FAQ: Displaying Respondent Information
Q: What are my options in displaying respondent details?
When inviting known respondents to take your survey, you have the option to display specific information about each respondent on your email invitations and the survey itself. You can also include this information as part of your raw data download, to incorporate as part of your analysis and demographic filtering.
For example, if you are conducting internal employee reviews and sending email invitations to every person in your company, you might want to display key information within each email such as:
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Person You Are Evaluating
- Expected Completion Date
When a person receives their email invitation, they will know exactly whom they are evaluating, and when they are expected to complete the evaluation.
Help Desk Satisfaction Survey Example
Another example of displaying respondent information is taken from a Help Desk Satisfaction Survey. To follow up with customers who request help or report technical issues, and to measure satisfaction with the assistance they received, this satisfaction survey is sent via email to customers shortly after their help desk experience.
We want to display key information about the help desk call within the email invitation and survey, such as:
- Help desk ticket number
- Nature of call
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Call center location
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Name of analyst who assisted you
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Date/Time request was made
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Date/Time request was resolved
Displaying this information will remind the customer of the help desk call. It will also become an integral part of the data analysis. You can include respondent information in your survey results, ultimately producing reports that allow you to filter results based on nature of call, location, time period, or to create individual reports on analysts.
Steps To Display Respondent Information
To follow these steps, you'll need to have already created your respondent list.
After your respondent list is created, you have the option to display particular information about the respondent in one or all of the following places:
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Inside email invitations
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At the top of each survey page
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Within the survey results
Using the Employee Evaluation example, your Excel respondent file will look similar to this:
First decide which information you would like to display on your email invitations and survey.
For this example, we want to display the Person You Are Evaluating and the Expected Completion Date on the email invitation. On the survey, we will only display the Person You Are Evaluating. In this example, the Relationship field will be hidden from view of the respondents and used only in the downloaded results.
Select "Design Survey," Respondents, User-defined Fields.
Next you will see options for displaying respondent information on Email and Survey. The User-defined fields must match your column headings, as they do in the above spreadsheet.
Select your preferences for email invitations and survey, then select [Save] at the bottom of the page.
Next, select "Design Survey," Layout & Navigation, Text & Messages.
On this screen, you will need to select the checkbox labeled Show Respondent On Survey. This is to activate the respondent information you elected to show on the survey. Use [Save] after you have selected this checkbox.
The survey options have been set, and you can activate your survey and send invitations.
Displaying Respondent Information in Downloaded Survey Data
After your survey has collected responses, you can download your survey results with the respondent information included.
To do this, select "My Surveys," My Survey Results.
You will see three download options:
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Run a report
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Export data to my computer
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View data exported and saved previously (my download files)
Select Export data to my computer (in the format of your choice), and select [OK].
You will come to a screen that lists advanced download options. From this list, be sure to select the checkbox labeled Show Respondent Fields. You can also select other options for your download.
Once selected, use the [Download Now] button. The process will run for a few seconds to a few minutes, depending on the amount of raw survey data and your connection speed. Once the process stops, select the View Download Files link. You will see your download file listed at the top of the next screen.
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