First Steps: Globalpark Enterprise Feedback Suite 6.0

Globalpark Enterprise Feedback Suite 6.
EFS Survey
First Steps
Version: 1.0
Date: 03.11.2008
© 2008 – Globalpark AG, Globalpark UK Ltd., Globalpark USA, Globalpark Österreich
GmbH
The information contained in this publication is the property of Globalpark AG and its
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valid licence agreement or other agreements with Globalpark. The software products offe-
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nents of other software manufacturers. All products may show country-specific differences.
Globalpark, Enterprise Feedback Suite, EFS, EFS Survey, EFS Panel, EFS Employee and
EFS Leadership, other Globalpark products and services mentioned in the text and their
corresponding logos are trademarks and can be registered trademarks of Globalpark AG
and/or its subsidiaries in Germany and other countries worldwide. All other names of pro-
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Globalpark AG (headquarters)
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Austria:
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Contents
Contents
1 Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
1.1 EFS Survey – First Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

1.2 Log In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
1.3 Navigating in EFS Survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
1.4 Changing the Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
2 Your First Survey Project: an Anonymous Survey ..................... 11
2.1 Creating an Anonymous Project (Step 1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

2.2 Entering Questions (Step 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
2.2.1 Creating the first questionnaire page of your survey . . . . . . . . . . . . . . . . . . . 18
2.2.2 Creating a question with a single response list . . . . . . . . . . . . . . . . . . . . . . . 20
2.2.3 Creating a question with a multiple response list and “Other” field . . . . . . . 22
2.2.4 Creating a filter page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
2.2.5 Creating a question with a text field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
2.2.6 Creating a matrix question . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
2.2.7 Importing an item list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
2.2.8 Defining hiding conditions on item level . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
2.2.9 Checking answers with a plausibility check . . . . . . . . . . . . . . . . . . . . . . . . . . 34
2.2.10 Uploading images and integrating them into the questionnaire . . . . . . . . . 36
2.2.11 Determining hiding conditions on question level . . . . . . . . . . . . . . . . . . . . . 40
2.2.12 Creating the final page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
2.3 Activating the Project (Step 3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
2.4 Testing the Project (Step 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
2.5 Inviting the Participants (Step 5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
2.6 Monitoring the Survey (Step 6) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
2.7 Exporting Data (Step 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
3 Your Second Project: a Personalized Survey ......................... 47
3.1 Creating a Personalized Survey (Step 1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

3.2 Entering Questions (Step 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
3.3 Activating and Generating the Project (Step 3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
3.4 Testing the Project (Step 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
3.5 Inviting Participants (Step 5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
3.5.1 Adding the participants’ data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
3.5.2 Sending invitation e-mails to participants . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
3.6 Monitoring Progression (Step 6) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
3.7 Exporting Data (Step 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
4 Creating a Layout for Your Questionnaire ............................. 57
4.1 Choosing a Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
3
Contents
4.2 Editing the Standard Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

4.3 Saving Layout Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
5 Appendix: Draft for the Demo Project .................................. 61
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
4
Introduction
Running surveys on the Internet is simple. It is indeed – provided you use the right
tool. EFS Survey by Globalpark is a software solution that gives you appropriate and
ample assistance when setting up and running online surveys. By using EFS Survey
you may quickly turn your concept of a survey into a questionnaire, and from there it
is only a short way to get the results.
To master EFS Survey means to be in command of many functions. Seen from a gene-
ral perspective, EFS Survey provides support when
앫 setting up and pre-testing an online survey,
앫 managing the participants’ access,
앫 monitoring the incoming results while it is “in the field”,
앫 tayloring and requesting a report.
This introduction provides a detailed insight into EFS Survey and its features. You will
be made familiar with the nitty-gritty details of using EFS Survey. For instance, you
learn how to navigate EFS Survey, define filter conditions or invite participants.
We think the best way to master EFS Survey is to make use of it and work with it. For
this reason, we decided to write a hands-on introduction. It guides you through all
steps necessary to set up a survey. We assume that the reader is unfamiliar with EFS
Survey. We do expect, however, that the reader has some experience with Internet
applications and is interested in working through some or even all of the examples
shown in this introduction.
5
Information on changes of Globalpark product names
Please note that our product names have changed with the Software Release 5.2 of
September 2007. They are now bundled in the Globalpark Enterprise Feedback Suite
(EFS).
Products:
New product names Old product names
EFS Survey surveycenter
EFS Panel Online Site Panel Tool (OPST)
EFS Employee Integrated Employee Feedback Platform (IEFP)
EFS Leadership Leadership Online Feedback Tool (LOFT)
Functional extensions:
EFS Conjoint Extension Online Conjoint Modul (OCM)
EFS Mobile Extension Computer Assisted Mobile Interviewing (CAMI)
EFS Hybrid Extension PaperPencil-Modul (PPM)
Tools and services for various products:
EFS Report Download Download Plattform
EFS Survey Status Online Reporting Center (ORC)
EFS Secure Exchange Exchange Plattform
EFS Web Services Webservices
Tools and services for individual products:

