EFM Community 3.1 Enhancements & New Features

Transcription

1 EFM Community 3.1 Enhancements & New Features April 2008 WHITE PAPER

2 For technical support please call: Or visit: Hwww.Vovici.comH Please contact Vovici technical support if you believe any of the information shown here is incorrect. Companies, names, and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Vovici Corporation. Copyright 2007, Vovici Corporation. All Rights Reserved. All other company and product names are trademarks or registered trademarks of their respective holders. Printed in the United States of America April 2008 Page 2 of 52

3 Table of Contents 1. Introduction New Online Portal The Portal Process Administrators Portal Control Panel Overview WYSIWYG Design Environment Portal Modules Setup Controlled Access for Member Users Portal Filters Survey Properties and Your Portal Portal Management Overview Inviting Existing Community Members to join your Portal Portal Profiles Portal Survey Authorization Member User View of the Portal Portal Control Portal FAQs Storing Data Map of Values for Reporting Importing a Survey from EFM Feedback Code Block (ability to add snippets) Member Status Report Thank You Message Apply All Net Promoter Score Question Type Known Issues Fixed with the Page 3 of 52

4 1. Introduction The purpose of this documentation is to provide a description of what Enhancements and New Features are available in the Vovici 3.1 release of EFM Community Standard and Community MR. New functionality available in this release includes: The ability to create and manage customizable, brandable online portals with the new Online Community Builder Module. * Storing Data Map of Values for Reporting. Code Blocks the ability to customize your survey presentation with embedded HTML and JavaScript snippets. The ability to import survey content and response data from EFM Feedback into EFM Community. Author custom Thank You s that are triggered when respondents complete a survey. New Community Member Status report that allows you to see the status of your Community. Apply All - this option is used to apply appearance and validation features to all questions of the same type. Net Promoter Score (NPS) this is a new library question type that is used to provide metrics on your customers who will "promote" your company and recommend your services to others. All enhancements and new features are described within this documentation and screen shots are provided where deemed necessary. For additional details on any new functionality, please refer to your EFM Community Online Help along with the Portal Administration Guide which provides you a How To look at all Portal functionality and is available for download in PDF format within the Online Help. *Note: You must purchase the "Online Community Builder" Module in order to have access to the Portal functionality. Contact your Vovici Sales Engineer for additional information at Page 4 of 52

5 2. New Online Portal In this release Vovici announces the deployment of Portal functionality which allows the Portal Administrator to create a content management solution utilizing a variety of modules. This provides another level of customer feedback capability as well as the ability for panelists to see and take surveys; edit demographic information (Portal Profiles); and receive messages posted by the Portal Administrator. Note: You must purchase the "Online Community Builder" Module in order to have access to the Portal functionality. Contact your Vovici Sales Engineer for additional information at The Portal Process Administrators The portal process includes the following steps: Your portal URL is configured by your Host (Vovici) Login to Your Portal (Administrators) Edit default module pages (settings, text) Create new pages Add additional modules Set module permission and configuration Preview my Portal Invite people to join your portal Note: It is not a requirement to add additional modules you may only need the default modules that are provided with your portal. Once you login to your portal, you will see the standard default template screen (example provided below), which includes the following modules: My Surveys Completed Surveys Active Surveys Profiles Recent Product Announcements Member Registration Note: For a complete list of modules see section 2.4. Portal Modules. Page 5 of 52

6 Portal Page Example Admin View Page 6 of 52

7 2.2. Portal Control Panel Overview The Control Panel is displayed to Administrators and the Host (Vovici) once you login to your portal. It is divided into three sections: page management, module management and common tasks. The Page Functions section is located on the left side of the control panel and is accessible to Administrators and the Host. It enables these users to add a new page (Add), edit the current page settings (Settings), delete the current page (Delete), copy the current page (Copy), and preview the current page (Preview). The Module section is located in the center of the control panel and is accessible to Administrators and the Host. It enables these users to add new or existing modules as well as set the role visibility, title, the location and alignment of the module being added. The Common Tasks section is located on the right side of the control panel and is accessible to Administrators and the Host. It provides quick links to the following administration tasks for this portal: Site (the Site Settings page), Users (the User Account page), Roles (the Security Roles page), Files (the File Manager), and Help (the online help URL set by the host). Control Panel Display Page Functions of Control Panel Page 7 of 52

