SurveyToGo Studio Manual

Overview

Every user of the SurveyToGo Studio has a username and a password. Passwords and user names are setup upon user creation. You can always choose to change your password by performing the following steps:

1. Step 1: Login to the SurveyToGo Studio using your current password.
2. Step 2: Change your password once logged in.

Step by step instructions

To change your password, simply:

1. Login to SurveyToGo Studio using your existing password.
2. Then, choose the “File > Change password” option:
   
3. Then simply fill out your old password and the new one and click on “Change Password” to confirm:
   
4. That’s it!

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Overview

SurveyToGo has a unique Command Line Exporting tool that allows you to generate automatic exporting commands with a few simple clicks, instead of entering the studio and selecting manually each time – it also enables you to schedule a task for windows to export it automatically in your time of choice.

This tutorial will briefly explain you how to do that.
Please follow the next steps:

Step 1: Create A New TXT file in the folder which contains the exporting tool.
Step 2: Configure your file to contain the exporting commands.

Step 1: Create A New TXT file in the folder which contains the exporting tool.

If you are using Windows XP, the exporter tool should be located in the following path:

C:\Documents and Settings\<USERNAME>\Local Settings\Application Data\Dooblo\SurveyToGo Studio\App\<YOUR VERSION>\Utils\CmdLine

If you are using Windows 7, the exporter tool should be located in the following path:
C:\Users\<USERNAME>\AppData\Local\Dooblo\SurveyToGo Studio\App\<YOUR VERSION>\Utils\CmdLine

Now, after you created the txt file, rename it as something such as “My Exporter”, or whatever you prefer.

Then, create a shortcut to that file, and place it on your desktop:

Step 2: Configure your file to contain the exporting commands.

Open the exporting wizard.

Then, go all over to the final stage of the exporting wizard.

By clicking this button, it will copy to your clipboard a command with some data – the command that will export that survey.
Paste this data as one line inside the TXT file you just created.
Go on with this process on all of your surveys that you wish to export at once automatically, until you have all of your survey’s command lines pasted into the TXT file one by one.

Of course don’t forget to fill in the needed data, for example:

STGCMDLine.exe /action=export /user=”<USER>“ /pass=”<CHANGEME>” /org=”ORG_NAME” /url=”http://stg.dooblo.net/ws/” /surveyid=”YOUR SURVEY ID” /provider=Excel2007 /OutputDir=”<FULL OUTPUT PATH>”

After you finished this, ‘Save As’ your TXT file, and change its extension to be “.bat”

Eventually it would look like this:

And from now on, by double clicking this file, it would execute all commands written inside it through the CMDLine tool.

You can also use the windows built in task scheduler in order to configure scheduled exporting tasks.

You can find the Manual of the exporting tool, in the same folder where you created the TXT file:

This file has an explanation of all its features and functions.

That’s it!

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Overview

If you wish to delete results that were conducted on ‘Test’ mode or that are not relevant anymore.
This ‘How-To’ will explain the steps to do it.
In order to delete results, the results have to be in a ‘Read & Write’ status – ‘Approved’ & ‘Canceled’ are ‘Read Only’ statuses.

• First of all enter the operation console.
• Then, in the observation status choose ‘Select All’ and click ‘Get’:
  
• Now you can choose all the results you wish to delete, and click ‘Update Status’.
  You should update their status to a ‘Read & Write’ status which is one of the following:
  - ‘Requires Approval’
  - ‘In Progress (Office)’
  - ‘In Progress (Other)’

  

• Last, you may choose all the results you wish to delete, right click and choose delete.
  
  This will delete them from your operations console.

That’s it !

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How to: Email notifications – How to specify a question that holds the notification email address

Overview

After configuring a project for email notifications, you can also use an answer from within the survey to specify an additional email address you wish to send the notification to. For example, you can ask in the survey a question like:

Q1: “Enter customer email address:”

And then configure the email notifications to be sent also to the email address specified in the answer of Q1. To do this:

1. Step 1: Configure the survey with a free text question that asks for an email address.
2. Step 2: Configure the default rule to use the answer of the question as an email address.