EFS Employee
Org Processor Employee Survey Manager (ESM)
Online Analysis Online Analyse Tool (OAT)
Action Planner Action Planner
6
1 Getting Started
1 Getting Started
1.1 EFS Survey – First Steps

First steps is aimed at users who want to quickly and practically familiarize themselves
with the survey platform EFS Survey.
앫 In Chapter 1, S. 7 the admin area of EFS Survey is introduced briefly. You will get
to know how to change your personal settings such as language and password.
앫 In Chapter 2, S. 11 you will create a demo project in six steps and familiarize
yourself with the most important features of the platform.
앫 In Chapter 3, S. 47 you will explore the differences between anonymous and per-
sonalized surveys by creating a personalized survey.
앫 In Chapter 4, S. 57 you will learn how to create a graphical design for your questi-
onnaire.
This edition of First steps is based on release 6.0 of ESF Survey. Depending on which
installation of EFS Survey you use there can be minor feature differences.
1.2 Log In
In order to log into the administration area of an EFS Survey installation you need a
valid account and a password. Usually you will find the log in under the URL http://
www.your-domain.com/www/
7
1 Getting Started
1.3 Navigating in EFS Survey

After you have logged in you get to the start page of EFS Survey. First we will have a
close look at the screen structure.
Figure 1.1 Structure of the EFS Survey screen
1. Navigation bar with modules

2. Breadcrumb
3. Menu of current module
4. Content area
Is the admin area displayed in the wrong language? You can easily change the lan-
guage settings yourself: In the upper right corner of the screen you can find a link
that enables you to switch from the German to the English admin area and back
again. Click the link and the language will change.
1. Navigation bar with basic modules

The navigation bar which remains visible when working in the admin area contains:
앫 Links to the various modules of EFS Survey.
앫 Links you can use to change the language, invoke feedback form and online help
or log out.
The following chart illustrates the specific content of the four EFS Survey modules.
8
1 Getting Started
Figure 1.2 The content of the modules
2. Breadcrumb
The breadcrumb makes orientation and navigation easier: You always know on which
level of the menu you’re working, and you can swap from one level of the menu to
another by just clicking on a breadcrumb link.
3. The menu of a module

In order to navigate a module there is a menu on the left side of the screen. If you click
on a menu item you will get to the corresponding submenu.
4. Content area
The actual work takes place in the central content area in the middle of the screen. By
selecting different tabs you can choose from various sub topics and you can make ent-
ries and trigger actions with the help of dialogs, icons, pop-up windows or links.
1.4 Changing the Password

When you log into EFS Survey for the first time, you are asked to change your pass-
word and define a security question. The security question is required to establish your
identity, if you forget your password.
The request to change your password is repeated monthly. If you want to change your
password on your own, choose the Staff module, then open the Own account->
Password menu. Enter the new password and confirm by clicking Change own
password.
9
1 Getting Started
10
2 Your First Survey Project: an Anonymous Survey
2 Your First Survey Project: an

Anonymous Survey
Preliminary steps
Before you can create a specific questionnaire in EFS Survey you usually have to do
some detailed preparations.
앫 First you have to determine subject and target group of the survey. In the demo
survey created in this introduction for beginners Internet users will be asked to
evaluate a specific website.
앫 You have to select an appropriate survey type. As we do not have any data of the
participants in our demo survey we choose to conduct an anonymous survey. (In
Chapter 3, S. 47 you will set up a personalized survey in which the personal data
of the participants are known to you beforehand.)
앫 In order to create a questionnaire you need to be familiar with the different ques-
tion types and tools of EFS Survey:
– which question type is best suited for a specific question?
– which page of the questionnaire should contain which questions, sub titles and
multimedia elements?
– where to put a specific filter (i.e. which pages should only be visible to specific
participants)?
– which questions and answer items should be filtered (i.e. should only be visible
to specific participants)?
You can find a draft for the demo project which you are going to implement in the
appendix (Chapter 5, S. 61). It contains all relevant details needed to create a ques-
tionnaire with EFS Survey.
.
Sequence of operations
After you have done the relevant project preparations you can implement the project.
In the course of our demo project you will do the following steps:
11
Figure 2.1 Sequence of operations necessary to set up a survey
2.1 Creating an Anonymous Project (Step 1)

Enter the Projects module.
앫 The menu of this module offers access to important submenus such as Create
project or Project import.
앫 In the content area you will find the Project list. It provides information about the
project type and the status of the projects. With the features in the “Actions”
column you can deactivate or end a project, you can change rights for a project or
delete a project.
12
Figure 2.2 The menu of the “Projects” module and the list of projects
In order to create an anonymous survey proceed as follows:

1. Click on the Create project menu item.
2. An entry form will appear.
Figure 2.3 Choosing the appropriate project type for the new project
3. Enter the following project details:

– project type: “Anonymous survey”
13
– title, description, author and co-authors

– to receive a notification seven days before the end of the field period, enter your
e-mail address in the field “Notification before end of survey”.
– staff teams which are allowed to have access to the project
4. Confirm your entries with Create.
5. The message “Project has been created successfully” will be displayed on a green
bar. Click on the To project link in the message.
2.2 Entering Questions (Step 2)

