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Surveys - introduction: Difference between revisions

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*'''End message:''' Type in a message that will be displayed to the survey participants once they finished the questionnaire.
*'''End message:''' Type in a message that will be displayed to the survey participants once they finished the questionnaire.


<div class="simplebox">[[File:help.png]] If you are planning to automatically redirect to a certain page at the end of the survey, leave this blank. </div>
<div class="simplebox">[[File:help.png]] If you are planning to automatically redirect to a certain page at the end of the survey, leave this blank.</div>


===General settings===
===General settings===
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==Import a survey==
==Import a survey==


If you have previously exported a survey structure, you can import it from the "Create, import, or copy survey" screen.  
If you wish to import a survey, you can do that from the "Create, import, or copy survey" screen.  
To get there just click the 'Create, import, or copy a survey' icon [[File:Add.png]] and in the following screen click on the 'Import' tab.
To get there just click the 'Create, import, or copy a survey' icon and in the following screen click on the 'Import' tab.
Click on the browse button to choose the file, and then click on the ''Import survey' button.  
Click on the browse button to choose the file, and then click on the ''Import survey' button.  


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The import process reads the following formats:
The import process reads the following formats:
*.[[Exporting_a_survey_structure#Export_survey_structure_.28.lss.29|LSS files]] (XML-format created by LimeSurvey 1.90 or later)
*.[[Exporting_a_survey_structure#Export_survey_structure_.28.lss.29|LSS files]] (XML-format created by LimeSurvey 1.90 or later);
*.[[Exporting_a_survey_structure#Export_survey_archive_.28.lsa.29|LSA files]] (Survey archive which may include also token, responses and timings - available since LimeSurvey 2.0)
*.[[Exporting_a_survey_structure#Export_survey_archive_.28.lsa.29|LSA files]] (Survey archive which may include also token, responses and timings - available since LimeSurvey 2.0);
*.[[Exporting_a_survey_structure#Export_tab-separated-values_format_.28.txt.29_.28New_in_2.0_.29|TXT files]] (Text-format created by Excel - available since LimeSurvey 2.0)
*.[[Exporting_a_survey_structure#Export_tab-separated-values_format_.28.txt.29_.28New_in_2.0_.29|TXT files]] (Text-format created by Excel - available since LimeSurvey 2.0);
*.CSV files (Created by early LimeSurvey versions from 1.50 to 1.90)
*.CSV files (Created by early LimeSurvey versions from 1.50 to 1.90).


That way you can import old surveys from previous versions. The import 'intelligently' re-numbers the survey, group, question, answer, and condition IDs so that they all match each other - '''no existing surveys will be overwritten.''' See the section on [[Exporting a survey structure]] for more information.
The import function "intelligently" re-numbers the survey, groups, questions, answers, and condition IDs so that they all match each other. No existing surveys are going to be overwritten during the import process.
 
<div class="simplebox">[[File:help.png]] If you wish to use another method, read our wiki on [[Importing a survey structure|the import functionality alternatives]] for more information.</div>


For alternatives - [[Importing a survey structure]]


==Copy a survey==
==Copy a survey==


<center>[[FIle:Copy a survey.png]]</center>
<center>[[FIle:Copy a survey.png]]</center>
*Select survey to copy: Select from the drop-down list the survey you want to copy;
*'''New survey title:''' Type in the title you wish the copied survey to have;
*'''New survey id:'''
*'''Convert resource links and expression fields:'''
*'''Exclude quotas:'''
*'''Exclude survey permissions:''' Exclude the survey users with survey permissions on the original survey to receive the same survey permissions in the copied version of the survey;
*'''Exclude answers:''' Exclude the already-stored answers;
*'''Reset conditions/relevance:''' Reset the conditions set in the original survey;
*'''Reset start/end date/time?:''' Reset the set start/end date/time;
*'''Reset response start ID?:'''
Once you are done completing the fields and chossing the desired options click on the '''Copy survey''' button.
<center>[[File:]]</center>


==List surveys==
==List surveys==

Revision as of 12:44, 13 September 2017


  Attention : Please note that this tutorial uses explanations and screenshots that are applicable to LimeSurvey 3.xx. Therefore, small differences exist between LimeSurvey 3.xx and LimeSurvey 2.xx, especially in terms of design.


