Survey settings

Each survey has its own settings; these apply only to the corresponding survey. The survey settings are successively:

Survey name

The survey name is the internal name for your survey. This name appears in your survey list. Survey participants will not see this name.

Description

The description entered in this box may include an explanation for e.g. colleagues. This description is also displayed on the title page of the downloaded Word file.

Back button

If you have ticked this setting, a survey participant will be able to click the Back button in the survey to edit his/her answers on previous pages in the survey.

Caching button (professional user)

If you have ticked this setting, a survey participant will be able to intermediately save the answers he/she has provided on a survey page. Whenever he/she navigates back to a previous page in the survey and subsequently returns to the current page, the answers already provided will be saved. This button is also convenient, if a participant requires a lot of time when answering the questions on a page. He or she may then save the answers supplied on a particular page.

When creating a long survey without page breaks and/or sections, it may be helpful to activate this setting. Suppose a participant starts filling out a survey, but breaks off halfway through. The answers provided by this participant will then not be recorded, unless he/she has clicked the Save interview button before abruptly abandoning the survey. You can indeed only view and analyze the answers of this participant, which he/she has saved using this button.

Consequently, we recommend structuring your survey using page breaks and/or sections. Both elements require a participant to click the Next button to proceed with the survey. By clicking on this button, the answers of this participant are recorded by default. If he/she then abandons the survey at any time, you will have at least some of the answers supplied by this participant for your analysis.

Auto scrolling

If you have ticked this setting, then the very next question in the survey will automatically be moved to the top of the screen after the participant has answered a certain question. He/she then does not have to manually scroll to the next question in the survey.

Note: The last question on a page will not be displayed at the top of the screen as it is situated too close to the Back and Next buttons (at the end of a page).

Section order (professional user)

The Section order setting allows you to randomize the order of the different sections containing questions in your survey. Optionally, you can indicate the sections to be excluded from randomization in the Excluded: field.

Suppose a survey consists of 6 sections, e.g. Section 1 to 6; all sections are randomized except for sections 3 and 4. In this case, only the order of sections 1, 2, 5 and 6 will be randomized per participant. For instance, when a participant clicks on the survey link, he/she may be presented with the following order of sections including questions:

  • Section 5 – Section 2 – Section 3Section 4 – Section 6 – Section 1
  • Section 6 – Section 2 – Section 3Section 4 – Section 1 – Section 5
  • Section 1 – Section 6 – Section 3Section 4 – Section 5 – Section 2
  • Section 2 – Section 5 – Section 3Section 4 – Section 1 – Section 6

Note: The positions of sections 3 and 4 in the survey are not affected.

Languages

When creating a new survey, you must select the default language. This default language can be found here and on the Design page of your survey. This language setting allows you to add other languages to the survey, translate the survey text and change the default language of your survey.

Note: For a multilingual survey, you can first create the survey in the default language. Then you add the required languages and start translating the survey for each language.

In order to add another language, you must click on the Add language button (1) to open a drop-down list from which you can select the desired language (see the Available languages overview for more information). Once you have added a language at the language setting, all button labels and messages are automatically predefined in this language.

In order to edit the default labels of buttons and/or default descriptions of messages in a language, click on the icon with the 3 vertical dots (2) after the corresponding language. You will then be shown all predefined texts. Some of these texts are presented below.

These texts can only be edited in Survalyzer; they are NOT exported to the translation file. Each textual change is only recorded for the specific survey. When copying a survey of which you have edited some predefined texts, these adjustments will be copied along. However, if you create a new survey, it will be resourced with the predefined texts.

In order to delete a language, you can click on the Delete icon (3) to the right of the specified language. You will be prompted to confirm this procedure.

Note: The default language of a survey cannot be deleted.

In order to set the default language for your multilingual survey, you can click on the radio button to the left of the desired language. You will be prompted to confirm your choice.

If there are two or more listed survey languages, the Translate survey button (4) will be displayed at this setting. You can click this button to translate the survey content from the default language to one or more other languages. For more information, see the Translating a survey topic.

Panel Synchronization

In order to use this, you will need the panel ADD-ON functionality.

Panel Synchronization

You can set up the panel synchronization, if you want to synchronize data from the survey with that of the panel. This concerns, for example, data such as First name and Email address. This panel synchronization can be applied to two types of surveys: the registration survey and the profile management survey.

