Toluna Resources

Launch & Close Surveys Automatically

Did you know that you can set up a survey to start and launch automatically? Perhaps you have to launch to an audience in another time zone and you’ll be sleeping at that time. This feature is going to be useful for you.

View the video below, or read the post:

After you’ve targeted your audience, and built your questionnaire, it’s time to head over to the launch page.

On the Launch page, in the top right, you’ll see “Start” and “End”.

Just click on each to select the month, day, hour and even minute. The end date must be at some point in the future.

Once you’re scheduled your survey, click launch and the survey will launch when you have set the schedule.

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Organizing Your Survey

QuickSurveys makes it easy for you to organize your survey by editing, removing, randomizing and moving questions in the Build portion of the tool. This post will take you through step-by-step, or you can view this video:

To edit your questionnaire within the Build portion of your survey. Simply click on “organize” on the top right of the tool

In the Organize page you have several options:

On the top, you’ll see you are able to randomize all the pages, or all of the questions.

You can also move pages or questions:

To delete a page or question, click here

To hide a question from this page view click the arrow button here

If you want to show that question again, just click on that page.

To randomize questions on a page choose this

To randomize the pages, click this

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New Enhancements to Images and Videos

We are pleased to announce that we’ve made some enhancements to images and videos within the QuickSurveys platform. Overall these enhancements give the user more options, and the respondent a better user experience. See full list of enhancements below:

Videos:

  • Dynamic Watermarking – For advanced protection, a dynamic watermark that is specific to each respondent, can now be enabled to uploaded videos.
  • Watch to End – Respondents can now be required to watch a video in its entirety before continuing within the survey.
  • Upload Video (premium feature) – Videos can now be uploaded to survey questions. This is available with a premium subscription (details on the premium subscription here).

Images:

  • Resizing – Images will keep proportions after upload and resizing.
  • Enhanced Zoom – Respondents now have an optimized zoom feature to better view images throughout surveys.
  • Show/Hide Image Label Text – Image label text and answer text can now be hidden to just show the images themselves.

How do I access these features?   You can access these features when uploading videos and images to in the QuickSurvey platform.

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Determining Feasibility with Advanced Targeting (AskToluna Pro)

There are 3 audience selections that you can make with QuickSurveys:  AskToluna, AskToluna Pro which is our advanced targeting option or sending out to your own audience. If you have selected AskToluna Pro, this post is for you. Alternatively, you can watch this video:

Once you’ve chosen your targets, defined your quotas, it’s best practice to check feasibility. QuickSurveys makes it simple and easy for you to do this. Once you define your quotas click on “calculate” to determine if the targets you have chosen are feasible.

Green bars indicate that targets are feasible. In this case, we are good to go.

Here’s an example of how a target looks when it is NOT feasible.

If you hit the calculate button, and your targets are NOT feasible, they will be highlighted in red and you will see the number of possible respondents for each. You will need to adjust or expand your target filters and ranges until you achieve feasibility.

Once you do achieve feasibility which are displayed by the green bars, you click Continue to finish building your survey in QuickSurveys.

Continue on to create your questionnaire!

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Defining Quotas with Advanced Targeting (AskToluna Pro)

There are 3 audience selections that you can make with QuickSurveys: AskToluna , AskToluna Pro which is our advanced targeting option, or sending out to your own audience. If you have selected AskToluna Pro, this post is for you. Alternatively, you can watch this video:

In the Creating A Survey with Advanced Targeting post, we showed you how to select and customize your target ranges. Once you select your targets, you will then be prompted to define the quotas you want for each of your targets.

There are 3 ways you can define your quotas for each target range:

A.  You can input the number of respondents you want in each target range. Make sure the total across ranges equals your total targeted number of respondents.

B. Secondly, you can input the percentage % of total respondents you would like for each target range. Make sure the total across ranges equals 100%

C. Lastly, you can click into one of the boxes to reveal a blue magic wand. click on the wand to evenly distribute the total respondents into the target ranges

When finished, click Calculate at the bottom of the screen to ensure that the targets you have set are feasible.

Continue on to create your questionnaire!

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Creating a Survey with Advanced Targeting (AskToluna Pro)

There are 3 audience selections that you can make with QuickSurveys: AskToluna , AskToluna Pro which is our advanced targeting option, or sending out to your own audience. This post will take you step-by-step to create a survey with AskToluna Pro, our advanced targeting option. You can read this post, or view the video below:

From the QuickSurveys Home Page, Click on Create, then Custom Survey, then AskToluna Pro.