8 Module Functions of Control Panel Common Tasks of Control Panel 2.3. WYSIWYG Design Environment As the administrator you can design and view the portal site using the Control Panel (shown below). The portal setup is accomplished in an easy-to-use WYSIWYG environment (What You See Is What You Get). You can easily change modes by selecting the radio button for View, Edit, or Design. Edit and Design modes display the panes on the page and settings controls for each module. Once edits are made, you can switch to View mode to check your progress. When you Edit text on the portal you have the choice of using Basic Text Box or the Rich Text Editor. New or existing modules can be added to your portal and displayed where you want them by utilizing the module controls in the Control Panel. Actions can be taken against a module by using the arrow icon drop-down menu for that module located to the left of the module title. Please note that choices in this drop-down menu vary according to module. Page 8 of 52

9 Administrator Control Panel Module Settings/Drop-down Menu Options Page 9 of 52

10 2.4. Portal Modules The table below provides you a look at what modules are currently available along with a short description. My Profiles Module Description Vovici Offers & Supports Allows Administrators to publish profile surveys to members, and for members to complete the profiles to build demographic data for their community. X Provided but not Currently Supported Comments Vovici custom module Active Surveys Allows Administrators to request members to take surveys in the portal. Members can take surveys, and finish partially completed surveys. X Vovici custom module Completed Surveys Allows members to see previously completed surveys, and view aggregate responses from other members. X Vovici custom module My Account Allows all members to register, and manage account settings. X Vovici custom module Announcements Produces a list of simple text announcements consisting of a title and brief description. X Administrators can use this module to broadcast info to all portal members. Page 10 of 52

11 Text/HTML Module Description Vovici Offers & Supports This module renders a block of HTML or Text content. The Html/Text module allows authorized users to edit the content either inline or in a separate administration page. The content is stored in the database. According to module settings, tokens can be used, that get replaced during display. X Provided but not Currently Supported Comments Administrators will use this module to provide a level of customization and branding continuity to their portal. Account Login This is the standard login interface. X All Vovici custom portal sites must include member registration and login. Help The Help module suite consists of two integrated modules titled Help and Category. X This module will allow Administrators to publish knowledgebase-type content to members. FAQs Allow you to manage a list of Frequently Asked Questions and their answers X This module allows Administrators to publish FAQs to members. Feedback Allows visitors to send messages to the Administrator of the Web site. If a visitor is already logged in, their name will automatically populate the form. X This module will allow members to give community-related feedback to the Administrator. Page 11 of 52

12 Forum Module Description Vovici Offers & Supports Enables a community tool for creating and managing topics of discussion and replies. User moderation, avatars, smileys and notification are supported. Provided but not Currently Supported X Comments This module allows the Administrators or members to create new threads, allow the Administrator to manage the threads, and allows members to post to a thread. iframe This is an Internet Explorer browser feature which allows you to display content from another Web site within a module on your site. (NOTE: also supports other browsers e.g. Firefox, Safari) X This allows Administrators to embed content/html from other sites into their custom portal Links Displays a list of hyperlinks to any page, image or file on your Web site; or to a file, image or page on another Web site (NOTE: also supports other browsers e.g. Firefox, Safari) X This allows Administrators to create a list of links with descriptions. Media Will support all kinds of media, for instance; Flash, QuickTime, RealPlayer, Windows Media, various Audio formats, etc., and not forgetting Images X This allows Administrators to embed media files into the custom portal. Search Input The Search Input module displays a search box where users can perform keyword searches of the site. X This module can be associated with either the default Search Results module which is included in the site, or may be associated with an instance of the Search Results module which can be added to any page. Page 12 of 52

13 Module Description Vovici Offers & Supports Search Results The Search Results module allows Authorized Users to set the properties of Search Results. Provided but not Currently Supported X Comments The Search Input module MUST be added to the site in order to perform a search. Wiki This module allows the collaboration of work from many different authors. A Wiki site allows anyone to edit, delete, or modify the content on the Web. X Blog The Blog module consists of a suite of five integrated modules that enable authorized users to create and maintain a Blog (web log). X Events The Events module displays upcoming events as a list in chronological order or in a monthly or weekly calendar. X Each event listing includes a title, description, and date. Display of an image and the event time is optional. Each event can be set to automatically expire on a particular date, or re-occur by any specified number of days, weeks, months or years. Height and width properties for calendar cells can be set. Page 13 of 52

