collection control and survey analysis. If you do create

more than one collector for a specific survey, you may need to make the settings and

restrictions congruent on each one (e.g. if they all need the same redirect or jump to

webpage, thank you page, max response, etc).

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Examples of How to Use or Create Collectors:

The benefit of the collector is that it enables you to create a survey where different

audiences need to be reached. Collectors‟ responses come back into the original

survey‟s Analyze section and are combined together into one results summary.

Here are three examples of how to create and use collectors effectively.

Example 1: Tracked vs. Anonymous

Perhaps you want to have “tracked” vs. “anonymous” responses, or you have

additional responses to enter manually from a paper version.

1.) Let's say for that you want to survey one group of participants anonymously.

Name one Web Link collector as Anonymous.

Choose the setting to Create link for an email message or to place on a

webpage under the Collector Summary.

Create the collector settings and restrictions.

A link is generated under the Get Survey Link button for you to copy and paste

into your own email provider or website.

Save the Collector and email the link to your audience or post on your

webpage.

2.) Now, you may want to survey another group and be able to track their identities

for the same survey.

Create a 2nd collector and choose the option to Upload your email list and

have us send a survey invitation. You can name it Email List.

Select your settings and restrictions and save them.

Import/create your email distribution list.

Customize the message.

Schedule the delivery for SurveyMonkey to send out the invitation message with

the survey link.

3.) Maybe you have a paper or hard copy survey that you now would like to

incorporate into the rest of the responses.

Click the Collect icon next to the survey on the My Surveys page.

Click the Add New Collector button.

Choose the Create a link to send in an email message or to place on a

webpage.

Name the Collector Data Entry and click Next Step.

Select the Manual Data Entry button on the left side of the screen.

Select the Add New Response button.

Once the new response is added, you can also go back in and Edit or

Delete a manually entered response.

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As a Professional subscriber, the Filter feature enables you to filter the survey by

Collector. If you want to only see the anonymous surveys then you could filter by the

"Anonymous" collector.

Example 2 & 3: Specific Groups

Ex. 2: If you are an educator and need to survey “Student Responses”, “Teacher

Responses”, and “Administrator Responses”, then you can essentially create a

collector for each individual audience. Here you could potentially create three

different collectors (or however many groups) to send out to each specific group:

Student Collector

Teacher Collector

Administrator Collector

You can apply filters later to specifically look at one specific collector‟s responses in

the Analyze section (e.g. look for the student responses only).

Ex. 3: Your organization has offices worldwide and you want to survey each office

separately but still have all the data combined in one results summary. Here you

could create the following three (or however many offices you have) collectors:

Hong Kong Office

San Francisco Office

London Office

Now you can create the settings and restrictions for each “office” collector and send

them out accordingly. Once you are in the analysis phases, you will still have all the

data in one combined report. Apply filters by collector to look at each office‟s

responses individually.

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B. Collector Settings and Restrictions

The options for collectors are configured individually when each collector is created.

 If you need to create, edit, or change the options associated with the survey,

access them any time under the survey collector‟s Settings & Restrictions.

 If you need to access a previously created collector to make these option

changes, click the Collect icon on the My Surveys page next to the specific

survey. The list of current collectors will open for that specific survey.

To access the Change Settings button, click on the collector's title from the

summary page. This opens the collector details. The Change Settings & Change

Restrictions buttons are located on the left hand side of the summary page:

Step 1: Click on the Collect icon next to the survey title on the My Surveys page.

Step 2: Select the collector for which you would like to change the survey options by

clicking on the actual collector title.

Step 3: The summary page opens and from here you can click either the Change

Settings or Restrictions button located on the left side of the page.

Step 4: Click on the Save Settings when you are finished editing the options for that

specific collector.

What exactly are the options available under the Settings and Restrictions? The

following section provides information on what you can configure for each collector.

i. Collector Settings:

The Collector Settings allow you to determine the “settings” for the survey link. This

section houses many of the options that you can place on a collector like a Thank You

page, a redirect URL, or allowing responses to be edited by survey participants, etc.

The Collector Settings options are as follows:

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Setting 1: Allow Multiple Responses?

Setting 2: Allow Responses to be Edited?

Setting 3: Display a Thank You page?

Setting 4: Survey Completion

Setting 5: Save IP or Email Address

Setting 1: Allow Multiple Responses or Not/Editing of Survey Responses:

The first setting on the Collector Settings page provides the option of "Allowing

Multiple Responses?" for the survey.

The selection you make here will determine the rest of the options or settings

for your survey.

Scenario A. Allow Multiple Responses? NO

 Selecting: No - Allow only one response per computer

 Allow Responses to be Edited? Choose from the following:

o No

o Yes (Option 1)

o Yes (Option 2)

What do the Yes/No settings mean if you allow editing or not?

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I. No: Respondents can only progress forward. No one can move back to previous

pages to edit a response. The Previous button will be removed from the bottom of

the page.

II. Yes: (Option 1) Respondents can edit or go back to a previous page while taking

the survey or until it is finished.

Please note: This gives respondents the option of going back and editing or

updating existing responses until the survey is finished. Once the Done button is

clicked the respondent will not be able to re-enter the survey.

III. Yes: (Option 2) Respondents can come back at any time to edit or finish an

incomplete survey.

Clicking the link opens the survey and permits editing even after the Done button

has been clicked or the browser window has been closed. This link MUST be accessed

on the same computer from which the cookies have not been cleared.

If you want respondents to be able to come back at any time after clicking the

Next or Done button, then you will need to use this second Yes option.

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Scenario B. Allow Multiple Responses? YES

 Selecting: Yes - Allow multiple responses per computer

 Allow Responses to be Edited? Choose from the following:

o No

o Yes (Only 1 option available)

When allowing multiple responses, the survey should be finished in ONE

sitting. No one can come back to edit or finish an incomplete survey.

No: Respondents cannot go back into previous pages to edit.

Once the Next or Done link is clicked, respondents will not be able to go

backward in the survey to make edits. The Previous button will not be visible

on any pages to move back in the survey.

Yes: Selecting “Yes, respondents can go back to previous pages in the survey and

update existing responses until the survey is finished or until they have exited the

survey."

Please note: After the survey is

finished or exited early, the

respondent will not be able to re-

enter the survey.

[This means when the Done or

Submit button is clicked, the Exit

Early link is clicked, or if the browser

window is closed before the survey is

finished, a blank survey will open

each time the link is clicked again on

the same computer.]

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You will need to select "Yes" using the

multiple responses setting if

respondents will be using the same

computer to take the survey. For

example, in a computer lab setting

you'll need to allow multiple responses

per computer and you may want to set

the survey completion setting to “loop

to the start” of a survey.

Setting 2: Add a Thank You Page?

To add a Thank You page to your survey, select Yes under display a "Thank You" page

option. From here you can then customize the message.

Select “No” if you do not want a Thank You Page displayed upon survey completion.

Setting 3: Add a Redirect Page upon Survey Completion?

The Survey Completion section is used to change the page respondents are directed

to upon completion or exit of the survey, or if you want the survey window to simply

close or loop back to the beginning of the survey.

By Default, respondents are directed to our website. The URL in this field

may be changed to any website you would like by deleting the text in the box

and adding a URL of your choice. You must be a Professional subscriber to

change this behavior.

Or you may select to have the survey window close after the Done button has

been clicked by selecting the Close Window option.

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Setting 4: Why would I Save the IP or Email Address in my Results?

Saving the IP address in your results allows you to track the survey by IP address.

If you select No, then the tracking information will not be collected. Your

results will be completely anonymous.

If you select Yes, the tracking information will be stored in your results.

You can decide at a later date to select “No” and the results will then be

anonymous. However, if you first choose No, it will not be possible to recover the IP

or Tracking information. It will also not record a custom value number if you have

customized the Web Link.

How to Save your Collector Settings:

Click the Save Settings button to save your settings. You will then see the saved

settings message for confirmation.

Your collector settings have been saved.

To return to the "Collector Summary" page, click the << Back to Summary button.

ii. Collector Restrictions:

The Collector Restrictions allow you to determine the limits for the survey link. The

following explains each restriction found under the Change Restrictions button and

what it limits:

Restriction 1: Set a Cutoff Date and Time

Restriction 2: Set a Maximum Response Count

Restriction 3: Include Password Protection

Restriction 4: Set IP Blocking?

