Toluna Resources

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.

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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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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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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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QuickCommunities Live Chat Moderation Functions

Previously, we showed you techniques to optimize your online community engagement pre-launch. In this post, we prepare you on how to use all the functions within the live community via QuickCommunities to engage with your audience in real-time.  Our agile solution includes the following:

Analyze and view your report dashboard by clicking the icon here, located at the top right of the live event.

To create a new topic, click the + button.

Complete information on a new topic, and then click Create Topic

Click the three dots to the right of a topic to edit, remove, pin, schedule or close. You can use the ‘close topic’ option to add all topics ahead of time, and unlock when you are ready for respondents to answer.

  • Pin topics – This feature allows the moderator to “pin” a topic to the top of the discussion board, ensuring that all members see the most important topic first, each time. Moderators can pin multiple topics at a time.
  • Schedule topics This feature allows the moderator to configure a set date and time for which a topic will display to members within the community. Topics can be preconfigured based on the planned discussion and minimize efforts while the community is live.
    • In the event that moderators prefer a more bulletin-board style approach. Members will be exposed to incremental topics without the moderator being online, providing a more ‘hands free” approach to moderating the community.

Tag member in discussion/chat with “@” – This feature allows the moderator to tag a specific member within the discussion.  Moderators can simply use the ‘@’ symbol before the member name to tag a member. This will ensure that the members are able to see their names on a more pronounced scale within the discussion.

The lock represents a closed topic.

To get more information about a participant, hover over their username. To remove them, click on the 3 dots next to their username and then ‘remove user.’

To comment within a topic, add photo or video, type in this box:

To like a response, click on the Thumbs Up icon. Use the Tag feature to organize responses. Only the moderator will see these. Click on the three dots next to a comment to remove the comment.

One to one chat with a participant by double-clicking their username. A new window will open where you can chat with them privately.

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

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8 Simple and Easy Ways to Avoid Survey Fatigue

Survey fatigue is something that both experienced and inexperienced researchers alike battle with. Why? Well according to the National Center for Biotechnology Information, U.S. National Library of Medicine, the average attention span of a human is approximately 8 seconds.

Avoiding fatigue means avoiding invalid data, speeders (those who speed through your survey and select answers without any thought) and dropouts (those who quit your survey before they’ve completed it).

Some key indicators that your survey could cause respondent fatigue can include questions you may be asking yourself, like:

  • Is this survey too long?
  • Are there too many answers in the list for respondents to choose from?
  • Why isn’t my survey filling quotas as quickly as I thought it would?

Here are some tips to avoid survey fatigue:

  1. Ask yourself: Is this question crucial in obtaining the insight I’m looking for? If you can design the survey keeping in mind what data you’re looking for, you won’t ask unnecessary questions.
  2. Orient and welcome the respondent. Create an intro page welcoming the participant, letting them know around how much time this will take, and also how much you appreciate their feedback.
  3. Advanced targeting over screening questions: Adding screener questions sometimes can take a lot of the respondents time, and now that we have the technology to target your precise audience from the get-go, you can jump right into the survey questionnaire, cutting downtime and fatigue. Our advanced targeting offers over 200 demographic and profiling points, which should help eliminate screener questions.
  4. Condensing questions: Use grid and scale questions (like Rating or Matrix/Cross) to ask the same questions among multiple attributes.
  5. Use filter logic: Keep the survey relevant to the respondents and, if possible, use filter logic to skip respondents out of questions that don’t apply to them.
  6. Vary your question types: Try formatting your survey using our wonderful variety of question types. Answering 50 multiple choice questions gets boring and stale. Switch it up to keep the respondent’s mind guessing and also create some fun. You’ll still get your data on the reporting page.
  7. Split a longer survey into multiple shorter surveys. This way, you’re still getting the results you want, but you’re avoiding fatigue.
  8. Preview your survey and take it yourself. If you’re particularly bored or distracted, chances are your respondents will be too! Have a friend or coworker also preview the survey for their opinion.

Next time you create a survey, remember to keep your respondents in mind to avoid fatigue, and in turn avoid invalid data and unhappy respondents!

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

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How to Exclude Previous Respondents from a New Survey

Do you want to run the same, or similar survey but want to make sure respondents from a previous survey are excluded?

You can either watch the video below or read through the post:

This process is very simple in QuickSurveys. Start by creating a new survey or duplicating an old one.

Once you are done editing your questionnaire, on the Launch page you will see a bunch of customization items on the right side, including “exclude previous survey participants

Click on this option and scroll through the list to find the exact survey you want to exclude participants from. Click the checkbox and then Exclude in the bottom right-hand corner of the window.

Note: excluded surveys are not included in the feasibility estimate.

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

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Creating Top and Bottom Boxes for Survey Data Analyzation

Your survey is complete, and now it’s time to analyze the data. One feature that makes the data easier to read for rating questions is the “boxes” feature, otherwise known as top boxes or boxing scores. These boxes are only available for rating/scale questions. Analyzing the top and bottom boxes allow you to summarize the highest and lowest rating points for a better picture. Expert tip: For non-rating questions, if you want to combine answer variables it’s best to use the “nets” function. 

Here’s how you can create these on the QuickSurveys Report page:

When on the reporting page, go to the Analyze drop down menu and select Boxes

Select your Top and Bottom criteria. The image below shows a Top 3 and Bottom 2 setup.

Click on “apply to all.” In the rating questions, you will now see the line of data for Top 3 and Bottom 2. Below illustrates a Data display and a Stacked Bars display.

To remove the boxes you created, hover over the line item in the legend. Icons will appear on the right including the option to Delete or Hide.

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

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Heatmaps in PowerPack

We are excited to introduce “Heatmaps” on PowerPack.

Heatmaps provide a very clear way of understanding, in detail and with greater accuracy, how the concept/pack/image stimulus is capturing consumer attention. It will show which areas grab immediate attention and which appeal/don’t appeal to consumers.

PowerPack has an intuitive wizard where you can create a packaging test within 8 steps. You can find Heatmap on Step 4 under “Options” as well as Step 7 where you can select 4 new packaging statements that ask respondents questions about Like/Dislike, Confusion, New and Different, as well as Believability. See below:

Respondents in the survey will be shown a picture and asked questions about the packaging based on what you selected in the packaging concepts in Step 7.

Results display in real time on an infoboard on the reporting dashboard. The visual representation of data shows values represented as colors, indicating which areas of the stimuli grab immediate attention, and which areas appeal or don’t appeal to the audience.

Try this new feature today!

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

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