Survey Analytics VP of Client Services Esther LaVielle guides us through another Education Hour to see some of the new and exciting features and how you can apply them today. You may have noticed some changes in the look and feel of Survey Analytics. That's because we recently rolled out Bootstrap 3. Watch the replay to hear more on this as well as the topics below. Some topics this month include: Survey Analytics SurveyPocket SurveySwipe Panel Thank you for being a part of the Survey Analytics April 2014 Education Hour!

1. EDUCATION HOUR
April 2014
Thursday, April 24, 14

2. Agenda ...
“WELCOME!”
1 hour Monthly overview of tips and tools to make the
usage of Survey Analytics more efficient and even fun to
use to meet your research goals.
We will meet every month.
All Clients Welcome!
Debut new products/services now available to all current
clients
Great way to review enhancements to existing license!
Thursday, April 24, 14

3. AGENDA
• Tips on how to use a Multi-Deployment
Strategy using Survey Analytics
• Bootstrap3 is now live:What is it, and why it’s
great news for existing customers
• Dashboard & Custom Dashboard Revisited
• Online Panel Enhancements:Themes & Rewards
• Mobile Enhancements: SurveyPocket &
SurveySwipe
• Demonstration
• Q & A
Thursday, April 24, 14

4. Developing a Multi-Channel Research Strategy on Survey Analytics
Thursday, April 24, 14

5. MULTI-CHANNEL RESEARCH
Not talking about Cable TV
Channels!
*Market research projects that
have 2 or more deployment
strategies to reach your target
respondent base.
Thursday, April 24, 14

6. MULTI-CHANNEL RESEARCH
Not talking about Cable TV
Channels!
*Market research projects that
have 2 or more deployment
strategies to reach your target
respondent base.
Thursday, April 24, 14

7. THE SET UP
Getting Started
* Establish client goals
* Develop Research Plan
* Figure out completion rates required.
Example: 1300 completes US Residents who live
in states with over 8% unemployment rate
* Set up partnerships and vendors to use.
This includes Survey Analytics!
Thursday, April 24, 14

8. THE SET UP
Getting Started
* Establish client goals
* Develop Research Plan
* Figure out completion rates required.
Example: 1300 completes US Residents who live
in states with over 8% unemployment rate
* Set up partnerships and vendors to use.
This includes Survey Analytics!
Thursday, April 24, 14

9. THE SET UP
Getting Started
* Establish client goals
* Develop Research Plan
* Figure out completion rates required.
Example: 1300 completes US Residents who live
in states with over 8% unemployment rate
* Set up partnerships and vendors to use.
This includes Survey Analytics!
Thursday, April 24, 14

10. THE SET UP
Getting Started
* Establish client goals
* Develop Research Plan
* Figure out completion rates required.
Example: 1300 completes US Residents who live
in states with over 8% unemployment rate
* Set up partnerships and vendors to use.
This includes Survey Analytics!
Thursday, April 24, 14

11. WHERETO GET SAMPLE?
Evaluation of Sample/Respondent needs:
Completes Needed: 1300 complete
Mix of Mobile and Online respondents
*1- Internal Survey Analytics respondent panel
*2- Partnership with QSample to provide sample at a
moment’s notice
*3- Marketing on social media and online forums
*4- Survey Pocket Field respondents
*5- Set up an Incentive
Thursday, April 24, 14

12. WHERETO GET SAMPLE?
Evaluation of Sample/Respondent needs:
Completes Needed: 1300 complete
Mix of Mobile and Online respondents
*1- Internal Survey Analytics respondent panel
*2- Partnership with QSample to provide sample at a
moment’s notice
*3- Marketing on social media and online forums
*4- Survey Pocket Field respondents
*5- Set up an Incentive
Thursday, April 24, 14

13. WHERETO GET SAMPLE?
Evaluation of Sample/Respondent needs:
Completes Needed: 1300 complete
Mix of Mobile and Online respondents
*1- Internal Survey Analytics respondent panel
*2- Partnership with QSample to provide sample at a
moment’s notice
*3- Marketing on social media and online forums
*4- Survey Pocket Field respondents
*5- Set up an Incentive
Thursday, April 24, 14

14. WHERETO GET SAMPLE?
Evaluation of Sample/Respondent needs:
Completes Needed: 1300 complete
Mix of Mobile and Online respondents
*1- Internal Survey Analytics respondent panel
*2- Partnership with QSample to provide sample at a
moment’s notice
*3- Marketing on social media and online forums
*4- Survey Pocket Field respondents
*5- Set up an Incentive
Thursday, April 24, 14

