Survey Gizmo Manual 319

SurveyGizmo Manual Version
3.1.9
Get an account now: http://www.surveygizmo.com/

1 Getting Started
1.1 Account Types & Creation 10
2 Dashboard
2.1 Overall Dashboard Interface 14
2.2 Types of Projects 18
2.3 Your Projects 19
2.4 Folders 21
2.5 Dashboard Widgets 23
3 Libraries
3.1 Files & Images 26
3.2 Theme Library 27
3.3 Question Library 31
4 Account Settings
4.1 Account Info 33
4.2 Upgrade/Change Plan 35
4.3 Invoices 36
4.4 Domains 37
4.5 Users 39
4.6 API & Plugins 41
4.7 Affiliate Program 43
5 Building a Poll
5.1 Creating a One Question Poll 47
6 Building a Survey
6.1 Overview 52
6.2 Creating a New Survey 58
7 Question Editor
7.1 General Question Editor Interface 60
7.2 Survey Elements 63
7.3 Page Options 64
7.4 Reorder Questions 66
7.5 Find & Replace 68
7.6 Survey Settings 69
7.7 Text/Translation Settings 74
8 Question Types
8.1 Question Types 79
8.2 Textbox 80
8.3 Number 82
8.4 Email Address 83
8.5 Percent 84
8.6 Date 85
8.7 Essay 86
8.8 List of Textboxes 88
8.9 Radio Button 90
8.10 Checkbox 92
8.11 Dropdown Menu 94
8.12 Image Choice (Single & Multiple Selection) 96
8.13 List of Dropdown Menus 98
8.14 Likert Scale 100
8.15 Drag & Drop Ranking 102

8.16 Table Ranking 104
8.17 Continuous Sum 105
8.18 Star Ranking 107
8.19 Table of Checkboxes 110
8.20 Table of Radio Buttons 112
8.21 Table of Dropdown Menus 114
8.22 Table of Textboxes 116
8.23 File Upload 118
8.24 Custom Group 120
8.25 Contact Group 121
8.26 Custom Table 123
9 Question Settings - Basics
9.1 Introduction - Basics 127
9.2 Answer Fields 128
9.3 Tables - Rows and Columns 131
9.4 Questions in Custom and Contact Groups 132
10 Question Settings - Formatting
10.1 Introduction - Formatting 134
10.2 Labels 135
10.3 Answer & Table Columns 136
10.4 Width 137
11 Question Settings - Validation
11.1 Minimum and Maximum 139
11.2 Open Text Data Type 141
11.3 Advanced Validation - Regular Expressions 142

12 Question Settings - Advanced
12.1 Introduction - Advanced 145
12.2 Conversion & Default Value 146
12.3 Auto-Complete 147
12.4 Randomization 148
12.5 Table Summary 149
13 Question Settings - Show When
13.1 Introduction - Show When 151
13.2 Hide All Later Questions 152
13.3 Hide After Answering 153
14 Question Settings - Piping
14.1 Introduction - Piping 155
14.2 Pipe from URL Token 156
14.3 Add-As-Needed 157
15 Action Types
15.1 Action Type Descriptions 159
15.2 Result Chart 161
15.3 Hidden Value 163
15.4 Review Response 165
15.5 Captcha (Powered by ReCaptcha) 166
15.6 Custom Script 167
15.7 Quiz Score 168
15.8 Login/Password 171
15.9 Send Email - Email Auto-Responders 176
15.10 Percent Branch - A/B Split Testing 180

15.11 URL Redirect - Redirect Browser 181
15.12 Page Logic 182
15.13 HTTP Connect - HTTP POST/GET 185
15.14 ExactTarget 189
15.15 SalesForce 192
15.16 iModerate 196
16 Descriptive Text and Images
16.1 Text / Instructions 199
16.2 Media (Images) 203
17 Look & Feel
17.1 Themes 209
17.2 Customize Your Theme 212
17.3 Advanced (Customized CSS & HTML) 214
18 Publishing and Sharing
18.1 General Overview of Publishing 216
18.2 Preview 219
18.3 Survey Diagnostics Tool 220
18.4 Test Links and Test Data 221
19 Links & Campaigns
19.1 Web Link 224
19.2 Twitter Post 227
19.3 Facebook Post 229
19.4 Embedding - JavaScript, Static HTML, & iFrame 233
19.5 MailChimp Campaign 239

20 Email Campaign
20.1 Creating an Email Campaign 243
20.2 Adding Reminders 249
20.3 Setting up a Thank You Message 251
20.4 Adding Contacts 253
20.5 Testing & Sending 258
20.6 Monitoring Progress 261
21 Getting Results
21.1 Introduction to Reporting 264
21.2 Creating & Managing Reports 266
22 Summary Report
22.1 Summary Report Interface 268
22.2 Edit your Summary Report 271
22.3 Types of Report Items 273
22.4 Filter - Select a Portion of Results 281
22.5 Style - Look & Feel of Reports 282
22.6 Individual Report Settings 283
22.7 Publish / Share 285
23 Cross Tab
23.1 Cross Tabulation Report Display 288
23.2 Cross Tab Report Interface 292
24 Profile
24.1 Profile Report 297
25 Fall-Off
25.1 Fall-Off Report Display 300
25.2 Fall-Off Report Interface 301
26 Exporting Results
26.1 Exporting Overview 304
26.2 CSV/Excel (Quick) 305
26.3 CSV/Excel (Advanced) 306
26.4 Piped Data 311
26.5 SPSS Export 312
26.6 Download Files - Response Uploads 314
27 Survey Logic
27.1 Logic Builder - Skipping, Jumping, Show-When 316
27.2 Same Page Logic - Show/Hide Triggers 319
27.3 Disqualification 322
28 Common Survey Features
28.1 Page Randomization 324
28.2 Question Randomization 325
28.3 Answer Randomization 327
28.4 Merge Codes 329
28.5 Piping - Question, Answer, and Page Piping 333

Getting Started
SurveyGizmo Manual Version 3.1.9 - 9 Last Updated: December 2010

Account Types & Creation
Creating your account takes 59 seconds and there are a variety of plans available to choose to trial or
purchase immediately.
Paid Plans
The paid plan levels range in pricing from $19 per month to $599+. Each plan is also available for an
annual term for a 10% discount if you want to lock in your plan for an entire year. Annual billing also
allows you to be issued an invoice that can be paid by credit card, check, or wire transfer.
Non-Profit and Not-For-Profit Accounts
Many notable nonprofit organizations use SurveyGizmo and make use of our discount of up to 50% off
of an annual Pro or Enterprise account. You can get in touch with us easily for the nonprofit discount
information (web link).

Free Account - Students
Students are offered a special account that is to be used for non-commercial purposes only and for the
purposes of student research. It includes special student account branding and contains all the project
building and reporting features of the Enterprise plan, a $159/month value!
Free Plan - Everyone
The free plan offers 250 responses per calendar month, many of our question types, includes 1 user,
and has no limits on questions or pages in your project. This account never expires and has all the
privacy protection of our paid accounts. (See question types)

Creating your Account
You can choose your plan level and opt for the 14-day trial or simply purchase immediately. Either way,
creating your new account (web link) only requires basic information, so you can quickly jump into
project building!

Dashboard

Overall Dashboard Interface
Once logged into your SurveyGizmo account, the very first screen is the SurveyGizmo Dashboard.
Major Elements
(1) Account Settings - Manage users, billing, integrations, passwords, etc. (See invoices)
(2) Libraries - Include images, files, templates, and the question library
(3) Types of Projects - Create a new survey, poll, quiz, or form
(4) Dashboard Widgets - Add and rearrange widgets that provide additional information in a quick view

Dashboard Footer
Recent blog posts and some of the top tutorials are listed at the very bottom of the dashboard for quick
access.
Getting Help
(1) Search for Help - Search our tutorials based on the keywords you provide to get in-depth tutorials to
help you learn more.
(2) Help / Support - Contact our customer service team via phone or our email ticketing system, which
includes tracking previous support request history. Note: Phone support is not available for all account
levels.

Project History
By clicking on Project History, a dropdown will appear with recently accessed projects for your user
within the account. This is a great way to go back to a particular project you accessed on your last login
by clicking on one of the links in the dropdown.

Getting Started and Your Projects Tabs
When entering a new account or by selecting the Getting Started tab, you can access a quick
walkthrough of different areas of the SurveyGizmo interface and the project building process. The Your
Projects tab will bring up a list of current projects.

Types of Projects
There are 4 main project types: Survey, Poll, Quiz, and Form.
Project Types Explained
Survey: The basic 'everything', allowing you to collect responses with logic, multiple pages, questions,
and integrations.
Poll: A one-question wonder with no response limit, embedding only, and duplicate protection built-in.
Quiz: Pass/Fail or Tally based, respondents answer questions and are scored based on your answer
key.
Form: Need a quick contact form? Yup, we do those too.

Your Projects
The main area for accessing, organizing, and browsing through the projects you have created.
Viewing & Searching your Projects
Projects are listed in order of creation, with the newest projects listed first.
(1) This dropdown menu will allow you to change what projects are visible in your view including status,
type, and folder based.
(2) Manage Folders: Folders are an easy way to organize projects and will allow you to create and
modify folders and their contents. (See manage folders)
(3) Search your Projects: Keyword search for a specific title or partial title.

Pagination & Number of Projects Visible
(1) Navigate forward and back between multiple pages or choose from the dropdown a particular page
of projects
(2) Alter the number of projects showing on any particular page
(3) The infinity symbol means that there is no limit on the number listed on a page (show them all)
Individual Project Options
For any individual project you can interact using the icons to the far right:
(1) Pencil: Go straight to the Question Editor. (See question editor)
(2) Two Stacked Pages: Copy this project and go directly into the Question Editor in the new copy
(3) Magnifying Glass: Preview the project in a new tab or window (See preview)
(4) Bar Chart: Go straight to the Reports tab of the project (See reports)
(5) X in Red Circle: Delete and remove this project
(6) Project Title Link: Clicking the project title will bring up the project's overview tab (See overview)

Folders
Managing folders is a simple way to organize multiple projects into groups by year, department, client,
etc.
Folders Overview
All of the folders are listed on the left side (1) and all projects (2) located within that folder or found in
the search filter (3) are located to the right. New folders can be created using the button at the bottom
left (4), while existing folders can be renamed by selecting the folder (highlighted in green) and clicking
the pencil icon (5).

Drag & Drop Projects into Folders
Searching for a keyword such as basics (1) provides any projects that match that search term inside
the current folder (or All Projects). To move a project into a folder, left-click (2) and drag (3) the project
and drop it into the folder (4) on the left.

Dashboard Widgets
Dashboard Widgets bring important information to the front so it is visible when first logging into your
account.
The Basic Dashboard Widget Display
The dashboard widgets are displayed in a three column layout and can contain any of the widgets
available. Customizing the dashboard is available by clicking the button at the bottom or on a new
account, using the link in the placeholder widget.

Customize your Dashboard
Any available widgets (1) can be added to the Dashboard (2) by dragging and dropping the widget from
the left side onto the Dashboard (3) in any location you prefer.
You can move around existing widgets (4 arrows icon) and remove widgets (X in a red circle icon)
using the icons within each widget.

Libraries

Files & Images
You can upload numerous types of content to your SurveyGizmo account so it can be used within your
projects, including images and logos as well as files, such as PDF documents or white papers being
shared with clients.
Files & Images Overview
There are three main areas to concentrate on:

(1) Total file storage space lets you know how much space is left for storing files in your account.
(2) Uploading new files is a single button to add a file from your computer.
(3) All currently existing files are shown in three columns and provide the individual URL as well as the
ability to Edit or Delete the file.

Theme Library
The theme library allows you to build your own theme, either from scratch or based upon existing
templates.
Theme Library Overview
If any custom themes have been created, they are displayed at the top (1) of the Theme Library. If you
want to create a new theme from scratch, you can Create a New Theme using the button (2) below the
My Custom Themes section. Standard Themes (3) available for all customers can be copied to create a
new custom theme.

Copying a Standard Theme
Hovering your mouse over any Standard Theme will present you with the copy icon. You can also click
directly on the theme to create your new custom theme by copying the Standard Theme.

Creating & Editing Theme HTML
When editing a theme, there are two main sections: HTML and CSS. The left column allows the project
creator to exclude particular aspects of the theme from editing. You can also click on the green arrow (1)
to insert at your cursor the special merge code for that item in the editing box (right-side).
You can also assign a default logo/image (2) to the theme.

Creating & Editing Theme CSS
Setting the default colors, font settings, and project width can be set in the left column (1). Any element
on the left can have its merge code placed in the editing area on the right by hovering over the item on
the left and clicking the green arrow (2) that appears. All the elements on the right side can be edited
directly.

Question Library
The question library allows you to change, remove, and review all questions saved within the library, a
quick way to save common questions that you may use across multiple projects.
Question Library Overview
All of the questions are listed continuously and can be edited (1), copied (2), or removed (3) from the
question library. Questions within the question library can be added to your project through the Add
Question interface within the Question Editor.

Account Settings

Account Info
The default tab for Account Settings, it provides general account information for the primary contact and
billing contact.
Account Info Tab
You can edit (1) these settings at anytime and they should be kept up-to-date to ensure SurveyGizmo
can keep you informed about your account and our support team can reach you if needed.

Enterprise Powered By Logo
Enterprise and Dedicated customers can check the Default to 'Off' box to hide the "Powered by
SurveyGizmo" logo from the bottom of their surveys, account wide.

Upgrade/Change Plan
Your SurveyGizmo account is one of several plan types: Free, Personal, Pro, Enterprise, Student, or
Dedicated. Each Plan type has different response rates, features, and support options. The
Upgrade/Change Plan tab allows switching between plans at any time.
Upgrade/Change Plan Tab
Your current account level is highlighted in yellow (1) and displays some common features that are part
of that plan. You can downgrade (2) or upgrade (3) your plan by selecting the appropriate link under the
new plan level. If upgrading, you will only be charged the difference between your current plan's
monthly fee and the new plan's monthly fee for the first month. Downgrading to free is equivalent to
canceling your monthly billing and will take effect one month after your last payment.
Finally, if you are on our flexible monthly billing that allows the real-time upgrading and downgrading,
you can switch to annual billing (4) to lock-in your plan for an entire year and save 10% over monthly
billing.

Invoices
Invoices allow you to view a receipt for any previous payments, including automatic monthly renewals.
Any outstanding invoices are also displayed and can be paid via credit card or Paypal through this tab.
Invoices Tab
All of the invoices are listed here. By selecting the view or pay link (1) you can display, pay, or create a
PDF of any specific invoice.

Domains
The Domains tab allows you to configure your project link subdomain (Pro and above) or Private
Domain link (Enterprise and Dedicated).
Domains Tab
Subdomains (1) are used when creating survey web links to share with others and offer some branding
options. The Private Domain (2) feature offers URL branding, e.g. surveys.yourcompany.com. (See
creating survey web links)

Setting Up a Private Domain
A private domain is set up jointly by your IT department and SurveyGizmo. Your IT department creates
a subdomain and points it to SurveyGizmo. For example, in this link — surveys.acmeco.com —
"surveys" is a subdomain of acmeco.com.
When you create a private domain, all of your projects will be published under that name. An example
of a link for a project you name "mysurvey" on your private domain would be:
http://surveys.acmeco.com/mysurvey/
Below are the instructions for setting up a private domain. Please relay this information to your IT
department.
1. Decide what you want your subdomain to be. If your website is www.abccompany.com then you
might decide on surveys.abccompany.com
2. Tell your IT department to create a CNAME DNS record for the subdomain of your choice and have
them point it to privatedomain.sgizmo.com
3. Enter that exact domain name in the Private Domain field. Following the example above, you would
enter surveys.abccompany.com
Once the steps are completed, the private domain is set up.

Users
The Users tab offers a location to change your password as well as perform user management
(Enterprise and Dedicated plans): Add users, alter teams, and adjust user permissions.
Users Tab
Any administrator can access this page and change a password (1) by entering and repeating the new
password. For Enterprise and Dedicated customers, you can assign a team (2) to the particular user,
which is a sub-group or department within the account, allowing you to section off the work of specific
users on a team to only be visible to the members of that team. The team Admin/All can view projects
that are assigned to any team.
Using the edit (3) link, user permissions (web link) for that particular user can be set or edited.

User Permissions
Each permission (1) offers specific restrictions. A checked permission is available to that user, while
unchecked options are features not available to that user.
- Can Edit/Create Surveys & Clear Responses: New project creation and deleting response data.
- Can Preview/Test Surveys: The Preview option is available for testing projects. (See preview)
- Can Launch/Close Surveys: Projects can be taken from In-Design (upon creation) to Launched.
- Can Create, Edit & Launch Email Invites: Able to create new Email Invitation Campaigns. (See
email invitation campaigns)
- Can Create/Edit Reports: Can create new Reports and edit existing Saved Reports. (See reports)
- Can View/Re-Run Reports: Can view any Saved Reports. (See saved reports)
- Can Run Canned Reports: Can re-run a report based on new data.
- Can View Individual Response Data: Can view individual responses from the overview tab by
clicking into those responses.
- Can View Email Invitation Data:
- Is an Administrator: The user can access all tabs in Account Settings. Users without this option
checked will only be able to change their password. (See account settings)
Within each team of users, users can also be restricted to specific projects (2), such as restricting a
user account assigned to an intern to view only a specific project within the account. If no projects are
checked, the user has access to all projects as defined by their Team setting.

