Email Questionnaire 4.0 User Manual
Contents
1. Manx Egu G Matrix E O4 Terim Ex h Chat a iem moe df ve BER arh e mm Be Be http www compressweb com 14 CompressWeb Inc Setting Text Properties Use the General page to set the number of select items and edit their labels Set the font and color of the label on the Font page You can also change the font and color of all checked nodes in the design tree On the Position page adjust the alignment and layout of select items Alignment puts the item in the center left or to right of the page Checking Next To Previous will place this select item on horizontal pane next to the previous select item for the current question Must have answer Disable the questionnaire submission if the answer is not filled in Setting Checkbox Properties If the question allows recipients to make multiple choices you can use the Checkbox select type You can add up to 10 checkboxes at one time Or by simply clicking the icon next to Edit Label an Answer Library dialog box will appear It lists predefined answer types that if selected will be added to your answers for the current question set the font and color of the label from the Font page You also can change the font and color of all checked nodes in the design tree On the Position page adjust the alignment and layout of select items Alignment makes the select item appear on the left right or center of the page Checking Next To Previous will place this select item on2. LK Cancel Zepp Help Add more recipients after sending questionnaires To add more recipients after a questionnaire has already been sent to recipients you must first switch to either Survey or Report views Then the Add http www compressweb com 19 CompressWeb Inc Recipients command can be selected from the Survey or Report menus sometimes you may need to send the questionnaire again since parts of the recipients have not replied yet You could use add all non replied recipients to automatically add all recipients that are not replied yet Add more recipient Re send after the questionnaire are sent Send Again gy x Add all non replied Add Recitient e separate with recipients Ir pes Send Questionnaire To Add Remove Remove All cael _ Help lf you would like to remind the recipients to reply the questionnaire you could add the message in the Notification Message tab This message will be add into the questionnaire body during the sending process Send Format There are three kinds of email format that you could choose MIME Attach for All or Attach only HTML MIME format By default EQ will send email in MIME format except hotmail email accounts Since hotmail blocks some HTML syntax when users browse their emails EQ will send questionnaires as attachment You could specify a plain text version of the questionnaire in the message window This will be di
3. lt lt Previous 2 3 Next gt gt Gate s Find P EI ender Email Address lt eric compressweb com gt T ol ol Add Reply Choose Add Reply from the Data menu or the amp icon on the work area This will add a blank reply to the result database If you are conducting a phone survey or you need to enter the survey result manually you will need to add a reply first The new reply will be place in the 1 in the result database Delete Reply Choose Delete Reply from the Data menu or the icon on the work area This will delete the selected reply A dialog will be presented to ask you whether you want to remove this reply or not Once deleted the reply could not be recovered Update Reply Choose the 4 icon on the control panel When you need to modify the reply you will need to first answer the questionnaire as usual After that all answers have been entered instead of clicking on the submit button in the questionnaire click on the update button in the control panel to commit the changes If there is any field that has the must have answer property enabled you will need to enter the answers before you could update the reply Goto Reply Choose Goto Reply from the Data menu or the icon on the work area http www compressweb com 39 CompressWeb Inc This allows you to jump to a specific reply instantly Find Reply Enter the email address that you are looking for then click the icon to find When
4. Submit Reset Having problem to reply Visit the following URL to reply over web http www compressweb com egtest1 questionnaire html Questions Questions represent the fundamental components of the questionnaire Add new questions by right clicking on the page node in the tree layout view and selecting Question or Question Library For more information see Question http www compressweb com 7 CompressWeb Inc Creation Select Items Each question can contain select or comment items Select items require a response from the recipient of the questionnaire and are included in the generated reports For example checkboxes are one type of select item Add new select items by right clicking on question nodes in the tree layout view Six different types are available Once the select item type is chosen you can use the Answer Library to enabled the pre canned responses or design your own For more information see Select Item Creation Select items supported by Email Questionnaire Text example Check box example hot C valuel C value C values Radio button example List example radiol option for list 1 C radio option for list option for list 2 aption for list 3 C radio3 Matrix Example Matrix Example selecti select2 select3 questioni C E C question E E E TextArea Example http www compressweb com 8 CompressWeb Inc _ Multiple Selection Example Windows 3 1 Windows 95 Windows Y
5. Win2000 WinXP Browser IE5 and above Email Client Eudora Outlook Express Outlook Yahoo Mail hotmail http www compressweb com 2 CompressWeb Inc Questionnaire View Tocreate a new questionnaire simply click the New toolbar icon or select New from the File menu in the Questionnaire view You can then select the questionnaire template that you want to use from the Form menu By default the untitled template is chosen this gives the greatest flexibility over questionnaire design If a predefined template is chosen it can be modified to Suit the type of questionnaire you are designing Select the questionnaire template New Questionnaire If the predefined template selected contains predefined macros a dialog pop ups to let you specify the value For example the URL of a website or the company name Specify the values for predefined macros Edit the data source Click on the data to change its value Macro Name Value You could then choose the HTML template you would like to use Select the HTML template http www compressweb com 3 CompressWeb Inc x Templates Image Preview IS Gs RR mone hir default Bluekey Dekor TF F F F a je E B BRek Green hin Loft Orange TE I J E Le ba a E Hupk Red om yell Hack hm Tree Layout View The Tree Layout View is used to design the questionnaire Double click on the top most node you can set the properties Right clicking on the tr
