40
SURVEY ANALYTICS EDUCATION HOUR August 2013 Wednesday, August 28, 13

Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

Embed Size (px)

DESCRIPTION

The new user interface was launched in the summer of 2013 and Survey Analytics VP of Client Services Esther LaVielle presented a special Education Hour to demonstrate even more of the new enhancements and shortcuts available to you now in Survey Analytics 2.0. To mention a couple, you will see items such as navigation hotkey shortcuts and new and faster ways to add/edit survey questions. New items are also available for rank order questions, language translation tools for multilingual surveys, panel management and more. Alongside what's new, we want to make sure that you are comfortable using the new interface and go over the basics to make sure you remain efficient during this change. This is the replay of our Education Hour that aired on Wednesday August 28, 2013 at 1PM EST/10AM PST on Cutting Edge Tools and Enhancements.

Citation preview

Page 1: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

SURVEY ANALYTICS EDUCATION HOURAugust 2013

Wednesday, August 28, 13

Page 2: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

AGENDA

• Cutting Edge Tools & Enhancements Survey Analytics

• Panel Management Enhancements

• Live Demo

• Q & A

Wednesday, August 28, 13

Page 3: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

NAVIGATION HOT KEYSGet to items faster in your Survey Analytics account with these shortcuts!

Wednesday, August 28, 13

Page 4: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

WHAT ARE NAVIGATION HOT KEYS?

• Navigation hot keys are a lowercase letter or letter(s) you type in to quickly navigate you to the areas in your account you use the most

• Navigation hot keys will display when you hover over items on the top navigation

• Also navigate to “Edit Survey” side panel navigation with hot keys

Wednesday, August 28, 13

Page 5: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

TOP NAVIGATION HOT KEYS

Surveys s

Edit Survey ea

Send Survey d

Reports r

Mobile m

Integration i

Analytics a

Panels p

Wednesday, August 28, 13

Page 6: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

EDIT SURVEY NAVIGATION HOT KEYS

Add/Edit Questions ea

Survey Overview eo

Settings ed

Security es

Email Notification en

Variable Mapping ev

Library el

MediaBunker em

Wednesday, August 28, 13

Page 7: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

ADD/EDIT QUESTION ENHANCEMENTS

Wednesday, August 28, 13

Page 8: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

ADD QUESTION TO SURVEY

• We made it easy and faster to add and edit questions

• Recatagorized standard & advanced question types, and easier access to question library

• Increase survey programming efficiency and user experience

Wednesday, August 28, 13

Page 9: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

*Cool New Stuff*QUESTION TO SURVEY SET UP

1. Click on “+” to add question

2. Scroll to preview template & select

3. Add question and answer options to template & save

4. Edit on the fly: click on saved template to edit

Wednesday, August 28, 13

Page 10: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

*Cool New Stuff*QUESTION TO SURVEY SET UP

1. Click on “+” to add question

2. Scroll to preview template & select

3. Add question and answer options to template & save

4. Edit on the fly: click on saved template to edit

Wednesday, August 28, 13

Page 11: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

*Cool New Stuff*QUESTION TO SURVEY SET UP

1. Click on “+” to add question

2. Scroll to preview template & select

3. Add question and answer options to template & save

4. Edit on the fly: click on saved template to edit

Wednesday, August 28, 13

Page 12: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

*Cool New Stuff*QUESTION TO SURVEY SET UP

1. Click on “+” to add question

2. Scroll to preview template & select

3. Add question and answer options to template & save

4. Edit on the fly: click on saved template to edit

Wednesday, August 28, 13

Page 13: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

SURVEY INFOGRAPHICSMaking interactive InfoGraphics from your survey results is simple.

Wednesday, August 28, 13

Page 14: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

INFOGRAPHICS

• Make your research interactive and easier to understand!

