Recon

After we’ve defined our goal in the “Context” section of the app, we can now go ahead and design and disseminate our survey in the “Recon” section of the app. The “Recon” section of the app is comprised of three parts: Choice, Survey, and Collect.

  1. Choice: The Choice part of “Recon” is made up of Competitive Offerings, Choice Factors, and Preset Customers.
  2. Survey: The Survey part of “Recon” is made up of all the survey pages
  3. Collect: The Collect part of “Recon” is made up of our Links, Email, Social, Phone, and Panel tabs.

Choice

Competitive Offering

  1. The Competitive Offering tab in “Recon” gets automatically populated with the competitive offerings we created in our “Context” page.
    1. If we want to add a competitive offering, we can do so by filling the new offering into the “Company Name” and “Product Name” boxes and then clicking on the green “plus” sign.
    2. If we want to designate a competitive offering as “Ours” (and thus have this be the “Blue Circle”), then we click on the yellow star within the competitive offering pill that we want to make ours.
    3. If we want to turn a competitive offering off or on, we click on the check mark that’s on the right hand side of every competitive offering pill. If we turn a pill on (which will turn the pill green) this competitive offering will be a part of our survey. If we turn it off, then this competitive offering will not be part of our survey.
    4. If we want to delete a competitive offering all together, then we hover over a competitive offering pill. Once we do that, we’ll see an “x” at the right hand side of the pill. If we click on the “x” the competitive offering will be deleted. Note: if we delete a competitive offering and we’ve already collected data on it, the data associated with this competitive offering will be permanently deleted. As a best practice, we recommend that you don’t delete any competitive offerings after they’ve been created (unless you haven’t collected data on them).
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Choice Factors

  1. In this area, we create “Choice Factors” for our survey. Choice factors are attributes that we believe our target segments value when they’re making the decision to purchase your offering or your competitor’s offering. Choice Factors will appear in two parts of our survey, the “Importance” section and the “Ratings” section.

    1. We create choice factors by writing them into the grey box that says “Add a New Choice Factor…” and then clicking on the green plus sign.
    2. We can turn a choice factor on and off by clicking on the toggle on the left hand corner of the choice factor. When we create choice factors, they are automatically “in” our survey (and thus will be green). If they are turned off (and thus not part of our survey), they will be grey.
    3. We can delete a choice factor by clicking on the pad and paper icon on the right side of the factor, which opens up a small, popup modal that has a button for “Delete Choice Factor” in the bottom right corner.
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    1. We have the ability to write notes in our choice factors as well. In order to do that, simply click on the pad and paper icon and enter any notes you desire on the “Notes” line.
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    1. Most of our customers have a classification system for their choice factors (e.g., price related, quality related, customer service related, etc.). If you want to keep track of that classification within the app, you can do so by creating a “tag” for your choice factor. You can add a new tag by writing it in the “Tags” field and then clicking on the “plus” sign.
    2. If a choice factor has a note associated with it, it its pad and paper icon will turn white.
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    1. If you want to view choice factors with a certain “tag” you can do so by clicking on the filter icon on the upper right hand side of the choice factor page. Once you click on the filter, you’ll see the filters menu appear.
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    1. If you want to isolate choice factors by “tag” all you do is click on the tag you want to see and click apply.
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    1. If you scroll down on the page, you’ll see the option to toggle on “Discovered Choice Factors.” Toggling this option on will allow respondents to submit choice factors that are important to them but aren’t on the survey.
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    1. If you choose to enable the Choice Factor Discovery Features and respondents submit their choice factors, they will appear on the bottom of the Choice Factors Page.
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    1. If you want to incorporate them into the “Current Choice Factor” list on the top of the page, you can do one of two things [NOTE: Once you turn a Discovered Choice Factor into a Current Choice Factor, or if you combine several Discovered Choice Factors together, or if you combine a Discovered Choice Factor with a Current Choice Factor, this action cannot be undone, and the change is permanent]

      1. Click on the Discovered Choice Factor and drag it into the white space under Current Choice Factors.
      2. Click on the check box next to the Discovered Choice Factor and click on where it says “Create” and the Discovered Choice Factor will go into the Current Choice Factor list.
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    2. If several of the Discovered Choice Factors talk about the same thing, you can choose to combine them into one Choice Factor. You can do this by:

      1. Clicking on the checkmarks next to the similar Choice Factors and clicking “Create.”
      2. Clicking on the checkmarks next to the similar Choice Factors and dragging them up to the white space under Current Choice Factors.
    3. If you want to combine a Discovered Choice Factor with an existing Choice Factor, you can do so by dragging the Discovered Choice Factor on top of the existing Choice Factor and releasing your mouse.

