Share Survey

[ Table of Contents ] [ Overview ] [ Setup Survey ] [ Setup Respondents ] [ Fine Tune Survey ] [ Conduct Paper Survey ] [ Conduct Phone Surveys ] [ Conduct Web Survey ] [ View Results ] [ Analyze Results ] [ Share Survey ]

Do you want to share your survey or your survey responses with another SurveyGold user? Using SurveyGold Professional Edition you can easily export your survey (and optionally responses) into a survey definition file that can be imported by any other SurveyGold user. 

Note: Survey sharing is a feature available beginning with SurveyGold 7. It is not available in SurveyGold prior to version 7.

• Understanding the Survey Definition File

Surveys are shared via the Setup Survey feature by exporting a specific survey into a special file known as a "survey definition file." This file is saved as an XML file to a folder that you specify. This file can subsequently be imported by any SurveyGold Standard Edition or Professional Edition user.

Note: Only SurveyGold Professional Edition users can export a survey definition file.

A survey definition file contains, at a minimum, all of the attributes of a specific survey, such as the name of the survey, the sections, the questions and choices. Exporting a survey definition file makes it possible to share your survey with any other SurveyGold user (Standard or Professional) so that they may quickly import the survey and begin conducting it immediately via any means they choose (e.g., web, paper or phone.)

In addition to all of the survey attributes, a survey definition can optionally contain all of the responses associated with a specific survey. Exporting a survey definition file and including responses makes it possible to share your survey responses with another SurveyGold Professional Edition user so that they can quickly import the survey and responses. The SurveyGold Professional Edition user can then view and analyze the responses of the survey. 

If the SurveyGold Professional Edition user who is importing the survey definition file already has a survey identical (e.g., the survey definition matches exactly) to the one being imported, the user is given the option of merging the responses from the survey definition file into their existing set of responses. SurveyGold Professional Edition is careful to make sure that any responses being imported do not already exist, thereby eliminating the possibility of unintentionally creating duplicate responses.
 

Note: If a SurveyGold Standard Edition user imports a survey definition file that contains responses, SurveyGold Standard Edition ignores the responses and only imports the survey. Importing of responses is a feature only available to SurveyGold Professional Edition users.

Here is a summary of the survey definition file features available in SurveyGold: 

	Export Survey	Import Survey	Import Responses
SurveyGold Standard Edition	No	Yes	No
SurveyGold Pro Edition	Yes	Yes	Yes

• Exporting a Survey Definition File

  Any SurveyGold Professional Edition user can quickly export a survey definition file to share with any other SurveyGold user. The following example explains how to export a survey definition file.

  Note: When you export a survey definition file, the survey is not deleted from your SurveyGold product. The survey definition file is saved as an XML file to a folder that you specify. This file can the be distributed to another SurveyGold user via email attachment or by copying the file to a CD or to a commonly accessible folder on a network.

  You must lock and password protect your survey before you can export it. The ensures that other SurveyGold users cannot alter the survey without your permission.  

  	Step 1 - From the SETUP SURVEY tab, right-click on the survey that you want to export. Select "Export..." from the popup menu.
  	Step 2 - When the "Save Survey As Export File" window appears, verify that the survey definition file name is to your liking. Note: SurveyGold automatically names the file using the survey name (removing spaces from the name to make it work better on a web site). However, you may rename the file to any name of your choosing prior to clicking "Save".
  	Step 3 - Click "Save". A window appears that allows you select how you want your survey exported. Your only available option is: Include responses Checking this checkbox causes any responses associated with the survey to be included in the exported survey definition file.
  	Step 4 - Click "OK". The survey definition file is saved as an XML file to folder specified in Step 2. You may now distribute the file to any other SurveyGold user via an email attachment or by copying it to a media or folder accessible by your intended recipient.

• Importing a Survey Definition File

  Any SurveyGold Standard Edition or Professional Edition user can import a survey definition file. SurveyGold Professional Edition users can optionally import any responses contained in a survey definition file.
  

  Note: If a SurveyGold Standard Edition user imports a survey definition file that contains responses, SurveyGold Standard Edition ignores the responses and only imports the survey. Importing of responses is a feature only available to SurveyGold Professional Edition users.

  
  

  	Step 1 - From the SETUP SURVEY tab, right-click on the Survey folder or on any survey. Select "Import..." from the popup menu.
  	Step 2 - When the "Import Survey" window appears, specify the folder name in "Import from:" that contains the survey definition file that you want to import. The "Select a survey file to import:" list box lists all survey definition files that are present in the "Import from:" folder. Select the survey definition file that you want to import. The actual survey name contained in the survey definition file is presented in the "Survey name:" field to help you verify that this is the survey you want to import. If the survey definition file that you are importing contains responses, then two options are available for you to select: Import responses This option is only enabled if responses are present in the survey definition file being imported. Checking this box causes the responses to be imported along with the survey. Merge with existing survey This option is only enabled if responses are present in the survey definition file being imported and if the survey being imported exactly matches an existing survey in Setup Survey. Checking this box causes the responses being imported to be merged with the existing survey in Setup Survey that exactly matches the survey being imported. After selecting the survey definition file and your preferences, click "OK" to import the survey definition file.
  	Step 3a - If an existing survey in Setup Survey exactly matches the survey being imported and you did not select the "Merge with existing survey" option, SurveyGold requires that you rename the survey being imported to another name. This is because SurveyGold cannot have two surveys with the exact same name in Setup Survey. Enter the new name for the survey and click the "Continue" button.
  	Step 3b - SurveyGold imports the survey into Setup Survey from the survey definition file. A summary window appears displaying progress and completion information. You can now conduct the survey or view responses using the survey you just imported as if you had setup the survey yourself.

   

This concludes the SurveyGold User Guide. Return to the Table of Contents