15. SURVEY PROGRAMMING
Tip: Make sure that the survey you
program is compatible on multiple
platforms: Mobile & Online!
* Only need to program it once in
Survey Analytics: Multi-deployment channel
already built in to target respondents
* Dedicate time to TEST on all platforms!
* All data flows into one area
* Apply custom variables or external
references to survey URL for tracking both
online and in person marketing (QR Codes/
Marketing banners, etc.)
Thursday, April 24, 14

16. SURVEY PROGRAMMING
Tip: Make sure that the survey you
program is compatible on multiple
platforms: Mobile & Online!
* Only need to program it once in
Survey Analytics: Multi-deployment channel
already built in to target respondents
* Dedicate time to TEST on all platforms!
* All data flows into one area
* Apply custom variables or external
references to survey URL for tracking both
online and in person marketing (QR Codes/
Marketing banners, etc.)
Thursday, April 24, 14

17. SURVEY PROGRAMMING
Tip: Make sure that the survey you
program is compatible on multiple
platforms: Mobile & Online!
* Only need to program it once in
Survey Analytics: Multi-deployment channel
already built in to target respondents
* Dedicate time to TEST on all platforms!
* All data flows into one area
* Apply custom variables or external
references to survey URL for tracking both
online and in person marketing (QR Codes/
Marketing banners, etc.)
Thursday, April 24, 14

18. SURVEY PROGRAMMING
Tip: Make sure that the survey you
program is compatible on multiple
platforms: Mobile & Online!
* Only need to program it once in
Survey Analytics: Multi-deployment channel
already built in to target respondents
* Dedicate time to TEST on all platforms!
* All data flows into one area
* Apply custom variables or external
references to survey URL for tracking both
online and in person marketing (QR Codes/
Marketing banners, etc.)
Thursday, April 24, 14

19. MULTI-CHANNEL SECURITY
Security settings in all surveys is
important, and x times more
important for every additional
channel you plan to use
* Make sure to outline security settings
expectations for each: Online survey,
mobile, online community, in person,
phone, etc.
* Set up security options in Survey Analytics
under the Edit Survey >> Security Settings
*Mobile Settings: update security
*Panel settings update security
Thursday, April 24, 14

20. MULTI-CHANNEL SECURITY
Security settings in all surveys is
important, and x times more
important for every additional
channel you plan to use
* Make sure to outline security settings
expectations for each: Online survey,
mobile, online community, in person,
phone, etc.
* Set up security options in Survey Analytics
under the Edit Survey >> Security Settings
*Mobile Settings: update security
*Panel settings update security
Thursday, April 24, 14

21. MULTI-CHANNEL SECURITY
Security settings in all surveys is
important, and x times more
important for every additional
channel you plan to use
* Make sure to outline security settings
expectations for each: Online survey,
mobile, online community, in person,
phone, etc.
* Set up security options in Survey Analytics
under the Edit Survey >> Security Settings
*Mobile Settings: update security
*Panel settings update security
Thursday, April 24, 14

22. MULTI-CHANNEL SECURITY
Security settings in all surveys is
important, and x times more
important for every additional
channel you plan to use
* Make sure to outline security settings
expectations for each: Online survey,
mobile, online community, in person,
phone, etc.
* Set up security options in Survey Analytics
under the Edit Survey >> Security Settings
*Mobile Settings: update security
*Panel settings update security
Thursday, April 24, 14

23. MULTI-CHANNEL SECURITY
Security settings in all surveys is
important, and x times more
important for every additional
channel you plan to use
* Make sure to outline security settings
expectations for each: Online survey,
mobile, online community, in person,
phone, etc.
* Set up security options in Survey Analytics
under the Edit Survey >> Security Settings
*Mobile Settings: update security
*Panel settings update security
Thursday, April 24, 14

24. SET UP DEPLOYMENT SCHEDULE
Set up a Calendar & Schedule
deployment on multiple platforms on
different dates/times
*1- Social Media Marketing Campaign
*2- Posters, collateral QR code URL promotions
*3- SurveyPocketField data collection deployment
*4- Deploy to internal community using panel
management tool
*5- Supplement with qSample
Thursday, April 24, 14