14 2.5. Setup Controlled Access for Member Users Navigation While in your Portal, click the drop-down arrow next to the module title then click the Settings option for that module. Go to Basic Settings and locate the Permissions section. Use This option allows you to set controlled access for a member user for select modules. The Portal Administrator can give controlled access to select pages or modules for select member users instead of assigning these individual users full admin rights. In a particular module, the Portal Administrator can add exception member users and can assign permissions to View Module, Edit Module or both. Exception member permissions are setup using the Username ( address) of the member. If you want the user to Inherit View permission from Page select the check box. This will effectively gray out the check boxes in the View Module column. The user will be able to view the page/module. Note: If this check box is selected, View permission is inherited and the Administrator can only assign 'Edit Module' permission for the exception member. Steps 1. Select Settings for the module. 2. Go to the Permissions section. 3. In the Username text box, enter the address of the user. 4. Click Add. Page 14 of 52

15 Permissions for Exception Members Page 15 of 52

16 2.6. Portal Filters Navigation In EFM Community select the Community tab then select the Filters tab. Use Filters are used to assist Community Administrators in managing their community and viewing their portal membership. The filter dialog has an added field called Portal Membership Status which contains these options in a drop-down menu: Not yet invited Invited, But Not Registered Registered Member To set a filter option for Portal Membership Status, select the check box for this option then select the status option from the drop-down menu. Community Filters - Portal Membership Status Page 16 of 52

17 2.7. Survey Properties and Your Portal Navigation In EFM Community select the Surveys tab then select a survey from the Surveys List. Select Design Questionnaire, then select Questionnaire from the menu bar. Select Survey Properties from this menu. Use The Portal tab is used to set default options for the portal to govern what portal members will see when they log in. The Survey Properties dialog contains two tabs: General tab Portal tab Note: The Portal tab will only show if the member has been granted portal access. General Tab The General tab contains these options: Respondent Source - select the survey type. Workgroup Community External Access List External List Open Participation Survey Tag Line - specify the survey tag line origin. Default Custom Link Survey Operation - select an option for surveys. Do not allow respondent to update completed survey Resume survey from last page Page 17 of 52

18 Survey Properties - General Tab Portal Tab The Portal tab contains these options: Active Surveys Estimated time to complete survey (mins) Completed Surveys Allow all members to see survey results Page 18 of 52

19 Survey Properties - Portal Tab Page 19 of 52

20 2.8. Portal Management Overview The Portal tab under the main Community page displays templates that are used by the portal administrator to send messages to members pertaining to various functions. Included templates are: Lost Password Member Account Change New Member Invitation Reminder Invitation Welcome These preconfigured templates can be modified using the rich text formatting options presented in the tool bar of the message. The Subject line can be edited as well as the message text. In addition, each preconfigured message has several replaceable fields that can be utilized to insert information into the body of the message as appropriate. Simply place your cursor at the location in the message where you want to insert the information and double-click the name of the desired replaceable field in the dialog box beside the message text. When the message is sent, the field will be replaced by its actual value from the database. Note: In the Fields text box in the Message Editor, there will be a "Portal URL" replaceable field if the customer/workgroup has a configured portal URL. This URL will take recipients of the to the Login page of the portal for that customer/workgroup. The portal administrator also will have the option of sending a test message to their own address to check the message for accuracy before sending it out to others. To send a test message, click Send Test at the bottom of the message. When sent, a yellow confirmation box will be displayed below the message text box. Click Save to store your message for future use. Note: See the EFM Community 3.1 Online Help for additional information on each type of message. Page 20 of 52

21 Portal Tab - Messages 2.9. Inviting Existing Community Members to join your Portal Navigation From the Community tab select the Members subtab. Select the Actions drop-down menu. Then select Send Portal and the type of invitation you want to send. Use This option is used to send an invitation or reminder message to existing community members about registering for the portal. There are two types of portal messages that can be sent: Initial Invitation Reminder Initial Invitation Selecting Initial Invitation will bring up a prompt: "This will send an invitation to all community members in your filtered view of the grid that have not already registered for the portal." Select Yes to send, No to cancel. Page 21 of 52

