Page History

• How to

• Create a

• Survey
• How to

• Add Personal User Details to a

• Survey
• How to

• Add Images to a

• Survey
• How to

• Create a

• Multi-

• Page Survey
• Example - How

• to Display a

• Survey on the SharePoint

• Search Results Page When No results Are Found
• How to

• Edit a

• Survey
• How to

• Delete a

• Survey
• How to

• Copy a

• Survey
• How to

• View Survey Reports
• How to

• Export Survey Reports to a

• Webpart
• How to

• Export Survey Reports to a File
• How to Erase Survey Reports

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create survey create survey

How to Create a Survey

1. In the Surveys main window click Add Survey from the upper right hand corner of the main window, and you will be presented with a list of options.
   
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   New Survey Dialog
   

1. 
   
2. The General Details dialog

1. requires a basic set of information about the survey
   1. Enter a Survey Name.
   2. Decide Where should this survey appear? and select the

1. 1. webpage or pages where the survey will appear using the Object Explorer. You can enter * to display the survey on all pages of your SharePoint environment.
   2. Selecting Show survey on all page URLs beginning with this URL address will display the survey on all pages defined.
   3. Use Survey Status to choose whether or not to activate the survey immediately.
      
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      Survey General Details dialog
      
      
2. In the General Behavior dialog choose Who should be prompted to take this survey?

1. Click the drop

1. down menu to select the visitor segment you would like to view the survey.

1. Select "Anyone" to display the survey to all visitors.

1. 
   
   Select how often to show the survey:
   • Show as long as visitor has not answered or closed survey - The survey will remain open until the visitor completes or closes it.
   • Show only once per visitor - The survey will appear on the first relevant page the visitor navigates to on your site, and not again.
   • Show survey even if visitor already answered - The survey will persist on all selected pages regardless of the user's actions
   • Show survey even if visitor already answered (once per visit) - The survey will be presented on the first relevant page a user visits, every time they visit your site.

   Select When should this survey be prompted?

   • When the visitor is part of the 'selected visitor segment'
   • When the visitor is part of the 'selected visitor segment' and he/she moves the cursor towards the browser close button
   • When the visitor is part of the 'selected visitor segment' and he/she scrolls down the page

   Enter text for What do you want to have on the submit button?

1.  By default the survey submit button text is "

1. Submit"

1. 
   How do you want the survey to appear? Choose either opened or closed for for the initial appearance on a page. The user can always open or close the survey manually. 

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   Survey opened

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   Survey closed

   
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   Survey General Behaviour dialog
   
   

   1. In the Appearance dialog, select the survey Theme, color Palette and Position as you'd like it to appear on your site.

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1. 1. Choose Default-RTL for text that includes language characters that are read from right to left, such as Arabic or Hebrew. 
      
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      Appearance dialog
      
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      Survey Default Theme with Dark Palette
      
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      Survey Basic Theme with Blue Palette
      
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      Survey Basic Theme with Yellow Palette
      
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      Survey Designed Theme with Light Palette
      
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      Survey Designed Theme with Dark Palette
      
      
   2. From the Theme menu, you may choose Custom and a complete set of options for changing the graphics of your survey will become available. Select the text style and color palette as it will appear on to your users. Select simple colors from the drop down menu, manually enter your choice using the color selector, which appears when you begin to type in a hex color identifier text box. The color selected will appear as a preview in the relevant text box.
      
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      Survey Appearance Custom Options
      
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      Survey Appearance Custom Options with Custom Color Preview
      
      
2. In the Question dialog, begin by entering the Question as you'd like it to appear,
   

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   Question Dialog
   
   Select Enable segmentation based on this question if you would like to create a new visitor segment for all visitors who enter an answer to the question.

1. 
   Select Required to specify that the question must be answered before submitting the survey. Required questions will be marked with an asterisk (*).
   Add an optional Description. From the adjacent drop-down menu you can choose Place before question, Place after question, or Hide description to decide

1. where the Description text will be displayed to the user.
   
   Select the Answer type

1. from the following available options:
   
   (1) Text-based answer - free response: The visitor

1. enters their own answers within a text box.
   
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   Text-based Answer
   
   (2) Write-in answer: Defined as either short text, Email, Phone, or

1. Number. The visitor will

1. be presented with a single-line text box.
   
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   Write-in Answer
   
   (3) Single answer - radio button: The

1. visitor may choose a single, predefined answer from a list of two or more answers that you

1. enter.

1.  Answer options will not appear until

1. "Single Answer -

1. radio button" is chosen.
   
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   Single Answer
   
   (4) Multiple answer selection - checkboxes: The

1. visitor may select one or more answers from

1. a list of custom answers that you predefine. Answer options will not appear until

1. "Multiple

1. answer - checkboxes" is chosen.
   
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   Multiple Answer
   
   Click on Add another answer to add a predefined answer to a single or multiple answer question.
   Select 

1. No explanation, short explanation, or long explanation to add an explanation text box that will be displayed after the visitor selects the answer.
   

1. Click on Delete to delete an answer.
   

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   Answer Type Dialog
   
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   Short Explanation
   
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   Long Explanation
   
   Note

1. : Once a survey is saved there is no way to modify the answer type.
   
