Ysurvey Help - Creating and Editing Surveys

Creating and Editing Surveys
  1. How do I create a survey?
  2. How do I edit an existing survey?
  3. How do I enter a survey title and description?
  4. How do I apply a template?
  5. How can I send survey participants to another web page after they complete the survey?
  6. How can I restrict survey participation to one submission per participant?
  7. How do I preview my survey?
  8. How do I publish my survey?
  9. How can I change the fonts and colors of my survey?
 
How do I create a survey?
Once you have signed in to Ysurvey using your administrative user name and password, follow the steps below to create a new survey:
  1. Click "Create New Survey" on the "Manage Ysurvey" screen.
  2. Enter a title and description for your survey in the fields provided. The title and description will appear at the top of your survey.
  3. If you like, you can use the "Apply Template:" pulldown menu to select a template for your survey. Otherwise, the default template will be used. (You can customize the default template or create your own templates.)
  4. Enter the web address (starting with "http://") to which you would like to send survey participants after they complete your survey. If you leave this field blank, your survey participants will be taken to a simple page that says "Thank you for completing the survey."
  5. Click on the "Allow multiple submissions per person" checkbox if you would like to allow your participants to submit an unlimited number of responses to your survey. Leaving this checkbox unchecked will permit only one survey submission per participant.
  6. Enter your first survey question in the "Question:" field and any comments or instructions in the "Additional Comments:" field.
  7. Use the "Format" pull-down menu to select a question format.
  8. If you select the "Pull-down menu", "Radio button" or "Checkbox" format, an empty answer choice field will appear. Enter your first answer choice and then click the "more" link if you would like to enter another answer choice.
  9. Click "New Question" to add another question.
  10. Click "Preview" to display the survey as it will appear to your survey participants. Click "Edit Survey" if you would like to make changes to your survey. Click"Finish" if you are ready to generate your survey.

When you click "Finish", a text box will appear that contains a snippet of code. This code is used to create a link to your survey. Copy the code and paste it into whichever page you would like to display the link, wherever you would like the link to appear.

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How do I edit an existing survey?
Once you have signed in to Ysurvey using your administrative username and password, follow the steps below to edit any of your existing surveys:
  1. Click on the "Edit" link that corresponds to the survey you'd like to edit in the list of existing surveys on the "Manage Ysurvey" screen.
  2. Make any necessary modifications to your survey. If responses to your survey have already been submitted, you will see a warning message at the top of the screen. Please note that revising questions and answer choices to a survey with recorded responses may skew your survey results.
  3. Click "Save."

Please Note: Any changes you make to your survey will take effect immediately.

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How do I enter a survey title and description?
When creating a new survey, enter a descriptive survey title in the "Survey Title" field. This title will be prominently displayed at the top of your survey. Entering a survey description in the "Survey Description" field is optional. However, you can use this field to provide general instructions or to explain the purpose and goals of your survey.
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How do I apply a template?
You can modify the look of your survey by applying a custom template. While creating a new survey or editing an existing survey, select a template using the "Apply Template" pull-down menu. Click "Save" to update the survey. Click "Preview" to see how the survey looks with the selected template. (Clicking "Preview" will also automatically save your survey.)
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How can I send survey participants to another web page after they complete the survey?

When creating a new survey or modifying an existing survey, you can enter the web address to which you'd like to send participants after they complete your survey.

  1. Enter the web address (beginning with "http://") in the "Take users to this web address after completing the survey" field.
  2. Click "Save." Your change will take effect immediately.

Please Note: The web address field is optional. If you leave this field blank, your survey participants will be taken to a simple page that says "Thank you for completing the survey."

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How can I restrict survey participation to one submission per participant?
When creating a new survey or modifying an existing survey, you may select the "Allow multiple submissions per person" checkbox. Otherwise, only one submission per participant will be allowed. This will prevent individual participants from flooding your survey with responses, skewing your survey results.
 
How do I preview my survey?
When creating a new survey or modifying an existing survey, click the "Preview" button to see how your survey will appear to survey participants. The "Preview" button will also automatically save any changes you have made to the survey.
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How do I publish my survey?

When you're finished creating a survey, click the "Preview" button to see how your survey will appear to survey participants. If you are satisfied with your survey, click "Finish." When you click "Finish", a text box will appear that contains a snippet of code, as in the example below. This code is used to create a link to your survey.

<a href="http://www.mydomain.com/ysurvey/survey.php?s_id=1">Survey Title</a>

To create a link to your survey, copy the code and paste it into whichever page you would like to display the link, wherever you would like the link to appear.

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How can I change the fonts and colors of my survey?
When creating a new survey or modifying an existing survey, you may select a template for your survey using the "Apply Template" pull-down menu. (If you like, you can create templates or customize the default template.)
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