161 Forbes Road Braintree MA Phone: (781) Fax: (781) What's in it? Key Survey & Extreme Form

Transcription

1 161 Frbes Rad Braintree MA Phne: (781) Fax: (781) What's in it? Key Survey & Extreme Frm

2 CONTENTS Cntact Manager... 3 Participant Prtal... 3 Reprting Imprvements... 4 Surveys/Frms creatin... 6 Usability and Other General Imprvements... 9 New Plug ins Launch functinality API Security Remved functinality

3 CONTACT MANAGER Cntact Manager is a new mdule f the applicatin that allws users t stre and manage cntacts and launch t the selected cntact list. Here is a brief list f functins available in this mdule. Please refer t the Help guide fr the cmplete list f ptins: Create yur custm cntact fields Imprt cntact file Generate unique identifier fr each cntact Synchrnize yur cntacts list with external cntact database Set up data flw frm the cntact manager int a survey Update cntacts prfile inf frm their survey respnses Cntact Manager plug in allws the creatin f a cntact frm a respnse t yur survey r frm Filter cntacts list and save filters fr ther surveys Survey Participatin Statistics f the cntacts PARTICIPANT PORTAL Let yur participants frm a cntact manager take surveys n a prtal Create lgins and passwrds fr prtal users Custmizable prtal design Specify Frm and Until dates fr the survey t appear n the Prtal Add hyperlinks that lead t any external webpage r dcuments t yur prtal - 3 -

4 REPORTING IMPROVEMENTS Inline reprt editing in Summary reprt: Edit text labels Resize graphs Mve graphs Custmize graphs Advanced filters with running dates Edit graph page imprvements: Align a graph inside r utside f a table (left, right, tp r bttm) Hide graph Shw axes fr bar graphs, add axes labels Shw threshld Uplad exprted files t FTP Users can nw schedule reprt exprt and files uplad t a custm FTP lcatin

5 Exprt Time Series t PDF. Imprved PDF exprt lk. Charts in PDF nw lk exactly as they d in yur nline reprt. Supprt multiple chice questins when exprting t SPSS and WrldAPP Analytics. Supprt nline filters fr reprt exprt t MS Excel, CSV and SPSS. Online reprt filters nw supprt Rate and 3D matrix questins. Yu can filter data via URL by a questin clumn. Reprt text filters nw wrk with upper case wrds and supprt NOT lgic in advanced filters in reprts. Captcha, if present in a survey, becmes hidden in reprt by respndent. 3D matrix questins exprt 3D matrix questins that have check bx clumns nw exprts 0 and 1, similar t a check all that apply questin type

6 SURVEYS/FORMS CREATION Create surveys frm a file. Imprt survey questins file in CSV frmat and the system will create questins autmatically. Piping nw wrks in survey Headers and n a Welcme back page. Attach multiple files t Alert message. Uplad yur wn [Clse] buttn fr the Thank yu page. Multi lingual surveys. Key Survey will check the language f a respndent s internet brwser and will autmatically suggest the survey in that language

7 Unsubscribe me page can be translated int different language. Rich Text Frmat fr answer ptins: WISIWYG editr fr answer ptins and quick input fr special system tags like Quta r New Clumn

8 Nw users can hit Enter key while typing in their answer ptins in bth standard and rich text mdes withut having t g t the quick mde. Find and Replace text in the whle survey

9 USABILITY AND OTHER GENERAL IMPROVEMENTS Three pane interface f Survey hme page. A new pane n the right side f the screen cntains the mst ppular ptins and settings, like survey ID, survey design thumbnail, survey s activity dates, respnse rate, survey name, title, etc. Inline editing f the survey name, survey title, internal ntes, and redirect URL is available frm the survey hme page. Three pane interface f Reprts page. A new pane n the right side f the Reprts page allws quick access t the exprt ptins, inline editing f the reprt name and reprt title. Ggle Chrme and Safari brwsers have been added t supprted brwsers list Key Survey applicatin interface is nw available in French Shw a brwser warning message if the brwser versin is nt supprted Yu can dwnlad yur accunt usage reprt at My Accunt page Survey categries assign a categry t yur survey and manage yur surveys easier Select mre than ne survey t mve r delete using Ctrl r Shift key n yur keybard. Reset ptins fr Click Thrugh Rate allws t start cunt f clicks frm 0 Tree Flder structure fr Layut Themes New lk f the Custm Layut page. Nw it is called Style and yu can select fnt family, mdify the style f the errr messages, brders styles, page numbers, header and fter. Survey Lg editing has been imprved. Nw yu can specify the size fr yur survey lg. Exprt t CSV cmpatible with Uplad Respnses functin yu can exprt respnses and then imprt them int anther identical survey. The data will be exprted in the frmat cmpatible with imprt functin. Survey size adjusts t the mbile device brwser screen autmatically - 9 -

10 NEW PLUG-INS Remte Validatr Plug in (in Misc categry). The plug in allws the third party applicatin t validate survey respnse input. Survey Respnses Signature Plug in (in Misc categry). The signature indicates if respnse r the survey questins/answer labels and structure was mdified after the respnse was saved. Select All plug in (Visual & Interactive categry). Respndent can check a bx t select all answers in the Check all that apply questin type. Interactive Lgic (Lgic, Quta and Randmizatin categry). Questins are displayed n the page if required answer ptin is chsen. This new plug in des nt require a page break between the questins. Star Rating plug in (Visual & Interactive categry). Yu can replace a regular scale with stars fr rating questins. Drag and Drp ranking plug in. T rate ptins yu can let respndents drag items frm ne clumn t anther in the ranking rder. 3D Matrix Calculatins (Visual & Interactive categry). Yu can calculate SUM and Average fr the 3D Matrix clumns and rws

11 LAUNCH FUNCTIONALITY Survey reminders are nt sent t the addresses that were bunced back with Unknwn status during the riginal launch Test reminder befre scheduling the reminder reminder ptin is nw fund n the right panel f the survey dashbard Schedule multiple reminders. Nw yu can save mre than tw reminders. Attach multiple files t survey invitatin s Scheduled Launch via Cntact Manager API Delete incmpletes via API SECURITY Require the user t re set their passwrd after the passwrd reminder has been sent Access t user passwrds was clsed t WrldAPP supprt. Supprt nw cannt check passwrds fr users and user will need t reset the passwrd if frgtten. Annymus surveys autmatically hide autfilled and passwrd fields in reprts Remte survey XML exprt is nw available t authenticated users nly

12 REMOVED FUNCTIONALITY survey inside reprt inside Address bk address bk will still be available fr users in versin 8.0 hwever we stp supprting this functin and will be cmpletely remved in the fllwing versin. IE 6 and IE7 are remved frm the supprted brwsers list fr the survey administratrs. Respndents still will be able t participate in surveys and frms using IE 6 and IE