6. Export Export replies to Excel file or CSV file See Export Replies for more information llect Repli Check for replies from pop3 server or Outlook Express immediately Add Recipien Send the currently active survey to new recipients not in the Original recipient list Extend End Time Extend the survey end time Stop Survey Stop to accept replies of the currently active survey Remov DN Remove the replies from database Report menu Only displays in Report view Chart Select the presentation format of Graphic Report Export Repor Export report to html file Html llect Repli Collect replies from pop3 server or Outlook Express immediately Add Recipien Send the currently active survey to new recipients not in the Original recipient list Extend End Time Extend the survey end time stop Survey Stop to accept replies Remov DN Remove the replies from database http www compressweb com 42
7. This i my firat viit here D ON Graphic Report There are several kinds of graphic reports that you could use This could be changed in Report Chart menu The available options are Bar Bar3D Pie Pie3D Line Line3D Bar Emei Cerkam G Report 1 j a h D T A F W kl 4 X a 4 li CA D R d SW KI a r Ki T LA LA a OK Sa A Si http www compressweb com Graphic 37 Bar3D KE gt Tris Sect Time End Tras 3 arabes SKS Mu 9 HAD 205 Ma IS LT Graphic Rejani 3D Bar Bar often do wa opt zur ak CompressWeb Inc Pie Til E Cap har ih tha lit BOOS Mer 8 LE 4 Haw often do yau weit oor site Hote atten do you Steel Awa i per nnn oper i Sei be Pe e rr oer ae cod Ga ok Lam ihan coms rem is mf tmir oi here respire Sgeeg braza voa Les thao a rett Tera mp recived ee http www compressweb com 38 CompressWeb Inc Data View Data View provides the capability to recreate the orignial questionnaire submission In addition to the questionnaire body Data View combines the questoinnaire reply and displays the same output just before the recipient submits You could then print or save the submission A navigation control panel is provided in the Data View You could use the panel to browse through the submissions search for a specific reply You could also manipulate the replies using the insert delete update buttons
8. ani os Email Questionnaire Email Questionnaire 4 0 User Manual 2007 6 27 CompressWeb Inc Introduction Email Questionnaire is an interactive email survey system Unlike other on line questionnaire systems that need a web server to construct distribute and manage results Email Questionnaire is totally email based It works with your existing email system making on line questionnaire surveys available to anyone with an Internet connection It is simple to use and will have you distributing questionnaires in a matter of minutes Overview Email Questionnaire is an easy to use tool that makes quick work of creating simple questionnaires that are distributed to recipients via email Questionnaire replies are also retrieved via email making the need for a web server obsolete If you use a non web based email email is retrieved through a mail client on computer then you can start using Email Questionnaire today EQ s powerful features include No web servers needed Mime standard supported Outlook Outlook Express integration Direct dispatch via SMTP Exchange Server Modify colour font alignment etc easily Tree layout makes questionnaire editing simple Templates for easily creating great looking questionnaires Questionnaire replies automatically retrieved using a number of methods Easy questionnaire management Various reports Extend or resend a questionnaire to new recipients anytime system Requirements OS Win98
9. another therefore the questionnaire is by default Allow Duplicate Replies Specify the end time of the questionnaire Send Mode Survey End Date 2006 11 survey End Time Moss 2 lf enabled a recipient could reply MF Allow Duplicate Replies multiple times hs lf checked the recipients are kept anonymous http www compressweb com 18 CompressWeb Inc Select your recipients There are several file formats that you could import and add as the questionnaire recipients Select from Windows Address Book Windows Address Book WAB is the one that Outlook Express uses If you are using Outlook Express as your email clients you could invoke its address book and select the recipients from it Import from CSV files The CSV Comma Separated Value file format is often used to exchange data between disparate applications Outlook also supports this format which means you could export your contacts to csv files and import with EQ You should use CSV files in favor of Excel files since it uses less memory during the import process Import from Excel files This is the file format used by Excel Use this file format if you have your email addresses stored in your Excel s worksheets Specify the recipients of the questionnaire n End Date Recipients Add Fecipient s separate with o CR Send Questionnaire To eric compressweb corm Add Remove Remove All
10. displayed after user submit the questionnaire F Thank You Microsoft Internet E l x File Edit View Favorites Tools Help f j X Ze p e GA Pa fii Back Forward Stop Refresh Home Address e http formmail compresswet Go Links gt Snagitt f The questionnaire result is delivered successfully Thank you for filling out this questionnaire If you have any opinions or comments please a L a DEER mn DEER eo ei Je E MD Internet If your EQ is not registered the formmail gateway will be disabled after 100 email replies The submission will result in a warning page to notify you about this http www compressweb com 22 CompressWeb Inc 10 x File Edit View Favorites Tools Help Ja Bs Ze Back Forward Stop Refresh Home Address e bt formmail compressweb Com foc Go Links Snagit EI You are not allowed to use CompressWeb Formmail gateway Please register our product first For support comments and suggestions please send an email message to supporti icompressweb com For more information on Email Questionnaire and other products from Compressweb please visit the www compressweb com site e Done E E Internet Al http www compressweb com 23 CompressWeb Inc Customization Question Library The same questions are often repeated when designing questionnaires To avoid repeatedly constructing questions Email Questionnaire allows adding q
