​SurveyGold User Guide: Table of Contents

The SurveyGold User Guide is an online resource that provides illustrated, step-by-step, show-and-tell instructions explaining how to use application features. Most steps contains a "thumbnail" picture that when clicked on expands to a large picture for you to review.

You can access this guide via the Help tab in the SurveyGold application tool bar. To search for a topic, use the Search tool above.

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1. Overview

• Understanding the Big Picture
• Understanding the Role of the Internet
• Navigating SurveyGold​
• Using Tab Folders
• Using Button Bars
• ​Using the Back Button
• Using Popup Menus
• Getting Help

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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 Another Section or Question Based on a Response
• Copying Your Survey
• ​Deleting Your Survey

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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
• Creating Anonymous Respondents
  
• Associating Respondents with a Survey

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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
  

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5. Conducting Your Paper or In-Person Survey

• Adding a New Respondent
• Entering Respondent Information
• Entering Responses
• Concluding the Survey

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6. Conducting Your Phone Survey

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

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7. Conducting Your Kiosk Survey

• Starting Your Survey in Kiosk Mode
• Stopping Your Survey in Kiosk Mode

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8. Preparing Your Online Survey

• ​Tweaking the Appearance of Your Online Survey
  • Formatting Response Choices as Radio Buttons, Check-boxes, Drop-Down Menus
  • Formatting Fill-in-the-Blank Questions
  • Creating a Matrix of Questions with the Same Response Choices
  • Pre-populating Fields in a Online Survey Form
• Saving Your Survey as an Online Survey Form
  • Specifying Behavior Preferences​
    • Email Responses
      
    • Email Notification
  • Specifying Appearance Preferences
    • Visual Theme: Color, Font and Logo
    • Custom Response Confirmation Message
    • Custom Response Confirmation Page or Custom Online Response Processing Program
    • "Clear All Responses" Button to Reset the Form
  • Specifying Navigation Preferences
    • Single-Page or Multi-Page Online Survey
    • "Go Back" Button
    • Progress Bar
  • Specifying Restrictions Preferences
    • Cutoff Date and Time
    • Ballot-Box Stuffing Detection
    • Maximum Respondent Count Cutoff (Quota)
  • Specifying Password Protection Preferences
  • Specifying Autoresponder Email Message Preferences
  • Specifying Advanced Preferences​
    • ​Tweak for <Enter> Key
    • Bookmark and Share Button
    • Spell Checker

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9. Conducting Your Online Survey

• Using an Online Survey
• Distributing an Online Survey Form to a Respondent
  • Inviting Respondents to Participate in a Survey via Your Email Solution
  • Inviting Respondents to Participate in a Survey via a Link on a Page of Your Website
  • Inviting Respondents to Participate in a Survey via an Email Campaign

• Collecting Online Survey Responses
• Removing an Online Survey from SurveyGold Online Services

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10. Viewing Your Survey Results

• Selecting a Survey to View
• Selecting a Question to View
  • Navigating Through Questions While Viewing Results​
• Viewing Question Results
  • Changing the Chart Title
  • Changing Graph Colors
  • Changing the Graph Type, Legend and Data Values​
  • Drilling Down to View a List of Respondents
  • Viewing Response Comments
  • Drilling Down to View a Specific Respondent's Completed Questionnaire
• Manipulating Results Data
  • Viewing a Subset of Respondents Using a Filter
  • Memorizing a Filter
  • Applying a Memorized Filter
  • Removing a Memorized Filter
  • Comparing Different Sets of Respondents
  • Applying a Numeric Value to a Response​
• Saving Viewed Results to Other Data Formats

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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
  • Creating a Banner Tabulation Report
  • 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 
  • Listing Respondents
  • Listing Question Response Counts and Percentages
  • Listing Respondent Scores
  • Calculating a Weighting Index
  • Publishing a Report of Survey Results as a Set of Web Pages
  • Publishing a Report of Survey Results as Microsoft Word™ Document

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12. Sharing Your Survey for Others to Use

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

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13. Using Field Surveyors

• Understanding Survey Author Activities
  • Making a Survey a Field Survey
  • ​​​Adding a Field Surveyor to Your Field Surveyors Network
  • Collecting Field Survey Responses Submitted by a Field Surveyor 
  • Managing a Field Surveyor
  • Removing a Field Surveyor from Your Field Surveyors Network 
  • Disabling a Field Survey
• Understanding Field Surveyor Activities
  • Accepting an Invitation to be a Field Surveyor
  • Recording Field Survey Responses
  • Submitting Field Survey Responses

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Chapter 14. Sharing Your Survey Responses for Others to View

• Survey Author Activities
  • Enabling Survey Response Sharing
  • Managing Shared Response Subscribers for the Currently Selected Survey
  • Disabling Survey Response Sharing
  • Inviting Someone To Be a Shared Responses Subscriber
  • Managing a Shared Responses Subscriber for Any Surveys
  • Removing a Shared Responses Subscriber
• Shared Responses Subscriber Activities
  • Accepting an Invitation to be a Shared Responses Subscribe 

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Appendix A: Maintaining Your Application

• Updating Your Application Software
• Backing Up Your Data
• Restoring Your Data

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Appendix B: Glossary

• Understanding SurveyGold Terminology
  

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