Welcome to SurveyMonkey!

A Quick guide for using SurveyMonkey

Table of Contents

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1. Site Map & Features

2. Feature Comparison

3. Survey Design Options

4. Deployment (Collector) Options

5. Analyze Options

6. Conclusion

Site Map

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The site map outlines how everything is organized by Design, Collect, and Analyze

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Feature Comparison

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The provides resources to learn more about SurveyMonkey plan features

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Feature Comparison

For former Zoomerang users, to view the full detailed chart of all areas of the SurveyMonkey

site and features and how they compare to Zoomerang, please click here.

To learn more about the features associated with your plan, view the following help

articles:

• Basic plan

• Pro plan

• Premium plan

Survey Design Options

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Key options in the survey design and creation process

Survey Creation Options

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There are several options to design a survey:

• Create surveys from scratch

• Copy an existing survey

• Use a template.

Items to Note:

• You cannot import a survey. However, you can copy and

paste from a document into the survey editor

question/answer text box.

• All templates in SurveyMonkey contain certified questions.

• While we don’t have a direct Poll creation option, you can

create a one question survey and turn on the Instant

Results feature at the end.

Design (Edit Survey) Options

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In the Design (Edit Survey) area, you will find:

• Edit Survey: The design editor to create pages, questions, skip logic, etc.

• Survey Options: Additional options to add page and question numbering, add a progress

bar, select your survey language, create the navigation button texts, add a quota, etc.

• Question Bank: Access our library of question templates created by our survey

methodologists.

• Print Survey: Print a copy of the survey design as a PDF.

• Restore Questions: Restore deleted survey questions over the past 14 days.

What you won’t find here:

• End pages > These are created at the collector level in SurveyMonkey.

• One vs. multiple response settings > These are created at the collector level in

SurveyMonkey.

• Schedule survey close > You can manually close surveys at the collector level or schedule a

cutoff date in the collector restrictions.

• Share Results > This lives in the Analyze section in SurveyMonkey.

Survey Options

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With each design you can enable Survey Options that allow you to set the following:

• Page & Question Numbering: Turn on or off the page and/or question numbering.

• Progress Bar Settings: Add a progress bar to your survey.

• Survey Page/Titles: Make the survey pages and titles hidden or visible.

• Survey Language: Choose from 58 languages for your survey.

• Required Question Highlight: Choose to mark your required questions by an asterisk.

• Display a Footer: Turn the SurveyMonkey footer on or off.

• Add Quotas to Your Survey: Set limits on how many responses you receive on specific questions.

Deployment (Collector) Options How to distribute a survey to collect responses

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What is a Collector? After designing a survey, you are ready to send a link

to your audience. In order send a link, a collector

must be created. The type of collector you create will

determine how the survey is administered.

Any time you click the Collect icon or the Collect Responses

tab for a survey, you can view existing collectors or create a

new one.

A benefit of creating multiple collectors for a survey is to

enable you to reach different audiences. With each having

their own unique settings, they work independently of one

another to enable greater collection control. You can then

analyze your responses based on the collection methods

used.

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Overview of Each Collector Type

Web Link Email

Invitation

Website Facebook

Recipient List

Message List

Post on Wall

Embed on Page

Creates an

anonymous

link to send

via your own

email client.

Provides code

so you can

host the

survey as a

popup or

embed it on

your webpage.

Creates

unique links

sent via our

email system

to track

respondents.

Posts the link

on your Wall or

on a Fan Page.

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Collector Settings & Restrictions

Restrictions

• Set a Cutoff Date & Time: Schedule a date when the survey will automatically close.

• Set a Max Response Count: Schedule when the survey will close once a specific

number of responses is reached.

• Enable Password Protection: Add a password to the link.

• Enable IP Blocking: Allow only specific IP address to take a survey, or block a specific

IP (or group of IPs)

Settings

• Allow multiple responses: Allow only one or multiple responses on a survey. (This

option is excluded on Email collectors.)

• Allow response to be edited: Enable respondents to go back into a survey later.

You can also disable the Back button here.

• Display a Thank You page: Add a last page to the survey to thank respondents.

• Display Survey Results: Show Instant Results upon completion.

• Survey Completion: Change the completion behavior to redirect, loop to start, or

close the window.

• Display a Disqualification Page: When using Disqualification logic, create a page

for disqualified respondents to end on.

• Use SSL encryption: Encrypt the survey link or leave it unencrypted.

• Save IP/Email in Results: Show this information or not in Analyze.

Analyze Options How to analyze your survey responses

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Analyze Options

In the Analyze area of SurveyMonkey, you can do the following:

• View Summary: A quick look at the response summaries for each

question.

• Browse Responses: Scroll through each individual response.

• Filter Responses: Apply a question-based filter, a filter by property, or

filter for a specific collector to look at a sub-set of data.

• Crosstab Responses: Choose a question and answer variables to

crosstab against the survey. This will provide a side-by-side comparison.

• Download Responses: Export the data into various formats like Excel,

CSV, PDF, SPSS, etc.

• Share Responses: Create a URL to share the responses with others

without giving access to your account.

• Create a Custom Report: Choose which questions and pages you want

to see in a report.

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Reports & Charts Custom Reports

Create customized reports within the Analyze section to

choose what pages/questions are visible. The beauty of

this feature is to provide easier data management and

analysis.

Visually enhance your data presentation of the survey

results. Create your charts and then download them

directly to your computer.

Choose between the following chart types:

• Pie

• Bar

• Area

• Line

• Column

Customize it by:

• Adding labels

• Sorting the data

• Showing the values

• Set the Axis Labels

Custom Charts

Choose which

questions and

pages you want to

be active in each

custom report.

Conclusion

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Thanks for taking a look through the quick reference guide. We are

happy to offer a streamlined product that provides an even more

efficient, effective, and quality survey solution

If you have any questions, don’t hesitate to contact our product support

team at support@surveymonkey.com