• Presentation ready and easy to share graphics of survey results in real time

• Increase brand awareness with compelling and attractive facts, figures and stats

Wednesday, August 28, 13

Page 15: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

INFOGRAPHICS FROM SURVEY RESULTS

• Real time survey data InfoGraphics can be generated and shared in seconds

• You can customize and add your branding to survey InfoGraphics

• Choose which questions from the survey you wish to display

Wednesday, August 28, 13

Page 16: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

INFOGRAPHICS IN SECONDS

Step 1: Under the Surveys tab, select the survey you would like to use for your InfoGraphic

Step 2: Select Reports in Survey Analytics main navigation

Step 3: Select InfoGraphic under Online Tools in left navigation panel

Wednesday, August 28, 13

Page 17: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

SHARE YOUR INFOGRAPHIC

4 Ways to Share InfoGraphics

1. Share using the provided link

2. Download InfoGraphic as a PDF

3. Share to Facebook, Twitter or Linkedin

4. Use a QR Code for mobile scanning

Wednesday, August 28, 13

Page 18: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

IMPORT TRANSLATIONSSet up multilingual surveys faster with our new import language tool

Wednesday, August 28, 13

Page 19: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

*Cool New Stuff*IMPORT SURVEY TRANSLATIONS1. Go to Settings >> Language, Pick languages you plan to import translations to.

2. Download Import Template

3. Fill out Template with translation(s).

4. Import File

5. Audit by going back to Languages and select language type.

Wednesday, August 28, 13

Page 20: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

*Cool New Stuff*IMPORT SURVEY TRANSLATIONS1. Go to Settings >> Language, Pick languages you plan to import translations to.

2. Download Import Template

3. Fill out Template with translation(s).

4. Import File

5. Audit by going back to Languages and select language type.

Wednesday, August 28, 13

Page 21: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

*Cool New Stuff*IMPORT SURVEY TRANSLATIONS1. Go to Settings >> Language, Pick languages you plan to import translations to.

2. Download Import Template

3. Fill out Template with translation(s).

4. Import File

5. Audit by going back to Languages and select language type.

Wednesday, August 28, 13

Page 22: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

*Cool New Stuff*IMPORT SURVEY TRANSLATIONS1. Go to Settings >> Language, Pick languages you plan to import translations to.

2. Download Import Template

3. Fill out Template with translation(s).

4. Import File

5. Audit by going back to Languages and select language type.

Wednesday, August 28, 13

Page 23: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

*Cool New Stuff*IMPORT SURVEY TRANSLATIONS1. Go to Settings >> Language, Pick languages you plan to import translations to.

2. Download Import Template

3. Fill out Template with translation(s).

4. Import File

5. Audit by going back to Languages and select language type.

Wednesday, August 28, 13

Page 24: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

RANK ORDER ENHANCEMENTEnhanced Survey Creation and User Experience for Rank Order

Wednesday, August 28, 13

Page 25: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

*Cool New Stuff*RANK ORDER

1. Select Rank Order Template

2. Add Question and Answer Options

3. Preview to review: Drop-down answer option

Wednesday, August 28, 13

Page 26: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

*Cool New Stuff*RANK ORDER

1. Select Rank Order Template

2. Add Question and Answer Options

3. Preview to review: Drop-down answer option

Wednesday, August 28, 13

Page 27: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

DYNAMIC LOOKUP KEY SEARCHInstead of displaying the whole list, respondents can type in their answers & options from

the list will show up to select answer options.

