Survey Help

Advanced Option

The advanced options allow you to reach out to respondents in a smarter way.

Invite Reviewer

Invite colleagues to review your survey before you publish. Review makes collaboration easy to create important surveys.

  • Under Advanced Options, Click Invite Reviewer
  • Add email addresses of reviewers
  • Set a deadline for response
  • Click send invite

How review works

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

  1. Indicates number of comments
  2. The comment from a reviewer is shown
  3. Type a reply or message in the box
  4. Click Post message

Collaboration happens in real time where reviewers comments can be seen and replied to for all questions on your survey.

Share 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:

  1. Click on Advanced options in the survey editor and select 'Share survey'.
  2. Enter the e mail ids of the collaborators whom, you wish to review your survey.

Custom Variable

A Custom Variable is to store and pass 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.

How it works:

A Custom variable has 3 attributes that lets you add the known variable to the survey.

  • Variable Name - Name of the Custom variable
  • Variable Label - Description about it
  • Variable Type - Type of the variable.

Mention these attributes in the survey editor and 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( for instance, survey source), a Custom Variable can be added by the following steps:

  1. Click on Custom Variable in the Advanced options of the survey editor page.
  2. Define the variable name, label and type in the pop up and save the entry.
  3. Publish the survey and in the URL, define the e mail id . Include this URL https://survey.zohopublic.com/zs/EyDr1E?emailid=weeni@gmail.com into email campaigns (your Mailchimp/ Zoho Campaigns) and forward the survey to respondents.
  4. View the list of respondents along with the URL parameter that you have defined in reports section of your survey.

Note:

  • The Custom variable( i.e., email, gender, name) that has to be appended in the URL must be added after the question mark symbol '?' as in point 3.
  • Any number of custom variables can be added to the URL by differentiating the variables by '&' symbol. For ex: https://Surveylink?var1=[value]&var2=[value2]&var3=[value3].
  • While publishing the survey with any campaign tool, the custom variable can be defined as merge tags corresponding to the campaign tool. For ex: https://surveylink?var=$[merge-tag]. To know more about adding merge tags to your URL, please refer this help document.
  • Choose other variable type like Number, Email id, Text and Choice (for instance: Facebook, Twitter,.) from the drop down menu and add actionable data to your reports.
  • This feature permits about any custom variable name; but there are a few that we already use in our system. The ones we already utilize and are restricted are:
    1. od
    2. m
    3. n
    4. rd
    5. fromservice
    6. target
    7. lang

Email Trigger

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.
An e mail trigger in your survey can help you to reach out to respondents who gave mediocre responses to your questions.

To understand e mail trigger better, let's look at an example.

Scenario 1:

You could add an email trigger to your survey to send an email to your respondents once they submit the answers, thanking them for taking your survey.

To add e mail trigger to your survey:

  1. Click on Advanced Options and select E mail trigger option from the drop down.
  2. Click on Insert Variable in the 'To' field and select the E mail id option.
  3. Add a custom subject line. Eg. 'Thank you for taking the survey'.
  4. Select the 'Name' variable and add a follow up message.
  5. Click on 'Save Trigger'.

Note:

  • Inserting a variable into the e mail trigger is possible only if 'Piping' feature is available in the current pricing plan.

Scenario 2:

If you, as the survey author, wish to be notified at the instance a respondent has given a negative feedback or negative rating, an email trigger could be added to the rating question in particular.
E mail notifications can be sent to the survey author by changing the e mail id variable in the 'To' field and inserting 'All Responses' variable in the message field. To do this, add condition to the e mail trigger by following these steps.

To add condition to your e mail trigger:
If you wish to collect responses from a particular set of respondents, conditions could be added to cut down the data, making it easy for analysis.
Consider the following example-- If you wish to know the ratings of respondents who had rated your support below average i.e., less than 6 stars out of 10. Follow these steps to add conditions to the e mail trigger.

  1. Click on the E mail trigger you have already created and click on 'Add Condition'.
  2. Hover over the condition bar and click on Select Question to choose a question for which you wish to add an e mail trigger. For eg: Select 'Rate our customer support'.
  3. Click on condition bar and set a condition in accordance with the question. For eg: Select 'Less than' from the next drop down and give the star rating that is below average i.e., for instance, 6 out of 10.
  4. Click on 'Save trigger'.

Translate your surveys easily

Now, all your surveys need to just be created just 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 from the options to answer your survey. Steps to add translations are detailed below:

  1. Click on Advanced options
  2. Click Translate
  3. Select a language and click the Translate button
  4. The survey is translated and you can edit the translated text.
  5. To view the original text in English click on View Original
  6. To clear the translation and add your own text click Clear
  7. To save the changes click save

    You can translate your survey to any number of languages provided.
  8. To preview your survey in the translated languages click on the Preview button and select the language to view your survey.
  9. To remove a language, click the x icon against the language.

Print Surveys

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.

  1. Select Advanced options
  2. Move the cursor to Print Survey
  3. Select a language from the drop down
  4. Print Survey

Export Surveys to PDF

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.

  1. Select Advanced Options
  2. Move the cursor to Export as PDF
  3. Select a language from the drop down
  4. Save your survey in PDF format

 

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