22 Send Portal - Initial Invitation Initial Invitation Prompt Reminder Selecting Reminder will bring up a prompt: "This will send a reminder to all community members in your filtered view of the grid that have been invited but have not already registered for the portal." Select Yes to send, No to cancel. Page 22 of 52

23 Send Portal - Reminder Reminder Prompt Page 23 of 52

24 2.10. Portal Profiles Profiles can now be created and published to your portal. Navigation Navigate to the Community tab and select the Profiles tab. Use Portal profiles are used to collect and update information about your respondents or panelists. They are created and posted to your portal and then panelists can update their profile information by clicking on the profile name in the Profiles module located on your portal. See an example of the Profiles module below. Profiles Module Page 24 of 52

25 In the example below, the Portal Member user clicked the Music Resource Profile from the list of Profiles in the Profiles Module (above) and the Music Resource Profile displayed. See example below. The Portal Member user would fill in the requested information and this info would be collected and updated for that particular user. Music Resource Profile Page 25 of 52

26 2.11. Portal Survey Authorization In order for a portal member to be able to take a survey, the survey must be authorized by the Survey Author so the link is displayed to the portal member when they log into the portal. Survey authorization can be accomplished using these mechanisms: Activating a survey - when a survey is activated it will display in the portal for any registered community members selected for the survey. invitations - an invitation can be sent containing either a link to the survey or a link to the portal. Filtering - a community filter can be used to select a sample of the population of registered or non-registered members to invite to take the survey. Example A user designs a community survey. A number of community members who have registered in the portal are selected. The user activates the survey. The next time any of the selected members logs into the portal, the survey will be displayed in their "My Surveys" module. The user sends an invitation out to the selected members alerting them of the survey. Alternatively, the user could select a mix of registered and non-registered members and send an invitation to them containing a direct link to the survey. Those members who have not signed up for the portal could then be able to participate in the survey. Page 26 of 52

27 2.12. Member User View of the Portal An example of what a typical portal member user would see upon logging into the portal. Member User View of the Portal Page 27 of 52

28 2.13. Portal Control There is a bit located in the Administration section of the Create Role dialog that controls access to modify the portal settings. It is called Configure Portal Settings and if checked permits the user with this role to modify the portal. Configure Portal Settings Bit Portal FAQs Administrator FAQs How do I add a new module to the Portal? 1. Go to the Module section of the Control Panel. 2. Select the "Add New Module" icon. 3. From the Module drop-down text box, select the module to be added; e.g., Text/HTML. 4. In the Title field (optional), enter the Title for the module; e.g., Welcome to My Portal. If no title is entered, the name of the module will be used by default; e.g., Text/HTML. 5. From the Visibility drop-down text box, select from the following options: Same As Page: The module will be set to be visible to all roles that can view the page as set under page settings. This is the default setting. Page Editors Only: The module will be set to be visible to all roles that can edit the page as set under page settings. 6. From the Pane drop-down text box, select the pane where the module should be added. The module will be added to the Content Pane by default. Note: The names of other panes are dependent on the skin used. 7. From the Insert drop-down text box, select the placement of the module from the following options: Bottom: Add the module below all existing modules within the selected pane. This is the default option. Page 28 of 52

29 Top: Add the module above all existing modules within the selected pane. 8. From the Align drop-down text box (optional) select from the following: Left: Aligns module title and content to the left of the pane. This is the default setting. Center: Aligns module title and content to the center of the pane. Right: Aligns module title and content to the right of the pane. 9. Select the Add New Module icon to add the module to the page. How do I control user access to select modules/pages? You can setup controlled access for the selected member user through the Settings option of the module in which you want to restrict access. Access is controlled through the Permissions section under Basic Settings. For more details, see the Set up Controlled Access for Member Users topic in the online Help. Can I use JavaScript in the Text/HTML module? It is possible to use JavaScript code in the Text/HTML module. Alert! Vovici will not troubleshoot and correct the user's JavaScript code. It is the responsibility of the user to ensure that the code is entered accurately. To ensure the best performance, it is recommended that the JavaScript code be entered toward the bottom of the module. It is also recommended that the JavaScript code not require user action such as answering a prompt to avoid any possible issues that would affect the rendering of the page. Can I upload files to my portal site? While in your Portal, files can be uploaded to the portal site by the Administrator through the File Manager function on the Admin drop-down menu. File size is limited by IIS configuration settings. The current maximum is 4GB. Page 29 of 52

