Survey On The Spot
14 Buswell Park, Newton, MA 02458
Phone: 888.330.7118
Email: sales@surveyonthespot.com
twitter.com/surveyonthespot
surveyonthespot.com/blog
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Survey On The Spot
Phone: 888.330.7118
twitter.com/surveyonthespot |
As a business user, you will click on the link marked “Businesses” on the bottom right corner of the screen to learn about Survey On The Spot and to setup an account for your business. The sign up link at the top right corner of the screen is for survey takers and not business users.
Once you are on the businesses page, you will see an overview of the product, a link to a video that walks you through many of the features, and a link to a brochure (in case you want to share it with colleagues!). Click the SIGN-UP button in the top right corner to learn about the different plans.
Signing up for a Survey On The Spot business account is a simple three step process. The first step is to choose a plan.
Each plan is explained in detail on this page and once you have decided on a plan simply click on the appropriate sign up tab. Please note that if neither the Basic or Pro plans suit your needs, please contact our sales or support staff by email or click the “Contact Us” button at the top of the page so we can discuss your needs and build a customized plan that’s just right for your organization.
The second step in the sign-up process is filling out a simple one page form with your user name, password, business and credit card details. This is a “secure” page to protect your privacy. Once you are sure that you have typed in the correct information, click the “Create Account” button.
Once you have successfully filled in all details, simply click on the green tab to log in to your new account! A sign-up notification and receipt will be sent to the email address you entered (which is your user name when logging into Survey On The Spot).
Creating a survey is an easy process. The web interface is built to make the process systematic and easily understandable.
Watch a screencast of this step
The first step is to add a location for your business using the “Administration” tab. Locations are necessary to differentiate between different branches of a particular business and so that different managers can be set for each branch if necessary. Please click the “Administration” main tab on the top of your screen and then click “Locations” sub-tab on the left side of the screen.
Once you click on the green “Add Location” button, a form will come up in which you will have to fill in the location details. Once you are done, simply hit “Save.”
This will take you to the “Manage Locations” page where you can see all the store locations and related information. The “Store Code” is a unique identifier for each location/branch. After you have completed entering your location or multiple locations, please click on the “Surveys” tab on the top.
Watch a screencast of this step
As a new user, you will encounter the screen shown above. You have the option of starting off with a pre-made survey template that can be selected from a drop down menu or you can simply hit the green “Create Survey” button and start your own.
Once you start creating a survey you will encounter an “Add Survey” form. This form asks for the basic information about your survey including the title, intro message text, thank you message text, and optionally the date range for the survey.
The intro message text is a “welcome screen” that will be the text displayed at the beginning of your survey.
The thank you message text is the displayed when the user completes the survey.
The disqualification text is shown if the person taking the survey does not meet the requirements you establish. This is discussed in detail in the “Branching” section of the guide.
The start and end dates are optional and will limit the date range that a survey will be available.
Watch a screencast of this step
Watch a screencast of all the question types
Once you save the initial form, you will see the “Edit Survey Questions” page. Here, you will be able to add and edit the questions for your surveys. There are seven question types; standard multiple choice, multiple-select, time, date, text, photo and display text.
The question types are described below:
Multiple Choice – The person taking the survey may select one item from the list. On the iPhone, iPad and iPod touch multiple choice questions may use the Survey On The Spot “Thumb Slider” to select from a range of Thumb Down to Thumb Up. This range may have as many segments as desired (for example 1 – 5, Dissatisfied – Satisfied, etc.)
Multiple Select – The person taking the survey may select one or more items
Time – Enter a time
Date – Enter a date
Photo – [Pro and Enterprise accounts only] - The photo question enables you to ask the person taking a survey to take a picture, and optionally enter a comment further describing the picture. This question will only be included if the survey is being taken on an iPhone.
Text- This question type uses the keyboard to enter information. There are several “style” options to choose from on the “dropdown” list. Options include entering either one line or multiple lines of text, or special formatted text entry. There are several formatted text entry options including e-mail, phone number, or numeric entry.
In addition, there are specialized patterns available. These include a specific number of digits, US Currency, US Phone Number (with area code optional), US Postal Code, and other patterns requested by user's. If you need something special, please let us know!
