RESPONSEPLANET HELP

• 2.1 Add a new address book entry
• 2.2 Edit an existing address book entry
• 2.3 Delete an existing address book entry

• 3.1 Create new Survey
• 3.2 Surveys LIST

• 4.1 View statistics
• 4.2 View responses
• 4.3 Reset

1. Edit Account

This section enables a user to edit his own account.
The available fields are :

1. Password = the password
2. Retype Password = confirm the password
3. Level = the level of the user (admin or manager)
4. Max. number of responses from the same IP = the maximum number of responses that the system accepts from the same IP
5. Name = the name of the company or user that will use this account
6. Email = the email of the company or user that will use this account
7. Web Page = the web page for the company or the user that will use this account
8. Company = the name of the company that will use this account
9. Address = the address of the company or user that will use this account
10. Zip = the ZIP code of the company or user that will use this account
11. City = the city where the company or user that will use this account resides
12. District = the district where the company or user that will use this account resides
13. Country = the country where the company or user that will use this account resides
14. Show details on survey ? = if the client wants to have all his details shown on the survey form (yes or no)

2. Address Book Management

In this section you can create an address book for your account.
On the main page you will have a list of your address book entries. You can chose the ordering method (by name or email) as well as the ordering type (ascending or descending) by clicking on the table header. You can switch from ascending order to descending order by clicking a second time on the same header title. The default ordering method is by name and the default type of ordering is ascending.

3.1 Add a new address book entry

On the main page of the Address Book Management section there is a button labeled Add new email. Press this button and you will be redirected to a page where you can add a new address book entry. An address book entry is formed from a Name and an Email. You can add as many address book entries as you want.

3.2 Edit an existing address book entry

Find the address book entry that you want to edit (if needed navigate with the controls that are located at the bottom of the page).
On the same row with the address book entry you have two buttons. The first one is labeled Edit. Press this button in order to edit the address book entry.

3.3 Delete an existing address book entry

Find the address book entry that you want to edit (if needed navigate with the controls that are located at the bottom of the page).
On the same row with the address book entry you have two buttons. The second one is labeled Delete. Press this button in order to delete the address book entry.

3. Surveys Management

This section allows you to add/edit/delete surveys.
The default subsection (the subsection that is displayed when you press the Surveys Management link from the leftnav) is Surveys LIST

3.1 Create new Survey

You can choose to

• Create a NEW Survey

  The creation process has 4 steps. You can navigate forward and backward from one step to another.
  1. STEP 1 :: General Info
     The information that we need for the first step:
     • Survey Title
     • Overall Description - this description will be placed on top of the survey, above the questions list. It's an opportunity to explain to the clients the object/purpose of the survey, or give them any other information.
       The 'Overall Description' is not a mandatory field, you can let it blank.
     • Number of questions that require text answers - You must enter a positive number or 0 (if you won't have this type of question in the survey).
       Questions that require text answers are those questions for which you will have to enter only the enunciation. The clients will fill in their own answer in a text box.
     • Number of questions that will have options - You must enter a positive number or 0 (if you won't have this type of question in the survey).
       This type of question has predefined answers (the answers will be defined by the manager of the survey) from wich the client will have to chose.
  2. STEP 2 :: Questions that requires text answers
     The system will generate a number of text boxes (the number that you set at STEP1) in wich you will have to fill in the text for each question. Each question has a drop-down for setting the position of the question in the survey.
  3. STEP 3 :: Questions with options
     For each question you will have the following controls:
     • A textarea for entering the question text
     • A drop-down for choosing the position of the question
     • A drop-down for the number of answers.
       When choosing the number of answers a list of text boxes will be displayed for entering the possible answers
     • A set of 3 radio buttons that allows you to choose if the answers will be displayed in a drop-down, in a set of radio-buttons or in check-boxes (for allowing multiple answers to be selected)
     • A drop-down for choosing the minimum number of options the customer can choose.
       (The customer can choose multiple answers only if these answers are displayed in check-boxes. The radio-buttons or drop-downs do not allow multipe selections.)
     • A drop-down for choosing the maximum number of options the customer can choose.
     • A drop-down for choosing on how many columns will the answers be displayed.
       (The answers can be displayed on multiple columns if the display method is as check-boxes or radio-buttons.)
     • Text boxes for entering the answers
       (they are displayed only after you select the number of answers from the drop-down)
     • For each answer, a drop-down for choosing the position of the answer.
  4. STEP 4 :: The Survey
     You've just created a survey. You can view the questions and answer options (if any).