General

A survey is an indispensable part of LimeSurvey without which no survey or questionnare can be created. They can be either created, imported or copied. To facilitate the the surveys management, the survey group functionality was added (New in 3.0 ).

Surveys

There are two ways through which you can reach the create a new survey page:

1. The first one is to click on the arrow besides the Surveys button that is located on the main toolbar of your LimeSurvey installation home page. A dialog will show up from where you can choose the Create a new survey option:

2. The second option is to click on the Surveys button located on the main toolbar of your LimeSurvey installation home page:

A survey list will be shown. To create a new survey, click on the Create a new survey button located in the top-left part of the window, above the survey list.


Create a new survey

After you clicked Create new survey, the following page will be shown:

To optimize your survey, click on the tabs located on the toolbar:

You can also edit most of these settings later again by accessing the available options located in the settings menu of the newly created survey.


Survey texts

[[File:]]
  • Survey title: The title of the survey;
  • Create example question and question group?: (New in 3.0 ) If it is on, a question and question group will be added to your survey by default when you create a survey;
  Attention : Bear in mind that a survey cannot be activated in the absence of a question group!


If tokens are used, then you have to add "&token=zzz" at the end of your URL, where zzz is the token.

  • URL description:
  • Date format: It is important in the case in which the timestamps are important for your study. If you click on it, a drop-down list will show up with a multitude of date formats. Choose the one that mostly fits your needs. For example, it is recommended to use a different time format on the US market than on an Eastern European country;
  • Decimal mark: Two options are available: dot (.) and comma (,). Choose the one that fits the place where you conduct the study (e.g. US vs Germany);
  • Welcome message: Type in a message that will welcome the survey participants when they access the end URL;
  • End message: Type in a message that will be displayed to the survey participants once they finished the questionnaire.
If you are planning to automatically redirect to a certain page at the end of the survey, leave this blank.

General settings

  • Base language: The main language of the survey. The default value is the one selected in the global settings;
  • Additional languages: Translated languages which are in use for this survey;
  • Survey owner: Type in the real name of the survey owner;
  • Administrator: The name of the administrator, followed by the email-address of the administrator;
  • Admin email: Type in the email of the survey administrator;
  • Bounce email: It represents the address to which bounced emails will be send to;
  • Fax to: The fax number for this survey;
  • Group: Select the survey group to which the newly created survey should be added to;
  • Format: It allows you to choose how the questions should be displayed. Three options are available: question by question, group by group, all in one;
  • Template: The template, which is used for this survey.

Presentation & navigation

  • Navigation delay (seconds):
  • Show question index / allow jumping:
  • Show "There are X questions in this survey": Shows the number of questions and groups in your survey.
  • Show group name and/or group description:
  • Show question number and/or code: What to be shown to the survey participants - the question number and/or the question code, both or none. There is also a fifth option in which this option can be selected by the survey admin. The number of the questions is shown in the moment in which someone wishes to start the survey, while the question code is shown next to each question from the survey.
  • Show "No answer:'"When a question of a radio button/select type that contains editable answers (i.e.: List & array questions) is not mandatory and this is set to 'On' (default), an additional entry 'No answer' is shown for each sub-question - so that participants may choose not to answer the question.
    • Selectable : The survey users have the possibility to choose whether the question is non-mandatory or not when they create create/edit a question;
    • On : If this option is chosen, the users can create questions with the 'no answer' option for non-mandatory questions ;
    • Off : If off, the users cannot create non-mandatory questions that have the 'non answer' option available for the survey participants.
If it has been already chosen to show the "no answer" option from the global settings, then you cannot anymore select another option because the global settings trump the survey settings. To offer freedom to the survey users, the Show "No answer" button has to be selectable from global settings.


