plugin Online Surveys provides a back-office tool for managing surveys.
Online survey tool
Click on the button Online survey button in the Home to open the survey tool.
This tree-like tool lets you create, modify or delete surveys.
Create 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:
| Fields | Description |  |
|---|---|---|
| Short name | The short name is used to name the survey and is not visible to the visitor. | |
| Title | Survey title (optional) | |
| Illustration | Illustration image (optional) | |
| Alternative text | Alternative text for illustration (optional) | |
| Start message | Survey introduction message (optional). It will be displayed to visitors before the survey begins. | |
| Closing message | Survey conclusion message (optional). It will be displayed to visitors at the end of the survey. | |
| Private investigation | Check this box to make the survey private. A private survey will only be accessible to a restricted list of people. |
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.
| Field | Description |
|
|---|---|---|
| Short name | The short name is used to name the survey and is not visible to the visitor. It is only used in the Surveys tool. | |
| Title | Survey title displayed at the top of the page | |
| Illustration | Illustration image (optional) | |
| Alternative text | Alternative text for illustration (optional) | |
| Note or header | Optional message to guide or inform the participant. The message will be displayed at the top of the page. |
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.
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.
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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.
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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).
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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).
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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: 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 8: 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 color and tooltip give an indication of the survey's current status.
| Blue: no date range defined, survey open | Orange: opening date to be announced | Red: closing date passed | Verte: investigation currently underway. |
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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.
Step 9: Authorization and invitations to take part in a private survey
This section concerns private investigations only
Selecting authorized users
Select a private survey and click on Invitations.
The "Invitations" tool then lets you add or remove users or groups authorized to take part in the survey.
Note: the list of authorized users and groups can be defined at any time during the life of a survey. It is not necessary to wait for the survey to be validated before filling in this list.
Sending invitations
Once your survey has been validated and is available on the site, you can send an invitation to complete the survey to all authorized users.
Click on the button Send invitation. A dialog box opens, allowing you to customize the text of the mail that will be sent.
In the text of mail,
- The wildcard "\[name]" will be replaced by the person's name.
- The "\[link]" wildcard will be replaced by a direct link to the online survey.
- The wildcard "\[site]" will be replaced by the site title
Click on "Ok" to launch the invitations
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.
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