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HOW TO CREATE MOBILE-FRIENDLY SURVEYS




                                                          Š Copyright WorldAPP. All rights reserved
US: +1(781) 849 8118             UK: +44(0) 1252 302259
US TOLL FREE: +1(888) 708 8118   AU: +1(800)-554-985
2     Mobile-Friendly Surveys




                Introduction

                      Many people use mobile devices (smartphones, tablets and others) to surf the web these days.
                      And there is a high chance that the survey that you are launching to your respondents will be
                      opened on a mobile device. But because of the smaller screen size and the touch interface that the
                      mobile devices have, the user experience on a mobile device may be significantly different from
                      the user experience on a PC. Although from a technical perspective all of the surveys that work on
                      a computer will also work in a mobile browser, however in order to ensure the best user experience
                      possible a few simple recommendations should be followed. This guide will give you a simple list of
                      instructions (do’s and don’ts) for mobile survey creation.




                Part 1: Question Types

                      Many of the standard question types that are used frequently when a survey is designed for the
                      desktop or laptop computer are not looking well on the mobile screen, simply because they cannot
                      fit onto the screen. More about Key Survey Question types you can find here:
                      http://keysurvey.com/WebHelp/Help.htm#QuestionExamples.htm
                      A few good examples are given here:
                      http://surveypractice.wordpress.com/2010/12/08/device-respondent-has-used/
                      Such question types in Key Survey include Rate Items Along the Scale of Your Choice and 3D
                      Matrix. It is recommended to avoid these question types when you are designing your surveys
                      for mobile devices and replace them with a number of other questions. For example: Rate Along
                      Scale may be replaced with a few Pick One or Other questions.
                      However, replacing a Rate Along Scale question is not always possible and sometimes this question
                      type is really required. In this case we recommend applying Star Ratings Plugin. This plugin will
                      replace the list of radio buttons question with "stars" widget.
                      Let us take a look how the following plugin can be applied to the survey:

                      1.	 Insert new question of the Rate Along Scale type if not done before. For example:




                                                                                          Š Copyright WorldAPP. All rights reserved
US: +1(781) 849 8118             UK: +44(0) 1252 302259
US TOLL FREE: +1(888) 708 8118   AU: +1(800)-554-985
3     Mobile-Friendly Surveys



                      2.	 Go to the survey Rules>Plugins page and insert the Star Ratings Plugin from the Visual and
                          Interactive category.




                      3.	 Reference to the Rate Along Scale question using the Qx notation, where x is the question
                          sequence number within a survey.
                      4.	 Click the Save button to apply the plugin.
                      The question will look as following both on a computer and a mobile device:




                      This plugin is not available for the 3D Matrix questions, therefore we recommend avoiding this
                      question type if you know that your survey will be taken on a mobile device.




                Part 2: Themes

                      Key Survey offers a list of survey layout Themes that have been professionally designed and
                      optimized to look well on mobile screens. The Themes are located in the special Mobile category in
                      the Theme Library. Please feel free to take one of the Mobile themes and modify it by going to the
                      survey Layout page:

                      1.	 From the Surveys home page select the survey and click Edit>Layout from the surveys
                          information pane in the right.




                                                                                          Š Copyright WorldAPP. All rights reserved
US: +1(781) 849 8118             UK: +44(0) 1252 302259
US TOLL FREE: +1(888) 708 8118   AU: +1(800)-554-985
4     Mobile-Friendly Surveys




                      2.	 From the Standard Themes folder select the Mobile category. It contains different ready-made
                          themes which can be applied just in one click.




                      3.	 Use the Master Survey URL to preview the survey.


                      If one of the Mobile themes is applied to the survey it will look well on the mobile screen as well as
                      on the desktop and laptop screens.




                                                                                             Š Copyright WorldAPP. All rights reserved
US: +1(781) 849 8118             UK: +44(0) 1252 302259
US TOLL FREE: +1(888) 708 8118   AU: +1(800)-554-985
5     Mobile-Friendly Surveys




                Part 3: Plugins to enhance the user experience

                      Key Survey also offers a number of plugins to enhance the user experience for those taking the
                      surveys on the mobile devices. Star Ratings Plugin has been already mentioned above to enhance
                      the look and feel for the Rate Along Scale questions.
                      Another good plugin to consider is the Mobile Friendly Controls. This plugin will replace standard
                      radio buttons and checkboxes with touchscreen friendly buttons that are easy to select using
                      fingers and thumbs.
                      Follow these easy steps to apply it to your mobile-friendly survey:

                      1.	 Go to the survey Rules>Plugins page and insert the Mobile Friendly Controls plugin from the
                          Visual and Interactive section.




