Getting Started Guide

This short guide explains the steps that you need to follow to create an account, create a new online survey, add questions to your survey, invite participants, and to analyze the results of your survey.

We strongly recommend that you use Mozilla Firefox, Google Chrome, Opera, or Apple Safari when using Interceptum. These browsers offer much better performance than Internet Explorer.

Creating Your Account

  1. Open the following address in your web browser: http://interceptum.com/pa/en/online-surveys

  2. Enter the required information.

  3. Click on the "Create Account" button.

  4. You will automatically be redirected to the login page.

  5. Enter your login information and press the "Login" button.

Creating Your Survey

  1. Click on the "Surveys" tab located at the top of the administrative user interface.

  2. Click on the "Add new survey." button.

  3. Enter "Search Engines" as the Survey's Name.

  4. Select "Public" as the Survey's Access Type(s).

  5. In the introduction field, enter the Survey's Introduction.

  6. In the Conclusion field, enter the Survey's Conclusion.

  7. If you want to display a privacy policy:

    1. Check the "Show Privacy Policy" checkbox.

    2. In the Privacy Policy field, enter the Survey's Privacy Policy

  8. Click on the "Save" button.

  9. When the save is complete, you can click on the "Links" tab in the survey window to see the web site address that can be used by participants to access the survey.

  10. Next, you need to create Questions for your survey.

Adding Questions to Your Online Survey

Once the survey is created, you can create the survey's questions. In this short guide, we will add two questions to the "Search Engines" survey.

Adding a Multiple Choice Question

Follow these steps to add a multiple choice question:

  1. Click on the "Surveys" tab located at the top of the administrative user interface.

  2. Select the "Search Engines" Survey in the list of Surveys below the "Surveys" small tab located on the left hand side of the administrative user interface.

  3. Click on the "Add new question." button.

  4. In the new question dialog, select "Multiple Choice" and press the "Create" button.

  5. Enter "Search Engines" as the Question's name.

  6. In the field "Question Text" enter "Which of the following search engines do you use?" as the Question's Text.

  7. Create the question's Answers

    1. Enter "A" as the first answer's "Answer Identifier".

    2. Enter "Google" as the answer's "Answer Text".

    3. Enter "B" as the second answer's "Answer Identifier".

    4. Enter "Yahoo!" as the answer's "Answer Text".

    5. Click on the "Add" button.

    6. Enter "C" as the third answer's "Answer Identifier".

    7. Enter "Ask.com" as the answer's "Answer Text".

    8. Click on the "Add" button.

    9. Enter "D" as the fourth answer's "Answer Identifier".

    10. Enter "Bing" as the answer's "Answer Text".

  8. Click on the "Save" button.

  9. Click on the "Preview" tab beside the "Edit Question" tab to preview the question.

Adding a Categorical (Single Choice) Question

Follow these steps to add a categorical (single choice) question:

  1. Click on the "Surveys" tab located at the top of the administrative user interface.

  2. Select the Survey to which you want to add a Question in the list of Surveys below the "Surveys" small tab located on the left hand side of the administrative user interface.

  3. Click on the "Add new question." button.

  4. In the new question dialog, select "Categorical" and press the "Ok" button.

  5. Enter "Favorite Search Engine" as the Question's name.

  6. In the field "Question Text" enter "Which of the following search engines is your favorite?" as the Question's Text.

  7. Create the question's Answers

    1. Enter "A" as the first answer's "Answer Identifier".

    2. Enter "Google" as the answer's "Answer Text".

    3. Enter "B" as the second answer's "Answer Identifier".

    4. Enter "Yahoo!" as the answer's "Answer Text".

    5. Click on the "Add" button.

    6. Enter "C" as the third answer's "Answer Identifier".

    7. Enter "Ask.com" as the answer's "Answer Text".

    8. Click on the "Add" button.

    9. Enter "D" as the third answer's "Answer Identifier".

    10. Enter "Bing" as the answer's "Answer Text".

  8. Click on the "Save" button.

  9. Click on the "Preview" tab beside the "Edit Question" tab to preview the question.

Adding a Matrix (data table) Question

Follow these steps to add a Matrix question:

  1. Click on the "Surveys" tab located at the top of the administrative user interface.

  2. Select the Survey to which you want to add a Question in the list of Surveys below the "Surveys" small tab located on the left hand side of the administrative user interface.