Preset Customers

  1. In the preset customers section, you can define the profile of your target segment based on the selection of certain answer options from the additional questions you create. Please create additional questions before creating preset customers.

    1. The first thing you’ll see on the Preset Customers tab is the ‘Everyone’ Preset Customer. This preset includes everybody in the data set.

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    2. To create a new preset customer group:

      1. First, name your preset customer group and click on the plus sign.
      2. Then, select the questions and answer choices that will determine which respondents get grouped in the preset customer group. This will automatically save.
      3. If you want to delete a preset customer group, select the preset customer group on the left hand side of the screen, and then click “Delete”
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Survey

Welcome

  1. The “Welcome” tab is where we design the first page of the survey that respondents will see. It gives a general context of what to expect during the survey.
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  1. This page is customizable. If you click anywhere on the Welcome tab text, a CK editor bar will appear. Please feel free to customize this page as you wish. Additionally, if you click on where it says “Welcome” on the page, you can customize that header to say whatever you would like.
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Getting Started

  1. The “Getting Started” tab is where you can create a screener question for your survey. A screener question allows you to control the audience that takes the survey.
  2. Creating a screener question is optional. If you want to create one, please click on the green plus sign next to where it says “Create Screener”
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  1. After you click on the green plus sign, you go ahead and create the screener question. First, decide whether you want to have a screener question where respondents can choose one answer choice or many
  2. Then, assign the screener question a unique name
  3. Then, write the question in
  4. Then, decide what the answer options values will be (click on plus sign to add answer choice)
  5. Finally, decide which answer value will allow a respondent to move continue through the survey (green thumbs up) and which answer choice(s) will screen respondent out. You may add as many screener questions as you’d like.
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Importance

  1. The importance tab is where we ask the first question of the survey: the “Importance” question. In this part of the survey, we focus on the customer choice we want to study, and ask our respondents to tell us what’s most important to them when they’re making that choice. The application pre-populates this question, and you can fully edit it.
  2. In this section, you will see the choice factors you created in the Choice Factors tab of the “Choice” section of Recon with a 5 point Likert scale right below it.
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  1. You can also add a choice factor in this section by writing one in the “Add a New Choice Factor…” box and then clicking on the plus sign at the bottom of the page. If you want to edit a choice factor, you can do so by going back to the Choice section and then going to the Choice Factors tab.
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  1. Additionally, if you look at the top right of the page, there is a toggle for Discovered Choice Factors. You can turn this feature on and off at this point as well.
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Familiarity

  1. The Familiarity tab of the Survey part of Recon is the second survey question respondents will see. This section is designed to do two things. First, it gives us the ability to capture data on how familiar respondents are with the competitive offerings we want to ask them about. Second, it acts as a secondary screener page. If respondents are not familiar with the competitive offerings, then this will be the termination point of their surveys. If you click on the header, you can edit it to whatever you would like.
  2. The application will pre-populate the Familiarity question header. If you click on it, you can then customize it.
  3. The application will also pre-populate the answer choices in this section of the survey. The answer choices that you select will appear under each competitive offering.
  4. You can keep them as is or edit them. You can edit them by clicking on the answer choice text.
  5. If a respondent is not at all familiar with an offering, we recommend that they not rate this offering in the following section of the survey (Ratings). In order to design the survey to do this, make sure that there’s a red thumbs down sign right on the right hand side of the answer choice.
  6. If a respondent is familiar with the offering (within varying degrees), then they should be able to rate the offering. Make sure that the answer choice you want to use to allow people to go ahead and rate the offering has a green thumbs up on the right hand side of the survey.
  7. If you want to add an answer choice, please write in the answer choice and then click on the plus sign.
  8. If you want to move answer choices around, please click on the up/down arrows on the left hand side of the answer choices to do so.
  9. If you want to delete an answer option, please click on the “x” on the right hand side of the answer choices.
  10. If you want respondents to rate all competitive offerings in your survey, you can also “turn off” this part of the survey by clicking on the green switch and turning the question off.
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  1. If you want to add a competitive offering, you can do so on this page. You scroll down to the bottom and can write in a company name and product name and then click on the plus sign.
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Ratings