25. MULTI-CHANNEL ANALYTICS SIMPLIFIED
All data from multiple
channels should be in one
place
* Save time compile data from
multiple channels!
* Segment by deployment channels
* Compare results to see which
deployment channels work the best &
cost effective
* Export/Download to xls, csv, spss,
sql, ppt, word, etc.
Thursday, April 24, 14

26. MULTI-CHANNEL ANALYTICS SIMPLIFIED
All data from multiple
channels should be in one
place
* Save time compile data from
multiple channels!
* Segment by deployment channels
* Compare results to see which
deployment channels work the best &
cost effective
* Export/Download to xls, csv, spss,
sql, ppt, word, etc.
Thursday, April 24, 14

27. MULTI-CHANNEL ANALYTICS SIMPLIFIED
All data from multiple
channels should be in one
place
* Save time compile data from
multiple channels!
* Segment by deployment channels
* Compare results to see which
deployment channels work the best &
cost effective
* Export/Download to xls, csv, spss,
sql, ppt, word, etc.
Thursday, April 24, 14

28. MULTI-CHANNEL ANALYTICS SIMPLIFIED
All data from multiple
channels should be in one
place
* Save time compile data from
multiple channels!
* Segment by deployment channels
* Compare results to see which
deployment channels work the best &
cost effective
* Export/Download to xls, csv, spss,
sql, ppt, word, etc.
Thursday, April 24, 14

29. MULTI-CHANNEL ANALYTICS SIMPLIFIED
All data from multiple
channels should be in one
place
* Save time compile data from
multiple channels!
* Segment by deployment channels
* Compare results to see which
deployment channels work the best &
cost effective
* Export/Download to xls, csv, spss,
sql, ppt, word, etc.
Thursday, April 24, 14

30. SURVEY ANALYTICS
Thursday, April 24, 14

31. Survey Analytics has implemented
Bootstrap, a front end tool kit created by
Twitter!
Automatically compatible on all online and
mobile platforms as well as different
browser versions
Icons, theme, format changes, and more!
Goal: Better User Experience!
Make Survey Analytics even more intuitive
and easier (less steps) to set up, deploy, and
analyze data!
BOOTSTRAP 3
Thursday, April 24, 14

32. Survey Analytics has implemented
Bootstrap, a front end tool kit created by
Twitter!
Automatically compatible on all online and
mobile platforms as well as different
browser versions
Icons, theme, format changes, and more!
Goal: Better User Experience!
Make Survey Analytics even more intuitive
and easier (less steps) to set up, deploy, and
analyze data!
BOOTSTRAP 3
Thursday, April 24, 14

33. Survey Analytics has implemented
Bootstrap, a front end tool kit created by
Twitter!
Automatically compatible on all online and
mobile platforms as well as different
browser versions
Icons, theme, format changes, and more!
Goal: Better User Experience!
Make Survey Analytics even more intuitive
and easier (less steps) to set up, deploy, and
analyze data!
BOOTSTRAP 3
Thursday, April 24, 14

34. Survey Analytics has implemented
Bootstrap, a front end tool kit created by
Twitter!
Automatically compatible on all online and
mobile platforms as well as different
browser versions
Icons, theme, format changes, and more!
Goal: Better User Experience!
Make Survey Analytics even more intuitive
and easier (less steps) to set up, deploy, and
analyze data!
BOOTSTRAP 3
Thursday, April 24, 14

35. Dashboard Reports: Configurations
Thursday, April 24, 14

36. Survey Configuration now Available in
Dashboard & Custom Dashboard Report
Real-time configuration!
Click on wheel icon for each question
Download configured data
Share with other dashboard accts (access to
configured data)
Update themes!
Customize charts and grids for best analytical
display!
DASHBOARD: CONFIGURATIONS
Thursday, April 24, 14

37. Survey Configuration now Available in
Dashboard & Custom Dashboard Report
Real-time configuration!
Click on wheel icon for each question
Download configured data
Share with other dashboard accts (access to
configured data)
Update themes!
Customize charts and grids for best analytical
display!
DASHBOARD: CONFIGURATIONS
Thursday, April 24, 14

38. Survey Configuration now Available in
Dashboard & Custom Dashboard Report
Real-time configuration!
Click on wheel icon for each question
Download configured data
Share with other dashboard accts (access to
configured data)
Update themes!
Customize charts and grids for best analytical
display!
DASHBOARD: CONFIGURATIONS
Thursday, April 24, 14

