Getting to Know the QuickSurveys Dashboard

If you want to learn the basics of navigating your account in QuickSurveys, then you’ve found the right post.

Once you’ve registered and logged into your account, you’ll find a few things.


A top navigation with:

  • (A) QuickSurveys logo: Click this anytime to get back to the main dashboard
  • (B) Create: Click here to start creating your survey. A drop-down menu will appear where you can choose which solution works best for you. Each option is explained in detail in the next section.
  • (C) Premium Subscription: Click here to upgrade your account. Becoming a premium member allows access to features including advanced reporting, operational quotas, secure video hosting, piping and masking, email invites and advanced customization.


When you click “Create”, you are presented with a few options to choose from:

  • (E) Custom Survey: Here is where you can build your survey questionnaire using QuickSurveys. First, you will need to (H) select your audience (read this post for help with that)
  • (F) Automated Survey: Otherwise known as the PowerSuite: This is a collection of fully-automated insight solutions designed to guide you from ideation to understanding in just hours. These options enable you to conduct package, concept, shelf, positioning and attitudinal studies through intuitive solutions. More information here.
  • (G) Create Community: This allows you to use QuickCommunities, a revolutionary DIY solution enabling you to create a highly-engaging, branded, an online community in minutes, then recruit your precisely targeted audience from the global Toluna community (or from any survey) — all in real-time. More information QuickCommunities here.

(D) Your name with a drop down includes these:

  • Your credit balance: This is the number of credits you currently have in your account.
  • Add credits: Is your credit balance low? Click this button to add more to your account so you can launch a survey.
  • Account: This page gives you all the information you need about your profile including your transactions, current balance, and account details. To edit your account details, click on the pencil icon in the top right of that section. You can also buy more credits on this page.
  • Sign out: This is where you can sign out of your account.

Under the main dashboard header, is a subheader where you can view all your projects within the 3 categories: Surveys, PowerSuite, and Communities.

  • (I) Surveys: All your current and past surveys will display here in reverse chronological order according to date.
  • (J) PowerSuite: All PowerSuite projects will display here in reverse chronological order according to date. Under each project name, will be the solution such as “PowerConcept” or “PowerPack“.
  • (K) Communities: All your QuickCommunities will display here in reverse chronological order according to date.
  • (L) Search box: Enter words to search for your survey name here

Within each category dashboard, you have another sub-header with labels that can be used to sort all your projects.

  • (M) Status: You will either see “Closed” “Pending” “Paused” or “Open” here, indicating the status of your survey.
  • (N) Name: This is where you’ll see the name of your survey in the large, bold text, and underneath in gray, smaller text is your internal survey name. You can search for these terms in the search box.
  • (O) Total Respondents: This number indicates the total number of respondents that started the survey. Respondents can come from all sample sources including Toluna’s sample, your own sample, and quota fulls.
  • (P) Paid Respondents: This shows the number of Toluna participants you paid for via AskToluna or AskToluna Pro.
  • (Q) Reports: Here you’ll see two icons. The bar graph will take you to your report. The arrow will upgrade your account to premium.
  • (R) Created: This is the date that you first created your survey. The star icon indicated how many credits were used for the survey.
  • (S) Country: This is the country that you targeted your survey to. If you send to your own list, this will be marked “Global”.

By clicking on the text, or the arrow next to each article, you can reorder alphabetically or by date.


Need more instruction? Navigate back to the main page, and select your category.

Don’t have time to become a survey pro? Enlist ours.

Upgrade your account to Premium.

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Using Reverse Masking

Helpful posts:

For those new to the terminology, piping is used to transfer answers between a source question and a target question, where selected answers in the source question will be added to the question text of the target questionMasking is then used to transfer answers between a source question and a target question, where selected answers in the source question will be added as answer options in the target question. Refer to this post if you need more basics on piping and masking.

Reverse masking will carry forward answers that are NOT selected in a question to then appear as the answers in a subsequent question. In this post, we will show you how to use the reverse masking function.

When would I use this? Reverse masking is a great way to gather more metrics on choices that were not selected. A common application would be for a “Brand Awareness” question – If you ask in the first question “Which of these brands have you purchased in the past 6 months”, the respondent may choose 3 out of 6 choices. For the 3 choices the respondent DID NOT choose, you can use reverse masking to mask those answers into a subsequent question asking “Thinking of the brands you have not purchased in the past 6 months, which of these brands have you heard of?”. For this example, you can then gather data on respondents that have purchased and have no purchased but recognize certain brands, as well as gather information on which brands are not as recognizable.

