Insiteful Surveys - Easily create customized surveys online.

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Create an Account
Creating a Survey
Survey Options
Collecting Responses
Analyzing Results
Miscellaneous Terms

Create an Account

In order to use the features that Insiteful Surveys offers, all you have to do is sign up for an account. After creating your user name and password, use this information to log in to your secure account. Becoming a member entitles you to the all the features and benefits of Insiteful Surveys.

Creating a survey Top

After you have signed up, you are ready to create a survey. Go to "New Survey" and begin building your survey. If you haven't created a survey yet, then you will have two options, to create a survey "from scratch" or to add the example survey. Once you choose your option, you will go to your survey design page. If you have already created one or more surveys, you will be able to choose from existing surveys or creating one from scratch.

Add question - Allows you to add a question to your survey. To add a question to your survey:

Click on "add question".

Once the next screen appears, click on the drop down box to choose from a number of question types. For a description of each question type, click "type of question."

After you find the desired question, click on the question type.

On the next screen, you will be able to enter the text for the specific question and choices.

Under question, type in the desired question text in the text box.

Under answer choice, type in the desired answer text in the text box.

Once you have created your questions and choices, click "add question". If you are not satisfied with your choices, you may delete your responses, go "back", "add question & go back", or "add additional question. Going "back" cancels what you have done on the question create page. Click "add question & go back" to add your new question and go back to your survey. Click "add additional question" to add your current question and go to the add question screen to add another.

You will have several options for your questions and choices:

Answer required - Use this feature to require specific questions to be answered. This is recommended if there are certain questions that you really want to have an answer for. A red asterisk will appear by each required question on the survey design page.

Randomize choices - Use this feature to randomly sort the choices for each question. This is often used to prevent bias, which occurs when choices at the top of the list are selected more often than those at the bottom of the list.

Other - Offer the ability for a respondent to type in a choice that you may not have thought of when designing your survey. This enables you to create more flexibility in your surveys. You can select to have a single box or a larger text box.

Question Library - Use this feature to select from a number of different questions and choices that may apply to your survey project. Click on each question heading to list all questions in that category. If you would like to add a specific question, click "copy" and the question and choices will be added to your survey.

Back - Clicking this button will take you back to the previous page you were on. Throughout the site, you will see "back" buttons.

Reset - Clicking this button will erase whatever you have typed in on the screen and will set it back to default values. Throughout the survey design screens, you will see "reset" buttons.

Update - Clicking this button will submit and save any edits or additions you have made on a particular page. Throughout the survey design screens, you will see "update" buttons.

Preview - Allows you see what your survey looks like. Click on this throughout the survey design process to see your progress and to test functionality of your survey.

Edit titles - Allows you to edit the title of the survey and various survey navigation links such as "next", "done", "back", "quit". You also have the option to make certain links visible and invisible on this screen.

Edit numbering - Gives you the option to have numbering or to not have numbering for pages and for questions throughout your survey.

Add/Edit logo - Allows you to add a logo (.jpg, .gif, .bmp) to your survey. Once a logo is created, you can edit it from this screen, as well. To add a logo that is saved locally on your computer, click on "browse" to find the logo you are looking for and then click "update" to add the logo to your survey. Once you add the logo, it will appear on this screen. You can edit the logo after you have created it by going to "edit logo" and following the same process as explained above.

Edit look - Allows you to change the look and feel of your survey by changing the fonts, font color, and background color. You will be able to change the colors/fonts for:

survey title - the title of your survey created/edited in the "edit titles" screen.

page title - title created/edited in the "add page" screen

page elements - questions and responses throughout your survey.

Below are your specific options for each element:

·	Font type - choose from a list of various fonts.
·	Font size - choose the size of your fonts.
·	Font style - choose the font style such as bold, italic, underline, etc.
·	Font color - choose from a full range of colors for your fonts.
·	Background color - choose from a full range of colors for your background.

To change colors:

1.	click the color pallet icon.
2.	Once the pallet appears, simply click on the color your desire.
3.	Once you have set up the colors and fonts, click "change look" to implement your changes.
4.	Click the check box by "change from element background color" to make question boxes through out your survey the color of your background. If the box is unchecked, the question boxes will remain white.