11. same email address In this way you could not judge by the returned email address to know which questionnaire has been replied You could embed for each questionnaire a specific id and EQ will pass this id along the questionnaire You could then judge by this id to know which questionnaire has been replied Preview mail merge You can preview your data prior to performing the merge by clicking the Preview Mail Merge on the mail merge pop up dialog Select the recipients Before sending mail merge you must select the recipients from the Mail Merge dialog Select the recipients http www compressweb com 28 CompressWeb Inc Mail Merge o A Select and edit the data source click on the Send Mail Merge button to send Eric Shen ericecompressweb com H F Kelin Lal kelin compresswelb com el 2 Select the recipients for the sending process te me En m i ie ee ee ee ee mt n D Sending mail merge Click on the Send button to send out the questionnaires Send Mail Merge send Mode x Recipients eric oompressweb com KW Confirm the email addresses to be sent Add more recipients for the mail merge After a questionnaire has been sent successfully you will not be able to add more recipients from the Questionnaire View You will need to go to Survey View and from Menu Choose Survey gt Add Recipients You could click on the Add all non replies recipients to fasten
12. the process All recipients that have not replied yet will be selected http www compressweb com 29 CompressWeb Inc Import HTML templates EQ could import HTML files from your disk as HTML templates However there are several limitations regarding how the HTML is composed Cannot use external CSS Cascading Style Sheets files Cannot use Javascript Also you will need to add a tag manually in order to notify EQ to place the questionnaire generated The special tag is Insert_Questionnaire EQ will look for the tag in the template replace it with the questionnaire while keeping all the style font settings in the template intact If successful the new template will be placed along with other templates You could then choose Apply Template to use the new template There are two ways to import HTML template From Menu Form gt Apply Template Import HTML Template DG untitled Email Questionnaire File Edit View Form Tools Help i Open si Send Email Questinnaire Find Text Export Page to Html Questionnaires View CH TT QULVETY VIE Import Template us Mail Merge Fepart VT From Menu Form gt Import Templates Import HTML Template http www compressweb com 30 CompressWeb Inc Templates rima Preview d none him hau Buekey Oarbtsr He Queu lamnalre wanj a j 1 LS a Hack Lorepn tom Ligtilu Grange F 8 B 82 Pur
13. Area it is possible for the recipient of your questionnaire to type any extended response to a question For example a comment about something Use the General page on the property form to set number of TextArea s and edit their descriptive labels Set the font and color of the label from the Font page You also can change the font and color of all checked nodes in the design tree On Position property page adjust the alignment and layout of TextArea item On the Position page adjust the alignment and layout of select items Alignment makes the select item appear on the left right or center of the page Checking Next To Previous will place this select item on the horizontal pane next to the previous select item for the current question The size of the TextArea can be adjusted to suit the questionnaire layout The dimensions should be specified in pixels Must have answer Disable the questionnaire submission if the answer is not filled in Required Response Validation Required responses validation makes sure that respondents have filled out the surveys correctly In the survey design phase the designer can decide if the question must have answer or the answer must have value lf a question must have answer at least one of selects under the question node should be answered Some of select types have reply must have value attribute They can be Text Checkbox List or Multiple Selection Generally a checkbox with reply mu
14. Inc An example of the data source in Excel BA Microsoft Excel Book BERD RED BHD BAD ERO EEA eree KAN BE A Lk STE SI RS Snaglt Window i BIG X e y IQName Email Address 2 Eric Shen eric compressweb com 3 Kelvin Lai kelvin compressweb com Ee Specify the name of d f each column F f j nm a mme me on D Import the Data Source from csv or xls files After the data source is ready you could import them into EQ Import the data source file Mikil Merge E x Select and edit the data source click on the Send Mail Merge button to send Import data source from csv file lt al There are no items to show in this wiew Import the data source from Excel file lt eil Select a field that contains email address D Select a field that contain user ID lt 4 Select all non replied email addresses ZS Manipulate the data source Insert Data Insert a new record into the data source Delete Data Delete the current record from the data source http www compressweb com 26 CompressWeb Inc Edit Data Edit the current record of the data source Set As Default Set the current row as the default values of the data source Manipulate the data source Select and edit the data source cick on the Send Mail Merg E Name Email Addr NK Enc Shen ericgcorpres bk Kehn Lal kehingcompr k Delete Data Edit Data Select All as Reci
15. ally you could translate it to your native language Edit Questionnaire properties General Reply over Web bs Background Title Email Subject Leave blank for same as Title M Logo es set Logo as Link http Redirect Url Use with Compressyveb Form Email service SE Submit Button Text Reset Button Text Submit Reset OK Cancel Help Reply Over Web Property page When a recipient s email client does not support HTML emails or render the HTML email incorrectly the recipient may not be able to see or submit the questionnaire EQ provide a way to compensate this You could generate a web version of the questionnaire and put it in your website After that EQ http www compressweb com 5 CompressWeb Inc automatically put the URL at the end of the HTML version and also in the plain text version of the questionnaire When the recipients are unable to reply the questionnaire in the email client they could navigate to the URL and reply using their browsers Edit the Reply Over Web properties Reply over Web Background hg Reply over Web Fort Lid Ip ann compressweb com eq questionnaire htm Export Path CAExpor oe M Export with Image JK Cancel Url Specify the URL of your HTML files EQ will then automatically notify the recipients about this and they could use this URL to reply when they have problem to submit the questionnaire If t
