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SelectSurvey

SelectSurvey is an online tool used to create surveys and forms. Staff can request a SelectSurvey account by contacting the Help Desk.

This tutorial covers the basics of using SelectSurvey. More detailed information is available in the user manuals.

Getting Started

How to Login to Select Survey

Go to the Fitchburg State SelectSurvey page.

Click the here link to go to the SelectSurvey login page.

Screenshot showing the link to click to access the SelectSurvey login page.

Enter your credentials on the login page then click Submit.

Screenshot showing the SelectSurvey login page.

If you don't remember your password, click the If you forgot your password, please click here link. You will receive an email with a link to reset your password.

Understanding Your SelectSurvey Dashboard

After logging in, you'll see your SelectSurvey dashboard.

Screenshot of a user's SelectSurvey dashboard.

Your SelectSurvey dashboard lists all the surveys that you can manage. In addition to the surveys that you created, you'll see any surveys that other users have shared with you.

Each survey has several icons used to manage the survey:

Paintbrush iconDesign: Add or edit survey questions and logic (e.g. show/hide question, skip page, etc.). Open or close the survey.

Sheet of paper iconOptions: Edit the survey name, survey owners, availability dates, page/question numbering settings, completion message and email response settings.

Envelope iconDeploy: You'll find your survey's URL on this page. This is the link you'll send out to the people you want to take your survey.

Chart iconAnalyze: View and download your survey's response data.

File iconArchive: Archive a survey if it's no longer being used.

Trash can iconDelete: Delete a survey that was previously archived. Only delete a survey if you're sure you'll never need to access that survey again.

X iconClear: Delete all response data for the survey. This is typically used to clear the test data prior to deploying the survey.

How To Create a Survey

To create a new survey, click the Create Survey button in the left column or the top right of the screen.

Screenshot of the SelectSurvey dashboard showing the location of the 'Create Survey' links.

On the New Survey Options screen:

  1. Enter a title for the survey.

  2. Select From Scratch to create a blank survey.
    Select Copy Existing to copy one of your existing surveys.

  3. Click the Save button.

Screenshot showing the New Survey Options screen.


Lifecycle of a Survey

After creating your survey, you'll typically go through the following steps:

  1. Design: Create the survey questions and logic (e.g. show/hide question, skip page, etc.)
  2. Options: Set the survey options
  3. Test: Verify that everything is working as you intended
  4. Delete Test Data: Clear any responses gathered during testing
  5. Deploy: Publish the survey to your target audience
  6. Analyze: Review and download the response data

Step 1: Design Your Survey

Select the Design icon to view the Modify Survey page. This is the page you'll use to add and edit survey questions and launch (e.g. open) or close the survey.

How to Add a Question

  1. Click the Design button next to the survey title on your dashboard.

  2. Click the Insert button on the right side of the page.

'Modify Survey' screen with 'Insert' button circled

On the Edit Survey Item page, select the desired Item Type from the dropdown.

Edit your question and click the Save button on the lower right to save your question and return to the Modify Survey page.


Item Types

Question Types

There are a variety of item types to choose from. Commonly used question types include:

  • Open Ended—One Line: Used for short responses, such as a name.
  • Open Ended—Comments Box: Used for a longer responses, such as a comments box.
  • Choice—Multiple Answers: Checkboxes allowing the respondent to select one or more answers.
  • Choice—One Answer: Option buttons allowing the respondent to select only one answer.
  • Choice—True/False: Respondent can select True or False.
  • Choice—Yes/No: Respondent can select Yes or No.
  • Matrix: The question is presented in a grid format.

Presentation Types

In addition to question types, there are presentation types used to add read-only content, such as a message, to your survey. Commonly used presentation types include:

  • Presentation—Message: Used to create a basic block of text.
  • Presentation—HTML: Used to create a block of text that can contain elements such as a link to a webpage and formatting options such as bold text, headings and bulleted/numbered lists.

Configuring Creating Open Ended—One Line Questions

From the Item Type drop-down menu, select Open Ended – One Line

'Create New Item' menu with 'Open Ended - One Line' selected on the 'Item Type' drop-down menu.

Enter your question text in the Question editing area. The editor allows you to choose from a wide variety of optional formatting styles. 

To make a question required, check the Required check box under Validation Options.

Click the Save button in the bottom right to save your question.

Screenshot showing the Question editor and Validation Options.

Configuring Choice—One Answer Questions

From the Item Type drop-down menu, select Choice - One Answer (Option Buttons).

Enter your question text.

To make a question required, check the Required check box under Validation Options.

Enter all possible answer choices in the Answers section. If needed, click the Insert new answer button to add another answer.

Check Allow additional answer to add an Other, please specify textbox below the answer choices you've configured. This enables the respondent to enter their own answer rather than selecting one of the pre-configured answers.

Click the Save button in the bottom right to save your question.

Configuration options for Choice - One Answer (Option Buttons) questions.

Configuring Open Ended—Comments Box Questions

From the Item Type drop-down menu, select Open Ended - Comments Box.

Dropdown showing the Open Ended - Comments Box question type.

Enter your question text in the Question editing area. The editor allows you to choose from a wide variety of optional formatting styles. 

To make a question required, check the Required check box under Validation Options.

