Learn how to create and deliver customized surveys.
Step 1: Set Up A Question
Step 2: Configure Delivery Settings
Extra Step: How to change the Response Period
Extra Step: Send reminders, add recipients and resend survey during response period
Step 1: Set Up A Question
1. Please open the "Customized Surveys" screen from the menu icon in the upper right corner of the screen.
Click on "Create New" in the upper right corner of the screen.
2. Enter a name for your customized survey and click "Create".
The survey title written in the red frame in the image below will be displayed in the customized survey list. The title of the survey at the time of delivery can be set separately so that enter the title which is easily visible in the list.
3. Select the response method from "Add Question", enter the question content, and click "Save Settings".Once you have saved one or more questions, the preview in the upper right corner will become available.
▼You can choose from the following four response methods.
Likert Scale
This is useful when you want the respondents to answer "How much so? The total result is calculated as a "score" and shown as a numerical value and graph. |  |
Multi-line Text
This is used when you want the respondents to answer the question freely in text. No particular tally is made, and you can get their honest opinions. |  |
Single Selection
Use this option when you want the respondents to answer only one question from among the choices. You can also add "Other" to the choices to allow free text answers, which can be turned on or off.The results will be shown in a graph. | 
|
Multiple Selection
Use this option when one or more of the options are available to answer a question. You can also add "Other" to the choices and switch ON/OFF to allow free text input.
The results are shown in a graph. |  |
It is also possible to change the answer method while creating a question. Please use the pull-down menu in the upper left corner of the "Question Setting" screen.
▼ For details on each item, please refer to the following.
Result name |  This is not reflected in the survey answer page. Please use words that are easy to understand on the result screen. (Straightforward and easy-to-understand language is recommended.) |
Question body |  It will be shown on the Survey Response screen. ( In a centered format ) |
[In the Likert Scale] Degree setting |  You can set the degree to which the high score is set to the left or right, and the degree to which it is placed at the extremes.
 |
[In the Single Choice] Response Options
|  You can set up to 50 answer choices. If you set the "Other" option to ON, you can write freely when answering. There is no character limit for this setting. The answer page will appear as follows.  |
If you want to create questions similar to those already set up, you can duplicate them.
Note
・Please note that once a question is deleted, it cannot be reverted.
If you want to save the question but don’t want to deliver it, please turn off the delivery of only the question which you do not want delivery
・A maximum of 60 questions can be registered for one customized survey.
4. Final confirmation before delivery
Please confirm the delivery order and delivery ON/OFF.
A: You can change the delivery order by drag and drop.
B: This indicates questions that have been updated in some way since you opened this question setting page.
C: The answer method of each question is indicated by an icon.
D: Set the delivery ON/OFF for each question. (Green means ON, gray means OFF)
E: You can check the image of the answer page when delivered with the current settings.
(Click here for details on preview)
Step 2: Configure Delivery Settings
5. Click "Delivery" in the left-side menu.
6. Configure settings.
Set the title, number of people, and delivery method.
▼Basic Settings
Customized Survey Title | Enter custom text to be displayed in the notification message and answer page upon survey delivery. It not set, the customized survey title described in Steps 1 & 2 will be used. |
Question | The number of questions registered and turned ON in the previous "Question Settings" page are displayed. Please note that question text cannot be changed during delivery period. Please note that you cannot change the question text during the delivery period. If you have any concerns, please be sure to check. |
Customized survey targets | A minimum of three people can be surveyed. Click the link on the right-side of the "Delivery Target" window to select targets. Search can be filtered by group, attributes, etc. |
▼Delivery Method Settings
Select one of the following delivery methods.
Deliver Now | The survey will be delivered immediately after setting. After setting response date and automatic reminder settings, click Deliver to finish. You can also use "Test Delivery" if necessary. |
Deliver with Engagement Survey | Respondents will be linked to a Custom Survey upon completion of next delivered Engagement Survey. Detailed settings like delivery date and reminder date are unnecessary. Select a survey and click "Delivery Reservation" to finish. |
Note
Survey scores are tallied based on settings used at the time of delivery. Make sure to update any group or attribute settings by the date of survey delivery.
Survey questions cannot be changed during the delivery period. Please check and confirm before delivery.
Delivery Reservations cannot be made for single survey deliveries.
Please perform the delivery on the day you wish to begin distribution.
Survey responses can be made until 23:59 PM on the final day of the Response Date in the delivery period.
Extra Step: How to change the Response Period
From "Delivery Status" in the left-side menu, click Response Date and select a calendar date to set.
Note
Response Date can only be changed for the most recently delivered survey.
If a survey is extended after the response period has ended, the survey will be re-opened, allowing for reminders and additional survey participants.
If distributed simultaneously with an Engagement Survey, the Customized Survey's response date will also change to match that of the Engagement Survey's.
If delivered simultaneously with an Engagement Survey, “Syncing with Engagement Survey” will be displayed the in "Delivery Status" screen.
Extra Step: Send reminders, add recipients and resend survey during response period
Select a survey from the Customized Surveys list and select "Delivery Status" from the left-side menu to configure the four settings listed below.
Automatic reminder: Select a date for a reminder to be sent out.
Send reminder: Immediately send out a reminder.
Resend to specific members: Resend survey to selected members.
Add survey targets: Send survey to additional targets.
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