  • Show welcome screen: If turned off, the welcome text message will not be shown anymore - the survey participants will directly start the questionnaire.
  • Allow backward navigation:
  • Show on-screen keyboard:
  • Show progress bar: It shows to the user a progress bar that underlines how much of the survey was completed and how much is left to be completed.
  • Participants may print answers: If turned on, the survey participants may choose at the end of the survey to print they answers.
  • Public statistics:
  • Show graphs in public statistics:
  • Automatically load URL when survey complete:

Publication & access control

  • Start date/time: The date the survey starts if "Timed Start" is set to Yes.
  • Expiry date/time: If an expire-date is set, it will be shown here.
  • List survey publicly:
  • Set cookie to prevent repeated participation: If this is turned on, a survey participant will be blocked from completing a survey for the second time.
  • Use CAPTCHA for survey access: In order to access the survey, a CAPTCHA code needs to be typed in.
  • Use CAPTCHA for registration: In order to register for the survey, a CAPTCHA code needs to be typed in.
  • Use CAPTCHA for save and load:

Notifaction & data management

  • Date stamp: Turned it on if you would like to see when the answers were submitted. It is a function that can be used to check the hour at which people completed your survey.
  • Save IP address: If turned yes, the IP address of the survey respondent will be stored together with his/her answers
  • Save referrer URL:
  • Save timings:
  • Enable assessment mode:
  • Participant may save and resume later: If it is a long questionnare or survey, turn this option on to allow the participants to save the work and resume it later.
  • Send basic admin notification email to:
  • Send detailed admin notification email to:
  • Google Analytics settings: If you would like to get further details about the survey web traffic, use Google Analytics. Three options are available:
    • None
    • Use settings below: if chosen, the survey owner can type in his or her Google Analytics Tracking ID to be stored only with the respective survey.
    • Use global settings: If picked up, the survey will use the same Google Analytics settings as the ones mentioned in the global settings.

Participant settings

  • Set token length to: Set the maximum token participants that can be introduced into the survey.
  • Anonymized responses:
  • Enable token-based response persistence
  • Allow multiple responses or update responses with one token:
  • Allow public registration:
  • Use HTML format for token emails:
  • Send confirmation emails:

Import a survey

If you wish to import a survey, you can do that from the "Create, import, or copy survey" screen. To get there just click the 'Create, import, or copy a survey' icon and in the following screen click on the 'Import' tab. Click on the browse button to choose the file, and then click on the Import survey' button.

The import process reads the following formats:

  • .LSS files (XML-format created by LimeSurvey 1.90 or later);
  • .LSA files (Survey archive which may include also token, responses and timings - available since LimeSurvey 2.0);
  • .TXT files (Text-format created by Excel - available since LimeSurvey 2.0);
  • .CSV files (Created by early LimeSurvey versions from 1.50 to 1.90).

The import function "intelligently" re-numbers the survey, groups, questions, answers, and condition IDs so that they all match each other. No existing surveys are going to be overwritten during the import process.

If you wish to use another method, read our wiki on the import functionality alternatives for more information.


Copy a survey

  • Select survey to copy: Select from the drop-down list the survey you want to copy;
  • New survey title: Type in the title you wish the copied survey to have;
  • New survey id:
  • Convert resource links and expression fields:
  • Exclude quotas:
  • Exclude survey permissions: Exclude the survey users with survey permissions on the original survey to receive the same survey permissions in the copied version of the survey;
  • Exclude answers: Exclude the already-stored answers;
  • Reset conditions/relevance: Reset the conditions set in the original survey;
  • Reset start/end date/time?: Reset the set start/end date/time;
  • Reset response start ID?:

Once you are done completing the fields and chossing the desired options click on the Copy survey button.

[[File:]]

List surveys

  • Survey ID: When created, the survey receives a unique id that is used to make the connection between different LimeSurvey tables
  • Status: It can be either active () or inactive ()
  • Title: The title of the survey/questionnaire
  • Group: The survey group to which the survey/questionnaire belongs to
  • Created: The date
  • Owner: The name of the user that owns the suvey
  • Anonymized responses: It shows whether the responses are anonymised when stored into the database or not.
  • Partial:
  • Full:
  • Total:
  • Closed group:
  • Actions: The last columns presents different actions available for each survey:
    • General settings & text:
    • Add a new question:
    • Statistics:

Click on a column and sort them Search bar Status bar Search Reset

Survey groups

Examples