   
   1. Click on Add Question In order to add multiple questions.
      Drag and drop the Question, or click Up or Down in order to rearrange the order of the questions.
      Click on Delete in order to delete a question.
      
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      Multiple Questions
      
      
      
   2. You

1. 1. may include

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1. 1. a dynamic thank you message that appears once a survey is submitted that depends on the visitor's response.
      
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      Thank You Message Behavior Dialog
      

1. 1. 
      Show the same thank you message for all

1. 1. answers allows you to enter a thank you message text and

1. 1. the duration in seconds that the message will appear to the user.

1. 1. You may also execute a JavaScript code simultaneously by entering the script in the provided area. For example, you can create a dialog for inviting visitors to register for

1. 1. an event that includes required fields such as the visitor's name and email.

1. 1. 
      
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      Thank You Message Example: Register to a

1. 1. Webinar
      
      By selecting Show the survey results, the answers that other users have provided will appear after the visitor submits the survey.
      
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      Survey

1. 1. Results
      

1. 1. 
      Select Redirect the user to a different page,

1. 1. to have the visitor redirected to a new

1. 1. webpage after submitting the survey. Enter the page URL in the text box, or select

1. 1. the adjacent browse button (...) to use the Object Explorer. Enable Open in a new window

1. 1.  to open the page in a new browser window or tab depending on the user's

1. 1. browser preferences.
      
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      Thank you message behavior dialog
      

1. 1. 
      Select Redirect the user to a different survey to present the visitor with another survey after pressing submit. Choose the second survey you would like to display from the drop-down menu. For more information see "How to create a multi-page survey".
      

1. 1. 
      Select Show a conditional thank you message (based on visitor's response) to display different thank you messages,

1. 1. include JavaScript actions, redirect the visitor to a different page, or redirect the user to additional survey questions based on

1. 1. their response.

1. 1. Choose a single or multiple answer question that you would like to prompt a conditional response from the drop

1. 1. down menu

1. 1. . Then enter in the appropriate options as described above for each of the appropriate answers.
      
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      Conditional Thank You Messages
      

1. 1. 
      
      
2. You may Preview or Save the survey you have created.

1. You may use the Preview feature throughout the design of your survey without affecting any changes. It is also available in the main Surveys UI

1. once the survey has been created.

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add user details add user details

How to Add Personal User Details to a Survey

You can include personal details about the current

User Category Management.

1. In the Survey question or description dialog,

1. include a dynamic label with

1. a user category name

1. in brackets such as [Department] to directly address your users. To find out which user categories are available, use visitor segments to find all known user categories

1. by creating a new

1. visitor segment and selecting the advanced segment details dialog, under user information.
   
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1. New Question Dialog with Dynamic User Categories

1. 
   

2. When the survey appears on the website, the label will contain the current visitor details.
   
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   Personalized Survey

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add images add images

How to Add Images to a Survey

You can add images, such as your company logo, to the survey question description and thank you message text boxes. For example,

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create multipage survey create multipage survey

How to Create a Multi-

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example display example display

Example - How to Display a Survey on the SharePoint Search Results Page When No Results Are Found

You can create a survey that will appear on a page only when specific conditions apply.

1. In the main Surveys user interface, create a continual survey that will appear on the SharePoint search results page when zero results are found.
2. In the Survey General Behaviour dialog, under who should be prompted to take this survey, select No one (this is a continual survey).
3. Create a new segment (for more information see "How to create a segment") with the following parameters:
   
   Segment Type - Basic segment
   Segment Scope - Page
   URL - contains "osssearchresults.aspx" (the SharePoint search results page)
   
   
4. Add a Script type pixel

1. to the segment and enter the following script path

1. : /_layouts/CardioLogAgent/searchresults.js
2. Contact your system administrator in order to edit the survey ID in the searchresults.js script (var survey_id_to_show). 
   When using the CardioLog tracking agent feature,

1. the searchresults.js script is located under the SharePoint web application _layouts folder on all Web Front Ends (WFEs).
   The survey ID can be retrieved from

1. the tab_voc_surveys table in the CardioLog database. 
   Contact Intlock if you need any assistance.
   
   Note: The code in this example is compatible with SharePoint 2013 default search. 

When a user visits the search results page, they will be added to the segment and the script attached to the pixel will be executed. The code will display the survey only when the search returns

zero results.

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edit survey edit survey

How to Edit a Survey

In the main Surveys user interface, simply click on the name of the survey you wish to edit.

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An open Survey in Edit Mode, with file options highlighted

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delete survey delete survey

How to Delete a Survey

1. In the main Surveys user interface, click on the survey you wish to delete.
2. Click on Delete in the bottom right hand corner of the main window to delete the survey.

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copy survey copy survey

How to Copy a Survey

1. In the main Surveys user interface, click on the survey you wish to copy.
2. Click on Copy in the bottom right hand corner

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view survey reports view survey reports

How to View Survey Reports

Each survey has a Reports section which holds information about the survey's responses.

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export

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erase survey reports erase survey reports

How to Erase Survey Reports

In order to erase the survey reports