Designing my surveys with view of…- By clicking on the drop down box, you have the option of looking at all pages or a particular page. This is especially useful for surveys with many pages.

Add/Edit Page - Allows you to add a new page to your survey. Once the page is added, you will be able to edit the page, as well. This screen allows you to change the title of the page and add or edit any text you may want at the top of each page.

Add Logic (for a page) - Allows you to create skips from one page to another page regardless of question responses selected by a survey taker. For example, all respondents on page 2 will automatically skip to page 4 after clicking forward on page 2. To add a skip:

Click "add".

Once you have created the desired skips, click "update" to activate the change.

To make the skip active, click the "active" check box to the left of the page.

Add question skip - Allows you to create skips from one page to another page, based on specific responses selected by a survey taker. To add a skip to a particular question,

Click "add question skip".

Select the desired question that you want to create a skip for from the drop-down box.

Click "add question skip".

Use the drop-down boxes that appear to select the response and "jump to page" information.

To make each skip active, click the "active" check box to the left of the page. Keep in mind, you can create numerous skips per question.

Add page - Allows you to add a new page. You can add a page before or after any question in the survey. The arrows by each page allow you to move a page up or down. To add a new page, click "add page". On the next screen that appears, you have the option to name your page and add a description about the page if you desire. You can make the page title visible or invisible.

Survey options Top

Survey options are available only to Premium Members. As a Premium Member you will have several additional survey options when designing your survey. Once you have selected one or more of the above options, click "update" or "reset" to continue.

·	Redirect respondent to this url - After completing a survey, you can send a respondent to a custom url such as your Web site. Simply type your Web address in the text box. Note, do not include http:// in your url. You also have the option to redirect respondents to the results to the survey or to simply close the window when they complete the survey.
·	Email me confirmation - This feature allows you to be notified by email after every survey that has been submitted. This is useful if you would like to monitor number of responses in real time without having to visit your client account at Insiteful Surveys. No survey data will appear in this email.
·	Survey Limits - This feature allows you to control the responses for your survey.
	-	Allow only one response per respondent - Select this option to prevent a person from taking your survey more than once. If you don't have a preference, just leave this blank.
	-	Maximum responses - Select this option to limit the number of responses you want collected for a particular survey. This is especially useful if you are on a budget and want to stay under a certain number of responses.
	-	Cut off time and date - Select this option to indicate the exact time and date that you desire to stop collecting responses.
·	Permissions - Select this option if you would like to password protect your survey. This is useful if you want to limit the general population from taking your survey. You can pass out the password via email or other means to preferred respondents.

Collecting Responses Top

Create Link - To create a link for your survey to place on your site or in a personal email:

Click the "collect" icon on the "My Surveys" screen.

Click on "Create Link".

On the next screen you will see two links. One will be for a Web site link and one will be formatted to place in an email. To select the url of your choice, simply click the mouse and drag over the text.

Then do a "right mouse click" to copy the url or go to "edit" and "copy" on your browser.

After this you can paste it on your site or in an email.

Send email message - If you would like to email a survey invitation out to a list of email addresses, then go to "My Surveys" and click the "collect" icon. You will then click "send email message". On the next screen you will see several options and text boxes. Follow these steps to send your email message:

Below selected survey, click the drop-down box and select the survey that you would like to send an invitation for.

Below "email address" type or paste one or more email addresses (one email address per line) into the text box below "email addresses".

Below "subject" type in the subject of the email that will be sent out.

Below "body text" type in the body of your email.

Below "reply address" type the email address that you desire to represent the sender of the email.

Once you finish these steps, click "preview" to send the email to your own email address to see what it will look like or click "send" to send your email out to your recipients.

Create pop-up invitation - If you would like to initiate a pop-up invitation on a Web site, then click on "create pop-up invitation". On the screen that appears, you will see several options. Follow these steps to create your pop-up invitation:

Select the desired pop-up type, invitation pop-up or survey pop-up. The invitation pop-up includes a pop-up window invitation followed by the actual survey window. This can be used if you want to introduce the survey before the survey actually pops up. The survey pop-up includes only the survey window. This can be used if you do not wish to have a formal introduction to the survey.

