Survey Monkey – A “How To” Guide

1. Survey Monkey – A “How To” Guide

2. What is Survey Monkey? • SurveyMonkey is an online survey generator created to help users create a quality survey. • This tutorial will guide you through the process necessary for creating a survey.

3. Survey Best Practices

4. Survey Best Practices • Establish a goal - Have a goal for the survey. For example: • If the survey is a post-course evaluation tool, the goal should reflect the desire to learn how to improve the course • If the Survey is intended to determine what students know, establish a set of entry behaviors, and draft the survey to determine id those behaviors are present • If the survey is a tool for data collection, ask questions about the specific topic

5. Survey Best Practices • Strive for clarity - When conducting a survey, it is important to ask questions that have clear, concise answer choices. Instead of yes or no responses, offer a variety of choices that will provide relevant feedback • Keep it simple – Keep the number of questions to a minimum. Ask questions that will provide the feedback that you need, and nothing more.

6. Survey Best Practices • Allow for opinion – Use the essay question option to explain answers or add an opinion. This gives the respondent an opportunity to provide specific feedback to questions that Likert Scale does not provide. • Review and Revise Have a colleague take the survey. • Talk with them about your goals for the survey and if they survey, in their opinion, meets those gals • Discuss the questions and responses to ensure that questions are understood • Review response choices to determine if they effectively answer the survey question

7. The My Surveys Page Navigation, editing and management of Survey Monkey is accomplished through a series of drop-down menus, buttons and icons. The following section outlines the functions of these items

8. Getting Started • Paste this URL into your browser: http://www.surveymonkey.com/ • This will open the Survey Monkey homepage. From here, you will create and administer all surveys.

9. Getting Started • To create the survey, you must log in. • Type in the login information: • Username UIW_SURVEY • Password ASKME2DAY • Check the Remember Me box • Click Log In Now • This opens the “My Surveys” page.

10. My Surveys Page

11. Welcome Banner Buttons • Home – Returns to the login page • Create Survey - Opens the New Survey creation Page • My Surveys – Opens the My Surveys Page, this is a list of all of the surveys created in the Survey Account • Address Book- A list of all of the email addresses in the Survey Pool (The UIW Email list) • My Account – From here you can edit login information and preferences

12. My Surveys Page • From My Surveys, you can also • Search for surveys by title • Manage surveys • Locatespecific folders • Manage folders

13. Folders

14. Search Folders • T o locate a folder, click on the Current Folder Dropdown Menu • Click on the desired folder name

15. Manage Folders • Click the Manage Foldersbutton to manage, create, edit, add, assign, remove or search folders.

16. Managing Folders • It is a good idea to create separate folders for each department, instructor, or class. • Determine your survey preferences before developing your folders

17. Add Folders • After the Organize Folders page opens, click on Add New Folder • A new menu opens, type a name in theFolder Name box • ClickAdd New Folder • This will return to the Manage Folders page.

18. Edit Folders • Click Edit Folders to open the Edit Folders List. • To change the name of a folder, highlight andtype a new folder name • Click Save Name. • When finished, click Back to Folder Manager

19. Edit Folders • To remove a folder, click the Deleteicon(The folder will be permanently deleted, surveys inside the folder will remain, but not assigned to a folder) • When finished, click Back to Folder Manager

20. Surveys

21. Search Surveys • T o search for a Survey, Type the survey title into the Tile search window • Click Search. • Survey monkey will locate and open the desired survey

22. Managing Surveys • There are five Survey Management options available by clicking the icons. These options should be managed by the survey author. • Design: Click here to design the survey • Collect: Once the survey has been completed, click on this icon to select options for sending the survey to recipients and collecting survey results • Analyze: Click this icon to see the data displayed graphically • Clear: Clicking this icon clears survey data • Delete: Clicking this icon deletes a survey PERMANENTLY

23. Create Survey • Click the Create Survey Button

24. Create Survey • Choose a survey format: • Copy Existing • Template • From Scratch • New surveys are created From Scratch

25. Create Survey • Type a title for the survey in the Enter a Title box • Click Create Survey

26. Create Survey • Choose a theme by clicking one of the Templateson the drop-down list. • Click the New Themebutton, and the Theme Editor will open. This will allow you to customize the existing theme templates. • You may also choose the UIW Standard template

27. Create Survey • Click Edit Page

28. Add Questions & pages • A new page opens with options to add a title and description. • Name the Page Title “Question 1” • Add a description if necessary

29. Add Questions • Add Question There are two options to consider when adding questions. You can either set one question on each page, or you can set the entire survey on a single page. • If you set up the survey with a question on each page, the Skip Logic feature may be used. • Click Add Question Here

30. Add Questions • Add Question list opens • Choose a Question Type from the list of questions available including • Multiple-choice, • Matrix • Essay • Choose a question type by clicking on it

31. Add Questions • The Add Question menu opens • If you want the respondent to make a single choice of several possible answers, choose One Answer • If you want the respondent to choose more than one answer, choose Multiple Answers. • Choose horizontal or vertical depending on the question layout • If you want students to ass a comment or short answer, choose the appropriate “open-ended” choice.

