...
You have created your first survey in EFS, and now you want to deliver it to you participants? Nothing simpler than that! EFS offers convenient features for a quick and easy survey delivery to your participants – appropriate for your special use case. In the following, we will introduce you to the most important steps and features for the distribution of your anonymous and personalized survey and for participant management. |
|---|
...
Anonymous Survey
In the case of anonymous surveys, you don’t know the participants beforehand. In the survey menu under project information you can find several options in the Distribution section for delivering your anonymous survey to potential participants:
Publishing the survey link on a website, in a newsletter or in an email
Publishing a QR code
Posting the survey link on social media
Integrating a pop-up window into a website
...
Publishing the Survey Link
If you would like to share the link to your survey on a website, in an email or at any other place, just copy the URL displayed under Distribution in the line URL. Afterwards, you can insert it at the desired place. In case you want to change the URL, for example in order to adapt it to your company name, please proceed as follows:
...
| Info |
|---|
Only the part after /uc/ can be defined according to your preferences. The rest of the URL is determined by the system and cannot be changed. |
Publishing a QR Code
If you would like to publish your survey by means of print media, you can obtain a scannable QR code for your survey in EFS.
In the line QR code of the Distribution section, click on Display.
A pop-up window will be displayed. Click on Save image. The QR code will be immediately downloaded and saved in the Downloads folder of your local system. To access the image, just click on the Downloadsymbol in the upper right corner of the pop-up window; you can then directly open the picture or display the folder, in which the image has been saved.
...
Posting the Survey Link on Social Media
With social media you can reach a lot of potential participants.
...
| Info |
|---|
Depending on the social network you choose, there are different options available for sharing your link. The above example image shows the link in the business network Linkedin. |
Integrating a Pop-up Window into a Website
If you would like your survey to appear in a pop-up window on your website, you can create such a pop-up in EFS with ease. However, for embedding the pop-up into your website a certain amount of HTML expertise is necessary.
...
The boxes Width and Height allow adjusting the size of the window and the box Position enables you to set the position of the pop-up window on the screen.
One-time or Repeat Participation
Now you know, how to deliver your anonymous survey to your participants. But how can you determine, whether participants can only take the survey once or several times? In EFS, you can set this by activating or deactivating cookies for your survey.
...
Go to the Survey Menu, and select the Project properties menu item. Then, click on the Login options tab.
Deactivate the checkbox for Cookies are used.
Click on Save.
...
Personalized Survey
When you create a personalized survey, you know your survey participants in advance. Usually, the link to your survey is sent to participants via email. But before you can send email invites to your survey, you first have to add participants in the participant administration. The sum of all survey participants represents the so called sample. During the field phase of your survey – i.e. the time, in which you carry out your survey – you can add additional participants to your sample at any given time.
Initial Preparation
Before you start importing participants into the participant administration, you need to make sure, that it contains all participant variables you need for your project. The participant variables translate into the different fields you fill out, when adding participants, e.g. surname, name, email address etc. Detailed information on participant variables can be found in our online documentation in section Overview of the standard variables of participant administration.
...
If you don’t need any additional participant variables for your project, there is no need to make any changes. You can just proceed with the next step: Importing a Participant List. In case you want to add a variable, for example the variable u_children for storing information on the number of children a participant has, proceed as follows:
...
Below, you can see, that your new variable appears as a field with 3 answer options in the mask for creating a new participant.
...
Importing a Participant List
As you probably want to invite a larger number of participants to your survey, it’s best practice to import all participants into the participant administration at once. To do so, proceed as follows:
...
| Info |
|---|
If you would like to add single participants at a later point, go to the Participant administration area, and click on the button + New participant. Enter the data needed, and click on Save. More information on the Participant Administration area can be found here. |
Inviting Participants
Your sample is ready – you can now get started and personally invite participants to your survey via email. To do so, you will first set the mail sender and create a mail template for your survey invitation in the next two steps.
Setting the email sender
In the upper right corner of of the screen, hover over the button System and click on Libraries.
...
Enter the email address and name of the mail sender in the respective fields. You can add your name and business email address, for example, if you would like to add yourself as the mail sender.
Select the appropriate team from the drop-down menu.
Click on Save.
Creating the Mail Template
Change to the Mail templates menu. You can find it on the left-hand side just above the Mail senders menu.
Click on the split button + New draft, and select + New draft for projects.
...
Optionally, you can add an image to your invitation email – for example your company logo. Before you can add it, you first have to add it to the Media library. If you do not wish to add an image to your template, just proceed with the next step – Sending out the Invitation Mail. In case you want to add an image, please follow the steps below:
...
Click on OK.
Your image will be inserted. If necessary, you can adjust the size and position afterwards.
Click on Save.
Sending out the Invitation Mail
You have now completed all necessary preparations and can now send out the invitation to your survey to participants.
...
A preview of your invitation mail is displayed. Check, whether the placeholders for first name, name and the link to the survey have been replaced with the data you have set up for the participant in the participant administration. Only one mail for one participant will be displayed at a time. If you would like to check the mails for your other participants, click on the arrow symbol right over the mail content to display them.
Finally, click on Send.
...
Related Topics
The moment’s here – you have finally sent out your invitation mails and your survey is in the field phase. Now, all you have to do is wait for the the results, hopefully lots of them. But naturally, EFS offers numerous features and options for monitoring the progress of your survey and analysing the results at the end:
...