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​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.

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

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

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

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 or In-Person Survey

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

6. Conducting Your Phone Survey

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

7. Conducting Your Kiosk Survey

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

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

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

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

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

12. Sharing Your Survey for Others to Use

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

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

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 

Appendix A: Maintaining Your Application

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

Appendix B: Glossary

  • Understanding SurveyGold Terminology

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