FAQ: Respondents and User-defined Fields
Q: How do I create a respondent list in my survey? How can I incorporate user-defined fields with my respondent list?
Depending on the type of survey you're creating, you may want to specify a group of respondents. With a specific list of respondents, you'll also often want to set up user-defined fields so that you can keep track of your data in a variety of customized ways.
Respondents
Respondents are the people who will take your survey. Your respondents could be employees, customers, subscribers, panelists, or any other target group you wish to bring to your survey.
Respondents could be unknown to you, and your survey could be posted on a Web site or presented on a public kiosk. This document though focuses only on known respondents. That is, a list of people that you can pre-establish and invite to your survey.
Creating respondents allows the survey administrator to:
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authorize participation in surveys (prevent unauthorized access)
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invite respondents from your list
- track survey participation
- follow up with those who didn't participate
- display respondent information on email invitations and surveys
- include respondent information with survey results (for analysis and demographic mapping)
Steps for Creating Respondents
Creating a Respondent List is accomplished by entering each respondent one-by-one, or uploading your whole list at once using Microsoft Excel. The steps for doing both are outlined below.
Adding New Respondents Individually
You may log in to your account and use the application to add respondents one-by-one. Once you've logged in to your survey, select from the menu DESIGN SURVEY, Respondents, New Respondent.
On the next screen you will see fields of respondent information to enter. By default these fields will be:
- Respondent ID*
- Email Address
- First Name
- Last Name
- Organization Name
- Greeting Name
The Respondent ID is required and must be unique; all other fields are optional. If you are sending email invitations, be sure to enter a valid email address.
Once you have entered the respondent information, press [OK]. You can repeat this process until all respondents have been entered. You may also add new respondents after your survey has gone live if necessary.
Creating a Respondent File in Microsoft Excel
This document will refer to a Respondent File as a Microsoft Excel spreadsheet that contains all of your respondents. If your respondents are in another electronic format, they must first be imported or copied to Microsoft Excel. The Excel Respondent File is then uploaded to your survey.
Respondent lists commonly originate from an employee or customer database and are electronically stored. For purposes of creating a Respondent File for your survey, your database must be imported or copied into Microsoft Excel.
You can either use an Excel worksheet of your own, or download a ready-made template with column headings already inputted. To use the Respondent File template, log in to your survey and go to DESIGN SURVEY, Respondents, Upload Respondent File.
Scroll down on the next page until you see an Excel icon labeled Get Excel Worksheet. Clicking on this icon will open a Respondent File Template.
Save the template to your computer first. Once saved, you can begin importing, copying, or typing in your respondents. There are 6 columns of respondent information to enter: -
Respondent ID - Required unique identifier of each respondent. You must create a unique Respondent ID for each person in your survey. Respondent ID's are required and cannot be left blank. Respondent ID's cannot contain any spaces or special characters; only numbers and letters are accepted.
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E-mail Address - Email address of each respondent. If you intend to send e-mail invitations to your survey, a valid e-mail address is required for each respondent.
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First Name - Optional first name of each respondent.
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Last Name - Optional last name of each respondent.
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Organization - Optional organization or company of respondent.
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Greeting Name - Optional greeting name of each respondent. This is used to personalize email invitations.
Once you have all your respondent information entered, save the Excel file to your computer. Once saved, you may then upload the respondent file to your survey.
Below is an example of a completed respondent list:
User-defined Fields
The above is an example of a typical respondent file. However if you would like to include additional information about your respondents, you may create User-defined Fields.
User-defined Fields are pieces of information about your respondents that are not included in the standard fields. If you would like to add more information about your respondents such as their division, department, business unit, region, supervisor, start year, and other demographic or personal information, you may do so with User-defined Fields.
First, create the User-defined Fields in your survey. To do this, log in to your survey and select DESIGN SURVEY, Respondents, User-defined Fields.
You will see a list of the default respondent fields. Below this are sixteen additional text fields - this is where you will create all User-defined Fields for your survey.
Begin by typing in each User-defined field in the text boxes provided; one per text box. Press [Save] when you are finished.
Creating an Excel Respondent File with User-defined Fields
User-defined Fields must be created as an extension to your Respondent File, starting in Excel Column G. You may create up to 16 User-defined Fields. Enter each piece of respondent information starting with the column headings.
IMPORTANT: The User-defined Fields you entered in your survey (above) must be entered in the same exact order as the User-defined Fields in your Excel File (compare below).
Notice that the first 6 columns (in black text) are the default fields, and the next 7 columns (in blue text) are User-defined Fields.
Once you have all your respondent information entered, save the Excel file to your computer. Once saved, you may then upload the respondent file to your survey.
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