SEARCH




Survey is a list of questions designed to find out people's opinions, beliefs, etc. Some people look at it as a complex poll. Different types of questions and handling are allowed in this page. You edit, add, delete pages, questions and answers live online, not in EZGenerator.

To add a Survey page to your site:
  1. Go to the Editing Tools.
  2. Press Live (Php) button in Insert page section and select Survey page.
  3. Set any other options you want and press OK.

Basics

Generally, the survey page consists of some or all of the following objects: quetion_object, question title, question description, answers, page title, page description, page indicator, next button, prev button, next page title, prev page title.You can keep all or some of them in your survey page. Each of these objects represents different element of your survey.

You can preview your Survey page only when uploaded on a PHP enabled server. To test this functionality offline you can Install your own test server on your PC.

Survey objects

In general survey sctructure is simple: Survey -> Pages -> Questions -> Answers.
Every survey can contain up to 99 pages. These pages contain the questions and some other page-related information, that can be grouped logically into one section. On every page it can be added different amount of questions, that site visitors can read and answer to. For every question visitors can have different amount of answers. 

 

Normal flow of the survey is: visitor starts from first page and answer every question, then goes to the next page and answers thse questions to, and so on, until the final page is reached, where survey finishes.

  • The question object is the main object on the page, as it builds most of the survey page. Visitors read and asnwer the questions on the page. Each survey question has question title, question description and answers.
  • The page title and page description objects display the title and the description of the given page.
  • Next page and prev page objects are the Next and Prev buttons (page navigation) that allow users move around the survey pages.
  • Next page title and prev pagetitle objects are the Next and Prev page titles (so users can see where they ca go).
  • Page indicator object displays information about current progress (Example: Page 3 of 5).
When you first visit your survey page and the survey is not active yet, or no questions (pages) are added yet, Survey definition will be displayed as default. Once you add some pages/questions, the default info will disappear.

Database

This page can use only MySQL database (depending on the MySQL switch in MySQL Settings). All survey data, as well as the visitors responses, will be stored in a MySQL database. You can add multiple survey pages in your project, and each one will have its own database.

Customization

  • Re-order add or remove the syrvey objects, as explained above in the Survey Objects section.
  • Translate survey language labels, using Survey Settings panel >> Labels.
  • Set up every page details and questions order directly online.
  • Set up pages order directly online.
  • Set conditions and hidden pages to make different flow depending on how users reply.

Survey Settings

The following properties are available in the Survey Settings panel. Make sure to configure these settings.

This tab is divided into few sections. 

Notification

  • Send Notification to (editbox) - The survey administrator email address. All notification emails when someone make the survey will be sent to this email address.
  • From (editbox) - Email address to be used as "From". Use different email address than in "Send to" to avoid email being marked as spam.
  • Admin Notification (button) - Subject and message for the notification email.

Advanced

  • Notify on survey (check box) - Check to make system start sending notifications about every survey that has been answered. Visitor must reach final page for notification to be sent!
  • Labels (button and editable listbox) - The blog captions used in blog. You can translate the default captions in your preferred language. Use Default settings button to restore the default settings.

Accessible Macros Fields

Each page has a Macros Fields panel, accessed via Editing Tools. This panel contains objects that you can insert on page.

 

  • Question Object - The main survey system. Block of question and it's answers with some extra information optional.
  • Page title - Displays the title of the current page. Displays nothing if no title.
  • Page description - Displays description of the current page. Displays nothing if no description.
  • Next page - Adds button that leads to the next page in the survey flow. If current page is final (last), nothing is shown.
  • Previous page - Adds button that leads to the previous page in the sirveu flow. If current page is first, nothing is shown.
  • Next page title - Displays title of the next page. If current page is final (last), nothing is shown.
  • Previous page title - Displays title of the previous page. If current page is first, nothing is shown.
  • Required info - Displays information about the requried questions. Default is: "Questions with * are required".
  • Page indicator - Dislpays the current survey progress. Default is: "Page 3 of 5".

 

In case you want to use Next page and Previous page macros, you have to use templates that have HTML buttons. Otherwise default Next button is added at the end of the page.

 

Field parameters

Some objects can be inserted with additional parameters.

