Customize Survey Archives - Sogolytics

Create a Project

spandey — Thu, 10 May 2018 10:52:15 +0000

Sogolytics offers you a well-equipped platform to create surveys, quizzes, and online polls. We offer all the question types required to create projects, plus advanced customization options and numerous settings choices to ensure everything works exactly the way you want.

Navigate to

Start from Scratch
Copy a Project
Use Template Bank

Creating your perfect project is easy! Just follow the instructions below.

Choose to start a new project from one of the three places – from the Home page, from All Projects or while working on another project.

From the Home Page: Click on Create Project.
From All Projects: Click on the Create button on the top right.
While working on another project: Click on the Create button on the top right.

Next, choose your project type. Based on your account type, your project options may include:

Next, choose your starting point. You’ll see the following options:

Start with a Blank Project

This method is the perfect choice if you have a unique project in mind and a good idea of where to start.
A blank project offers a clean canvas where you can start sketching out your questions and possible answer options.
Bring your ideas to life, adding content and features to meet your needs.
It may seem intimidating to start from scratch, but having a clear plan can make a big difference in helping you to organize the structure to meet your goals, maintain your focus on key priorities, and save your time.

Copy a Project

This method is the perfect choice if you want to repeatedly launch the same project, perhaps on an annual basis.
Save time by making a copy of an existing project. You may stick with an exact replica or modify the project to meet your updated requirements.

By default, you’ll see only the type of project selected on the first step, but you may update the filter to view or choose other project types.

Use from Template Bank

This method is the perfect choice if you know your topic but you’re not sure which questions to ask.
Your account comes loaded with a full set of professionally designed survey templates covering a wide range of popular topics and purposes.
This Template Bank is designed to save you time and offer research-backed inspiration. You may review these sample surveys to gather ideas, or copy them
directly into your account to use or modify.

Categories include:

Once you’ve chosen your method, make the project your own:
1. Name your project.
2. Keep your account organized by using the dropdown menu to assign your project to an appropriate folder or create a new one.
3. Select your project’s default language and choose whether to add more languages.
4. Click Create to begin building your project.
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Build your Assessment

spandey — Fri, 24 Aug 2018 14:27:08 +0000

Ready to create your first quiz?

If this is the first assessment you’ve created, review the design basics first. Then, review the assessment-specific options that will power your learning.

Add questions that can be automatically scored to save yourself time and effort and to offer participants quick results.
Assign scores to your answer options, based on your preferences and requirements, or simply identify answers as correct or incorrect.
To learn even more from your results, you may categorize questions so you’ll know what’s been learned and what needs work.
You may also choose to set time limits, to keep participation fair – and maybe help improve participants’ focus, too.
Once participants have submitted their responses, customize the Results Page displayed with scores and other details. Allow participants to instantly print or download their results for confirmation or reference.
Finally, you may choose to send instant follow-up emails to yourself or your participants, including any relevant scores or next steps.

Ready? Time for a quiz!

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Set Time Limits

spandey — Sat, 25 Aug 2018 10:05:26 +0000

Ensure participants each get the same opportunity to provide responses by setting a time limit on your next assessment.

Here’s how:

Create or open an Assessment to edit.
From the Design menu bar, click the Options icon and choose Display Options.
Under Display Options, toggle the switch to select ‘Yes’ for ‘Do you want to set a time limit for this assessment?’
Enter the correct time limit (in minutes), and decide whether or not to display the limit to participants.
Click Save at the bottom of the screen.

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Customize Results Page

spandey — Sat, 25 Aug 2018 10:42:02 +0000

Customizing a post-submission page for your participants is a good idea. Including relevant customized information is even better.

For your Assessments, you can create different Thank you messages based on a participant’s score obtained, percentage obtained, number of correct answers, and even category scores. This allows you to show relevant messages for every person being assessed.

Follow the steps below to create differently customized Thank you messages based on participant scores:

Create or open an Assessment to edit.
From the Design menu bar, click on the Options icon, then select Results Page from the dropdown menu.
If you’d like to display a static or custom message to your participants after they complete the assessment, enable ‘Once the participant has submitted the assessment, this option shows a static or custom follow-up message’.
To include the weights, enable ‘Include weights when calculating the overall score shown to participants after the response is submitted.’.

If you select to show a static Thank you message to all participants, you may still choose to pipe (insert) participant-specific results into the message, including Score/Percentage obtained, Category Score/Percentage obtained, or number of correct/incorrect answers.

If you would like to display different messages for participants based on their scores, select Show Custom Messages.

Next, customize the common header for your custom Thank you message. This message will be displayed above the custom Thank you message.

Within the next box, customize your own messages. By default, Pass and Fail messages are already included.

Modify, delete, or preview these custom messages by clicking the icons shown on the top right of each message.