Click the Save button in the bottom right to save your question.

'Rows' and 'Columns' sections circled. 'White Paper;;', 'Gold Paper;;', and 'Green Paper;;' are entered into the 'Rows' box. '8.5 x 11 (500 ea.)', '3 x 5 (300 ea.)', and '18 x 24 (100 ea.)' are entered into the 'Columns' boxes.

Configuring Matrix—Multiple Answers Per Row Questions

From the Item Type drop-down menu, select Matrix - Multiple Answers per Row (textboxes).

Enter your question text in the Question editing area. The editor allows you to choose from a wide variety of optional formatting styles. 

To make a question required, check the Required check box under Validation Options.

In the Rows section, enter each row name on a separate line.

In the Columns section, enter each column name. Click Insert new answer to add additional columns.

Click the Save button in the bottom right to save your question.

Configuration options for the Matrix - Multiple Answers per Row (textboxes) question type.

A question configured with the rows and columns above would display like this:

Example of a Matrix question.


Launching (Opening) and Closing Your Survey

When a survey is first created, its status is set to Closed. If someone tries to access a closed survey, they will see a message: "Survey Is Not Live" instead of seeing the survey.

Click the Launch button on the Modify Survey page to change the status to Open. When a survey is Open, the survey is visible when browsing to the URL associated with that survey.

Once the survey is open, the Launch button is replaced with a Close Survey link that can be used to close the survey.

Step 2: Configure the Survey Options

Select the Options icon to edit the survey options. The Options area has several tabs. We'll cover some of the commonly used settings on each tab.

General Tab

  • Title: The survey title can be edited by changing the text in this field.
  • Owners: Add username(s) from the dropdown to grant others access to edit your survey. Separate each name with a semi-colon. Note: Users must be specified using their SelectSurvey username (from the dropdown), not their email address.
  • Admin Email: The "From" email address for the administrator of the survey.
  • Start Date Time: The survey start date.
  • End Date Time: The survey end date. Note: Be sure this is set to cover the full duration of the survey. For general forms, you'll want to set the date out a number of years so it doesn't close unexpectedly.

Display Tab

  • Page Numbering: To turn off , select Do not display page numbers from the dropdown.
  • Question Numbering: To turn off, select Do not display question numbers from the dropdown.

Completion Tab

  • Completion Message: This message is displayed on the page that the respondent is brought to after they complete the survey.
  • Send Responses To: The email address(es) (each separated by a semi-colon) entered in this field will receive an email with the response data each time the survey is completed. Best used for long-term surveys that are completed sporadically.
  • Email Respondent: Select Yes from the dropdown to email the respondent after they complete the survey. Note: When this is set to Yes, you should also configure the Email Subject and Respondent Email Body​ (be sure to configure both the HTML and Text tabs).

Configuring the Completion Message and Emails

Select the Completion tab in the Options area.

The Completion MessageSend Responses To, and Respondent Email Body fields are highlighted in the image below:

Screenshot of the Completion tab.

Completion Message
You can customize the text in this field or leave the default "Thank you for taking the survey!"

Send Responses To
If you want the survey submissions to be sent via email, enter the recipients in this field. Email addresses must be separated by semi-colons.

Email Respondent
To send the respondent an email upon completion:

  1. In the Email Respondent dropdown menu, select Yes

  2. Select the survey question containing the respondent's email address

  3. Enter your email message in the Respondent Email Body editor. Note: The Respondent Email Body has two tabs: HTML and Text. You should edit both of these text boxes.

To remove the General Response Info from the top of the email response:

  1. Remove the #GENERAL_INFO# token from the Respondent Email Body

  2. In the Email Admin CC of Respondent Email in box below dropdown, select Send Below Email to all “Send Responses To” instead of Standard Responses


Step 3: Test Your Survey

Step 4: Delete Your Test Data

When testing is complete, you should delete the test submissions before sending out your survey. Click the Clear button (X button) next to the survey title (be sure not to click the Delete/trashcan icon). Click OK in the Dialog box that pops up.

X button circled next to survey title

Dialog box over the "Modify Survey" page reading "Are you sure you want to delete all of the responses to this"

Step 5: Deploy Your Survey

Deploy a Survey

Once a survey has responses, it will not be possible to make certain modifications. Be sure to follow the previous steps in the testing section!

After testing, the survey is ready to be deployed and shared with your survey group. You can use the Email Link found by clicking the Deploy Survey button (see the Test Survey section) to send the survey's web address by email or create a link on a web page

Deploy survey page


Step 6: Analyze the Survey Responses

Accessing the Survey Results

To analyze your survey results, click the Analyze button next to the appropriate title on the Manage Surveys homepage.

Analyze icon circled on homepage

There are a number of options available in the Analyze area. The most commonly used are Results Overview Report and Individual Responses. Survey data can also be exported in a variety of formats. The most common format is CSV exports, which can be opened in Microsoft Excel.

Analyze page

Results Overview Report

The Results Overview Report is what you may want to use if you are looking for an aggregate of all data received.

Results Overview page

Viewing Individual Responses

If you click Individual Responses, you can look at each survey submission. This is also a useful report if your survey is being used as a form for individual requests.

Individual Responses page


SelectSurvey User Manuals

 

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