  3. Click on the "Add new question" button.

  4. In the new question dialog, select "Matrix" and press the "Ok" button.

  5. Enter "Number of Searches" as the Question's name.

  6. In the field "Question Text" enter "How many searches do you do with the following search engines?" as the Question's Text.

  7. Create the question's Rows

    1. Enter "Google" as the row's "Caption".

    2. Click on the "Add a new Row." button in the "Rows" header.

    3. Enter "Yahoo!" as the row's "Caption".

    4. Click on the "Add a new Row." button in the "Rows" header.

    5. Enter "Ask.com" as the row's "Caption".

    6. Click on the "Add a new Row." button in the "Rows" header.

    7. Enter "Bing" as the row's "Caption".

  8. Create the question's Columns

    1. Enter "Per month" as the column's "Caption".

    2. Select "Number" as the column's "Type".

    3. Click on the "Add a new Column" button in the "Columns" header.

    4. Enter "Per month" as the column's "Caption".

    5. Select "Number" as the column's "Type".

    6. Click on the "Add a new Column" button in the "Columns" header.

    7. Enter "Per month" as the column's "Caption".

    8. Select "Number" as the column's "Type".

  9. Click on the "Save" button.

  10. Click on the "Preview" tab beside the "Edit Question" tab to preview the question.

Adding a Likert Scale Question

Follow these steps to add a Likert Scale question:

  1. Click on the "Surveys" tab located at the top of the administrative user interface.

  2. Select the Survey to which you want to add a Question in the list of Surveys below the "Surveys" small tab located on the left hand side of the administrative user interface.

  3. Click on the "Add new question" button.

  4. In the new question dialog, select "Likert Scale" and press the "Ok" button.

  5. Enter "Satisfaction Level" as the Question's name.

  6. In the field "Question Text" enter "Indicate your satisfaction level with these elements" as the Question's Text.

  7. Create the question's Likert Scale Items

    1. Enter "Very Satisfied" in the field "Likert Scale Item".

    2. Enter "Satisfied" in the field "Likert Scale Item".

    3. Click on the "Add a new Likert Scale Item" button in the "Likert Scale Items" header.

    4. Enter "Unsatisfied" in the field "Likert Scale Item".

    5. Click on the "Add a new Likert Scale Item" button in the "Likert Scale Items" header.

    6. Enter "Very Unsatisfied" in the field "Likert Scale Item".

  8. Create the question's Statements

    1. Enter "Relevance of search results" in the field "Statement".

    2. Click on the "Add a new Statement" button in the "The statements to be rated using the Likert scale" header.

    3. Enter "Number of search results" in the field "Statement".

    4. Click on the "Add a new Statement" button in the "The statements to be rated using the Likert scale" header.

    5. Enter "Advertisements in the search results" in the field "Statement".

  9. Click on the "Save" button.

  10. Click on the "Preview" tab beside the "Edit Question" tab to preview the question.

Adding a Free Form Text Question

Follow these steps to add a Matrix question:

  1. Click on the "Surveys" tab located at the top of the administrative user interface.

  2. Select the Survey to which you want to add a Question in the list of Surveys below the "Surveys" small tab located on the left hand side of the administrative user interface.

  3. Click on the "Add new question" button.

  4. In the new question dialog, select "Free Form Text" and press the "Ok" button.

  5. Enter "General Comments" as the Question's name.

  6. In the field "Question Text" enter "Please provide any additional comments you may have" as the Question's Text.

  7. Click on the "Save" button.

  8. Click on the "Preview" tab beside the "Edit Question" tab to preview the question.

Preview Your Survey

Now that you have a complete survey with two questions, you can preview your survey. To preview the survey, follow these steps:

  1. Click on the "Surveys" tab located at the top of the administrative user interface.

  2. Select the Survey you want to preview in the list of Surveys below the "Surveys" small tab located on the left hand side of the administrative user interface.

