Survey Resources

Publish

You need to publish the surveys you create to allow others to take your survey. This is a very important step to reach your survey audience. Once published, a link to your survey is created which can be emailed to your contacts or, you can post the link to your web page and on social media sites. There are many ways to distribute the link to your published survey. You can also add restrictions for survey takers and customize your survey close page.

To enable sending surveys to different group of respondents with varied set of settings, use Multiple collectors.

Multiple collector

Multiple collector enables you to customize survey taking experience for different set of respondents.
For example, If you wish to generate a report of the same survey for different age groups, you could employ multiple collector with different settings.

To change these settings, follow these steps:

  1. Go to 'Deploy tab' of your survey editor.
  2. Click on the 'Collector list'
    This is a default setting for your survey.

    If you wish to change the settings for another set of respondents, add a new collector.

    To add a new collector:

  3. Click on 'New Collector' from the drop down.
  4. Name your collector and Click 'Continue'.

You can now change settings of Deploying your survey for this particular collector that you've created.
You can view the responses for the survey that you've collected via setting up multiple collectors in 'Manage Filters' tab of 'Advanced options' of your reports.

Note:

  • Your survey's web link changes if you edit the collector settings.
  • A Survey can be closed only if the collectors that you've created are closed.

Web Link

To send your survey link in an email, copy the web link on the page and paste it in to an email message. The link can also be shared on social media pages.

Domain mapping

Configure your survey's liveform URL by mapping your domain. The Domain Mapping feature enables you to publish the survey from the URL that belongs to your own domain. For example, if your company is XYZ Corp., and my mapping your domain with Zoho Survey, your customers can access your Survey portal at https://survey.xyzcorp/zs/ instead of https://survey.zohopublic.com/zs/.

Steps:

To map your domain, follow the steps mentioned below:

[In your Domain's Admin Portal]

  1. Create a CNAME entry
  2. Map the CNAME entry to customer-survey.zoho.com

IMPORTANT

  • SSL certifiate will be renewed for the CNAME entry pointed during your initial purchase

[In Zoho Survey]

    1. Click Setup
    2. In the Custom Domain section, provide a domain name. eg.,https://survey.xyzcorp.com
    3. Click 'Save'


You have now configured your domain for Zoho Survey.

To send surveys from this particular Domain address, click 'Deploy' and distribute your survey via the Custom domain weblink that is generated here.


Invalid Domain Address

Ensure, that you provide a valid domain address in Zoho Survey. Else, you will be redirected to an invalid domain throwing a 404 error. For example, you could see the error '404' "This Web Page Is Not Available" while accessing Zoho Survey.

SSL Error

Once you map your domain with Zoho Survey, you can encounter an SSL error screen as listed below.

In this case, you must purchase a SSL certificate from Zoho.

Buying SSL Certificate

On mapping your domain, you're required to purchase a Group-SSL certificate from Zoho. The certificate would cost $80/year (over & above your subscription charges).To purchase an SSL certificate, kindly write to us at survey@zohosurvey.com.

Note:

  • SSL certificates purchased from third-party vendors cannot be installed in Zoho Survey.

Embed

Embed survey by using the embed codes seen on the page. The options you can use are as follows. The codes shown in the images are only examples.

  • Paste HTML link

    To paste the link to your survey on your website, copy the HTML code on to your web page or even your social networking page.
  • Display survey on a web page. Use Iframe and Javascript embed codes

Note: To redirect respondents to your facebook page after completion of the survey, you have to make a small change in the iframe embed code. For example,

If your original embed code is:

<iframe src='https://survey.zohopublic.com/zs/peBfYO' frameborder='0' style='height:700px;width:900px;' marginwidth='0' marginheight='0' scrolling='auto'></iframe>

It must be changed to:

<iframe src='https://survey.zohopublic.com/zs/peBfYO?target=top' frameborder='0' style='height:700px;width:900px;' marginwidth='0' marginheight='0' scrolling='auto'></iframe>

 

Display survey as a Pop-up using the Pop-up HTML code

Get your QR code to use in print. Users with a QR scanner on their mobile device can take your survey by scanning the code.

Offline Survey

Offline survey lets you administer survey for the respondents without internet connectivity.
By using an offline survey, you can collect responses from remote locations and upload responses when connected to internet.
Bulk responses from the field can also be collected by administering offline survey.
You can load and administer your survey via PC, laptop, tablet or any other mobile device.

How it works:

Consider a scenario, where you wish to collect responses for a survey from participants of a trade show in a remote location, in this case you can enable offline survey mode and administer an offline survey to the participants and upload the responses after connecting it to the internet.
To enable Offline survey mode for your survey, follow these steps:
Select Offline survey from the distribution page of the survey.

  1. Click 'Enable offline link'
  2. Create a unique offline password for authentication.
  3. A unique offline link is generated, Copy and paste this on the browser of the mobile device to administer the survey.
  4. Click on 'Record a Response'.
  5. Click on 'Record a Response' again to administer survey to multiple respondents. On the same page you will be able to view the number of responses with the time of survey completion.
  6. Connect your device to the internet and click on 'Upload Offline Responses' to upload all the offline responses you received.
  7. Type in the offline password to authenticate the administrator.
  8. View the summary of offline responses in the reports section.

Note:

  • Offline password is mandatory while uploading the responses.
  • Certain thematic web fonts (Ewert --- Oswald) and web URL for images will not be cached in offline mode.

Campaigns

Zoho Surveys is integrated with Zoho campaigns & Mail chimp. Your survey can be linked to your email campaigns on these accounts to be sent to your mailing contacts

 

Visit this link to know how to send your surveys with email campaigns

Embed Surveys on Facebook

Make it easy for your followers on social media to take your surveys. Your surveys can be embedded on your Facebook page in a few simple steps.

Select Social Media from the left-hand menu

Click the Connect with Facebook button

Complete all the steps that follow to set up and authenticate your Facebook account with Zoho Survey

Once your account is set up, a list of your Facebook pages will be shown

Select the page on which you want to embed the survey

Click Save

Find the 'Open Page Tab' link next to the page you have selected and click on it to view the embedded survey on Facebook

To remove your Facebook account, click on the Remove Account button

Restrictions

Having simple restrictions in place will give you the answers you are looking for within a limited time period or from a limited number of respondents.

Cut Off date - Select a date on the calendar to stop receiving responses on your survey.

Max Response Count - Set a response limit by typing out the number of responses you want to receive. The survey is closed once the limit is reached.

Enable Password Protection - Your surveys can be password protected for access to invitees only

Prevent multiple responses - By selecting this option, you restrict the survey from being taken multiple times from a single I.P address i.e you allow only one respondent per I.P.address. You can also select an additional option to allow users to update responses at any time. Enabling this option will let users pause and resume filling in your survey and also allows them to update their responses even after submitting the survey. To do this, select the option Allow users to update responses at any time.

Click Save

Close Survey

Click Close Survey when you want to stop receiving responses on your survey

Upon publishing your survey and distributing the survey link the next step is to analyze the reports you will receive.

 

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