Step-By-Step Instructions
How-to | Tutorials | Tips and Tricks | FAQ
English | Deutsch
Benefit from step-by-step instructions for beginner workflows and for advanced user topics
Beginner Topics for EFS Newbies
My First SurveyThe following offers a practically oriented introduction to working with EFS. Creating a small sample project, you will go through all the work steps required to successfully conduct an online survey. |
Survey Distribution – Anonymous and Personalized SurveyIn this how-to we will introduce you to the most important steps and features for the distribution of your anonymous and personalized survey and for participant management. |
Monitoring the Progress of my SurveyThis how-to offers an overview of the most important steps and features for monitoring the progress of your survey and checking as well as ensuring the quality of survey answers during the field phase.
|
Evaluating Survey Results with Reporting+With Reporting+, you can evaluate the results of your survey using an intuitive drag-and-drop interface and create reports in no time at all. In this step-by-step guide, we will show you the necessary steps and the most important features of the solution. |
Tivian Service DeskIn case of questions or problems our Support Team is here to help you. In this step-by-step guide, we will show you how to create a support request in just a few steps.
|
AccessibilityThe Responsive Layout 3 standard layout and Portals contain major improvements in the area of accessibility.
|
Efficient Panelist Management in the People ModuleUsing the People module you can easily build a panel and manage your panelists in an effective manner. In this step-by-step guide, we will guide you through the process using several examples.
|
Automating Processes in the People ModuleIn this step-by-step guide, we use three different scenarios to explain how you can automate processes – such as sending a birthday email – in the People module. Regardless of whether you operate a research or employee panel – one of the scenarios is sure to be helpful for you. |
Keeping Track of my PanelThe EFS People module offers numerous features that allow you to easily create a wide range of statistics and keep track of your panel. In this step-by-step guide, we will show you how to create two different panel statistics and how to create a quota for your panel.
|
Good Mail – Bad Mail: How to |
EFS Topics for Advanced Users
External Survey StartThe “external survey start” of EFS allows to send survey participants from one project to a second project and to redirect them upon completion. |
Custom Question Type EditorYou use the Custom Question Type Editor to create, prototype, and to administrate custom question types. |
Action Planner and CLFThe Action Planner allows to monitor and administrate the follow up process in employee surveys after the delivery of result reports. |
LUA Scripting in EFSLUA scripting in EFS Survey filters and the LUA question type offer users with programming skills more flexibility and convenience. |
Survey StatusIf you wish to allow your staff and customers to view survey results without giving them direct access to internal project settings, the use of EFS Survey Status is recommendable. |
Service LayerEFS Service Layer, our API, allows to access EFS key functionalities from outside EFS.
|
Security and Data Protection
Privacy Assistent (GDPR)You activate the Privacy Assistant to conduct the surveys in accordance with the General Data Protection Regulation (GDPR) for new and existing projects.
|
High Security ModeEnterprise Feedback Suite permits optional operation of its admin area in High Security Mode. In this operation mode supplementary protective measures that meet advanced requirements for web application security are activated. |
Cookies All cookies used by us in EFS are those that are absolutely necessary for the proper, user-friendly and safe use of EFS. |
Portals
Task ListWith the Portals page module Task List, tasks can be created, viewed or edited within a portal without having to switch to the Org Processor‘s Action Planner first. |
GuidesGuides can be used to send ready-made surveys to groups or participants. You can also start the action management. |
Optional Ad-on Modules
Secure ExchangeEFS Secure Exchange is an optionally available add-on tool that facilitates the exchange of data between persons working together on an EFS survey
|
Translator InterfaceEFS Translator Interface enables you to translate questionnaires directly in EFS. You can export the source text yourself, translate externally in Microsoft Excel or SDLX and then re-import the translation. |
SMS ExtensionSMS Extension allows to send SMS messages from inside of EFS. The messages are entered and sent via the familiar EFS mail dialog. |
© 2022 Tivian XI GmbH