Opinionmeter’s Survey Management Platform – SurveyManager Overview

Description

This video tutorial provides an introduction and overview of the SurveyManager – Opinionmeter’s survey management platform. This is a great place to start if you’re new to the SurveyManager. In this demo you will learn how to create, edit, and preview customer satisfaction surveys as well as generate survey reports from online, offline, mobile, kiosk and paper survey distribution modes.

Transcript

Hello. The purpose of this video tutorial is to give you an overview of the SurveyManager.

I am now logged into a demonstration account in the SurveyManager. This is Opinionmeter's enterprise class survey platform, from which you can really manage any aspect of your survey program, from offering surveys, to distributing those surveys, to running reports on those surveys, managing the devices that you may be using within your account, and even managing the users and the users' privileges within your account.

I should also say this is an enterprise class system, meaning you can create unlimited subaccounts beneath your administrator's account. Each subaccount can have unlimited users, and each user can have unlimited privileges.

Now obviously, this is a very deep application, but extremely user-friendly. Many of our customers are up and running with less than an hour's training. So, again, the purpose of this tutorial is really just to give you an overview. I'm going to be touching on the main modules of the system.

You should know that our video library has over 40 individual videos covering each of the various components in a much deeper manner. You can take a deeper dive by selecting any of the specific videos that cover specific topics that you want to learn more about.

So, moving ahead here, I'm in the main console which is where you come after you login to the system. You'll see here in the main body of the screen we have several categories of shortcuts, accounting settings here with all these links, user management, surveys, and reports.

The typical user spends most of their time in surveys and in reports, in those two modules. So, we'll be taking a deeper look at those two modules.

Before I leave this screen I should go ahead and mention the alerts notification area which is the bottom half of the screen. Here you have different tabs, satisfaction alerts, account activity, device alerts, device activity, and winning. If you have a campaign where you're rewarding customers as an incentive you can use winning alerts.

So, for example, you can click on satisfaction alerts. There are several alerts here. One was triggered a few days ago. You can click on that. It'll take you to the alert.

These are really shortcut areas that we provide access to on the main console. An important area here is in the left sidebar, account statistics. You can see how many active devices you have, if they're pending or expired, how many surveys you have, device surveys, online surveys, and paper surveys.

I should take this moment to mention that the SurveyManager is a mutlichannel solution, meaning you can offer a survey and distribute it to multiple channels whether that's a survey kiosk, an online survey, or a survey that gets emailed to a list of respondents. Or, you can run our offline mobile apps either on smart phones or tablets, or even our HTML 5 mobile web solution, or paper surveys. So, we have multiple methods of distributing surveys.

Then, you have your responses for the period. Typically, our period is a licensed period of a year, an annual license, although we can also license monthly.

On the right side is the user profile. This is a very important button here, update your profile. You always want to make sure this information here is complete and accurate. Because, for example, any alerts that are going to be triggered from this account will go to these email addresses. You can indicate account expiration, password change, and where you want certain emails to go. You can add additional contacts below. You can even add your Twitter account, et cetera. So, this is very important to keep this up to date.

We also have live chat during Pacific time business hours. Click here and you'll go right into a chat with one of our support engineers.

At the bottom of any screen you're in, you always have access to the help desk. Of course, help we have as one of the five main menus above the yellow bar, and these are the main modules. If I jump to help, you'll see in the sidebar we have help desk here.

We have access, like I just mentioned, to the library of video tutorials. As you'll see, we have many different video tutorials available to you. You can access this through our website as well as within the SurveyManager. That's publicly accessible.

Help desk. Here if you click on the help desk you'll see we have a lot of information here, common questions, articles, popular articles, et cetera. If you don't find an answer to something you're looking for here you could always email us your question. This will go immediately to our support engineers. You can go into a live chat from here as well. Or, post a public question to the community.

That's the help menu. Going back here, user module, let's just start from left to right with the main modules. The user module, if this were an enterprise account, you could go ahead and create subaccounts, modify the privileges of each user within those accounts, add additional users, et cetera.

So, modify privileges takes you to an area where there's just two users in this account. But, if I select a user then I can indicate access or no access to all the different modules within the SurveyManager portal. That's where you can control privileges for each of the users.