16. d Using Collect Replies on Survey Report menu in Survey Report view has the same effect selecting a questionnaire in the Survey or Report view will display the results in either a tabular view or a report view The Survey view will contain each reply received the individual responses to each question are shown One row in the grid corresponds to one reply to the questionnaire You can export the data to Excel or a tab delimited text file format for further analysis To use this feature switch to either the Survey or Report view and choose the Export command from the Survey or Report menu The Report view shows a summary of the replies received It provides a graphical HTML based report After selecting a questionnaire the real time online report is displayed for that questionnaire The report is constantly http www compressweb com 36 CompressWeb Inc updated as questionnaire responses are received by Email questionnaire The type of chart bar chart shown can be changed from the Report Chart menu Use the Export Report To HTML command from the Report menu to export the report from the Email Questionnaire database HTML report Display the questionnaire result in HTML format HTML report example How often do you visit our site Humbe Zreouer et Percentage Graph Anae Every day 1 33335 D Sayeral times a waach D ON Atout once a week 3339 Several times a month 3339 OOo Less than once a month 0 0003
17. e save As save the opened questionnaire with a specified file name Edit User Defined Edit user defined questions in the library Question Library Print Print the view in the main window Print Preview Display the view as it would appear when printed Print Setup Select a printer and a printer connection Exit Exit Email Questionnaire Edit menu Copy Copy questionnaire components Paste Paste questionnaire components View menu Toolbars Manage the toolbar by Toolbar command Views Switch to different view Questionnaire View Survey View Report View and Data View Work Show or hide the work space Status Bar Show or hide the status bar Tools menu Configuring Email Questionnaire Options Global Options setting Help menu Getting help and information Help Topics Offers you an index to topics on which you can get help Online Help Get more information in our website Online Support Send an email to the product supporter About Display the version number of this application http www compressweb com 41 CompressWeb Inc Form Survey Report menus Form menu Only displays in Questionnaire view send Set survey end date and recipients Find Text Find text in the content of the questionnaire Export Page to Export the page you see in main window to html file Html Insert Template Set the background of the questionnaire See Insert Template Properties for more information Survey menu Only displays in Survey view
18. ee nodes allows the addition of questionnaire components pages questions select items and comment items The Windows drag and drop is fully supported within the application Questionnaire The top most node represents the questionnaire that your are editing You could change the following properties for the questionnaire Titlhe The HTML title that will appear when the questionnaire is sent as a HTML attachment Click The M button if you would like to add a Mail Merge field Email subject The subject of the email that the questionnaire participants receive Click The M button if you would like to add a Mail Merge field Logo The image that you could put on the top most of the questionnaire Usually it is an image file of your company logo Set Logo as Link Sets the URL property of your logo Therefore when users click on your logo the browser will navigate to the URL specified http www compressweb com CompressWeb Inc Redirect URL By default a Thank you page will appear after users click on the submit button of the questionnaire However you may display your own HTML pages if necessary Put in the URL of the HTML page in this field and it will appear after the questionnaire is submitted Submit button text Change the text the submit button displays Usually you could translate it to your native language Reset button text Change the text the reset button displays Usu
19. er if you choose to delete a previously deleted survey it will be deleted permanent Undelete Survey Use this command to undelete a survey Display deleted survey Use this command to see all surveys including deleted ones http www compressweb com 35 CompressWeb Inc Report View After dispatching the questionnaire recipients will fill out the form and submit the reply via the submit button on the questionnaire form Replies will automatically be collected by Email Questionnaire and added to the result database Before Email Questionnaire can gather replies the mail server options need to be correctly set See Mail Settings Send Format and Reply Method for more information on how to do this EQ can read the replies directly from the POP3 mail server See the Tools options menu command Then select the Mail Settings Incoming Mail property page The polling frequency can be set from this page In addition Email Questionnaire can read questionnaire replies from popular email clients Currently Outlook Outlook Express and Eudora are supported See the Mail Add In property page lf Outlook or Eudora is used replies will be automatically redirected to EQ when they arrive to your inbox lf Outlook Express is used EQ will periodically poll Outlook Express mailbox for questionnaire replies Clicking Collect Replies on the toolbar will poll the pop3 mail server or Outlook Express for replies assuming these retrieval methods are use
