Toluna Resources

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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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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Overview of the Launch Page in QuickSurveys

After building your survey, it’s time to launch! Let’s go over your all your options you can find on the launch page.

You can edit the title of your survey here by clicking on “Edit”.  You will also get a quick overview of your questions, pages, category and filters here.

Add respondents to your survey: Click on one of the options in this section to add respondents. (Check out our post on sending via email here, as well as the link/redirects option here)

Scheduling your survey: You can launch manually or set a time frame in this section. For more details, read this post.

Targeting your audience: If you did not select the advanced targeting option and are using AskToluna, you can select up to 3 demographics in this section. A window like the one below will pop up. Simply click on each category and adjust however you need.

Limit the number of respondents:  Use this option if you would like to limit or increase the number of respondents that are allowed take your survey. This is most useful if you are sending out via email, social media, or via the link options. A box will pop up to give you the options below. If you are not using Toluna respondents, the default for this limit will be 100 so adjust accordingly.

Exclude previous survey participants: Do you want to run the same, or similar survey but want to make sure respondents from a previous survey are excluded? Click this option on the Launch page, and a window will pop-up with a list of all your surveys. Simply choose the survey(s) you want to exclude and you’re good to go.

Allow multiple responses per device: This feature allows multiple responses per device if you need people to take the survey more than once or if you plan to have respondents answer your survey on a shared device.  This window below will pop up to remind you that you may want to include this information in an introduction so that respondents can participate accordingly.

Upgrading your survey to include advanced reporting and analytics. Click here if you do not have a premium account, and would like access to reporting features such as the ability to create subpopulations, conduct significance testing, upload customized PPT templates for export, and more! For an overview of our analytics and reporting features, read this.

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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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Setting Up Redirects in QuickSurveys

Would you like to send respondents to a certain landing page once they complete the survey? One of our premium features, adding custom end pages, allows you to set up redirect links to send a respondent to one of 3 places:

QuickSurveys Instructions:

Navigate to QuickSurveys launch page. Click on “Link” launch option.

Click on “Set up redirect links

Insert re-direct links for Complete, Screen out and Quota full.

Complete: Insert a link here for redirection for respondents who complete the survey. For example, the respondent took the survey answering questions about your new product, and you would like to send them to a landing page where that product information is displayed.

Screen out: Insert a link here when you want to redirect the respondent who did not qualify for the survey. This could still be a great opportunity to direct them to your site, or just leave this blank.

Quota full: Insert a link here when you want to redirect respondents who qualified for the survey, but did not complete because their quota was full. This could still be a great opportunity to direct them to your site, or just leave this blank. For example:

GID identifier: This allows you to track and carry respondent data by passing these values through the survey link.

NOTES

  • All links inserted must end with &gid=[GID]
  • You should only test the redirects using the QuickSurveys test link.  Data will not be collected within the test link.

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When To Use Alphabetization, Randomization, and Numeric Order in QuickSurveys

Survey pros know the strategies to create a survey that is engaging to the respondent, yet also produces the most accurate and unbiased results. The following strategies are used across the board by survey pros. Read on to find out when to randomize, alphabetize, and use numerical order.

Randomization 

Randomization is one of the best ways to combat some of the downsides of survey research; bias, and speeders (people who complete surveys as quickly as possible). Think of it as shuffling a playlist. When you randomize, you are shuffling the choices so that each respondent sees the list of responses in a different order. This strategy forces the respondent to actually read through all options to select an honest answer, and in addition ensures that bias is spread randomly. When you want to randomize, all you need to do is click on “Randomize Answers” on the top right corner when creating a question.

Randomization is most useful when creating a single choice or grid question. For example: when asking a question about something widely recognized, like a set of popular foods or beverages randomization is very useful.

While randomization is helpful in efforts to remove biases in your data, it is not always applicable, and there are other types of response lists when randomizing is not the best option. For example,  avoid randomization when creating a rating scale question, like frequency or importance (not important, slightly important, very important). You’ll want these options to stay in a logistical order.

Along with rating scales, some other lists that should be given a second thought to when randomizing are:

Extensive Response Lists: Some brands lists, depending on the category, can feature a tremendous amount of item choices. For example, the category “Chocolate Candy Bars” can contain enough items that would make it difficult on respondents who are trying to find and select their favorite among a randomized list. In this case, leaving the list in alphabetical order is best.

Chronological Style Response Lists: Similar to scales, some response options that are also best left unrandomized are lists that have a chronological order or flow to the different selections. While we tend to see these more commonly in demographic questions such as “How old are you?” which may contain age ranges such as “18-25” and so on, it is also best to not randomize response lists that appear in questions such as “What time of day would you use this product?” that include response options such as “As soon as I wake up” and “The middle of my day” among other options.

