The advanced options allow you to reach out to respondents in a smarter way.
Invite colleagues to review your survey before you publish. Review makes collaborative survey creation easy.
Review is a collaboration feature wherein the reviewer can communicate with you by posting comments. These comments can be viewed and replied to by all the reviewers you invite and yourself. As an example, please see image
Collaboration happens in real time where reviewers comments can be seen and replied to for all questions on your survey.
Before you hit publish, invite collaborators to provide feedback on the survey.
The shared user along with the author (you) have access to the survey and analytics when you share the survey.
To add a collaborator to your survey:
The 'Transfer Surveys' feature lets you send a 'Copy' of your survey or 'Move' your survey and reports to another account or portal.
1. You can find the 'Transfer Survey' option under the 'Advanced Options' menu.
2. Here you can find the various options relating to 'Transfer Survey'. You can choose to transfer your survey to another account or another portal.
Note that when you transfer a survey to another account a transfer request will be sent to the account. The transfer will be made only if the request is accepted.
3. There are two types of transfer available:
A Custom Variable stores and passes on additional information to the survey without the need of a response.
It helps you reduce the clutter of including known variables (Email id in this case) in the survey, thus making tracking and reporting easy.
A Custom variable has 3 attributes that lets you add the known variable to the survey.
Mention these attributes in the survey editor, define the variable in the web link and distribute the survey.
Consider a Customer support rating survey, if you wish to collect in-depth information about the respondents. A Custom Variable can be added by the following steps:
Now that you're done with creating your survey, you can set scores for your responses. The scoring feature in Zoho Survey helps weighting the responses by giving a score. The score can be displayed to the respondent at the end of the survey, or you can also set to send the score as an email. You can assign scores for various types of questions such as matrix choice, multiple choice, and more. However, ranking, rating scale, star rating, rating scale (matrix choice), matrix star rating, calendar box, demographic, full name textbox, file upload, and heading/descriptive text question types do not support scoring.
To assign scoring or weighting for your survey
You can also set a scoring logic in the Settings section. This helps in customizing the end page of the survey based on each respondent's score. To know more on customizing end pages, click here.
To assign scoring logic
You can display the survey scores on your custom end pages too. With this feature, you can now add the score percentage, user score, and total score to your survey end pages.
To display the score on your custom end pages
With Zoho Survey's scoring feature, you can add user score, total score, and the score percentage in an email notification trigger.
To set email trigger for your scores
Note: In the Scoring Logic section, you can also choose to send your score as mark or percentage.
Set end pages based on your respondents' score. The reports are displayed to the admin with details of total score, page total and score for each question.
If you have chosen Respondent's Response in the Scoring logic section, on submitting the survey, you are redirected to the Reports page with the survey results and individual scores displayed. It gives a clear idea on the response start and completion time, and the IP address of the respondent.
Email trigger allows you to send automatic email notifications to the survey author or to respondents on survey completion and/or whenever a specific condition has been met.
It eliminates the need to check the respondents' analytics every time.
Watch the video below to learn how to set up an Email trigger for your survey.
Follow these steps to set up an Email trigger.
Inserting a variable into the e mail trigger is possible only if the 'Piping' feature is available in your current pricing plan.
Now, all your surveys need to be created once and translated in different languages. The auto-translation is completed by the Google Translate web service. The languages in which the survey has been translated will be displayed on your published survey and participants can select the language of their choice.
For languages in which the script is written in right to left (for example in Arabic), the survey automatically updates itself to present to it as such. You will never have to use half-measures to receive responses from your audience.
Steps to add translations are detailed below:
This option allows you to print your entire survey in any or all of the languages that the survey is translated in. Surveys can be distributed by hand for responses to be collected offline.
Surveys can be exported to PDF in a single click. You can now have a copy of your survey even when you do not have access to the internet.
You can now tag your surveys and make searching and filtering them much easier. To start off, you need to add the tag. Simply go to the 'Tags' option under the 'Advanced Options' and Add your tags in.
Once the tags are added, you can activate or de-activate them by simply clicking on the tick mark next to them. Tags once added can be accessed on any survey you create across the Portal.