20. ezem C Every day e Lies G About once a week C Several times a week c Several times a month a A O Abel rere A manh A warning message to notify user that some answers are missing File Edit View Favorites Tools Help Back gt G QSearch Favorites eda Er GD Address ke httos Awww emailquestionnaire com fegi bin submit pl Go Links S Error Submission failed Microsoft Internet Explorer The required fields 7 must be filled in before you can successfully submit the form Please go back and try again The questions can be edited later if required by right clicking or double clicking on the question in the tree layout view after it has been added to the questionnaire This will enable the properties form The question font can be changed one at a time or as a batch Checking the checkboxes to the left of question nodes in the design tree will allow the batch option to be used Change the font inthe Question Properties dialog box and then select Apply To All Checked Nodes in Design Tree on the question property form http www compressweb com 11 CompressWeb Inc You can adjust the layout of questions by selecting Next To Previous on the Position page in the Question Properties dialog box Questions will be placed ona horizontal pane next to the previous question Alignment can align the question in the center left or right of the questionnaire To edit the question simp
21. g and TextArea Properties Setting Common Item Properties setting common Select Question item properties Change properties for the common items Question Properties Humber of questions Edit Question Question 1 Common litem Properties General page Set the descriptionlabel for the current item Background Page only for question properties Set the background color of the item http www compressweb com 13 CompressWeb Inc Apply To All Checked Nodes in Design Tree For Background and Font pages only Change the font and color for all checked nodes in the design tree Font Page Set the font color for the item Apply To All Checked Nodes in Design Tree For Background and Font pages only Change the font and color for all checked nodes in the design tree Position Page Alignment Align to the center left or right Next To Previous Place item on horizontal pane next to the previous select item for the current question Example of using Next to Previous option Radio button example using Next to Previous C radiol C radio C radio3 Check box example using Next to Previous FT valuel C yalue FT valuez Steps to change Next to Previous property Ouestionnaires pn List items 00 pagel O4 Teel example UW hou C radio Postion H ujin L Tl 0 Chock Log me ty Positron Figo ment Litt exemple CER
22. ge Introduction Mail merge primarily consists of two major components the Main Questionnaire and the Data Source The Main Questionnaire contains the information that will remain the same in each questionnaire and the Data Source contains all the variable information in the form of fields This is the information that will change in the Main Questionnaire when the merge is completed Along with the information that remains the same the Main Questionnaire also contains merge fields which are references to the fields in the Data Source When the Main Questionnaire and Data Source are merged EQ replaces each merge field in the Main Questionnaire with the data from the respective field contained in the Data Source The end result is a combination of the Main Questionnaire and Data Source You can also preview the mail merge without actually merging Using mail merge function to personalize the message tells your addressee it was meant specifically for him or her Email merge also reduces the chance that your message will be viewed as spam and deleted unread Prepare the Data Source The data source may be composed in CSV or Excel format It should contain a table with rows of items In addition it must include a Header Row that specifies the name for each field Generally you do not have to write the Data Source by yourself EQ supports the format exported by Outlook Outlook Express http www compressweb com 25 CompressWeb
23. he Question Properties dialog box will then appear Select the desired number of questions and edit the question text in the Edit Question view Add a question from the page node Pa Edt Mew Form Took Hap O won id 5 3 Al Zeen Bro O Email Ouosinnara Ke teeter tel ot EO Campressiveb Home Contact us Pair Repno P Question Properties Eu Number of questions 1 t Edit Question Check if the be answered Cancel Apply Help Must have answer Another way to create questions Is to right click the page node and select Question Library You can then select some pre defined questions The http www compressweb com 10 CompressWeb Inc question library is classified into six predefined categories plus the user defined one You can traverse and select the questions you want to add If the question must be answered before submission you could enable the option for Must have answer If respondent does not answer it correctly a warning message will be displayed Add questions from the predefined Question Library mkesha mh e x How often do you visit website C Every day e Several times a week Select the queshion About once a week za Ha vou want to all S to the tat hes Several times a month aretcy Less than once a month questionnaire appease 3 This is my first vist here Gest How frequently do you surf the Ae Web i Lag at D
24. his field is left empty you could manually send this URL to your recipients too Note that EQ will not help you to publish the HTML files to the URL You will need to copy the saved HTML files to your web server Export Path Specify the path where the HTML files will be saved If this field is not left empty EQ will generate a HTML version of the questionnaire to the path specified You could then copy this file to your web server Export with Images f selected EQ will create a directory called images which all GIF JPEG files are saved Then the HTML file will contain links to http www compressweb com 6 CompressWeb Inc these graphic files Otherwise EQ will generate a HTML that does not use any graphic files Since each questionnaire needs to have an email address to identify the recipients the exported version will contain an additional text input to let the recipients enter their email address This text input has the must have answer property turned on this means that the recipient will not be able to submit with this field empty An additional text input to specify the email address of the recipient Please input your email address EE How often do you visit our site Every dav When sending a MIME embedded email the URL will be placed at the bottom of the email with a short message to notify the recipient Notify the recipient to reply over web Fe eed r M ee Don t know Don t remember
