Quick GuideLaunch a Survey via Online Panel Access

Using external, quality assured online consumer panels

Surveygoo 2012 (c) Surveygoo online survey software 1

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>> Quick Guide / Contents

Learning Objective

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Page 3.Page 4.Page 5.

Adapting a Questionnaire Template

Define Survey Design Survey

Page 7.

Design Survey: Demographic Questions

Page 8.

Online Panel AccessOnline Panel Access: Getting a Quote

Page 9.Page 10.

Design Survey: Qualifying Questions Page 11.

Qualifying Question: Routing Instruction Page 13.

Qualifying Question: Define Instruction Page 16.

Conditional Routing: Main Questionnaire Page 18.

Conditional Routing: Preview Questionnaire Page 22.Questionnaire: Select Design Theme Page 23.

Launch Survey Page 25.

Launch Survey: Select Sample Page 26.

Launch Survey: Pause and Relaunch Page 28.

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>> What? / Learning Objective

Learning Objective

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Learn how to launch a survey using an externalconsumer panel.

At the end of the tutorial you will know how to:

>> Use Online Panel Access>> Get a Price Quote for using Online Panel Access >> Adapt an existing questionnaire template >> Set a Qualifying Question>> Add Conditional Routing>> Target and Launch a survey via Online Panel Access

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>>What? / Online Panel Access

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Online Panel Access is a function within Surveygoo which connects surveys with targeted, quality assured survey respondents.

Surveygoo provides direct access to hundreds of quality assured online panels. There are over 7 million panelists in 40 countries who participate in online surveys. All panels are provided by Cint, a leading supplier of online research panels.

Feasibility and Price CalculatorTo get an idea of costs and feasibility for running a survey via Online Panel Access, go to the Prices Page in the Features menu of the website.

At the bottom of the page the Feasibility and Price Calculator box allows you to check costs. Enter country, region, no, of completes as a minimum and advance, pressing continue until the end. Note, only some of the targeting criteria available are shown in the Feasibility and Price Calculator. Additional options are available in the survey launch view when logged in to your account.

The Price Calculator confirms the cost, likely delivery time and the current number of available respondents to take the survey.

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>>What? / Online Panel Access: Getting a Quote

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Step 1: Basics TabCountry: Country to be targetedRegion: Select All for a representative spread across all regions, or narrow the focus to select regions. No. of Questions: type in no. of questions.No. of completes: select desired number of completions.Gender: Both or select male or female.Min Age: Minimum age typically 16 upwards.Max Age: Maiximum age typically up to 70.

Step 2: Profiling TabOptions include:-Education level-Occupation Status- Household income

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>>What? / Online Panel Access: Getting a Quote

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Step 3: Overview TabSummarises profiling criteria selected and costs.Price: in GBPDelivery Time: estimated fieldwork time to getcompleted survey responses.Available respondents: Number achievable at thistime and guaranteed to complete the survey, against required targeting profile.

*NOTE: The narrower the criteria, the fewerrespondents will be available. e.g. 1,000 peopleall regions, both gender and no age restrictions iseasier to target than 16-25 year old girls in theMidlands.

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>>What? / Adapting a Questionnaire Template

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Questionnaire Templates provide a quick method for re-using a questionnaire for a new survey. They can be adapted with addit ional q u e s t i o n s , o r e x i s t i n g questions can be modified. The Questionnaire Template can be launched with external or own sample.

For this example we will use the Questionnaire Template, “Poll - School Holidays”. It is a survey aimed at parents, on the subject of school holiday.

Click on Create Copy to clone the survey.

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>> How? / Define Survey

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Step 1

Having clicked on Create Copy the Define Survey page appears.

Enter Survey Title.

Step 2Select Category.

Step 3Select Sample Source.

You will be buying access to an external sample of quality assured survey respondents. To select panel sample from Online Panel Access, select the External Sample tab.

At this stage we select the number of respondents, and the Country the survey will be directed to.

To c h a n g e t h e n u m b e r o f respondents click on the + to increase or the - to decrease the required number. The quickest way is to click to edit and type in the number of required respondents. In this case we have selected 500 people in the UK. More precise targeting criteria will be set later.

To advance to the Design Questions stage, click on Next.

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>>How? / Design Survey

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The second step is to design the survey: in this example we are using all the questions pre-definedin the questionnaire template.

Tasks:

1) Check Demographic Questions: It is recommended that age, gender and region information is collected using the pre-set Demographic questions.2) Add a Qualifying Question: Specify a qualifying question to specify relevant audiences when using Online Panel Access. e.g. to check that respondents have children in the correct age group.3) Add Question Routing: Sets question routing for the questionnaire. Create your survey questions first.

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>>How? / Design Survey: Demographic Questions

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Setting Demographic Questions: Using External Sample If you choose to use External Sample (Online Panel Access), you will have fewer preset options in the Demographic Questions. This is because our panel partners do not permit questionnaires which capture the contact information of the respondents.

You have the option to include your own demographic questions in the main questionnaire, giving you the flexibility to collect different bands or codes (e.g. age bands or regions, or any other category data set by you)but we recommend basic information on age, gender and regionis pre-selected from the Demographic Questions section.