  3. Click on the "View the selected survey as a participant" to open your Survey in a new window. You Survey will be displayed exactly like it would for participants.

Inviting Participants

For this example, participants will be invited by email. To invite participants, follow these steps:

  1. Click on the "Surveys" tab located at the top of the administrative user interface.

  2. Select the Survey for which you want to invite participants in the list of Surveys below the "Surveys" small tab located on the left hand side of the administrative user interface.

  3. Click on the "Manage the selected survey's participants." button.

  4. In the new window that opened, click on the "Add survey participants" button to launch the invitation wizard that will let you enter the participants' name and email address, and compose your invitation message.

  5. If your account is multilingual, select the languages in which you want to send your invitation message and press the "Next" button. If your account has only one language, you will automatically proceed to the next step.

  6. Select the information fields you will provide for each participant to be invited. To invite participants by email, you at least need their email address, the first and last name are optional. Once you have selected which information you will use, click on the "Next" button.

  7. For each participant you want to invite, type their first name, last name and email address on a separate line. The different values must be separated by commas. For example: John,Doe,john.doe@internet.com. The information for each participant must be entered on a separate line. When you are done entering the information for all participants, click the "Next" button.

  8. In the next step there is a tab for each language of your invitation message. For each language, enter the subject of your invitation email in the "Invitation Message Subject" field.
  9. Below the subject, you can draft the template of your invitation message.

    A default invitation message template will appear for each language you selected in the first step. The default message contains the Special Tags that will be replaced with the personalized values when sending the invitation message to each participant. Each Special Tag is framed with the "$$" characters.

    To add Special Tags in your invitation message template, follow these steps:
    1. In the message template, position the cursor/caret where you want to add the Special Tag.
    2. Select the field for which you want to add the Special Tag in the "Fields" list.
    3. Click on the "Add" button.
    4. The Special Tag will appear in your invitation message template and will be replaced with its value when the personalized invitation message is sent to each participant invited.

  10. Once you are done drafting your invitation message template in each language, click on the "Finish" button to send the invitations. Invitation messages sent by email can take up to 10 minutes before reaching their destination.

Tracking Participants Who Completed Your Survey

To see which participants have completed the Survey, follow these steps:

  1. Click on the "Surveys" tab located at the top of the administrative user interface.

  2. Select the Survey for which you want to invite participants in the list of Surveys below the "Surveys" small tab located on the left hand side of the administrative user interface.

  3. Click on the "Manage the selected survey's participants." button.

  4. The participants you invited will appear in a grid.

    1. If a participant has viewed the survey, a date will appear in the "Date Accessed" column.

    2. If a participant has completed the survey, a date will appear in the "Date Completed" column.

  5. To view a participant's answers, double click on the grid row to open a report of the participant's answers.

Analyzing Results

Once the participants have completed the survey it is time to analyze the results by generating a report. To create a Report to analyze a Survey's results, follow these steps:

  1. Click on the "Analysis" tab located at the top of the administrative user interface.

  2. Click on the small "Surveys" tab located at the top of the administrative user interface.

  3. Select the Survey for which you want to create a Report in the Survey Reports tree below the "Surveys" small tab located on the left hand side of the administrative user interface.

  4. Click on the "Create a new report." button.

  5. Enter a name for the Report and an optional description.

  6. Select the questions to include in the report. By default, the new report includes all the survey questions.

  7. Click on the "Save" button.

  8. Select the Report you created in the Survey Reports tree below the "Surveys" small tab located on the left hand side of the administrative user interface.

  9. Click on the "View the selected report." button to view the results of your Survey.

Conclusion

Our short getting started guide is now complete. To obtain help on more advanced features of the Interceptum platform, consult the "Overview" help topics in the online help. These topics provide detailed information on concepts in the Interceptum platform.

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