Join Survey Analytics VP of Client Services Esther LaVielle for another Education Hour to see some of the new and exciting features and how you can apply them today. We have a lot of tools that can help you with filtering through your data that you may not be aware of. We would like to show you how they work and get your feedback in this month's Education Hour. We are ready to show you some of the tricks and trades of using our tool. Some topics this month include: How to program custom variables into our surveys How to pipe text from custom lists into surveys How to validate open-ended text against your custom variable list How to program custom variables and piping so it will be available in raw data for analysis Live demonstrations and some of what's new in Survey Analytics

1. EDUCATION HOUR
MAY 2014
Wednesday, May 28, 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
meet your research goals.
30-45 min with room for Q & A
All Clients Welcome!
Tips and Tricks For Surveys & Analytics
Debut new products/services now available to all
current clients
Great way to review enhancements to existing license!
Wednesday, May 28, 14

3. EverythingYou Need To know About Piping and Mapping
Wednesday, May 28, 14

4. AGENDA
• Piping 101:The Basics
• Intermediate Piping Methods
• Advanced Piping Methods
• Mapping 101:The Basics
• Intermediate Mapping Methods
• Advanced Mapping Methods
• New Enhancements in Survey Analytics
• Demonstration Overview
• Q & A
Wednesday, May 28, 14

5. PIPING
Wednesday, May 28, 14

6. PIPING 101
Mario & Luigi might know a
thing or two about pipes, but
so should survey programers!
Piping enables you to carry text
from one question to the next
depending on the options selected
by the respondent
Wednesday, May 28, 14

7. PIPING 101
Mario & Luigi might know a
thing or two about pipes, but
so should survey programers!
Piping enables you to carry text
from one question to the next
depending on the options selected
by the respondent
Wednesday, May 28, 14

8. PIPING 101
Mario & Luigi might know a
thing or two about pipes, but
so should survey programers!
Piping enables you to carry text
from one question to the next
depending on the options selected
by the respondent
Wednesday, May 28, 14

9. WHENTO USE PIPING
1- Follow up questions to answer selected
2- Show answers picked within survey
3- Carry over open-ended answers for follow up
4- Piping text based on selected answers or
open-ended texts
5- Piping Text can only be carried over to the
Next Immediate page.
*Available Online & Mobile Apps
Wednesday, May 28, 14

10. WHENTO USE PIPING
1- Follow up questions to answer selected
2- Show answers picked within survey
3- Carry over open-ended answers for follow up
4- Piping text based on selected answers or
open-ended texts
5- Piping Text can only be carried over to the
Next Immediate page.
*Available Online & Mobile Apps
Wednesday, May 28, 14

11. KEYS FOR PIPING
Wednesday, May 28, 14

12. KEYS FOR PIPING
${piping_text}
${custom#}
Wednesday, May 28, 14

13. BASIC PIPING
Example: :Follow up questions
for favorite Mario character
Replace the XXXX with
whatever Super Mario character
the respondent had selected for
question
Piping will enable you to replace
the XXXX with the appropriate
text. If the respondent had
selected Mario for question 1
then the follow up question will
be displayed as: Mario
*Optional: Assign CustomVariable #
Wednesday, May 28, 14

14. BASIC PIPING
Example: :Follow up questions
for favorite Mario character
Replace the XXXX with
whatever Super Mario character
the respondent had selected for
question
Piping will enable you to replace
the XXXX with the appropriate
text. If the respondent had
selected Mario for question 1
then the follow up question will
be displayed as: Mario
*Optional: Assign CustomVariable #
Wednesday, May 28, 14

15. BASIC PIPING
Set Up:
1. Edit Survey >>Add / Update Logic >>
Select Branch/Skip Logic
*Piping option will only be displayed once
branching destination selected
2.Enter the piping text and Update
Branching Information
3. In the destination question, use
${piping_text} where ever you would
like the piped text to show up
4. Open ended text:Assign custom var#
and use ${custom#}
5.Add Page Break
Wednesday, May 28, 14

16. BASIC PIPING
Set Up:
1. Edit Survey >>Add / Update Logic >>
Select Branch/Skip Logic
*Piping option will only be displayed once
branching destination selected
2.Enter the piping text and Update
Branching Information
3. In the destination question, use
${piping_text} where ever you would
like the piped text to show up
4. Open ended text:Assign custom var#
and use ${custom#}
5.Add Page Break
Wednesday, May 28, 14

