Education Hour: What's New in Survey Analytics (April 2014)

EDUCATION HOURApril 2014

Thursday, April 24, 14

Agenda ...

“WELCOME!”

1 hour Monthly overview of tips and tools to make the usage of Survey Analytics more efficient and even fun to

use to meet your research goals.

We will meet every month.

All Clients Welcome!

Debut new products/services now available to all current clients

Great way to review enhancements to existing license!

AGENDA• Tips on how to use a Multi-Deployment

Strategy using Survey Analytics

• Bootstrap3 is now live: What is it, and why it’s great news for existing customers

• Dashboard & Custom Dashboard Revisited

• Online Panel Enhancements: Themes & Rewards

• Mobile Enhancements: SurveyPocket & SurveySwipe

• Demonstration

• Q & A

Developing a Multi-Channel Research Strategy on Survey Analytics

MULTI-CHANNEL RESEARCHNot talking about Cable TV Channels!

*Market research projects that have 2 or more deployment strategies to reach your target respondent base.

MULTI-CHANNEL RESEARCHNot talking about Cable TV Channels!

*Market research projects that have 2 or more deployment strategies to reach your target respondent base.

THE SET UPGetting Started

* Establish client goals

* Develop Research Plan

* Figure out completion rates required.

Example: 1300 completes US Residents who live in states with over 8% unemployment rate

* Set up partnerships and vendors to use. This includes Survey Analytics!

WHERE TO GET SAMPLE?Evaluation of Sample/Respondent needs:

Completes Needed: 1300 completeMix of Mobile and Online respondents

*1- Internal Survey Analytics respondent panel

*2- Partnership with QSample to provide sample at a moment’s notice

*3- Marketing on social media and online forums

*4- Survey Pocket Field respondents

*5- Set up an Incentive

SURVEY PROGRAMMINGTip: Make sure that the survey you program is compatible on multiple platforms: Mobile & Online!

* Only need to program it once in Survey Analytics: Multi-deployment channel already built in to target respondents

* Dedicate time to TEST on all platforms!

* All data flows into one area

* Apply custom variables or external references to survey URL for tracking both online and in person marketing (QR Codes/ Marketing banners, etc.)

MULTI-CHANNEL SECURITYSecurity settings in all surveys is important, and x times more important for every additional channel you plan to use

* Make sure to outline security settings expectations for each: Online survey, mobile, online community, in person, phone, etc.

* Set up security options in Survey Analytics under the Edit Survey >> Security Settings

*Mobile Settings: update security

*Panel settings update security

SET UP DEPLOYMENT SCHEDULESet up a Calendar & Schedule deployment on multiple platforms on different dates/times

*1- Social Media Marketing Campaign

*2- Posters, collateral QR code URL promotions

*3- SurveyPocketField data collection deployment

*4- Deploy to internal community using panel management tool

*5- Supplement with qSample

MULTI-CHANNEL ANALYTICS SIMPLIFIEDAll data from multiple channels should be in one place

* Save time compile data from multiple channels!

* Segment by deployment channels

* Compare results to see which deployment channels work the best & cost effective

* Export/Download to xls, csv, spss, sql, ppt, word, etc.

SURVEY ANALYTICS

Survey Analytics has implemented Bootstrap, a front end tool kit created by Twitter!

Automatically compatible on all online and mobile platforms as well as different browser versions

Icons, theme, format changes, and more!

Goal: Better User Experience!

Make Survey Analytics even more intuitive and easier (less steps) to set up, deploy, and analyze data!

BOOTSTRAP 3

Dashboard Reports: Configurations

Survey Configuration now Available in Dashboard & Custom Dashboard Report

Real-time configuration!

Click on wheel icon for each question

Download configured data

Share with other dashboard accts (access to configured data)

Update themes!

Customize charts and grids for best analytical display!

DASHBOARD: CONFIGURATIONS

Update themes!

Quick Custom Variable Mapping

Easier to update and map custom variables to names/values to be used for piping, logic, raw data, and data segmentation!

• Enter one variable mapping per line.• Each custom variable can be mapped to only

one value.• Display Name should be unique.• Code must be unique and should not contain any

special characters including 'space'. It is an optional field.

• First column is custom variable number. For example '3' for 'custom3'.

Format:Custom variable number, Display name, CodeExample:1, Country, CN2, Department, dpt

QUICK CUSTOM MAPPING

Easier to update and map custom variables to names/values to be used for piping, logic, raw data, and data segmentation!

• Enter one variable mapping per line.• Each custom variable can be mapped to only

one value.• Display Name should be unique.• Code must be unique and should not contain any

special characters including 'space'. It is an optional field.

• First column is custom variable number. For example '3' for 'custom3'.

Format:Custom variable number, Display name, CodeExample:1, Country, CN2, Department, dpt

QUICK CUSTOM MAPPING

WHAT’S NEW IN PANEL

NEW THEMES: PANELIf you have no time or design horsepower to create a theme for your online community or panel, then SurveyAnalytics makes it easy with an out of the box library of mobile responsive themes!

Simply select a theme and upload your logo / header and your community homepage and member portal are complete.

Login and Access Panel settings to change themes.

THEMESKey benefits of new themes:

- Better UI

- responsive mobile first

- BS3 is easier to theme and lays the foundation for easier custom theming across the application.

- Smaller file sizes by minified properties. Bootstrap 3 is much more viable for sites that need to work well on under-powered mobile and tablet devices.

- Better UI

What’s New on SurveyPocket

*Cool New Stuff*NEW ON SURVEYPOCKET

1. Multiple Questions on a screen

2. White label Options: Customize look and feel of your offline tool. Options include to create your own APP.

3. Dashboard report: Finish surveys where you left off.

New Version IOS Released 4/21/14

Android: New version in store now

What’s New in Mobile

*Cool New Stuff*MOBILE APP SDK Software Development Kit (SDK) available for all Mobile Applications

Add surveys to existing mobile apps

Real-time results on-the go!

All platforms

In includes Passive data collection

White label to match App look & feel

Easy plug-in process for your current mobile apps

Time: Within 1-3 weeks

Pricing: Speak to CST manager

All platforms

*Cool New Stuff*PANEL ACCESS CODE ADDEDAll Survey Analytics panel customers can now take advantage of SurveySwipe at no additional cost. If you have a panel with us, you can create a panel access code and enable SurveySwipe in just minutes! Unique identifier (Mobile ID) Panel Access Code to login to correct mobile community

Available on IOS and Android

*Cool New Stuff*PANEL ACCESS CODE ADDEDAll Survey Analytics panel customers can now take advantage of SurveySwipe at no additional cost. If you have a panel with us, you can create a panel access code and enable SurveySwipe in just minutes! Unique identifier (Mobile ID) Panel Access Code to login to correct mobile community

Available on IOS and Android

LIVE DEMO

PRICING SPECIAL FOR ATTENDEESTo thank those who attended the Educationhour Survey Analytics and qSample is offering a 10% discount for sample or respondents needed for surveys for first time qSampleCustomers!

http://www.qSample.com

Mention your attendance to your account manager or sales rep to qualify

Help & Support

http://www.surveyanalytics.com/helpAvailable 24/5

THANK YOU FOR ATTENDING!

Education Hour: What's New in Survey Analytics (April 2014)

Education

Transcript of Education Hour: What's New in Survey Analytics (April 2014)