Display Text - enables you to provide information within your survey and simply displays the text you provide. This is useful for transitions between sections of your survey.
Once you click on a question type to add a question, you will see an “Edit (name of question type) Question” page where you can type in the question, select a response type depending on question type and reporting chart type. You can also check the box to make it a compulsory/required question (that the user cannot skip).
When editing questions, you will be presented with several options, including:
Watch a screencast on Branching
Survey On The Spot provides a powerful tool called ‘Branching.’ As the name suggests, this feature allows you to present questions based on users’ answers to previous questions. For example, if a user replies ‘yes’ to question A then question B comes up next . However, if the user replies ‘no’ instead, question C pops up and skips question B.
Question A
branching gives you the following options as to what action a particular response should bring up:-
1) Another question.
2) End the survey (brings up ending text that you typed in while first creating the survey).
3) Disqualify user from survey (brings up disqualification text that you may or may not have typed in while first creating the survey).
You can edit branching or even disable it anytime from the “Edit Survey Questions” page. Please note that you will not be able to move/switch positions of questions if branching is enabled as this could create branching errors.
To activate a survey you simply need to click on the red “inactive” link below a survey in the Survey List. This will toggle the survey to “Active” status which will result is survey submissions being collected on the Survey On The Spot server.
Through Survey On The Spot, you can create a reward for encouraging survey participation. To create a reward, click on the “Create a reward” tab on the left.
You will see an “Add Reward” form. Through this form, you can select an image for the reward, a title, a short summary and validity. Mobile and web longevity determine for how long a reward is valid for after a customer selects to “redeem” the reward on mobile device or the web.
After you add a reward it will show up in a list of rewards under the title, “Manage Rewards.”
Personalized reports are one of the most useful features of Survey On The Spot. They allow a simple way to undertake performance and/or customer service management.
To view a report summary, click on the reports tab on the tab. This will pull up a list of reports for your present and past surveys.
To view the summary report, click on the “view summary report” link below a survey.
You can filter this summary to include survey responses
The reports are presented in a pie style chart or whichever reporting style you chose for that particular question while creating the survey.
Clicking on “View Submissions” brings up a list of individual survey submissions and these can be filtered according to the categories mentioned in the previous section.
The Location Aggregate Report is only available for Pro and Enterprise accounts. You can download an aggregate report in excel format for a particular location that compares its survey question responses to all responses for all locations.
As an admin user, you have the option to add locations, edit users (the managers for various locations of your store/business), edit admins (other users who will have administrative abilities over the account) and go to the branding designer.
You can add a user (a location manager) simply by putting in his or her email address once you click on the green “Add user” button.
Once you fill in the email, simply click on “Assign.” Now, you can edit the user account by specifying whether or not the user will receive email alerts and to which email. You can also assign levels/locations. After you hit save, that particular user will be able to log into our website to look at reports for his or her assigned locations.
You can assign more admins and if needed un-assign them as well. However, the admin account with which the Survey On The Spot account was set up with will always be an admin account and cannot be changed/removed.
Watch a screencast on Branding
The branding designer is an easy to use interface for customizing the graphics on your survey with your logos and colors. The Branding Preview page introduces the designer and explains its capabilities. Clicking “Branding Designer” takes you to the Designer page.
There are two tabs on the designer, one for the iPhone and the other for the web. You can save and exit at any point. For the iPhone, you can design a new background and add a logo.
When you design a new background, you will be able to select a background image and then change the colors of various components like the title bar and background logo.
The designer for the web interface functions in a similar ways. You can play around and change colors of various components like the title bar and main background. All the changes can be seen in the preview panel on the right.
Once you are satisfied with the preview, simply click “Save and exit” on the top right.
Graphic Specifications:
All images should be saved as PNG and should be 72 pixels per inch resolution.
The following are required graphics for Survey On The Spot (if you don’t want to use the default). Please contact our support department at 888.330.7118 if you have questions or need assistance.
On the “iPhone Design” page
On the “Web Design” page
Tutorial 1, Part 1: Adding Locations
Tutorial 1, Part 2: Adding Surveys
Tutorial 1, Part 3: Adding and Editing Survey Questions