17. BASIC PIPING
Set Up:
1. Edit Survey >>Add / Update Logic >>
Select Branch/Skip Logic
*Piping option will only be displayed once
branching destination selected
2.Enter the piping text and Update
Branching Information
3. In the destination question, use
${piping_text} where ever you would
like the piped text to show up
4. Open ended text:Assign custom var#
and use ${custom#}
5.Add Page Break
Wednesday, May 28, 14

18. BASIC PIPING
Set Up:
1. Edit Survey >>Add / Update Logic >>
Select Branch/Skip Logic
*Piping option will only be displayed once
branching destination selected
2.Enter the piping text and Update
Branching Information
3. In the destination question, use
${piping_text} where ever you would
like the piped text to show up
4. Open ended text:Assign custom var#
and use ${custom#}
5.Add Page Break
Wednesday, May 28, 14

19. INTERMEDIATE PIPING
Want to pipe selected answers to
multiple pages or pages further down in
the survey?
1. Edit Survey >> Logic >>Branching
2. Assign Answer Options a Custom
Variable Number
* Up to 255 variables
3.Question template >> Switch out
${piping_text} to ${custom#} to pipe
selected answers anywhere you want it!
4.Add Page Break
Wednesday, May 28, 14

20. INTERMEDIATE PIPING
Want to pipe selected answers to
multiple pages or pages further down in
the survey?
1. Edit Survey >> Logic >>Branching
2. Assign Answer Options a Custom
Variable Number
* Up to 255 variables
3.Question template >> Switch out
${piping_text} to ${custom#} to pipe
selected answers anywhere you want it!
4.Add Page Break
Wednesday, May 28, 14

21. PIPING TO A QUESTION WITH NO LOGIC?
Want to pipe answers on questions that
have no branching logic available?
1. Set up branching logic to enable piping text
2. Replace the text for the #### which the user/
respondent selected on questions use ${custom#}
Wednesday, May 28, 14

22. PIPING TO A QUESTION WITH NO LOGIC?
Want to pipe answers on questions that
have no branching logic available?
1. Set up branching logic to enable piping text
2. Replace the text for the #### which the user/
respondent selected on questions use ${custom#}
Wednesday, May 28, 14

23. ADVANCED PIPING
Need to pipe answers from a multiple
select question type?
Looping = Piping x # Multi-Select Answers
1. Edit Survey >> Logic >>Branching
2. Type in Piping Text
3. Enable Looping button (Branching to a
single question multiple times)
4. Question template >> Switch out XXXX
for
${piping_text}
5.Add Page Break to start & close loop
Wednesday, May 28, 14

24. ADVANCED PIPING
Need to pipe answers from a multiple
select question type?
Looping = Piping x # Multi-Select Answers
1. Edit Survey >> Logic >>Branching
2. Type in Piping Text
3. Enable Looping button (Branching to a
single question multiple times)
4. Question template >> Switch out XXXX
for
${piping_text}
5.Add Page Break to start & close loop
Wednesday, May 28, 14

25. WIDEN THE LOOP?
Need to pipe answers from a multiple
select question type to a SEQUENCE
of questions?
1. Edit Survey >> Logic >>Branching
2. Type in Piping Text
3. Enable Looping button (Branching to
a single question multiple times)
4. Question template >> Add piping
text to each of the follow up questions
5.Add Page Break at beginning & the
very END of question sequence to
close the loop
Wednesday, May 28, 14

26. WIDEN THE LOOP?
Need to pipe answers from a multiple
select question type to a SEQUENCE
of questions?
1. Edit Survey >> Logic >>Branching
2. Type in Piping Text
3. Enable Looping button (Branching to
a single question multiple times)
4. Question template >> Add piping
text to each of the follow up questions
5.Add Page Break at beginning & the
very END of question sequence to
close the loop
Wednesday, May 28, 14

27. WIDEN THE LOOP?
Need to pipe answers from a multiple
select question type to a SEQUENCE
of questions?
1. Edit Survey >> Logic >>Branching
2. Type in Piping Text
3. Enable Looping button (Branching to
a single question multiple times)
4. Question template >> Add piping
text to each of the follow up questions
5.Add Page Break at beginning & the
very END of question sequence to
close the loop
Wednesday, May 28, 14