API & Plugins
The API tab offers integrations, with the primary integration being the account's API key for use in other
services, such as the WordPress plugin.
API Tab
You can enable API key access for your account by checking the API box, which displays your unique
API key.
Important: Do not share your API key with others, as this provides access to your SurveyGizmo data!
Plugin - ExactTarget
You can enable access to your ExactTarget account and thus use the ExactTarget integration by
providing the username and password within the API tab. (See ExactTarget integration)

Plugin - MailChimp
You can enable access to your MailChimp account and thus use the MailChimp integration by providing
the username and password within the API tab. (See MailChimp integration)
Plugin - Twitter
You can enable access to your Twitter account and thus use the Twitter integration by providing the
username and password within the API tab. (See Twitter integration)
Plugin - SalesForce
You can enable access to your SalesForce account and thus use the SalesForce integration by
providing the username and password within the API tab. (See SalesForce integration)

Affiliate Program
The affiliate program offers a monetary reward system for customers you refer to SurveyGizmo that
upgrade to a paid plan level. See the affiliate program description (web link).
Enabling your Affiliate Program and accessing your Affiliate ID requires checking the box (1) to agree to
the terms. You are provided with various link options (2) to help you distribute your affiliate link to
SurveyGizmo.
Affiliate Program Description FAQ
Q: Who can participate?
Anyone with a SurveyGizmo user account. Yes, even free account users and those who haven’t run a
single survey can take part. Need an account? Visit your Affiliate Tab under your Account Settings to
activate your affiliate status and get your affiliate ID number (different from your account id).
Q: How does it work?

You link to any page on SurveyGizmo (blog post, article, home page, etc.) or use one of our banner
links. The link has a tiny bit of code identifying it as coming from you. When a user clicks that link, we
write a cookie to their computer and track when/whether they sign up for a SurveyGizmo account.
Q: What if a referral signs up for a free account but upgrades later?
No problem. If they upgrade to a paid account, you get the same benefit. Your ID is saved at the time
an account is created and doesn’t expire. When they become a paid account you’ll get the credit.
Q: When do I get credit for an affiliate signup? How long does this last?
One month and one day after your referral signs up with us. What this means is that when the user is
successfully billed for their second month you’ll get the credit. Affiliate rewards are one-time payments
and do not recur, but rather than giving you a percentage and having the money trickle in, you get paid
upfront.
Q: What if my affiliate signups downgrade?
It’s our job to make our customers happy and keep them around. You get paid upfront after the user’s
second payment. If they leave us afterwards, you still keep your referral reward. If they upgrade/signup
again later, however, you won’t get the reward again.
Q: How can I track this?
Keep track of everything in the Affiliate tab of your account page. You can check your balance and
signups, and you can get the affiliate code and links to place on your site.
Q: When do I get paid?
We send out checks quarterly for everyone with $99 or more in their accounts. If you have less it will
stay on the books and you’ll be paid out at the first check cutting when your account is over $99.
Q: I have questions? I have an idea!
Send our affiliate managers an email at affiliates@sgizmo.com
Q: Anything else I should know?
Now that you mention it, you should know that a user must come to the site via your affiliate link and
not delete their cookie before signing up. That’s the only way we can track this program. In other words,
it won’t work to contact us later and say, “Hey, my friend signed up last week, but didn’t have a

cookie…” We do our best to make sure the system works smoothly and reliably, but things can go
astray, (cookies deleted, switching browsers or computers, etc). If these things happen, console
yourself with the fact there are another 5 trillion internet users who still need the joys of SurveyGizmo
userdom.
Also, you should probably read our Affiliate Terms and Conditions (web link).

Building a Poll

Creating a One Question Poll
Polls are unique within SurveyGizmo as a project because they do not count towards your monthly
response limits and must be embedded into a webpage. They are designed for single questions and
have special formatting and instant results displayed automatically.
Creating a New Poll
From the main Dashboard, select Create a Poll on the left side. (See dashboard)

Poll Project Setup
Creating a new poll requires a few minor choices.

(1) Enter the Poll Question that will be asked of your respondents.
(2) Enter each Poll Choice (Answers), one per line.
(3) The default Poll Type is Single Choice: only a single answer can be chosen by the respondent
(radio button). The Image Choice type asks the respondent to click on the single image they prefer.
The Ranking type asks the respondent to place the Poll Choices in order of preference.
(4) Vote Protection (preventing duplicate responses) is cookie protection based by default but also
offers IP address & cookie as well as no vote protection. (See duplicate protection)
(5) If Allow sharing is checked, social networking links will be included in your poll to allow
respondents to share the poll with others.
(6) The basic size of the poll (width) which should be matched to the webpage where the poll will be
embedded.

Publishing Polls
Once you have created your poll you must embed the poll's publishing code on a website. From the
Publish tab (shown above), copy and paste the code in the box (1) into your website.
To test your poll before it goes live, click on preview (2). The preview will also show you the style of
your poll, which can be altered using the Look & Feel section to brand your poll. (See Themes)

Poll Settings
There are poll specific options under Poll Settings that can be enabled by checking the box next to
each option. Sharing places a link for the respondent to quickly send the page to various social
networks and share the poll with others. The various display options will change the items within the
poll results that will be displayed to the respondent after they have voted. If the answer title is different
from the reporting value, the option can be checked to use those values rather than the answer title.

Building a Survey

Overview
The survey Overview screen gives you a quick glance at the results of your survey. It should be used to
monitor the progress of your survey.
Interface
(1) Survey Settings: Brings you to the Survey Settings found under Edit Survey. (See survey settings)
(2) This is a summary of responses collected so far:
In Progress: An in progress response is when a survey taker is currently taking the survey. Once
they leave the survey, it will become a completed, abandoned, partial, overflow or disqualified
response.
Completed: A completed response is when the survey taker reaches the Thank You page of the
survey. If there are required questions, they must be answered before a response can be submitted.
However, if questions are not required, survey takers can submit a completed response without
answering all questions.
Abandoned: Any response that stays on the first page of the survey and idles more than 20 minutes
without data collected is flagged as abandoned. As an example, the survey is open in their browser, but
they went to lunch. However, if they come back to their computer and answer questions and submit the
survey (or navigate to the next page), the response will be pulled from the 'abandoned' count and

placed into its appropriate category.
Partial: The survey taker may have left the survey part of the way through, or they might intend to
come back and finish later (if you allow them to).
Overflow: When you exceed your monthly limit, responses continue to be collected. There is no
disruption in service from the survey taker's perspective.
Disqualified: A disqualified response is when the survey taker selected options that disqualified or
terminated the response (Pro plan and higher). Disqualification logic can be set up under Page Logic.
(See logic builder)
(3) This drop-down menu allows you to adjust what types of responses are visible in the list
(4) Search responses by data found in the responses themselves, such as answers to questions
Customize Grid & Individual Responses
The Customize Grid & Individual Responses will overlay a new window that allows you to choose which
survey fields will be visible in the Overview, as well as choose whether image descriptions and
descriptive text fields from your survey will be visible when viewing an individual response.
Individual Response Icons
This cluster of options appear for each response in the list, though some are restricted by account level,
including:
(1) View: View this response
(2) Adobe PDF: Download the response to PDF (Enterprise & Dedicated accounts only)
(3) Delete: Delete this response
(4) Partial: Convert a Partial response to a Completed response (only visible on Partial responses)

Navigating Through Responses
(1) Delete All Responses: You will be prompted to confirm you wish to delete all of the responses.
Warning: This cannot be undone!
(2) Delete Test Responses: You will be prompted to confirm you wish to delete all *Test* responses
present.
(3) Use the dropdown menu to select a different page of responses.
(4) Alter the number of responses visible on a single page.

View Individual Response - Data Tab
The data tab provides the answers given for any questions, grouped by pages. At the bottom are
additional navigation options to view the Previous Response (1), Next Response (4), as well as
download to PDF (Enterprise and Dedicated accounts) (2) or delete the response (3).

View Individual Responses - Details Tab
The Details tab will include, if available, secondary data about the response, including: submission date
(1), IP Address (2), web browser agent (3), and page navigation order (4).
View Individual Responses - Geodata Tab
Based upon IP Address, geolocation data (if available) is displayed based on a third-party database of
location information.

View Individual Responses - Comments Tab
SurveyGizmo users can add comments to the particular response, which will be available in exports.
One example of using comments is when reviewing responses in a job application survey. (See exports)

Creating a New Survey
(1) Set the title of your survey (you can change this later).
(2) Choose how to build your new survey:
- Blank survey.
- Copy an existing survey provides a dropdown menu of current surveys.
- Pre-built templates of SurveyGizmo surveys for different business and purposes.
- Import your survey from Word. (tutorial web link)
(3) Choose the theme from Custom Themes (user created for your account) or Standard Themes
(SurveyGizmo created).

Question Editor

General Question Editor Interface
The main Question Editor is the interface for designing your projects.
Question Editor
The toolbar (1) on the left can be used to drag and drop new elements onto pages within the project,
such as adding questions to a project. Each page (2) of the project contain project elements, and new
pages can be created using the Insert Page button (3). The Thank You page (4) marks responses as
complete and cannot contain question elements.

The Toolbar
Each button of the toolbar can be dragged and dropped onto a page to create a new element in that
specific location. Each button represents different questions, actions, or other elements (described
when you hover over the button).
Normal Pages
(1) Page Title - click to edit and change the title.

(2) Preview the project. (See preview)
(3) Reorder Questions. (See reorder questions)
(4) Copy the page and all of its contents.
(5) Additional Page Options, including show-when logic and page piping. (See page options)

(6) Add Page Logic, such as page skipping / jumping. (See logic builder)
(7) Add Text/Instructions or Media (Images). (See text / instructions)
(8) Add Actions, such as send email or URL redirect. (See actions)
(9) Add a Question element. (See question types)
Thank You Page
A Thank You page is almost identical to normal pages, however some Actions are unavailable and no
Question elements are available. There is a default Text/Instructions element automatically included,
that can be edited or deleted using the left icons. (See text / instructions)

Survey Elements
Survey elements include Questions, Actions, Text/Instructions, and Media (Images & Video).
Element Icons
Each element, regardless of type, can be edited (1), copied (2), deleted or removed (3), or reordered (4)
. (See reordering)

Page Options
Page options are settings and properties for a particular page.
Editor: Basic
The Page Title (1) can be changed to make it easier to reorder, drive logic, and identify the content of
the page. The Page Description (2), while not supported by all themes, can be included and will appear
at the top of the page. (See themes)
Editor: Advanced
The Advanced tab provides features for controlling the page navigation of the respondent, the visibility
of the page, and a few other features.
(1) Jump Logic defaults to Natural Flow: The respondent will proceed to the next page of the project

upon clicking Next Page while completing the project. This can be changed to jump them to another
page by default. This setting will be overridden by any on-page logic rules. (See logic builder)
(2) Terminal Page allows the page to act as a Thank You page, with no navigation buttons (Previous
Page / Next Page) and marking the response as complete.
(3) Page Show-When Controls sets whether the page is visible at all (hide this page by default) and
99% of the time should be left as "No". Only use this if you do not wish to delete the page but still no
longer want it visible to the respondent when they complete the survey.
(4) Question Randomizer offers two options: Show __ random questions, such as showing only 3 of 10
questions on the page, randomly; and a checkbox to randomize all questions on the page, showing
them all. (See question randomization)
(5) Show/When Rule uses the Logic Builder to show this page only when the rule provided is true. (See
logic builder)

Reorder Questions
Any survey element can be moved within or between pages through a drag and drop interface. Pages,
containing all of their elements may also be moved around. The exception is the Thank You page,
which allows reordering of elements, but cannot have elements dragged onto or off of this special page.
Reordering Questions
Individual project elements, typically questions, can be reordered by clicking the Drag Me (1) button
and dragging the question to its new location (2) either within the same page or on a different page.
Projects elements cannot be dragged onto or off of the Thank You page, but the order of elements on
the Thank You page can be altered. Make sure you click Save Changes (3) to save your new order to
the survey!

Reorder Pages
Pages themselves can be reordered, with the exception of the Thank You page. All project elements
within the page are also moved. Checking the Hide Questions box will hide all project elements to
allow easier drag and drop of pages.

Find & Replace
Find & Replace allows you to search page titles, question titles, and descriptive text fields for your
keyword, replacing them with a few clicks and option selections.
Finding Matches
You can search for any particular term (1) and the system will search through page and element titles
to find the matching terms (4). You can then replace (3) it with another term or phrase. Once the areas
are selected (4), clicking Change Selected (5) will alter your project. This can be useful for globally
correcting any spelling mistakes.
The Find HTML (2) button will search not for a particular search term, but for any HTML code found
throughout your project.

Survey Settings
Configuring your project's global settings is setup through this section. This includes page
randomization, save & continue, duplicate protection, anonymity, and user permissions (teams) (web
link).
General Settings
(1) Public Title is visible to the respondent (and in Preview).

(2) Internal Title is visible on the Dashboard and is not displayed to respondents.
(3) (Optional) Placing the project in a folder for organizational purposes; visible on the Dashboard. (See
folders and dashboard)
(4) Team Access ties into User Permissions (web link) setup within Account Settings > Users. (See
users)
(5) IP based geolocation data.
(6) Remove the ability for the respondent to go back to previous pages within the survey.

Save & Continue
By default, Save & Continue is not enabled. By checking the option (1), further options appear (2). Save
& Continue links will not show on page one or the Thank You page of the project when viewing in
Preview or through a Web Link. Secondarily, when a respondent uses Save & Continue, only the data
from previous pages is saved (not the current page). (See preview and web link)
Duplicate (Multiple Response) Protection
There are three primary forms of duplicate protection (stopping a respondent from completing the
project more than once):
(1) Cookie Based:
- Cookie is stored on respondent’s computer, but then can be cleared manually by the respondent
- Switching computers or web browsers side-steps protection

- Embedded projects may not accept 3rd party cookies, based on browser security settings of the
respondent
- Good for dedicated project pages, not for embedding in multiple pages/sidebar/footer
- This is the best option where multiple respondents may come from a single IP address (schools, users
inside the same business)
(2) IP Based:
- Respondent cannot change IP address easily (possible through proxies)
- Families and companies usually share a single public IP address, so one respondent in a company
will block the project from all others sharing that same IP address
- Best for diverse distribution and audiences (e.g. customer satisfaction surveys)
(3) URL Variable Based:

- Allows outside websites (such as ExactTarget) to provide a static link to an individual response
- Editing the sguid (web link) value manually would work around the issue (assuming no secondary
protection within the project)
- If no sguid is provided, respondent is not blocked
While none of these duplicate protection options alone provide a perfect solution, they do offer some
protection against multiple responses from a single individual. For each type of embedding (web link),
the following duplicate protection is available:
JavaScript – IP & Cookie

iFrame – IP & URL Variable Based
Static HTML – Not compatible with duplicate protection
As a quick note, when embedding, the File Uploads question type is only compatible with iFrame and
Static HTML embedding.

Page Randomization
Page Randomization allows you to check all pages that will be shuffled and displayed randomly within
the project. Typically the pages are together in the project (such as 5 pages in a row). Currently, it is not
possible to group the page randomization, such as randomize pages 1-3 and 4-6 only within their
groups.
Advanced Settings
(1) Stops any responses from being collected after a specific date and time and overrides any
auto-close settings in Links & Campaigns. (See publishing)
(2) By default, collected responses cannot be edited. Checking this option makes this possible with a
link visible when viewing individual responses.
(3) Checking this option ensures that search engines will not index your survey (thus it will not show up

in search results if it is indexed by Google, Yahoo, Bing, etc. when posted on a webpage)
(4) Advanced Users Only - Regular Expression based method to split complex Query String (web link)
values into individual fields within the project, such as M15P may be split into Male, 15, and Pro using
Token Patterns.

Text/Translation Settings
SurveyGizmo allows you to field surveys in multiple languages, but store the data collected in one
combined survey. Translations allow you to offer versions of your project in multiple languages and
provides a single page to translate all elements at once. The translations collect all the data together
within the survey.
General Translation Interface
The survey is built first in the primary language within the editor. Once survey edits and logic testing is
completed, the translator enters the various translations into this area.
The language you are working on is displayed at the top of the screen (1) and can be changed using
the dropdown menu. New language(s)/translation(s) (2) can be created for the project. Each page,
question, text/instructions, and option within the survey is displayed for editing (3) in the Survey tab.

Adding a New Language
Once you have clicked Add Language, choose the new language (any UTF-8 language) from the
dropdown menu to create the translation. For languages that are natively written in Right-to-Left,
SurveyGizmo will automatically enable the proper display based upon the language selection.

Entering Translations
While SurveyGizmo does not automatically translate the text for you, the primary language is found
below each item (1), while the essay box (2) should be used to enter the translation for this particular
language.
If you wish to remove the entire language translation from the survey, use the Delete Language button
at the bottom-left (3).
Look & Feel Tab
Project items found under Look & Feel also have translation options, the most common being the
navigation buttons. (See look & feel)

Messages Tab
There are multiple non-question messages within a survey, including error messages and instructions
that can also be translated.
Save & Continue Tab
If using the Save & Continue feature, this tab allows you to translate the messages and buttons related
to this feature. (See save & continue)

Question Types

Question Types
The complete list of question types are available to Pro, Enterprise, and Dedicated customers. This
section will describe how each question is formatted, edited, and reported/exported.

Textbox
The textbox question type allows your survey taker to input a short textual answer. This question type is
ideal for single word or short sentence answers. If collecting more than 6-8 words, we recommend
using the essay question type.
Sample Textbox
Common Settings of a Textbox
The textbox question supports the following settings:

- Mark question as required
- Left and right labels
- Textbox width
- Minimum and maximum values
- Validation by data type
- Advanced validation
- Convert question type
- Set the default value
- Auto-complete
- Hide subsequent questions
- Pipe the question
Reporting Results
While textbox data can be graphed in a pie or bar chart, it is best displayed as an appendix.