39. Survey Configuration now Available in
Dashboard & Custom Dashboard Report
Real-time configuration!
Click on wheel icon for each question
Download configured data
Share with other dashboard accts (access to
configured data)
Update themes!
Customize charts and grids for best analytical
display!
DASHBOARD: CONFIGURATIONS
Thursday, April 24, 14

40. Survey Configuration now Available in
Dashboard & Custom Dashboard Report
Real-time configuration!
Click on wheel icon for each question
Download configured data
Share with other dashboard accts (access to
configured data)
Update themes!
Customize charts and grids for best analytical
display!
DASHBOARD: CONFIGURATIONS
Thursday, April 24, 14

41. Quick CustomVariable Mapping
Thursday, April 24, 14

42. Easier to update and map custom variables to
names/values to be used for piping, logic, raw data,
and data segmentation!
• Enter one variable mapping per line.
• Each custom variable can be mapped to only
one value.
• Display Name should be unique.
• Code must be unique and should not contain any
special characters including 'space'. It is an
optional field.
• First column is custom variable number. For
example '3' for 'custom3'.
Format:
Custom variable number, Display name, Code
Example:
1, Country, CN
2, Department, dpt
QUICK CUSTOM MAPPING
Thursday, April 24, 14

43. Easier to update and map custom variables to
names/values to be used for piping, logic, raw data,
and data segmentation!
• Enter one variable mapping per line.
• Each custom variable can be mapped to only
one value.
• Display Name should be unique.
• Code must be unique and should not contain any
special characters including 'space'. It is an
optional field.
• First column is custom variable number. For
example '3' for 'custom3'.
Format:
Custom variable number, Display name, Code
Example:
1, Country, CN
2, Department, dpt
QUICK CUSTOM MAPPING
Thursday, April 24, 14

44. WHAT’S NEW IN PANEL
Thursday, April 24, 14

45. NEWTHEMES: PANEL
If you have no time or design horsepower to
create a theme for your online community or
panel, then SurveyAnalytics makes it easy with
an out of the box library of mobile responsive
themes!
Simply select a theme and upload your logo /
header and your community homepage and
member portal are complete.
Login and Access Panel settings to change
themes.
Thursday, April 24, 14

46. THEMES
Key benefits of new
themes:
- Better UI
- responsive mobile first
- BS3 is easier to theme and lays
the foundation for easier custom
theming across the application.
- Smaller file sizes by minified
properties. Bootstrap 3 is much
more viable for sites that need to
work well on under-powered
mobile and tablet devices.
Thursday, April 24, 14

47. THEMES
Key benefits of new
themes:
- Better UI
- responsive mobile first
- BS3 is easier to theme and lays
the foundation for easier custom
theming across the application.
- Smaller file sizes by minified
properties. Bootstrap 3 is much
more viable for sites that need to
work well on under-powered
mobile and tablet devices.
Thursday, April 24, 14

48. THEMES
Key benefits of new
themes:
- Better UI
- responsive mobile first
- BS3 is easier to theme and lays
the foundation for easier custom
theming across the application.
- Smaller file sizes by minified
properties. Bootstrap 3 is much
more viable for sites that need to
work well on under-powered
mobile and tablet devices.
Thursday, April 24, 14

49. THEMES
Key benefits of new
themes:
- Better UI
- responsive mobile first
- BS3 is easier to theme and lays
the foundation for easier custom
theming across the application.
- Smaller file sizes by minified
properties. Bootstrap 3 is much
more viable for sites that need to
work well on under-powered
mobile and tablet devices.
Thursday, April 24, 14

50. THEMES
Key benefits of new
themes:
- Better UI
- responsive mobile first
- BS3 is easier to theme and lays
the foundation for easier custom
theming across the application.
- Smaller file sizes by minified
properties. Bootstrap 3 is much
more viable for sites that need to
work well on under-powered
mobile and tablet devices.
Thursday, April 24, 14

51. What’s New on SurveyPocket
Thursday, April 24, 14

52. *Cool New Stuff*
NEW ON SURVEYPOCKET
1. Multiple Questions on a screen
2. White label Options: Customize look and feel
of your offline tool. Options include to create your
own APP.
3. Dashboard report: Finish surveys where you
left off.
NewVersion IOS Released 4/21/14
Android: New version in store now
Thursday, April 24, 14

53. *Cool New Stuff*
NEW ON SURVEYPOCKET
1. Multiple Questions on a screen
2. White label Options: Customize look and feel
of your offline tool. Options include to create your
own APP.
3. Dashboard report: Finish surveys where you
left off.
NewVersion IOS Released 4/21/14
Android: New version in store now
Thursday, April 24, 14

