Survey Management
Create and manage surveys, including setup, display logic, reporter experience, and response tracking.
Creating & Managing Forms
- How To Use All Of Your Form Creation Powers
- Create A New Form
- Manage Forms
- Enabling Page-breaks For A Launched Form
- Creating Forms From The Question Management Page (needs Links)
- Previewing Forms And Editing Questions From Preview Mode
- Add A Question To A Form That Has Not Yet Launched
- Add A Question To A Form That Has Already Launched
- Adding Optional Display Logic
- Link Survey Launches To Timesheets
Creating and Managing Questions
- Create A New Question
- Entering Your Question Creation And Management Page
- Previewing Questions as You Build Them
- The Longitudinal Goal Tracking Question
- Editing And Updating The Highlighted Text In Your Questions
- Updates To The Longitudinal Goal Tracking Question
- Editing Qualitative Single And Multi-select Questions
- Updating A Question To Limit Access To Data By Admin Role
- Editing And Updating Questions
- Understanding 3d Matrix Questions
- View / Load A Saved View
- Options Bar
- Deleting Categories
- Category Navigator
- Understanding The Question Action Buttons
- Date Questions
- Reordering Subquestions
- Formatting Options For Questions
- Creating Questions With Embedded Videos
- More Options
- Time Questions: Activating ‘none’ (sum Of ‘0’ Minutes) As The Default Response
- Updating 3d Matrix Questions
Editing & Deleting Collected Data; Enhancing Reflections
- Individual Data Viewing (reporter Profile)
- Viewing Updated Data
- Individual Data Viewing (individual Data Viewer)
- Editing Survey Data
- Canceling Data Editing Requests
- Tracking Who Needs To Update Surveys; Updating Automated E-mail Reminders
- What Reporters See When You Ask Them To Update Their Surveys
- Certifying Surveys
- Permanently Deleting An Individual’s Responses To A Single Survey
Exporting Survey Data
- Survey Data Export
- Exporting Reporter Data (abridged For Email)
- Exporting Individual Reporter Data To Excel
- Exporting Individual Data To Csv
- Exporting Program-wide Data To Excel (abridged For Email)
- Exporting Program-wide Data To Csv
- Exporting Site Data To Excel
- Exporting Association Data
- Exporting Group Data (abridged For Email)
- Understanding Raw Data Worksheet Column Headings
- Exporting Association Data (abridged For Email)
- Exporting Surv Data: How Excel Files Are Formatted
- Exporting Umbrella Data
- Understanding Matrix Trueview
- Exporting Narrative Data From Roles And Goals Tracker (clls)
- Exporting Narrative Data From Longitudinal Goal Tracker
- Exporting Site Data To Excel (abridged For Email)
- Exporting Site Data To Csv
- Exporting Program-wide Data To Excel
- Exporting Group Data
Launching, Scheduling, and Managing Forms
- Enabling Reporter Survey Participation
- Launching Forms
- Updating Survey Reminder Messages
- Managing Forms
- Removing Required America Learns (learning Community) Questions
- Survey Completion Panel: Modifying Survey Assignments
- Targeted Launches: Adding Or Removing Reporters From A Survey
- Updating Due Dates
- Deleting (canceling) Scheduled Launches
- Updating Launch Dates
- Launching Forms (abridged For Email)
- Closed Launches – Action Options
- Got A Launch Series And Need To Change Your Form? No Problem.
- Launching Surveys By Reporter Segment
- Adding Introductory Text To Active And Scheduled Launches
- Modifying Your Hyperlinks
- Making Changes To Active, Scheduled, And Closed Launches
- Modifying Extension Periods
- Managing Active And Scheduled Launches
- Scheduled Launches – Action Options
- Active Launches – Action Options
- Manage Existing & Future Launches
- Determining Total Surveys Completed Or Missed (Survey)
Reporter Training Materials
Strategies for Boosting Completion Rates
Survey Setup
Viewing Survey Data and Tracking Completion Rates
- Viewing Data For The Longitudinal Goal Tracker
- Getting Emails When Reporters Submit Surveys
- Reporter Panel Viewer
- Completion Rate Is Less Than Goal: Create An Extension For A Closed Survey Launch
- Viewing Umbrella Data
- Program-wide Data Viewer
- Completion Tracker
- Using The Data Viewing Filter
- Viewing Associations Data
- Group Data Viewer
- Individual Data Viewer
- Site Data Viewing
- Responding To Data As You Read It
- Determining Total Surveys Completed or Missed