Step 1: Configure the survey with a free text question that asks for an email address.

To configure this, simple add a free-text question to your survey, and note the short-id of that question:

1. Add a free text question:
2. Switch to the variables tab of the question and note the Short-ID of this question:
   You will need this id for the next step.
3. That’s it!

Step 2: Configure the default rule to use the answer of the question as an email address

To modify the default rule of a project to include the surveyor in the email notifications:

1. Locate the relevant project and right-click, then select “Manage Default Rule”:
2. In the Manage Default Rule screen, enter the correct syntax in the “Explicit Send” field to indicate the email comes from the answer of the relevant short-id question. In our case, qu_001: #ANSWER(“qu_001″)Then click OK to save.
3. That’s it!

From now on, the email notifications will also be sent to the email address specified as the answer of Q1 in the survey.

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How to: Email notifications – Setup email notification for an interviewer

Overview

After configuring a project for email notifications, you can also configure an email notification to be sent to the actual interviewer who conducted the interview. To do this you will need to follow these steps:

1. Step 1: Configure the email address of the surveyor
2. Step 2: Configure the default rule to include the surveyor in the email notifications.

Step 1: Configure the email address of the surveyor

To configure the email address of a surveyor, follow these steps

1. Locate the interviewer in the list of surveyors on the surveyors node, right click and choose “User Properties”:
2. In the user properties screen, switch to the “user details” tab and enter the email of the surveyor in the “Work email” field:
   Then click on OK.
3. That’s it!

Step 2: Configure the default rule to include the surveyor in the email notifications.

To modify the default rule of a project to include the surveyor in the email notifications:

1. Locate the relevant project and right-click, then select “Manage Default Rule”:
2. In the Manage Default Rule screen, check the “Send to interviewer” box:Then click OK to save.
3. That’s it!

From now on, the email notifications will also be sent to the interviewer work email.

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Overview

Under the ‘My SurveyToGo Account’ node, you can see your ongoing usage report.

Showing your balance and other data regarding usage you wish to see.

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Overview

After configuring a project for email notifications, you can start collecting data. The interviews that are collected from the field will be processed every 3 minutes and once processed their status will turn from “Approved” to “Visible in Reports”.

This article will cover how to do the following advanced tasks:

1. Check if an interview was processed
2. Reset the processed flag of an interview to have the interview email be resent
3. Manually initiate the email notification processing for approved interviews

Check if an interview was processed

You can check at any time to see when the interview was processed and what email subject was used by doing the following:

1. Open the operations console for the relevant project and mark the “Select All” status filter checkbox and press GET:

   

2. Double click the relevant interview to open the interview and switch to the “Reporting” tab:

   
   

3. Then click the “Check Processed” button to see the last time this interview was processed for email notifications:

   

4. You can also click the “Show Mail Data” button to see the mail subject of that email and when the email was sent:

   

5. If needed

Reset the processed flag of an interview to have the interview email be resent

To mark an interview which was already processed for a resend of the email, you can do the following:

1. Locate the interview using the operations console and double click the interview
2. Switch to the “Reporting” tab and click the “Reset Processed” button:

   

3. After a few minutes the email will be re-sent!

Manually initiate the email notification processing for approved interviews

Although the email processing happens automatically every 3 minutes, sometimes (usually when testing) you might want to initiate the email processing and not wait for the automatic email system to process your interviews. When manually initiating the process, every interview that is in the “Approved” status will be processed and moved to the “Visible in reports” status. To initiate the process:

1. Right click the project node and select the “Update web reports data” option:

   

2. You will receive a confirmation message:

   

3. That’s it!

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Back to Table Of Contents
Back to Chapter 17 – Using SurveyToGo for kiosk-based surveys

Multiple Languages & Translation

SurveyToGo allows you to run your survey in more than one language. You can add as many languages as needed and can also specify which language is the default one. Once more languages are added to the survey, the interviewer in the field will have the option to switch between languages in real-time as he proceeds with the interview.

Adding support for multiple languages is composed of the following steps:

1. Step 1: Add a new language to the survey
2. Step 2: Translate the survey – either from within the SurveyToGo Studio or export the survey to excel for external translation.
3. Step 3: View the survey in different languages on the device.