30 How do I know who has been invited to my Portal? There are three columns located on the Members tab Invited, Reminded, and Joined. This information is in regards to your Portal membership and a date is provided for each member if they have been invited, reminded, or have joined your portal. See Portal Filters for additional information. How do I add a new page to my Portal? 1. While in your Portal, Click Add from the Control Panel-Page Functions section. The Page Management interface is displayed. Fill in the text boxes as necessary for Basic Settings/Page Details to describe the new page you are adding to the portal site. Note: Each field name is preceded with a "?" icon. Hover over this icon or click it to see more information about that field. 2. Fill in the text boxes as necessary for Advanced Settings (Appearance/Other Settings) to describe the new page you are adding to the portal site. 3. Click Update to add the page. How do I manage my Portal Users? While in your Portal, User Accounts is accessed through the Admin drop-down menu in the tool bar or from the Users button under Common Tasks in the Portal Control Panel. The User Accounts page allows you to manage your user accounts. The main options for user accounts are: Add New User Delete Unauthorized Users Manage Profile Properties User Settings Print These options are available through the drop-down menu next to the page title User Accounts and are accessed by hovering over or clicking on the arrow icon. They are also available at the bottom of the dialog as hyperlinks. Search - You can type criteria in the Search text box or select your search criteria from the drop-down list. Click the magnifying glass icon next to the drop-down list to initiate the search. By clicking any of the alphabet links, you can display user accounts that begin with that letter. Page 30 of 52

31 You can also select All, Online, or Unauthorized to see user accounts under those categories. General FAQs How do I change my Portal password? The My Account (or member registration) module is displayed when you log into the portal and is used to update the name on the account and/or the password. The portal member can perform the following actions on this page: Change first/last name Change time zone Change password Elect to receive survey invitations How do I send a survey to the Portal? The survey author controls which surveys get placed in a member's portal and which members will be invited to take the survey. To be used in the portal, the survey needs to be a workgroup community survey. The survey needs to be activated. Activation causes the survey to display in the portal for any registered community members selected for the survey. Steps 1. The user designs a community survey. 2. In Select Participants members who have registered in the portal are selected to be invited to take the survey. 3. The user activates the survey using the Activate button on the Survey subtab. The next time any of the members selected logs into the portal, the survey will display in their "My Surveys" module. 4. An invitation is sent to members alerting them of the survey and inviting them to log into the portal to take it. The message can contain the survey URL or the portal URL. See Survey Authorization for more details. What are Portal Profiles? Page 31 of 52

32 Portal profiles are used to collect and update information about your respondents or panelists. They are created and posted to your portal and then panelists can update their profile information by clicking on the profile name in the Profiles module located on your portal. 3. Storing Data Map of Values for Reporting Navigation To view the Report Value, go to the Surveys tab and select your survey and select the Design Questionnaire along with the Properties tab and select a question where you have created values for the responses and the Report Value is located in the Logic section. Use The ability for alternative choice values in reporting. New in the 3.1 release of EFM Community is the ability for alternative choice values for reporting. Currently all statistical calculations in reporting are made using a choice's index. For example: How do you like our new line of cars? 1. Good 2. Fair 3. Bad The global storage for this data in the survey results is Good is 1, Fair is 2 and Bad is 3. With the new ability to store the values as a data map for reporting purposes in the API, the survey designer can apply a data map where Good is 0, Fair is 0 and Bad is 1 for example. Calculations like Mean and Standard Deviation will use the data map values as defined by the customer. The new data value mapping for reporting will be done in the Questionnaire Designer. See the screen shot below and the highlighted Report Value. The affected reports are: Frequency table (mean) Statistics (everything) Summary Table (mean) Summary of Means (mean) Trend chart and table (mean, min, max, etc) Page 32 of 52

33 Correlation (values) Gap (values) Top Box and Top Box Crosstab (mean, values) Report Value in Questionnaire Designer Page 33 of 52

