SurveyGold 8 User Guide  Table of Contents

Need help getting started? Having trouble figuring out a feature? Want to learn more about what SurveyGold can do? Then you have come to the right place. The SurveyGold User Guide contains step-by-step instructions explaining how to use software features. Most steps contains a "thumbnail" picture that when clicked on expands to a large picture for you to review.

Table Of Contents

1. Overview

• Navigating SurveyGold
  • Using the Tool Bar
  • Using the Tab Folders
  • Using the Popup Menus
• Getting Help
• Terminology

2. Setting Up Your Survey

• Naming Your Survey
• Creating Your Survey Sections
• Creating Your Questions
• Specifying Respondent Data to Collect in Your Survey
• Setting Up Scoring / Creating an Exam
• Setting Up a Weighting Index
• Locking Your Survey to Prevent Modification or Access to Optimal Answers
• Unlocking a Locked Survey
• Reusing a Section or Question from Another Survey
• Reordering Sections or Questions
• Skipping to Other Questions Based on a Response
• Making a Copy of Your Survey

3. Setting Up Your Respondents

• Creating Respondents in the Respondent Master List
• Using Custom Respondent Data Fields
• Importing Contacts from Microsoft Outlook™
• Creating a New Respondent Group
• Copying Respondents from Other Respondent Groups
• Creating Anonymous Respondents
• Associating Respondents with a Survey

4. Preparing Your Paper Survey

• Previewing Your Printed Survey Form
• Printing Your Survey Form
• Saving Your Survey Form as a Text File
• Saving Your Survey Form as a Microsoft Word™ Document

5. Conducting Your Paper Survey

• Adding a New Respondent
• Entering Respondent Information
• Entering Responses
  • Selecting Responses
  • Capturing Comments
• Concluding the Survey

6. Conducting Your Phone Survey

• Selecting a Respondent
• Contacting a Respondent
  • Scheduling a Return Phone Call
  • Verifying Contact Information
• Asking Questions / Entering Responses
  • Selecting Responses
  • Capturing Comments
• Concluding the Survey

7. Conducting Your Kiosk Survey

• Start Your Survey in Kiosk Mode
• Stop Kiosk Mode

8. Preparing Your Web Survey

• Tweaking Your Web Survey Appearance
  • Formatting Choices as Radio Buttons, Checkboxes, Drop-Down Menus
  • Formatting Fill-in-the-Blank Questions
  • Creating a Matrix of Questions with the Same Choices
  • Pre-populating Fields in a Web Survey Form Using a Query String
• Saving Your Survey Form as a Web Form and Publishing It
  • Appearance
    • Color, Font and Logo
    • Custom Response Confirmation Message
    • "Clear All Responses" Button to Reset the Form
  • Navigation
    • Single-Page Form
    • Multi-Page Form
    • "Go Back" Button
    • Progress Bar
  • Restrictions
    • Cutoff Date and Time
    • Ballot-Box Stuffing Detection
    • Maximum Respondent Count Cutoff
  • Password Protection
  • Autoresponder Email Message
  • Advanced

9. Conducting Your Web Survey

• Using the "Record" Web Survey Processing Feature
• Using the "Email" Web Survey Processing Feature
• Distributing the Web Survey Form to a Respondent
• Automatically Collecting Web Responses

10. Viewing Your Survey Results

• Selecting a Survey to View
• Selecting a Question to View
  • Selecting a Question from the View Results Tab
  • Selecting the Previous or Next Question While Viewing Results
  • Selecting Any Question in the Survey While Viewing Results
• Viewing Question Responses
  • Understanding Why Results Show as Either Graphs or Lists
  • Viewing Response Comments in Detail
  • Drilling Down for a List of Respondents
  • Drilling Down Further for a Completed Respondent Questionnaire
• Manipulating Results Data
  • Viewing Subsets of Responses
  • Filtering Responses
  • Memorizing a Filter
  • Applying a Memorized Filter
  • Removing a Memorized Filter
  • Making Comparisons by Viewing Multiple Series
  • Applying a Numeric Value to a Response
  • Displaying the Mean, Mode, Median and Standard Deviation
  • Using the Slider to Quickly Jump to a Particular Question
• Printing Responses to a Question
• Saving Responses to a Question to Other Data Formats

11. Analyzing Your Survey Results

• Selecting a Survey to Analyze
• Selecting an Action to Perform on the Survey Results
  • Converting Responses to Other Data Formats
  • Editing All Responses for a Question
  • Creating a Cross-Tab Chart from Any Two Questions
  • Creating a Graph of All Responses in a Section
  • Listing All Completed Questionnaires 
  • Creating a Tabular List of Respondents
  • Creating a Tabular List of Results Showing Response Counts and Percentages
  • Creating a Tabular List of Respondent Scores
  • Creating a Weighting Index Analysis
  • Publishing a Report of Survey Results Using Web Pages
  • Publishing a Report of Survey Results Using Microsoft Word™

12. Sharing Your Survey

• Understanding the Survey Definition File
• Exporting a Survey Definition File
• Importing a Survey Definition File

13. Maintaining Your Software

• Updating Your Software
• Backing Up and Restoring Your Data