Utilities: Web Forms: Surveys

 

ListManager's surveys are a great way to engage and interact with your readers. ListManager includes an easy survey form builder to create a questionnaire that asks for single, multiple or open-ended responses. A link to the survey can be included in your mailing to track list members' responses, or you may post the form on your website.

 

After conducting the survey, view and analyze the results in Reports: Surveys. These results may be published on your website if desired, or shown to survey takers after completing the questionnaire. You may see the overall results for the survey, or view responses for individual members.

 

After using a survey, you can segmenton the response. ListManager's dynamic segment clause wizard allows you to target those who respond to a particular question in a specified way, or those who don't respond at all.

 

The first step in creating and using surveys in ListManager is to create a survey form in Utilities: Web Forms: Surveys. Then, link to this form when building content by clicking insert url and selecting the Survey tab.

 

To track the responses of list members, you must link to ListManager's survey form in your mailing. You may also insert the HTML of the form generated here in your web site to track responses from web site visitors.

 

The survey form ListManager generates may be edited to match the look and feel of your email publication or website.

 

You may edit the HTML header and footer (the HTML before and after the actual questions) on the Utilities: Web Forms: Surveys: New/Edit Survey: Advanced tab. You may also edit the actual survey questions in Utilities: Web Forms: Surveys: New/Edit Survey: Basics.

 

You may edit the HTML source directly by clicking Edit Source, but once you edit the source directly, you may not use ListManager's survey form builder to edit the questions further.

 

NOTE: NOTE Your web forms won't work if the host name assigned to ListManager is incorrect. If your form isn't working properly, check the URL to Web Interface in Utilities: Administration: Sites.

 

Creating and Using Surveys

To include a link to a survey in your mailing, you’ll first need to make a survey form:

 

1. In the left Navigation bar, click Utilities, point to Web Forms, and then click Surveys.

2. Click create new.

3. Give your survey an Internal survey name and Survey name to display.

4. Click add+next to Questions to ask to add a multiple choice or text entry question.

5. Click previewto see what your form will look like.

6. Save your survey form. You may edit the HTML of your form once it’s been created by navigating to Utilities: Web Forms: Surveys, and selecting the form.

 

Once you’ve created a survey, insert a link to it in your Content:

 

1. In the left Navigation bar, click Content, and then click New Content.

2. Select the HTML tab.

3. Click insert url.

4. Select the Surveytab.

5. Select the survey you’d like recipients to answer in the drop down box.

6. Enter the text you’d like recipients to click on to take the survey.

7. Click insert.

8. Continue to create your Content as usual.

 

A link to your survey will be inserted into your Content.  After you’ve mailed your content, and at least one recipient has taken the survey, you can see the results in Reports: Surveys.

 

Finding Survey Forms

From the drop-down menu, select List, Site, or Server survey forms. Note that the options available here will depend on the access level of the logged in user. Server administrators can see server, site, and list survey forms. Site administrators can see site and list survey forms. List administrators can see survey forms for the lists administered by them. The list or site to which the survey applies is displayed next to the survey form description.

 

Twenty survey forms for the list are displayed. To view more, click Show more. Repeatedly clicking Show more will show greater numbers of survey forms at a time. Click Next to see the next twenty, Previous to see the last twenty.

 

You may change the sorting order of the survey forms by clicking the up or down triangles next to Title and Description. By clicking the top arrow, the sort order will be ascending (a-z); clicking the bottom arrow makes the sort order descending (z-a).

 

Viewing or Editing Existing Survey Forms

To view a survey form, click on the survey form title. You will be taken to the Utilities: Web Forms: Surveys: Edit Survey page, where you can preview or edit the survey form.

 

Copying Survey Forms

Click Copy next to the survey form you'd like to copy. ListManager will show you the old title and description, and will ask for the new title and description. To copy this survey form to another list, select another list from the "New list" drop-down menu. In this way, the survey form can be copied and applied to multiple lists. Note that this option is not available for site or server level forms, only list level forms.

 

Click Copy to save the copied survey form. It will then appear on the main survey list.

 

Deleting Survey Forms

Click Delete next to the survey form you'd like to remove. ListManager will ask you if you're sure before deleting the form.

 

Creating New Surveys

To create a new survey, click the create new button. This will take you to the Utilities: Web Forms: Surveys: New Survey: Basics page.

 

Download as a File

Click on the disk icon to download your list of survey forms in CSV format.