25. horizontal pane next to the previous select item for the current question Setting Radio Properties If the question allows recipients to make only one choice from a number of possible selections then the Radio select type can be used You can add up to 10 checkboxes at one time Or by simply clicking the icon next to Edit Label an Answer Library dialog box will appear It lists predefined answer types that if selected will be added to your answers for the current question set the font and color of the label from the Font page You also can change the font and color of all checked nodes in the design tree On the Position page http www compressweb com 15 CompressWeb Inc adjust the alignment and layout of select items Alignment makes the select item appear on the left right or center of the page Checking Next To Previous will place this select item on horizontal pane next to the previous select item for the current question Setting List Properties The List select type is similar to the Radio select type in that only one answer from a selection is allowed However it has a more compact design that can Save space if the number of possible selections is large On the General page a label for the list can be entered if desired Enter list items from the List Items page Each list item must be entered on a separate line List items may contain spaces Or by simply clicking the icon next to Edit Label an Answer Library dialog box w
26. ill appear It lists predefined answer types that if selected will be added to your answers for the current question set the font and color of the label from the Font page You also can change the font and color of all checked nodes in the design tree On the Position page adjust the alignment and layout of select items Alignment makes the select item appear on the left right or center of the page Checking Next To Previous will place this select item on horizontal pane next to the previous select item for the current question Setting Matrix Properties For grouping related questions together the Matrix select type can be used This type of select item lays out questions in a grid Up to 100 questions and possible answers for those questions can exist in a matrix at one time After adding a matrix it is possible to directly edit the labels for the questions and answers on the property page The answer type can be either checkboxes or radio buttons The answer labels can use built in values by clicking the icon next to the Edit Labels box An Answer Library dialog box which includes general answers will appear Once selected the default values of the type selected will be used as labels for the question answers set the font and color of all labels from the Font page You also can change the http www compressweb com 16 CompressWeb Inc font and color of all checked nodes in the design tree Setting TextArea Properties With Text
27. ly double click it or use the right mouse button on the tree node and select properties To delete the question select Delete after right clicking Select Item Creation Right click on the question node in the design tree and choose Select from the popup menu After choosing a select item the Properties dialog box will appear Most Select items include property pages for General Font and Position Create a select item Eg untitled Email Questionnaire WE File Edit View Form Tools Help Questionnaires 5 0 My Questionnaire O yee Previous Questionn reas View Text Fe Comment Checkbox Survey View Delete i List Matrix Properties Text4 rea WE j Add inte Question Library Report View Right click A d Move Question Up ey pe to Move Question Down Insert Question Above Insert Question Below List Checkbox Radio and Matrix select types can take advantage of the built in Answer Library to make adding select items easy You can change the settings of select items at any time by right clicking on the select node and selecting Properties Add answers from the Answer Library http www compressweb com 12 CompressWeb Inc EE Insert from the Edit Label Answer IDrary Selecti For more information see Text Properties Setting Checkbox Properties Setting Radio Properties Setting List Properties Setting Matrix Properties settin
28. mesion ox The compressweb formmail gateway avoids the previous problem by using a formmail gateway in remote site Acting as a CGI program it redirects the reply to the sender s email account without using any email clients This method is generally better An additional option is available for Compressweb Form email service If your questionnaire is simple contain less than 30 questions or does not http www compressweb com 21 CompressWeb Inc contain lots of textareas you could use the Get method Since it is limited to 2048 bytes in its response length do not use it in complex questionnaires For complex questionnaire choose Post method instead However some email clients like Eudora does not support this Choose Get or Post as your form submission method Global Options Directories E Mail Settings 5 Qutgoing Mail ahoolMail Hotmail and Eudora don t allow html forms with Incoming Mail mailto method Hvour questionnaire s receipients want to use Mall add In Settir these email clients please use Compress veb Form email Service H Sounds Use SE mailto method gt Send Settings 5 Send Format Ge Use Compressweb Form email service Registered User Onk Aadress Book HTML Form Method Get Post Registration After the submission of the questionnaire a thank you page will display to notify that the reply is successfully sent Thank you page
29. onnaire and select Add Recipients Use the Recipients page to add new or resend to existing questionnaire recipients This can be done any time after a questionnaire has been dispatched Pressing Ok will send the questionnaire to the email addresses listed in the recipient list that are marked with an asterisk Once sent a sent notification will be displayed If the questionnaire contains many images the upload time to the SMTP mail server may take a while Extend End Time Choose Extend End Time from Survey menu or icon on the toolbar You can also right click on the questionnaire and chose the Extend End Time command http www compressweb com 34 CompressWeb Inc Use the End Date page to set the survey end date and if multiple replies from the same recipient are allowed Export to Excel CSV files Choose Export from Survey menu there are two options Excel or Tab Delimited files Stop Survey Choose Stop Survey from Survey menu or right click on the questionnaire and select Stop Survey The survey can be stopped before its scheduled end time All questionnaires can be extended when completed or prematurely halted Refer to the Extend End Time command Delete Survey Choose Delete Survey from Survey menu or right click on the questionnaire and select Remove Survey Use this command to remove the survey if it is no longer required Once deleted you could still see the deleted survey using Display deleted survey Howev
