in the tool
bar, highlight the image file name and click the Insert
button. Select the Test
Linked Survey action to view the survey
in a new browser window. Close the browser window when you have finished
previewing the survey.The eSurvey Record page contains all information about an eSurvey and appears when you add a new eSurvey or edit an existing one. Your IQ user-id must have access to Security Lock #230 in order to create and modify your own eSurveys and Lock #229 in order to edit eSurveys created by other users. The title of the page shows the eSurvey ID along with the survey name. The record page contains panels that let you enter information about an eSurvey, define the content and appearance of the eSurvey, and view the responses. To access one of the following panels, click the appropriate tab: General, Survey Questions, Survey Cosmetics, Linked Survey, Responses and Change Log.
The General panel contains fields for entry of the survey name and description along with the status, type and owner. Information about the survey usage and questions is also displayed. Note that if the status is Published, access to fields on this panel is restricted so that the information cannot be changed.
Fields on the General panel include: ID, Created, Revised, Name, Description, Status, Type, Owner, Affiliation, Usage and Questions. Information is entered automatically in the ID, Created and Revised date fields and cannot be changed.
Type a name, up to 50 characters, for this eSurvey. This name is displayed in the title of the record page as well as the Search Results page.
This optional field lets you enter information, up to 4,000 characters, about the eSurvey you’re creating. Information entered into this field is displayed in the Description column on the Search Results page. This is a text-entry field, which means you can type and delete text in this field just as in a word processor. You can also spell-check text entered into this field by clicking the spell check icon next to the field.
This field defaults to Draft when you create a new eSurvey. A status of Draft allows you to select the eSurvey in the E-Mail Format panel in a Form Letter record page, however, you must change the status to Publish before the eSurvey can be sent. Note: Your IQ user-id must be granted access to Security Lock #228 in order to change the status to Publish. IQ will check for the following and display a message if any of these conditions exist:
eSurvey does not have any questions.
eSurvey has a question with no field name.
eSurvey has no answers for a question.
eSurvey field names are not unique.
eSurvey has a field name with no question or answers.
eSurvey contains html (i.e. angle brackets < or >) to the left of the equal sign (=) in the answer list.
This field defaults to Embedded (if possible) in the e-mail, which allows the contents of the survey to be displayed inside the e-mail depending on the recipient's e-mail client. If the recipient's e-mail client blocks embedded content, the recipient will still see the survey, however, they will not be able to complete it unless they click the link to open the survey in a new browser window. Select Show a survey image that launches a browser window to display the eSurvey as an image, which will automatically display the eSurvey in a new browser when the recipient clicks anywhere in the image. Optionally, select Always accessed via an e-mail hyperlink, if you do not want to display the contents of the survey in the outgoing e-mail. This option requires all recipients to click a link to open the survey in a new window. When the survey is opened in a new browser window, IQ uses the HTML that you enter on the Linked Survey panel to display the eSurvey.
This field defaults to your IQ user-id. Click the lookup icon if you would like to reassign ownership of this eSurvey to another IQ user.
This field allows you to assign an affiliation code to each person who participates in this eSurvey. You may type the code in this field or click the lookup icon to select from a list of available affiliation codes for your IQ database.
This section of the General panel displays the usage counts for the number of form letters, pending and completed mail records that use this eSurvey along with the number of responses that have been recorded for this survey. In addition, you can click the view link to go to a listing of the form letters or mail records that contain this eSurvey as well as a list of People records that responded to the survey.
If questions have been defined for this eSurvey, IQ displays them here. A complete listing of the questions and their corresponding answers can be found on the Survey Questions panel.
The Survey Questions panel contains the questions and answers for the survey. Each question contains a Field Name, Type, Question and Answer List. You can also select an arrangement for the display of the question and answers. To add a question to the bottom of the list, select the Add Question action. Select the Ins button to insert a new question above the current question. To delete a question, select the Del button located at the end of the question.
Enter a unique field name for the question. The value entered here is stored in your IQ database and will eventually be used by the eSurvey List builder to search for the survey question.
This field defaults to Question over Answer, which will display the values you enter in the Answer List field below the question. Click in this field and select Side by Side if you would like the answer list to be displayed to the right of the question in the eSurvey.
The Type field allows you to control the display of the Answer List field values as either single values (drop-down list or radio button list) or multiple values (checkboxes). In addition, you can identify the answer list values as Affiliation Codes by selecting one of the three options that begin with "Affiliation".
