1. User management
In this video we guide you through user management and user roles in SurveyXact. We provide an overview of the “User” tab and show you how to assign different privileges in the organization, as well as how to assign access to multiple surveys at once.
2. Get started with your first survey
As the title indicates, this video helps you to get started with your first survey. Here you get an overview of the three tabs of the SurveyXact – Questionnaire, Data collection and Analysis, and how to create a survey and grant others access to surveys.
3. Creating a questionnaire
This video guides you through the creation of the questionnaire itself and shows a number of features and options that are available in SurveyXact – including question types and validation rules.
4. Background questionnaire
In this video we show how to create questions for the background questionnaire in SurveyXact. The questions you create in the background questionnaire may have a significant impact on the subsequent analysis of the collected answers in a survey.
In this video, you can get help with how to use the “activations” feature in SurveyXact, provide paths in the questionnaire by hiding/displaying certain questions for specific respondents, and send respondents answering the same questionnaire in different directions depending on the answers given.
Tip: Activations can also be created based on data that is imported in the background questionnaire
Self-creation is used if you do not already have your respondent’s information, such as e-mail, telephone number or address. Here they register themselves when they answer the questionnaire. This video shows how to enable self-creation in data collection.
7. Creating respondents
In this video, we show how respondents are created under the “Data Collection” tab, for example, if the self-creation link is not used. You get a brief overview of the different distribution channels, and a review of importing respondents via a csv file. By importing your respondents, you can choose exactly what background information you want to have about your respondents in advance. This information is created as a question in the background questionnaire prior to import.
8. E-mail distribution of questionnaires
In this video we review the distribution of questionnaires. You get an overview of the different e-mail templates and how to select the respondents to whom the questionnaire should be sent. In addition, the questionnaire distribution can be set up to run automatically via a schedule – we demonstrate this at the end of this video.
9. Anonymize personal data
This video helps you to delete personal data from your survey using the “Anonymize” feature in the data collection. This feature is particularly relevant to compliance with GDPR and is used, for example, in cases where a respondent may wish to have his or her data deleted after the survey has been completed. When using the anonymization feature, it is no longer possible to connect responses to specific respondents.