Exporting Results
In the CSV/XLS export, the data is presented in a single column within the spreadsheet.

Number
The number question type asks the survey taker for a numeric value, such as a year or quantity. It
contains validation by default that ensures that the value is only a number and contains no additional
types of characters.
Sample Number
Common Settings of Number
The number question supports the following settings:

- Textbox width
- Validation by data type - default to numeric values only
- Auto-complete
- Pipe the question
Reporting and Exporting
Reporting and Exporting for the number question type is equal to the textbox question type. (See textbox)

Email Address
The email address question type asks your survey taker to input an email address into the survey.
Sample Email Address
Common Settings of Email Address
The email address question supports the following settings:

- Textbox width
- Validation by data type - default to email validation by format and MX record check
- Auto-complete
- Pipe the question
Reporting and Exporting for the email address question type is equal to the textbox question type. (See
textbox)

Percent
The percent question type asks the survey taker to enter a percentage. This question type validates the
answer as a numeric value and adds the percent sign automatically if it is not imput by the respondent.
Sample Percent
Common Settings of Percent
The number question supports the following settings:

- Textbox width
- Validation by data type - default to numeric values only and the percent sign inserted
automatically
- Auto-complete
- Pipe the question
Reporting and Exporting for the percent question type is equal to the textbox question type. (See textbox)

Date
The date question type asks the respondent to provide a date. A calendar icon is automatically
provided that allows the respondent to select the date through a point-and-click calendar, entering the
date automatically.
Sample Date
Common Settings of Date
The date question supports the following settings:

- Textbox width
- Validation by data type - default to date format check with calendar button
- Auto-complete
- Pipe the question
Reporting and Exporting for the date question type is equal to the textbox question type. (See textbox)

Essay
The essay question type is used to ask a respondent for lengthy open-ended replies. It is typically used
to allow for additional comments.
Sample Essay
Common Settings of Essay
The essay question supports the following settings:

- Auto-complete
- Pipe the question

Unique Settings of Essay
The essay question has the following exclusive settings:

(1) Max Words Size: Set a limit to the total number of words the respondent can enter in the essay
question.
(2) Set the width and height of the essay box in characters and lines, respectively.
Reporting Results
Essay results should be displayed using the appendix type or excluded for summary reports.
Exporting Results
The CSV/XLS export will display the results of the essay question in a single column within the
spreadsheet.

List of Textboxes
The list of textboxes question type creates multiple rows of textboxes with independent labels for each
row, all within a single question.
Sample List of Textboxes
Common Settings of List of Textboxes
The list of textboxes question supports the following settings:

- Specify row headers/labels
- Answers
- - Fixed position for rows/answers
- - Set the default value for each row
- Alter the position of the row label

- Set the number of columns to use
- Change the width of the textboxes
- Set the minimum number of rows that are required to be answered
- Randomize the rows/answers
- Table Summary (accessibility)
- Piping
- - Pipe the question
- - Pipe into the row headers

Exporting Results

Radio Button
The Radio Button question type is the most common survey question format. It present the respondent
with multiple choices and allows them to select only one answer.
Sample Radio Button
Common Settings of Radio Buttons
The radio button question supports the following settings:

- Answers
- - Set the reporting value
- - Special settings
- - Fixed position
- - Trigger show/hide (See show/hide triggers)
- - Randomize answers
- Labels
- - Positioning
- - Orientation
- Set the number of columns

- Hide after answering
- Pipe the question
- Pipe into the answers

Reporting Results
Within Summary Reports, the radio button question can be represented as a table, pie chart, or bar
chart.
Exporting Results
Radio button questions export as a single column of data during exporting to a CSV or XLS file.

Checkbox
The checkbox question type asks the respondent to select one or more items from a list of choices.
Sample Checkbox
Common Settings of Checkboxes
The checkbox question supports the following settings:

- Answers
- - Fixed position
- Labels
- - Positioning
- - Orientation
- Set the number of columns

- Set the minimum and/or maximum number of answers that must be selected

- Pipe the question
Reporting Results
A vertical bar chart or a table can be used to display the results of a checkbox question within reporting.
Exporting Results
Multiple columns are present for each answer possible within the checkbox question. The answer given
is present in the cell if that answer was selected by the respondent.

Dropdown Menu
The dropdown menu question asks the respondent to select one answer from a dropdown of choices.
Sample Dropdown Menu
Common Settings of Dropdown Menus
The dropdown menu question supports the following settings:

- Answers

- Piping
- - Pipe into the answers
- - Pipe from URL token
Unique Settings of Dropdown Menus
Enabling this option will allow the survey taker to select more than one option from the dropdown menu.

Reporting Results
Within Summary Reports, the default dropdown menu can be displayed as a pie chart, bar chart, or
table. If the unique setting to create a multi-select box is used, reporting should not use the pie chart
display type.
Exporting Results
The default dropdown menu is single-select, and the export will have a single column of data. However,
if multi-select box is enabled, a column will be present for each answer possible. (See checkbox)

Image Choice (Single & Multiple Selection)
The image choice question type displays multiple images to the respondent allowing them to select
their answer by clicking directly on the images.
Sample Image Choice
Images are courtesy of Doctor_Strangelove (web link) - Creative Commons License
Common Settings of Image Choice
The image choice question supports the following settings:

- Answers (images)
- - Fixed position during randomization

- Pipe the question

Unique Settings of Image Choice
While it is beneficial to adjust the size of your images prior to uploading them to your library, you can
force a specific size (or force the size of one dimension) by specifying a width, height, or both (1). You
can also decide how many images (2) will be displayed in a row before a new row is created. This
assumes that the width of the survey supports that number of images in a single row.
Reporting Results
Both pie and bar charts are available to display the data, however the pie chart should only be used in
the single selection image choice question. The reporting values rather than the images themselves are
used within reporting.
Exporting Results
The export for a single selection image choice question (1) will have a single column of data. However,
if it is a multiple selection image choice question (2), a column will be present for each answer possible.
The reporting values rather than the images themselves are used within reporting.

List of Dropdown Menus
The list of dropdown menus question type includes multiple rows of individual dropdown menu
questions, each row with a unique row label. All of the answers available within the dropdown menus
are the same for each row.
Sample List of Dropdown Menus
Common Settings of List of Dropdown Menus
The list of dropdown menus question supports the following settings:

- Answers
- - Set the reporting value for each answer within the dropdown menu

- Set the number of columns to use
- Randomize the rows
- Piping
- - Pipe into the answers within the dropdown menu

Unique Settings of List of Dropdown Menus
Force no repeats requires that there at least as many answers within the dropdown menu as there are
rows in the list, and the respondent can select any particular answer only once within the entire
question.
Reporting Results
Individual rows within the list can be graphed using a bar or pie chart, however to display the entire
question, the table format will display all the data from each row within the list of dropdown menus.
Exporting Results
Each row in the list will be in a separate column within the CSV/XLS spreadsheet export.

Likert Scale
The likert scale question type asks the respondent to select a position on a scale of choices, such as
very unhappy to very happy. These choices are shown horizontally, with labels above or below each
choice. Typically, the reporting value is numeric for analysis purposes.
Sample Likert Scale
Common Settings of Likert Scales
The likert scale question supports the following settings:

- Answers
- - Fixed position
- Labels
- - Positioning
- - Orientation

- Hide after answering
- Pipe the question

Unique Settings of Likert Scales
Unique to likert scale questions, a label can be placed to the extreme left or extreme right of the entire
horizontal scale (1). The labels for each answer is placed on top of the radio button by default, but
checking the Position Labels on Bottom (3) option will switch them to below the radio buttons. If Flip
Scales Randomly is checked (2), the answers will be randomized while maintaining order (e.g.
1,2,3,4,5 or 5,4,3,2,1) when displayed to the respondent, maintaining the proper saved value for
reporting.
Reporting & Exporting Results
The reporting and exporting of likert scale questions matches the radio button question, with the
exception being that typically a likert scale question uses words for the title and a numeric value for the
reporting value. (See radio button)

Drag & Drop Ranking
The drag & drop ranking question type asks the respondent to rank a list of choices by dragging and
dropping the choices in order of preference. The interactivity of this question type makes it a less
screen reader accessible question type, and SurveyGizmo offers an alternate fully accessible version
with the table ranking question type. (See table ranking)
Sample Drag & Drop Ranking
Common Settings of Drag & Drop Ranking
The ranking question supports the following settings:

- Answers
- - Fixed position
- Set the width of the question

- Set the minimum and/or maximum answers required to be ordered
- Pipe the question

Reporting Results
Ranking questions should be displayed using the table format or through exporting.
Exporting Results
The CSV/XLS export display a column for each answer available in the ranking question, with the
numeric question as the reported data.

Table Ranking
The table ranking question type asks the respondent to rank a list of choices by selecting their numeric
rank from a table of radio buttons, where each column is restricted to a single answer across all rows.
This format is fully screen reader accessible.
Sample Table Ranking
Settings, Reporting, & Exporting
The table ranking question contains the same settings as drag & drop ranking as well as the same
reporting and exporting. (See drag & drop ranking)

Continuous Sum
The continuous sum question is used to gather a breakdown of a sum (or 100%) from the respondent.
This question type is used to see how a larger value, such as a budget, is allocated over several
choices. The continuous sum automatically tallies a total of all the values in each textbox.
Sample Continuous Sum
Common Settings of Continuous Sum
The continuous sum question supports the following settings:

- Fixed position for rows
- Change the width of the textboxes
- Advanced validation by regular expressions
- Randomize the rows
- Piping

Unique Settings of Continuous Sum
If the answers given should be required to sum equal to or less than a particular value, that can be set
as the Max Total (1) which is visible by default, but can be hidden (2) from the respondent. If the
respondent should not be able to continue unless the Max Total is met exactly, check option (3). If they
are over the Max Total, a custom message can also be set (4).
Reporting & Exporting Results
Reporting and exporting of the continuous sum question matches the list of textboxes question type.
(See list of textboxes)
Note: The total that is displayed for the respondent is not available as part of reporting.

Star Ranking
The star ranking question asks the respondent to interactively rate criteria of different categories
defined by the row and column headers. Each star represents the equivalent numeric value for that
rating (e.g. Four star rating will report a 4).
Sample Star Ranking
Common Settings of Star Ranking
The star ranking question supports the following settings:

- Set row labels/headers
- Set column/answer values
- Answers
- - Randomize columns
- Repeat column headers

- Set the width of the table elements
- Set the minimum answers required per row
- Randomize rows
Piping
- - Pipe into rows
- - Pipe into the columns/answers

Unique Settings of Star Ranking
(1) The number of stars used for rating can range from 1 to 10 stars.
(2) Check the Pre-population Stars option to enable a color change for stars that are preset via
pre-population from a custom scripting action. (See custom scripting)
Reporting Results
The star ranking question can be displayed as a pie or bar chart if viewing any individual row within the
table. However, the most complete view is to use the table format to view the ranking comparison of all
rows and columns, including highlighting of the highest rankings.

Exporting Results
Each pairing of row and column data is given a row within the export, with the numeric star ranking
value collected as the data for each respondent.

Table of Checkboxes
The table of checkboxes question allows respondents to select one or more matching criteria (columns)
about each item listed in the left most column (the row headers). This question type is a convenient way
to display multiple checkbox questions (each row) that share the same possible answers (columns).
Sample Table of Checkboxes
Common Settings of Table of Checkboxes
The table of checkboxes question supports the following settings:

- Answers

- Set the minimum answers required
- Randomize rows
Piping
- - Pipe into rows

Reporting Results
A table of checkboxes can be displayed as a pie or bar chart if using an individual row within the table.
However, to see all of the data in a single element, the table display will show the complete results
within a summary report.
Exporting Results
The CSV/XLS export will assign a column within the spreadsheet for each row and column combination
within the table of checkboxes, displaying the reporting value in the column if the respondent selected
that particular value within that particular row.

Table of Radio Buttons
The table of radio buttons question allows respondents to select one of the possible criteria (columns)
about each item listed in the left most column (the row headers). This question type is a convenient way
to display multiple radio button questions (each row) that share the same possible answers (columns).
Sample Table of Radio Buttons
Common Settings of Table of Radio Buttons
The table of radio buttons question supports the following settings:

- Answers

- Randomize rows

Piping
- - Pipe into rows
Reporting Results
A table of radio buttons can be displayed as a pie or bar chart if using an individual row within the table.
However, to see all of the data in a single element, the table display will show the complete results
within a summary report.
Exporting Results
The CSV/XLS export will assign a column within the spreadsheet for each row within the table of radio
buttons, displaying the reporting value of the column the respondent selected.

Table of Dropdown Menus
The table of dropdown menus question allows respondents to select one answer from each dropdown
menu to address the criteria specified by the row and column alignment. The entire table contains the
same list of answers within every dropdown menu. To have different answers in each column's
dropdown menu, you will need to use the custom table question type. (See custom table)
Sample Table of Dropdown Menus
Common Settings of Table of Dropdown Menus
The table of drop down menus question supports the following settings:
- Answers

- Randomize rows

Piping
- - Pipe into rows
Exporting Results
within the table of dropdown menus, displaying the answer given by the respondent in the dropdown
menu.

Table of Textboxes
The table of textboxes question allows respondents to provide an open answer for each specified row
and column alignment.
Sample Table of Textboxes
Common Settings of Table of Checkboxes
The table of checkboxes question supports the following settings:

- Set column labels
- Set the textbox width
- Randomize rows
- Randomize columns
Piping
- - Pipe into rows
- - Pipe into the columns

Exporting Results
within the table of checkboxes, displaying the respondent entered value in the column's cell.

File Upload
The file upload question type allows you to have your respondents upload files and documents as part
of their survey response.
Sample File Upload
Common Settings of File Uploads
The file upload question supports the following settings:

- Pipe the question

Unique Settings of File Uploads
The file upload question type can accept multiple file uploads within a single question (maximum of 10),
or limit the number of files that may be uploaded by the max number of files setting.
Exporting Results
The uploaded files are attached to each individual response, available for download in bulk through
reporting, and the file names are available within the CSV/XLS export. (See download files)

Custom Group
The custom group question type allows you to add different types of questions into one group of
questions. For example, you could add a dropdown menu, an open textbox, and a multiple choice
question all into one group of questions.
Sample Custom Group
Common Settings of Custom Groups
The custom group question supports the following settings:

- Sub-questions
- Require individual sub-questions be answered
- Add-as-needed
The sub-questions within the group all function like the standalone versions.
Reporting and Exporting Results
Each column in the CSV/XLS export is linked to the custom group question title, however the reporting
is based on the individual sub-question types.

Contact Group
The contact group is a special question type that allows you to easily collect contact information from a
survey respondent including, but not limited to: name, phone number, email address, and physical
address.
Sample Contact Group
Common Settings of Custom Groups
The custom group question supports the following settings:

- Sub-questions
- - Require individual sub-questions be answered
- Add-as-needed
The sub-questions within the group all function like standalone textbox questions, with the except of the
email field which is set with email validation. (See textbox)

Reporting and Exporting Results
Each column in the CSV/XLS export is linked to the custom group question title, however the reporting
is based on the individual textbox fields within the contact group each getting their own column.

Custom Table
The custom table question type allows you to mix different question types into a single table. Questions
types that can be added are: radio buttons, checkboxes, textboxes, essay boxes, and dropdown menus.
Sample Custom Table
Common Settings of Custom Table
The custom table question supports the following settings:

- Require the question be answered
- Require individual sub-questions be answered
- Set row headers (labels)

Unique Settings of Custom Table
There can be a maximum of 10 different sub-questions in the Custom Table of any of the following
question types.
For each group, select the Question Type (1), enter the question title (2), and select whether it is
required (3) and must be answered before the respondent can go to the next page. Additional groups
can be added using the Add a New Column Group button at the bottom of the sub-question section.
Note: Answers can have the answer title and reporting value separated by the pipe symbol "|" if you
wish to have a separate value for each.

Exporting Results
The CSV/XLS export will assign a column within the spreadsheet for each sub-question, or multiple
columns in the case of the checkbox sub-question. The answer(s) selected or entered by the
respondent will be present in the data cell within that column.

Question Settings - Basics

Introduction - Basics
This section will cover the basic settings that are available with every question type.
Basics
The basic question title and required question checkbox can be altered, however a few additional
options are available.
(1) The question title is the key to any question added to your project, and may contain any HTML code.
(2) Load Text Editor: Loads a WYSIWYG editor for styling your question title with HTML Links, Bold,
Italics, etc. without any knowledge of HTML.
(3) Merge codes can be added to the question title to display answers to previous questions within the
title of the current question. (See merge codes)
(4) Descriptive / Instructional Text: Additional information that can be included to add extra
information about the question. Visible in some survey themes, it is presented under the question title.

Answer Fields
Answers represent the preset options available for the respondent to select when answering a
particular question type, such as a radio button question.
Editing Answers
(1) Reorder answers by clicking and dragging the vertical double arrow icon.
(2) Alter any answer by editing the textbox.
(3) The Reporting Value is what will be saved as their answer and can be different than the label in the
textbox (e.g. Label is 'male' but the reporting value is '1'). The reporting value is what is available when
exporting to CSV, XLS, or SPSS. (See exporting)
(4) Quick access to answer properties and displays a checkmark if a special setting is applied.
(5) Quick access to the show/hide triggers setup for this answer and displays a checkmark if a
show/hide trigger is applied. (See show/hide triggers)
(6) Edit the properties of this particular answer.
(7) Delete this answer.
(8) Add a new answer; It creates a blank textbox below the last visible answer.
(9) Switches to an open essay box similar to the initial question creation box allowing you to append or
edit all answers in a bulk copy and paste interface.