The Survey menu is opened. It is the central starting point for editing your project. On
the left side of the screen you can find all relevant submenus.
Figure 2.4 The “Survey menu”
To create the questionnaire, click the Questionnaire editor menu item. The question-
naire editor is opened.
14
Figure 2.5 The questionnaire editor
For your demo project only the final page has been created automatically so far. You
will soon create all other pages yourself.
The three levels of the questionnaire editor

Before we are going to work with the questionnaire editor we should have a close look
at its structure. As you can see in the following chart the questionnaire editor has three
levels: the questionnaire view, the page view and the question view.
Figure 2.6 The three levels of the questionnaire editor
15
1. By clicking on the Questionnaire editor menu item you get to level 1, the questi-
onnaire view. It shows a list of the different pages of the questionnaire.
Figure 2.7 The pages of a project in the questionnaire view
2. If you click on a page title in the questionnaire view you get to level 2, the page
view. The questions on a questionnaire page are listed.
Figure 2.8 List of already created questions on a questionnaire page in the page view
16
3. If you click on a question title in the page view you get to level 3, the question view.
You will see the text elements and all other relevant settings for a specific question.
Figure 2.9 The text elements and settings of a question in the question view
17
2.2.1 Creating the first questionnaire page of your survey

At the beginning of the survey you want to welcome the participants. Therefore the
first page does not contain any questions but a welcome text.
1. Steps to create the first questionnaire page:

1. You have already entered the questionnaire view via the Questionnaire editor
menu item. Click on the Create new page or filter tab.
2. Enter “Start“ as a title of the page. Select the page type “Standard”.
Figure 2.10 Creating the start page of the project
3. Confirm with Create.

4. The new page is created and displayed in the automatically opened questionnaire
view.
2. Steps to create the first question

1. Click on the title of the first page “Start” in the questionnaire view.
2. You get to the page view where you find an entry form to create new questions on
this page.
3. The title of the first question has been automatically preset with the page titel
“Start”. Keep this title.
18
Figure 2.11 Adding the title of the first question
4. You have to choose an appropriate question type. Click on the Show available
question types icon. (As soon as you have familiarized yourself with the question
types of EFS Survey, you can use the drop-down list instead: selecting a group of
questions opens a list of the corresponding question types with schemas.)
5. A list of all question types with schematics is shown.
Figure 2.12 Extract of the detail view of the EFS Survey question types
6. For the welcome text you do not need any further question elements. You will only
use HTML text. Therefore you select the question type HTML code (998).
7. Confirm with Create. You get to the third level of the questionnaire editor, the
question view, where you will see an entry form to enter texts.
19
Figure 2.13 The question “Start” in the questionnaire editor
8. Enter the text. You can either add HTML tags yourself or use the formatting fea-
tures.
9. Confirm with Save.
10. Click on the tab Preview question. In the pop-up window you can see the question
from a future participant’s point of view.
11. Click on the tab Questionnaire to get back to the questionnaire view.
Figure 2.14 Actions to edit a questionnaire page in the structure view
12. The icons in the column “Actions” offer a variety of options to edit the newly-
created standard page: Preview, Create new page or filter, Copy, Search / replace,
Edit page, Page tree import under page “X” and Delete.
13. Click on the Preview icon to view the complete starting page.
If you want to change the text of the Forward button, click on Back to survey menu.
Open the Project properties menu. In the Survey messages submenu you can edit
the text of the buttons and other important survey messages.
2.2.2 Creating a question with a single response list

On the next page you will create a question with a single response list. This means that
the interviewee can only give one answer.
20
Steps:
1. In order to create the next page click on the tab Create new page or filter.
Figure 2.15 Selecting the tab “Create new page or filter“
2. Enter “Internet use” as a page title.

3. Create a new question on the page, take care to choose the question type Single
response list (vertical) (111) in the drop-down list.
Figure 2.16 Adding the question title and choosing the question type

5. The question view is opened.
21
Figure 2.17 Question view of a single response question
6. Enter the question text and the texts of the answer categories.
7. In order to delete the fifth answer category, click in the checkbox in the column
“Delete”.
8. Save your entries.
9. Click on the tab Preview question to view the question you have just created.
With the question preview you can only see the specific question. Whereas in the
page preview which you have used on page 20 in step 13 the whole page is shown.
You can find the page preview in the question view menu, as a tab in the page view
and as an icon in the questionnaire view.
2.2.3 Creating a question with a multiple response list and “Other”

field
The interviewee can give more than one answer to the following question. He can also
enter a text.
22
Steps:
1. Create a standard page with the title “Attention”.
2. Create a question with the question type Multiple response list (vertical) (121).
3. Enter the question text, the fill-in instruction and the first three answer categories
(items). Activate the checkbox “Delete” for the answer categories which you do not
need.
Figure 2.18 Question view of a multiple response question

5. Now enter the text “others” in the text field in the column “Item text”. A number
for the new item is created automatically. Choose “Answer category + text” in the
drop-down list.
23
Figure 2.19 Adding an answer category with additional text field
6. Save again.
7. The answer category with text field is created. Optionally you can change width and
maximum length of the text.
Figure 2.20 The completed multiple response question with additional text field
2.2.4 Creating a filter page

In the next step you are going to set up a filter in the questionnaire:
앫 Those participants who selected the answer “search engine” in the previous ques-
tion will be asked to state which search engine they use.
앫 Those participants who didn’t choose the answer “search engine” will skip the
question about the search engine and get to the next questionnaire page immedi-
ately.
24
Steps:
1. Create a new page with the title “If search engine”. Please make sure that you select
the type “Filter” instead of “Standard”.
Figure 2.21 Creating a filter page
2. Confirm with Submit.