28. SCRIPTING FOR PIPING
Need different kind of piping options than what we
covered today?
We got you covered with scripting using velocity or
javascripting!
* Generally a part of license unless extremely
complex
* Speak to your Customer Success Mananager for
more details to get started on customized scripting
Wednesday, May 28, 14

29. MAPPING
Wednesday, May 28, 14

30. MAPPING 101
Replace ALL Custom variable codes:
Use Mapping!
Best way to describe Mapping:
“It’s like playing Pictionary for your survey”
Benefits:
*Recodes your custom variable numbers into a
single description
*Instead of custom variable code 1,2,3,4, rename it
into something you recognize
*First step towards database inegration with SA
Wednesday, May 28, 14

31. MAPPING 101
Replace ALL Custom variable codes:
Use Mapping!
Best way to describe Mapping:
“It’s like playing Pictionary for your survey”
Benefits:
*Recodes your custom variable numbers into a
single description
*Instead of custom variable code 1,2,3,4, rename it
into something you recognize
*First step towards database inegration with SA
Wednesday, May 28, 14

32. TIPS ABOUT MAPPING
MAP BEFORE PIPING
* Map when using CustomVariables
from your email lists or panel
* Replaces ALL ${Custom#} with
${mappingtext}
Keep track of mapping
variables!
* Prevents integration issues
connecting with 3rd party tools or
sample firm: Salesforce, Google
Analytics, qSample
*225 mapping variables
Wednesday, May 28, 14

33. Optional: Upload list of variables to
map. Same process as uploading email
list.
1.Add/Edit Tab >> Add Variable Mapping
2. From the Custom variables column select the
Custom variables from the drop down
3. Enter the display name in the corresponding
Display Column.
4. Enter the Code for the custom variable and
click the Save button.
5.Add ${mappingtext} within survey
BASIC MAPPING
Wednesday, May 28, 14

34. Optional: Upload list of variables to
map. Same process as uploading email
list.
1.Add/Edit Tab >> Add Variable Mapping
2. From the Custom variables column select the
Custom variables from the drop down
3. Enter the display name in the corresponding
Display Column.
4. Enter the Code for the custom variable and
click the Save button.
5.Add ${mappingtext} within survey
BASIC MAPPING
Wednesday, May 28, 14

35. Optional: Upload list of variables to
map. Same process as uploading email
list.
1.Add/Edit Tab >> Add Variable Mapping
2. From the Custom variables column select the
Custom variables from the drop down
3. Enter the display name in the corresponding
Display Column.
4. Enter the Code for the custom variable and
click the Save button.
5.Add ${mappingtext} within survey
BASIC MAPPING
Wednesday, May 28, 14

36. 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
Wednesday, May 28, 14

37. 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
Wednesday, May 28, 14

38. INTERMEDIATE MAPPING
Passing MappingVariables (MV) through
Survey URL
To append MV to a survey link:
1. Copy the survey link and paste it into notepad
2.Add a question mark (?) to end URL
3.Type Mapping Code = Actual value (it is the value
that you want to pass for that custom variable).
Example: https://surveyanalytics.com/t/
AIyWAZNyRW?dpt=Sales
3.To pass the value for multiple custom variables
then, we have to separate each variable data pair with
an ampersand (&)
Example: https://surveyanalytics.com/t/
AIyWAZNyRW?dpt=Sales&EmpID=12345
Wednesday, May 28, 14

39. PANELVARIABLE MAPPING
Passing profiling
information from panel:
1. Panel Profile>> Assign custom
variable
*Panel variables are NOT available
for Surveys
*Available to review in raw data,
segmentation, and other analytic
tools
Wednesday, May 28, 14

40. PANELVARIABLE MAPPING
Passing profiling
information from panel:
1. Panel Profile>> Assign custom
variable
*Panel variables are NOT available
for Surveys
*Available to review in raw data,
segmentation, and other analytic
tools
Wednesday, May 28, 14

