Difference between revisions of "Customer Survey"

Revision as of 14:43, 9 July 2009

Customer Survey is an application that lets you create surveys to be published on your webpage. The application offers survey templates which you can modify to suit your needs.

Overview

This section given you an overview of the options you have within this application:

• Manage surveys - create new surveys and edit existing surveys.

• Reports - view results of your surveys.

Manage Surveys

This section allows you to edit existent surveys and create new ones.

Create New Survey

Step1. This page displays a list of existent surveys and gives you the option to create new surveys by clicking on “Click here to add new survey” located on the bottom left corner.

Step 2. Survey Properties

Using this section you can select template for new surveys, modify survey title, introduction text and include a privacy statement for your survey.

1. Enter the name of your survey in the text box.

2. Select a survey template from the drop-down menu.

3. Enter a survey title in the text box. This text will appear on top of your survey.

4. Enter an introduction text in the text box. This text is meant to describe the purpose of your survey will appear below the survey title.

5. Enter a privacy statement or other comments. This text will appear below the last question in the survey.

6. Click “Next” to proceed to the next step. • Click “Go Back” to go back to the previous step.

Step 3. Customize your survey.

In this step you will be able to customize your survey. You will be displayed with the chosen template format and you can add your changes.

Click on a section within the template (usually this is a question and answer section) and you will see five 6 icons appear on the top right corner of the selected section. Using these sections you will be able to make changes to your survey:

edit question. This icon lets you edit the question of the selected section. When you click on this icon a new page will open where you will be able to change the question and also the answers and the answers’ format.

      1. Type your question in the text box.
      2. Select a format of your answer from the drop-down menu
      3. Type a possible answer to your question and click “Add answer”. Your possible answers will be listed in the text box of possible answers. In order to delete an answer from the list of possible answers, select an answer and click “Delete answer”
      4. Click “Accept” to save the changes you made.

• Click “Cancel” to dismiss the changes made.

 - add a question to the survey below the question selected. Please follow the same steps as described above.

 - add a question to the survey above the question selected. Please follow the same steps as described above.

 - add text below the selected question. A new page will open where you can enter your text that you wish to add and you can select font color, font size, font style, text color and background color.

Click “Accept” to save the changes you made. • Click “Cancel” to dismiss the changes made.

 - add text above the selected question. A new page will open where you can enter your text that you wish to add and you can select font color, font size, font style, text color and background color.

Click “Accept” to save the changes you made. • Click “Cancel” to dismiss the changes made.

 - removes the selected question. 

 - Click this icon to save your survey.

 - Click this icon if you want to publish your survey.

 - Click this icon to make changes globally to your survey. This icon will let you change text color and font format within your survey.

 - Click this icon to make text color and font format changes to the questions within your survey.

 - Click this icon to make text color and font format changes to the answers within your survey.

Click “Next” to proceed to the next step. • Click “Go Back” to go back to the previous step.

The last step confirms that the survey has been completed and provides the user with the option of managing surveys by clicking on “Go to Manage Surveys”. Clicking “Close” will take you back to the Overview section.

Manage existing surveys

Step 1. Choose a survey from the list of existing surveys. On this page you will be displayed with a list of existing surveys. Next to each survey you will see the following icons:

 - lets you download the survey to your local PC
 - lets you send the survey by email. When you click this icon a new window will open requesting you to enter an email address and a subject line.
 - lets you make a copy of the selected survey.
 - lets you delete the survey.

Click “Next” to proceed to the next step.

Step 2. Survey properties

This section lets you make changes to your selected survey.

1. Enter a survey title in the text box. This text will appear on top of your survey.

2. Enter an introduction text in the text box. This text is meant to describe the purpose of your survey will appear below the survey title.

3. Enter a privacy statement or other comments. This text will appear below the last question in the survey.

Click “Next” to proceed to the next step. • Click “Go Back” to go back to the previous step.

Step 3. Customize your survey. Please see Step 3 under Create a New survey.

The last step confirms that the survey has been completed and provides the user with the option of managing surveys by clicking on “Go to Manage Surveys”. Clicking “Close” you will return to the Overview section.

Reports

This section shows the results of surveys that have been submitted. You can also view statistics regarding the answers of users who have participated in your survey.

1. Select a survey from the list of existing surveys. 2. Click “Next” to proceed to the next step. A new page will open which displays statistics regarding the answers given by the participants who took the survey.

Click “Next” to proceed to the next step. • Click “Go Back” to go back to the previous step.

The last page is a confirmation page that the wizard has been completed. Click “Close” to go back to the “Overview” section.