3. Click on the title “If search engine” in the questionnaire view.
Figure 2.22 Open entry form for filter conditions
4. An entry form for the filter conditions is opened.

5. To define the conditions you need the variables and codes of your questionnaire.
Click on the Codebook menu item to open the codebook in a second window.
25
Figure 2.23 Selecting variables and codes in the codebook
6. Choose the appropriate variable (v_14 is the variable of the answer category
“search engine” in the example shown in the illustration) and the code (1 for “Quo-
ted”.
Figure 2.24 Defining the filter condition
7. Go back to the entry form for the filter definitions. Select the appropriate variable
which defines the filter in the select box, select the condition and the code: If a
participant has chosen the item “search engine” (variable 14=1) in the previous
question he is supposed to see the page beneath the filter page.
26
Figure 2.25 The saved filter condition for the filter page
9. Via the Back link you get back to the questionnaire view.
2.2.5 Creating a question with a text field

On the next page you want to find out which search engine the filtered interviewees
used in order to get to your homepage.
Steps:
1. Create a standard page with the title “Which search engine”. To do so, choose the
Create new page or filter icon in the row of the newly created filter page.
Figure 2.26 Selecting the “Create new page” icon
2. After successfull creation, the page “Which search engine” is shown indented bene-
ath the filter page.
27
Figure 2.27 The indented page “Which search engine” beneath the filter page
Is the page “Which search engine” not indented in your questionnaire editor?
The page will only be automatically indented in the questionnaire view if you have
used the Create new page or filter icon in the line of the filter page ”If search
engine“ in order to create a new page.
If you have used the Create new page or filter tab you have to click on the arrow
pointing to the right in the column “Move” to reposition the page.
3. Create a question of the question type Text field (single row) (141) on the new page.
Figure 2.28 Question view of a text field question
4. Enter the text and Save your entries.
28
2.2.6 Creating a matrix question

Matrix questions are used when a detailed evaluation of various aspects of an issue is
required.
Steps:
1. Create a standard page with the title “Evaluation”.
If you use the Create new page or filter icon in the line of the ”Which search engine“
filter page instead of the tab, the page will be indented in the filter branch. Click on
the arrow pointing to the left in the “Move” column to reposition it.
2. Create a question of the question type Standard matrix (311).

3. Enter the question text and the items.
29
Figure 2.29 Opening the section “Scale options” in the question view of a standard matrix
5. Open the section “Scale options” by clicking on the [+] icon to edit the properties
of the scale.
6. An entry form for the answer scale is shown.
Figure 2.30 Editing the properties of the answer scale
7. Enter the four properties from 1=“I strongly agree” to 4=“I absolutely disagree”
and define the fifth property “No answer” as a missing value.
8. Save your changes and check the result in the preview.
30
If the left margin with the item texts is too small, change the number of pixels in
the line “Width of the left column with the question texts (in pixel)” (see below).
Figure 2.31 Changing the widht of the left column
2.2.7 Importing an item list

You can import a large number of items instead of adding them manually by copying
the items from an existing text file (e.g. .txt format or .doc format) into an entry form.
You will use this feature when creating the next question.
Steps:
1. Create a standard page titled “Sections”.
2. Create a question of the question type Multiple response list (vertical) (121) .
3. Enter the question text and the fill-in instruction.
4. Activate the checkbox “Delete” for all existing answer categories.
6. Click on the Mass-import items button.
Figure 2.32 The “Mass-import items” button
7. An entry form for the mass import is opened.

8. As is shown in the following illustration you can add a list of items copied from any
word processors with Copy&Paste.
31
Figure 2.33 Adding an item list with Copy&Paste
9. Click on Mass-import. The items of the list are created automatically.
Figure 2.34 Preparing new items
10. Check if all items have been created correctly. If necessary you can delete or add
items, change the sort number or the type.
11. Confirm by clicking on Save.
2.2.8 Defining hiding conditions on item level