34 4. Importing a Survey from EFM Feedback Navigation In EFM Community select Create New Survey then select Import survey content and response data from EFM Feedback to begin the process. Use This feature allows you to import a survey and its data into EFM Community from EFM Feedback. Steps 1. In EFM Community select Create New Survey. 2. Select Import survey content and response data from EFM Feedback. 3. Click Next. 4. Type in the login credentials for your EFM Feedback account. 5. Click Login. 6. Select the radio button for the survey you wish to import. 7. Click Next. 8. Edit the survey name and type a description (if desired). 9. Click Next. 10. The Note page is displayed and your survey is ready to be imported. 11. Click Import. 12. You are placed in the EFM Community interface and your imported survey is displayed under My Surveys. Alert! Some advanced configurations will not port seamlessly from EFM Feedback and may need to be updated manually. These include: - Advanced branching logic - HTML Snippets - Text Formatting - Side-by-Side Matrices - IP Address Includes or Excludes - Custom Validation Logic - Templates (Step 2 above) Page 34 of 52

35 (Step 4 above) (Step 6 above) Page 35 of 52

36 (Step 8 above) Page 36 of 52

37 (Step 10 above) Page 37 of 52

38 (Step 12 above) Page 38 of 52

39 5. Code Block (ability to add snippets) Navigation Select a survey from the Surveys List then select Design Questionnaire. If you are using the Word Processor designer, select Code Block from the drop-down list of question types. If you are using the Step-by-Step designer, select Insert Item then select Code Block from the Insert Item dialog. Use Code Blocks provide the ability to pass through HTML or JavaScript code to the survey page without having to edit the survey pages after publishing. Survey customizations can be preserved between publishing instances. Using the Step-by-Step Designer While editing your survey, select Insert Item. The Code Block selection appears in the Insert Item dialog in the list of question types. Select it and click OK. A text box is displayed without the rich text formatting options where you can enter your code. Page 39 of 52

40 Code Block - Insert Item Dialog - Step-by-Step Designer Code Block - Text Box - Step-by-Step Designer Page 40 of 52

41 Using the Word Processor Designer Select Design Questionnaire in the Word Processor designer view. Use the dropdown menu in the upper-left corner to select Code Block as the question type. Enter your code in the space provided. Code lines should start with a "#" symbol. Code Block Example - Word Processor Designer Page 41 of 52

42 6. Member Status Report View the status of your community members. Status of your community members is broken down and graphed by: New Subscribers Unsubscribes Total Member Population The Member Status Report shows the number of community members on the y- axis and a timeframe by month on the x-axis. A legend is included at the bottom of the graph. You can use the Date Filter feature to include all data on the graph or only include data between the following dates. Start and end dates are set using the calendar function provided. Simply click in the text box and the calendar is displayed. Member Status Report Page 42 of 52

43 Member Status Report - Date Filter Page 43 of 52

44 7. Thank You Message Navigation From the Surveys tab in EFM Community select Write Invitations. The Invitation Writer dialog is displayed. Select Thank You from the Messages dialog box. The Thank You message appears below Fourth Reminder. Use Send a Thank You message to participants who have completed the survey. Thank You messages are designed and scheduled the same as other invitation types. Standard address text boxes at the top of the message are: From To CC BCC Subject A large text box is provided to enter the body of the message. Rich text formatting options are available in the tool bar that can be used to enhance the display of your message. Page 44 of 52

45 Thank You Message Languages The message can be created in languages other than the default language of the user. This is done by using the Add Language button under the Messages dialog box. Steps 1. Click Add Language located under the Messages dialog box. 2. Select the language to be added from the drop-down menu. 3. Click OK. 4. The language is now added to each type of message that can be sent out in EFM Community. 5. Select the language you wish to use under the appropriate message type. Page 45 of 52

46 French Language Added Insert Field There is a Fields dialog box in the bottom-right corner of the Invitation Writer window. This dialog contains replaceable fields that can be used to insert information into your Thank You message. Steps 1. Place your cursor in the message body where you want to insert a field. 2. Double-click the name of the field to be inserted. It will be placed in the body of your message at the point of your cursor. When the message is sent the field will be replaced by the appropriate value from the database. 3. You can select the Preview tab at the bottom of the message to see how your message will appear before it is sent. Messages can be viewed and sent in HTML or Text format. Alert! Once the message text is completed, click Refresh in the upper-right corner to save your changes. If you try to close the Invitation Writer dialog without doing this, a pop-up warning will display (see below). Changes Not Saved Warning Dialog Page 46 of 52