Answer Properties
(1) Edit the text that will be displayed as the label for this textbox answer.
(2) Edit the reporting value that will be saved and available in exports.
(3) Apply a special setting, such as:
- Change it to an "Other" (web link) textbox
- Set as "Exclusive / None of the Above" which will disable all other options from being selected
- Setting it as "Not Applicable" (ignored in reporting calculations).
(4) The Fixed checkbox will lock the answer's position if answer randomization is enabled. (See answer
randomization)
Default Value
For a list of textboxes or table of textboxes question type, a default value can be set for each answer
(rows in a list of textboxes and column for a table of textboxes).

Show / Hide
Choose which project elements will be shown or hidden by this particular answer. (See show/hide
triggers)

Tables - Rows and Columns
Editing Column Headers
Editing column headers functions the same as editing answers within a simple question type. (See
answers)
Editing Row Headers
(1) Reorder row headers by clicking and dragging the vertical double arrow icon.
(2) Alter any visible header title by editing the textbox.
(3) Require this specific row to be answered before the respondent can move forward in the project
(next page).
(4) Delete this header.
(5) Add a new row header; It creates a blank textbox below the last visible row header.
(6) Switches to an open essay box similar to the initial question creation box allowing you to append or
edit all answers in a bulk copy and paste interface.

Questions in Custom and Contact Groups
The custom group and contact group question types offer sub-questions of other question types
contained within their groups, with independent editing of these sub-questions.
Sub-Questions
(1) Reorder questions by clicking and dragging the double-arrow vertical line.
(2) Alter the question title of any individual question.
(3) Force the next question to be on a new line rather than next to this question.
(4) Require the question be answered.
(5) Hide but do not delete this question.
(6) Edit this question.
(7) Delete this question permanently.
(8) Add a new question to the custom group.
The following question types can be added to these groups: Textbox, Number, Email, Percent,
Date, Essay, List of Textboxes, Radio Button, Checkbox, Dropdown Menu, List of Dropdown Menus,
Likert Scale, Table of Checkboxes, Table of Radio Buttons, Table of Dropdown Menus, and Table of
Textboxes.

Question Settings - Formatting

Introduction - Formatting
This section will cover the formatting settings that are available with every question type.
Formatting
All questions are automatically numbered within the project unless the option is checked to skip
numbering (1). The Template CSS Hook (2) offers the ability to add a CSS class to this question that
can be used in Advanced Look & Feel adjustments. (See advanced look & feel)

Labels
Answer labels can be positioned or amended through various settings within many question types.
Left and Right Label
Available for the simple textbox question type, a unique label can be placed on the left and/or right of
the answer box provided for clarification, such as adding 'lbs' to the right of a textbox question asking a
respondent to enter their weight.
Label Position
When a label is automatically present for a particular setting, this setting will switch the label from the
left side to the right side of the input box.
Orientation of Labels
For radio button, likert scale, and checkbox question types, the orientation of the answers can be
altered.
Note: Likert scale orientation is not available with the checkbox question type.

Answer & Table Columns
Number of Columns
The total number of columns used to display all of the answers to a particular question can be set to
improve formatting and use of horizontal space for a question that has a large number of answers.
Repeat Column Headers
For table question types that how many rows, repeating the column headers (labels at the top of each
column) after a certain number of rows can reduce respondent fatigue and ensure higher accuracy of
data collection on larger tables.

Width
Textbox Width
Open answer question types as well as questions that allow for an 'other' field allow you to set the width
of the textbox that is provided for the respondent. The default setting for most question types is 30
characters, the number of characters that are visible at a time.
Table Width
For table question types, the overall size of the table (1), the width of individual columns (excluding the
first column) (2), and the leftmost column (3) can all be forced to a specific width. A blank setting leaves
it up to SurveyGizmo to automatically size the table and columns to match the content of the row and
column headers.

Question Settings - Validation

Minimum and Maximum
There are various validation settings that involve setting either a minimum, maximum, or both setting for
the answers given by the respondent.
Minimum and Maximum Values
For open-text questions, excluding the essay question, you may set a minimum and maximum value for
the respondent's answer. This is best used in combination with the data type setting: number. (See
data type / format)
Minimum Answers Required
The default setting of 0 or blank will not set a minimum number of answers that must be selected by the
respondent. For multiple selection questions or tables that offer this feature, it requires the respondent
to select at least the minimum number of answers before they can move forward in the survey.
Minimum Answers Required Per Row
Similar to minimum answers required, this setting only applies to the rows in specific table question
types.

Maximum Answers Selectable
Typically used in combination with the minimum answers required option mentioned previously, this
allows you to set a cap or limit on the total number of answers the respondent may select or order.

Open Text Data Type
For open text question types, the data type can be forced to be in a particular format. Each different
option in the dropdown menu may also have additional settings related to that specific data type.
Basic Validation
There are six possible data type settings:
- Normal / Open Text, which has no restrictions on the data.

- - (optional) Force Title Case, which requires the first letter of a sentence to be capitalized.
- Number, which requires the answer have only numeric characters.
- - (optional) Force Whole Number, which removes any decimals and ensures the value is an integer.
- Percent, which requires the answer end in a percentage sign (%) and will automatically place one at
the end if it is not present.
- - (optional) Force Whole Number
- Currency, which requires the answer start with a dollar sign ($) and will automatically place one at the
beginning if it is not present.
- - (optional) Force Whole Number
- Email, which validates an email address for proper formatting and by MX record.
- Date, which allows any valid date format, including MM/DD/YYYY, MM-DD-YYYY, etc.

Advanced Validation - Regular Expressions
Advanced Validation is available for all open answer question types, excluding the table of textboxes
and continuous sum question type. It provides some default forms of advanced validation, selectable
from a dropdown menu, as well as a manual entry area that can be used to create your own advanced
validation rule. Validation rules are based upon regular expression syntax.
Commonly Used Patterns
Advanced Validation
To learn more about how to write your own RegEx Pattern, view the intro section (web link) of this
tutorial online. To quickly test regular expressions outside of SurveyGizmo, use this regular expression
tester (web link).

Sample Pattern
^\d{1,4|}$ will match any number that is one to four digits in length.

Question Settings - Advanced

Introduction - Advanced
This section will cover the advanced settings that are available with every question type.
Advanced
(1) Disable Question: The question will not visible to the respondent but is not deleted and removed
from the project completely and thus it is still available in reporting.
(2) Short Name / Alias: Assign a "nickname" for your question to use in your reports in lieu of the
original (and possibly longer) question title. Also used as part of the variable name for SPSS exporting.
(See SPSS exporting)
(3) Question Randomizer options are only used when question randomization is set for the page
which contains this question. Each option effects the default behavior of question randomization to
benefit the display of the particular question. (See question randomization)

Conversion & Default Value
Convert Question Type & Default Text
(1) Convert Question Type is available for every question type except the Custom Group, Contact
Group, and Custom Table question types. It is also only available before data collection has occurred.
The question can be converted to a similar question type, such as changing a radio button question to
a dropdown menu.
(2) Default Text is available in most question types and allows you to specify what answer will be used
when the question is first loaded. For multiple-select questions such as the checkbox question type, the
default text can contain multiple values, separated by commas.

Auto-Complete
Auto-Complete can suggest possible answers to an open-answer question as they begin to type into
the field. This allows you to suggest answers to the respondent, rather than force a response through a
single-select question, such as a radio button.
Each suggestion should be entered on its own line within the essay box.

Randomization
Randomize Answers
The order of the Answers can be randomly displayed to the respondent when viewing the question
within the survey.
Randomization in Tables
Within table question types, the order of the rows (questions) as well as the columns (answers) can be
randomized when the respondent loads the question within the survey.

Table Summary
The overview provided by the summary attribute is particularly helpful to users of non-visual browsers.
Use this to describe the purpose and/or structure of the table.
Table Summary
This overview is provided by the summary attribute in HTML and is particularly helpful to users of
non-visual browsers (e.g. JAWS screen reader). The text will not be visible to the survey taker. Use this
to describe the purpose and/or structure of the table.

Question Settings - Show When

Introduction - Show When
This section will cover the show when settings that are available with every question type.
Show When
The Logic Builder can be used to create a rule to Show This Question When (1) the rule is true. The
question can also be temporarily hidden (2) in combination with show/hide triggers. The Hide all setting
(3) is a shortcut to manually setting each individual question later in the page as hidden by default. It
should be reserved for simple question types. (See logic builder and show/hide triggers)

Hide All Later Questions
This feature allows you to quickly hide all questions on the same page that are below the question that
has this feature enabled. It is a shortcut to setting "Hide by default" on each subsequent question. (See
show/hide triggers)

Hide After Answering
Hide After Answering will remove the question from the respondent's view as soon as an answer is
selected. This feature is available only in the Radio Button or Likert Scale question type.
In quizzes, this feature can be used to lock-in the respondent's first choice. Using this feature in
combination with show/hide triggers allows immediate feedback on correct or incorrect answers while
disallowing the respondent from changing their answer. (See show/hide triggers)

Question Settings - Piping

Introduction - Piping
Piping offers the ability to set whether the question, Answers within the question, or table elements
(rows and columns) are added based on answers to previous questions in the survey. (See piping)
Simple Question Types
For non-table question types that support piping, you have the ability to repeat the question for each
time it is piped or to add additional Answers for each piped value. (See piping)
Table Question Types
Table questions offer the ability to pipe Answers from previous questions into the columns and/or the
rows of the table. (See piping)

Pipe from URL Token
Piping from a URL token is piping from the query string. When passing values through the survey's
URL via a query string, you can specify the variable/token name that contains the semicolon separated
values to be piped. (See piping)
An example of a query string that can be used in Pipe From a URL Token:
?token=value+1;value+2;

Add-As-Needed
Add-As-Needed is available for a Custom Group and Contact Group question type, and allows the
block of questions contained within the group to be repeated in bulk.
Sample Add-As-Needed
Enabling Add-As-Needed
(1) To display the Add-As-Needed options, you need to enable the feature.
(2) If this option is unchecked, an empty question group will not be displayed until the Add Another
button is clicked by the respondent.
(3) The text that is displayed within the button that adds a new group.
(4) (optional) The total number of Add-As-Needed groups can be restricted to a specific number by
entering it under Max Repetitions.
(5) When the maximum number of repetitions (4) is reached, this message is displayed to the
respondent.

Action Types

Action Type Descriptions
Some actions are not available on the first page of the project and are marked with an asterisk (*)
below if they are NOT available on page one. Not all actions are available with all account levels and
the full breakdown is available on our Features (web link) page.
Result Chart * - Provide a quick graphical chart of results across all respondents to a single question in
the project.
Hidden Value - Hidden values can record information while the survey is running so you can assign
random tracking numbers to customers, track time spent on surveys, discern which questions users are
asked by trait, or create your own custom script to describe the value you are looking for.
Review * - Displays all the questions and answers given by the respondent so far in the project for
review purposes.
ReCaptcha - Integration with the popular anti-SPAM captcha tool to ensure the respondent is a real
person.
Custom Script - This feature allows you to do advanced programming to perform complex survey
interactions that are not already built into SurveyGizmo.
Quiz Score * - This feature allows the survey creator to give a survey respondent a score after they are
finished taking a quiz that tell them if they passed or failed. Another possible scoring is a Tally or
weighted answer scoring system.
Login/Password - This feature makes it so only survey takers that have been given a password are
able to take your survey. There are three types of password protection: a single password shared by
everyone, an individual, one-time use password that deactivates after use, and make your own
passwords.
Send Email * - This feature sends an email auto-responder to anyone when the page is loaded and
can include dynamic project content.
Percent Branch - Use branching as a great tool to compare surveys by simultaneously running two
different surveys (A/B.) Run them for as long as you need and then compare the two side by side in
reports to figure out which survey performs the best for you. This feature also allows you to have up to

10 branches, as well as specify the percentage of respondents that will follow each branch of your
survey.
URL Redirect * - This feature is used to redirect a user from the page in your project to a website of
your choice.
Page Logic - Jump a respondent to a specific page based on previous answers or use skip/jump logic
to redirect them to a website or disqualify the respondent.
HTTP Connect * - HTTP Connect allows you to communicate with external webpages via an HTTP
POST or HTTP GET standard. The action can send data through these methods and receive data
through a special display method, all without the respondent's knowledge or input.
SalesForce - Integration with SalesForce.com allows you to load SalesForce data into your project,
format a project URL to load a SalesForce record, take advantage of email invites, and create or
update SalesForce records with data in your project.
iModerate* - iModerate, an online qualitative research firm, and SurveyGizmo have developed a
seamless integration allowing you to include live, professionally moderated, one-on-one interview
sessions into your project.
Action Logic
The Logic Builder can be used to create a rule to Run an Action only When the rule is true (conditional
logic). (See logic builder)

Result Chart
The Results Chart action provides a reporting chat showing real-time results for a question. There is a
small delay in the results displayed in the Result Chart .
Result Chart in Question Editor
Creating a new Result Chart action should include in the name some text that helps identify which
question is charted in this particular action.
Editing - Settings
Alter the name (1) for this particular Result Chart and decide whether that name should be visible (2). If
Disable Question is set to Yes (3), the action will not be visible to the respondent, but it is not deleted
and removed from the project completely. Finally, the Template CSS Hook (4) offers the ability to add
a CSS class to this action that can be used in Advanced Look & Feel adjustments. (See advanced CSS)

Editing - Chart Options
Select which simple question type from a previous page (1) that will be charted by the action, followed
by the type of chart (2) that will be displayed.

Hidden Value
Hidden values can record information while the survey is running so you can assign random tracking
numbers to customers, track time spent on surveys, discern which questions users are asked by trait,
or create your own custom script to describe the value you are looking for.
Creating a Hidden Value Action
Simply adding a name for your Hidden Value action is the only requirement when first creating the
action, and should represent something about the data that will be stored in the action. If the Hidden
Value will be pre-populated by a Login/Password action, ensure that it is on a page after the
Login/Password action. (See login/password)

Editing - Settings
Alter the name (1) for this particular Hidden Value and decide whether the action should be used (2).
The value (3) can be entered now or left back if it will be populated through some other method. The
value (3) can also be dynamically populated by a merge code (4). Finally, there are some special
values (5) that can be chosen to store unique information, including the Time spent on the Survey (in
seconds) by the respondent on all pages previous to the one containing the Hidden Value action, and A
randomly generated number (which offers the ability to set a minimum and maximum range for the
number, such as 0 to 100).

Review Response
The Review Response action displays all the questions and answers given by the respondent so far in
the project for review purposes.
Editing - Settings
Alter the name (1) for this particular action easily. If Disable Question is set to Yes (2), the action will
not be visible to the respondent, but it is not deleted and removed from the project completely. Finally,
the Template CSS Hook (3) offers the ability to add a CSS class to this action that can be used in
Advanced Look & Feel adjustments.

Captcha (Powered by ReCaptcha)
The Captcha action provides a textbox with words displayed that require the respondent to enter the
text correctly to continue. This is typically used to ensure that the respondent is a human, rather than a
computer.
Sample ReCaptcha
It is recommended to place the ReCaptcha on the first page of the project if you are placing this on a
public website and experiencing non-human responses or SPAM.
Editing - Settings
not be visible to the respondent, but it is not deleted and removed from the project completely. By
default, this action is not numbered (checked by default) (3) and will not alter the question numbering of
other elements in the project. Finally, the Template CSS Hook (4) offers the ability to add a CSS class
to this action that can be used in Advanced Look & Feel adjustments. (See advanced CSS)

Custom Script
Custom Scripting allows you to do advanced programming to perform complex survey interactions that
are not already built into SurveyGizmo.
Custom Script in Question Editor
Creating a new Custom Script action creates a simple element within the Question Editor.
Editing - Settings
Alter the name (1) for this particular Result Chart and decide whether than name should be visible (2). If
Disable Question is set to Yes (3), the action will not be activated, but it is not deleted and removed
from the project completely.
Full documentation for scripting is available in the Custom Scripting Tutorial (web link), including
sample code and a reference for common syntax.

Quiz Score
The Quiz Score action allows the survey creator to give a survey respondent a score after they are
finished taking a quiz that tell them if they passed or failed. Another possible scoring is a Tally or
weighted answer scoring system.
Editing - Settings
not be visible to the respondent, but it is not deleted and removed from the project completely. You can
switch between both types of Quiz Score actions:
Answer Key - Pass/Fail scoring with the results based upon the percentage of correct answers
Tally - The sum of points accumulated by the respondent based upon the number value assigned to
each answer in each question

Editing - Answer Key - Steps 1 & 2
Enter the score (1) that the respondent must receive (or higher) of correct answers to receive the
PASSING message. Any score lower than the passing score will give the respondent the FAILING
message. Valid question types from the project are displayed and correct answers can be selected (2).
The Quiz Tutorial (web link) has additional information for the differences for particular question types.
Editing - Answer Key - Step 3
Both the PASSING (1) and FAILING (2) messages support the special merge codes (3) as well as
normal merge codes (4). The messages can contain HTML or plain text. The last option to show the
correct answers (5) will include below your message the questions, correct answers, and respondent's

answer for any questions that were not answered correctly. (See merge codes)
Editing - Tally - Step 1
Each valid question type from the project is displayed and a number value can be assigned to each
individual answer, which will be tallied (sum) by the Quiz Score action. The Quiz Tutorial (web link) has
additional information for the differences for particular question types. Whole numbers as well as only
positive numbers are recommended.
Editing - Tally - Step 2
A total of 10 different score ranges are available. Each score range should contain ranges with the
lower value on the left and the higher value on the right (1). If the respondent's tally score is within that
range, the Quiz Score action will display the quiz response message (2) (text or HTML are both okay).