3.2 Surveys LIST

The list with all surveys is displayed. You can order these surveys by title ascending or descending by clicking on the table header. You can switch from ascending order to descending order by clicking a second time on the same header title. The default type of ordering is ascending.
Find the survey that you want to edit (if needed navigate with the controls that are located at the bottom of the page).

A facility in finding a survey is the search box where you can enter the survey title (partial title).
Each survey can be deleted, modified or you can choose to send it to clients. There are 3 buttons for these operations next to each survey in the list.
In order to modify a survey you must push the Edit button next to it.

In edit section, you can do the following operations:

• Update the general Info:
  • Modify the Survey Title
  • Modify Survey Overall Description
  
  
• Modify the questions and the answers for the questions
  • Modify the question text
  • Modify the question type
    - text answer
    - options answer. Options will be displayed in a drop-down
    - options answer. Options will be displayed in radio buttons
    - options answer. Options will be displayed in check-boxes
    For the "options answer" type you have several settings :
    • delete an existing answer by pressing the Delete button, located next to each answer
    • change the positions of the answers. Next to each answer you have a drop-down with the position of the answer.
    • add a new answer by pressing the Add option answer button, located at the bottom of the answers list. A new text box for entering the new answer will be displayed. After entering the text for the new answer press the Add button.
  • Change the positions of the questions. Next to each question you have a drop-down with the position of that question in the survey.
  • Delete a question by pressing the Delete button located near the text of the question.
  • Add new questions by following the Add new questions link, located at the bottom of the page. Adding new questions to a survey survey is similar with creating a new survey. You will have 4 steps. The 4 steps are described in the Create new Survey sub-section

1. via email - your address book will be displayed and you will be able to select the clients you want to send this email to (you can select multiple clients by keep the SHIFT key pressed and clicking with the mouse on the clients name). The system will generate a HTML page based on your survey and will email it to the clients you have selected.

4. Show Survey Results

In this section you can view the survey results. You can chose to view results statistics for each individual survey or you can also look at each individual answer to a certain survey. From this section you can reset the results for a particular survey.
If no clients have answered to a survey a message stating "There are no responses for this survey." will be displayed near the title of the survey.

4.1 View statistics

Here you can view the statistics for a certain survey. You can chose the time interval for which to view the statistics. By default the system auto-selects the maximum possible time interval (the start date will be the date when the first client answered this survey and the end date will be the current date).

1. On the first column you can see the text of the question
2. On the second column you can see all the possible answers to the question (each answer will be located on a different row)
3. On the third row you have a graphical representation of the statistic. The blue bar represents the percent of clients that have chosen that answer.
4. On the forth row you can see the numerical representation of the statistics as well as the actual number of clients that have chosen that answer.

For quantitative questions the system will also generate an average value that will be shown under the question field. A quantitative question is a question that has only numerical answers.
Statistics cannot be generated for TEXT-type questions (questions where the user answers in his own words), so a message stating "N/A" will be shown near such questions.

4.2 View responses

Here you can view all the answers given by the clients. You will see the date of the answer as well as the IP from where the client answered.
If the client didn't answer to a question a message stating "The client didn't answer to this question." will appear near that question.
The answers are automatically ordered by the time when they were recorded.

4.3 Reset

Here you can reset (discard) the responses for a survey. You can manually decide the interval of time for which to discard the responses (you will also see a statistic for the time interval that you have chosen). By default the system auto-selects the maximum possible time interval (the start date will be the date when the first client answered this survey and the end date will be the current date). Once you have decided on a time interval you can press the Reset button. The responses that you discard in this section cannot be recovered so be very careful when using this section.