1. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. “Survey Says...” Beyond the Basics: Intermediate Survey Setup - Part 2 Anderson & Isabel

2. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Session starters Please silence all cell phones Please hold questions for question breaks Please state your name and organization when asking a question PowerPoints and handouts are available at www.csoresearch.com/csoconference www.csoresearch.com/csoconference Sit back, relax and let’s have some fun!

3. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Let’s Discuss Page Conditions Survey Options Templates Troubleshooting Analytics

4. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Page Conditions What is a Page Condition? – A criteria to determine if a user can or not see a page of the survey based on how they answer previous questions. Think of it like a bouncer at the door of a dance club, you have to answer the question a certain way to be let in

5. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Page Conditions Continued Why should I use page conditions? – Allows for a single survey to apply to a wider audience through redirects – Survey takers do not have to answer every question, just those that apply Tips/Advice – Complete all questions, then add page conditions – Map it out/ Think ahead! – Test, test, test!

6. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Page Conditions Continued

7. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Editing Page Conditions

8. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Question Break

9. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Survey Options Survey specific

10. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Survey Options Completion Action – Desired action that should occur when a user completes the survey. Completion Message Completion URL Redirect after completion URL for Cancel button

11. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Survey Options Continued Button and Page Numbering Option Send Responses To – Receive notifications after every survey response – Multiple email addresses can be notified Separated by semi-colon Email Respondent – Select Yes – Choose the survey question that contains the email address

12. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Questions?

13. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Templates What can you do? – Add images (school logo) – Incorporate School Specific Colors (hex codes) – Customize fonts – Include headers and footers Benefits – Branding – Reach target audience – Time saver & more attractive/appealing – Seamless Choose your template – Preview before launching!

14. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Analyze Your Survey Responses Survey Module – Results Overview – Individual Responses – Export Data to Excel CSO (when prompting) – Student Report – Pull CSO student information

15. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Analytics: Reporting in CSO Tools  Reports  New Report: User Type Include survey data with report in Field Selection Using Criteria select the particular survey and the user responses will be included

16. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Analytics: Reporting in Survey Module Select Analyze – Bar Graphs – Percentages – Individual Responses – Export Results into Excel Spreadsheets

17. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Question Break

18. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Troubleshooting Your Surveys “My survey is not sending” – What to check Survey date range (in the Survey Module) Status (Open/Closed) Launch Options are Correct “My survey is going to the wrong users” – What to check Survey Criteria

19. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Troubleshooting Your Surveys Cont. “The order of questions is incorrect” – What to check Page Conditions in correct location Page Condition Groups “Users are not completing their surveys” – What to check There is a 15 minute timeout per page – add in a memo to the top of each page explaining the timeout Take the survey and see if you need to separate some pages

20. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Questions

21. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Thank you for attending! If you have any additional questions, please contact the Support Team or your CRM. What’s next? Safe journey home!