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Restriction 1: Set a Cutoff Date and Time

The Cutoff Date and Time setting allows you to stop response collection on a specific

date and time. Click Set a Cutoff Date & Time to open the Date and Time dialogue

box. Then from here you can configure those parameters.

Once the cutoff date has been met, respondents who access the link will see the

closed survey message instead of being directed to the first page of the survey. In

addition, the collector will display as closed (the brown box icon will be closed) on

the Collectors page for the survey in your account.

Restriction 2: Set a Maximum Response Count

The maximum response count sets the maximum number of responses this collector

will accept. Click Set a Maximum Response Count to open the response count

dialogue box and set a maximum response count number.

Once the set number of maximum responses has been met, respondents who

access the collector link will see the closed survey message instead of being

directed to the survey. In addition, the collector will display as closed (the brown

box icon will be closed) on the Collectors page for your survey in your account.

Restriction 3: Set a Password for Your Collector

The password protection for collectors is a feature that allows you to create a unique

password configuration per collector. To configure a password, click Enable

Password Protection to open the password dialogue box and set the password,

labels, and message.

1. First enter the password for your collector in the Password field.

2. If you would like, you may edit the Password Label. The password label will be

displayed to prompt the respondent to enter a password when the survey link is

opened.

3. The Submit Button Label allows you to format the button respondents will

click to submit the password entry.

4. You may edit the “Password Required Message” and the “Password Failed

message” by changing the text in these boxes.

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Restriction 4: Enable IP Blocking

The IP address blocking allows you to allow or deny access for specific IP addresses.

To enable IP Blocking or access, select Enable IP Blocking to open the IP Blocking

configuration dialog box.

1. Select the access you wish to set from the Select Access drop-down list.

2. Allow IP List only or Block IP List.

3. Enter each IP Address on a separate line in the IP List Field.

 When you select Allow IP List, only the IP addresses you list will be permitted

to take the survey.

 Selecting Block IP List provides the option for you to block specific IP addresses

from accessing your survey. (Partial IP addresses will work.)

How to Save your Restriction Settings:

To save your restriction settings, click the Save Restrictions button.

The saved restrictions message will then confirm that your restrictions for this

collector have been saved.

Your collector restrictions have been saved.

To return to the "Collector Summary" page, click the <<Back to Summary button.

From the "Collector Summary" page, you may collect the link to administer your

survey.

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C. Options to Send the Link

SurveyMonkey provides three options for sending the survey to your audience.

All three options are listed under the Collect icon on the My Surveys page for each

survey. To get started, select the Collect icon and then choose how you want to send

the link. As discussed earlier, remember that the type of collector you create will

determine what kind of link is created and how it is to be administered:

Collect Icon

From here, choose between the following three options:

The Web Link Collector

The Email Invitation Collector

The Popup Window Collector

The following sections provide information on each of the three types of collectors. It

explains what they do and walks you through how to create each one.

1. Create Link for Your Email Client or Post on a Webpage:

If you would like to send a link through your own email client like Outlook or Hotmail,

then this option provides the link that you copy and paste into the outgoing message

delivered through your email client.

Click here to visit the online tutorial for sending a link through your own

email.

Review the following steps to see how to administer a survey using this method:

Step 1: Click the Collect icon to the right of the survey title.

1. Choose the 1st option of Create link for email message or for a webpage.

2. Name this collector.

3. Move to the collector summary page by clicking the Next Step button (see

image on page 43):

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This option does provide anonymous responses to your survey. If you want to

track respondents using this method, click here for additional information.

Step 2: The summary page opens to show the survey link and/or code. Click the

settings and restrictions button on the left hand side of the page to determine if you

want to:

Allow only one response or multiple responses

Allow the survey to be edited or not

Add a thank you page

Set a Survey Completion Option

Add a cutoff date and time or maximum response count

Add a password

Enable IP blocking

Save the settings and restrictions. (These buttons are located on the left hand side of

the collector‟s summary page):

Step 3: In order to get the link to paste into your email, click on the Get Survey Link

button located on the left hand side of the summary page (see image on page 44):

(If you create an Email Invitation collector instead, you will see different buttons.

You will not see the Get Survey Link as this is only active in this collector type.)

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This produces two options for sending the link:

1. Sending Survey Link in an Email:

This is a link that you copy and paste into the outgoing message delivered through

your own email client.

Part 1: Highlight the link and copy it.

Part 2: Paste the link into the body message of your email client.

2. Placing Survey Link on a Webpage:

Or you can copy and paste the HTML code into the back end of your own website.

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Please use this script of code generated by our tool. You or your webmaster

can then add this into your webpage.

If you add additional coding or use a web design program that may alter this

code, please check that this exact format is maintained. If not, the survey link

will not work properly.

Additional Information: Adding Data or Manual Entries to a Survey:

The Web Link collector is an easy way to add hard copy responses of your survey!

If you need to manually add responses to a survey, there are several ways to do this.

Perhaps you need to add some responses collected from a paper version of the survey

using this anonymous web link collector, or you need to add a response to an email

uploaded into the Email Invitation collector list.

The following scenarios enable data entry:

Access a collector that was used to collect anonymous responses.

Create a new Data Entry Collector.

Or add a response for a specific email address in the Edit Recipient section of

the Email Invitation collector.

i. Adding Through a Web Link Collector:

There are a couple of ways to add manual entries using a Web Link collector.

A. Creating a Data Entry Collector:

This option is best for those doing data entry that will not have access to your

SurveyMonkey account, or if you want to simply use a survey link to access the survey.

Follow these steps to create the parameters to create a data entry link.

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This will give those data entry people direct access to the survey only for

manual entries without logging into your account. These data entry people

will copy and paste the link you provide to them into a web browser's address

bar. Every time the Done button is clicked on the survey, it will immediately

loop to a new, blank survey for a new entry.

Step 1: Click the Collect icon next to the survey title and click the Add New

Collector button. Name this collector Data Entry. Click the Next Step button to

progress.

Step 2: The collector's summary page opens. Click the Change Settings button

located on the left side of the page and set the following parameters:

Yes, allow multiple responses per

computer - Recommended for

kiosks or computer labs.

No, once a page is submitted,

respondents cannot go back and

change responses. (You can allow

edits to the responses while they

are inputting one. However, it

must be finished in one sitting.)

Then scroll down to the Survey Completion section and choose the Loop to Start

option. Every time the Done button is selected the survey will immediately go back

to page 1.

Step 3: In order to get the link to use for the data entry, click the Get Survey Link

button located on the left hand side of the collector's summary page.

Simply copy the link under "sending survey in an email" and provide that link to data

entry people or use the link by copying and pasting into a web browser's address bar.

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B. Adding Data Entry within the SurveyMonkey Account.

You can add a manual response directly to a previous Web Link collector. (This is

good if you need to enter a handful of responses and you are the account holder):

Step 1: Click the Collect icon for that survey to open the collector page. Then click

on the title of the Web Link collector.

Step 2: The summary page opens. Select the Manual Data Entry button on the left

side of the page:

Step 3: Click the Add New Response button on the upper right hand side of the page:

Step 4: Once the new response is added, you will see the date start/modified times

and if it is finished. Whenever you access the Manual Data Entry button for that

Collector, you will see that information on the Manual Data Entry page.

From here you can also go back in and Edit or Delete a manually entered response.

Click the Add New Response button again to enter in a new entry:

ii. Adding a Response for an Email Address in the Edit Recipient Mode:

This option enables you to enter a response for an email address in the Edit Recipient

section on behalf of the survey participant. If you have already sent out the email

invitations, then a respondent can have you manually input his/her response.

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Step 1: Click on the Collect icon next to the survey on the My Surveys page.

Step 2: Select the collector that houses the email list. Then click on the Edit

Recipients button on the left side of the screen.

Step 3: Click on the email address in the list that you would like to manually add a

response (as shown in the image below step 5).

Step 4: This will open a prompt window, and you will select the Add Response

button.

Step 5: Scroll through the survey and fill it out on the participant's behalf.

Click on the Add Response button as shown here.

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2. Post the Link as a Popup Invitation on your Website:

Professional subscribers can create collectors that will generate popup surveys or

popup invitations on their own personal sites. This does involve copying a snippet of

code into the back end of your web page.