Login/Password
The Login/Password action makes it so only survey takers that have been given a password are able to
take your survey. There are three types of password protection: a single password shared by everyone,
an individual, one-time use password that deactivates after use, and make your own passwords.
Creating your own passwords allows you to prepopulate the survey with data.
Sample Login/Password
A tutorial video is available on the Login/Password action.
Editing - Settings
not be visible to the respondent, but it is not deleted and removed from the project completely. By
default, this action is not numbered (checked by default) (3) and will not alter the numbering of other
elements in the project. Finally, the Default Value (4) will display this value in the action when the page
is first loaded by the respondent.

Editing - Options and Error Message
While the password field (2) must be shown, you can optionally include a username field (1) as well.
The password text will be visible on the screen unless the option to Star out Password field (3) is
checked, ensuring nobody will see the password typed by the respondent by viewing their screen.
If response editing is enabled under Survey Settings, the option to force the user to enter the password
again (4) can be enabled to ensure that the edit link does not have the password that was originally
entered to be already present. Finally, if the respondent provides a password that is incorrect, a custom
message (5) can be setup.
Editing - Access Control - Single Password
A single password is required for any respondent to move to the next page of the project and is the
same for all respondents.

Editing - Access Control - Individual (one-time) Passwords
Each password created should be unique and may only be used once by respondents before it is no
longer valid. Passwords can be copied and pasted into the main password window (1) with one per line,
however SurveyGizmo can generate the passwords automatically using the Generate Random
Passwords (2) option, where you are prompted on the total number of passwords you wish to have
generated.

Editing - Access Control - Lookup Password (Part 1)
Passwords are provided via either copy and paste as comma separated values (1) or uploading a
spreadsheet (2). The password must be the first column of the spreadsheet and should include a
header column labeled as Password, even if the password is an email address. If Username is
included, it must be the second column. Additional data can be included with each row as separate
columns and be used for pre-population (Part 2 below). Finally, the Password field is an open textbox
by default, but can be converted to a dropdown menu (3) by entering some preset passwords (one per
line).

Editing - Access Control - Lookup Password (Part 2 - Pre-Populate)
The column headers from the Comma-Separated Values are shown under the Column section (1).
Data from the spreadsheet can be used to match up with questions in the project (2) to preset their
values based upon the spreadsheet. More information is available in the tutorial on pre-population.

Send Email - Email Auto-Responders
The Send Email action sends an email auto-responder to anyone when the page is loaded and can
include dynamic project content.
Editing - Settings
The name (1) for this particular action can be altered by editing the textbox. If Disable Question is set to
Yes (2), the action will not be triggered by the respondent, but it is not deleted or removed from the
project completely.
Editing - Your Email Message
(1) Recipient's Display Name (optional): The name to display as the recipient of the email.
(2) Recipient's Email Address: The email address that will receive the email (may contain a merge
code).

(3) Helpers (described below) assist you in getting the display name and email address from Account
Settings or the project's questions, for dynamically sending the email to the respondent.
(4) Sender's Display Name (optional): The name to display as the from to the recipient of the email.
(5) Sender's Email Address: The email address that will be displayed as the from address as well as
the Reply To unless that is provided separately in the Advanced Options section.
(6) The email subject visible to the recipient of the email.
(7) The main body of the email can switch between a Text and HTML version as well as use project
content inside the body of the email using the Merge Helper (8).
Tip: The from and to email addresses should not be exactly the same, otherwise the deliverability of the
email is greatly reduced.
Editing - Helper (An Address Collected on the Survey)
The new window that appears when you click on the Helper will allow you to select questions within the
project that contain the information required, such as a Contact Group question. (See contact group)

Editing - Merge Helper
The Merge Helper allows you to include in the body of your email response data provided by the
respondent during this project response. It will insert a merge code at the cursor. The special option
[Merge All Questions] will include all the question titles as well as the merge codes for the entire
project. (See merge codes)

Editing - Advanced Options (optional)
(1) Include any email addresses (comma separated, 5 max) that should receive a copy of the email but
will be a blind copy (their email address will not be shown to the to recipient).
(2) If a File Upload question is included in your project and is on a previous page of the project to the
Send Email action, the uploaded files can be send along with the email (Note: Large files will generate
a link in the email rather than an attached file). (See file upload)
(3) You can specify a different name and email address than the from address if you wish any replies
to this email to be sent elsewhere.
(4) The email can be delayed to either a specific time or a relative time, such as 24 hours later, written:
+24 hours.
(5) Provide an unsubscribe box to allow the recipient to opt-out of communications from your account.
Default and recommended setting is No.
(6) If you prefer to send the emails through your own SMTP server (insecure connection), credentials
can be provided.

Percent Branch - A/B Split Testing
Percent Branch allows you to perform A/B Split Testing and is available for Pro, Enterprise, and
Dedicated accounts. It provides the ability to assign a percentage of individuals in a branch to see a
specific set of questions that differs from another branch's set of questions.
Example: The survey contains a single page with 2 questions that ask the same thing, but phrased
slightly differently. The branching is setup to give each branch 50%: Group A would see question 1
while Group B would only see question 2; a coin flip chance.
Percent Branch Overview
Percent Branch (tutorial) can have up to 10 branches (A-J) available (1). At the bottom of the list of
branches is the Total percentage allocated across all the branches. Selecting any branch on the left
allows you to edit that branch, including the branch name (2) and percentage for that branch (3). It also
allows you to effect the questions in the survey using the three attributes (4): Hide, Show, and Require.
If you were to setup a 3 branch split of 33% per split, that means that 1% of the time they would not be
matched to a particular split. In this case, they are assigned to the A branch. Thus, if you setup 3
branches each with a 10% chance (30% total), that would mean that branch B and C would have a
10% chance, but branch A would have an 80% chance (10% + 70% unassigned).
SurveyGizmo offers the ability to collect multiple responses at anytime. Thus, Percent Branch
assignment is randomly assigned each time, just like a coin flip: you may have 56 heads and 44 tails
over 100 flips. The percentages would increase in accuracy over a larger sample of responses (1000
responses would be a closer distribution than 10 responses).

URL Redirect - Redirect Browser
This feature is used to redirect a user from the page in your project to a website of your choice.
Editing - Settings
You can easily alter the name (1) for this particular URL Redirect. If Disable Question is set to Yes (2),
the action will not be triggered by the respondent, but it is not deleted and removed from the project
completely. You can redirect to an insecure (HTTP) or secure (HTTPS) URL (3) and enter the
complete url (4).
Editing - Fields To Pass (optional)
While optional, if you wish to pass data collected in your project with the redirect (send as a query string
variable), you can choose what to send in the Fields To Pass section (1). If choosing an element from
the project, you will need to select it from the dropdown menu (2) and click Add Field (3). This adds it to
the list, allowing you to specify which variable name will be used (required) and, if desired, what the
default value will be if the element does not contain any value (4).
Example: http://www.surveygizmo.com/?age=0&gender=male

Page Logic
Page logic allows you to Jump a respondent to a specific page, redirect them to a website, or disqualify
a respondent based on answers on that page or previous pages. The logic is evaluated when the user
navigates to the next page from the page that contains the page logic rule(s).
Adding Page Logic - Add Logic Button
Page Logic can be added in two ways. The first method is to use the Add Logic button in the bottom left
of any individual page.
Adding Page Logic - Add Action Button
Page Logic can also be added via the Add Action button in the bottom right of any individual page, then
choosing the Page Logic radio button option.

Editing - Settings and Logic Conditions
Using a descriptive title will help you identify why this logic was created. The Logic Conditions section
uses the Logic Builder to specify the rule(s) that must be true for the Logic Action to be triggered. (See
logic builder)
Editing - Logic Actions
Logic Actions allow you to specify what will happen if the Logic Conditions are met (true):
(1) Jump the respondent to a particular page of the project when they click Next Page.
(2) Redirect to an external website by specifying a URL.
(3) Flag Response Complete: Used in combination with a redirect if they have not completed filling out
their response but you do not wish them to continue further nor be marked as a Partial response.
(4) If a respondent is disqualified, a custom message will be displayed when they click Next Page and
the response will be marked as Disqualified.

Page Logic Displayed in Question Editor
Page Logic is placed on the bottom of the page, with subsequent Page Logic actions stacked
underneath one another if multiple Page Logic actions exist.

HTTP Connect - HTTP POST/GET
HTTP Connect allows you to communicate with external webpages via an HTTP POST or HTTP GET
standard. The action can send data through these methods and receive data through a special display
method, all without the respondent's knowledge or input.
Add HTTP Connect Action
The action can be added to any page of the project, except the first page. Selecting Add Action will
present the Choose an Action Type dialogue.

HTTP Connect Settings
The connection can be sent through normal http or through a secure https URL (1). The key is choosing
what content will be sent in the HTTP Connect, specified in the Fields To Post section (2). If choosing
an element from the project, you will need to select it from the dropdown menu and click Add Field (3).
This adds it to the list, allowing you to specify which variable name will be used (required) and, if
desired, what the default value will be if the element does not contain any value.

Advanced Settings
The default method (1) is via HTTP POST as it supports larger amounts of data to be transmitted. The
HTTP GET method is also available if the API or webpage requires the data via this method. The HTTP
Connect occurs when the page is displayed by Default (2), though it can be triggered when they click
'Next Page' or 'Submit'. Finally, you can decide if anything will be done with the results of the webpage
(3). By default, Nothing will be displayed, however you can choose to Display the basic HTML page or
use it for pre-population.
Prepopulate Elements with HTTP Connect Results
This special method requires the webpage to display a query string directly as the output of the page (
e.g. userid=12345&fname=Bob). This is interpreted by SurveyGizmo and can be used to prepopulate
elements in the project by choosing the element, clicking Add Field, and specifying the variable name
as defined in the webpage's displayed output.

Piping
Piping will repeat the HTTP Connect for each element provided in a multi-select or list question type.

ExactTarget
The ExactTarget action allows you to pull in data from your ExactTarget account or by pushing new
data to your account with data collected in the project.
Creating a New ExactTaget Action
(1) ExactTarget Pull - Retrieve information from an ExactTarget account based on their email address.
(2) ExactTarget Push - Send data to ExactTarget based on answered collected inside the project.
ExactTarget Pull - Settings & Get ExactTarget Subscriber (by Email)
Alter the name (1) of your ExactTarget action to be descriptive of what the action is designed to do
within the project. If Disable Question is set to Yes (2), the action will not be triggered by the
respondent, but it is not deleted and removed from the project completely.

It is required to set the Get ExactTarget Subscriber (3) section for the action to function properly. From
the dropdown menu, select either the question from the project that contains the respondent's email
address or the URL Variable option. If you select the URL Variable, you must add the name of the
variable that contains the email address into the open text field.
ExactTarget Pull - Select Fields to Populate
Each item related to your ExactTarget subscriber account is listed on the left column as Attributes (1).
You can prepopulate questions and Hidden Value actions within the project by selecting the project
element from the dropdown menu (2).
ExactTarget Push - Settings & ExactTarget Subscribe/Email Trigger
Alter the name (1) of your ExactTarget action to be descriptive of what the action is designed to do

It is required to set the ExactTarget Subscribe/Email Trigger by selecting from the dropdown menu
which question or Hidden Value in the project contains the subscriber's email address (3). Secondarily,
you must also select which list (4) to use from your ExactTarget account.
ExactTarget Push - Populate the Subscriber's Profile
Optionally, data from the project can be included in the ExactTarget subscriber's profile by matching
questions or hidden values from the dropdown menu (1) for each of the ExactTarget Attribute fields (2).
For clarification, SurveyGizmo also displays the type (3) of field and if there is a default value (4) within
ExactTarget for that field.

SalesForce
Integration with SalesForce.com allows you to load SalesForce data into your project, format a project
URL to load a SalesForce record, take advantage of email invites, and create or update SalesForce
records with data in your project. SalesForce Integration Tutorial (web link) is available.
Enable SalesForce Integration
Under Account Settings > API you must configure your SalesForce username, password and security
token before the action can be used. (See API)
Editing - Settings
Alter the name (1) of your SalesForce action to be descriptive of what the action is designed to do

Editing - SalesForce Configuration
Any SalesForce object (1) including custom objects can be selected. Each action can do one of three
functions:
(2) Add a new record to the SalesForce object
(3) Alter or update an existing record (requires additional steps in SalesForce)
(4) Pre-populate the project with information stored within SalesForce (requires additional steps in
SalesForce)
Editing - Adding New Records - Fields Mapping
For each SalesForce Field you wish to update (2), you may choose a question from the SurveyGizmo
project (1) to use as the data to populate the SalesForce Field (2). If no SurveyGizmo question is
selected, such as when sending over a set value, you can set the default value (3) for each row. Default
Value is optional.

Editing - Updating Existing Records - SalesForce Integration Action
Using the SalesForce integration tutorial (web link), configure the SalesForce query to access the
proper data from SalesForce. The object selected previously will automatically be included as part of
the query after from.
Editing - Updating Existing Records - Fields Mapping
For each SalesForce Field you wish to update (2), you may choose a question from the SurveyGizmo
project (1) to use as the data to populate the SalesForce Field (2). If no SurveyGizmo question is
selected, such as when sending over a set value, you can set the default value (3) for each row. Default
Value is optional.

Editing - Populating the Survey - SalesForce Integration Action
Using the SalesForce integration tutorial (web link), configure the SalesForce query to access the
proper data from SalesForce. The object selected previously will automatically be included as part of
the query after from.
Editing - Populating the Survey - Fields Mapping
For each SalesForce Field you wish to access (1), you may choose a question from the SurveyGizmo
project (2) to populate with the data from the SalesForce Field (1). If no data may be present in the
SalesForce Field, you can set the default value (3) for each row. Default Value is optional and is only
used when no SalesForce Field data is present.

iModerate
iModerate, an online qualitative research firm, and SurveyGizmo have developed a seamless
integration allowing you to include live, professionally moderated, one-on-one interview sessions into
your project. The first step is to use the iModerate sign-up form (web link).
Editing - Settings
not be triggered by the respondent, but it is not deleted and removed from the project completely.
Finally, the Template CSS Hook (3) offers the ability to add a CSS class to this action that can be used
in Advanced Look & Feel adjustments. (See advanced look & feel)

Editing - iModerate Question Setup
The JISN Number (1) is provided by iModerate after you fill out the iModerate sign-up form (web link).
The Notes (2) section is no longer used. The iModerate action should be placed at the end of the
survey after the page with your initial questions, and which question data will be shared with your
iModerate moderator by checking the appropriate questions (3).

Descriptive Text and Images

Text / Instructions
Text / Instructions offer an element in your project that can include any HTML, plain text, or secondary
information that does not require user response or interaction.
Adding New Text Instructions
The Add Text/Image button is in the bottom right of every page of the project.
Add Non-question Stuff...
Creating a new text /instructions requires selection of the option (1) and adding in any text or HTML in
the main area (2).

Editing - Basics
The basic text can be altered, however a few additional options are available.
(1) Load Text Editor: Loads a WYSIWYG editor for styling your question title with HTML Links, Bold,
Italics, etc. without any knowledge of HTML.
(2) Merge codes can be added to the question title to display answers to previous questions within the
title of the current question. (See merge codes)
Editing - Formatting
The Template CSS Hook offers the ability to add a CSS class to this question that can be used in
Advanced Look & Feel adjustments. (See advanced look & feel)

Editing - Advanced
(1) Convert Question Type: Allows you to change the text/instructions to a question type (selected
from the dropdown menu).
(2) Disable Question: The element will not visible to the respondent but is not deleted and removed
which contains this element. Each option effects the default behaviour of question randomization to
benefit the display of this text/instructions element. (See question randomization)
Editing - Show When
question can also be temporarily hidden (2) in combination with show/hide triggers. (See logic builder
and show/hide triggers)

Editing - Piping
The text/instructions can be setup to be question piped from a question on a previous page using the
dropdown menu option provided. (See question piping)

Media (Images)
Text / Instructions allows you to insert an image directly into your page that is not interactive, but rather
informational.
Adding New Image
The Add Text/Image button is in the bottom right of every page of the project.

Add Non-question Stuff...
Creating a new image requires selection of the option (1), adding any caption text (2), and selecting the
image from your image library (3). (See image library)

Editing - Basics
(1) Change File: Allows you to change the image by selecting a different image from your library.
(2) The Image Caption text can be altered (3) (only necessary if it is visible).
(3) By default, the image caption is visible, but this option can be unchecked to remove the caption.
(4) (optional) The image can become a hyperlink by adding the full URL that the user will be linked to
upon clicking the image.

Editing - Formatting
The Template CSS Hook (1) offers the ability to add a CSS class to this question that can be used in
Advanced Look & Feel adjustments. You can also force the image to be a particular size (2) that may
differ from the original image size (the respondent's web browser will resize this image based on these
numbers). Finally, the image can be aligned (3) to the left, right, center, or have no force alignment.
(See advanced look & feel)
Editing - Advanced
(1) Convert Question Type: Allows you to change the image to a question type (selected from the
dropdown menu).
(2) Disable Question: The element will not visible to the respondent but is not deleted and removed
which contains this element. Each option effects the default behaviour of question randomization to
benefit the display of this image. (See question randomization)

Editing - Show When
question can also be temporarily hidden (2) in combination with show/hide triggers. (See logic builder
and show/hide triggers)

Look & Feel

Themes
A theme represents a general look and style for the pages of your project. Every project has a base
theme that can be selected, switched, and even altered to match your branding. Each theme is
designed to be a unique general look for your project.
A video tutorial is available for customizing your theme.
Themes Overview
The main Look & Feel page presents you with the Themes tab (1). The current theme (2) for your
project is displayed at the very top. To change the project's theme, you can select from the
SurveyGizmo provided themes (4) or a custom theme (3) that has been built in your account in the
Theme Library.