On the next page the participant will be asked to evaluate those sections of the website
he already knows. Those sections he does not know are not shown. For this purpose it
is necessary to blind out specific items.
32
Steps:
1. Create a standard page titled “Evaluation of sections” and add a question of the
question type Standard matrix (311). Enter the question text and the fill-in
instruction, the answer scales and the items of the matrix and Save your entries.
2. By using the Funnel icons in the column “Hiding condition” of the entry mask you
determine the hiding conditions for each item. Select the Funnel icon for the first
item. An entry mask for hiding conditions will appear.
Figure 2.35 “Edit hiding conditions” on item level
3. Click on the Codebook menu item to open the codebook in a second window, and
choose the appropriate variables with the help of the codebook.
4. Determine the hiding condition: if the section “Software” hasn´t been named in
the previous question i.e the code of the variable related to it is equal 0, then it
should be hidden.
Figure 2.36 Editing filter conditions
5. Save your entries. Click on the Back link to get back to the question you were just
creating.
6. The Copy hiding condition and Delete hiding conditions icons are shown next to
the Edit hiding conditions icon.
Figure 2.37 Deleting filter conditions
Figure 2.38 Copying hiding conditions
33
7. Define the hiding conditions for the other question items.
Alternatively you can use lists instead of hiding conditions in the above and similar
situations. A detailed explanation how to work with lists is given in Chapter 7.3 of
the EFS Survey manual 6.0.
2.2.9 Checking answers with a plausibility check

The next page consists of an introductory text, one question about the participant´s
gender and one question about the participant’s age.
The answers to the question about the year of birth will be checked by a plausibility
check to make sure the entered value is within a reasonable range, e.g. between 1900
and 2000.
The participant can only continue to fill in the questionnaire if the data is entered as a
four digit number and is within the predetermined range.
Steps:
1. Create a standard page titled “Demography”.
2. Create a question with the question type HTML code (998) titled “Text”, enter the
text and Save your entries.
3. Click the Page menu item to get back to the page view.
4. On the same page create the question “Gender” with the question type Single
response list (vertical) (111). As you have learned earlier on enter the question text
and the items. Save your entries.
5. On the same page create the question “Year of birth” with the question type Text
field (single row) (141) .
6. Enter the question text and the fill-in instruction.
7. Confine the width of the text field and the maximum input length to a four digit
number.
34
Figure 2.39 Confining the size of a text field
8. Save the question.

9. To create the plausibility check change back to the page view, then select the tab
Plausibility check.
Figure 2.40 Selecting a plausibility check
10. In the section “Add new plausibility check” select the required check type “Range
check” and click on Add.
35
Figure 2.41 Edit plausibility check and error message
11. Use the codebook to find the variable for the text field “Year of birth” and set the
drop-down list accordingly. Determine the valid range of numbers.
12. Enter the following plausibility check message: “Please enter your year of birth as
a four-digit number!”
13. Complete the process with Save.
2.2.10 Uploading images and integrating them into the questionnaire

The next page consists of three elements: An introductory text (question type HTML
code), an image (question type Multimedia) and a question of the question type Single
response list which invites the participants to take part in a competition.
36
Steps:
1. Create a standard page titled “Competition”.
2. Create a question of the question type HTML code with the title “Text”, enter the
text and Save your entries.
3. Now you have to upload an image from your PC and integrate it into the media
library of the project. Click on Questionnaire to go back to the questionnaire view
and select the Media library menu item.
4. Click on the Upload file button.
Figure 2.42 Uploading a picture into the media library
5. The entry mask to upload new multimedia elements appears. Search the hard disk
of your PC.
37
Please use only the jpeg format and the gif format. Do not use any bitmaps!
6. Optionally, you can define a wildcard that can be used to incorporate the image e.g.
into an answer category. Further information can be found in the EFS Survey
manual 6.0 in Chapter 7.1.3.
7. Activate “Show ’images’ directory after upload”, to make the software jump back
into the main directory after the upload process.
8. Finally, click on Upload to integrate the image into the media library
9. At the end of the process, the image will be displayed in the media library.
Figure 2.43 The newly uploaded image in the media library
10. Change to the questionnaire view via the Back to questionnaire menu item.
11. Create a question of the question type Multimedia (999) titled “Digital camera”.
12. In the question view you can choose the appropriate image.
Figure 2.44 Choosing the picture in the question view for the question type “Multimedia”
38
13. Save your changes.

14. Determine the position of the image and enter an alternative text.
Figure 2.45 Editing image position and alt text
15. Save again.

16. Create the question “Competition” of the question type Single response list (verti-
cal) (111) with question text and answer categories.
17. The question “Competition” must be answered, because on the next page a ques-
tion will be hidden or displayed depending of the answer given. To enforce an ans-
wer define the question as a compulsory question by activating the checkbox
“Mandatory (dac)”: A so-called do-answer-check (dac) will be performed, i.e. a
check to see whether the respondent has answered the question. If he or she has
not answered, a corresponding message will be output.
39
Figure 2.46 Define question as mandatory question
18. Do not forget to Save your entries.
2.2.11 Determining hiding conditions on question level