Step 1: Add a new language to the survey

To add a new language to the survey, simple:

1. click on the “Add new language” option from the languages drop down list:
   
2. Next, give the new language a name (it will later be shown on the device by that name) and select it from the list of languages. If the language you add does not appear on the list of languages you can simply select a different language – it will not do any harm:
   * If the language you are adding is a “Right-To-Left” language, check the “Is RTL” box. This will make SurveyToGo make the texts and buttons be right aligned when this language is chosen on the device.
3. Click the OK button.

Note that you can add more than one language. There is no limit to the number of languages you can add. You will now see the new language appear on the language selection box:

IMPORTANT NOTE: when the non-default language is selected from the language box, you can’t add questions or answers or change question types. You can only translate the survey. To gain control of the survey design, please switch to the default language:

Step 2: Translate the survey – either from within the SurveyToGo Studio or export the survey to excel for external translation.

After adding the language, you will now need to go ahead and translate the survey to that language. The objects that can be translated are:

• Question texts
• Answer texts
• Answer Scales
• Validation rule messages
• Survey messages (error message, general notification messages etc)

There are 2 methods of getting your survey translated:

1. From within the SurveyToGo Studio – this involves translating the texts one by one.
2. Exporting all the texts to an Excel document, sending it to translation and importing the translated excel back. This is a more robust way and saves time.

Translation Option 1: Translating the survey from within the SurveyToGo Studio – this involves translating the texts one by one

To translate the survey from within the SurveyToGo Studio do the following:

1. Switch to the new language from the language selection box:
2. Next, you will notice that the question texts etc show up in the original language as this is the default, however you can simply override the texts with the translated texts:
   And after overriding the text:
3. You can do this for each of the question and answers.
4. To translate the various survey messages and texts, switch to the “Survey Texts” tab of the survey:
   And simply override the relevant message you wish to translate. For example, to change the “no answer” message that comes up when you try to continue without answering a question:

Translation Option 2: Exporting all the texts to an Excel document

In this method which is more suited to companies working with external translators, you first export all the survey texts and message to excel, and then import them back after a translator has translated the texts in the correct column of the excel document. To export the survey texts:

1. Select the “Language > Export Texts”:
2. Select the language you wish to translate from the available languages:
   and also choose a file name to export the texts to
3. Click the OK button, which will then create the excel file.

The excel file that was generated now includes 5 columns, the original texts of the questions and answers are shown in column D, while the translated texts need to be written in column E. Here is a schematic display of the file:

So, for example, to translate this question (Question number 1: What is your favorite color):

Once you finish translating all the texts you need, you can then import the translated excel to SurveyToGo and in turn your translated texts will be applied automatically. To import the excel back:

1. Select the “Language > Import Texts”:
2. Select the correct file name that contains the translated excel and click the “Load button”:
3. Verify that the correct language is indicated and then click the “Import” button:
   The correct language should be selected automatically. If it is not, switch to the correct language.
4. If the import was successfully completed you will see an output that indicates the success and you can click the “Close” button:
5. That’s it, the survey texts were now translated according to your translation file.

Step 3: View the survey in different languages on the device

After synching the translated survey to the device, you will now have the ability to switch between languages on the device itself when ever needed. To switch the language from the device:

1. Click the “More > Languages” option and choose the preferred language:
   After changing the language, you will see the translated text:

Back to Table Of Contents

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Airlines Demo Survey

The Airline demo survey contains a demonstration of using the “Additional Data lists” feature of SurveyToGo along with the “List sources” feature to easily use external excel files in surveys and be able to filter the data based on answers of questions.

The survey contains 3 questions:

1. Where did you arrive? (list of countries)
2. Which airport did you arrive from? (list of airports of the country in Q1)
3. Which airline did you fly? (list of airlines based on the Airport of Q2)

For this survey we are using:

1. 3 Excel files with the data which were uploaded to the server.
2. 3 “Additional Data Lists” – which are the tables generated from the uploaded excel data.
3. 3 “List sources” – which are the same tables of #2 but filtered based on question answers.