Alphabetization

Essentially, alphabetizing provides an organized display of answer options that can reduce confusion for participants. Alphabetization is an additional way to keep choices unbiased as well. Use alphabetization when you have a list of brand names, or a list of options twice “Target Brand Art Supplies, Target Brand Soap, Target Brand Toilet Paper.”  See how visually pleasing alphabetization can be:

Numerical Order

Response options in numerical order have a number of important uses in survey research. Use numerical order when asking the respondent to write an exact number.

Another use for numerical order is for a ranking question. If you want your respondents to rank or compare a number of items from their most to least favorites (for example: Please rank the following types of soda from 1-5, #1 being your favorite).

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Top 5 Tips for Survey Beginners

You don’t need a college degree to create a survey that will produce the most accurate and unbiased results. Below are some tips to help you create a professional survey in minutes.

  1. Avoid Using “Yes or No” Questions: Get the most of your survey questionnaire by using a choice question that will give you more data than a simple “yes or no”.  Frequent survey takers know to answer yes or no based on the context of the question to keep them in the survey, producing inaccurate results. Providing answers in a choice question for the respondent is a more effective way to produce informative and detailed results.
  2. Use at Least 5 Answers in a Single/Multiple Choice Question: When providing less than 5 answers in a multiple-choice question, you run the risk of bias. Frequent survey takers are can take educated guesses to which is the “correct” answer to get them through the survey. To avoid these situations, provide many answers so that the respondent must take the time to think and answer the question accordingly.
  3. Use Randomization Whenever Possible: Randomization shuffles answers within questions for better data quality. A survey pro would use this whenever possible in multiple choice questions, matrices, rating, and ranking questions. This strategy helps avoid straight line responses and requires the respondent to pay attention. For a comprehensive lesson on randomization, see this detailed post.
  4. Avoid Using Open-Ended Questions: Yes, open-ended questions are easy to ask, but respondents aren’t usually willing to answer these in detail nor are their answers clear. If you need to use open-ended questions, only use 2 maximum, and direct the respondent to use 1-2 words in the response, or limit the answer character amount to 25.
  5. Use a Variety of Question Types: Avoid respondent fatigue, and keep them engaged by using a variety of question types. Try a rating scale, ranking, or a battle question. Admit it, multiple choice question after multiple choice question is hard to read after a while, and quite frankly, dull. Find creative ways to ask your question, and improve data quality. For a list of all question types and uses, see this post.

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Hide the Back Button and Survey Title

The Hide Back Button option removes the ability for respondents to navigate backward to previous survey pages, prohibiting them from editing their responses.

The Hide Survey Title option will prohibit respondents from ever seeing the title of your survey.

Both features are free to use for all QuickSurveys users and can be found using the steps below!

Why do you need it?

Hiding the ‘Back’ button or Survey Title is another way to customize your survey to help reduce respondent bias throughout the survey experience. More specifically, hiding the ‘Back’ button enables the capture of the respondents’ initial reactions/responses, thereby reducing bias. The same goes for hiding a Survey Title; in some cases, if a respondent knows the title, they may then know the survey subject, and be more likely to select answers that advance them through the survey to receive the maximum incentive. 

How do I access these features?

1. Log into your account, and select Create , then Custom Survey in the top header.

2. Once on the Define page, click on Customize Survey:

3. You’ll then be able to see the options to Hide Back button and Hide Survey Title in the bottom right of the screen. Simply select the features you’d like to apply to your survey.

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10 Market Research Terms to Know

You don’t need to be a pro to use QuickSurveys. There are, however, some key market research terms that are helpful to know before creating a survey for the first time.

Below are the 10 most common terms you’ll come across when creating a survey or conducting market research.

Completes – The number of completed surveys. This does NOT include screenouts.

Feasibility – The likelihood that a particular sample request can be met using the available resources.

Incidence -The number of respondents who qualify for a survey based on targeting options.

Panel – A market research panel is a group of recruited survey respondents who have agreed to take part in surveys and have shared a substantial amount of information about themselves to be used for sample selection. For example, Toluna.com (otherwise known as AskToluna) is Toluna’s proprietary global panel of millions of highly engagement consumers who are ready to answer your surveys!

Respondent – The individual who is taking the survey.

Response Fatigue – This is when a respondent is reluctant to continue their participation in a project. This typically occurs towards the end of a project and can lead to invalid responses. For this purpose, QuickSurveys limits the number of questions per survey to 35.

Representative Sample – A sample that contains units in the same proportion as the population of interest.

Sample – A subset of a population from which data is collected to be used in estimating parameters of the total population.

Screenout – When a potential respondent does not meet the specific demographic or usage criteria to take the survey.

Weighting – When a response from an individual (or all) subgroups are assigned statistical weights. This is best when looking to see what the importance of one subgroup is within the population of interest.

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