Thompson Rivers University
Thompson Rivers University

Quick Start Guide

Creating Surveys in SurveyMonkey

What is a collector?

  •  A collector is the term for an individual deployment of a survey to a selected group of people. The most common collectors are email collectors and web link collectors.

What is the difference between an email and web collector?

  • An email collector sends 1 unique survey link to each participant and a web link collector provides an easy to share web link to your survey.
  • Web Link Collector: provide an easy to share web link to your survey.

o   Can easily be distributed via Outlook email, Facebook, and other forms of social media.

o   The identity of the participant is not disclosed

o   One participant can complete the survey multiple times.

  • Email Collector: Sends 1 unique survey link to each participant

o   Unique survey link is sent from SurveyMonkey to participants Email.

o   Participants email address is required to send the unique link.

o   Participants cannot respond more than once, but can take their time to complete the survey.

o   You will be able to see how each individual participant responded.

How do I create a Web Collector?

  • First select the survey you would like to distribute then at the top left of the screen there will be 5 different links (Summary, Design Survey, Preview & Score, Collect Responses, and Analyze Results). Click on “Collect Responses”. 
  • Then select the section called “Add new collector” and choose the “Web link collector” option.
  • A web link will be automatically generated and you can adjust the options as needed. This link can be shared or distributed however you choose by copying and pasting.
  • You can also change if you want to receive multiple responses from one web link with the “Multiple responses” option.
  • IPE recommends changing the Survey End Page to your department webpage. This can be done by selecting “Show Advanced Options” and clicking on “Survey End Page” and selecting “On, show a custom end page upon survey completion” and filling in your desired end page.

How do I create an Email Collector?

  •  First select the survey you would like to distribute then at the top left of the screen there will be 5 different links (Summary, Design Survey, Preview & Score, Collect Responses, and Analyze Results). Click on “Collect Responses”. 
  • Then select the section called “Add new collector” and choose the “Email collector” option.
  • Next type in the email addresses of the target participants and make sure to hit enter after each email address is typed in and a gray box will surround the email address. There is also an “Add Recipients” option if you want to import the contacts from file or contact list. 
  • After you have added all the email addresses you can customize the email that will be sent out. You can change the subject line and the message included in the email. After you are done then select next.
  • Next you can adjust the custom options as needed. IPE recommends changing the Survey End Page to your department webpage. This can be done by selecting “Show Advanced Options” and clicking on “Survey End Page” and selecting “On, show a custom end page upon survey completion” and filling in your desired end page.
  • After you are done with your custom options, select next. Then you can review your recipients and send out your survey. After you have selected “Send Now”, check your email account to see if a verification email was sent to you. This doesn’t always happen but if it does you will need to verify the survey before it will be sent out. If you did not receive a verification email then your survey was already sent out.

Can I send reminders to participants?

  • Yes, for email collectors there is a special function to remind participants to complete the survey.

o   Go to My Surveys and click on the survey you are interested in.

o   Go to Collect Responses, and click on the active collector you wish to send out the reminders for.

o   On the Overview page, you will see a box called Message History, to the right of it you will see a gray box titled “Invite More” and “Send Reminder”. Click on “Send Reminder”

o   “Invite More” allows you to invite more people to participate in this open survey.

o   You will have a choice to send a reminder to those who have not yet started the survey and or to those who have started but not finished completing the survey.

How do I delete a Collector?

  • Select the survey with the collector you wish to delete. Then select “Collect Responses”. Next click on the three dots on the far right of the collector. That will give you the option to “Delete collector”.
  • There must be no responses in the collector in order for the collector to be deleted. In order to clear the responses, click on the three dots to the far right of the collector and there will be an option to “Clear all responses”.

How do I rename a Collector?

  • Select the survey with the collector you wish to rename. Then select “Collect Responses”. Next click on the three dots on the far right of the collector. That will give you the option to “Rename collector”.

How can I ensure that a recipient takes the survey only once?

  • With an email collector, participants can only respond once.
  • With a web collector, select the survey with the collector you wish to edit. Then select “Collect Responses”. Next click on the three dots on the far right of the collector. That will give you the option to “Edit collector”. The default setting option for “Multiple Responses” is off but it can be double checked to confirm it is off or changed in this menu.

 

Generating Reports in SurveyMonkey

How do I create a Report?

  • In Survey Monkey reports are called views. You can create a view by filtering the data source. Go to my Surveys and click on the survey you wish to generate the report for. Then Click on Analyze Results on the top right corner of the screen.
  • If you wish to filter for certain collectors then click on Current View. Below Current View you should see +Filter, +Compare, +Show. Click on +Filter.

o   Next click on Filter by Collector and select the collector(s) whose data you want to include in the report.

o   This will allow you to analyze individual collectors, compare between collectors, or combine the collector results into one data set.

o   +Show allows you to include or exclude specific pages or questions in your report.

  • For Summarizing Data there are 3 options: Question Summaries: provides a summary of the responses to specific questions, Data Trends: provides a summary of when participants completed responses, Individual Responses: responses for each individual.
  • For Question Summaries:

o   Quantitative Data can be displayed in charts, descriptive statistics, and basic statistical analysis.

o   First step is to find a question you want to report on. Then click on the gray Customize button on the top right of the question box. Chart Type shows you the type of charts you can create with this question. (the type of charts available is dependent on the format of the question)

o   Display Options allow you to include extra information of your question. Depending on the type of question, you may want to try using different combinations of these function. You can also customize the colors and labels on the charts.

o   For Qualitative Data or Open-ended responses there are 3 tags: Responses, to show the individual responses. Text Analysis, provides a basic world frequency analysis with the most frequent words being the largest. My Categories, allows you to categorize the responses into different themes or categories.

  • Once your view is ready, you can save it. First select +Save As (it should be green) and follow the steps to save your new report.
  • In order to export your report, it will be below the original view on the left side of the page after you have saved it. Select the three dots and click on export view. Select the formatting you wish and you can also rename the file.

 

If you still require additional help on the new survey tool please visit the Survey Monkey HELP centre for detailed instructions on using SurveyMonkey, or you can contact us at IPE@tru.ca
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