Online surveys

plugin Online Surveys provides a back-office tool for managing surveys.

1. Online survey tool
2. Creating a survey
   1. Step 1: new survey
   2. Step 2: Survey pages
   3. Step 3: Questions
      1. Open question: simple text on one or more lines
      2.  Closed, single- or multiple-choice question
      3.  Matrix
   4. Step 4: Survey preview
   5. Step 5: Branches (optional)
   6. Step 6: Survey validation
   7. Step 7: Restrict access to the survey
   8. Step 8: Publication of the survey
   9. Step 9: Schedule a survey
   10. Consultations and analysis of results

Online survey tool

Click on the Online survey button in the Home to open the survey tool.

This tree-like tool lets you create, modify or delete surveys.

Creating a survey

Step 1: new survey

1. Select a language from the drop-down list at the top of the tool.

2. Click on the New Survey button to create a new survey. A dialog box opens with the following fields:

Step 2: Survey pages

A survey consists of one or more pages. Select your survey in the tree and click on the New page button to add a new page to the survey.

Pages are used to organize your survey into series of questions. The survey participant will move from one page to the next using the "Next" and "Previous" buttons.

Pages are also used to define branch logic (see step 5: branches).

Step 3: Questions

Each page of the survey consists of a series of questions.

There are 3 types of question:

Open question: simple text on one or more lines

Select a survey page and click on the Simple text button to add an open question or an identity question.
An open question is used so that respondents can express themselves freely. It is recommended to use this type of question at the end of a questionnaire.

Check the Multi-line text box to allow a respondent to write a long text.

Validation rules can be specified: mandatory, integer, decimal, email or telephone.

 Closed, single- or multiple-choice question

Select a survey page and click on the Multiple Choice button to add a list of choices.

The list allows participants to choose one or more answers from a list defined by the survey editor:

• A single answer selectable via radio buttons
• Multiple answers are possible thanks to checkboxes.

 Matrix

A matrix is a series of questions arranged in a pivot table in such a way that one answer engages two criteria.
Initially, a matrix accepts one answer per row in order to restrict the respondent, unless you select the multiple answers per row option (checkbox).

Step 4: Survey preview

At any time, you can click on the Preview or double-click on a survey to display a preview of your survey.

In the preview, question validation rules (mandatory, answer format, etc.) are not applied.

Step 5: Branches (optional)

The branch logic allows you to program the passage from one series of questions (page) to another, according to the answers given by the user.

Select a survey page and click on the Branches button to define a branch logic on the page.

Rules can only be defined for 'choice list' type questions (closed questions).

 Logic rules are processed in order of appearance: as soon as one rule is applied, subsequent rules are ignored.

An unconditional jump is used to define a final rule that comes into play if no rule has been defined or applied.

Step 6: Survey validation

Only validated surveys can be posted on the site and accessed by site visitors.

Select your survey and click on the Validate button to validate your survey.

Please note that once a survey has been validated, it cannot be modified. Only page texts and question labels may be modified after validation.

Step 7: Restrict access to the survey

You can restrict access to a survey. To do this, select your survey and click on the Restrict access.

The survey access limitation tool opens in the central area.

The front-office survey limitation tool works in the same way as the page access limitation.

It is possible to restrict access to a validated survey.

Step 8: Publication of the survey

To publish a survey on the site, you need to add the "Display a survey" service. Only validated surveys can be displayed via this service.

Step 9: Schedule a survey

It is possible to schedule the opening of a survey.

Select a survey, then click on the Programmed opening button.

You can then define a start and/or end date. It will not be possible to complete the survey outside the defined range.

The button's icon and tooltip give an indication of the survey's current status.

A survey can be put online via the "Display a survey" service if it has been validated, regardless of its opening dates.
If opening dates have been defined, the service will display a message if the survey is not yet open or has ended, and it will not be possible to respond to the survey.

Consultations and analysis of results

Select a survey and click on Export responses to export the survey results to an Excel spreadsheet.
Each submission of the survey form is displayed on a line with the date of submission.

In this export, answers to free-text questions are visible.

Here's an export example:

You can also click on Export answers > Synthetic export to export response statistics only: number of responses and percentage for each question.

For free text questions, statistics are classified as "answered/not answered"
Here's an example of a synthetic export with the same data as above:

Click on the Statistics to view statistics on survey results.

Results are displayed in tables and graphs.

You can customize the display of search results by selecting the columns of your choice.

Click on the  to the right of the column of your choice.

You can do :

• Ascending and descending sorting of information in the selected column.
• Check or uncheck the columns you wish to display