SurveyMethods makes it easy to filter your response data within your results. There are many different ways that you can filter your data: Filter for Complete or Partial Responses Only Filter Survey Results Based on Responses to Specific Questions Filter Survey Results Based on the Date/Time the Survey was Taken Filter Survey Results Based on […]
Articles Tagged: custom fields
Filter Survey Results Based on Custom Field Values
SurveyMethods allows you to attach up to five custom field values to each survey response or respondent. The custom fields can be identifying information about the respondent, such as first name, last name, or a unique number like a help desk ticket ID, or it can be information about respondents that you want to use […]
Add or Update Custom Field Values on Existing Responses
Occasionally you may need to add custom field values to an existing response, perhaps because a respondent completed the survey using the web URL instead of the email invitation, or perhaps you launched the first round without custom field values and later launched with custom field values. You want to update the original set of […]
Using Custom Fields in SurveyMethods
SurveyMethods allows you to attach up to five pieces of information to each survey response or respondent. This information can be identifying information about the respondent, such as first name and last name, or a unique number such as a help desk ticket ID, or it can be information about respondents that you want to […]
Using Web URLs with Custom Fields
Custom fields are primarily used with email launches but you can also attach custom fields to responses by appending them to the survey web URL. This feature provides you the flexibility to use the same survey to capture multiple responses with different custom field values from the same respondent. Or you can use a custom […]
Importing Email Lists from Excel
With SurveyMethods, you can create an email list by importing your emails (and custom field values, if applicable) from Excel. To create a new email list from Excel, first go to the mailing lists menu by clicking the “Mailing Lists” link on the main navigation bar. Then click the Create New List button on the […]
Advanced Email Lists
SurveyMethods provides two types of mailing lists – basic email lists and advanced email lists. Advanced email lists are lists of email addresses that include up to 5 custom fields, which are additional information attached to the email that can be used in customizing your email or message display, creating page logic, analyzing your data, […]
Setting Up Automatic Reminders for Your Survey
To schedule automatic reminders for your survey invitees, navigate to the survey settings menu by clicking the settings icon () from the My Surveys page. Then click Set Up Automatic Reminders under Survey Communication Properties. To schedule your first reminder, click Create. The wizard will walk you through the remaining steps: Set the date, time […]
Survey Welcome Greeting
SurveyMethods allows you to display a custom welcome greeting when a respondent visits your survey. The same greeting is displayed whether the survey is accessed through the web URL or the survey link in the launch email; however, if you use an advanced email list with custom fields you can choose to insert the custom […]
Survey Invitation Email
When you distribute your survey by email, the email received by respondents will contain a unique URL to access the survey. You can customize the invitation email in two places in the application: From the survey settings menu (on the My Survey page, click the settings icon for the survey you want to customize – […]