Go through the Define page to name your survey, select a category and customize if necessary

Continue onto the next page by clicking on Target Respondents

Start by selecting the Country you want to target, and adding the number of respondents your survey requires. The number of respondents represents the number of “starts” rather than completes. You must at least have 100 respondents. You can also enter the amount of questions you’ll be using if you’d like to determine pricing but this is optional and will update based on the build page of your survey.

Next is picking your demographic and profiling categories, located on the left side as drop-down menus. Use the scroll bar or search feature to find your target categories.

You can click and drag your targets over to the box on the right entitled “add a targeted quota here”. For example, here’s what you can do with Age

You’ll see that within each target, we offer predefined ranges or customized ranges. You can select or un-select your desired ranges.

You can also merge or split ranges to build customized ranges

Lastly, you can define custom ranges by typing in your desired ranges here

Lastly, click apply. A summary of your selected ranges will be shown on the screen. Once you are satisfied continue to build your questionnaire.

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Find QuickSurveys How-To Videos Here

Need some help seeing how a certain feature works in QuickSurveys? Consult our QuickSurveys how-to videos!

  • Go right through the playlist here

 

 

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Premium Features in QuickSurveys

As you wander around the QuickSurveys tool, you might notice a little diamond icon next to some of the features within the platform. This diamond indicates that this is a premium feature, included when you upgrade your account to a subscription.

WHERE CAN I FIND THIS?  https://www.quicksurveys.com/premiumplan

WHAT IS IT?   You get all standard free features plus all of these:

Piping & Masking:

    • How to use it: Refer to this post
    • Why you need it:
        • For those of you new to the terminology, piping is used to transfer data 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 used to transfer data 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.
      • These features offer more ways to customize the survey experience for your respondents! It makes it easy for respondents to answer follow-up questions based on answer selections they’ve made by reminding them of what those answers were. This way, only relevant information is displayed.
      • Use Masking with More Question Types:  You can now mask from Matrix, Rating, and Ranking Questions (previously you could only mask from Choice and Tile questions). and also users can mask TO Choice, Tile, Matrix, Rating and Ranking questions.
      • Chained masking – Have multiple masking rules for one question: Users can set up multiple masking rules for each question they choose to mask with.  Previously, users were unable to have more than one rule associated with each question. When attempting to mask an answer list from Q1 into Q2 into Q3, an error message would appear when trying to mask a rule on Q3. This is no longer the case, so mask away!
    • Takeaway:  Customize the survey experience for respondents, making it easy for them to answer questions based on their previous answer selections.
    • Example:
            • Piping: You ask the multiple choice question “Which of the following electronic devices do you own?” and you want to pipe in their answers into the next question “You mentioned you own ___. How often do you use your ___”
            • Masking: You ask a multiple choice question, “You mentioned you purchased the following in the last 6 months. Which of these items did you most recently purchase?” . You can mask the answers into this question from another page.

Secure Video Hosting:

  • How to use it: Refer to this post
  • Why you need it: Secure video hosting enables users to safely upload video to their surveys, with the peace of mind that their content is protected and respondents are required to watch each video from beginning to end before proceeding.
  • Takeaway: This feature forces users to watch the entirety of a video, instead of them skimming through the video, as well as securing your video so content is protected.
  • Example: Perhaps you have a 60-second advertisement video that you want respondents to watch. Using secure video hosting will make sure respondents view the ENTIRE video securely before answering questions.

Unlimited Email Invites:

  • How to use it: When on the Launch page, click on the Email icon. A pop-up window will appear where you can upload your list, logo, and email content right there.
  • Why you need it: E-mail your surveys to your own list of contacts right through the QuickSurveys platform. You can send unlimited surveys to unlimited lists. Without the premium feature, you are not able to send your survey to your own list.
  • Example: You are a company with a large email subscription list and want to send this survey to these customers. You will only be able to do this with an upgrade to premium.

Advanced Analytics

  • How to use it: Refer to this post
  • Why you need it: Upgrade your reports for advanced analysis and data visualization options. Create custom subpopulations and cross-tabulations; apply filters and weights; conduct significance testing; upload customized PPT templates for export – and more!
  • TakeawayOur analytics dashboard provides an advanced analysis and visualization tool that empowers you to conduct a more sophisticated analysis of your QuickSurveys data.
  • Example: Sub-populations give you an advantage when you want an in-depth look at your respondents. Many users will cut data for demographics like Females, Age 18-34 or People who live in the Northeast.

Operational Quotas:

  • How to use it: Refer to this post
  • Why you need it: Easily set limits on answer options, ensuring a balanced sample representative of your target audience. Quotas refer to the maximum number of respondents that can answer a specific answer for a specific question.
  • Takeaway: These are used mainly to qualify a number of respondents or percentage of respondents who answer a question a certain way. This does not help with overall targeting.
  • Example: Say you launch a survey about potato chips. One of the multiple choice questions is about snack purchasing habits and you want to make sure that there is a minimum of 30% who “occasionally buy salty snacks” and a minimum of 30% who “always buy salty snacks”.