  • Question object

    Normally the question object lists all questions with title, descriptions and answers for given page. Using a few parameters you can customize this default layout. The parameters are:

    • %question title% - insert the question title
    • %question description% - insert the question description
    • %answers% - insert the question answers block

    For now the answers block is not editable. This may change in future.

  • The other objects doe not have internal parameters

     

Using RSS

 There is no RSS for the survey.

Administrator panel

The Administrator lets you manage your Survey - review, add, edit and delete pages, questions, conditions. The panel is accessible through the administrator link (if any is placed on the Survey page) or via Online Administration panel. This panel is username&password protected.

To insert administrator link in your Blog page:

  • Go to Editable Tools > Macros Fields panel.
  • Drag-and-drop administrator field on your Blog page.

Wiew survey

This section of the administration panel gives you exact view of the survey (the way visitor will see it). Althoug the "manage users" section has fixed view that gives you the idea of the survey pages structure, all the styling and layout changes (made on survey page inside EZG) will be displayed as they should in the view mode only.

 

In view survey mode navigation (next and previoust buttons) is active, but if admin is logged, nothing will be stored in the statistics.

Thits applies only for the admin. All the rest of the users (that have access to edit the survey) will see their responses in the analyzing section

The main managing survey section. This is the section where the entire survey is constructed. Edit survey

There are 2 sections where you can manage parts of your survey:

  • Top section - handles pages and conditions settings
    • Pages - listing all the pages for the survey. Here are some page specifications:
      • Pages titles are cut if they're too long
      • Page title is transparent (lighter) when page is hidden
      • Pages order can be changed by dragging them (every page re-ordering may break some or all of the condition rules).
      • Pages title, description and visibility can be set. Title is required.
      • Hidden pages will be normally skipped in the survey flow (they can be accessed via condition targeting).
      • To delete current page, click the Delete current page button at the bottom of the screen (next to the Add question button).
      • Final page is used to inform users they've reached the end of the survey. Also it's used to store guests answers in the database by default (more about this in Settings sections).
    • Conditions - listing all conditions for selected page. Here are some specifications:
      • Conditions provide flexibility over the survey pages flow (like accessing hidden pages, jumping to other pages, etc).
      • Every condition target page ("jump to") can be selected only once. If target page is already selected by some conditions, next time condition is added, this target page won't be in the list anymore.
      • When adding a condition, all the questions from the page, that have selectable question type (checkboxes, radios, drop-down) can be used. Their answers are automatically generated once the question for the conditions is selected.
      • When next page is calculated, condition that fitst most of the rules is used (system uses specific logic to choose the most-accurate target page).
      • To see rules for given condition, simply hover the condition and list with rules will pop-up.
      • To delete condition, click the [X] button on the right of the condition.
  •  Main section - handles questions and answers
    • Page info - this part, at the top of the main section, allows modifications over the current page.
      • To edit the current page information (Title, Description or Visibility), click on the page information, or use the Edit page info button.
    • Questions section - this section of the screen handles the questions on the page. Specifications:
      • To add a question, use the Add question button at the bottom of the screen.
      • To edit current question, use the Edit question button on the right of the question.
      • To delete current question, use the Delete button on the right of the question.
      • To change the order of the questions (move up or down), either use the navigation arrows next to each question, or simply drag the question and drop it wherever it's needed to be.
      • Here is some information about questions addition:
        1. If some of the required elements is not filled/selected, red indications will appear inside the form.
        2. Adding answers for a question is different for the different question types.
        3. Information question type is not a question exactly. It's used as a section break or similar, for visitors to be able to read something, related to the qestions below (or above).
        4. Other checkbox will add another option Other at the bottom of the answers section. Specific label for the Other can be set in the field next to the checkbox.
        5. Randomizewill show answers in different (random) order every time this page is loaded. If Other is also selected, Other won't be randomized (it will be at the bottom of the answers every time).
        6. If question is marked as Required, Next and Previous buttons will not be clickable, until this question is fully answered.  
        7. Changing from one question type to another will erase all the current answers added.
        8. There is option to use images as a label for the selectable question types. Using proper image HTML code will show the image on the page, next to the checkbox or radio button, and will also show this image in the Analyze responses section. (beta)

 

Responses

Use responses screen to handle visitors responses. You can view specific visitor's response, to ignore his response from the overall statistics, or to totally delete this response.