Registration survey

A registration survey allows you to register new participants; these participants are automatically added to a panel after answering a number of survey questions. This survey usually contains questions about the potential panel member, e.g. First name, Last name, Email address, Gender and Job title (i.e. a variable from a created category).

Note: The e-mail address and password are essential data for the registration, as the participant requires them to log onto the profile survey.

At the beginning of a registration survey, you will often include a section (e.g. Introduction) with a question in which you ask the survey participant for permission to include the submitted details in a panel. This can be a question with a simple Yes or No answer.

In the next section (e.g. Profile), you can include all questions related to the potential new panel members, e.g. Enter your first name?. The answers provided by the participants to the various questions will be automatically added to the panel at the end of this section using a setting (see further on). Please ensure that these profile questions are grouped together in one section.

In a profile question regarding gender, you can include three answer options: Male, Female and Divers (Gender neutral). Please note that the underlying values must then be 0, 1 and 2 respectively.

This image has an empty alt attribute; its file name is Synchr04-1024x209.jpg

Do not forget to set up a filter for the profile questions in this second section. The profile data can only be included in the panel after consent has been obtained from the participant. To do this, click on the section element in the survey for the Add filter button to appear on the right-hand side. Clicking on this button will open the Filter for section - NAME window. In this window you can define, for example, the following choices:

  • Show this element
  • if - Question - q1 Do you want to submit your data for the panel? - Yes - selected

After the last profile question in this section (e.g. What is your job title?), include a page break in the survey. This page break must be inserted before any third section. When you click on the page break element in the survey, the Create a new panel member at this page break setting will be displayed on the right. This setting must be checked for the registration of new panel members.

In order to define the mapping, you need a (new) panel, which you can create or maintain in the Panels menu.

In case of a new panel, the Members tab does not display anything yet; the Variables tab lists all system variables which are defined by default for a panel. You can add your own variables, e.g. Function. These variables must be assigned to a category (= variable group), see under the green Add content button.

Once the panel has been created or updated, you can click the Panel Synchronization button in the Settings.

On the Panel Synchronization screen, you can now set the following data:

  1. The type of panel synchronization must be selected. For a registration survey, it will be the Sign Up type.
  2. Het panel voor de registratie van potentiële panelleden moet worden geselecteerd (in dit voorbeeld is dat Survey panel).
  3. De gegevens van de profielvragen uit de registratie-enquête moeten met de variabelen uit het geselecteerde panel worden gemapt. Bijvoorbeeld, de open vraag q2 Geef uw voornaam op? mapt u met de systeemvariabele First Name en de open vraag q7 Wat is uw functie? mapt u met de door u gespecificeerde variabele Functie. U kunt in de kolom Panelvariabelen ALLEEN de systeemvariabelen (rood omkaderd) en uw eigen categorievariabelen (groen omkaderd) uit het gekoppelde panel selecteren.
    Door het mappen van deze gegevens bewerkstelligt u dat wanneer een deelnemer bij de vraag q2 Geef uw voornaam op? als antwoord John opgeeft, deze voornaam onder de systeemvariabele First Name in het geselecteerde panel wordt opgeslagen. Een door een deelnemer opgegeven functie als System engineer verschijnt in dit panel onder bijvoorbeeld de door u aangemaakte variabele Functie.

Opmerking: Het datatype van een profielvraag (zie de tweede kolom in bovenstaande afbeelding) moet in overeenstemming zijn met datatype van de gemapte panelvariabele.

Nadat u alle gegevens heeft gemapt, kunt u op het kruisje X (4) rechtsboven aan het scherm klikken. De door u ingestelde gegevens worden automatisch opgeslagen. U keert dan weer naar het scherm Opstellen met de instellingen terug. De registratie-enquête is nu klaar voor gebruik.

Note: Test de registratie-enquête, voordat u deze publiceert. Indien u deze enquête meerdere malen test, verwijder dan telkens de in het geselecteerde panel opgenomen profielgegevens. Een e-mailadres mag namelijk maar één keer in een panel voorkomen.

Nadat de deelnemers de registratie-enquête met behulp van de anonieme enquêtelink hebben ingevuld en de antwoorden hebben verstuurd, zullen de verstrekte profielgegevens in het desbetreffende panel worden opgenomen. Alleen eventuele verstrekte wachtwoorden worden NIET in het panel getoond; ze zijn echter wel degelijk geregistreerd.