30. optimal answer if any are shown in the top of the window Then add as many score assignments as preferred answers For each assignment the score value can t be greater than the default score Add more answers setting More Answers __ Score the replies of survey participants Based on individual question scores and optimal answers assignment Email Questionnaire compares actual responses with to derive the score http www compressweb com 32 CompressWeb Inc For each question any responses matching to the assigned answer options can have an associative score value The highest one of them is regarded as the actual score that the question gets A sum of each question score is the total score the participant can get The calculated score is integrated into the score column of the reply table in Survey View In Data View an individual view of recipients replies is exactly presented Each question is annotated with correct or wrong symbol and the obtained score default score The question responses including one of assigned answer options will be marked a right symbol or wrong symbol Scores in Data View lt lt Previous D Next gt gt Goto ko Find kui Ei bender Email Address eqdemo compressweb com E aA Score 41 A Did the LOT Sense meet your educational or informational objectives f 10 pr 10 points right symbol total score which Yes the replier can get fo No Pleas rate each of the following ob
31. pients Unsekect All from Recipients Set as Default Preview Mail Merge bye Se ER i in ey i ua db dao OT ST Ban ball F Prepare the Main Questionnaire After the data source is ready you could start to prepare your questionnaire for mail merge You will need to add merge fields to places that need personal information When you are adding a question list item there will be a Merge Field button to let you insert the Merge Field to your questionnaire Insert the Merge Field Question Properties T Eont 2 Bagkground ae Position 2 Add the merge field http www compressweb com 27 CompressWeb Inc Specify the email address field Among the fields of the Header Row one of them represents the email address However EQ does not posses such knowledge Therefore you will need to specify the very field for EQ in order to extract the email addresses Specify the email address field Mail Merge M Select and edit the data source click on the Send Mail Merge button to send al Name Email Address Eric Shen eric compress eb com Kelvin Lai kelin compressweb com a D Click to select a field for the email address We Specify the eid of the es pacify the field of the email address abasic Select the one that contains email addresses D OS TL OT WE WE SWT WR TR Te ee E Specify the ID field sometimes you may send several questionnaires to the
32. ple Redhin velo black bm Auch J bar 4 PA ein Ten ee ee ee ee ee ee ee E 8 Scores Feature In addition to feedback collection you might need quantitative evaluation of study course satisfaction performance service health or personality profile score feature provides an efficient index for survey designer With setup scores evaluation forms can be easily conducted To setup score use the Setup Score command from Form menu in Questionnaire view Specify default scores and optimal answers All questions of the current questionnaire are listed in the Score dialog For each question you can specify a default score and optimal response Default Score is the maximum value the question can get Optimal Answer is generally the correct or optimal response to the question and assigned the default score Specity default scores and optimal answers http www compressweb com 31 CompressWeb Inc Very good Ski Accomodations SL Jee Location H Attendees Networking Opportuutes Once a value is set all assigned default scores will be automatically summed and displayed as the current score Target score finally should be equal to current score or the background color of current score will change from blue to red Add more answers setting Each question can have more answers and is allowed to setup scores for each answer In More Answers dialog the default score value and
33. s Windows ME Windows 20K Windows NT Comment Items Comment items are used for designing the form but do not participate in the generated reports E g pictures Add new comment items by right clicking on question or page nodes in the tree layout view Three types of comment items are supported Labels Separator and Images The examples of these comment items are listed below Example of Using Label Comment Item E Documents for Web Monitor LA 4 l Dear Sir Madam Thanks for your visitng to Waw compressweb Com We are sending this email bo notify you that our document ts ready Please kindly take some ime ro fill out the questionnaire and click the submit button to download our documents Why do you want to use Web Monitor For business o d E Pe ann AI Se Ke ae ler de bet be Bag ee ee oe ee EE ee hes ee hee ee na er Example of Using Separator Comment Item Fei m me te d dr mm A me E wii Aa e A A P H ir ml mm die A te EA bp T d A ml dr pn wiele em dem eu ee d d BR bs Thanks for your time Please click submit to download our documents Ek ui Example of Using Image Comment Item per ue eget eee te et eet ay j e ae ae OT ee se A a gt COMPRESSWEB submit reset http www compressweb com 9 CompressWeb Inc Question Creation The questionnaire is designed and edited through the tree layout Right click the page node and select Question T