  • To view given visitor's answers, cilck on it's username in the table. Unknown users are marked as Guest.
  • To ignore/activate given visitor's answers, hover the table row the visitor is into and click [ignore]/[activate]. Status on the right will change to ignored or OK, depending on what action has been taken.
  • To delete given visitor's answers, hover the table row the visitor is into and click [delete].
  • To delete multiple visitors' answers at once, select them (using the checkboxes on the right) and click Delete selected at the bottom of the table. All users can be selected at once by clicking the the checkbox in the heading row.

In survey there is an option for external users (from different users system) to be recognized and stored into the responses with their username, instead of a Guest. These users are marked with external flag (next to the username).

 

Archiving current survey will force the system to create new survey (replacing current one) and keeping current survey answers and statistics in the database for later review. List with all surveys (active and archived) can be found in the Analyze responses section.

Use with caution, this process is not revertable!

Analyze responses

Use analyze responses screen to review the surveys. Answers for current survey are shown in the top section (only the selectable ones, answers with free dada, filled from the visitor are excluded, as their count cannot be calculated).

If given label is an image, [+] will be shown instead (to keep the statistics table aligned) and hovering this [+] will show the image selected.


Bottom section is a list will all surveys currently used for this survey page. Table contains the name of the survey (given in the Settings panel), last response date and survey status.

To see overall statistics for specific survey, click on it's name or last response date.

To see responses for given survey, click on the [responses] link next to the survey name.

 

Settings

  • Title - Set survey specifi title. Used when there are archived surveys to easily recognize them in the list.
  • Start date - Date from which the survey will be active. If date is in the future, survey will be not accessible until then.
  • End date - Date until which survey will be active. If date is in the past, survey is not accessible anymore.
  • Status - Survey status can be forced to close (mostly used for survey maintenance).
  • Visible statistics - By default statistics are accessible ony for users with edit access. This option allows visitors to also grant access to the statistics (so statistics link can be shown in public).
  • Visible statistics on final page - If this is checked, statistics graph will be shown on the final page. Every visitor will be able to see it once he reached the end of the survey.
  • Guests answers stored - By default users answers are stored on each button click (Next or Previous), and guests answers are stored all at once, when guests reach Final page. This option forces system handles guests as users (answers stored per page).

Pages flow handling

 Normally all pages in survey are visible and the flow is strict - visitors goest from page 1 to page 2, then to page 3 and so on...
 But there 2 ways for this flow to be changed:
  1. Using hidden pages - If status of given page is hidden, this page will be skipped in the survey flow. When visitor clicks the Next button, first available visible page is shown. 
    Exception and only way to access hidden page is via conditions. If the conditions rules are satisfied, system will force the flow to "jump" to this hidden page and show it to the user. 
    For example:


  2. Using conditions - this technique can send visitors one or more pages ahead (jumping is possible only in head direction, visitors cannot be turned back, due to loop problems that may occur). As soon as visitor answer all the questions in a way that they match the condition rules, system activates "jumping" and visitor is sent to the desired page.

Conditions and hidden pages work pretty much the same, but in different situations it's easier for the survey structure to use one way or the other. Choosing which way to be used is related to the way survey structure is made and how the survey flow is expected to be.

Generating Embed Code area

 
  1. Use this without users identification - it simply creates and iFrame code that can directly be put on some external page (site) and it will show the survey, cleaned from the template survey site use (custom CSS can be added, as well as some extra settings to make it look as preferred). In this case all customers are processed as guests.

  2. If user identification is used, 2 extra parameter are passed via script, that allow user recognition. Paremeters "markers" are filled in the corresponding fields and after that, when this code is put on the external page (site), these markers must be replaced with unique id and some name (name is not necessarily unique). Parsing can be done via PHP or JS and markers must be replaced with information about current logged user on the external site. This is up to the external site admins/developers how they will replace properly this information.

When users are processed as guests, their responses are processed (added into the statistics) only when they reach the final page. Also they cannot turn back and edit their answers (except if Guests answers stored is checked).

 

If option 2 is set up, then users are know to the system and they can re-open the survey and edit what they have filled. System keeps the information they have filled, auto-fill it when they open given page and they edit what they want. Changes are reflecting the statistics. Their responses are processed on every page submit (when they click "next" or "previous" buttons).