And, here in the sidebar you'll see additional functionality. You can even create rules which are macros of individual privileges if you want to expedite that process. So, you could do those rules. You could monitor the activity of any user who's logged into the system, a lot of [due count] review.

You can even manage device activity and set alerts from a kiosk in the field. If you want to make sure a kiosk gets no less than 100 completes within a week or a month you would just set that threshhold and it would alert you.

Also, you can customize the branding, the logo, the colors. Everything you see here can be customized and white-labeled. And that goes for our mobile apps as well. You can brand or white-label the portal, the SurveyManager, which we're looking at now, as well as the front end apps that run on various devices.

So, this is the user module. Let's jump now to surveys. This is a very common layout throughout the system. As you're seeing here in the main body of the screen, you have a history of previously created surveys in this case since we're in the survey module. And, above you'll see different ways to filter through all of your surveys by a survey name or survey type.

Here are some of the different modalities we have available for distributing surveys, dates between, survey ID, or even a user name if you want to sort and filter through based on surveys created by a particular user. Each column is sortable if you click column headings. The action area, the icons here are... Well, the magnifying glass indicates it's a preview.

You can print. You can edit a survey. You can delete a survey. You can even change the status in the status column. So, if I were to... By the way, you can preview device surveys virtually here or download them in preview mode on the actual device, whichever you prefer.

So, if I wanted to preview this online survey it gives me three options. We can view it as a survey being delivered or viewed through a PC browser, or a mobile browser, or a tablet browser. If I go mobile I will get this rendered on a mobile phone. Here is WYSIWYG, what you see is what you get, representation of this particular survey using different question types here. Choose all that apply.

Everything you see here you can customize, all the colors. Everything you see you can modify, the colors and the fonts and all of that. It's a pixel perfect representation of exactly how the survey will appear on that device.

That was a phone. Let's jump down and look at a tablet and give you the representation of how it's going to look on that particular size device. Okay. That is the survey preview. We're looking at previously created surveys. As I said, the screen layout is common throughout the module. You will always have a sidebar to the left with additional functionality and features.

We're in the list of surveys now by default. If I wanted to create a new survey I would come here. If I wanted to share a survey to another account I would go there. Tons of functionality here, but other videos can explain these in depth.

We have a default library of questions and response scales you can pull from while creating a survey. Or, you can build out your own library and customize that.

Why don't I show you quickly how you can create a new survey. Test demo, survey, I'll just give this a name. Then, you can select what modality you want to distribute your survey to. You can select from a pre-existing survey in the account and just clone it, or you can select a template, or neither. Click save.

This will take you into a four-step wizard, where you first define your questions. Next, you'll customize the brand like I was talking about, where you can change the colors of the buttons, and you can add your logo, and you can change the fonts, et cetera. That's done in step two.

Then, after you've created and branded your survey, you assign it to a device. Or, if it's an online survey, you would be offered different options such as import an email list or create a public survey that's going to be rendered on a website. Or, maybe you want it to be a mobile web survey rendered for mobile browsers running HTML 5, et cetera.

Then, there are the optional features if you wanted to, let's say, use an incentive during the survey. Maybe you want to create a quiz or a winning number kind of a lottery function which our system supports. That's the basic wizard.

You can access the library like I was talking about, question and response library. Depending on the question type, and we have over 20 question types in the system, you can select your question type, how you want that to be a button, drop down, or a slider. Then, there's a variety of options here, weighted averages, and we support advanced branching and multilingual. You can alphabetize or hide responses. I won't go into too much detail. Like I say, other videos are better for that kind of detail.

Let's jump over to the reports module. Let's say you've created your survey, deployed it to a variety of channels, and you've got data coming in from your tablets, your mobile phones, your online surveys, and your paper surveys. You can combine all that in one report here in the reports module. As I said, this is a very common layout and similar to the survey module.

Our report module's now showing us previously created reports, the report date, created by, and then the action system. Just like I previewed a survey, I can preview a report. I can get real time report. That means if I click this it will bring any data streaming in. It will always give me up to the moment data in the report. It will refresh the report, in other words.

I can edit the report here, delete the report, or change the status. Let's say I just wanted to preview a report here. I could go ahead and preview it. Then, I'll show you how you can create a new report as well like we did with the survey.