                      2.	 No special parameters or references should be defined. Just click Save to apply the plugin.


                      The survey will look as following on the mobile screen as well as on the desktop and laptop screens:




                                                                                            Š Copyright WorldAPP. All rights reserved
US: +1(781) 849 8118             UK: +44(0) 1252 302259
US TOLL FREE: +1(888) 708 8118   AU: +1(800)-554-985

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Mobile Surveys: How to create mobile survey

  • 1. HOW TO CREATE MOBILE-FRIENDLY SURVEYS Š Copyright WorldAPP. All rights reserved US: +1(781) 849 8118 UK: +44(0) 1252 302259 US TOLL FREE: +1(888) 708 8118 AU: +1(800)-554-985
  • 2. 2 Mobile-Friendly Surveys Introduction Many people use mobile devices (smartphones, tablets and others) to surf the web these days. And there is a high chance that the survey that you are launching to your respondents will be opened on a mobile device. But because of the smaller screen size and the touch interface that the mobile devices have, the user experience on a mobile device may be significantly different from the user experience on a PC. Although from a technical perspective all of the surveys that work on a computer will also work in a mobile browser, however in order to ensure the best user experience possible a few simple recommendations should be followed. This guide will give you a simple list of instructions (do’s and don’ts) for mobile survey creation. Part 1: Question Types Many of the standard question types that are used frequently when a survey is designed for the desktop or laptop computer are not looking well on the mobile screen, simply because they cannot fit onto the screen. More about Key Survey Question types you can find here: http://keysurvey.com/WebHelp/Help.htm#QuestionExamples.htm A few good examples are given here: http://surveypractice.wordpress.com/2010/12/08/device-respondent-has-used/ Such question types in Key Survey include Rate Items Along the Scale of Your Choice and 3D Matrix. It is recommended to avoid these question types when you are designing your surveys for mobile devices and replace them with a number of other questions. For example: Rate Along Scale may be replaced with a few Pick One or Other questions. However, replacing a Rate Along Scale question is not always possible and sometimes this question type is really required. In this case we recommend applying Star Ratings Plugin. This plugin will replace the list of radio buttons question with "stars" widget. Let us take a look how the following plugin can be applied to the survey: 1. Insert new question of the Rate Along Scale type if not done before. For example: Š Copyright WorldAPP. All rights reserved US: +1(781) 849 8118 UK: +44(0) 1252 302259 US TOLL FREE: +1(888) 708 8118 AU: +1(800)-554-985
  • 3. 3 Mobile-Friendly Surveys 2. Go to the survey Rules>Plugins page and insert the Star Ratings Plugin from the Visual and Interactive category. 3. Reference to the Rate Along Scale question using the Qx notation, where x is the question sequence number within a survey. 4. Click the Save button to apply the plugin. The question will look as following both on a computer and a mobile device: This plugin is not available for the 3D Matrix questions, therefore we recommend avoiding this question type if you know that your survey will be taken on a mobile device. Part 2: Themes Key Survey offers a list of survey layout Themes that have been professionally designed and optimized to look well on mobile screens. The Themes are located in the special Mobile category in the Theme Library. Please feel free to take one of the Mobile themes and modify it by going to the survey Layout page: 1. From the Surveys home page select the survey and click Edit>Layout from the surveys information pane in the right. Š Copyright WorldAPP. All rights reserved US: +1(781) 849 8118 UK: +44(0) 1252 302259 US TOLL FREE: +1(888) 708 8118 AU: +1(800)-554-985
  • 4. 4 Mobile-Friendly Surveys 2. From the Standard Themes folder select the Mobile category. It contains different ready-made themes which can be applied just in one click. 3. Use the Master Survey URL to preview the survey. If one of the Mobile themes is applied to the survey it will look well on the mobile screen as well as on the desktop and laptop screens. Š Copyright WorldAPP. All rights reserved US: +1(781) 849 8118 UK: +44(0) 1252 302259 US TOLL FREE: +1(888) 708 8118 AU: +1(800)-554-985
  • 5. 5 Mobile-Friendly Surveys Part 3: Plugins to enhance the user experience Key Survey also offers a number of plugins to enhance the user experience for those taking the surveys on the mobile devices. Star Ratings Plugin has been already mentioned above to enhance the look and feel for the Rate Along Scale questions. Another good plugin to consider is the Mobile Friendly Controls. This plugin will replace standard radio buttons and checkboxes with touchscreen friendly buttons that are easy to select using fingers and thumbs. Follow these easy steps to apply it to your mobile-friendly survey: 1. Go to the survey Rules>Plugins page and insert the Mobile Friendly Controls plugin from the Visual and Interactive section. 2. No special parameters or references should be defined. Just click Save to apply the plugin. The survey will look as following on the mobile screen as well as on the desktop and laptop screens: Š Copyright WorldAPP. All rights reserved US: +1(781) 849 8118 UK: +44(0) 1252 302259 US TOLL FREE: +1(888) 708 8118 AU: +1(800)-554-985