This page consists of two questions:
앫 The question about the participant’s address data is not shown if the participant
stated in the previous question that he does not want to take part in the competi-
tion.
앫 The second question regarding the newsletter should be visible to all participants.
Steps:
1. Create a standard page titled “Newsletter”.
2. Create a question titled “Address data – competition” of the question type Text field
matrix (vertical) (143).
3. Enter the question texts and the item texts. By entering an item text in the line
“new” and saving your entries you can create additional items.
4. Now you have to determine the hiding condition on question level. Click on Edit
hiding condition in the question view.
40
Figure 2.47 Link to hiding condition
If the Edit hiding condition link is not displayed, click the Question options icon in
the header and activate the additional option “Hiding condition for this question”.
5. The entry form for hiding conditions is opened. You can determine the hiding con-
dition with the help of the codebook: If “participation in the competition equals
no” (the variable v_42 for the “Competition” equals 2 in the example shown below),
the question will not be displayed. Alternatively you can select the variable, and
then click the binoculars icon in the column “Code”. A pop-up window opens,
offering the codes which belong to the selected variable.
Figure 2.48 Determine filter conditions
6. Click on Save.
7. Click on Back to editor. In the question view you will find the definition and a new
Delete hiding condition link next to the Edit hiding condition link.
8. Add a second question titled “E-mail” of the question type Text field (single row)
(141) on the same page and enter the question text. Don’t forget to Save your
entries.
41
2.2.12 Creating the final page

On the last page of the survey you want to thank the participants for taking part in your
survey. Afterwards the participant will close the survey window via a button.
Steps:
1. Click on the title of the final page in the questionnaire view and create a question
of the question type HTML code (998). As you have learned in Chapter 2.2.1, S. 18
you can format the text yourself.
2. Insert a “Close window” button: Place the cursor in the entry field, and select the
option “Insert ’Close window’ button” in the drop down list “Insert code automati-
cally”. The following HTML code will be added automatically:
<br>
<div align=center>
<input type=”button” onClick=”window.close()” value=”Close window”>
</div>
<br>
2.3 Activating the Project (Step 3)

Now your questionnaire is complete. Before starting your survey the basic settings of
the project have to be adjusted in the Survey menu:
1. Determine begin and end of the survey. Confirm with Save.
2. In the line “Status” you can see that the project has been created but it has not yet
been activated. Click on Activate and the status will be changed into “Active”.
Figure 2.49 Determining the field time and activating the survey
42
2.4 Testing the Project (Step 4)

Before entering into the field you have to test the questionnaire.
Testing in preview and productive mode

You have repeatedly used the preview while creating the questionnaire to check com-
pleted questions and pages. After the programming is completed, the whole question-
naire needs to be tested. To do so, change to the Survey menu, click the Preview
questionnaire link and check the survey from the point of view of a participant. Go
through the questionnaire and try whether filters, hiding conditions and plausibility
checks really work.
As the preview does not support all features, you should test the questionnaire in the
productive mode, too, before finally releasing it. In the Survey menu, choose the link
in the line “URL”.
Using test and organization tools

A variety of tools assist your team in testing and organization of test prozesses.
앫 To-do management allows you and your staff to capture and manage internal notes
(see EFS Survey manual 6.0, Chapter 6.10).
앫 The pretest tools allows you to capture testers’ comments during the pretest phase
(see EFS Survey manual 6.0, Chapter 10.4).
앫 More test tools and feature-specific checks are presented in the EFS Survey
manual 6.0 in Chapter 10.
Compiling
All data created e.g. by tests in productive mode must be deleted before the start of the
survey. Click on the Compile menu item. Select “Delete all survey data” and click on
Compile survey. Now the database is newly created and all test data deleted.
Figure 2.50 Compiling the survey
2.5 Inviting the Participants (Step 5)

As you have finished creating your online questionnaire you can now invite partici-
pants. Your demo survey is an anonymous survey which means that you do not know
the participants’ data beforehand. In order to gain participants you have to direct
potential participants to your survey
앫 by integrating a link to the survey in a website
앫 by publishing a link to the survey in a newsletter
43
앫 by integrating a pop-up window in a website.

You can find the link of the survey in the Survey menu in the line “URL” (see Figure
2.49).
2.6 Monitoring the Survey (Step 6)

In the Statistics menu, accessible via the Survey menu, you can monitor your survey.
It contains three main sections that can be opened by selecting the respective menu
items: the Field report, the Online statistics and the Open-ended answers.
Figure 2.51 The field report in the “Statistics” menu
Field report
The field report provides information about the number of participants and the break-
off rate.
44
Online statistics
At any time during the survey the online statistics provides an overview of the answers
to closed questions that have been collected so far. You can either get the data regar-
ding specific questions or you can get the data concerning the whole survey.
Figure 2.52 Online statistics for a multiple response question and a matrix
Open-ended answers
In this menu, you can view the answers to open-ended questions.
If you want to offer information on the survey progress and survey results to your
staff members or clients without giving them access to internal features of the pro-
ject in the admin area it is recommended to use EFS Survey Status. As EFS Survey
Status is completely separated from the internal project area an accidental manipu-
lation of survey settings is impossible. On most EFS Survey installations you can
find the login to ESF Survey Status on http://www.your-domain.com/report/ See the
EFS Survey manual 6.0, Chapter 12.9 for further information.
2.7 Exporting Data (Step 7)

After the end of the survey you can export the collected data. Under Survey menu->
Export you can find a variety of options to define format and data volume.
45
Figure 2.53 Export options
Detailed information on the export options can be found in the EFS Survey manual
6.0 in Chapter 13.
46
3 Your Second Project: a Personalized Survey
3 Your Second Project: a Personalized