Selecting a New Standard Theme
Hovering over any individual Standard Theme provides two additional icons: A checkmark (1) to select
this theme and a magnifying glass (2) to preview this theme on your survey without applying it.
Clicking on the small screenshot will also select and apply this new theme.

Preview Theme
When you choose to preview your project in a theme, a dropdown menu becomes available at the top
with the current theme and the option to change the theme preview to a different theme. From this
tab/window, you cannot apply your theme; that is still done within Look & Feel.

Customize Your Theme
Each theme offers different customization options under the Customize tab. Your organization's theme
designer (or our professional services team) will control which items can be edited in a custom theme.
Customize Overview
The Customize tab allows you to apply changes to this specific project based upon your current theme.
There is a large preview window (1) that gives you an estimation of the changes made in the Theme
Settings area (2).

Customize - Theme Settings
(1) Change the base font and size for your project.
(2) Adjust the width of the center content area to ensure your survey questions fit well within the theme.
(3) Choose a logo for the top of your project from your File Library. (See file library)
(4) Decide whether specific project elements will be visible, including account level specific items such
as the "Powered by SurveyGizmo" footer.
(5) Clicking within any of the color code boxes opens a color picker to select a new color for your
theme. If you know the hexadecimal code for your preferred, that can be entered directly.
Make sure you Save Changes to save all your settings before they will be visible within Preview! (See
preview)

Advanced (Customized CSS & HTML)
The Advanced tab allows users familiar with CSS to apply specific CSS styles to the project.
Advanced... Tab
By default, the Advanced tab is set to None (1) with no CSS box (4) visible. However, applying
additional CSS code can be done through two methods:
(2) Append: Add additional styles through CSS code (4), allowing you to use the main Theme styles as
well as any changes in Customize.
(3) Replace: (Not Recommended) Use only the user provided CSS and HTML (4), disabling the
Customize tab. (See customize)

Publishing and Sharing

General Overview of Publishing
The Publish tab offers test data generation and multiple methods for distributing your project to your
respondents. A newly created project is in Design mode until it becomes Launched.
Publish - In-Design
(1) Preview what your respondents will see when they view your project. (See preview)
(2) Diagnostics offer an analysis of your project content from overall completion time as well as screen
reader accessibility.
(3) Access the Look & Feel of your project to change or alter the theme. (See look & feel)
(4) Generate test data automatically, which is beneficial for testing reporting before data collection.
(See test data generator)
(5) Share a test link with evaluators, which is beneficial for receiving feedback without collecting data.
(See test links)
(6) Launch the project so it can be shared with your respondents through various links or campaigns.
(7) Download a copy of your project as a simple Word document.

Publish - Launched
All the previous design checklist items (1) are available at the top of the Publish tab of a Launched
project. Selecting any of the Link or Campaign items (2) will create a new method for sharing your
project with others, including:
- Web Link
- Twitter Post
- Facebook Post
- Embed via JavaScript, Static HTML, or iFrame
- MailChimp Campaign (3rd party integration)
- Email Campaign
- Website Pop-Up and Pop-Under (web link)
- Matrix 2D Code - A QRCode that represents a link to your survey, perfect for print or mobile
distribution
Any existing links or newly created links are listed under Existing Links & Campaigns (3). SurveyGizmo
supports multiple Campaigns. (See web link)

Existing Links & Campaigns
Most campaigns will offer a URL for that campaign (1) which can be clicked on once to highlight (easy
copy and paste). The icons on the right allow you to edit (2), copy (3), and delete (4) that row's
link/campaign.

Preview
The Preview window allows the user to test the project as the respondent would without collecting any
data. This includes testing logic, overall look & feel, and user experience.
Preview Overview
The preview window represents your project contents. It is accessible from within the application in the
top-right of any tab or from the checklist link on the Publish tab. In the top-right of the Preview window
is the Preview Navigation (1). (See publish)
Preview Navigation
The Preview Navigation Bar allows you to jump to a particular page within the project. For example,
preview is useful to test the logic that was just created on page 5 without completing all the information
on pages 1-4.

Survey Diagnostics Tool
The Diagnostic wizard gives real-time feedback based upon the project's contents to provide some
quick analysis on the experience of your respondent.
Diagnostic Wizard
(1) Estimated Length: The approximate amount of time it will take the respondent to complete the
project.
(2) Complexity: Based on the types of questions in the survey, with possible results: Simple, Ok,
Complex, and Rocket Science.
(3) Fatigue Score: Based on the total number of questions and questions per page, with possible
results: Perfect, Ok, Poor, Bad.
(4) Accessibility: How accessible the project content is to visually impaired respondents using a
screen reader to complete your project.
(5) Tests: If any secondary information is necessary or warnings, they are displayed in this area (most
commonly used for accessibility concerns).

Test Links and Test Data
Test Links allow you to share your project with others without collecting data. Generate Test Data
allows you to populate your project with test data that will only last for 24 hours, but allows you to test
reporting and data collection prior to actually releasing the project to your respondents.
Test Links
These emailed links allow you and your team to preview your project as it appears and behaves live.
Unlike the Web Links listed on the Publish tab, the test links will not collect data and the link expires
after 24 hours. Each tester's email address (1) should be provided on a separate line with a maximum
of 5 email addresses. The body of the email can be customized by changing the message (2). Finally,
provide your email address (3) which will be the from and reply-to for the email they receive. (See web
links)

Generate Test Data
(1) How many responses should be generated.

(2) The Total setting will use the specified number (1) to generate data by completing the entire survey
the specified number of times. The option to do so for each branch of logic will generate data for each
possible page logic jump (reduce the number of responses when using this option).
(3) For Textbox, Number, Email, Percent, Date, and Essay question types, the system will attempt to
generate random data to ensure the data is being validated properly.
(4) If there is an HTTP Connect action, checking this option will attempt to activate these actions. (See
HTTP connect)
(5) After clicking Generate Data, this box will show you the progress of your test data generation.
Tips for the Automatic Data Generator
- The generator cannot create more than 1000 responses at a time, even if you have more branch
variations.
- The generator does not simulate file uploads.
- The generator will randomly select unrequired questions to be left blank.
- The generator follows all piping and page logic except page show-when rules.
- Will attempt to break your validation rules to test them.
- The generator will not attempt login actions, Salesforce, ExactTarget or send email actions.

Links & Campaigns

Web Link
The Web Link is the most common way to publish your survey, poll, or quiz. It provides a unique link
that can be posted to a website, sent in an email through your personal email program, or otherwise
shared with your audience. Multiple web links can be created for a single project.
Default Web Link
When your project is first launched, a Default Link is created automatically (2). Additional Web Links
can be created by selecting the Web Link button (1).
Existing Links & Campaigns
(1) Name of the Web Link.

(2) Quick access to the Web Link URL (left click to easily 'select all' so it can be copied).
(3) Number of completed responses collected through this specific Web Link.

(4) Status of the Web Link (Active or Closed).
(5) Date of Creation for the Web Link as well as the name on the User who created it.
(6) Edit: Edit the Web Link.
(7) Copy: Copy the Web Link.
(8) Delete: Delete or Remove the Web Link.
Web Link Editor
(1) Change the name of the Web Link (internal use only; It does not alter your survey for your
respondents).
(2) Active links can be used, while Closed links will display the Close Message (9) when used.
(3) Enterprise and Dedicated customers can switch to a Secure SSL encrypted link, which is

compatible with the sub-types (4): Default and Short URL.
(4) The Default and Short URL Sub-Types are compatible with all plan levels, while the Branded
Subdomain is for Pro and above customers. The Private Domain is a feature available for Enterprise
and Dedicated customers and gives the greatest amount of branding. (See domains)
(5) [optional] Set a quota or limit on the number of completed responses that may be collected with this
Web Link. Once the quota is met, the Close Message is displayed (9).
(6) [optional] These dates will effect the status (2) of the project and outside of the start and stop dates
and times, the Web Link will display the Close Message (9).
(7) [optional] Anyone using this Web Link will automatically have any URL Variables (web link) included
with their response without being visible to the respondent.
(8) The default Auto language will attempt to detect the language of the respondent's browser and
display the project in that language, if available. A specific language can be chosen and forced for this
Web Link by selecting it from the drop-down menu. (See text/translations)
Types of Web Links (Sub-Type)
Each sub-type offers a slightly different format. All of the options offer some level of personalization of
the link, with the Private Domain being the only one without SurveyGizmo branding in the URL.
Parts of the URL in bold represent items that can be altered on a per Web Link basis.
Default: http://www.surveygizmo.com/s3/320752/iPhone-Example
Branded Subdomain: http://acme.iPhone-Example.sgizmo.com/s3/
Short URL: http://sgiz.mobi/s3/67f264d87747
Private Domain: http://surveys.yourcompany.com/s3/iPhone-Example

Twitter Post
The Twitter Post integration allows you to quickly post your project link to your Twitter account by
providing SurveyGizmo with your Twitter credentials and posting directly from the SurveyGizmo Publish
page. (See publish)
Enable Twitter Integration
Under Account Settings > API Tab, scroll-down to the Twitter section. Check (1) to enable the
integration and enter in your Twitter username and password (2). (See account settings plugins)
Twitter Post Campaign
Under the Publish tab of a Launched project, click Twitter Post to start your new tweet. (See publish)

Configure the Twitter Post
Alter the Post a Tweet message to change the text that will be included in your tweet along with the
automatically appended project link. When you are all set, you can click Post Tweet Now! to send the
tweet to your Twitter account.
Tweet on Twitter - Successful
The successfully posted tweet will appear in your Twitter feed.

Facebook Post
The Facebook integration allows you to easily post your project to your Wall within Facebook. This
does not allow you to post to the Wall of Pages you control (limitation of Facebook). You can also share
your project with others if you wish.
Facebook Post on Launched Project
Click on the Facebook Post icon on the Publish page to create a new Facebook Post campaign. (See
publish)

Customizing your Facebook Post
Adjust the Message to reflect the text that will be posted to your wall along with the project link.
Login to Facebook
Login to your Facebook account (if necessary).

SurveyGizmo Facebook Application
If this is your first time using the Facebook Post integration, you need to Allow the SurveyGizmo
application to access your account. You will not see this screen if you already have the application
linked in Facebook.
Edit and Publish your Wall Post
Make any last minute changes and click Publish to post to your Wall the project link.

The Facebook Application
Within Facebook there is also a SurveyGizmo Application that allows you to access your SurveyGizmo
projects, share them with friends, post them to your wall, or even share them with anyone else who has
the SurveyGizmo Application installed! You can explore the SurveyGizmo Facebook Application (web
link) further on Facebook.com.

Embedding - JavaScript, Static HTML, & iFrame
To embed your project into another webpage there are 3 primary options: JavaScript, iFrame
(recommended), and Static HTML.
Multiple Embedding Options
Each embed method can be created by clicking on the preferred method under the Add a new Link or
Campaign area.

JavaScript Embed
The JavaScript embed method is the recommended method of embedding a project into a page.
However, if your project contains a File Upload question type, you must use one of the alternate embed
methods (iFrame or HTML). (See file upload)
(1) Change the name of the JavaScript Embed.

(2) Active embeds can be used, while Closed links will display the Close Message (8) when used.
(3) View Embed Code: Displays a new box that provides the embed code itself, which should be
copied and pasted into the webpage which will host the project.

embed. Once the quota is met, the Close Message is displayed (8).
(5) [optional] These dates will effect the Status (2) of the project. Outside of the Start and Stop dates
and times, the embed will display the Close Message (8).
(6) [optional] Anyone using this embed will automatically have any URL Variables (web link) included
embed by selecting it from the drop-down menu. (See text/translation)
iFrame Embed
The iFrame embed method is the recommended method if your project contains a File Upload question
type. Like JavaScript, this embed method supports multiple page projects embedded into a webpage.
(See file upload)

(1) Change the name of the iFrame Embed.
(2) Active embeds can be used, while Closed links will display the Close Message (8) when used.
(5) [optional] These dates will effect the Status (2) of the project and outside of the Start and Stop dates
To alter the height and width of the iFrame embed, increase or decrease the highlighted values in the
sample embed code below:
<iframe src="http://www.surveygizmo.com/s3/iframe/334177/0c357ac92055" frameborder="0" width="

700" height="500" style="overflow:hidden"></iframe>

Static HTML Embed
The Static HTML embed method stores the first page of the project directly on your webpage, allowing
the fastest performance. However, once submitting the page or moving to the next page of a multiple
page project, the respondent will be taken away from the webpage and brought to a SurveyGizmo
branded page for collecting further data.
(1) Change the name of the HTML Embed.

(2) Active embeds can be used, while Closed embeds will display the Close Message (8) when used.

Getting the Embed Code
The embed code is visible when editing any particular embed method, but it is also available by clicking
the embed code button from the main Publish page in the Existing Links & Campaigns section. A new
box appears with the embed code that can be copied and pasted to your webpage.
Be aware that dynamically passing URL Variables (web link) to the survey is not available with
this publishing method.

MailChimp Campaign
The MailChimp campaign allows you to distribute your project through your MailChimp.com account
(free or paid) using a one-click integration from SurveyGizmo to generate a new email campaign within
MailChimp (web link).
Enable MailChimp Integration
Under Account Settings > API Tab, scroll-down to the MailChimp section. Check (1) to enable the
integration and enter in your Mailchimp.com username and password (2). (See account settings plugins)
Create a new MailChimp Campaign
From the Publish tab of your Launched project, start a new MailChimp Campaign by selecting the box
under Add a new Link or Campaign. (See publish)

Editing your MailChimp Campaign
(1) Change the name of the MailChimp Campaign.

(2) Active links can be used, while Closed links will display the Close Message (10) when used.
(3) Enterprise and Dedicated customers can switch to a Secure SSL encrypted link.
(4) If you wish to keep the responses anonymous (default), leave the setting as Anonymous. However,
if you switch to Display MailChimp Subscriber Info, SurveyGizmo will automatically capture the email
address of the subscriber when they complete a response in the project and this data will be available

in reporting and exporting. (See reporting)
(5) Click the link to open a new window/tab in your browser to MailChimp.com, where you will be
prompted to login and create your new email campaign. Further information available in the MailChimp
Tutorial (web link).
MailChimp Campaign. Once the quota is met, the Close Message is displayed (10).
and times, the MailChimp Campaign will display the Close Message (10).
(8) [optional] Anyone using this MailChimp Campaign will automatically have any URL Variables (web
link) included with their response without being visible to the respondent.
MailChimp Campaign by selecting it from the drop-down menu. (See text/translations)

Email Campaign

Creating an Email Campaign
An email campaign allows you to send a unique link via email to your respondents that allows you to
not only customize the content of the email message, but also track respondent activity with the survey
through their unique email invitation.
Create a New Email Campaign
Under the Publish tab, make sure your project is published and you can select the Email Campaign
button to create a new Email Invitation Campaign.

Editing - Campaign Tab
The main Campaign tab offers different steps for creating your email campaign.
(1) Change the name of your campaign.
(2) Invitations, Reminders, and Thank You messages can be created, edited (6), previewed (7), or
deleted (8). (See reminders)
(3) Adding contacts to this particular Email Campaign and displaying the total number of contacts that
exist in this campaign. (See contacts)
(4) Send test invitations or send out any of your created messages to your contacts. (See test & send)
(5) A running record of the status of your messages through the Monitor Your Progress section. (See
monitor your progress)

Editing - Link Settings
The Link Settings determine what format and behavior the links sent through the Email Campaign will
have when they are created.

(1) Any current Email Campaign can be disabled by adjusting the status from Active to Closed.
(2) Higher plan levels offer the ability to use a normal and a secure (https encryption) survey link.
(3) A Default link is formatted for the .sgizmo.com domain, while the (4) Private Domain feature offers
private branding on your own web domain. (See domains)
Email Campaign. Once the quota is met, the Close Message is displayed (9).
and times, the Email Campaign will display the Close Message (9).
(7) [optional] Anyone using this Email Campaign will automatically have any URL Variables (web link)
included with their response without being visible to the respondent.
Email Campaign by selecting it from the drop-down menu. (See text/translations)
Editing - Save & Continue
By default, an Email Campaign has Save & Continue Off: Each time the link is clicked, a new response
is created. However, you can turn Save & Continue On: Each link will go to a single response, returning
the respondent to their response. If Save & Continue is On, your respondents should not forward their
invitation to others.
Accessing the Invitation Message
On the main Campaign tab, click on the invitation message itself or the pencil icon to edit the invitation
message.

Editing the Invitation Message
The main Edit Message tab offers all the options for altering the content of your Email Invitation
message.
(1) Edit the name that will be displayed as the FROM of the email.
(2) Edit the subject that will be visible to the respondent who receives the invitation email.
(3) Set the Reply-To address where respondents who reply to your invitation will be sending their
emails.
(4) Switch between the default Text only and the HTML and Text format for your email invitation.
(5) Merge Codes offer ways to dynamically include information from the contacts (such as first name)
within the body of the email. (See merge codes) Note: The first merge code, [invite("survey link")] is
included by default in the body; it is required that this merge code is present, because it generates the
unique link for that respondent
(6) The main body of the message can be altered with any message you prefer.
(7) To preview what the email may look like to your respondent, the preview link is available.

Invitation Sent History Tab
The Sent History tab will display a log of when and to how many respondents this particular Invitation
message was sent.