For each custom message created or modified, update three fields:

Criteria Label: This internal label helps you keep track of which message goes to which participants. Examples include Pass, Fail, Perfect Score, etc.
Condition: Choose the exact results that will cause this message to be displayed. You may choose to specify one or more conditions per message. Conditions may be based on overall score or percentage, a category-specific score or percentage, or number of correct or incorrect answers.
Message: Add the content to be shown to this group of participants once they’ve submitted the assessment. Beyond text, you may also choose to insert (pipe in) scoring variables to share specific results with participants.

To pipe scoring variables into the Thank you message, follow the steps below:

Click on the static or custom Thank you Message you would like to edit.
Now click ‘Pipe Answers and Scores’ on the right end of the edit menu.
You now have the option to insert answers of questions answered by the participant and also scores obtained. Select an appropriate option from the dropdown menu and place your cursor where you want the value to be displayed.

To add more custom messages, click on ‘Add another message’. Up to 70 different messages can be created.

Next, customize the common footer for your custom Thank you message. This message will be displayed below the custom Thank you message.

Allow participants to print a copy of the Results Page by enabling “Allow participants to print a copy of their result?” under Print Options.

Next, choose whether to display a Category Score Graph along with your thank you message to display scores by category.

Decide whether to enable Chain Invite and/or URL Re-direct.

Click Save.

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Mandatory Response

spandey — Mon, 27 Aug 2018 11:16:20 +0000

To ensure that participants provide responses to certain questions, mark these questions as Mandatory. If participants do not respond to these Mandatory questions, they will not be allowed to proceed to the next pages.

Keep in mind that this is a powerful feature, and use the Mandatory setting for only the answers you need most. Participants who become frustrated that they can’t move past certain questions without answering might drop out completely.

While designing your project, you may choose to set a single question as Mandatory, or to set multiple questions as Mandatory at the same time.

Navigate to

Set a single question as Mandatory
Set multiple questions as Mandatory simultaneously
Hide Mandatory asterisks

Set a single question as Mandatory

Here’s how:

Create or open a project.
Choose the question that will be marked as Mandatory.
1. If you’re still creating the question, find the menu panel on the left and check the box in front of Mandatory Response, then save.
2. If you’ve already created and saved the question, you may simply hover over the question and check the box in front of Mandatory Response in the editing bar that appears.
Preview your project to test the setting. Once the mandatory option is set, a asterisk will appear to the left of the question. As needed, this color can be customized under Visual Settings.

Mark questions as Mandatory only when you absolutely need the answers. If you include many required questions, many asterisks will automatically be displayed on your pages.

Set multiple questions as Mandatory simultaneously

Create or open a project.
Next to the page number dropdown at the top of the screen, click on Bulk Actions.
Check the box in front of each relevant question.
From the Bulk Edit menu, choose Set as Mandatory

Questions with Pre-Hidden, Pre-Read Only, or Post-Hidden Data Population will not be set as Mandatory.

Hide Mandatory asterisks

If you want to improve the initial appearance, you may hide these asterisks by default. If a participant leaves a Mandatory question blank and tries to continue to the next page, however, an asterisk will then appear to identify the relevant question.

Create or open a project that includes questions set as Mandatory.
In the Design menu bar, click the Options icon and choose Display Options.
In response to ‘Show asterisks for mandatory questions?’, toggle to your choice and click Save.

On an Mandatory Response question, the only Data Population options available are Pre-Editable and Post-Show.

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Encouraged Response

spandey — Mon, 27 Aug 2018 11:18:33 +0000

Have a question that you feel is important, but don’t want participants to be forced to answer it? Encouraged Response lets you prompt participants who skip a question to reconsider by providing a custom request message. The participant may then choose to answer the question or move to the next page.

Follow the steps listed below to set up Encouraged Response:

Create or edit a survey.
Identify the question that should be set as Encouraged Response.
While creating or editing your chosen question, to expand Mandatory Response in the panel on the left. Then, choose Encouraged Response and enter your message.

If you have already saved the question, you may hover over the question and click to expand Mandatory Response in the edit menu. From there, choose Encouraged Response.
This feature will be triggered only if participants skip this question and move on to the next page. Upon clicking Next, they will be prompted with the custom message that you have entered to encourage them to answer this question.
When triggered, the relevant question will be highlighted and the custom message will be shown above it. Unlike a Mandatory question, participants may proceed without answering the question.

Encouraged Response can be applied to all question types except the following:

Attachment
Demographics
Drill Down
Grid Questions
Symbol Rating Scale (if more than one sub-question is included)

If an Encouraged Response question is deposited into the Question Bank, the Encouraged Response setting will be removed.

The custom message for this feature can be edited even after the survey is live and has received responses.

The custom message entered for this feature will also be visible in all types of survey downloads.

On an Encouraged Response question, the only Data Population options available are Pre-Editable and Post-Show.

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Custom Survey URLs

spandey — Mon, 27 Aug 2018 11:35:18 +0000

One of the simplest ways to brand your survey is to use your own domain in the URL. Build your brand by sending surveys with your own company domain instead of ours. URL branding is a great way to customize a URL that reflects your brand name. Having a custom URL with your branding can build trust, personality, consistency and familiarity with your brand.