Survey
The demo survey created in Chapter 2, S. 11 is an anonymous survey, i.e. you do not
know the participants. Chapter 3 presents the second project type that can be realized
with EFS Survey, the personalized survey. This project type is characterized by a rest-
ricted number of participants whose personal data is known beforehand. In contrast to
an anonymous survey, you can invite these participants personally by e-mail.
3.1 Creating a Personalized Survey (Step 1)

First you have to set up a project of the type personalized survey. There are two alter-
natives how to achieve this:
앫 You can create a new project.
앫 For training purposes, you can copy the demo project created in Chapter 2, S. 11
and change the project type.
Creating a new personalized survey

1. Click on the Projects module to get to the project list.
2. Select the Create project menu item.
3. Proceed as learned in Chapter 2.1, S. 12. But make sure that you choose the project
type “Personalized survey” instead of “Anonymous survey”.
47
Figure 3.1 Creating a personalized survey
4. Confirm your entries with Submit.

5. The message “Project has been created successfully” will be displayed on a green
bar. Click on the To project link.
6. Again, you enter the Survey menu. The menu contains the new Participant
administration menu item which is only displayed in personalized surveys.
48
Figure 3.2 Survey menu with menu item “Participant administration”
Copying a project and changing the project type

For training purposes you can copy the demo project which you created earlier on.
This way you do not have to create a new questionnaire.
1. Click on the Projects module to get to the project list.
2. Select the Copy project icon in the line of the project “Website check”.
3. Change the project type from “Anonymous survey” to “Personalized survey” and
confirm with Submit.
4. After the project has been copied click on the Back to project link.
5. The Survey menu contains the new Participant administration menu item which
is only displayed in personalized surveys.
3.2 Entering Questions (Step 2)

In order to create the questionnaire proceed as explained in Chapter 2.2, S. 14. (If you
have copied the demo survey created in Chapter 2, you can skip this step).
49
3.3 Activating and Generating the Project (Step 3)

In order to activate your project proceed as explained in Chapter 2.3, S. 42.
3.4 Testing the Project (Step 4)

In order to test your project proceed as explained in Chapter 2.4, S. 43.
3.5 Inviting Participants (Step 5)

In the case of a personalized survey you know the participants’ data beforehand and
you can use them to invite the participants by e-mail. The Participant administration
of EFS Survey which can be found in the Survey menu in personalized projects provi-
des a variety of features you can use.
Figure 3.3 The participant administration
3.5.1 Adding the participants’ data

You can either add participants individually or import the entire list of participants.
Adding participants individually is especially useful if
앫 you want a test person with a specific test status to check the questionnaire before
starting the survey.
앫 you want to invite additional participants.
Otherwise the import feature will often be more efficient.
Adding participants individually

1. To add an individual participant, clicking the Add participant button.
2. Enter the data into the form. You have to know the e-mail address. Further details
about the participant can be added optionally. It is recommended to enter the
name of the participant.
50
Figure 3.4 Entry form for participants’ data
3. After you have entered the participants’ data click on the Save button to store the
data.
Importing participants
1. Use the Import participants button to open the import dialog.
2. Click the Download import template button and save the template on your PC.
3. Open the file with an appropriate editor, e.g. Microsoft Excel, and enter the data of
your participants. (For details on the formatting rules, please see Chapter 11.2.7 of
the EFS Survey manual 6.0.)
Figure 3.5 A demo file with participants´ data
4. Store the file on your PC either in Excel (XLS) or in CSV format.

5. In the import dialog of EFS Survey, use the Browse button to select the CSV file,
choose “First row includes column label” and upload with Send file.
Figure 3.6 Uploading participant list
51
6. EFS Survey automatically assigns the columns of the import file and the approp-
riate fields of the database.
Figure 3.7 Assigning the columns of the import file to the database fields
7. Check the assignation. If it is correct, click on Preview.
Figure 3.8 Checking assignation
8. The import preview shows all data records as they will be imported into the project.
As of EFS 6.0, you can edit data in the preview.
9. If you are content, click Import data to trigger the import.
3.5.2 Sending invitation e-mails to participants

You can use the stored participant data to invite your participants with personalized e-
mails which contain either a link to the survey and a password or a URL in which the
password has been added to the original survey link.
Specifying mail sender

1. In the Options module, select the Mail templates->Mail senders menu.
2. Click on Add e-mail address.
3. Enter e-mail address and name of the new mail sender.
4. Choose which teams are allowed to use the e-mail address.
52
Creating a mail template

1. Change to the Mail templates menu.
2. Click on Create template.
Figure 3.9 Creating a mail template
3. Select the mail template type “Invitation mail”.

4. Enter a description for internal use.
5. Select the sender created in the previous section.
6. Enter the subject and text of the invitation mail. Your mail should by all means
contain either a link to the survey and a password, or a URL in which the code has
been attached to the original survey link. You can easily achieve this by using the
wildcard #code_complete# (= survey URL with added code). (To see a list of all
wildcards available, click on the question mark in the section “Content”.)
7. Confirm with Create.
8. Open the Preview to check the result.
53
Sending invitation e-mails

1. In the Participant administration menu, click the Contact participant groups but-
ton.
1. In the dialog that opens, you will find various options to contact participants
depending of their status.
Figure 3.10 Contacting participant groups
2. Click on the Send invitation mails link.

