Archive for the ‘Basic Survey’ Category
Basic Survey is easy online solution for creating and delivering online surveys. In previous tutorials, we’ve discussed how to to create your first survey, and customize the “look and feel” of your survey. In this tutorial I’m going to show you how to customize the page that is displayed to the user when they have completed your survey.
I’ll begin by logging into my Basic Survey account and clicking on the Create tab.
This will take me the Create Surveys screen, where I want to click on Configure ‘Look & Feel’.
From the Look & Feel page, I want to scroll down to the very bottom of the page and click on the Edit Customized Page button.
This will open a new window with a Rich Text Editor that I can use to edit my response page. I can also use the %TITLE% placeholder to display the title of my survey and the %ID% placeholder to display the user’s identification (assuming I ask for it when I create my survey)
The toolbar across the top offers me several options for customizing the response page. The top-most toolbar displays three dropdowns, the first of which is the Style dropdown. From here you can select the format of the text (the options will look familiar to anyone who has ever used HTML). The second dropdown, Font, allows me to choose a specific font-face to use from a list of web-safe fonts. Lastly, the third dropdown, Size, allows me to set the size of the type.
The second toolbar has several buttons that may look familar to you if you’ve ever used word processing software or a web editor. From left to right, I can bold, italic, or underline the text. I can set the alignment to either left, center, right, or justified. The next button is the horizontal rule, which places a horizontal line across the width of the page. I can insert either a Numeric List or a Bulleted List by clicking on either of the next two buttons. The following two buttons will either Outdent or Indent the text. Next, I have the Font Color and the Background Color. Finally, the last three buttons will allow me to insert a hyperlink to a web page, an image, or a table all to help jazz up the appearance of my page.
At the bottom of the editor, underneath the editing window itself, is the option to View/Edit Source Code. For those of you who know HTML and CSS, you can edit your response page source to even more customizing options, even blend your reponse page into your website.
Once I’ve finished making my changes, all I need to do is click the Submit button and my changes will be saved. From here on out, when a user takes one of my surveys they will be thanked by the page that I’ve set up here.
Changing the Look and Feel in Basic Survey is a very simple process. Start by logging into your account, create a survey and add a few questions if you do not have one created already. Once the survey is created, click the CREATE tab then click “Look and Feel.”
Scroll down to the “What the Survey Should Look Like” area and click the background color link and select a color from the picker. If you know CSS, you can customize the survey even more by clicking the link next to the “Do you know how to write CSS.” You can also manually type in the hexadecimal color value (if known) to match a specific color that may not appear in the color picker.
Note: You can download free color pickers to get specific hexadecimal color values to enter in the look and feel.
Do the same with the font color then select the font size you would like. Click the “Click Here to Update the Preview Below” to view the changes you have made.
After you are satisfied with the new layout, click Submit Changes.
Creating a survey is broken down into 5 steps listed below.
1. Create Questions
2. Setup Survey (Look and Feel)
5. Turn on Email Reporting
Step 1 – Create Questions
Begin by clicking Create Questions or Add Questions on the left.
Select the answer set you would like to use then enter your question.
Give the question a category (or select from a list of categories) and click Add Question.
Repeat this process until you are satisfied with your question list.
Step 2 - Setup Survey (Look and Feel)
Click Look & Feel on the left and select the appropriate choices.
For this example, I will leave the default settings as is and click Submit Changes.
Step 3 – Create the Survey
Click Create – this is a new survey and enter a name. Select the number of questions from each category and click Publish Survey.
Step 4 – Taking the Survey
Step 5 – Turn on email reporting for the surveys
Click the Account tab and select Response Report from the Email Responses drop down box.
Note: All survey responses will be sent to the email address listed under the Account tab