Step 1: Uploading the Excel data as “Additional Data Lists”:

I’ve uploaded the Excel files into 3 separate data lists:

• Airline – Countries: Represents the countries available.
• Airline – Airports: The airports available.
• Airline – Test: The excel “(airline-airport-country)quota.xls” which contains the link of airline and airport.

You can double click on a data list to see the data. For more information on how to upload an excel and make it a data list, contact me.

Step 2: Configuring the List sources of the questions

A list source in SurveyToGo sits on top of a data list and allows you to either retrieve ALL the data or only a part of a data list. In this case we have 3 list sources. You can see them by clicking on the “Advanced > Edit list sources”:

The list sources are:

• Countries: is a simple FULL list of all the countries from the “Airline – Countries” additional data list.
• Airports: is a filtered list of the “Airline – Airports” data list. It is filtered by the answer to Q1.
• Airports-Airlines: is a filtered list of airlines based on the answers of Q2.

You can see the code that generates the list source by clicking on the list source. For example, this code:

Is the code that generates the list source of the countries. It uses the “Airline-Countries” data list and uses the “COUNTRY_NAME” column as the answer text and the COUNTRY_IATA column as the value field. Lastly it will order the list based on the COUNTRY_NAME list.

If we take a look at the “Airports” list source, you will see that it has an additional filtering, based on the answer of Q1:

The highlighted “where” clause filters the “Airline-Airports” data list for entries which contains the “COUNTRY_IATA” that was selected in Q1. This is how the smart filtering works.

Step 3: Configuring the questions to use the list sources

After we have the list sources configured, we can use them by using a “Freetext” question and configuring it to show its data from a list source:

In this example, the question is configured as a free text question and the answer list will be taken from the “Countries” list source thus showing the list of countries:

Overview

The Wyeth survey of IPSOS has some complex branding requirements. To aid with the rules we have created the following useful 2 functions

• SetAnswerCodeVisible (QuesIdx, StringOf1Code, Show)
• MyContainsByCodesQuestionsEx (StringOfCodes, SourceQ1, SourceQ2,…,…)

Using the combination of SetAnswerCodeVisible and MyContainsByCodesQuestionsEx, you can solve the challenges of the brands part of the Wyeth questionnaire.

SetAnswerCodeVisible (QuesIdx, StringOf1Code, Show)

Parameters of the function:

This function works the same as SetAnswerVisible, but it uses the CODING of the answer instead of the INDEX of the answer. For example, if you have this question:

Q2: Which product do you know?

Using SetAnswerCodeVisible to set the second answer to be invisible – which has code 45 – you will write in the Start Script:

MyContainsByCodesQuestionsEx (StringOfCodes, SourceQ1, SourceQ2,…,…)

Parameters of the function:

This function returns true if the string of codes was selected in one or more of the source questions. Please note that it works in a union so that you can refer to codes that exist in one or more questions. Example:

Q1: Which one product do you know?

Q2: Which more products do you know?

If you wish to check if codes 22,45 & 77 were selected in Q1 or Q2, you will write:

Please note you can refer to “77″ even though it only exists in Q2 and NOT in Q1, this is OK.

Examples of combining SetAnswerCodeVisible & MyContainsByCodesQuestionsEx to solve Wyeth questions:

Here are examples of how I used the SetAnswerCodeVisible & MyContainsByCodesQuestionsEx together to handle some of the requirements of the Wyeth questions:

Question A3:

Requirement – Show the codes not selected in A1a and A1b:

You can see that I use the SetAnswerCodeVisible with the relevant code of the current question, and for each answer code, we check if one or more codes were visible in the 51 & 52 questions (A1a & A1b).

Question A5:

Requirement: Show the brands that were not selected in A1a-A4:

You can see that I set the topics visible one by one and for each, I use the MyContainsByCodesQuestionsEx function to figure out if the brand codes were selected in the 6 questions. Here is another example from the same question:

This line sets topic 10 (Meiji) to visible only if codes 74, 75 & 76 were selected in Q51-Q56.