This field allows you to select the number of columns to display the answer list values in the eSurvey.
Type the question that corresponds with the values entered in the Answer List field. You can include HTML format tags for bold <b></b>, underline <u></u> or italic <i></i>. The HTML formatting is displayed in the outgoing eSurvey as well as in the eSurvey Record page and Search Results page. You can also spell-check text entered into this field by clicking the spell check icon located to the right of this field.
Type each answer on a separate line in the format Value or Value=Display Value. You may include HTML formatting in an answer as long as it is placed to the right of the equal sign (=). For example: Yes = <font color = red>This law will destroy our freedom</font>. HTML is not allowed in the answer if it is not in the format Value=Display Value.
If you select one of the Affiliation options in the Type field, you can do the following:
IQ will display a list of existing affiliation codes for your IQ database. To select a code and its translation, click the code link or you can use the Filter Values field to search for codes that contain a word or partial word in the ID or Translation. So, for example, if you search for "national", IQ will return codes that contain "national" or "international" in the ID or translation. Click the Refresh button to clear the filtered list and restore the original list of codes.
You can include a mix of Affiliation Codes and non-Affiliation Codes in the Answer List. In addition, you can change the display value to something that is more descriptive than the translation. For example, if your IQ database contains the Affiliation Code COC with a translation of Chamber of Commerce, it would appear in this field as COC=Chamber of Commerce and "Chamber of Commerce" would be displayed in the eSurvey. If, however, you would like "Chamber of Commerce Member" to appear in the eSurvey, you would simply add the word "Member" to the end of "COC=Chamber of Commerce". Note: IQ uses the Affiliation Code ID "COC" to update the recipient's People record in your IQ database.
You can use the same Affiliation Code for each answer, however, it must be unique by appending "--???" to the end of the affiliation code. So, for example, if the affiliation code is EMAIL_OPTIN and the question is "Do you support gun control?", the Answer List could be:
EMAIL_OPTIN--Y=Yes, I support Gun Control
EMAIL_OPTIN--N=No, I do not support Gun Control
EMAIL_OPTIN--U=I am undecided about Gun Control
You can remove an affiliation code by including the word REMOVE in front of the affiliation code in the answer list. For example, the answer list for an affiliation code used to subscribe and unsubscribe might be:
EMAIL_OPTION = Yes, I would like to subscribe to your weekly eNewsletter
REMOVE EMAIL.OPTIN = Please remove me from your list
The Survey Cosmetic panel allows you to select the color, font type and size for the display of the Question and Answers in the survey. In addition, you can select a separator, the background color and alternate background color for each question and answer group. When you click in the Font or Color fields for the Question or Answer, IQ displays a scrolling list of available fonts or colors. You can copy and paste a font or color from the list into the field or manually type it. The list of colors contains the color name along with its HTML color code. You can use either in the Color, Background or Alternate fields. Click the Preview button to view your color, separator and font selections.
Click in the Link Text field and enter the text that you would like IQ to use for the link that opens the eSurvey in a new browser window. When the recipient submits the survey, IQ will display a pop-up message with the text that appears in the Thank You Message field. The button text for the "Submit" button can be changed in the Button Text field.
You can redirect the recipient to another web site, by typing its URL in the Redirect URL field, or enter INSTAPOLL.ASPX to redirect the survey responder to the current survey results. Note: You can not publish this survey unless the Thank You Message or Redirect URL field is populated. Click the Test button to review the thank you message or redirect URL. If you have entered a valid redirect URL, IQ will open it in a new browser window.
The
Linked Survey panel allows you
to configure the eSurvey for display in a new browser window. This occurs
when the recipient clicks the link to open the survey in a new browser
window. To insert a new image, click the Image Manager
icon in the tool
bar, highlight the image file name and click the Insert
button. Select the Test
Linked Survey action to view the survey
in a new browser window. Close the browser window when you have finished
previewing the survey.
This panel displays a bar graph for the responses to each question. The number displayed next to each answer represents the number of responses for the associated question. If a recipient does not select a response for a question, the (NO RESPONSE) row will be updated. You can filter the responses by selecting one of the predefined date ranges. Note: You can select the Analyze eSurvey action to view the response information for each survey question in a pie or bar graph. The Analyze eSurvey also includes an option to print the report.
The Change Log panel contains a history of changes made for this eSurvey record, including the user who performed the change, the date and time the change was made and a description of the change.