  1. The Ratings tab is where you can design the “Ratings” section of your survey. In this section, respondents can rate the offerings you would like for them to rate.
  2. Each competitive offering will have its own page. You can click on each competitive offering to select which page to review and edit. Your offering will be designated by a star.
  3. You can add a competitive offering by writing in the appropriate boxes and then clicking on the plus sign.
  4. You can edit the question header by clicking on directly on the question header text box
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  1. You can also add a choice factor in this section by writing one in the “Add a New Choice Factor…” box and then clicking on the plus sign at the bottom of the page. If you want to edit a choice factor, you can do so by going back to the Choice section and then going to the Choice Factors tab.
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  1. Finally, there is a toggle on the top-right section of the Ratings tab. This turns on the “Express Survey” feature. The Express Survey feature will enable survey takers to only rate choice factors that they stated were important to them on the Importance part of the survey.
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Ownership

  1. The Ownership tab allows you to design the Ownership section of the survey. This section is designed to allow you to ask your respondents whether or not they currently own or use the offerings that you are asking about.
  2. The application will pre-populate the Ownership question header. If you click on it, you can then customize it.
  3. The application will also pre-populate the answer choices in this section of the survey. The answer choices that you select will appear under each competitive offering.
  4. You can keep the answer choices as is or edit them. You can edit them by clicking on the answer choice text.
  5. If you want to add an answer choice, please write in the answer choice and then click on the plus sign.
  6. If you want to move answer choices around, please click on the up/down arrows on the left hand side of the answer choices to do so.
  7. If you want to delete an answer option, please click on the “x” on the right hand side of the answer choices.
  8. If you don’t want respondents to answer this part of the survey, you can also “turn off” this part of the survey by clicking on the green switch and turning the question off.
  9. If you want to edit how the header reads, you can click on it and edit it.
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Intent

  1. The Intent tab allows you to design the Intent section of the survey. This section is designed to allow you to ask your respondents whether or not they intend to purchase or use the competitive offerings in your survey.
  2. The application will pre-populate the Intent question header. If you click on it, you can then customize it.
  3. The application will also pre-populate the answer choices in this section of the survey. The answer choices that you select will appear under each competitive offering.
  4. You can keep the answer choices as is or edit them. You can edit them by clicking on the answer choice text.
  5. If you want to add an answer choice, please write in the answer choice and then click on the plus sign.
  6. If you want to move answer choices around, please click on the up/down arrows on the left hand side of the answer choices to do so.
  7. If you want to delete an answer option, please click on the “x” on the right hand side of the answer choices.
  8. If you don’t want respondents to answer this part of the survey, you can also “turn off” this part of the survey by clicking on the green switch and turning the question off.
  9. If you want to change how the header reads, you can click on the “Intent” header and edit it.
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Additional Questions

  1. The “Additional Questions” tab is where you can create a screener question for your survey. An additional question allows you to capture demographic data and other data from your survey respondents.
  2. Creating an additional question is optional. If you want to create one, please select where it says “Add New Question”
  3. You can either add a pre-created question by clicking on the “Add New Question Box” and selecting the pre-created question or create a completely brand new one.
  4. After you select the “Add New Question Box” a grey box will pop up where you can either edit the pre-existing question you selected or create a completely new one.
  5. First, decide whether you want the question type to be a “Choose One” or a “Select All That Apply”
  6. Then, assign the additional question a unique name (if it doesn’t have one already)
  7. Then, write the question in or edit the existing one.
  8. Then, decide what the answer option values will be (click on plus sign to add answer choice)
  9. Then click on “Save”
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  1. Once you have created your additional questions (we recommend you create no more than ten in order to keep our surveys under five minutes), you can change the order of the questions by clicking on the up/down arrows next to the questions.
  2. If you would like to de-activate the question from the survey, you can turn it off by clicking on the question switch on the left-hand side. De-activated (or inactive survey questions will be automatically placed at the bottom of the page).
  3. You can also edit the unique question name once it’s been created by clicking on the header text.
  4. If there are more than five answer choices for an additional question, it will display the answer choices in a Dropdown menu.
  5. If you change your mind about wanting a “Choose One” or “Choose All That Apply” question, you can switch the type on the upper right hand corner.
  6. You can also delete a question by clicking on the “x” on the upper right hand corner. However, if you delete a question that has data associated with it, you will permanently delete the data as well. Please proceed with caution when deleting anything in our application.
  7. You can also edit the question header once it’s been created by clicking on the question header text.
  8. If you would like to change the order in which the answer choices appear, you can do so by clicking and dragging the answer choice using the up/down arrows.
  9. If you think of another answer choice, you can also add that at the bottom of each question.
  10. If you would like to edit the answer choices, you can do so by clicking on the answer choice text.
  11. You can also delete an answer choice by clicking on the “x” on the far right of the answer choice. As with everything in our application, if you delete an answer choice and you have already collected data, the data collected associated with this answer choice will be permanently deleted.
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Thank You