41. Want to map the answers and
integrate with tools like
Salesforce or Pardot?
Mapping interface includes the capability
to post custom variables from
SurveyAnalytics to Salesforce
The custom1 and custom2 variables are
reserved values used by SurveyAnalytics
to lookup the correct Salesforce.com
object
The remaining variables, custom3,
custom4 and custom5, can be utilized for
additional values to pass over
If you have another outside database you
would like to map data to, speak to your
Customer Success Manager. *Integration
fees apply.
ADVANCED MAPPING
Wednesday, May 28, 14

42. Want to map the answers and
integrate with tools like
Salesforce or Pardot?
Mapping interface includes the capability
to post custom variables from
SurveyAnalytics to Salesforce
The custom1 and custom2 variables are
reserved values used by SurveyAnalytics
to lookup the correct Salesforce.com
object
The remaining variables, custom3,
custom4 and custom5, can be utilized for
additional values to pass over
If you have another outside database you
would like to map data to, speak to your
Customer Success Manager. *Integration
fees apply.
ADVANCED MAPPING
Wednesday, May 28, 14

43. Want to map the answers and
integrate with tools like
Salesforce or Pardot?
Mapping interface includes the capability
to post custom variables from
SurveyAnalytics to Salesforce
The custom1 and custom2 variables are
reserved values used by SurveyAnalytics
to lookup the correct Salesforce.com
object
The remaining variables, custom3,
custom4 and custom5, can be utilized for
additional values to pass over
If you have another outside database you
would like to map data to, speak to your
Customer Success Manager. *Integration
fees apply.
ADVANCED MAPPING
Wednesday, May 28, 14

44. Analytics: Piping Mapping
Wednesday, May 28, 14

45. Want to Analyze data based
on piped answers and
mapping variables?
* Make sure to assign all piped text to
a custom variable number.
* Recode custom variable to mapping
text of choice
* Use Dashboard Reporting tool &
Data segmentation tool: Drill down
using system variables
* Use Banner/Pivot table
* Raw data will not show piping text. It
will only show recoded variable
mapping text
PIPING & MAPPING ANALYTICS
Wednesday, May 28, 14

46. Want to Analyze data based
on piped answers and
mapping variables?
* Make sure to assign all piped text to
a custom variable number.
* Recode custom variable to mapping
text of choice
* Use Dashboard Reporting tool &
Data segmentation tool: Drill down
using system variables
* Use Banner/Pivot table
* Raw data will not show piping text. It
will only show recoded variable
mapping text
PIPING & MAPPING ANALYTICS
Wednesday, May 28, 14

47. Want to Analyze data based
on piped answers and
mapping variables?
* Make sure to assign all piped text to
a custom variable number.
* Recode custom variable to mapping
text of choice
* Use Dashboard Reporting tool &
Data segmentation tool: Drill down
using system variables
* Use Banner/Pivot table
* Raw data will not show piping text. It
will only show recoded variable
mapping text
PIPING & MAPPING ANALYTICS
Wednesday, May 28, 14

48. Want to Analyze data based
on piped answers and
mapping variables?
* Make sure to assign all piped text to
a custom variable number.
* Recode custom variable to mapping
text of choice
* Use Dashboard Reporting tool &
Data segmentation tool: Drill down
using system variables
* Use Banner/Pivot table
* Raw data will not show piping text. It
will only show recoded variable
mapping text
PIPING & MAPPING ANALYTICS
Wednesday, May 28, 14

49. SURVEY ANALYTICS ENHANCEMENTS
Wednesday, May 28, 14

50. Data Comparison Report
Wednesday, May 28, 14

51. Select same questions across multiple surveys to compare changes across different surveys!
DATA COMPARISON REPORT
Wednesday, May 28, 14

52. Select same questions across multiple surveys to compare changes across different surveys!
DATA COMPARISON REPORT
Wednesday, May 28, 14

53. Image Finder
Wednesday, May 28, 14

54. Got a loaded library of images? Now it’s easier to find specific images & formats!
IMAGE FINDER
Wednesday, May 28, 14

55. Got a loaded library of images? Now it’s easier to find specific images & formats!
IMAGE FINDER
Wednesday, May 28, 14

56. LIVE DEMO
Wednesday, May 28, 14

57. 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
Wednesday, May 28, 14

58. Q & A
Subscribe to receive Survey Analytics
Updates!
Help & Support
http://www.surveyanalytics.com/help
Available 24/5
THANK YOU FOR ATTENDING!
Wednesday, May 28, 14