If you select invitation pop-up, then the next step will be modifying/creating the text for your pop-up window under "message". Simply type in the message. You can apply html formatting to bold the type. If you select "survey pop-up", then you will be able to modify just the width and height of the survey pop-up window.

Under "window status", you can edit the width and height of the initial invitation pop-up as well as the font and background color. You will also be able to edit the width and height of the survey pop-up.

Under "pop-up frequency" choose how often you want the survey to pop up, whether it pops up on exit or entry to a particular page, whether you want it to pop up once per user or not, and how long the cookie will last.

a.	You can determine frequency of pop-up by customer count or by percentage.
b.	Choose "entry to" or "exit of" for your pop-up window. If you want a site visitor to be intercepted as soon as they come to a particular page, then use "entry to". If you desire a site visitor to be intercepted only when they leave the page, then use "exit of". "Exit of" is highly recommended as it gives respondents a chance to look around at the site before being popped.
c.	If you wish for any particular visitor coming to your site to be intercepted only once, then check the box by "pop-up only once per user".
d.	If you do check "pop-up only once per user", then you have the ability to indicate the number of days until the user will receive a pop-up again if they re-visit your site.

Under "button captions", you have the ability to edit the text for "accept" and "decline" buttons on your survey pop-up window.

When you are ready to view your edits, click "update," and then click on preview to see what both windows look like.

Once you are satisfied with the appearance of your pop-up window(s), select next to generate your script.

On the next page, your generated script will appear. Select and copy this line of script and paste it between your <head> and </head> tags on any of your desired Web pages. It is recommended that you place the script immediately before the </head> tag.

If you decide to edit the pop-up windows later, you will be able to go back to "create pop-up invitation" and edit the options. Clicking "update" will activate the new script, but the actual line of script will remain unchanged. So, you will not need to alter the script text that you pasted into your site.

Analyze Top

To see the results of your survey, click "analyze". You will see the number of responses that have been collected next to the "analyze" icon. Once you enter this page, you have several options:

·	Seeing result summary for specific pages. Next to "result summary", click on the drop down box and select a particular page in your survey (if you have a multi-page survey) to view results on that page only. Stay on "all pages and questions" if you desire to see all the pages in the "result summary".
·	View detail - This feature will allow you view the results for individual respondents. You will have the option to delete undesired responses from this screen.
·	Export - This feature will allow you to download your results as a .csv file. You will then be able to analyze the data with a statistical program of choice.
·	Add/Edit filter - This feature will allow you to view only those respondents that choose certain answers to specific questions. For instance, you might want to look only at those respondents that answered choice A in Question 1 and choice B in Question 2. To add a new filter click "add filter". Once you have selected the questions and choices, click "add filter" again. Make sure the "active" box is checked for the filters you wish to use.
·	Sharing results - You can choose whether you want to share the results of your survey with someone else via the web. Choose "sharing on" to share the results with anybody you choose. Choose "sharing off" to prevent anyone from viewing the results.
·	Configure (sharing) - Click configure to set up the sharing options. The url in the text box can be copied and pasted into a web browser to enter the summary page.
	a.	Password - Enter a password to restrict access to your survey results.
	b.	Reports visible - choose whether you want to show both the "result summary" and "detail", "summary only", or "detail only" to others.
	c.	Open ended responses - choose whether or not you want to display the open ended responses or not.
	d.	Filter responses - choose whether or not you want to enable another to filter responses.
	e.	Export responses - choose whether or not you want to enable another to export responses.

Miscellaneous Terms Top

·	My surveys - This screen becomes your control panel once you have begun designing your survey(s).
	-	Design - Go here to create or edit a specific survey.
	-	Collect - Go here to choose your survey collection options.
	-	Options - Go here to add other features to your survey.
	-	Analyze - Go here to view your survey results.
	-	Clear - Click here to delete all responses for a survey.
	-	Delete - Click here to delete an entire survey.
·	Active surveys - On "my surveys" page. Indicates number of active surveys.
·	Month responses - On "my surveys" page. Indicates number of responses collected during the current month.
·	Total responses - On "my surveys" page. Indicates number of responses collected since your account was created.
·	My messages - (Located on top of each page) - Shows a log of past email messages sent.
·	Account Info - Where you can change your main/billing information, change password, or cancel your premium membership.
·	Logout - Allows you to logout so no one else has access to your account.