In the Poll - School Holidays Questionnaire Template, age, gender and region is already selected for the questionnaire in the Demographics section. When the survey is completed, these demographic fields willappear in the data tables, so that answers can be compared across thedemographic groups.

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>>What? / Design Survey: Qualifying Question

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A Qualifying Question can be added for surveys undertaken with external sample provided by Online Panel Access.

What is a Qualifying Question?Surveys can be directed to a general population, or they can be directed to a specific demographic (e.g. by age or region). In addition, it is possible to set a Qualifying criteria to take part in the survey. For example, a survey among users of Facebook.

Why use a Qualifying Question?If we only wanted to conduct a survey among users of Facebook, we need to set a Qualifying Question so that only people whouse Facebook are counted. Those who do not use Facebook would be screened out and would not count towards the total cost of the sample.

In our example, Poll - School Holidays Questionnaire Template, we ask a question to check that the respondent has children in the relevant age group. We ask the Qualifying Question even though we will use age of children targeting criteria when selecting our sample, as a way of double checking that we are reaching the right audience. Although we can target parents with children born in the correct years, the Qualifying Question will (a) verify this and (b) check that the children live at home with the respondent.

*NOTE: Qualifying Questions must berelevant to at least 30% of individuals answeringthe question. If the incidence is below 30%you may be asked to pay a high cost or begiven the choice to cancel the order.

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>>How? / Design Survey: Qualifying Question

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Qualifying Question: For the qualifying question complete the following fields:

Enter Your Question: type in question here.Enter Your Answers: type in answers in the boxes.Add Answer: Click to add an answer box.Red Cross: delete answer or the question.Save: click to save question.

Step 1

To set up a new Qualifying Question,click on the Qualifying Question link. Since a Qualifying Question has already been created in this Question Template, the existing QualifyingQuestion is displayed in the Design Survey pageat the top of the page, before the survey questions. Note, we can only have one Qualifying Question for a survey.

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>>How? / Qualifying Question: Routing Instruction

The saved Qualifying Question is displayed in the Dashboard. We are now ready to add a Conditional Routing for the Qualifying Question.

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W h a t i s C o n d i t i o n a l Routing?

Routing is used to direct the flow of the questions seen by the respondent, based on previous answers given. e.g. if the respondent does not have any pets at question 1, the person is screened out of the survey, or continues to the next relevant question.

It is called Conditional Routing because defined conditions have to be met inorder to trigger the specified routing.

Why do I need to use Conditional Routing?Routing is only necessary if parts of the questionnaire are only relevant to groups of respondents. If all respondents are eligible to answer all the questions, then it is not necessary to set Conditional Routing. Secondly, conditional routing is required when we set up a Qualifying Question.

In our example , Poll - School Holidays questionnaire template, we need to set up two Conditional routings related to the Qualifying Question.

1) If the respondent has children between 5 and 14 living with them at Q1, they continue to page 1, which has the first question.2) If respondents do not have children in the age group, they are screened out of the survey.

Note: Although cloned questionnaire templates can include a Qualifying Question, the actual routing for the Qualifying Question will need to be added each time the questionnaire template has been copied for a new survey.

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>>How? / Qualifying Question: Routing Instruction

Step 2 Click on Question Routing

The qualifying question appears.Click on the question.

Step 3 Click on Add New Instruction

Step 4 Click on Page 1

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>>How? / Qualifying Question: Routing Instruction

Step 5 Click on Answers to be used to set the qualifying conditions.

If they have children between the age of 5 and 14 living in their household (e.g. Yes) click this option.

Click Done.

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>>How? / Qualifying Question: Define Instruction

Step 6 Click on Define an action forInstruction 1.

The qualifying question and Instruction is displayed in the Dashboard.

Step 7

Click on Go To Page or Screen Out. In this example the qualifying respondents will go to page 1.

Click Page 1 to route the questions here, and click Done.

Step 8

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When the action has been added, it will confirm the Action in the Question Routing Page (e.g. Instruction 1: Skip to Page 1)

Step 9

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>>How? / Qualifying Question: Define Instruction

We now need to set up an additional routing instruction to screen out those people who do not have children between 5 and 14 living at home.

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When the Instruction has been added, it will confirm the Instruction in the Question Routing Page. Look for Instruction no.2, then click onAdd an Action.

Step 12

Step 10

Step 11

In the Instruction pop up box, se lect the answer “No” for Q1, and click Done.

Step 13 Select Screen out, then click on Done.

Instruction no.2 will now show the Action as,“Screen out” on the Question Routing page.

We have now set up two instructions relating to our Qualifying Question: to proceed with the survey if the respondent has children, or to screen out if they do not.

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>>What? / Conditional Routing: Main Questionnaire

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Why do I need to use Conditional Routing?In our example , Pol l - School Hol idays questionnaire template, we have already set up two Conditional Question routings relating to the Qualifying Question.

If we have other relevant routings in the main questionnaire, we will need to add Question Routing.

