tour of the new survey analytics user interface

What’s New On Survey Analytics:User Interface

Thursday June 27th, 201310 AM PST/ 1 PM EST

Thursday, June 27, 13

Welcome To The Education Hour!

About Education HourNavigate SA’s New User Interface & Updates

Q & A

Agenda ...

Esther LaVielleVP of Client Services

Thursday, June 27, 13

What is Education Hour?

One hour monthly education session open to all clientsBased on customer-driven feedback

You tell us what you want to learn each month!

Goal: Offer a unique training session on a variety of topics, products, and services offered by Survey Analytics

Training Planned for 2013:

How To Recruit People Into Your PanelField Projects Made Easy with SurveyPocketHow to Run Mobile Survey ProjectsRun A MR Study Using Multiple Deployment Strategies

Thursday, June 27, 13

New User Interface

Thursday, June 27, 13

New User Interface

Thursday, June 27, 13

New User Interface

Thursday, June 27, 13

New User Interface

Symbolizes 4 pillars of the Enterprise Research Platform:

Online Surveys

Custom Panels

Mobile Research

Analytics

Thursday, June 27, 13

Get updates when you login...

Check out your Bulletin Board for immediate updates, important news, and tips on the site!

Thursday, June 27, 13

Edit Survey Page

Changes found in Right Navigation bar of Edit Survey page:

“Display Option” renamed as “Settings”.

“Folder name” will also be displayed along with “survey name” just above the Add/Edit Question link.

“Global Option” renamed as “Survey overview”.

Connection Section has been removed. {SalesForce.com CRM has been moved to Integration tab}.

Now Multimedia Bunker and Image/Multimedia (now renamed as “Library”) links are been moved under Images/Multimedia Section.

Thursday, June 27, 13

Integration Page

New Section “Cloud Connectors” is been added under right navigation bar on Integration page

Salesforce.com CRM, Rapid Feedback, Web analytics links will be displayed under “Cloud Connector” section

XML Export link is been removed from API/Data flow section {Now it will be displayed under Export Data section on Report page}

Thursday, June 27, 13

Reports

“XML Data Export” is been added in Export Data Section {reports can be downloaded in “Xml” format now}.

Thursday, June 27, 13

*Panel*

“Welcome email” is been added to the panels. When user panel member joins - they will get a welcome email.

Added ability to enable captcha on sign up

Ability to add custom pages

Added Events Module to panels

Customize Default tab when respondents login: My Surveys, Rewards, Events, etc.

Tester Member – Have a bunch of test members : For this you will have to set the selected members account in tester mode

!!

Thursday, June 27, 13

*Panel*

“Welcome email” is been added to the panels. When user panel member joins - they will get a welcome email.

Added ability to enable captcha on sign up

Ability to add custom pages

Added Events Module to panels

Customize Default tab when respondents login: My Surveys, Rewards, Events, etc.

Tester Member – Have a bunch of test members : For this you will have to set the selected members account in tester mode

Thursday, June 27, 13

*Panel*

“Welcome email” is been added to the panels. When user panel member joins - they will get a welcome email.

Added ability to enable captcha on sign up

Ability to add custom pages

Added Events Module to panels

Customize Default tab when respondents login: My Surveys, Rewards, Events, etc.

Tester Member – Have a bunch of test members : For this you will have to set the selected members account in tester mode

Thursday, June 27, 13

*Panel*

“Welcome email” is been added to the panels. When user panel member joins - they will get a welcome email.

Added ability to enable captcha on sign up

Ability to add custom pages

Added Events Module to panels

Customize Default tab when respondents login: My Surveys, Rewards, Events, etc.

Tester Member – Have a bunch of test members : For this you will have to set the selected members account in tester mode

Thursday, June 27, 13

*Panel*

“Welcome email” is been added to the panels. When user panel member joins - they will get a welcome email.

Added ability to enable captcha on sign up

Ability to add custom pages

Added Events Module to panels

Customize Default tab when respondents login: My Surveys, Rewards, Events, etc.

Tester Member – Have a bunch of test members : For this you will have to set the selected members account in tester mode

Thursday, June 27, 13

*Panel*

“Welcome email” is been added to the panels. When user panel member joins - they will get a welcome email.

Added ability to enable captcha on sign up

Ability to add custom pages

Added Events Module to panels

Customize Default tab when respondents login: My Surveys, Rewards, Events, etc.

