SurveyGold 8 User Guide  Table of Contents

[ 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 ]

Need help getting started? Having trouble figuring out a feature? Want to learn more about what SurveyGold can do? Then you have come to the right place. The SurveyGold User Guide contains step-by-step instructions explaining how to use software features. Most steps contains a "thumbnail" picture that when clicked on expands to a large picture for you to review.

Table Of Contents

1. Overview
   • Navigating SurveyGold
     • Using the Tool Bar
     • Using the Tab Folders
     • Using the Popup Menus
   • Getting Help
   • Terminology

2. Setting Up Your Survey
   • Naming Your Survey
   • Creating Your Survey Sections
   • Creating Your Questions
   • Specifying Respondent Data to Collect in Your Survey
   • Setting Up Scoring / Creating an Exam
   • Setting Up a Weighting Index
   • Locking Your Survey to Prevent Modification or Access to Optimal Answers
   • Unlocking a Locked Survey

    

3. Fine Tuning Your Survey
   • Reusing a Section or Question from Another Survey
   • Reordering Sections or Questions
   • Skipping to Other Questions Based on a Response
   • Previewing Your Printed Survey Questionnaire Form
   • Printing Your Survey Questionnaire Form
   • Making a Copy of Your Survey
   • Saving Your Survey Questionnaire Form as a Text File
   • Saving Your Survey Questionnaire Form as a Microsoft Word™ Document
   • Saving Your Survey Form as a Web Form and Publishing It
   • Tweaking How Your Web Survey Appears
     • Formatting Choices as Radio Buttons, Checkboxes, Drop-Down Menus
     • Formatting Fill-in-the-Blank Questions
     • Specifying Font and Color Preferences
     • Specifying a Custom Response Confirmation Message
     • Specifying a Custom "Required Field(s) Missing" Message
     • Include a "Clear All Responses" Button to Reset the Form
     • Creating a Matrix of Questions with the Same Choices
     • Pre-populating Fields in a Web Survey Form Using a Query String

    

4. Setting Up Your Respondents
   • Creating Respondents in the Respondent Master List
   • Using Custom Respondent Data Fields
   • Importing Contacts from Microsoft Outlook™
   • Creating a New Respondent Group
   • Copying Respondents from Other Respondent Groups
   • Creating Anonymous Respondents
   • Associating Respondents with a Survey

    

5. Conducting a Phone Survey
   • Selecting a Respondent
   • Contacting a Respondent
     • Scheduling a Return Phone Call
     • Verifying Contact Information
   • Asking Questions / Entering Responses
     • Selecting Responses
     • Capturing Comments
   • Concluding the Survey

    

6. Conducting a Paper Survey
   • Adding a New Respondent
   • Entering Respondent Information
   • Entering Responses
     • Selecting Responses
     • Capturing Comments
   • Concluding the Survey

    

7. Conducting a Web Survey
   • Using the "Record" Web Survey Processing Feature
   • Using the "Email" Web Survey Processing Feature
   • Distributing the Web Survey Form to a Respondent
   • Automatically Importing Web Responses

    

8. Viewing Your Survey Results
   • Selecting a Survey to View
   • Selecting a Question to View
     • Selecting a Question from the View Results Tab
     • Selecting the Previous or Next Question While Viewing Results
     • Selecting Any Question in the Survey While Viewing Results
   • Viewing Question Responses
     • Understanding Why Results Show as Either Graphs or Lists
     • Viewing Response Comments in Detail
     • Drilling Down for a List of Respondents
     • Drilling Down Further for a Completed Respondent Questionnaire
   • Manipulating Results Data
     • Viewing Subsets of Responses
     • Filtering Responses
     • Memorizing a Filter
     • Applying a Memorized Filter
     • Removing a Memorized Filter
     • Making Comparisons by Viewing Multiple Series
     • Using the Slider to Quickly Jump to a Particular Question
   • Printing Responses to a Question
   • Saving Responses to a Question to Other Data Formats

9. Analyzing Your Survey Results
   • Selecting a Survey to Analyze
   • Selecting an Action to Perform on the Survey Results
     • Converting Responses to Other Data Formats
     • Creating a Cross-Tab Chart from Any Two Questions
     • Creating a Graph of All Responses in a Section
     • Listing All Completed Questionnaires 
     • Creating a Tabular List of Respondents
     • Creating a Tabular List of Results Showing Response Counts and Percentages
     • Creating a Tabular List of Respondent Scores
     • Creating a Weighting Index Analysis
     • Publishing a Report of Survey Results Using Web Pages
     • Publishing a Report of Survey Results Using Microsoft Word™

    

10. Sharing Your Survey
    • Understanding the Survey Definition File
    • Exporting a Survey Definition File
    • Importing a Survey Definition File