Knowledge base | Responster Knowledgebase

Quick Start Guide for Creating & Sharing a Survey

Some of the screenshots in this guide to not reflect the very latest version of Responster.  

While the steps for creating and sharing your first survey have not change, we will release a video walkthrough of these steps soon using the latest live build of Responster.

 

The first time you log into your account, you’ll be greeted with a prompt to create your first survey; give that button a click!

On the next screen, you’ll be prompted to give your survey a title and an optional description. These are for your reference only, and your respondents will not see them while completing your survey. For this tutorial, I’ve decided to create a customer feedback survey to be used in-store at one of my coffee shops.

When you’re happy with your survey’s name and description, click ‘Create New Survey’.

Next, you’ll meet our simple, drag and drop survey builder. You’ll be looking at the ‘Storyboard’view of your first survey - let’s make it a little less empty! Start by clicking the ‘Start Page’ button in the top left and dragging it to the center of your screen.

The start screen will be the first screen your respondents see after clicking a link to your survey on any device, and also the first page displayed when the survey is opened using the Responster app on a tablet or phone. Go ahead and give your survey a name, description, and/or logo image if desired.

Good information to include in the description might be the purpose or length of time the survey should take to help encourage participation. Don’t worry about colors or design just yet, you’ll have plenty of time to get your survey looking spiffy later on.

When satisfied, click the ‘Go back to my storyboard’ button in the top left corner to start adding some questions!

Drag a ‘Question’ to the middle of your screen and you’ll be greeted with a range of questions types to choose from.

The best question type for your needs will vary, but feel free to experiment and see which make the most sense for the information you want to collect. For my survey, I’m going to start out with a simple multiple choice question.

Next, you’ll be able to fill out your question, and also customize possible responses. At any time, you can remove or customize the behavior of individual responses by clicking the drop down arrow to its right.

Choosing to ‘Add question logic’ will give you the ability to create advanced behaviors for a response. For example, you might send respondents to specific follow-up question or end the survey early if they choose a certain response.

This functionality unlocks a lot of possibilities for collecting custom, actionable feedback, but I’m going to keep things simple for the purposes of this guide and opt to not use any question logic behaviors for the time being. Let’s click ‘go back to my storyboard’ and add another question.

This time, I’m going to add a ‘Smileys’ question. By default, a happy and sad smiley are displayed, but I want to create a scale to gauge satisfaction rather than a two-answer system; this is where the ‘Options’ button comes in. On any page in the builder, you can click the green circle in the top right corner to view additional customization options.

Here, I can change the number of smileys in the scale, and end up with what you see below. Nice.

You can make your surveys as long, short, simple, or complex as you like, but I’m going to call my coffee shop survey good with two questions. The last step, then, is to ‘Go back to my storyboard’ and add an end page. Just drag and drop the orange ‘End Page’ button to the middle of your screen, as you’ve done before to add your questions and start screen.

Here, you can add a heading and subheading to the page which will be displayed one a respondent finishes your survey. When you’re done, head back to the storyboard and you should see something like this:

Customizing Your Survey’s Design

The standard grey-background-green-button scheme may work for some, but maybe you’re wanting to dress things up a bit. That’s where the ‘Design & Test’ page comes in!

Here, you can choose from a range of vibrant backgrounds and color schemes to help make your survey pop. Of course, you can also choose to ‘Create your own theme’ to gain full control over the colors, imagery, and more that are displayed in your survey.

Customize Your Survey's Settings

We want to make sure that you can make your survey behave in the exact ways that will make it most useful to you, that’s why we’ve got a Customize tab with more options than you can shake an iPad at.

We want to make sure that you can make your survey behave in the exact ways that will make it most useful to you, that’s why we’ve got a Customize tab with more options than you can shake an iPad at.

Change survey look and feel by choosing whether to display a progress bar that lets respondents know how much of a survey they’ve completed and how much they have left. You can also activate ‘stepping’ to allow users to move back and forth between questions they’ve already answered.

Customize survey resets by changing how long it takes a survey to reset to the beginning when completed or left idle part way through - useful features when using the Responster iOS or Android app to collect feedback on-site. Alternatively, you can choose to have web-based surveys mimic the reset settings of their in-app counterparts here.

Publishing and Sharing Your Survey

Of course, now that you’ve made your survey, it’s time to get it out to the world (or at least, you know, your customers!). In the ‘Share’ tab, let’s start by creating links to share your survey.

For sharing your survey over the web, you can create links to take people to it. By creating multiple links, you can name each for tracking purposes. For example, creating a different link for each place you share your survey will allow you to later track where that visitor came from. The green slider to the right of a link can be used to activate or de-active that link. Whenever a link is clicked, visitors will be greeted by your survey start page, fitted to any device screen they might be using.

If you’re looking to get started using our app on a tablet or phone to collect data in-person in the real world, you’ll need to get familiar with ‘sources’.

Sources allow you to identify where exactly app-based survey responses are coming from. This will, for example, help you differentiate between feedback for different branches of your store, as some may be performing differently than others.

Click the ‘Create new source’ button and you’ll be prompted to enter a name and description. For this example, I’m identifying an in-store iPad kiosk in one of my coffee shop locations. You can also tie multiple devices to one ‘source’, so a single location (say a large branch of a store), which might have multiple survey devices out at a given time, will still collect its data in the same place.

Once you’ve entered the identifying information for your source, click ‘Create new source’. Now, you’ll be able to click the ‘Connected Devices’ button and follow the instructions to link up a device with the Responster app to your newly created source.

Below the sources field, you can also share your survey directly to your social media profiles.

Important: Once your survey is ready, you need to click the green ‘Publish’ button in the top right of your screen in order to make it live.

Analyzing Your Survey Results

The specific ways in which you can turn your collected data into improvements in performance, sales, attendance, and more are all things we will be exploring more in the future, but for now let’s just get the basics down.

By clicking the ‘Analyze’ link you’ll be able to view visual data from your respondents’ answers. Each question and its answers are displayed in proportional graphs. By clicking in the upper right corner of each question area, you can change views to check out data in different formats, including an ‘over time’ view that can show you how answers have changed throughout the run of the survey.

Of course, you can also use the green ‘Options’ circle button on this page to quickly gain access to another set of insight tools.

Here, you can sort data by sources, individual respondents, and more. If you included an email or identifying field in your survey, you can even easily pick out respondents to contact based on their answers - this is particularly useful when helping to identify those who answered very positively and might be potential brand ambassadors, or those who were on the opposite end of the spectrum and might help you identify areas of improvement.