  1. The “Thank You” tab is where we design the last page of the survey that respondents will see. It thanks the respondents for taking the survey.
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  1. This page is fully customizable. If you click anywhere on the Thank You tab text, a CK editor bar will appear. Please feel free to customize this page as you wish and remember to click on the green “Save” button. You can also edit the header.
  2. If you want to enable our application to collect your respondent’s first name, last name, and e-mail address at the end of the survey, you can click on the “Email Collection” switch to turn it on (or you can turn this feature off as well).
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  1. Throughout the Survey Section of Recon, you’ll see a bar at the bottom of the page that tells you whether your survey is too short, too long, or just right.
  2. Additionally, throughout the survey Section of Recon, you’ll see a green “Preview” button. If you click on it, you’ll be able to see a preview of your survey.
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Collect

The Collect section of Recon is where we can send out our survey and keep track of the responses.

Recon Metrics

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  1. Invitations
    1. Sent: This is the number of people who received initial survey emails.
    2. Opened: Shows the number of people who opened the survey invitation e-mail that was sent from the application.
    3. Clicked: Shows the number of people who clicked on the survey invitation e-mail that was sent from the application.
    4. Remaining: Shows the number of respondents to whom the survey invitation e-mail from the application has not been sent.
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  1. Progress
    1. Arrived: This shows the number of people who see the Welcome page
    2. Started: Shows the number of respondents who went to the Importance page
    3. Importance: Shows the number of people who completed the Importance page
    4. Ratings: Shows the number of respondents who completed the Ratings section
    5. Complete: Shows the number of respondents who completed the Ratings section and did not scrub out
    6. Screened: Shows the number of people who were screened out of the survey by the screener question
    7. Unfamiliar: Shows the number of respondents who were unfamiliar with all the competitive offerings they were asked to rate
    8. Scrubbed: Shows the number of people who triggered our data quality control checks and whose data was erased from our system. Respondents get scrubbed if they take the survey too quickly or if there is not enough variation in their responses (and they straight line the survey).
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  1. Summary
    1. Completed: This metric shows us the percentage of respondents who completed every question in the survey. This metric does not include scrubbed or screened survey responses.
    2. Average Completion: This metric tells us what percentage of the survey was completed by respondents on average. This metric does not include scrubbed or screened survey responses.
    3. Average Time: For those who completed the whole survey, the average time gives us the median time it took respondents to respond to the survey. This metric does not include scrubbed or screened survey responses.
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Email

The e-mail section of the app allows you to do four things: upload both internal and external respondents, customize initial and reminder survey e-mail invitations, it allows you to manage the send out of your survey invitation e-mails, and it allows you to monitor the progress of survey takers.

  1. Uploading potential survey respondents: To upload potential survey takers into the app, you can either import a list or import names and e-mails manually.

    1. Importing a CSV of respondents
      1. Importing a list: In order to upload respondents into our application, you need to create a csv document with first names (Column 1), last names (Column 2), Emails (Column 3) and then a 1 if it’s an internal list of people within they company who will be taking the survey, and a 0 if it’s a list of external respondents who will be responding to the survey (Column 4). These instructions are in the application when you click on the “Import” button
      2. Once you’ve created and saved the csv file (name it with all lowercase letters, no spaces, and no other characters), you can choose the file from within our application.
      3. You then click on the green “Import” button to import it into the application.
      4. As you wait for it to upload (which can take a few minutes), you can click on the “Refresh Respondent List” button.
      5. Once the names and e-mails are uploaded, you’ll see the list of names appear right below the import instructions.
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    1. Importing manually
      1. Click on the “Add New” Button
      2. Add a First Name, Last Name, and e-mail Address
      3. Denominate as “External” or Internal
      4. Add by clicking on the plus sign
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    1. Removing respondents
      1. Click on a respondent
      2. Click on “Remove Selected” Button
      3. Confirm that you want to delete respondent
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  2. Customize survey e-mail invitations: To access the e-mail survey invitation template, click on the wheel on the upper right hand side

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  3. Editing Survey E-mail Invitations: Once you enter the e-mail template customization page, you can (for both Initial and Reminder E-mails):

    1. Edit the “From” Line
    2. Edit the “Subject” Line
    3. Edit the Email Body (you can use the CK editor to fully customize this part)
    4. Edit the Signature (you can use the CK editor to fully customize this part)
    5. Always remember to save
    6. You can send yourself a Test E-mail (that whill contain a link to the preview survey)
    7. You can then do the same thing by going to the “Reminder Email” Page
    8. You can then close this part of the application by clicking on the “x” on the upper right hand corner
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  4. Sending your survey e-mail invitations: Now that you’ve uploaded your respondents and created e-mail survey invitations, it is time for you to send your surveys.