This feature is available only in our Enterprise plan. Contact us to take advantage of this option.

This URL branding option allows you to white label the survey invitation link so it looks like it’s coming directly from your organization.

A standard Sogolytics URL (without URL branding) would look like this: https://survey.sogolytics.com/k/random_key
With a custom URL, you can update the first part of your link (before /k/random_key), as in this example: https://survey.yourname.com/k/random_key

If you would like to incorporate this feature in your next project, you must modify your organization’s domain settings.
Here’s how:

Add a CNAME (Canonical Name) DNS record to your existing domain. For example, if your organization, Jones Corporation, would like to use custom URL survey.jonescorp.com, then a CNAME record should be added to your DNS system. Please be sure that the added record points to survey.sogolytics.com (20.120.76.149).

Do not add an A-record. A CNAME record type must be used to implement the custom URL feature.
After adding the CNAME DNS Record, ensure that the IP address resolves to the same IP address as survey.sogolytics.com. To test this, try pinging survey.jonescorp.com to make sure that the address resolution is working correctly. If the steps were implemented properly, pinging survey.jonescorp.com would resolve to one IP address of survey.sogolytics.com (20.120.76.149).
Once these steps have been completed, please confirm the update and your chosen domain. Once confirmation is received, we will update settings on our end within 24 hours.

When your DNS domain settings are modified, these new settings must propagate throughout the world’s DNS servers. The propagation process can take anywhere from 1 to 24 hours.

To enable SSL encryption for your custom URL, send your SSL certificate in .pfx file format to support1@sogolytics.com. Your custom URL will not function appropriately if you do not share this certificate. If you have any difficulty exporting an SSL certificate, these additional instructions may help. Once this certificate is received, all account surveys will be updated.

When setting up a custom URL, Domain Authentication is required. Please see details here.

If you have any questions, please contact Sogolytics Support at support1@sogolytics.com.

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Custom Report URLs

spandey — Mon, 27 Aug 2018 11:36:04 +0000

If you want to reinforce your brand awareness while emailing survey reports to your contact list, you’re in luck. Our custom URL branding lets you white label the survey reports so nothing gets between you and your data!

This feature is available only in our Enterprise plan. Contact us to take advantage of this option.

Emailed Survey Report: Our Branding

A standard emailed survey report (without URL branding) includes a URL that looks something like this: https://www.sogolytics.com/zRMx/ReportName_random_key
Also, the ‘Powered by Sogolytics’ logo is present in the footer.

Emailed Survey Report: Custom URL Branding

This feature allows you to remove the Sogolytics logo and customize your survey report URL.

With a custom report URL, you can update the first part of your link (before /zRMx/ReportName_random_key), as in this example: http://www.yourname.com/zRMx/ReportName_random_key
Once the URL branding feature is enabled, your emailed reports will look like the following, without the ‘Powered by Sogolytics’ logo displayed.

If you would like to incorporate this feature in your next project, please contact our Support Team by sending us an email at support1@sogolytics.com. We will be glad to help.

Based on your display resolution or browser zoom, you may see a 3-dot icon on the far right of the Report menu bar. Click here to access Saved Reports, Emailed Reports, and Filter Manager.

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Introduction to Project Customization

spandey — Mon, 27 Aug 2018 11:38:49 +0000

Participation is the most important piece while collecting feedback, so make sure the projects you create are presentable and aesthetically pleasing. Sogolytics allows you total control over your project’s look and feel. Start from our Themes and numerous Color Schemes, then build according to your branding and imagination to customize question and answer colors and font down to the smallest details to create awesome looking projects.

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Customize Labels and Text

spandey — Mon, 27 Aug 2018 11:39:40 +0000

You can customize and translate your surveys’ navigation buttons, labels, and text in every available survey language. Options in the Custom Labels and Text section include the following:

Submit
Next
Back
Continue
Print Blank Survey
Clear answers on page
Save and Continue Later
View Results
View Responses
Forward Survey
Select (Drop Down)
Rank (Ranking Questions)
Characters Remaining (Text Box Questions)
Required Answer
Mandatory Message
Participation Page Title
Language Name

Here is a step-by-step guide to make these updates:

Click on your initials in the top right-hand corner of your screen, then select Account Settings from the dropdown menu.
In the menu on the left, click Custom Labels and Text.
You will notice that all the text and labels available on participation pages are listed for the System Default language (English).
If you need to edit any of the labels, start by clicking on Add/Customize Language.
You’ll see the list of languages used in your account and other languages available in the Sogolytics platform.

Enterprise users can also use the ‘Request New Language’ option. Please contact support for more details.

Check the languages you would like to add translations for.
Click Done.
Add translations for your labels.
Be sure to click Save after making any edits.

Please note that changes will be reflected across every survey in the account in the given language.

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