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Guide To Creating A Survey
Guide to Creating a survey
Creating a Survey from an existing Survey
Survey Summary Page
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Question Types
Question Types Overview
Single Choice
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Net Promoter Score
Multi Net Promoter Score
Single Textbox
Drop Down
Ranking
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Matrix/Rating Scale
Matrix Dropdown
Matrix Textbox
Rating
Graphical Rating
Contacts
Long Text
Statement
Date & Time
File Upload
Slider
Password
Logic
Logic Types Overview
How to apply a logic
Deleting a logic
Skip Logic
Delayed Branching
Display Logic
Ticket Generation
Embedded Data Logic
Priority Logic
Auto Save Logic
Carry Forward Choices
Randomization
Conditional Validation
Themes
Change The Theme
Add a New Theme
Customization Features in themes
Survey Settings
Survey Title
Exit Link
Question Progress(Desktop)
Question Progress(Mobile/Tab)
One Question View(Desktop)
One Question View(Mobile/Tab)
Progress Bar(Desktop)
Page Title
Automatic Transition
Show Next Button
Show Previous Button
Show Done Button
Show Navigation Buttons
Page Numbers
Question Symbol
Question Numbers
Required Asterics
Survey Settings Overview
Adding & Deleting a page
Add Thank You Page & Logo
Add Page Title & Description
Advance
Criteria
Quota
Language
Ticketing Rules
Reports
Completion Rules
Timer
Mapping
Data Export Settings
Agent Share
Looping
Quality Checks
Validation Conditions
Question Settings
Adding and Managing a Question
Deleting and Restoring Questions
Hiding a Question
Moving & Copying A Question
Piping
Not Applicable Question Setting
Required Question Setting
Validation Question Setting
Additional Text Question Setting
Adding Media to Survey
Additional Question Settings
Collect Response
Collector Web
Customize Your Web Link Through Various Settings
Manual Entry Web Link Collector
How To Create Web Link Collector
Email Collector
How To Create An Email Collector
How to create an Email for the collector
Customizing Email Collector Settings
Manual Entry
How To Create A Manual Entry Data Collector
How To Enter Survey Responses in Manual Entry Collector
Customize Your Manual Entry Through Various Settings
SMS Collector
How To Create An SMS Collector
How To Send SMS through SMS Collector
Customize Your SMS Collector Through Various Settings
WhatsApp Collector
How To Create A WhatsApp Collector
How To Send Survey Invite Via WhatsApp Collector
Customizing Your WhatsApp Collector With Various Settings
API Collector
Creating API Collector & Sending Invite Messages
Customizing Collector Features and Settings
Track Activity For API Collector
Embedded Collector
How To Create An Embedded Collector
How To Customize Embedded Collector
Customizing Collector Setting
Field Force Collector
How To Create Field Force Collector
Assign Agents
Assigning Custom Variable to Agent Data
Adding Geofencing Data
Survey Info
Customize Collector Setting
Uploading Respondents’ Contact Numbers For Telephonic Interviews(CATI)
Analyse Result
Quota Analysis
Quota Analysis
How To Analyse Result
Analyse Results Overview
How to Analyse Survey Results
Question Summary
Question Summary Page Overview
Current View
Filters
What Are Saved Views & How To Save A View?
What Are Exports?
Sharing Question Summary View
Customize Analysis Display
Data Trends
Data Trends Overview
Individual Response
Individual Response Overview
Actions
Data Settings
Details of A Response
Adding & Removing A Filter
Updating Embedded Data & Deleting Individual Survey Response
Cross Tabs
Cross Tabs Overview
How To Create A Cross Tabs
How To Delete Cross Tabs
Export Cross Tabs
Share Cross Tabs
Derived Variables
Derived Variables Overview
How To Create A Bucketing Derived Variable
How To Create A Logical Derived Variable
How To Create Formula Derived Variable
How To Delete A Derived Variable
Dropouts
Dropouts
Filters
Integrations
Integrations
Dashboard
Overview
Dashboard Overview
Step 1: Creating a Dashboard
Step 2: Adding Data Source
Step 3: Planning Your Dashboard
Step 4: Creating A Widget
Step 5: Customizing Your Dashboard
Step 6: Sharing & Restriction
Source Data
Source Overview
Recode
Change Label
Source Data View For Questions
Widgets
Widgets Overview
Bar Chart Widget
Pie Chart Widget
Donut Chart
Line Graph
Area Graph
Gauge Chart
NPS Chart
Data Trends
Simple Table
Response Table
Images
Rich Text
Wordcloud
CSAT
Multi CSAT
Filters
Filters Overview
Metric Filters
Widget Filters
Page Filters
Settings
Comments
Exporting File
Theme Features and Creating & Deleting A Theme
Languages
Share
Manage Restriction
Advance Analysis
Break By
Nested By
Add Second Survey in Source
Group Variable
Combined Variable
Filter Piping in Widget Heading
Time Range Filter
View Mode Features For Wordcloud
Ticket
Ticket System Overview
Overview
Share
Individual Ticket View
Tickets Overview
Ticket Count
Ticket Trend
Agent Performance
Overview
Individual Agent Performance
Survey Performance
Overview
Individual Survey Performance
Manage Tickets
Manage Tickets Overview
Open A Ticket
Change Ticket Status
Change The Priority of a Ticket
Create a Sub-ticket
Comments in A Ticket
Settings
Add Custom Status
Audience Campaign
Overview
Audience Campaign Overview
Create Audience
How To Create Audience Campaign
Customizing Collector Setting
Managing Target Group
Audience Campaign For External Surveys
Basic Settings
Regions
Profiling
Field Force Application
Field Force Application Overview
Field Force Mobile Application Overview
Taking Response On Application
Conducting Survey on Mobile Application
Conducting Telephonic Interviews Using CATI
Field Force Application Features
Survey Details
Assigned List
Responses Page
Using Filters to find a survey in Survey List
Account Management
Integrations
Integrations
Account Management
Create A Survey2Connect Account
How To Sign Into Your Account
Managing Your Account
Admin
Admin Section Overview
Create & Manage Users
Manage Roles
Manage Your Groups
Manage Your Agents
Preferences
System Preferences
Sender Settings
Sender Authentication
My Account
My Account Overview
My Library
Create & Delete A Folder
My Library Overview
Survey Library
Contacts
Contacts Overview
How To Create Contact Groups
Manage Contacts Group
Directory
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Manage Tickets
Manage Tickets Overview
Manage tickets overview page shows you all the options available to you under the manage tickets section. There are multiple…
Open A Ticket
Every ticket generated via your survey can be viewed in your ticket system portal. You can open a ticket, manage…
Change Ticket Status
You can change ticket status from the ticket system. When a ticket is generated, it is marked as New ticket…
Change The Priority of a Ticket
The priority of a ticket determines its importance. When a ticket is generated and the concerned user sees it, the…
Create a Sub-ticket
Sub-ticket is a feature that allows you to create a smaller ticket for an existing ticket. This feature is often…
Comments in A Ticket
Comments functionality in the ticket allows you to add a comment for your team members as a form of direct…
Settings
Settings on the ticket systems page allow you to manage the settings of the Tickets, including managing the fields and…
Add Custom Status
Status on a ticket refers to the stage in which the ticket currently is. By default, Survey2Connect offers you three…
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