    1. Random Sampling: You can send your surveys via random sampling. The night before you want to send out your surveys, follow the next steps. Your surveys will then get deployed the following morning at around 7:00am EST.
      1. Decide whether you want random sampling for Internal or External survey e-mail invitations.
      2. Turn random sampling “on” by clicking on the switch.
      3. Type in the percentage of your list you’d like to sample.
      4. Type in how many days you would like in between sampling rounds.
      5. Your reminder e-mails will get sent out about 3 days after the initial e-mail invitation gets sent out.
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    1. Send All: You can also send the survey invitation to all respondents you have uploaded. As a first step, click on “Send All Once”

      1. Once you do, a new toolbar will emerge below.
      2. Click on the “Send Me a Test Initial Email” button to get a test initial e-mail sent to you
      3. Click on the “Send Me a Test Reminder Email” button to get a test Reminder Email
      4. When you are ready to send, click on the green “Send All Once” button.
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      1. Then confirm that you want to send to all respondents
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  1. Monitor progress of your survey takers: Once you have sent surveys with the application or with your own personal e-mail system, you can then track responses. You can do part of the tracking through the Recon Metrics [see above] and the other part of the tracking on the Email tab.

    1. Name: If you uploaded a csv list of respondents, or if a person leaves their name at the end of the survey, you’ll be able to see it in this section.
    2. Email: If you uploaded a csv list of respondents, or if a person leaves their e-mail at the end of the survey, you’ll be able to see it in this section
    3. Invite Status: If you uploaded a csv list of respondents and used the application to send e-mails inviting people to take surveys, then you’ll see either a paper airplane icon (meaning that the initial survey invitation was sent out) or a clock icon (meaning that the reminder survey invitation has been sent out). You can see more details about this below.
    4. Completion Status: The completion status will have checkmark icons or a circle-backslash symbol underneath it. You can see more details about what the different icons mean.
    5. Date Taken: The date taken column will show the date on which a survey was completed, when it was started if it was incomplete, or the date on which a survey taker took the survey and was then screened our scrubbed.
    6. Search widget: The search widget allows us to search our survey respondents by completion status categorization. We can search by typing in incomplete, completed, screened, and scrubbed.
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    1. Legend of what different icons mean:
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Social

The social tab allows you to post the external survey link to your own personal Facebook, Twitter, or LinkedIn accounts in order to get survey responses through that avenue. Just click on the social media button to publish your survey on that platform.

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Phone

The phone survey portion of our application is designed to help you conduct our Vennli interviews by phone.

  1. Preview Your Phone Survey: If you want to preview what the script looks like for those guiding a respondent through a phone survey, you can click on the green “Preview Your Survey” button
  2. Edit phone survey script: Click on this section to edit a section of the survey’s phone script guide. A CK editor will pop up on the screen. Don’t forget to save!
  3. Complete a Phone Survey: if you click on this button, the application will open a new survey with prompts for the person guiding a respondent through the phone survey. Please follow the prompts and guide the respondent through the survey, capturing their feedback as they give it.
  4. Save: If you make any changes to the phone script (by clicking on Select a Section to Edit), please remember to click on the “Save” button.
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Panel

You’ll only need this page if you’re working with a Commercial Panel. The panel page allows our users to use Commercial Panels to get respondents for them. When you work with Commercial Panels, after you send over the External survey link (from our Recon->Collect->Links tab), they’ll send over three special links for you to implement on this panel page:

  1. Panel Link: This is where you can paste a “Complete” link. This link allows the panel company to track respondents who have completed our survey.
  2. Screened Out Link: This is where you can paste a “Term” link. This link allows the panel company to track those who are screened out of the survey
  3. Quota Reached Link: This is where you can paste an “Over quota” link. The link that goes here allows the panel company to re-route survey takers to a different page if our survey’s quota limit has been filled.
  4. Quota Limit: You can put in a limit into the number of respondents we want in our survey (via the panel company or for our surveys where we won’t be using a panel company). Just put a number in here and once that number is reached, we will stop survey respondents from answering the survey:
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