I just clicked on what looks like a trend analysis here. Once I have a report, I can email it on the fly. I can print it. I can save it. I can change all my charts right within the application in real time. I can even change the color scheme of how that chart is rendered.

Or, I can modify all the granular detail and then save as default, and this will remember the user down to the user level. These privileges will automatically be saved. So, the next time I login to the account, it will know I like my trend analysis charts with a certain color scheme and font type, et cetera. That's good to know.

Of course, any report you render you can either view, as we are now, in the system and save it for on demand viewing. Or, you can schedule that report to be delivered to yourself or any of your colleagues at any interval at any time and in any format as you see here. So, I can also just export this immediately as a PDF, or Excel, or Word, or PowerPoint document by selecting one of these options. So lots of functionality here.

Also, our surveys that run on mobile devices have a tracking GPS option, so we are integrated with Google Maps. You can click on a waypoint and see on a map where those surveys were created and when. That's a nice feature that we have.

Okay. I just previewed a report. Let's say I wanted to create a report. I would go to the sidebar here and go to create report. We were in view report before, so we were here. I've just clicked create report.

I could either filter by account, user name, survey type, or if I knew the survey name, I could select that. Let's say I wanted to run a report on a tablet. Let's just grab something. Well, there's no data here. But let's just see if I have... here's a sample iPad survey.

Okay. I've got 223 surveys. You can run a report on completes and incompletes by clicking the total. Or maybe you just want to run a report on the incompletes or just the completes. You can select individual locations or all of them. Then, you can run a report from a variety of reports available to you, summary report, cross tabulation report, cross tab graph, summary graph, trend analysis, [compare it]. There's quite a few.

We have videos on all of these. This is basically the interface where you would create that report. Then, once you've created it you can save it, or you can schedule it to be delivered on a regular basis, or you can export it. Here in terms of scheduling you'll see here in the sidebar schedule reports. So, these are different reports that already have been scheduled.

But, if I wanted to create a schedule I would go here. I would select my survey, and it would step me through a three step wizard allowing me to put in various email addresses and select what type of format I wanted to be delivered, Excel, PDF, Word, et cetera.

Also, I would then be able to save that and that would be sent based on the timing I select. I can select daily, weekly, monthly. I can tell the system to reach back in time, maybe three months, if I wanted, or a year, depending on if it was a trend report or not. Lots of functionality and lots of flexibility here.

That is a quick overview of the reports module. If you have your own system for reporting, that's perfectly fine. You can go to raw data here, and we support all kinds of different export options, SPSS, Excel, CSV, fixed width, comma delimited.

Even if you're capturing media... Let's say you're running surveys on a mobile phone and people are capturing video and images within the survey. You can also export that, the media files, here. Lots of different methods of exporting your raw data.

And, I should add we have an API. If you wanted automatic data coming from our web server to your web server so that it would be automatic and available for your reporting tool without having to first export from our system, we have those API's available for that purpose.

Also, we have dashboards. We support Net Promoter Score. For example, let me just quickly preview a dashboard. If I click a dashboard that someone created already in the system, this is a previously created dashboard. You can click to get underlying data. You can drag and drop. Lots of different functionality here with our dashboards.

Now, devices, we have a very robust device management module, just like we do with our user management module. This device only has three devices. One's an iPad. One's an iPhone. One is a Windows kiosk.

It tells you the license dates. If you even click on the serial number, it will tell you what survey's running on that particular device, a history of previously created or deployed surveys. You can track that. You'll know the password, the version of the software. Lots of different details are available to you within this section.

Also, in the device module, if you're running a kiosk and you're also running digital signage, this is where you can also manage that. Ads and messages, you can manage the digital signage here. You can schedule for kiosks to automatically wake up and dial home here. Lots of different functionality.

We've already looked at the help menu. Here are the guided tours, our video library, help desk. There's user guides, downloads, and our privacy policy. All of that is under the help menu.

That, really, is the quick overview of the SurveyManager. I know it was a lot of information, but rest assured, our video library's extensive. They're, on par, much shorter videos than this one. They're typically five minutes each and they specifically drill down into various features of the system in greater detail. I encourage you to look at the video library, available from our website or under the help menu.

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