47 8. Apply All Navigation While editing your survey in Design Questionnaire select a question from the Question Properties pane. Select the Actions drop-down menu in the tool bar then select Apply All. Use This option is used to apply appearance and validation features to all questions of the same type. The Apply All option can be used to apply settings to these question types: All questions Choose One Choose Many Fill In The Blank Essay Question Matrix Question When the question type is selected from the drop-down menu, the available settings are displayed in the Apply All dialog. Each setting has a link for "Apply All" allowing you to choose which settings you want to apply to all questions in the category you selected. Example The following screenshot shows the available options for a Choose One question. Use the check boxes and drop-down menus to select the desired properties. Clicking the "Apply All" link will apply that property to all Choose One questions in your survey. Page 47 of 52

48 Apply All on Choose One Question Type Page 48 of 52

49 9. Net Promoter Score Question Type Navigation Select a survey from the Surveys tab and then select Design Questionnaire. Select Insert Item then select the Library Questions tab. Select System Questions from the Categories drop-down text box. Use The Net Promoter Score question is used to provide metrics on those customers who will "promote" your company and recommend your services to others. Net Promoter Score (NPS) is a method of measuring customer satisfaction for your company in determining how likely others would recommend your company to a friend or colleague. The data is collected in your survey by including the NPS question: How likely is it that you would recommend us to a friend or colleague? The results are collected as part of your survey data and can then be analyzed as any other survey data. Note: The NPS question is fixed and cannot be edited. Steps 1. In Design Questionnaire select Insert Item to add a new question. 2. On the Insert Item dialog choose the Library Questions tab. 3. Change the category to System Questions and select the NPS question. 4. Click OK. Page 49 of 52

50 NPS Question Selection NPS Question Example The NPS question categorizes customers based on a ten-point scale. Customers can be grouped into three logical ratings clusters: Promoters - those who gave the company a nine or ten rating. Passives - those who gave the company a seven or eight rating. Detractors - those who gave the company a rating from zero to six. Reporting Note: A new report option that calculates NPS will be included in a future release of EFM Community. The basic formula for calculating the NPS is Promoters (%) - Detractors (%) = NPS (%). Page 50 of 52

51 10. Known Issues Fixed with the There were over 422 known issues fixed with the release of 3.1. fixes that had to do with new functionality 242 fixes that existed in production 180 Below is a sampling of issues that were fixed: Description A user with view only access to a shared survey was able to deactivate the survey. Resolution A confirmation of the User s Role has been verified and permissions strictly set. This issue has been resolved. Vovici Reference #5396 Description Manage Reports Paging back and forth in an open-ended response element caused errors to occur in the grid. Specifically, if you clicked the go to last page button, then clicked the previous page button the page displayed with no rows in the grid. Resolution Page buttons are now disabled when they are invalid. This keeps the current page from going out of bounds (e.g. if there are 100 pages, page 101 will not display). Vovici Reference #4889 Description Manage Members: When using the Edit button from the Members tab the Next and Previous buttons displayed the incorrect behavior by going to an incorrect record. Resolution A secondary sort on Panelist ID was created to resolve this issue. Vovici Reference #5777 Page 51 of 52

52 Description In Design Questionnaire, while in Word Processing mode, question options were reset when a question was moved to a different page. Resolution Question properties are now restored when moving questions from one page to another. EFM Community now stores any removed questions in session, and uses that to lookup the questions properties when it is pasted to a subsequent page. Vovici Reference #5916 Description Manage Profiles: When using create a new profile column display errors occurred. Specifically, External ID, First Name and Last Name items were not displayed in the grid columns. Resolution An error was found in the data tables. This has been updated and corrected which resolved this issue. Vovici Reference #5598 Modified: 6/13/08 LCJ Page 52 of 52

53 About Vovici Vovici is the leading provider of Enterprise Feedback Management (EFM) solutions, online survey software and research services to decision makers in the enterprise, research and government markets. As a leader and visionary in the EFM space, the company offers innovative solutions and a clear consistent path to EFM adoption. Organizations worldwide rely on Vovici to help them better identify employee, customer and partner needs and act on that information in order to create longterm relationships, increase profitability and facilitate time-critical actions that drive business results. Vovici has been named to the Inc. 500, Software Magazine s Software 500, Deloitte Fast 500 and Deloitte Fast 50. The company operates in five countries, with a customer base that includes more than half of the Fortune 500. Visit for more information Vintage Park Plaza, Suite 250 Dulles, Virginia Phone: Toll-free: Fax: