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Surveys

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Surveys are an especially powerful tool for analyzing your target group. Surveys can be used to quickly determine what is truly important to your customers. Use well formulated questions to precisely identify the requirements of your customers and adapt your product range accordingly.

Surveys are created directly in the EMS and are then embedded on your website using WebConnector.

On this page:

Survey overview 
Creating a survey 
Editing a survey 
Survey settings 
Survey preview 
Survey statistics 

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Survey overview

(EMS - Surveys)

a) Select the EMS module.

b) Click Surveys.

c) Use the New survey button to create a new survey.

d) Click Column selection to have further columns displayed in or removed from the overview.

e) Use EDIT to edit an existing survey, i.e. add questions, modify answers etc.

f) Use the cogwheel icon to change the survey settings.

g) Use this button to view the survey results and statistics.

h) Here you can duplicate a survey by using an existing survey as basis for a new survey. Modifying an existing survey is much less work than creating a new survey.

i) Use the recycle bin icon to delete a survey. 

 

 

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Creating a survey

(EMS - Surveys)

This window opens when you click New survey.

a) Enter a unique name for the survey.

b) Enter a survey description.

c) Define the survey status.

d) Formulate the first question.

e) Click Add.

 

 

 
Answers

The editing window will now extend.

a) Enter the first answer. 

b) Click Add to save your answer. 

 

More questions and answers

After saving your question, you will be offered the option to add more answers.

a) Enter the second answer.

b) Specify whether one or more answers can be selected.

c) Create the next question here, if required.

d) Add the new question and repeat the procedure for creating answers.

 

Completing the survey

a) Enter the next answer here.

b) Use Add to save your answer, which will also open the input field for another answer.

c) After entering all your questions and answers, click Save to save your survey. 

If you save the survey in-between, e.g. for the purpose of continuing at a later stage, you can then use EDIT (see overview) to continue with editing the survey.

This opens the following window:

 

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Editing a survey

(EMS - Surveys)

a) Edit the name of the survey.

b) Change the description.

c) Select the status.

d) Reformulate the question - or:

e) delete the question - or: 

f) edit the answers.

g) Add a new question, if necessary.

h) Click Update to save your changes.

 

 

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Survey settings

(EMS - Surveys)

Click the cogwheel icon to open the settings. 

a) Display the name of the survey on the page.

b) Display the survey description on the page.

c) Display the maximum number of possible answers.

d) Publicly display the survey results.

e) Allow multiple answers.

f) Click Update to save your settings.

 

 

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Survey preview

(EMS - Surveys)

Click the preview icon (eye) in the survey line.

Click the preview link.

 

The survey form will now open in a new window - in our example, without any additional CSS settings.

 

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Survey statistics

(EMS - Surveys)

Click the statistics icon (bar graph) in the survey line.

You will see the overall survey statistics with a link to the survey results.

 

 

Your survey is now complete and can be embedded on your website. The instructions for this can be found in WebConnector.


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