Custom-End pages

  • How to use it: Refer to this post
  • Why you need it: Custom end-pages give you the option to redirect your own respondents at the end of a survey to a landing page of your choice.
  • Example: You can use custom-end pages to direct respondents to your website once they have completed the survey.

Random Assignment: 

  • How to use it: Refer to this post
  • Why you need it: With Random Assignment, users can easily execute a multitude of studies within QuickSurveys, including concept testing, ad and messaging testing, iterations and more. Users can now test multiple versions of a concept with their target audience and rest assured that any changes observed after comparing the data are due to the concepts themselves — not the characteristics of the audience.
  • Conduct concept tests without bias by randomly displaying blocks of concepts (including text, videos or images) and/or questions.
  • Takeaway: It’s an easy way to get feedback fast on a new product or concept.
  • Example: Use this feature to randomly expose 1 or many concept

Do Not Ask Question/Page:

  • How to use it: Refer to this post
  • Why you need itDo Not Ask is an advanced filter logic that enables users to simply flag questions and/or pages within their survey they do not want to be shown to respondents based on their answers within the survey. What previously required more complex logic programming now only takes a few clicks!
  • Takeaway: Use  the Do Not Ask feature to add conditional logic to your survey without having to spend extra time creating complex filters
  • Example: You have a survey about personal care products and you ask the question in the screenshot below. This question has a list of hair products including “at home hair color”. There is a follow up question on Page 2 “What brand of at-home hair color do you buy?” So you set up a rule for page 1 that says if the respondent didn’t answer “at home hair color” for page 1, then do not ask page 2.

Advanced Customization:

Further customize your question and answer text for Choice Questions, Rating Questions, Matrix Questions, and Ranking Questions with these features:

  • Apply advanced styling to question text such as colors, bolditalic, custom alignment, font size and the separation of question titles in a few lines.
  • Apply basic custom styling to answer texts including the ability to highlight parts of answers as bolditalic and underline, as well as adding HTML code to the answer text
  • Add custom JavaScript to a survey page to enhance questionnaire with ad-hoc logic. (For example, prefill responses with parameters from the survey URL or auto-populate questions based on previous responses. JavaScript is available to add on the Introduction page as well. You can ask support (support@quicksurveys.com) for programming assistance with this if needed.

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Piping & Masking within QuickSurveys

For those of you new to the terminology, piping is used to transfer data 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 question

Masking is then used to transfer data 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.

So why are these features important? They offer more ways to customize the survey experience for your respondents! It makes it easy for respondents to answer follow-up questions based on answer selections they’ve made by reminding them of what those answers were. This way, only relevant information is displayed. 

How to add Piping:

Step 1: Start by opening the page of your survey that contains the question you want to add the piping to, and click the pencil (edit) icon in the top right corner. (NOTE: You cannot add piping to the first page of a survey.)  

Step 2: Once the edit view is open, click ADD PIPE/MASK on the right-hand side under Options to open the feature window.  

Step 3: Next, select the page containing the question you want to pipe answer(s) from, then select the questionIn the example below, page 2 is opened and page 1, question 1 is selected to pipe answers from.  

Step 4: Under Select the connection type, click piping. Once piping is selected, use the text field to insert {pipe} where the answer(s) from your previous source question will be piped into the target question. (shown above) 

Step 5: Once {pipe} is added in its place within the question text, click the Add button to commit the function. 

Step 6: With the pipe/mask window now closed, click the Save option in the lower-right corner of the screen. 

Step 7: Make sure to preview your survey to ensure your pipe is working correctly.

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How to add Masking:

Step 1: Start by opening the page of your survey that contains the question you want to add the masking to, and click the pencil (edit) icon in the top right corner. (NOTE: You cannot add piping to the first page of a survey.)  

Step 2: Once the edit view is open, click ADD PIPE/MASK on the right-hand side under Options to open the feature’s window. 

Step 3: Next, select the page containing the question you want answer selections  to be masked in to, then select the questionIn the example below, page 3 is open and page 1, question 1 are selected.  

Step 4:  Under Select the connection type, click masking and click the Update button to commit the function. 

Step 5: With the pipe/mask window now closed, you’ll now notice the answers from the source question listed in dark grey. This shows that only applicable answer selections will be masked into this question. Click the Save option in the lower-right corner of the screen.  

Step 6: Make sure to preview your survey to ensure your pipe is working correctly. 

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