Adding Reminders
A Reminder message is sent to any respondents who match two criteria:

1) They have received all higher messages, such as the invitation or any reminders above the one
being sent.
2) Have not yet completed their response.
Create a New Reminder Message
Clicking on Set up a Reminder Message will create a new Reminder message in the chain.

Editing the Reminder Message
The main Edit Message tab offers all the options for altering the content of your Email Reminder
message. It functions exactly the same as the Invitation section. (See email campaign)

Setting up a Thank You Message
A Thank You message is sent to any respondents who match two criteria:
1) They have received all higher messages, such as the invitation or any reminders
2) Have completed their response
Create a New Thank You Message
Clicking on Set up a Thank You Message will create a new Thank You message in the chain.

Editing the Thank You Message
The main Edit Message tab offers all the options for altering the content of your Email Thank You
message. It functions exactly the same as the Invitation section. (See email campaign)

Adding Contacts
Contacts are recipients of your Email Campaign and can be added through 3 methods: One-by-one,
copy and paste in bulk, or upload of a CSV file (web link).
Step 3: Add Email Recipients
From the main Campaign tab, select Manage/Add Contacts to work with existing contacts or add new
contacts for this Email Campaign.
View Contacts Tab
Any existing contacts will be displayed with a few common attributes such as Email address, First
name, Last name, Custom1 field, Custom2 field, and Subscriber Status (Unsent, Sent, or Complete).
In the bottom-right you may adjust the number of contacts visible on a single page and if necessary,
navigate between pages.
Add/Import Tab
(1) Add a Single Contact by entering each field manually

(2) Copy and paste a list of contacts (one per line) into a bulk editor
(3) Import a CSV file (web link) or spreadsheet with your contacts and additional information related to
each email address

Add Single Contact - Global Fields
The first set of fields requires an email address, but all of the other fields are optional. From Email
through Website, these fields are related to this contact (via email address) and are linked across the
entire account (all projects and Email Campaigns). Thus, changing someone's last name in a contact

will be reflected in all campaigns for the account.
Add Single Contact - Campaign Specific Fields
All Invite Custom Fields are linked to this contact (email address) and are unique to this particular
Email Campaign, unlike the global fields mentioned previously. Thus, if you are attaching unique
information about a contact to this particular Email Campaign, you would use the Invite Custom Fields
for that information.

Paste from Spreadsheet
Each contact can be added in bulk or copied and pasted from a spreadsheet into the main window.
Each new line should be a new contact, and additional information about each contact should be
comma separated after the email address, such as:
support@sgizmo.com, Support, Team, SurveyGizmo

sales@sgizmo.com, Sales, Team, SurveyGizmo
Once items are added, clicking Map Fields in the bottom-right will allow you to match each column of
data with the appropriate field.
Import from CSV/Excel
From Excel or any spreadsheet program, you can export a CSV File (web link) to upload your contacts.
Your spreadsheet should have each contact on its own row and each column represents data related to
that contact. It is recommended that the first row in the CSV file be column headers, such as Email
Address, First Name, etc.
Click Upload File to start matching columns to contact fields.

Map Fields
Match each field (1) with the CSV's row headings in the dropdown menus (2).

Testing & Sending
Test & Send It allows you to send sample invitations to a recipient to test the format and look of your
email invitation. The Send Options section is where you send the real Invitations, Reminders, and
Thank You messages.
Step 4: Test & Send It
(1) Open the dialogue box for sending a Test Invitation to a specific email address.
(2) Opens the Send dialogue box where you decide which messages should now be sent/delivered.

Test Invitation
The email address that will receive the test invitation (1) should be provided and does not have to be an
existing contact. If it is an existing contact, only sample data (2) will be used rather than the contact's
related fields. Clicking Send Test (3) will send the test email invitation immediately. Note: Recipients of
test invitations will have a valid survey link, however any data collected from a test invitation will be
marked as test data, which expires in 24 hours after collection.

Send Email Campaign Messages
By checking the appropriate row's checkbox (1), that message, described by the type (2) of message
and the subject line (3), will be sent to the number of eligible contacts (4) when you click Send Selected
Messages (5).
As a reminder, the # of Pending Contacts (4) represents the total number of contacts that have not
received that message previously and have already received any previous messages created
previously.

Monitoring Progress
There are two main methods of monitoring the progress of your Email Campaign: The status of the
messages themselves and the status of specific contacts.
Step 5: Monitor Your Progress
The Status Log (1) displays information regarding the status or progress of individual contacts in this
Email Campaign, while Step 5 (2) displays the progress and history of messages (invitations,
reminders, and thank you) within this Email Campaign.
Message Progress
(1) The message type and number (reminders only).

(2) The message email's subject line.
(3) The number of contacts eligible to receive the message.
(4) The number of contacts who have received the message already.
(5) The last date which the message was sent to any eligible contacts.
(6) The number of respondents who have completed their response from the contacts who have
received an invitation.
(7) A total of all messages sent through this Email Campaign across all messages.

Status Log - Contact Progress
The Status Log provides information about each contact. If the list is small enough, a quick table is
displayed with their email address (1); Status (2) of Unsent invitation, Sent invitation, or Complete
response; and their combine first and last Name (3). Alternatively, the list and full information about the
contacts is available as a download to a CSV (comma separated value) file (4).

Getting Results

Introduction to Reporting
The Reports tab offers the ability to look at individual response data for your project or use the built in
custom reports and exports to analyze your data further.
Reports Overview
The default sub-tab for Reports is the Your Reports section. There are three main sections:
(1) A quick view of the data, including charting, of simple question types in your project.
(2) Test tools allows you to quickly send email test links or generate test data automatically. (See test
data)
(3) Any previously created reports or exports are saved and displayed for easy viewing or editing,
including links to create new reports/exports or manage existing reports.

Report and Export Types
There are multiple report types, including:

Summary Report - Averages, Sums, and analysis based on compiled results.
Cross Tab Report - (Advanced) Compare answers from particular questions against other questions for
correlation analysis.
Fall-Off Report - Analyze respondent behavior for pages within the project where the respondent leaves
a partial response.
Profile Report - Compare an individual response against the compiled results of other respondents.
There are also multiple Export types, including:

CSV/Excel (Quick) - Automatically includes all questions except for piped questions. Only includes
questions and answers which were answered.
CSV / Excel (Advanced) - Customizable export that includes all questions and answers regardless of
whether they were answered by any respondent. Allows for reordering and filtering.
Piped Data - A specially formatted export for data that has been piped. (See piping)
SPSS Export - A special export formatted for easy use with IBM® SPSS® Statistics software package.
Download Files - If the project contained a File Upload question type, this will download all files from
every response in a single download.

Creating & Managing Reports
Your Saved Reports & Exports
Any reports that have been created previously are saved automatically to easily review your results
without creating a new report.
(1) The name of the report or export, which can also be clicked to view or edit the report or export.
(2) If the report or export is scheduled to be delivered on a recurring basis, the schedule is displayed.
(3) What user account created this particular saved report or export.
(4) Edit the report or export.
(5) Copy the report or export and edit the new copy.
(6) Delete this report or export.
If you hover your mouse over a particular row, a tip will display with the date the report or export was
created.

Summary Report

Summary Report Interface
The Summary Report offers aggrigate statistics and graphs for a survey or quiz. The Summary Report
is the most common report used by SurveyGizmo users.
Create a New Summary Report
Creating a new Summary report under Reports > Create and Manage Reports will prompt you to enter
a title (1) for the new report and provide the option to change what elements are included in regards to
essay, textbox, "other", and other open-ended questions. The default behavior is to not include
open-answer question elements (2), however you may also choose to include them by switching the
radio button to Yes (3). (See create and manage reports)
Note: When naming your report, if you intend to filter the report to view only a subsection of results,
make sure to include a note within the title to help distinguish the report. (See filtering)

Summary Report Tabs
There are six main tabs for working with your Summary Report:
(1) Report Runs - Access the current results of your report as well as any previous iterations of the
report, based upon the report elements and filters chosen.
(2) Edit - Change which report items (questions, actions, misc.) will be contained in the Summary
Report. (See report editing)
(3) Filter - Change which responses will be included within the Summary Report; Based upon specific
Answers, Campaigns, and more. (See report filtering)
(4) Style - Change the Look & Feel of your Report, including branding. (See report styling)
(5) Settings - Change secondary settings for this report, such as which statistics will be displayed. (See
reporting settings)
(6) Publish / Share - Enable sharing to non-SurveyGizmo account holders or automatic email delivery
of the Summary Report. (See report sharing)
There are also options, depending on plan level, to Export (7) the report to alternate formats (such as
PDF), or Print (8) the report.

Report Runs
When viewing the report, the results are displayed as of the last time the report was run. This view
incorporates all Style settings, branding, and report elements setup under the Edit tab. (See report
editing)

Edit your Summary Report
The Edit tab can change which report items (questions, actions, misc.) will be contained in the
Summary Report.
Edit Tab - Report Item
Each item included in your report is shown as a row. Each row allows you to change that element
through:
(1) Add only a single item, such as a question, action, or custom headlines and text.
(2) Add all questions from the project to the report.
(3) Reorder any element by clicking on the double arrow icon and dragging and dropping the element to
a new location.
(4) Edit any individual element using the pencil icon.
(5) Copy an item (duplicate it).
(6) Permanently remove a report element by clicking on the X icon.

Edit Tab - Checkbox for Multiple Element Changes
All of the report elements have a checkbox to the very left of the element, allowing you to select
multiple elements either directly by checking their box, or using the selector helper (1) to select all
elements that match the provided criteria. Once you have selected the elements, selecting the action (2)
to do with each of those selected elements can be done from the drop-down menu. Click "Go" to make
the changes you selected.
Note: Disabled items are present in the Edit tab but will not be visible in the report.

Types of Report Items
When adding a new report item, there are multiple types of items that can be added, including display
types for specific question types as well as descriptive items that are not based on items contained in
the project.
Report Item Display Types
Report Item - Text
The Text item allows you to use any plain text or HTML to add additional descriptive information to your
report, such as an explanation of particular results.

Reporting Item - Headline
A Headline item is plain text that can be included to label a section or are of the report by placing a
headline that will be displayed larger than a Text item.

Report Item - Pie Chart
The Pie Chart shows a summary of data and a graphical pie chart to display the results to a particular
question in the project. Once a Source Question/Data (1) is selected, the Headline (2) is automatically
populated with the question's title. However, the Headline can be adjusted for clarity. The Text (3)
section allows you to add an additional description for your Pie Chart.
The Answer Titles checkbox (4), if checked, will display the Answer's title rather than the reporting
value (default, unchecked).
Note: The Source Question can be a simple question type such as a radio button question, or a row in
a table.

Report Item - Vertical Bar Graph
The Vertical Bar Graph shows a summary of data and a graphical bar chart to display the results to a
particular question in the project. Once a Source Question/Data (1) is selected, the Headline (2) is
automatically populated with the question's title. However, the Headline can be adjusted for clarity. The
Text (3) section allows you to add an additional description for your Vertical Bar Graph.
Finally, the Order By options (5) change the order, from left to right, that the answers to the Source
Question will be displayed.
Note: The Source Question can be a simple question type such as a checkbox question, or a row in a
table.

Report Item - Appendix
The Appendix shows a raw listing of individual answers and is commonly used to see the raw answers
in an open-text question type, such as a Textbox or Essay question. Once a Source Question/Data (1)
is selected, the Headline (2) is automatically populated with the question's title. However, the Headline
can be adjusted for clarity. The Text (3) section allows you to add an additional description for your
Vertical Bar Graph.
Note: The Source Question can be a simple question type such as a checkbox question, or a row in a
table.

Report Item - Table
The Table shows a summary of data with a visualization chart, displaying the results to a particular
question in the project. Once a Source Question/Data (1) is selected, the Headline (2) is automatically
populated with the question's title. However, the Headline can be adjusted for clarity. The Text (3)
section allows you to add an additional description for your Pie Chart.
Note: The Source Question can be a simple question type such as a radio button question, a row in a
table, or the table itself by selecting the table's title from the dropdown menu.

Report Items - Cross Tab
The Cross Tab item will display a simple 1-to-1 Cross Tab table comparing the Answers from two
separate questions within the project. Both questions should be selected from the Source
Question/Data (1) and Second Source Question/Data (2) dropdown menus. The Headline (3) should be
adjusted to reflect the two questions that are being compared. The Text (3) section allows you to add
an additional description for your Cross Tab.

Report Item - Existing Report
This Summary Report can include the content of a separate Summary Report within this report as an
element. All Summary Reports are available from the dropdown menu.
Source Question Dropdown Menu
When choosing a Source Question, every question (1), row in a list or table (2), and eligible actions (3)
will be displayed. Notice that any table or list question type will include their rows as indented lists
below the question number and title.

Filter - Select a Portion of Results
Filter Tab
Filtering allows you to specify what response data should be included within the report. Various
categories of responses are available, specific dates that should be used to limit the response data
used in the export , or particular Publish campaigns (1). You may also limit results based upon
particular answers using the logic builder style interface (2) to filter your results. (See logic builder)

Style - Look & Feel of Reports
The Style tab allows you to change the look and feel of the report with similar options to the project's
Look & Feel. The preview (1) area displays a real-time approximation of the changes before they are
saved. The changes can be basic (2) font or header/masthead changes, or may include changing the
color scheme (3). (See customizing your theme)
The Advanced Report Styles (4) allow you to add/append as well as replace the styling using
customized CSS, similar to the Advanced... option in Look & Feel. (See advanced CSS and HTML)

Individual Report Settings
Settings Tab
(1) If there is a report item that has not been answered by any respondents (such as when filtered out),
checking this option will hide those elements automatically.
(2) In tables, add shading to the different cells as a visual aid for determining cells with higher values.
(3) Pie Chart report items can have their dimensions, colors, and legends adjusted uniformly across all
Pie Charts in the Summary Report.
(4) Bar Chart report items can have their dimensions, colors, and legends adjusted uniformly across all

Bar Charts in the Summary Report.
(5) For report elements that summarize (Pie Charts, Bar Charts, etc) where the questions include
numeric answers, additional Statistics are displayed and can be suppressed by unchecking each
option. Note: StdDev represents Standard Deviation.

Publish / Share
Publish / Share Tab
The Summary Report can be shared with others that do not have a login to the SurveyGizmo account
by enabling external links to the report (1). This includes an HTML link and a JavaScript embeddable
version. Secondarily, password protection (2) is also available if the data is sensitive in nature. By
default, external links are not enabled.

Publish / Share Tab - Scheduled Delivery
Scheduled Delivery allows you to automatically send the export to up to 5 email addresses (1) that can
each be entered by separating each by commas. You can also set the From name (2), Subject of the
email (3), and the body of the Message (4).
The Frequency can either be set as a single date and time in Eastern Time using the format:
YYYY-DD-MM and HH:MM:SS (5) or by setting a Recurring delivery (6) schedule of: Daily (at
midnight), Weekly, First of the month, Middle of the month, or End of the month.
To disable Scheduled Delivery, Set the Frequency to Recurring deliveries: [...]

Cross Tab

Cross Tabulation Report Display
Cross Tab reports compare multiple data points in a single report, including horizontal/row,
vertical/column, and index.
Basic Cross Tab
This basic Cross Tab includes 2 questions, one on each axis, though it may contain multiple questions
on either axis. The individual answers for each question are displayed in their respective row or column.

Horizontal or Row Cross Tab Calculation
The horizontal or row calculation determines the number of responses that selected a particular
answer in the horizontal first and then selected a particular answer in the vertical. The horizontal
distinction refers to the order of questions for analysis.
The above example is showing the number and percentage of individuals who selected Indian Food as
their favorite food and then chose Violet as their favorite color.

Vertical or Column Cross Tab Calculation
The vertical or column calculation determines the number of responses that selected a particular
answer in the vertical first and then selected a particular answer in the horizontal. The vertical
distinction refers to the order of questions for analysis.
The above example is showing the number and percentage of individuals who selected Indigo as their
favorite color and then chose BBQ as their favorite food.

Index Cross Tab Calculation
The index calculation determines the number of responses that selected a particular answer in the
vertical and the horizontal, with no preference to the order of the questions. The calculation works on
both axis.
The above example is showing the highest* pairings of food and color.
* In the case of Indian Food, the color with the second highest index value was chosen, as the highest
was also chosen for Pizza.

Cross Tab Report Interface
A Crosstabulation, abbreviated as Crosstab or Cross Tab is a comparative analysis tool that displays
information in a two-dimensional grid. Cross Tab reports show data in a table format, where the
intersections of the table columns and rows present comparative data.
Sample Cross Tab Report

Saved Cross Tab Reports
At the bottom of the Reports tab are all your Saved Reports, including any Cross Tab reports. Clicking
on the Saved Report will allow you to view and edit the existing report.
Naming a New Cross Tab Report
Creating a new report will prompt for the name or title of the report. It is recommended to included extra
information in the title to associate the report with the questions and answers that will be used in the
report.

View Report Tab
The View Report tab displays only the header information on a new report, until questions are chosen
for the Cross Tabulation. Once questions are chosen, the Cross Tab display is displayed. (See cross
tab display)
Edit Tab
The Cross Tab report contains a single element that can be edited to choose the questions that will be
used.
(1) Choose whether this element will be displayed.
(2) Reorder elements (typically not used within a Cross Tab report).
(3) Edit the element, selecting which questions will be represented in the Cross Tab report.
(4) Copy element (typically not used within a Cross Tab report).