32. Add Questions • Choose a Display Format • Type the Question Text • Type the Answer Choices • Click Check Spelling to review the spelling of the answer • Click Save Changes

33. Add Pages • Using the instructions on the previous slides add a page and another question to that page • Once the second page and question have been added, select Page 1

34. Design Survey

35. Design Surveys • Once a Survey has been created, it can be edited and reviewed This process occurs in the My Surveys section • Click on the Design Icon • Alternatively, click on the name of the survey that was just created • The survey page opens the Edit Mode

36. Edit Pages and Questions • You may also access the edit functions by clicking the Edit Survey Button on the left side of the screen nd a series of buttons will appear. • These buttons allow either the the page or the question to be edited • In addition, there are options to move, copy, delete or add logic to pages or questions

37. Edit Pages • Edit Page: Opens the Edit Pagemenu to allow you to edit the: • Page Title • Description • When finished editing, click Save Page

38. Edit Pages • Move Page: Adds two buttons (Cancel Move and Move Page Here) to the page to assist in helping you determine where the pages will be moved • Copy Page: Adds two buttons (Cancel Copy and Paste Page Here) to the page to assist in helping you determine where the pages will be copied

39. Edit Pages • Delete Page: If you determine that it is necessary to delete a page, there are three options: • Delete all Questions • Move all Questions to page above • Move questions to Page below • Choose an option and click Yes

40. Skip Logic • Add logic: • Page skip logic (unconditional logic) will customize the path through your survey, without needing responses to questions. In other words, if you have a survey question that does not require an answer, the responder can skip to the next question. • Question skip logic (conditional logic) requires that the question be answered. In addition, the answer to the question determines the next question. For example, If the question has a YES or NO answer, a YES answer can move to the responder to next question, and a NO answer can let the responder skip the next question. • Do not use Question and Page skip logic on the same page

41. Skip Logic • When to Use Question Skip Logic: If you want to set up skip logic so that respondents will be asked some follow-up questions based on their response to a particular question, then you will want to place skip logic on a question. When you place skip logic on a question, it is generally a good idea to have this question as the last question on a survey page. Then you could place your follow-up question(s) on a separate page immediately following the current page. Your skip logic rule should be set up so that the respondents who do not choose the specific answer you are looking for will skip over the page of follow-up questions when they click “Next >>.”

42. Skip Logic • When to Use Page Skip Logic: If you have more than one group of follow-up questions and only want respondents to answer one group depending on their answer to a particular question, then you will want to create separate pages - one for each group of questions. This time, if respondents get sent to the first page of follow-up questions because of the way they answered your question, you do not want them to continue to the second page of follow-up questions. This is where you would want to place skip logic on the page. You could set up skip logic on this page so that when the respondents clicked “Next >>” they will skip over the other pages of follow-up questions and continue with the survey.

43. Skip Logic • After clicking the Skip Logic Button this menu appears • Choose a page to Jump To • Click Save Logic • Click on Skip Logic Help if you need addition assistance in setting Skip Logic

44. Edit Questions • Edit Question: Opens the Edit Question menu to allow you to edit the • Type of question, • Question format, • Question text • Answer Choices • Make necessary changes and click Save Changes

45. Edit Questions • Move Question: Adds two buttons (Cancel Move and Move Question Here) to the page to assist in helping you determine where the questions will be moved • Copy Question: Adds two buttons (Cancel Copy and Paste Question Here) to the page to assist in helping you determine where the questions will be copied

46. Edit Questions • Delete Question: If you determine that it is necessary to delete a question, make choice and click Yes

47. Edit Questions • Click Add New Logic • Choose a Skip to question or page • Click Add New Logic • ClickSave Logic

48. Survey Options • Click Survey Options • This opens the survey options page. Survey Options include: • Page and Question Numbering: Check the boxes to add numbers to pages or questions • Add Logo: Click the Browse button to locate and add a corporate or University logo to the survey • Progress Bar Settings: Check the boxes to add a bar to show the survey respondents how much of the survey has been completed

49. Survey Options • Survey/Page Titles: Check the boxes to add titles to the survey and/or each page • Navigation Buttons: Highlight the text to change the titles of the navigation buttons • Required Question Highlight: Check the boxes to add an asterisk to questions that respondents are requires to answer • Once all choices have been made click Save Changes

50. Print Survey • Click Print Survey • Check the boxes to choose options for creating a printable copy of the survey • Click Download Printable Survey to save the document as a PDF file