Here is how you would program this in QuickSurveys:

Enter Question 1 and then Question 2 on different pages.

On Question 2, go to the Piping and Masking feature.


Click on ‘REVERSE MASKING’. Select Question 1.

Now answers that are NOT selected in Question 1 will automatically pipe into Question 2.

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Need more instruction? Navigate back to the main page, and select your category.

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Naming Your Survey

Naming your survey is a very simple task, but we have some suggestions on how you can optimize it within QuickSurveys.

When you are building your survey, there are two places to fill in a survey name: Survey Title and Internal Survey Name. Let’s go through each one:

The Survey Title is the one that will be seen by respondents.

As a general rule, we recommend you keep the main survey title to a few words, and very generic. If you are running a survey about avocados, and only wish to have those who like avocados take this survey, you will not want to give away the subject of the survey in the title. This creates a bias and can invite unwanted or false responses. Instead, we recommend you name the survey “Food”. You can use a filter when building your questionnaire to screen out those who don’t like avocados.

The internal survey name is useful for getting organized. You can fill in this section with anything because the respondents will not see this. For example, maybe you want to run the same survey named “Food”, with 6 different audiences. You can use the internal survey name feature to get more detailed and organized so you can spot the differences easier:

  • Food_Survey_1_Women18-25
  • Food_Survey_1_Women26-45
  • Food_Survey_1_Women55+
  • Food_Survey_1_Men18-25
  • Food_Survey_1_Men26-45
  • Food_Survey_1_Men55+

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Need more instruction? Navigate back to the main page, and select your category.

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Running Incidence Checks

Did you know that you can run incidence checks within QuickSurveys? An incidence check is the rate of occurrence of a stated event within a given population and usually requires a quick, one-question survey. For example, You might run a one-question survey to see the incidence of pickup truck owners in the USA.

Here a few reasons why running an incidence check with QuickSurveys can be helpful:

1.  Get a read on your audience before running a larger study. Running an incidence check will get you a read on important information you’ll need for a larger survey. For example, if you’re running a larger study and know you need 500 completed interviews, an incidence check allows you to know  that you’ll have about 50% screenouts before launching the actual study. Once you run the larger study, you can appropriately sample for this, rather than guessing and having to add more sample later.

2.  Save time and money. Fielding an incidence check can save time and money by providing valuable insights when dealing with certain respondent criteria and/or low incidence samples. In the case for pickup truck owners, you will save money by eliminating the need to oversample when it comes time to launch the actual study. You will also be able to determine how niche or prevalent your audience is among your target population.

3. Reveal attitudes and behaviors: Incidence checks can boost a study by revealing attitudes and behaviors that warrant additional analysis, which may not have been considered prior. QuickSurveys has a real-time reporting dashboard that shows you demographic information. In the example of pickup truck owners, you can view your data by gender to see that males are more prevalent than females in this audience, or even analyze by region. This detailed information may positively impact how you want to sample within your actual study.

4.  Unmatched speed. QuickSurvey is capable of obtaining up to 2,000 respondents in 24 hours or with our panel of Toluna Influencers.  As mentioned in the previous point, the data is shown in real time within the reporting dashboard and can be viewed from anywhere on any device. Incidence check surveys can be done very quickly which is helpful if you wish to launch the larger study on a tight deadline.

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Need more instruction? Navigate back to the main page, and select your category.

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Duplicating A Survey

Want to run your survey a second time? You can do this so easily within the QuickSurveys dashboard, and save time not having to script the survey from scratch again by simply duplicating it. Here’s how to do this:

Hover over the three dots on the right side of where your survey is in the dashboard. This will expose a drop-down illustrated by three vertical dots on the right-hand side.

Select “Duplicate“.

Once you select this, you can select your audience (either AskToluna, AskTolunaPro or My Own Audience) and a copy of your survey, including content and any logic will appear at the top of your dashboard, and you will be all set!

Surveys can be duplicated no matter the field status, allowing you to clone closed surveys, live surveys, or even pending surveys, providing for a “template” to be scripted once and used several times over.

_______________________________________________________________________

Need more instruction? Navigate back to the main page, and select your category.

Don’t have time to become a survey pro? Enlist ours.

Upgrade your account to Premium

Read More