Edit Tab: Edit Multi-Question Cross Tab Element
When editing the Multi-Question Cross Tab element, select which questions and their orientation within
the Cross Tab report. You may select multiple horizontal and multiple vertical questions.
Filter, Style, Settings, & Publish/Share Tabs
The remaining tabs function the same as within a Summary Report.

(See Filter)
(See Style)
(See Settings)
(See Publish/Share)

Profile

Profile Report
The Profile Report compares an individual response against the compiled results of other respondents.
Create a New Profile Report
Creating a new Profile Report under Reports > Create and Manage Reports will prompt you to enter a
title (1) for the new report. To assist in identifying the individual profile, select which question (such as
name or email address) will be the Profile's Label (2), and if necessary, a second question (3) that will
help label or identify the individual respondent.
Note: When naming your report, if you intend to filter the report to view only a subsection of results,
make sure to include a note within the title to help distinguish the report.
Profile Report Tabs
There are six main tabs for working with your Profile Report, and with the exception of the Report Runs
tab, they function the same as the Summary Report:

(See Filter)
(See Style)
(See Settings)
(See Publish/Share)
There are also options, depending on plan level, to Export (1) the report to alternate formats such as
PDF.
View Report Online
For each question included in the report, the response being profiled is labeled and highlighted, then
placed below the summarized results for the remainder of the respondents; The profiled respondent's
results are excluded from the summarized results of all other respondents.

Fall-Off

Fall-Off Report Display
The Fall-Off report analyzes your project for pages where a higher volume of respondents have exited
the project, leaving a partial response. A large number of exits on a particular page suggests pages that
should be analyzed for best practices (web link).
Basic Fall-Off Report
(1) * Abandoned responses by definition do not submit any page of the project. Thus number
represents a total count of abandons, not the submission of a page.
Each column is broken down per page, displayed by page title. The Page Submitted (2) count is the
total number of responses that submitted that page and progressed forward. The Was Exit Page (3)
column shows the difference in Page Submitted count between the previous page and the current
page, thus the number that arrived at the page but did not submit it and move forward.
The % Exit (4) column gives the percentage of page visitors who exited the page. Calculated as the
number of responses that Was Exit Page divided by number who arrived (Page Submitted of the
previous page).
Note: The Fall-Off report is designed for linear projects and is not page logic aware (page skipping and
jumping).

Fall-Off Report Interface
The Fall-Off report analyzes your project for pages where a higher volume of respondents have exited
the project, leaving a partial response. A large number of exits on a particular page suggests pages that
should be analyzed for best practices (web link).
Saved Fall-Off Reports
At the bottom of the Reports tab are all your Saved Reports, including any Fall-Off reports. Clicking on
the Saved Report will allow you to view and edit the existing report.
Naming a New Fall-Off Report
Creating a new report will prompt for the name or title of the report.

View Report Tab
The View Report tab will display your Fall-Off report immediately upon creation of the new report.
Filter, Style, Settings, & Publish/Share Tabs

(See Filter)
(See Style)
(See Settings)
(See Publish/Share)

Exporting Results

Exporting Overview
Export Types
There are multiple Export types, including:

CSV/Excel (Quick) - Automatically includes all questions except for piped questions. Only includes
questions and answers which were answered
CSV / Excel (Advanced) - Customizable export that includes all questions and answers regardless of
whether they were answered by any respondent. Allows for reordering and filtering
Piped Data - A specially formatted export for data that has been piped
SPSS Export - A special export formatted for easy use with the IBM® SPSS® Statistics software
package
Download Files - If the project contained a File Upload question type, this will download all files from
every response in a single download

CSV/Excel (Quick)
The CSV/Excel (Quick) Export automatically includes all questions except for piped questions. Only
includes questions and answers which were answered.
CSV/Excel (Quick) Export
Clicking on the icon under Reports > Create an Export for CSV/Excel (Quick) will prompt you to
download the preformatted CSV file.

CSV/Excel (Advanced)
The CSV/Excel export is a customizable export that includes all questions and answers regardless of
whether they were answered by any respondent. Allows for reordering and filtering.
New CSV/Excel Export
Clicking on the CSV / Excel icon under Reports > Create and Manage Exports will prompt you to name
your new export. If you intend to use filters, it is recommended to include filter information within the title
itself, such as including MALES ONLY if that represents your filter. To expedite the creation of your
report, the default fields that are included can be increased by selecting any additional fields you wish
to include automatically upon report creation.

Run Export Tab
When first creating your export, the only option provided is to run the export. However, once you have
run an export previously, you may either refresh the export (1) with any data collected since the last
run, or download the previously run export (2) to start the download of the CSV (comma separated
value) spreadsheet file.
Edit Tab
All of the report elements have a checkbox to the very left of the element, allowing you to select
multiple elements either directly by checking their box, or using the selector helper (1) to select all
elements that match the provided criteria. Once you have selected the elements, selecting the action (2)
to do with each of those selected elements can be done from the drop-down menu. Click "Go" to make

the changes you selected.
Note: Disabled items are present in the Edit tab but will not be visible in the report.
The Edit tab allows you to choose which report elements will be including in your export. To
permanently remove a single report element you can click the X icon (4). Finally, you can edit any
individual element using the pencil icon (3).
Edit Report Element
Editing any individual report element will allow you to change the headline (otherwise known as a row
header in the CSV spreadsheet) manually. The default headline is the question's title.

Filter Tab
Filtering allows you to specify what response data should be included within the report. Various
categories of responses are available, specific dates that should be used to limit the response data
used in the export , or particular Publish campaigns (1). You may also limit results based upon
particular answers using the logic builder style interface (2) to filter your results.
Publish/Share Tab
The CSV/Excel export can be shared with others that do not have a login to the SurveyGizmo account
by enabling external links to the report (1), including an HTML link. Secondarily, password protection (2)
is also available if the data is sensitive in nature. By default, external links are not enabled.

Publish/Share Tab - Scheduled Delivery
Scheduled Delivery allows you to automatically send the export to up to 5 email addresses (1) that can
each be entered by separating each by commas. You can also set the From name (2), Subject of the
email (3), and the body of the Message (4).
The Frequency can either be set as a single date and time in Eastern Time using the format:
YYYY-DD-MM and HH:MM:SS (5) or by setting a Recurring delivery (6) schedule of: Daily (at
midnight), Weekly, First of the month, Middle of the month, or End of the month.
To disable Scheduled Delivery, Set the Frequency to Recurring deliveries: [...]

Piped Data
The Piped Data export is a specially formatted export for data that has been piped. (See piping)
New Piped Data Export
Clicking on the Piped Data icon under Reports > Create or Manage Exports will prompt you to name
your new export. If you intend to use filters, it is recommended to include filter information within the title
itself, such as including MALES ONLY if that represents your filter. You also must choose a source
piped question from the provided dropdown menu of piped questions within your project.
Editing the Piped Data export using the navigation tabs on the left functions the same as the Advanced
CSV/Excel Export. (See advanced CSV/Excel export)

SPSS Export
The SPSS Export is a special export formatted for easy use with the IBM® SPSS® Statistics software
package.
Create New SPSS Export
Clicking on the SPSS icon under Reports > Create an Export will prompt you to name your new export.
If you intend to use filters, it is recommended to include filter information within the title itself, such as
including MALES ONLY if that represents your filter.
Run Report Tab
When first creating your export, the only option provided is to run the export. However, once you have
run an export previously, you may either refresh the export (1) with any data collected since the last
run, or download the previously run export (2) to start the download of the .sav SPSS file.

Edit & Filter Tabs
The Edit tab allows you to choose which report elements will be including in your export. To remove an
item from the export, tcheck the checkbox on the left side of any element and click Save Changes at
the bottom. New elements (1) can be added, including adding all survey elements (2).
The variable (3) is used within SPSS and is automatically generated by SurveyGizmo initially, while the
variable label (4) is based on the question title or the short name/alias set within the survey editor. The
SPSS data type (5) is selected automatically based on the data format, but can be changed by the user
and saved. (See short/name alias)
The Filters tab functions that same as the Advanced CSV/Excel Export. (See advanced CSV/Excel
export)

Download Files - Response Uploads
If the project contained a File Upload question type, the Download Files export will download all files
from every response in a single download. (See file upload)
Download Files
When clicking on Download Files under Reports > Create an Export, the new window will display a list
of all files that have been uploaded and allow you to download the entire set of uploaded files in a
single .zip archive (1) or individual files (2).

Survey Logic

Logic Builder - Skipping, Jumping, Show-When
The Logic Builder is used in multiple areas within the application to select project elements and set
rules that must be true for a particular behavior to occur. A full Logic Builder tutorial (web link) is
available that covers every detail of the interface.
Logic Builder Structure
(1) Select a element from a previous page that will be part of the IF rule.
(2) Select the condition that will be used to evaluate the question.
(3) What value or values are required to complete the IF rule.
Page Logic
Logic can be added to any page of the project, excluding the Thank You page. In the bottom-left of
each page is an Add Logic button that will open up the Logic Builder for setting rules to do one of the
following actions if the rule(s) are true:
- Jump the respondent to a particular page.
- Redirect the respondent to a URL.
- Flag the Response as a Complete response.
- Disqualify the respondent and display a custom message.

Show/When Rule - Page Options
In the top-right of each page within the project, the Edit Page Options link will lead to the Advanced tab,
where Show/When Rules can be created that will only show this page when the rule is true.
Show/When Rule - Questions
Edit any individual question type and the Show When tab will display a Show This Question When
rule that will only show this question if the rule is true.

Run/When Rule - Actions
Within most actions, the Logic Builder is used to determine a special circumstance that will cause the
action to trigger. If no rule is set, the logic is ignored. However, if a rule is created, it must be true for the
action to be triggered.
Report Filters
The Logic Builder is also used in the Filters tab of all Report Types and will limit the response data that
is displayed based upon the criteria that is set within the logic rule.

Same Page Logic - Show/Hide Triggers
Show/Hide Triggers use in-page logic to show subsequent elements based on an Answer chosen on a
question that is higher up but on the same page as the elements that are shown. A full Dynamic Page
Logic tutorial (web link) is available.
Hide by Default - Target Element
Any question that will be hidden until triggered to be shown by a previous question is the Target
element. Edit the element, typically a question, and select the Show When tab. Check the option to
Hide by default.

Show/Hide Settings - Trigger Element - Answers
The Answer that will trigger the display of later elements must be set directly with the triggering
question. Edit the individual question and for the Answer that will act as the trigger, click the pencil icon
(edit) and select Show/Hide Settings.

Show/Hide Settings - Trigger Element - Settings
The Show/Hide tab will automatically be displayed and within the Show/Hide section, each element that
is on the same page and below the current trigger question will be displayed. Check any elements that
should be displayed when this particular answer is selected.

Disqualification
Respondents who are disqualified are identified differently that complete, partial, or abandoned
responses. Disqualification is possible through page logic.
Add Page Logic
At the bottom-left of any page of the project, except the Thank You page, an Add Logic button allows
you to setup a logic rule to disqualify the respondent under particular conditions.
Logic Condition and Disqualification Action
Build the Logic Condition rule using the Logic Builder interface, then set the Logic Action to Disqualify
the Respondent with a customizable disqualification message. (See logic builder)

Common Survey Features

Page Randomization
Page Randomization can be found under Edit Survey > Survey Settings.
Page Randomization - Survey Settings
View the manual section under Survey Settings for more information. (See survey settings)

Question Randomization
Question Randomization allows you to randomize the order of questions within a page, and is found
with the Page Options.
Edit Page Options
In the top-right of all pages within the project you may click the Edit Page Options link to access the
settings.
Edit Page Options - Advanced Tab - Question Randomizer
Under the Advanced tab, the Question Randomizer section allows to options: (1) Display a specific
number of elements on the page, chosen randomly; and a checkbox (2) to display all the elements but
randomize their order

Question Editing - Advanced Tab
Question Randomizer options are only used when question randomization is set for the page which
contains this question. Each option effects the default behaviour of question randomization to benefit
the display of this particular question.

Answer Randomization
Answer Randomization is available in most question types and will randomly change the order of the
Answers as they are displayed to the respondent.
Edit Question - Advanced Tab - Randomize Answers
When editing most question types, under the Advanced tab, Randomize Answers may be enabled by
switching the radio button to the Yes option.

Edit Question - Answer Properties - Special Settings (Fixed)
When editing an individual question and editing the properties for a particular Answer, under the
Special Settings there is a checkbox called Fixed, which will ensure this Answer stays in its position if
Randomize Answers is enabled.

Merge Codes
Merge codes are specially formatted text found through SurveyGizmo's interface and allow you to
dynamically include information about the particular survey, response, contact, and more. There is a full
Merge Code Tutorial (web link) available that describes all the syntax and specific types of merge
codes.
Edit Question - Basics Tab
The Merge Code tool is available in the bottom-right of the Basics tab when editing any question type.
The tool allows you to insert a merge code, selected from a dropdown menu, into the question title text
or instruction text.

Editing Email Campaign Message
When editing an Email Campaign, found under the Publish tab, and selecting to edit a particular
message (invitation, reminder, or thank you), a list of common merge codes are shown on the left side.
Each of these merge codes represent dynamic data related to the email campaign and contact
management system.

Editing Send Email Action
When editing a Send Email action, to the left of the main body content is a Merge Helper that will create
a new window that allows you to select individual elements to include as well as a special merge code
to include all elements in the body of the email auto-responder.

Editing Pass/Fail Quiz Score Action
When editing a pass/fail Quiz Score action, within Step 3 there are special merge codes that are only
available within a Pass/Fail message. More information is available in the Quiz Score section. (See quiz
score)

Piping - Question, Answer, and Page Piping
Piping will dynamically display pages, questions, or answers based upon Answers given to a previous
question in the project. This includes displaying new rows and columns within a table, dynamically.
There is a full piping tutorial (web link) available with a sample demonstration survey.
Answer Piping - Non-Table Questions
Edit any question type that is not a table, and under the Piping tab there is an option to select Pipe Into
Options from a dropdown menu, to select which question from a previous page will be the source for
piping new Answers into the question, dynamically.
Column Piping - Table Questions
Edit any question type that is a table, and under the Piping tab there is an option to select Pipe Into
Columns from a dropdown menu, to select which question from a previous page will be the source for
piping new Columns into the question, dynamically.

Question Piping - Non-Table Questions
Edit any question type that is not a table, and under the Piping tab there is an option to select Pipe
Question from a dropdown menu, to select which question from a previous page will be the source for
repeating this question for each Answer given in the source question.
Row Piping - Table Questions
Edit any question type that is a table, and under the Piping tab there is an option to select Pipe into
Rows from a dropdown menu, to select which question from a previous page will be the source for add
additional rows to this table question for each Answer given in the source question.

Page Piping - Answer Based
Edit any Page Options and under the Piping tab there is an option to select Pipe from this Previous
repeating this page of questions for each Answer given in the source question. (See page options)
Page Piping - Value Based
Edit any Page Options and under the Piping tab there is an option to select Pipe from this Previous
repeating this page of questions for the Value of the Answer given in the source question. The
secondary checkbox, Repeat this section by the VALUE, must be checked. (See page options)

Survey Gizmo Manual 319

Transféré par

Informations du document

Copyright

Formats disponibles

Partager ce document

Partager ou intégrer le document

Options de partage

Avez-vous trouvé ce document utile ?

Ce contenu est-il inapproprié ?

Droits d'auteur :

Formats disponibles

Survey Gizmo Manual 319

Transféré par

Droits d'auteur :

Formats disponibles

SurveyGizmo Manual Version

Get an account now: http://www.surveygizmo.com/

1.1 Account Types & Creation 10

2.1 Overall Dashboard Interface 14

2.2 Types of Projects 18

2.3 Your Projects 19

2.5 Dashboard Widgets 23

3.1 Files & Images 26

3.2 Theme Library 27

3.3 Question Library 31

4.1 Account Info 33

4.2 Upgrade/Change Plan 35

4.6 API & Plugins 41

4.7 Affiliate Program 43

5.1 Creating a One Question Poll 47

6.2 Creating a New Survey 58

7.1 General Question Editor Interface 60

7.2 Survey Elements 63

7.3 Page Options 64

7.4 Reorder Questions 66

7.5 Find & Replace 68

7.6 Survey Settings 69

7.7 Text/Translation Settings 74

8.1 Question Types 79

8.4 Email Address 83

8.8 List of Textboxes 88

8.9 Radio Button 90

8.11 Dropdown Menu 94

8.12 Image Choice (Single & Multiple Selection) 96

8.13 List of Dropdown Menus 98

8.14 Likert Scale 100

8.15 Drag & Drop Ranking 102

8.17 Continuous Sum 105

8.18 Star Ranking 107

8.19 Table of Checkboxes 110

8.20 Table of Radio Buttons 112

8.21 Table of Dropdown Menus 114

8.22 Table of Textboxes 116

8.23 File Upload 118

8.24 Custom Group 120

8.25 Contact Group 121

8.26 Custom Table 123

9 Question Settings - Basics

9.1 Introduction - Basics 127

9.2 Answer Fields 128

9.3 Tables - Rows and Columns 131

9.4 Questions in Custom and Contact Groups 132

10 Question Settings - Formatting

10.1 Introduction - Formatting 134

10.2 Labels 135

10.3 Answer & Table Columns 136

10.4 Width 137

11 Question Settings - Validation

11.1 Minimum and Maximum 139

11.2 Open Text Data Type 141

11.3 Advanced Validation - Regular Expressions 142

12.1 Introduction - Advanced 145

12.2 Conversion & Default Value 146

12.3 Auto-Complete 147

12.4 Randomization 148

12.5 Table Summary 149

13 Question Settings - Show When

13.1 Introduction - Show When 151

13.2 Hide All Later Questions 152