54. *Cool New Stuff*
NEW ON SURVEYPOCKET
1. Multiple Questions on a screen
2. White label Options: Customize look and feel
of your offline tool. Options include to create your
own APP.
3. Dashboard report: Finish surveys where you
left off.
NewVersion IOS Released 4/21/14
Android: New version in store now
Thursday, April 24, 14

55. *Cool New Stuff*
NEW ON SURVEYPOCKET
1. Multiple Questions on a screen
2. White label Options: Customize look and feel
of your offline tool. Options include to create your
own APP.
3. Dashboard report: Finish surveys where you
left off.
NewVersion IOS Released 4/21/14
Android: New version in store now
Thursday, April 24, 14

56. *Cool New Stuff*
NEW ON SURVEYPOCKET
1. Multiple Questions on a screen
2. White label Options: Customize look and feel
of your offline tool. Options include to create your
own APP.
3. Dashboard report: Finish surveys where you
left off.
NewVersion IOS Released 4/21/14
Android: New version in store now
Thursday, April 24, 14

57. *Cool New Stuff*
NEW ON SURVEYPOCKET
1. Multiple Questions on a screen
2. White label Options: Customize look and feel
of your offline tool. Options include to create your
own APP.
3. Dashboard report: Finish surveys where you
left off.
NewVersion IOS Released 4/21/14
Android: New version in store now
Thursday, April 24, 14

58. What’s New in Mobile
Thursday, April 24, 14

59. *Cool New Stuff*
MOBILE APP SDK
Software Development Kit (SDK)
available for all Mobile Applications
Add surveys to existing mobile apps
Real-time results on-the go!
All platforms
In includes Passive data collection
White label to match App look & feel
Easy plug-in process for your current mobile apps
Time: Within 1-3 weeks
Pricing: Speak to CST manager
Thursday, April 24, 14

60. *Cool New Stuff*
MOBILE APP SDK
Software Development Kit (SDK)
available for all Mobile Applications
Add surveys to existing mobile apps
Real-time results on-the go!
All platforms
In includes Passive data collection
White label to match App look & feel
Easy plug-in process for your current mobile apps
Time: Within 1-3 weeks
Pricing: Speak to CST manager
Thursday, April 24, 14

61. *Cool New Stuff*
MOBILE APP SDK
Software Development Kit (SDK)
available for all Mobile Applications
Add surveys to existing mobile apps
Real-time results on-the go!
All platforms
In includes Passive data collection
White label to match App look & feel
Easy plug-in process for your current mobile apps
Time: Within 1-3 weeks
Pricing: Speak to CST manager
Thursday, April 24, 14

62. *Cool New Stuff*
MOBILE APP SDK
Software Development Kit (SDK)
available for all Mobile Applications
Add surveys to existing mobile apps
Real-time results on-the go!
All platforms
In includes Passive data collection
White label to match App look & feel
Easy plug-in process for your current mobile apps
Time: Within 1-3 weeks
Pricing: Speak to CST manager
Thursday, April 24, 14

63. *Cool New Stuff*
PANEL ACCESS CODE ADDED
All Survey Analytics panel customers can
now take advantage of SurveySwipe
at no additional cost. If you have a panel
with us, you can create a panel access
code and enable SurveySwipe in just
minutes!
Unique identifier (Mobile ID) Panel
Access Code to login to correct
mobile community
Available on IOS and Android
Pricing: Speak to CST manager
Thursday, April 24, 14

64. *Cool New Stuff*
PANEL ACCESS CODE ADDED
All Survey Analytics panel customers can
now take advantage of SurveySwipe
at no additional cost. If you have a panel
with us, you can create a panel access
code and enable SurveySwipe in just
minutes!
Unique identifier (Mobile ID) Panel
Access Code to login to correct
mobile community
Available on IOS and Android
Pricing: Speak to CST manager
Thursday, April 24, 14

65. LIVE DEMO
Thursday, April 24, 14

66. PRICING SPECIAL FOR ATTENDEES
To thank those who attended the Education
hour Survey Analytics and qSample is offering
a 10% discount for sample or respondents
needed for surveys for first time qSample
Customers!
http://www.qSample.com
Mention your attendance to your account manager or sales rep to qualify
Thursday, April 24, 14

67. Help & Support
http://www.surveyanalytics.com/help
Available 24/5
THANK YOU FOR ATTENDING!
Thursday, April 24, 14