Please note: The popup uses a cookie to prevent the window from appearing

if a user has already answered or declined a survey.

Step 1: Under My Surveys click on the Collect icon, then click on the Add New

Collector button.

Step 2: Select to create a Popup Collector and name it. Then click the Next Step

button.

Step 3: The Popup Configuration page opens and you will create this collector's

settings and restrictions. The Change Settings and Change Restrictions button are

located on the left hand side of the page:

 Choose to create either an Invitation Popup or a Survey Popup.

 Click on the Save Popup Configuration button and the code will be generated

for you to paste into the back end of your webpage.

 If you need to change the pop up or re-collect the code later, you will access

the Change Popup or Get Popup Code buttons on the left side of the page (see

image on p. 50):

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Part 1 of 2: Select type of popup and configure message.

Part 2 of 2: Example of code that is generated:

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4. Send Link Through SurveyMonkey Email :

The Email Invitation collector enables you to create an email distribution

list, customize the invitation message, schedule the delivery, and manage/track your

survey respondents.

For additional information, click here to visit the online tutorial for using

SurveyMonkey’s email!

Five steps to create an Email Invitation Collector:

Step 1: Click the Collect icon on the My Surveys page next to the survey:

1. Choose the 2nd option of Upload your email list and have us send a survey

invitation option.

2. Name the collector.

3. Click the Next Step button:

Step 2: The Message Manager page opens. You will see the settings and restrictions

buttons located on the left side of the page. The settings and restrictions determine

if you want to allow the survey to be edited or not, if you want add a thank you page,

if you want add a cutoff date and time or maximum response count, and so on.

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Please note: When sending the link through SurveyMonkey's mail, it only

allows ONE response per link. No one can forward their link to others to

collect a new response or submit multiple responses. However, they can

forward the link to have another person answer a different part of the survey.

Step 3: The Edit Recipients and Edit Messages buttons are also located on the left

side of this summary page. For a new list and message, click the Add Emails to List

button to import the distribution list. Or create a new list first in your Address Book

and pull those emails into this collector list.

Step 4: Select the Edit Message button located on the left side of the screen to

customize the message.

To view the tutorial on composing a message, click here. In addition, this

topic provides tips for creating successful messages and avoiding SPAM language.

Step 5: Click on the Create New Message button and configure the following:

1. Who should receive the email?

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2. Customize the message, enter the Reply address, and click the Save and

Preview button. (If you have already created a message in the past, then you

can copy the body of a previous message from the dropdown menu above the

body text. This menu stores up to 25 of the most recent messages created.)

3. Click the Schedule Delivery button to configure a delivery date and time or

choose the option send the message immediately.

Features of the Email Invitation Collector:

Any time you want to access the list of emails that has received a survey or

if you want to send a new message or reminder, simply click the Collect

icon next to that survey. Then click on the collector title that has been

created.

The Message Manager for an Email Invitation collector enables you to do the

following:

Track your respondents: The Edit Recipients section shows the status of the

emails. Here you can check how many Responded, Unresponded, or Opt Outs

you currently have. It also shows the number of emails that are Unsent/New.

Click on the View button to look at the email list for that Collector.

Search for specific email addresses: You can search for a specific email

addresses in a list. Display the entire list or select to view only those of a

certain status (e.g. All Unsent/New, Responded, etc.)

Add/Remove/Download emails: In the Edit Recipients section, you can add

emails to the list, remove emails from the list, or download/export your list.

Manually add responses: To manually add responses for survey participants,

you can enter a response in the Email List section on their behalf.

Check the "send " status: The Email Message section allows you to check the

"send" status your email delivery, or cancel the message within 5 minutes of

scheduling the "immediate" delivery.

Manage Messages: The Email Message section shows you the "Total Messages"

and the number messages in the "draft" status. Here you can check the number

of "scheduled" or "in progress" messages.

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Both the Edit Recipients and the Edit Messages buttons are located on the left side

of the Collector Summary page for that Email List Collector.

Additional Information for Using Email Invitation Collectors:

The following sections explain how to perform other tasks in the Email Invitation

collector. This next portion covers the following topics:

How to create your email distribution lists.

How to compose a message.

How to send a reminder.

Add emails to an existing list and send them a message.

Send a 2nd message to the same list & recipients.

How to check the status of emails on your list.

How to export emails from your list including opt outs.

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i. Upload Emails to a List

The import process involves copying and pasting the addresses into the Add Emails

Manually textbox. This is accomplished in the Edit Recipients section of an Email

Invitation Collector.

If you wish to utilize the Address Book first to create lists, then you can create a new

email list within that section before creating the collector. Therefore, when you

create a new Email Invitation Collector, you can pull the emails from the list housed

in the Address Book.

To learn more about formatting your emails, please view the following Help

Topic: Creating an Email List.

Part 1- How to Format the Email Addresses:

Before adding the emails, make sure they are in the proper format so they can be

added without error.

Note: A list may not contain more than 10,000 emails. You can create multiple

lists, but each one will be limited to this amount. To learn more this, please visit our

Tutorials section or click here.

Four fields can be uploaded and they must be formatted in the following order so the

system can properly associate the correct custom tags with the appropriate fields:

Field Order: Email Address,First Name,Last Name,Custom Data

Example #1: tjones@myemail.com,tom,jones,1001

Example #2: tjones@myemail.com,,,1001

The fields allow up to the following character amounts:

[Email] - Allows up to 255 characters

[FirstName] - Allows up to 50 characters

[LastName] - Allows up to 50 characters

[CustomData] - Allows up to 500 characters

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You will see these fields returned at the top of each response while in the Browse

Responses portion of the Analyze section.

[Duplicate, invalid, opted out, and bounced email addresses will be screened out.]

What Characters Are Allowed in the Email Configuration?

Initial Creation of Lists in Excel or Spreadsheets:

The process for importing emails is not a direct Excel upload or API transfer, so you

must format the emails first (as suggested above), and then copy and paste them into

the list creator. If you have created the list initially in a spreadsheet with the email

address in one column, the first name in a 2nd column, the last name in a 3rd column,

and the custom value in a 4th column, save the file as a .csv file (comma delimited)

in the Excel saving options.

A. Excel File:

The system accepts the

following characters:

•Alpha-numeric

characters (letters A

through Z and a - z)

•Numbers (0-9)

•Dashes (-)

•Underscores (_)

•Decimal points (.)

•Single apostrophe (')

The system does not

accept:

•Double apostrophe (")

•Pound/Number sign (#)

•Percents (%)

•Ampersand (&)

•Monetary Symbols ($)

•Brackets (<) or (>)

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B. Save as .csv extension:

C. Plain Text Editor:

Open a program like Notepad (or any kind of plain text editor program like TextEdit

for Macs) and select the .csv file.

If you do not see the .csv file in the Open prompt menu, then you may need to

select the "All Files" type from the "Files of Type" selector in the Open prompt.

When the .csv file opens in your program, it shows you the emails in the

correct format that is needed to copy and paste into the Add Manually textbox.

Anywhere you do not need a field, simply place a comma.

Highlight the emails in your text file with your cursor and copy them. Then

paste them into the collector.

Part 2 - How to Add Your Formatted Emails into the Collector:

Once you have formatted the emails accordingly to add to your Recipients List, follow

these steps to bring them into the Email Invitation collector. Once you get your

emails into the suggested format, copy and paste them into the Add Recipients

prompt.

Please review these four steps on the next page:

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Step 1: Select the Collect icon located next to the survey title.

Step 2: Click on the Add New Collector button located on the upper right side of the

collector's manager page:

Select the Upload your own emails and have us send a survey invitation option.

Then name this collector and click the Next Step button.

Step 3: Pick your collector settings and restrictions and save them. The Settings and

Restrictions buttons are located on the left hand side of the collector‟s summary

page.

Step 4: Once you get to the Collect Summary page, select the Add Emails to List.

 Choose to copy and paste the plain text file into the textbox and enter them

manually, add them from a list in your address book, or add emails from an

existing collector list.

 Make sure that each address is entered on a new line and all extra fields (first

name, last name, and custom data) are separated by commas. There are a few

example addresses shown in this section:

Part 1 of 2: Import Emails Setup:

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Part 2 of 2: Add Emails

ii. Compose a Message

To learn more about composing an email message click here to view the

tutorial.

iii. Send a Reminder Email

You can resend a message to those respondents who have not answered the survey or

partially answered it. When you access the collector with the email list that has

already been sent one initial message, you can send a message to only those in the No

Response status.

To do so, please follow these steps:

Step 1: Click on the Collect icon for the survey. This opens the survey's

collector page to show you all the collectors created for that one survey.

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 Select the collector that houses the

email list that is currently uploaded

and has already received message.

 Once you click on the collector title,

the Message Manager opens. This

shows the synopsis of the number of

emails that have been sent a

message, the number of current

respondents, and the number that

have Not Responded.

Step 2: Click on the Edit Messages button located on the left hand side of the page to

access the message creation prompts.

Step 3: Click on the Create New Message button and this opens the prompt where

you pick which emails from the list you want to receive the message.

Step 4: If you want to send it to respondents who have not yet answered your survey,

choose to send the message to the appropriate status of Not Responded.

You also have the

option to send the

message to those

that have not “fully”

responded instead of

the “no” responses

(e.g. The ones in the

"partially responded"

status).

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Step 5: The Compose Email Message page opens next. Begin by entering in the

subject of the email. Customize the email body message to indicate this is a

reminder or that the respondent has not yet answered the survey.

Click Save & Preview. Finally, schedule the delivery of this second reminder email.

To learn more on how to schedule reminder emails in advance, click here!

iv. Add New Emails to an Existing List and Send Those the Survey

If you would like to add an email address (or several) to an existing list and then send

only the new email(s) a message, you can do so using these five steps.

Step 1: Click on the Collect icon that

houses the collector to which you have

already sent an email invitation. This opens

the survey's collector summary page.

Step 2: From here you will click on the title

of the collector that has already been sent

the first message. This opens the Message

Manager page for that survey:

Step 3: To add the one new invitee (or many new invitees), click the Edit Recipients

button. Then click the Add Recipients button on the right side of page.

 This opens the manual entry mode.

Type in the new invitee's email address

into the 2nd option where it says to

add recipients manually.

 Or choose to add emails from the

address book or from a previous

collector. (See image on page 62).

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If you are adding them manually, type or copy and paste the new recipients into the

textbox. Click the Add Recipients button when you are finished.

Step 4: Click on the Create New Message to Send button that opens up at the top of

the page after adding the new invitee(s).

 Select who on the list is to receive

the message. Since this email is

new, he/she will be the only one

who has not received message.

 Choose the option to send the

message to those in the

New/Unsent status (or you can

choose the custom criteria

method).

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Step 5 & Finish: Compose the body of the email and schedule the delivery of the

message.

v. Send a 2nd Message for the Same Survey or Use the Custom Criteria

You have the ability to create a new or second message to deliver to list that has

already received a message. In order to create new message for an existing collector

list, follow these three steps:

Step 1: Click on the Collect icon next to the survey title on the My Surveys page.

Then select the collector that houses the list you want to receive another message.

Step 2: Access the Message Manager by clicking on the Edit Messages button located

on the left side of the page.

Click the Create New Message button on this Message Manager page.

Step 3: Select the Recipients on the List to Receive the Message. Choose the

New/Unsent if you have new email addresses. Or if you want to send it based on

custom criteria, partial responses, no responses, everyone, etc., then it is up to you!

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 Click the Save Selection button.

 On the email message setup page, enter the subject of this new message and

customize the body text.

 Click Save and Preview.

 Finally, schedule the delivery.

vi. How to Check the Status of the Emails on the List

You have the ability to track who has and who has not responded to your survey. To

do so, please follow these steps or visit the online tutorial for checking the status of

respondents:

Step 1: Click on the Collect icon on the

My Surveys page for the specific survey.

Step 2: Click on the collector that houses the

email list (as shown on the left).

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Step 3: This opens the Message Manager page. Click on the Edit Recipients button

on the left side of the page or in the "recipients" section.

Step 4: Now the Edit Recipients page opens to show the emails in the list. Now you

can check for who has responded, who has not responded, and who has opted out.

 If a person has responded, there will be a green star next to his or her

name/email.

 If a respondent has partially answered the survey, then a light yellow star will

be indicated next to the email.

 If a respondent has opted out, the opt out check will be highlighted.

 If an email is bounced, it will be indicated by an envelope icon.

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vii. How to Export the Emails from an Email Invitation collector list

All emails lists are exported into the same format as it was imported: one recipient

per line, with fields separated by commas or as an XML file.

If the file does not open or says "completed" or processing, then you may be

experiencing a popup blocker. Allow popups to receive the file.

In order to export the email list from the Email Invitation collector, please follow

these steps:

Step 1: Click on the Collect icon and click on the collector that houses the email

list.

Step 2: Click on the Edit Recipients button located on the left hand side of the

Collector Summary page.

Step 3: Click on the Download Recipients option.

Step 4: Choose the fields to export and select the emails. Then click the Download

Recipients button. (See image on page 67.)

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Opt Outs & Bounced Emails:

To view emails that have opted out of a survey, you can either view those emails

housed in an Address Book list or through a list housed under the Edit Recipients

button of the Email Invitation collector.

Option 1: Address Book

When you access the Address Book, select the email list you wish to look over for

opted out emails. From here you will see a star indicated in the Opt Out column to

the left of any email that has opted out.

Option 2: Email Invitation Collector

An easier way to view these emails is to access the Email Invitation collector for the

survey. Then export those emails that are in the opt out status.

In the email collector and after following the export prompts above, you can choose

the fields to export. Then click the Download Recipients button. If you wish to only

export those in the Opted Out status, choose the emails to export by criteria:

After selecting the fields, choose the dropdown menu for Select the Emails to

Export.

Next choose Recipients with a particular status from the menu.

Finally, select to export the recipients with the status of Opted Out.

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A list of all the opted out emails for that specific Email Invitation collector will

then be exported directly to your computer.

You can also view and export the bounced emails. Click here to learn more.

viii. Edit Email Addresses in an Existing List

When you add emails to a list, they will not have the status of "sent" or "responded"

indicated by a green star on the Edit Recipients page in the Email Invitation

collector.

This means that the email address is new to a list and has received a message. From

here you can click on the email address itself in the Edit Recipients portion and make

changes/edits to the following fields:

First Name

Last Name

Custom Value

Please note: Once a message has been delivered, you will not be able to edit

the email address field and you cannot directly change the status. This

restriction is in place due to the way the links work in an Email Invitation

collector. If you made an error in entering the email address, delete it and

then add it again in the correct/valid format.

To edit an email in a list that has not been sent a message, please follow these steps:

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Step 1: Click on the Collect icon next to the survey title on the My Surveys.

Then click on the named collector to open the summary page.

Step 2: Access the list by clicking on the Edit Recipients button on the left hand side

of the page.

Step 3: Click on the specific email address housed in the list. (You can search for an

email in the list if you have many entries).

Step 4: Once you click on the email address that has not been sent a message, a

prompt opens showing you the fields that can be edited.

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IV. ANALYZING & EXPORTING DATA

SurveyMonkey allows you to analyze the survey data within the Analyze section of the

survey. As soon as a respondent clicks the Done button on his/her survey, the

response comes immediately back into that section.

The response summary page shows the data in a bar graph presentation of the

summary numbers (depending on the question types).

Now you can check the total response counts, percentages, respondent counts,

and response averages, etc.

Within this section, browse through individual survey responses, edit them, or

delete them. In addition and as a professional subscriber, the Analyze section

allows for deeper analysis through the use of filtering, cross tabulating, and

exporting.

Response Summary

At the top portion of the summary page, you will see the Total Started and the Total

Completed respondent numbers. SurveyMonkey saves response whenever the Next or

Done button is clicked on the page.

What is considered a Completed vs. a Partial response?

 Completed Response: If a respondent makes it all the way through your

survey, answers a question, and clicks the Done button, it counts as a

completed survey.

 Partial Response: If the Next button is clicked and the Done button is never

clicked, then it will count as a partial response since the respondent has not

yet finished the survey.

Those respondents that have actually clicked the Done button AND answered a

question on your survey will be included in the Total Completed Survey number.

However, it does not mean that ALL questions have been answered but only that the

respondent moved through all pages and clicked the Next button on every page,

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answered at least one question, and finally clicked the Done button on the survey's

end page.

How to View the Open Ended Responses on the Summary page?

Open Ended responses are located on the Summary page.

Click the View button in the space where the open ended question is located to see

all of your respondents‟ open ended answers.

This opens the Comment Summary window. Within this window, you see all of the

open ended response listed by respondent number.

Click the Find button to jump directly to a specific respondent‟s results.

1. Browse Survey Respondents : Edit or Delete

You have the ability to view individual survey responses in the Analyze section.

Browse through respondents to view them individually, to edit them, or delete them.

To do so, please follow these steps:

Step 1: Access the Analyze icon next to the survey title.

Step 2: Then click on the Browse Responses button located on the left hand side of

the page:

Each response is listed from oldest to newest. (The red arrow in the example below

illustrates this.) You also see the following in the upper portion of each individual

respondent's survey:

Response Type

Collector

Email

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Name

Custom Value

IP Address

Start and End Times

At the top of the page, you see

the current response and the

navigation arrows to scroll to a

different one. Or enter a

respondent number in the Jump

to field and click Go >> to jump

to a specific respondent’s

results.

Response Type:

The top portion of each individual response contains the Response Type section. This

provides all of the tracking information associated with your collector:

Response Type: Normal Response or Data Entry

Collector: Collector used to collect responses (link provided)

Email: Included when an Email Invitation link was used to track responses

Custom Value and Name: Included when the information has been entered in

the Email List

Response Started and Response Modified: Start Date (time survey was

started) and End Date (last date the survey was accessed)

Remember, the tracking information vs. anonymous, was determined when you

set your Collector Settings for the collector under the Save the IP addresses in

your Results setting.

To learn more about tracking respondents and identifying who responded,

please click here.

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A. Edit in Browse Responses:

There are a couple of different ways in which you can edit individual survey

responses. First, you do have the option to edit a response in the Analyze section

under the Browse Responses.

Second, you can also edit a response from within an Email List of an Email invitation

collector.

To edit within the Browse Responses section, please follow these steps:

Step 1: Access the Analyze icon on the My Surveys page next to the survey title:

Then click the Browse Responses button located on the left hand side of the page to

scroll to the respondent's survey you wish to edit:

Step 2: Once you locate the one to be edited, select the Edit Response button. This

opens that survey in a new window to reveal the answers.

Scroll through the survey by accessing the Next button. When you get to the

question to be edited, you can either select a different answer choice or type

in a different response in the comment box.

Continue all the way through and click the Done button to close the survey.

Now you will be looking at the Analyze section and the Browse Responses page

again. Click the refresh button on the browser menu to see the new changes.

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B. Editing a Response in the Email List Section:

You can also edit a response for an individual that has responded through the link

delivered by SurveyMonkey. This is accomplished by clicking on the actual email

address stored in the Email Invitation distribution list.

Step 1: Access the Collect icon and then click on the Collector that houses that

email address list. Once the collector summary opens, click on the Edit Recipients

button:

Step 2: Search to find the email address in the list. Then click on the specific

respondent's email address.

Step 3: Select the option to Update Response (as indicated by the red arrow below).

You can also add a response for that person on his/her behalf, if s/he has not already

done so.

C. Deleting a Response in the Email List Section:

To delete a survey response, scroll through the survey respondents until you get to

the one you wish to delete and click the Delete button associated it.

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How to Correlate the Respondent Number to the response in your

Export:

When browsing through the respondents in the Analyze section or online in your

account, they are presented in the same order in which they are received.

The 1st respondent to your survey will be listed as #1 out of “n” or the total number of

respondents. The responses will then go from oldest to newest with the first person

to respond saved as #1, the second respondent as #2, the 3rd as #3, and so on.

However, in the exported spreadsheet file, they are presented in the reverse

order.

 When viewing the respondents in Excel, they are shown in the reverse order.

 Respondent #1 from the Analyze section will be the last response listed in your

export spreadsheet. The newest response will be the 1st row of your

spreadsheet.

EXAMPLE: If you had 10 respondents, then Respondent 10 out of 10 from the Analyze

screen will be the first response of your export starting in the respondent‟s row. In

Excel, the respondent row starts on row 3. The questions are in row 2 and the other

headers are in row 1.

The response in row 3 of the spreadsheet will be the same response as respondent

number 10 when you are browsing the results in the Analyze section.

To learn more about reading the All Response Collected Spreadsheet in

Excel, please click here.

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2. Creating Filters

As a Professional subscriber, Filters enable you to look for specific data or patterns in

the data. New filters are named and can be toggled on or off. You have the ability to

filter by Responses, by Properties, or by Collector.

To add filters to the data, click the Filter Responses button on the Analyze page and

then choose how you want to filter:

By Response

By Property

By Collector

To get started in adding filters, follow these steps:

Step 1: Click on the Analyze icon next to the survey title on the My Surveys

page:

Step 2: Then click on the Filter Response button on the left side of the page:

Step 3: You have the ability to „save‟ filters in this section. If you have to filter the

results by many different criteria, create multiple filters and simply toggle them on

and off. This feature enables you to create any number of filters (only one of which

can be active at any given time) and then save them for later use.

For additional information on filtering, please visit our Tutorials section:

Filtering

i. Create a Filter by Response:

To look for surveys by a particular answer choice to a specific question, then it is best

to create a response-based filter:

1. Select the Filter Responses button on the left side of the Response Summary

page.

2. Name the filter on the Editor page.

3. If you want to filter by specific questions and answer choices (rather than by

'property' or by 'collector'), check the Filter by Response option.

4. Click the Add Response Filter and you set the filter description as follows:

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Show responses of people who answered question: (then select the question

from the dropdown)

With answer choice: (then select the answer choice from the dropdown)

Example: You want to filter the data by more than one response in the same filter.

If you create one filter to "filter by response", you can sort by multiple parameters

within the one named filter.

Let's say you name this individual filter "School" and you want to filter more than one

school at a time. Perhaps you want to know who goes to Jefferson and who goes to

Madison.

A. Click the Add Filter Response button and the first filter parameter within this one

"School" filter would be:

Show respondent who answered....What school do you attend?

with response of......Jefferson

Then you can add a 2nd one to this same "School" filter by clicking the Add Response

Filter button again and set up the 2nd one as follows:

Show respondent who answered....What school do you attend?

with response of......Madison

B. Next you will see an option pop up that allows you to match by criteria. If

you create more than one parameter, you have the option to Match Every Filter,

Match Any Filter, or Create Custom Combination of Filters.

If you select to match every filter, then the system will only search for

respondents who meet all the criteria and will filter everyone else out.

If you select to match any filter, the system will search for those who match

any of the created filters. All other respondents will be filtered out.

Click the Save Changes button when you are finished.

In this example, choose the option to "match any" or filter. When this "school" filter is

toggled on, you will see only those that match the criteria for the responses and

questions.

(See example on p.78)

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To learn more about creating a Filter by Response, please click here.

ii. Creating Filters by Properties or Collectors

To create a filter to look for respondents who answered your survey according to a

certain property, then the Filter by Properties is a good way to view those. This is

handy if you want to:

View respondents who answered the survey during a specific time period.

Look for a specific tracked email address of a respondent who answered the

survey via an Email Invitation collector. (If you used a Web Link collector you

cannot filter by the email property.)

Look for a specific IP or email address.

View only the respondents who have completed the survey.

View only the respondents who partially completed the survey.

To learn more about the principles of filtering, please click here.

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Additional Information:

Professional subscribers can refine Filters by Properties such as:

Survey date

Total response time

Response status

Response type

Email address

First name

Last name

Custom value

IP address

Please click here for instructions

on applying filters.

For additional information, you

can also access our Tutorials section

or click here.

You can Filter by Collector (or combine a Filter by Response with a Filter by Property

and a Filter by Collector). Only responses collected with a specific collector(s) will be

visible in the analysis.

iii. Managing Multiple or Saved Filters

Once you've applied a filter, only the results "matching" the filter will be displayed.

You can have multiple filters created, but only one named filter can be active at one

time. Simply toggle them on and off to view different filters.

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To Edit or Remove filters currently applied to your results, click the Edit Filter

button to edit an active filter. Click the Un-apply button to remove filters currently

set on your results.

Saved Filters:

Once you have created a filter configuration, clicking the Filter Responses button

from the Response Summary Page opens

the Saved Filters page.