In our example, the questionnaire flow works better if we add a routing at Q5, on Page 2 of the questionnaire.

Question 5 asks what activities were undertaken. If the respondent did not go on holiday, then we will not want to ask Q6 on page 3, because it has a question which is only relevant if they had gone ona UK or overseas holiday.

Tip: Plan your routings when designing the questionnaire. When you have scripted your survey in Surveygoo, take a few minutes to preview the questionnaire to make sure you haven’t missed out any logical routings.

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>>How? / Conditional Routing: Main Questionnaire

Step 1 Click on Add New Instruction.

Step 2 Select Question 5 which is on Page 2. Note: it is also shown as Q2 in blue, because it is the second question on page 2).

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>>How? / Conditional Routing: Main Questionnaire

Step 3 Set instruction: Tick “Didn’t go on holiday - stayed at home” and click on Done button.

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>>How? / Conditional Routing: Main QuestionnaireAdd an Action: In the dashboard view the New Instruction, no 3. Click on the Define button to add the Instruction Action.

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Step 4

Step 5

Define an Action: In the Define Action Box, choose from three options:

Go to Page: To route to another page in the questionnaire to answer relevant questions.Complete the Survey: to set the survey as complete.Screen Out: the respondent is disqualified from the survey and is screened out.

In our example, for respondents who didn’t indicate that they went on holiday at Q5 (on page 2) , we will route them to Page 4, which has questions which are relevant to them.

Click on the Done button. The action will be displayed in the Routing Page.

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>> How? / Conditional Routing: Preview Questionnaire

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Preview SurveyBefore you launch the survey, you can preview the full survey to see how it will appear to respondents. Now is the time to make sure you are happy with the questionnaire, or make final amends. When you launch the survey you will be prompted with the warning that further changes cannot be made once the survey is launched.

In this case, we want to check the Qualifying Question andConditional Routing defined at question 5/page 2 is workingcorrectly.

Step 1

Click on Preview Survey.

Click on Launch Surveyin the Dashboard.

Step 2

Step 3 Review Survey and checkall relevant routings.

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>>How? / Design: Select a Theme

You are now ready to pick from one the pre-designed theme designs, to give your survey a great look.

Step 1 Click on the Choose Your Template drop down box.

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>>How? / Design: Select a Theme

Step 2 Scroll down to the bottom of the Dashboard page to review the Theme Design.

Step 3

Use the pre-set settings for the theme, or you can modify the Frame, background and progress bar properties.

Step 4

Click the Next button to go to save the theme and go to the Launch Survey Page.

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>>How? / Launch Survey

Having designed your questionnaire and set desired routings/qualifying question, you are ready to launch the survey.

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Step 1: Go to Launch PageClick on the Launch Survey Tab at the top of the Dashboard.

Step 2: Final Check of SettingsExternal surveys do not need the email template.

If you have set a Qualifying Question it will be automatically ticked.

Step 3: Preview SurveyBefore you launch the survey, you can preview the full survey to see how it will appear to respondents. Now is the time to make sure you are happy with the questionnaire, or make final amends. When you launch the survey you will be prompted with the warning that further changes cannot be made once the survey is launched.

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>>How? / Launch Survey: Select Sample

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Step 4: Select Sample and Confirm CostNumber of questions will be pre-set. The number of interviews are pre-set, although can be changed. All other selections can be changed.

The cost and estimated time to complete the survey are displayed.

In this example, we need to go to the Household tab to select people with at least one child, and we also specify the ages of children born between 1998 and 2007 (e.g. from the year 2012, working backwards that would ensure we have children between the age of 5 and 14.

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>>How? / Launch Survey: Select Sample

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Step 6: Pay and LaunchClick on the Pay Now button when you are ready. You will be prompted with a warning, that you cannot edit the survey once launched. Click OK if you agree, and you will then go to the Pay Pal Payment Facility.

Step 5: Check Price and FeasibilityClick on the Continue button when you are ready. In this example the cost is £995, it is estimated to take 2 - 3 days to complete, and there are 2,625 respondents in total. This refers to the total number of people who could be guaranteed to complete the survey. So if you wanted to complete 1,000 or even 2,000 interviews or more, it would be possible against the selection criteria.

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>>How? / Launch Survey: Pause and Relaunch Survey

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Pausing and Relaunching a Survey Using External Panel SampleIt is possible that a survey may need to be modified before it is approved for full launch. Surveygoo is partnered with Cint, which provides quality assured online panels. When a survey is launched using Online Panel Access sample, Cint will review the questionnaire. If some changes are required to the questionnaire you will be notified by Surveygoo or Cint project managers. You will have the opportunity to make changes to the survey and relaunch the survey.

Step 1: Locate Survey to re-launchClick on the My Surveys Tab at the top ofthe Dashboard. Locate the relevant survey,then click on the rocket icon. You will be askedto confirm the relaunch.

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>>How? / Launch Survey: Pause and Relaunch Survey

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Step 2: Edit SurveyMake required changes to the survey.

Step 3: Launch SurveyYou can now relaunch the survey.

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