WebSurveyor:  Frequently Asked Questions

Advanced Features and Customizations

Is it possible to add additional text before, between or after survey questions for my respondents?

By adding HTML snippets, you can add comments and information in addition to your survey questions.  To add HTML snippets, select Build/Edit | Questions | Add a new question.  Under the Available styles, select HTML snippet, and choose where you would like to add the text from the drop-down menu under Insert question.  Click the Add Question button. You will then be prompted to add the text you wish to add to your survey in the HTML Text box on the next screen.  When you are finished creating and formatting your text, click Apply.

 

Can I create my own template, or edit a current template?

Yes, you have the ability to do both in WebSurveyor.  While logged into the application, select the survey you wish to edit, and click the Presentation link under Build/Edit on the navigation pane.  Your current template will be previewed on the right.  To edit the current template, click the Customize your display template link.  From here, you can make edits using HTML.  Additionally, if you wish to create your own template, select Custom under the template selection drop-down menu, then click Customize your display template to add your HTML.

 

Can I post my survey results publicly for respondents to view?

Yes, you can post your survey results publicly by going to Analyze | Public Report and putting a checkmark in the box next to Allow Public Report.  You can chose whether or not you would like the results password-protected, or public to anyone with the URL.  Your public report URL will be shown on this screen as well.

 

Is there a way to create a list of recipients and e-mail addresses?

WebSurveyor’s Mailing List feature gives you the ability to create and maintain a list of e-mail addresses and fielded information, which can then be included in your email message and survey.  The mailing list contains up to 20 fields (First Name, Last Name, etc.) which can be merged into your message to give your survey notification message a personalized look for each recipient.

 

Do surveys need to be completed by respondents in one sitting, or can they be saved to finish at a later time?

Surveys can be completed at a later time if the survey was created with "page breaks" within the WebSurveyor client.

 

I have included a Comments field in my question list but Preview displays the text as "Additional comments".  Is there a way to change this text?

Yes, this text can be revised by going to the Build/Edit menu then select Languages.  From the following screen, select Survey Messages.  From the Survey Messages screen, locate the Additional Comment box and edit the default text to the text you desire and click Apply.  You may wish to select Preview to view the changes to your survey.

 

Is there a way to require authentication when respondents are taking a survey?

In order to confirm the identity of a respondent when taking a survey, you will need to create an Access Controlled survey.  For more information on access controlled surveys, please click here.

 

I have a question in my question list that I have decided not to use in this survey. Is there a way to save the question and its structure for possible use in a other surveys?

Within the main Question List window, enable the selection box following the question by placing a check mark in the box. After doing so, click the Add to Question Library primary control button (located above the question’s Id number column). To view the Question Library, click the Library Management button. Click Questions to return to the Question List. Select Add a new question. Click the Question Library button. Choose the Library Name from the pull-down menu above the list of questions that appear. Following selection of the Library Name, click the selection box to the right of the question to be added. Once the question appears to be highlighted, scroll to the bottom of the question list and click the Insert button. To reposition the inserted question, click the selection box (located to the right of the question Id number), then click the Move selected questions up or the Move selected questions down primary control button. Repeat as necessary to properly position the question. When finished, deselect the question’s selection box.

 

How can I transfer a survey from one user account to another?

The process to transfer surveys from one user account to another is similar to the steps involved in backing up and restoring a survey.  The account owner must first download the survey(s) to their local workstation.  The steps for doing this can be found here.  Once the surveys are downloaded to the local machine, the user will then need to attach these surveys to an email message and send them to the owner of the other account.  Once received, the user will need to then upload the surveys to the new account using the WebSurveyor Desktop Client.  Instructions for obtaining the WebSurveyor Desktop Client and uploading the surveys can be found here.