 Apply a saved filter to your

results by clicking the Apply

Filter.

 Clicking the Filter Title or Edit

Filter button opens the Filter

Editor page.

 Delete Filter deletes a filter.

 Click Add New Filter to add one.

3. Creating Cross Tabbed Reports

If you need to do more in-depth analysis through the use of cross tabs and filters, it is

good practice to build a Custom Report first. This gives you the ability to select

which pages and questions will be visible on the report.

How to Use Custom Reports with Cross Tabs:

A. Consider the Survey Design:

When designing a survey, think about what you want to learn from the data. The

structure of the survey and the kinds of questions asked will later help you in the

analysis.

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Filters:

If you have groups of respondents you want to sort, then Filters come in handy. You

would want to create questions that ask respondents to identify themselves in some

way.

EX: Course evaluations - Pick a course to evaluate and then filter later by

courses.

EX: Office Location - Analyze data according to a specific office location of

respondents.

Cross Tabs:

If you want to compare questions and use cross tabs to prove or disprove a hypothesis

based on those variables, consider what kind of data would work best for the analysis.

EX: Demographics - Do you want to know how men and women differ?

B. Consider the Relevant Questions for the Analysis:

Once you have collected the data and are ready to dig into the numbers, consider

which questions to include in the custom report. Not all of the survey questions may

be relevant to your hypothesis!

From the previous help topic, discussed here, you want to compare how Males and

Females evaluated SurveyMonkey. You are also interested if their overall incomes

affected the product ratings.

You suspect that more women use the product and that if they make between a

certain income range, women are more satisfied with it than males.

With this hypothesis, you want to see the data of only two questions in this report:

The Rating question that asks how respondents evaluated the product.

The Income question that asks respondents to choose into which range they

belong.

(See example on p. 82)

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Example: Creation of a Cross tabbed Report

Step 1:

Click the Add Report button on the top of the Response Summary page.

The first time you view the data, by default, all questions are selected and visible.

 Click the Unselect All option.

 Then tick the box next to the

questions (the rating question

and the income question) to

be presented with the cross

tabbed report.

 Name it and click the Save

Report button.

Step 2:

The system directs you back to the Response Summary page. Since this is a new

report, create the cross tab and apply it to the selected questions:

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Click the Crosstab Responses button to open the Saved Crosstabs. Choose to

edit an existing one or create a new one.

If you have a saved one, click the Apply Crosstab button next to it. The

system will take you back to the Analyze page with that cross tab applied.

If instead you need to create a new one, please click here to learn more in our

tutorial section.

Step 3:

When the cross tab is applied, the system directs you back to the Analyze page. The

cross tab is marked by a teal header bar on the selected Custom Report.

Only those two questions are now visible and shown in comparison with the

Male/Female data.

Adding Filters to a Cross Tabbed Report

Add a filter to refine the data even more. From the current information, you want to

see only the cross tabbed data of Males and Females that make between $20,000 to

$40,000 a year.

Step 1:

Click the Filter Responses button to enter the filter editor.

If there are saved filters created, click the Apply Filter button. The system

directs you back to the Response Summary page.

If you are creating a new filter, click the Add New Filter button.

Step 2:

For a new filter, click the New Response Filter button and add the first income

answer choice. (Click the New Response Filter button each time to add a new income

answer choice. Click here to learn more.

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 Name and save the

filter.

 The system directs you

back to the Analyze

Summary page.

The Active Filter header, the Active Crosstab header, and the Total Started and

Completed information will be active on the report page.

HYPOTHESIS STATEMENT:

Females are more likely to use SurveyMonkey and provide more positive feature

evaluations than males.

RESULTS: TRUE

For this example and report, the cross tab and filtered data shows that Females

who make between $20,000 to $40,000 year gave SurveyMonkey very high

evaluations with "Most Definitely" getting selected by all respondents.

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4. Exporting the Data

We offer several different export formats for downloading the data in both

raw/aggregate and summary forms to Professional subscribers. You may download

your results anytime without affecting the collection of results. Downloading

responses enables you to create additional graphs in Excel, upload the data into other

programs, or save them to your desktop.

Step 1: Select the Analyze icon on the My Surveys page to get started.

Step 2: Then click on the Download Responses button located on the left side of the

page to choose your format:

Step 3: From here choose between the All Responses Collected Spreadsheet or the

Summary Only. The following section shows the difference between the two:

A. All Response Collected Spreadsheet:

If you need the entire results format, you may do the following:

 Select the All Responses Collected option.

 Next choose either the 'condensed' or 'expanded' columns and the 'actual choice

text' or 'numerical value' cells.

You may also choose if you want

to include the Open Ended

Responses, or if you wish to

download existing filters and/or

cross tabs applied on the

entire results.

The data will be delivered to the

email address that you specify

during this configuration.

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B. Summary Only:

If you need a Summary, XML HTML, or

PDF version of the results, choose the

Summary Report type download.

These formats download directly to

your computer.

Sometimes a popup blocker may

prevent the full download of your

Summary Only results. If the

summary exports are not opening,

then it is most likely a popup blocker

issue.

Mouse over the address bar in

your browser window.

You should see a blocked

status.

Right click on blocked file and force it to come through.

You can also access the previous exports requested in your account.

Click the Analyze icon followed by the Download Responses button. Select the View

History button located on the upper right side of this page. Here you will see a list of

all the exports that have been requested in the account over the past 14 days.

Exporting with Filters Applied on the Data:

You do have the ability to request an export with a filter applied. (The same

principle applies to exporting with a cross tab applied.) Once you create a filter,

make sure it is currently active on the data. To confirm this, a blue header with the

applied filter information will be visible on the Results Summary page.

Next, access the Download Responses button. Since that filter is applied and is

currently active, you will see a check box asking if you want to export with that filter

applied. Make sure to check that option. When the export is delivered to you, only

the filtered data will be included.

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5. Sharing Survey Responses with an Audience

As a Professional subscriber, you have the ability to let others view the results

without giving them access to your account through the Share Responses link.

The results link you provide updates as your results do!

You determine the "shared" access of the data. You decide to share the Summary

Results only or to provide access to all of the individual responses, or All Responses.

In addition, you have the option of allowing others to use the Filter feature and/or

the Export feature in the Shared Link.

To configure this, please follow these four steps:

Step 1: Click on the Analyze icon next to the survey title on the My Surveys

page:

Step 2: The Share Responses button is located on the left side of the Analyze page:

Step 3: By default, the Sharing Disabled is selected. Configure the link to share:

Only the Summary of Responses

Share Summary of Responses, View Open-Ended Responses.

Share Summary of Responses, View and Browse Open-Ended Responses - Similar

to your admin view. From here you can enable filtering and downloading of

the responses for those receiving the share link.

o (Please note: If you enable filtering it does not mean that those

receiving the share link will see the filtered data as you see it in your

account. Those who receive the share link with filtering enabled will

see all responses. They will be able to apply their own filters. For a

work-around option to send out filtered data, please click here.)

o You can also create custom reports and hide questions that you don‟t

want others to see. Then configure a Share Responses link for that

custom report.

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Password Protect Shared Responses.

Step 4: The link to the results is generated, and you are now ready to provide the

generated link to others. Simply copy and paste that link into your own email client

to send out to whomever you would like! Or post it on your own webpage.

Part 1 of 2: Share Setup

Part 2 of 2: Configure Password Protection

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6. Custom Reports and Sharing Data

Professional subscribers have the ability to create custom reports in the Analyze

section. The benefits of customized reports are for easier data management and data

analysis. Some of the things you can accomplish are:

Choose to only view certain questions instead of all questions in the survey.

o Example: You have Skip Logic programmed on the survey and only want

to see a specific route or version. You could hide all other questions not

pertinent to that logic route.

Create multiple custom reports and toggle them on and off. If you have a

current report toggled on, then you can export the data with that custom

report active. Only the questions you see on the Response Summary screen will

be delivered in your export. In the Download History section, it provides a

summary of what export was requested and with which custom report is

applied.

If you want to share the data with others but don't want to share all the

questions, then you can hide sensitive information within a report. This gives

you the flexibility to decide which questions you want to keep visible and

which you want to hide.

Creating Custom Reports:

Step 1: To begin the process, click the Analyze icon on the My Surveys page

next to the survey you wish to build custom reports.

