Multiple Website View
Single Website View
Questionnaire View

Questionnaire Management

The ExSite Questionnaire management tool allows you to create, modify and delete questionnaires/surveys from pages on your website.

Multiple Website View

If you have multiple websites available to your account, you will be provided with a list of websites to which you can add your Questionnaire information. If you have only one website available, this page will be skipped and you will move directly to the single website view.

Single Website View

Upon entering the Single Website View you are presented with the option to add new Questions and Questionnaires. If some questions and/or questionnaires have been previously added to the website, they will also be displayed in their respective sections.

Each questionnaire consists of a collection of the questions listed under the Questions header on the Single Website View. Once each question has been created, you may add or edit a questionnaire to include the newly created questions. The same questions may be used for multiple questionnaires.

Adding/Editing a Question

Adding

In order to add a new question from the Single Website View you must click on the new question link at the bottom of the Questions list. When the new question form has loaded. Simply enter a label, format and (optionally) list answers to be presented to the end-user. Available formats are as follows:

String

Label

Textarea

Label

Select

Label

Multiselect

Label
 Option One
 Option Two
 Option Three

Radio

Label
Option One 
Option Two 
Option Three 

Checkbox

Label
 

Label

Label
Label Text

Adding a Questionnaire

In order to add a new questionnaire to the website, you must click on the new questionnaire link under the Questionnaires heading. The resulting form will ask you for a name and a comma-delimited list of available languages (eg. "English, Francais, Espanol").

The Questionnaire View

Once a questionnaire has been created, you can click on the questionnaire name to enter the Questionnaire View. The Questionnaire View is divided into 4 different sections. The first 2 sections (the Questionnaire Overview and the Questionnaire Preview) help you add/remove questions to the questionnaire, and fix question positioning. The 3rd section (the Questionnaire Reports) will provides you with the ability to view the answer values submitted to your questionnaire. You may also view subsets of questionnaire answers through the use of report filters.

The Questionnaire Overview

This section is meant to show all of the raw question data (including the Questionnaire's final screen) required for your questionnaire. All questions on the page are listed in the same order as they will appear on the questionnaire.

If the questionnaire has been created to support multiple versions, the questions listing will report the label for each version in a seperate column. If a given question is missing its version, the versioned label field will be set to a MISSING link. You may click on this link to add the versioned values for the question. Otherwise, clicking on any of the labels will allow you to edit any of the question attributes, including question format, available answers and other versions.

Below the questions list is a preview of what the "thank you" page looks like once the questionnaire has been submitted. By clicking on the edit () icon, the user can manually edit the final page to whatever content they choose. Once a (non-default) final page has been added, you will be able to add and edit other verions of the "thank you" page, just as you would for a question.

The Questionnaire Preview

The Questionnaire Preview page tries to show you what your questionnaire will look like when it's been added to a web page. At the top of the section, this page lists all available languages for the questionnaire. Selecting one of the alternate versions will cause the page to re-load with the alternate version text, allowing you to preview all versions of the questionnaire.

In addition to printing a simple preview, this section also provides you with the opportunity to re-arrange your questions, and add/remove questions from the questionnaire. When each question is clicked in preview-mode, it will highlight and show the following icons in the lower right-hand corner:

Once changes have been made to the questionnaire on the preview page, you must remember to save your changes by clicking on the "Save" button at the top of the questionnaire.

The Questionnaire Report

By default, the Questionnaire Report section displays the first 5 questions and all their answers for the selected questionnaire. You can add questions to the reports by clicking on the [+] icon next to the questions listed below.

If you want to remove a question from the report, simply click the [-] link next to the question name in the report header.

Report Filters

You can also display specific user answers by adding and enabling filters to he report page.

Adding a filter: To add a filter, click on the new filter link above the question answers report. A form will pop up and request a form name, question to filter and a "filter expression". The "filter expression" should be some value against which you want to match the selected question's answers (it follows regular expression rules).

Enabling a filter: Once one or more filters have been added to the report, you can enable them by clicking on the enable link next to their name in the reports section. All of the reported answers will be filtered to only include those users whose filter question matches the filter expression. If there are multiple filters enabled, they will all be applied to the report.

Saving Reports

When you have selected some filters and added/removed questions from the report, you can save the current state of the report for future use. In order to save the report state, simply click on the save report link below the report. The resulting popup should show the questions that are to be displayed along with the filters applied to each question (if any). One a name has been given to the report, and the popup form is saved, the report name will appear above the filter names on the report page.

In order to re-load a report, simply click on the load link next to the report's name.

Questionnaire Evites

The Questionnaire Evites section lets you send links to your questionnaire page to a list of users. Upon clicking on the Evites link, the Evite form will load containing default data for the current questionnaire. As the system has no way of knowing which page contains the actual questionnaire, you must enter the URL for the questionnaire page yourself.