Wednesday, August 28, 13

Page 28: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

*Cool New Stuff*DYNAMIC LOOKUP TABLE KEY SEARCH

1. Select Dynamic Lookup Table Template

2. Add Question and Answer Options

3. Select: Keyword Search

4. Save Question

5. Preview and Test

Wednesday, August 28, 13

Page 29: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

*Cool New Stuff*DYNAMIC LOOKUP TABLE KEY SEARCH

1. Select Dynamic Lookup Table Template

2. Add Question and Answer Options

3. Select: Keyword Search

4. Save Question

5. Preview and Test

Wednesday, August 28, 13

Page 30: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

REPORT ENHANCEMENTSData Visualization Options Available On Cross Tabulation

Wednesday, August 28, 13

Page 31: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

*Cool New Stuff*CROSS TABULATIONS

1. Reports >> Cross Tabulation

2. Select Questions for Tabulation

3. Select Output Type: Excel/PDF & Display Options: Bar or Column Chart

4. Download and review output

Wednesday, August 28, 13

Page 32: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

*Cool New Stuff*CROSS TABULATIONS

1. Reports >> Cross Tabulation

2. Select Questions for Tabulation

3. Select Output Type: Excel/PDF & Display Options: Bar or Column Chart

4. Download and review output

Wednesday, August 28, 13

Page 33: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

PANEL ENHANCEMENTSNew Capabilities added to our panel tool

Wednesday, August 28, 13

Page 34: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

*Cool New Stuff*

!!

PANEL: SUB PANEL STAGGER

1.We have enhanced the sampling feature by adding the capability to use sub-set of your sample for deployment (by implementing stagger selection)

2. Now through “Deploy to Sub-sample” we can send invitation to the stagger Sample (Sub-sample).

Wednesday, August 28, 13

Page 35: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

*Cool New Stuff*

!!

PANEL: SUB PANEL STAGGER

1.We have enhanced the sampling feature by adding the capability to use sub-set of your sample for deployment (by implementing stagger selection)

2. Now through “Deploy to Sub-sample” we can send invitation to the stagger Sample (Sub-sample).

Wednesday, August 28, 13

Page 36: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

*Cool New Stuff*

!!

PANEL: SUB PANEL STAGGER

1.We have enhanced the sampling feature by adding the capability to use sub-set of your sample for deployment (by implementing stagger selection)

2. Now through “Deploy to Sub-sample” we can send invitation to the stagger Sample (Sub-sample).

Wednesday, August 28, 13

Page 37: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

*Cool New Stuff*PANEL: SAMPLE BALANCINGUse the Sample Balancing Tool to adjust the sample of your panel to match the population response rate.

Step 1: Add Sample Balancer. Provide a name to the balancer. Type in the total response size that is required. Select the balancing parameters from the list. Click on Add Sample Balance.

Step 2: Type in the percentage combinations that you are looking for. Ensure that the numbers under each paramter total to 100. Click on 'Add Sample Balancer'

Step 3: Review output of sample balancer

Step 4: If it’s to your liking, send out panel invitation

Wednesday, August 28, 13

Page 38: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

*Cool New Stuff*PANEL: SAMPLE BALANCINGUse the Sample Balancing Tool to adjust the sample of your panel to match the population response rate.

Step 1: Add Sample Balancer. Provide a name to the balancer. Type in the total response size that is required. Select the balancing parameters from the list. Click on Add Sample Balance.

Step 2: Type in the percentage combinations that you are looking for. Ensure that the numbers under each paramter total to 100. Click on 'Add Sample Balancer'

Step 3: Review output of sample balancer

Step 4: If it’s to your liking, send out panel invitation

Wednesday, August 28, 13

Page 39: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

*Cool New Stuff*PANEL: SAMPLE BALANCINGUse the Sample Balancing Tool to adjust the sample of your panel to match the population response rate.

Step 1: Add Sample Balancer. Provide a name to the balancer. Type in the total response size that is required. Select the balancing parameters from the list. Click on Add Sample Balance.

Step 2: Type in the percentage combinations that you are looking for. Ensure that the numbers under each paramter total to 100. Click on 'Add Sample Balancer'

Step 3: Review output of sample balancer

Step 4: If it’s to your liking, send out panel invitation

Wednesday, August 28, 13

Page 40: Survey Analytics Education Hour: Cutting Edge Tools and Enhancements

Thank you for joining us today!

Contact: Esther [email protected]

24 hour Chat &Email Support: http://www.surveyanalytics.com/help

Q & A

Wednesday, August 28, 13