34. splayed when the email client cannot render the HTML message therefore display the plain text version instead Attach for All Attachment in MHTML format http www compressweb com 20 CompressWeb Inc MHTML stands for MIME Encapsulation of Aggregate HTML Documents Basically it is a HTML achieve that includes HTML file and its related image files such as JPG GIF This format is supported by Internet Explorer 5 0 or above versions Recipients will need to download it and open with Internet Explorer Attach only HTML Attachment in HTML format lf your respondent could not view either MIME nor mhtml format you could send the questionnaire in plain HTML without any embedded graphic file This is the compatible with all OS platforms which should work as long as the respondent has a browser installed Reply Method There are two replying methods that you could use mailto or compressweb formmail gateway The mailto method uses recipients email clients to send the reply back to the sender This is generally not reliable since many email clients does not support this syntax Eudora for example Also some email clients may display strange warnings which may raise security concerns E GEM TS ai Zeg D LE Toe Mee TS x deme preter ad Gan FREE EE Ls Submitting the form wi reveal your emal address te he r cent and wil send the form data without encrypbng it for privacy You may continue or cance th sub
35. st have value is used to make sure that the respondents have read the term and agree it If required responses aren t answered a warning message will be shown http www compressweb com 17 CompressWeb Inc Sending to recipients After designing the questionnaire you can then send it to recipients To send the questionnaire use the Send command from the Form menu To send a new questionnaire the current view must be Questionnaire view Each time a questionnaire is dispatched a new questionnaire database is created Specify the End Time Survey End Date Survey EndTime You will need to specify the end time for the questionnaire As the time expires all the replies that EQ receives will be dropped You will not be able to see the result in EQ Allow Duplicate Replies Sometimes the recipient may reply the questionnaire several times If you would not like this situation to happen you could uncheck this option Then EQ only accepts the first reply for each email address All other replies will be dropped for the same email address Anonymous Survey Some companies may impose restrictions that all recipients should be kept anonymous in the survey To achieve this you will need to use Anonymous Survey All replies will not contain the recipients email address EQ will display anonymity as recipients email address in the Anonymous Survey However since the replies are anonymous EQ could not tell one reply from
36. tained score defualt score Very Good Neutral Poor WA d good ATA YA 5 points 10 points s t t Y speakers 10 points 10 points fs 2 CS W Accomodations 3 points 10 points S e W Location 3 points 10 points 2 s A B W attendees 5 points 10 points e E E E A A e Networking Opportunities 0 points 10 ints wrong symbol http www compressweb com 33 CompressWeb Inc Survey View All questionnaires active and finished are listed in the top window of the Survey View The survey title end time open period and total number of replies are listed Selecting a questionnaire will show the recipients in the right hand window Collect Replies Choose Remove Survey from Survey menu or icon on the toolbar This will collect email replies directly from the POP3 mail server or from Outlook Express assuming these questionnaire response retrieval methods have been enabled from the Tools Options menu command Remove selected Replies sometimes you may have some testing or duplicate replies in the questionnaire result You could delete them in the Survey View For each reply it has a checkbox in front of it If you want to remove the specific reply first check on the reply then from EQ Menu Survey gt Remove selected replies Adding Recipients Choose Add Recipients from Survey menu or the Add Recipient icon on the toolbar The Send Again dialog will appear You can also right click on the questi
37. there are huge amount of replies in the result database Find Reply helps you to locate specific reply quickly The search string you entered could use wildcards to represent any characters A wildcard is a character that may be used in a search term to represent one or more other characters The two most commonly used wildcards are the question mark andan asterisk The question mark may be used to represent a single alohanumeric character in a search expression For example searching for the term ho se would yield results which contain such words as house and horse An asterisk may be used to specify zero or more alphanumeric characters For example searching for the term h s would yield results which contain such words as his homes houses Export the result to HTML Choose Export Data to HTML from the Data menu After viewing the individual reply you could choose to save it to disk then send it to others or backup it for later use Print the result in HTML Choose Print from the File menu Since the Data View provides the same output as recipient s submission you could print the result to in order to have further processing http www compressweb com 40 CompressWeb Inc Command Reference Menus Files menu New Create a new questionnaire Open Open an existing questionnaire Save save the opened questionnaire with its current file nam
38. uestions to the question library This can save time by avoiding the need to construct the same question layouts again and again To add a question to the question library simply right click on the question then select Add Into Question Library Add the question to Question Library o peo radio Select Sein Commeni i o D Check box eai Delete e OE valuel OA value S BR IC yalue3 List example 04 Matrix Example Add into Question Library Froperties Adding questions from the question library is easy Right click on the page nodes in the tree layout view and select the Question Library command You can edit the questions in the question library any time by selecting the Edit User Defined Library command from the file menu Insert question from Question Library CONS List items lt lt Previous BO ar e Question Question Library ae Comment LEE Delete o D Cl 2 D Properties Apply HTML Templates There are dozens of HTML templates available It can be set in Form menu then choose Apply Template http www compressweb com 24 CompressWeb Inc Export page to Html You can also export the questionnaire to html by selecting the asterisk in the panel at the top of the questionnaire layout view Then from the Form menu select Export Page to Html Individual pages can be exported by selecting the page number you want rather than the asterisk all pages Sending Mail Mer
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