Met behulp van een gebruikersnaam (e-mailadres) en een wachtwoord kan een deelnemer zich op zijn/haar profielpagina aanmelden en heeft hij/zij toegang tot andere enquêtes die met het desbetreffende panel zijn gekoppeld.

E-mailadres bevestigen

Om het geregistreerde e-mailadres van een nieuw panellid te bevestigen, kunt u zich aan de procedure houden die in het topic Registratie: e-mailadres bevestigen is beschreven.

Profielmanagementenquête

Moet nog worden beschreven.

Access control
Multiple participation

If the Allowed for survey link and personal links setting has been ticked, a participant may participate in the corresponding survey more than once.

  • When using personalised links for each participant (e.g. at an invitation via a sample), this setting will always apply.
  • When using anonymous links for each participant (see under Survey links on the Distribute page), this setting will only apply, if THE SAME device is being used. For instance, if a participant is filling out the survey on his/her mobile, he/she can fill it out again on a tablet or desktop. This is even the case, when the Allowed for survey link and personal links setting has NOT been selected.

Note: If you have ticked the Enable code access setting under Code restricted access, a participant cannot fill out the survey twice. For this reason, the Allowed for survey link and personal links setting is no longer visible on the screen.

End date

The End date allows you to set a specific date and time to end data collection for the corresponding survey. Survey participants will no longer have access to the survey from this date/time.

If a participant clicks the survey link in the invitation after the date/time specified here, he/she will see the message The survey has expired. In order to possibly allow this participant to access the survey again, you must select the No end date option or set a later date in the Data collection ends on option. This latter option will always be filled by default with the current date and time. Using the calendar functionality (circled in red) you open a window which allows you to choose a different date (2) and time (3) – and optionally a year/month (1) – in the future.

Code restricted access

If you have ticked the Enable code access setting, a participant can ONLY fill out the survey once. The Allowed for survey link and personal links setting (see under Multiple participation) will then no longer be displayed on the screen.

In short, if a participant signs up using a code (sample), he/she can fill out the survey and finish with the thank-you page. Once this participant logs on again via the same code, he/she will immediately be redirected to the thank-you page.

NoteIn order to create a personalised code, you can watch a video on the Manage Code Access Lists page.

Should a participant, for whatever reason, wish to fill out a survey a second time, he/she can only do so if he/she

  • uses another browser,
  • is working from another PC in e.g. the same room,
  • opens the anonymous survey link in an incognito window by clicking the right mouse button.

When ticking the Enable code access setting, you can choose between two options. Both options cannot be enabled at the same time owing to their inconsistency.

  • Single access (one interview per code): no multiple participation.
  • Group access (multiple simultaneous interviews per code), for example: a class of students all with their own tablet/PC and all with the same code.

Once you have made your choice, you can select the desired sample or panel in the input field. To work with this functionality, the following data are required:

  • the anonymous survey link (under Survey links on the Distribute page) and
  • per participant a unique invitation code (specified in the Code field under System Fields of the appropriate sample) OR a user name (e-mail address) and a password (specified in the Email and Password fields under System Fields of the appropriate panel).
  • When using a sample, the anonymous survey link will open a screen containing the Please enter your invitation code field. After the participant has entered the code assigned to him/her (located in the sample) and clicked on the Continue to survey button, the survey to be filled out will be displayed.
  • When using a panel, the anonymous survey link will open a screen in which the participant has to provide a user name (e-mail address) and a password. After this participant has entered his/her e-mail address and the password assigned to him/her (located in the panel) and has subsequently clicked on the Continue to survey button, the survey to be filled out will be displayed.

Suppose a company has 5 branches and for each of these branches you want to conduct a survey among 10 different employees. You could then specify the names of the branches in the Last Name field under System Fields. Under Code you can enter an identical code for all employees of the same branch.

After you have created the survey, you can use the settings to set up the group access for all employees of all branches within the company. Under the Group access option, you can select the desired sample (here: Company).

Finally, when you have tested everything and activated the survey, you can use the anonymous link under Survey links for all employees, see the Distribute page.

Note: You cannot use a link list in this case, as this list contains personalised links.

Updated on June 24, 2022

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