Step 2: The Response Summary page opens and the Add Report button appears next

to the Custom Report header on

top of the Summary page.

Each custom report created can

then be accessed in the dropdown

menu any time you visit the

Analyze section.

The Default Report initially opens

each time the page is accessed.

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Step 3: When you click the Add Report button, name the new report and uncheck

any question or page of questions you do not want visible. Click the Save Report

button when you are finished.

You can then export the data with the custom report applied.

Filtering on Custom Shared Reports:

Currently, if you have enabled filtering on the Shared Custom Report link, then those

you are sharing the data with will have access to all questions in the Filter Editor.

If the questions are hidden in the report, the enabled filtering capabilities will

provide access to all questions when creating filters, even hidden ones.

Do not enable filtering if you do not want to share sensitive information.

You may want to consider exporting the custom data report and then emailing

that exported file to maintain sensitive data. Click here for additional

information on exporting data with a filter applied.

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V. MY ACCOUNT

The following section addresses many questions that subscribers have about using

their accounts. These topics range from sharing an account to changing logins to

canceling the auto-renewal. Please look over this section for questions you may have

regarding account maintenance.

1. Can I share an account?

Yes, you do have the ability to share one login and password for multi-user access.

Simply have the person you are sharing the account with use the login and

password to log in on our homepage.

Important! We do not assign multiple logins and passwords on individual accounts.

Please keep in mind that you are also sharing full administrative privileges to your

account with other users. We do not provide the ability to have different access

levels to the account.

Can I Password Protect Sections of the Account?

No, we do not provide the ability to restrict access to certain areas of an account.

You will not be able to password protect surveys results inside the Analyze section.

You also cannot password protect individual folders created on the My Surveys page.

If you need to limit access to accounts, then you must register and upgrade

additional accounts. Each will need to have its own unique login.

You can move or copy surveys between them as long as the receiving account is

Professional. For more information on transferring surveys, please click here.

Can Multiple People Work in the Account or Survey Design Simultaneously?

Yes, people can work in the same account at the same time. However, any time

multiple people edit the same object in our database, we cannot store both changes.

So one is likely to be lost and may cause one person to get booted out or receive an

error message.

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If two people are working on the same survey at the same time, then each one will

not be able to see the changes made by the other person dynamically while logged

into the account on his/her individual computer.

The refresh button must be clicked on each individual browser to see any

additions or changes made by the other.

If two people are working simultaneously together on the same survey then, in

order to avoid problems, they should be in good communication with one

another during the design process.

2. How can I change the email address or login associated

with my account?

You can change the username and the password under the My Account tab. The

Login Settings are located in the Account Summary section. Click on the Edit button

next to the username, password, or contact email to update them.

 Step 1: Click on the My

Account tab.

 Step 2: Click on the Account

Summary button on the left

side of the page.

 Step 3: Change the email

addresses in the Login

Settings section.

3. Why is the time zone wrong? Can I set the surveys or

account to my time zone?

You do have the ability to change the time zone on your account. When you access

the My Account section, click on the Account Overview button on the left side of the

page. The Preferences section allows you to change the default time zone:

(See image on p. 93)

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 Step 1: Click on the My Account tab.

 Step 2: Click on the Account Summary

button on the left hand side of the

page.

 Step 3: Change the Time Zone Setting

under the Preferences section.

4. How do I change my subscription plan? I want to change

from monthly to yearly. How can I change the Credit Card?

If you want to upgrade your monthly account to an annual one, just click on the My

Account tab. Select the Account Summary button. Here you will see the Billing

Profile option to Upgrade to Annual Now. To change your account from monthly to

yearly, please follow these steps:

 Step 1: Click on the My Account

tab.

 Step 2: Click on the Account

Summary button.

 Step 3: Click on the Upgrade to

Annual Now button:

i. Switch to Invoicing:

We do offer quarterly and annual invoicing only. We do not accept check payments

for monthly subscriptions.

Please send a request to our email support system to change the account to invoicing

instead of the credit card payment. (You can also upgrade from the monthly plan to

yearly in your account under the My Account tab. However, there is not an option to

change it to invoicing in that area. We will need to do that for you.)

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Step 1:

Please change/update the following information under the My Account > Billing

section so we can generate an invoice for you:

Your Billing Address

Billing Email Address

Billing Contact Name

Phone Number

Step 2:

Once you have updated that information in your account's billing section, let us know

the following information in your email request. Then we can finish processing the

invoice for the renewal:

Subscription Type (Quarterly or Annual):

SSL Encryption (If it needs to stay, be added, or be removed):

PO number if necessary:

ii. Change Credit Card Details:

A. Active Account:

If the account is an active and Professional status and you want a different card to be

charged, you can change the credit card details the following way:

Click on the My Accounts tab.

Select the Billing button on the left side of the page.

Click the Edit button next to the Payment Information. Here you can enter in

your new credit card details for the currently active account.

B. Canceled Account:

If your account has been canceled due to either a cancel request or to non-payment,

you will need to reactivate the Professional subscription.

To reactivate an account, you can do the following:

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1. Login to the account and click on the Upgrade button located on the homepage

or click the Upgrade to Professional Account button under the My Account

tab.

2. Go through the prompts to pick your subscription plan again.

3. If paying by credit card, enter your updated credit card details. (Once the

Professional subscription is canceled we do not store the card details for

security purposes.)

4. Once the payment is processed, then your Professional account will become

active and your surveys and data will be available to you again.

5. How can I transfer a survey to another account?

You can transfer a survey to another Professional account by clicking on the Transfer

Survey button located on the left side of the My Accounts page. To transfer or copy

your survey into another account, please follow these steps:

Step 1: Click on the My Account tab in the navigation header bar.

Step 2: Select the Transfer Survey button on the left hand side of the page.

You must know the username of the account into which you are transferring

the survey.

Next, select the survey title from the dropdown menu and choose either the

Copy Survey or Move Survey button. This places the survey into the chosen

account.

If you copy the survey into

another account, this will not copy

the data or responses.

It only copies the survey (no

collectors, custom themes, or

responses are copied).

You will need to move the survey

if you need the responses and

current link to remain attached.

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6. Creating Folders and Moving Surveys

To better organize your survey list, create different folders on the My Surveys page.

Perhaps you have closed surveys that you want to keep separate from open surveys.

Or you have different people sharing the account and each person wants to keep their

surveys in their own folders.

To add folders or move surveys into folders, please follow these steps:

Step 1: Click on the Manage Folders button on the My Surveys page. This is located

next to the Current Folder dropdown menu above the lists of surveys on the page.

Step 2: Click the Add New Folder button.

When prompted, type in the name of the new folder and click the Add Folder button.

Step 3: This takes you back to the Manage Folders page to see all the surveys created

in the account. A dropdown textbox appears next to each one.

Click on blue dropdown arrow associated with the textbox of the survey you

want to move.

Then choose the newly named folder in the textbox (as indicated in this

example below). A saving status will show, and then the survey will be moved

into that selected folder.

If you need to rename a folder, please click here for additional instructions.

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7. Address Book

The Address Book is simply a book of addresses.

The book allows you to create lists of addresses to store in this section. If you have

distribution lists of emails that receive many surveys, then you will be able to use

those same lists over and over again when creating new Email Invitation collectors for

different surveys.

Features of the Address Book:

Within the Address Book section, you can:

Add Emails

Remove Emails

Download Emails

Delete Lists

How does the Address Book work?

When creating a list in the address book itself, it stores the emails within a list.

From here you will not be able to gauge the response status for a specific

survey in the actual Address Book list.

o If you choose to create an Email Invitation collector to send to a list in

the address book, then you can gauge the response status in the actual

"collector" for that specific survey. Not with the address book.

You can, however, view the opted out or bounced emails in the book.

Is it the same as a Recipient List in an Email Invitation collector?

When you create a recipient list within an Email Invitation collector, then that

recipient list is something different. When creating a list, you can choose to:

Send the survey to a list already created in the address book.

Upload new emails manually each time a collector is created.

Or choose to send it to emails sent in an existing collector.

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While you can use the Address Book to populate the recipient list, once that

list is populated inside the Collector, the association between the two is gone.