Tester Member – Have a bunch of test members : For this you will have to set the selected members account in tester mode

Thursday, June 27, 13

*Cool New Stuff*

Command Interface - Tell it what you want, and we deliver the results

InfoGraphic Reports – Added customization options / Logo etc. Changed the logo to new SA logo, and able to save that in PDF

Shared Main folder will be referenced with user email

Download specific question raw data

Scheduler Reports – Added End Date on that so that it doesn’t run forever

Thursday, June 27, 13

*Cool New Stuff*

Command Interface - Tell it what you want, and we deliver the results

InfoGraphic Reports – Added customization options / Logo etc. Changed the logo to new SA logo, and able to save that in PDF

Shared Main folder will be referenced with user email

Download specific question raw data

Scheduler Reports – Added End Date on that so that it doesn’t run forever

Thursday, June 27, 13

*Cool New Stuff*

Command Interface - Tell it what you want, and we deliver the results

InfoGraphic Reports – Added customization options / Logo etc. Changed the logo to new SA logo, and able to save that in PDF

Shared Main folder will be referenced with user email

Download specific question raw data

Scheduler Reports – Added End Date on that so that it doesn’t run forever

Thursday, June 27, 13

*Cool New Stuff*

Command Interface - Tell it what you want, and we deliver the results

InfoGraphic Reports – Added customization options / Logo etc. Changed the logo to new SA logo, and able to save that in PDF

Shared Main folder will be referenced with user email

Download specific question raw data

Scheduler Reports – Added End Date on that so that it doesn’t run forever

Thursday, June 27, 13

*Cool New Stuff*

Command Interface - Tell it what you want, and we deliver the results

InfoGraphic Reports – Added customization options / Logo etc. Changed the logo to new SA logo, and able to save that in PDF

Shared Main folder will be referenced with user email

Download specific question raw data

Scheduler Reports – Added End Date on that so that it doesn’t run forever

Thursday, June 27, 13

*Cool New Stuff*

Change Global Options = Survey Overview

Added Store locator question type

Moved SalesForce Integration to Integration Tab

Ability to change popup display interval time

Added response count and Data Segmentation on conjoint analysis Report

Thursday, June 27, 13

*Cool New Stuff*

Change Global Options = Survey Overview

Added Store locator question type

Moved SalesForce Integration to Integration Tab

Ability to change popup display interval time

Added response count and Data Segmentation on conjoint analysis Report

Thursday, June 27, 13

*Cool New Stuff*

Change Global Options = Survey Overview

Added Store locator question type

Moved SalesForce Integration to Integration Tab

Ability to change popup display interval time

Added response count and Data Segmentation on conjoint analysis Report

Thursday, June 27, 13

*Cool New Stuff*

Change Global Options = Survey Overview

Added Store locator question type

Moved SalesForce Integration to Integration Tab

Ability to change popup display interval time

Added response count and Data Segmentation on conjoint analysis Report

Thursday, June 27, 13

*Cool New Stuff*

Change Global Options = Survey Overview

Added Store locator question type

Moved SalesForce Integration to Integration Tab

Ability to change popup display interval time

Added response count and Data Segmentation on conjoint analysis Report

Thursday, June 27, 13

*Cool New Stuff*

Change Global Options = Survey Overview

Added Store locator question type

Moved SalesForce Integration to Integration Tab

Ability to change popup display interval time

Added response count and Data Segmentation on conjoint analysis Report

Thursday, June 27, 13

Helpful Tips for Successful User Interface Experience

Thursday, June 27, 13

Helpful Tips for Successful User Interface Experience

1. Use the latest browser version: Chrome, Firefox, IE, Safari

Thursday, June 27, 13

Helpful Tips for Successful User Interface Experience

1. Use the latest browser version: Chrome, Firefox, IE, Safari

2. Check out labs.surveyanalytics.com to review latest version of the site before it goes live! All are welcome with existing account

Thursday, June 27, 13

Helpful Tips for Successful User Interface Experience

1. Use the latest browser version: Chrome, Firefox, IE, Safari

2. Check out labs.surveyanalytics.com to review latest version of the site before it goes live! All are welcome with existing account

3. Spend some time reviewing the New UIWe will continue to keep making more updates throughout the year.

Thursday, June 27, 13

Email: Esther LaVielleVP of Client Services

Esther.rmah@surveyanalytics.com

24/5 Chat

Email Support: http://www.surveyanalytics.com/

help

Thursday, June 27, 13

Thank youFor Joining Us!

See you at next month’s

Education Hour!

Thursday, June 27, 13