For example: If an email address is deleted from the Address Book, all that does is

removes that email from the Address Book. Any new collector lists created from that

Address Book will not contain that email. However, existing collector lists will still

contain the email. Therefore, if you want to remove an email address from a

recipient list or add it to a list, you will need to remove (or add) that email from the

actual recipient list in the Email Invitation collector.

Additional Information: Syncing Address Book with Email Collector

The Address Book does not automatically update any new emails uploaded into an

Email Invitation collector itself. If you add emails "manually" into the provided

manual entry textbox, then those will not automatically upload into the Address Book

(or vice versa). If you want them stored in a specific list or if you want to create a

new list that will be used multiple times, you must also add them to the Address

Book.

Once you create lists in this section, your address book will look like the following:

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8. Tracking the Identity of Respondents

If you want to track the identity of your respondents, then this needs to be created

initially before you send out the survey. In order to track what survey response

belongs to which respondent, we offer three options:

1. Create an Email Invitation Collector and send the survey through our email

server.

2. Create unique IDs and customize the Web Link Collector link. Then send the

individual customized links through your own email client. Each link must be

emailed separately. For example: If you have 10 respondents to track, you will

customize 10 links and then email 10 separate messages.

3. Or you can create demographic type questions in the body of the survey.

Track by SurveyMonkey (Email Invitation Collector):

When you use the Email Invitation collector, you opt to have SurveyMonkey send a

message on your behalf. From here you will:

Upload your emails into the Email List (Edit Recipients) section.

Customize a message.

Schedule the delivery of the message to the list.

Once responses are returned, the Analyze section of the account tracks the responses

by the respondent's email address, first name, last name, and custom data field.

When you browse through each participant's survey, those fields are populated with

each response in the top portion of the survey.

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In the Edit Recipients section of the Email Invitation collector, you can then track by

status. This means you will be able to track who has responded, who has not

responded, and who has opted out.

Track by Your own Email Client (Web Link Collector):

If you choose to not have SurveyMonkey send a message on your behalf and instead

use your own email client to send the message, there is an alternate way of tracking

the responses. This is accomplished by customizing a Web Link collector. We are

only able to offer limited support in setting this up, so the links will need to be

customized and sent out on your end.

You can append a special parameter to the end of the survey URL that will

automatically add your own data to our “Custom Value” field.

The first step would be to create a database of recipients and assign each

recipient a unique ID.

You would then use that unique ID to create a unique URL for each recipient.

When the recipients click on their appropriate links, the unique ID will be

stored in the “Custom Value” field of their responses.

Now, when you export the All Responses Collected Spreadsheet for your results or

click on the “Browse Responses” button on the Results Summary page, you will be

able to see the unique ID value in the “Custom Value” field for each response. You

would be able to then match that “Custom Value” with the unique ID that is stored in

your database to match the response with the appropriate recipient.

Example:

If the original URL to your survey was:

http://www.surveymonkey.com/s.aspx?sm=v8MbvURxoHkWfvud7Or3Cg_3d_3d

Let's say you had two recipients:

one with a unique ID of 12345

and another with a unique ID of 67890

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You could then supply each one with the following:

http://www.surveymonkey.com/s.aspx?sm=v8MbvURxoHkWfvud7Or3Cg_3d_3d

&c=12345

http://www.surveymonkey.com/s.aspx?sm=v8MbvURxoHkWfvud7Or3Cg_3d_3d

&c=67890

Any respondent who accessed the survey through the first link would have “12345”

stored in the Custom Data field for the response whereas any respondent who

accessed the survey through the second link would have “67890” stored in the

“Custom Value” field for the response.

9. What is SSL Encryption and h ow do I add it to my account?

SSL is short for Secure Sockets Layer, and it is a protocol initially developed for

transmitting private documents or information via the Internet. It essentially works

through a cryptographic system that secures a connection between a client and a

server.

Many websites use this protocol to obtain confidential user information.

We do offer SSL encryption for Professional accounts. With SSL encryption purchased,

you will be able to do the following:

Send encrypted survey links to your audience. The survey link and survey pages

will be encrypted during transmission from your account to your respondents.

Their responses will be encrypted as they are delivered back into the Analyze

section of your account.

Requested exports will be delivered to your computer in an encrypted format.

What Level of Encryption Do You Offer?

We have the following level of encryption: Verisign certificate Version 3, 128 bit

encryption

What does SSL encryption look like?

A survey link with SSL encryption will show the 's' in the 'http' URL address.

It will appear as:

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https://www.surveymonkey.com/s.aspx?sm=D4aI4ZVWg3ql1CfP9d1z1Q_3d_3d

This is commonly used for online banking sites or sites that transmit secured

information. In order to stay in compliance with HIPAA standards, we recommend that

SSL encryption be purchased for your subscription.

Is there an additional cost?

The cost is an additional $9.95 per month for monthly accounts, $29.85 per quarter,

or $100 with the annual subscription.

You can choose to add SSL encryption to the account during the upgrade process. If

you need to add the encryption after you have upgraded the account, you can send

that request into our email support center. We can add it onto the account for you.

10. How do I cancel my account?

Depending on the type of account you have, there are two options for canceling the

account or simply canceling the auto-renewal of a subscription. Please take a look at

the following options for the type of account you have:

Option 1 - Basic (Free) Account Cancellation:

If you need to cancel the Basic account, please send a request to our email support

center. We will cancel or delete the account on our end.

Option 2 - Professional Subscription Cancellation:

You can cancel the renewal of your professional subscription by clicking on the

Account Summary button under the My Account tab. Click the Cancel Renewal

button. Your account will remain active until the end of the current billing cycle.

When you cancel the auto-renewal, the account will revert back to the free status

on the renewal date. You will lose access to the Professional features.

You can still edit the survey design and also collect responses (up until 100 are

received) when the subscription cancels. However, exporting, filtering, and creating

cross tabs are Professional features and will no longer be available in the Basic status.

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Follow these three steps to cancel your auto-renewal of the professional

subscription:

Step 1: Click on the My Account tab.

Step 2: Click on the Account Summary button on the left hand side of the screen.

Step 3: Click on the Cancel Renewal button.

Click here to see how to stop the cancellation request on your account!

11. How do you keep our data secure?

Our privacy policy states that we will not use your data for our own purposes. The

data you collect is kept private and confidential. You are the owner of all data

collected or uploaded into the survey. In regards to the security of our infrastructure,

here is an overview of our setup.

We do offer SSL encryption for the survey link and survey pages during transmission.

The cost is an additional $9.95 per month. The servers are kept at Inflow -

http://www.sungard.com.

Physical

Servers kept in locked cage

Entry requires a passcard and biometric recognition

Digital surveillance equipment

Controls for temperature, humidity and smoke/fire detection

Staffed 24/7

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Network

Multiple independent connections to Tier 1 Internet access providers

Fully redundant OC-48 SONET Rings

Uptime monitored every 5 minutes, with escalation to SurveyMonkey staff

Firewall restricts access to all ports except 80 (http) and 443 (https)

QualysGuard network security audits performed weekly. Hackersafe scans

performed daily.

Hardware

Servers have redundant internal power supplies

Data is on RAID 10, operating system on RAID 1

Database is log-shipped to standby server and can failover in less than one hour

Software

Code in ASP.NET 2.0, running on SQL Server 2005 and Windows 2003 Server

Latest patches applied to all operating system and application files

SSL encryption of all billing data and passwords

Data backed up every hour internally

Data backed up every night to centralized backup system, with offsite backups

in event of catastrophe

12. Troubleshooting

If you experience an issue with your account, survey design, distribution, or analysis

of the data, click here. This takes you directly to all the troubleshooting FAQs

available in our knowledgebase. If you do not see your specific question addressed

there, please do not hesitate to contact our email support system. We will promptly

address your concerns or issues.

Please include the following information for the applicable fields in your email for

support:

 Account login:

 Name of survey:

 Collector name:

 Survey link

 Specific issue or question with as much detail as possible:

SurveyMonkey User Manual

Page 105

VI. CONCLUSION

Now you are ready to begin using SurveyMonkey to create, distribute, and analyze

your surveys.

We aim to provide an online survey system that is affordable and user-friendly. In

addition, to our Help Center‟s FAQs and Tutorials, this manual guides you along every

step of the way. Please keep this for your own personal reference. For additional

questions or support, contact us through our email support center. We are available

365 days a year by email including weekends and holidays!

Thank you for your interest and support in SurveyMonkey!