3. Select the mail template you have created in Chapter 3.5.2, S. 52 and confirm with
Use.
Figure 3.11 Selecting a mail template
4. Check content and settings.

5. Click on the Preview mail button to check the result.
54
Figure 3.12 The invitation mail in the mail preview
6. Make sure the wildcards have been replaced by the data for the specific partici-
pants. If you are satisfied with the result click on Send.
7. If you click on the Mail transmission report menu item you will find a list of the
mails which have been sent.
3.6 Monitoring Progression (Step 6)

For monitoring the progress of the survey, proceed as explained in Chapter 2.5, S. 43.
3.7 Exporting Data (Step 7)

For exporting the data, proceed as explained in Chapter 2.6, S. 44.
55
56
4 Creating a Layout for Your Questionnaire
4 Creating a Layout for Your

Questionnaire
In the last chapter of the introduction for beginners you will explore the possibilities
offered by EFS Survey to create a layout for your questionnaire. By clicking on the
Layout menu item in the Survey menu, you can access numerous features to edit the
design, both for normal EFS Survey users and for users with HTML and CSS program-
ming experiences.
Figure 4.1 The “Edit layout” submenu
In the EFS Survey manual 6.0, Chapter 8 you can find detailed information on the
topic layout.
4.1 Choosing a Layout

If there are already layouts available on the EFS Survey installation you use, you can
integrate them in your questionnaire using the features of the Layout templates menu.
Choose the layout you need and adopt it for your questionnaire by clicking the Select
layout button.
57
Figure 4.2 Selecting a layout
4.2 Editing the Standard Layout

Uploading logos
On the Logos tab you can upload the logos and the background image of your project.
In order to upload a logo, proceed as follows:
1. To remove an already existing but unwanted logo, e.g. the default logo of the stan-
dard layout, click No image.
2. Determine where you want to position the logo.
3. Choose the file on your local pc with Browse.
4. Click on Upload logo.
Figure 4.3 Removing and uploading logos
58
Editing the format

With the Format tab you can format numerous elements of a questionnaire page for
the whole project. The tab contains an interactive scheme of a questionnaire page with
all standard elements. If you choose an element, a popup window is opened, and you
can change the layout of the element. As soon as you close the window by clicking on
Accept & close window the changes will be integrated into your questionnaire.
Using graphical form elements

With the Form elements tab you can replace the HTML buttons by graphical form
elements. After selecting the graphical form elements and clicking on the Save button
you can choose from several sets of form elements and you can upload your own
images.
Changing spaces
With the Spaces tab you can edit the spaces between the various elements of a question
for the complete project.
Editing properties of progress bar

On the Progress bar tab you can activate the progress bar. After saving the selection
you can choose among several designs or change the text above the bar.
Editing plausibility checks

With the Plausibility checks tab you can edit design and properties of the plausibility
check messages.
4.3 Saving Layout Settings

In the Save settings in template submenu you can save the layout settings of your
project. That way, you will be able to use the saved template again later e.g. for other
projects on the same EFS Survey installation (you can find an explanation how to inte-
grate a saved layout in a new questionnaire in Chapter 4.1, S. 57).
Detailed information can be found in the EFS Survey manual 6.0, Chapter 8.8.2.
59
60
5 Appendix: Draft for the Demo Project
Project: Website check
Page: Start
Question title: Start
Question type: HTML code, 998
Question text: Welcome to Globalpark’s website check
Your opinion about our Internet presence is important to us.
Please take part in our short online survey.
Best regards
Your Globalpark team
Page: Internet use

Question title: Internet use
Question type: Single response list (vertical), 111
Question text: How often do you use the Internet?
앫 daily
앫 several times per week
앫 several times per month
앫 rarely
Page: Attention
Question title: Attention
Question type: Multiple response list (vertical), 121
Question text: How did you get to know our website?
Fill-in instruction: (multiple answers are possible)
앫 friends
앫 search engine
앫 link on another website
앫 others ____________
Filter: If search engine

If the participant has chosen item 2 “search engine” in the question “Attention”, the
page “Which search engine” is displayed. If he has chosen other items, the page “Which
search engine” is skipped.
Page: Which search engine

Question title: Which search engine
Question type: Text field (single row), 141
61
Question text: Which search engine did you use?
Page: Evaluation
Question title: Evaluation
Question type: Standard matrix 1, 311
Question text: Please evaluate the following aspects of our website.
I strongly I quite I actually I absolu- No ans-

agree. agree. don´t tely dis- wer.
agree. agree.
The menu is easy to understand.
The pages are clearly structu-

red.
The layout of the pages is

appealing.
There is hardly any delay when

the pages are loaded
The general structure of the

website
Page: Sections
Question title: Sections
Question type: Multiple response list (vertical), 121
Question text: Which sections of Globalpark’s website do you know?
앫 Software
앫 Consulting
앫 The company
앫 Service
Page: Evaluating of sections

Question title: Evaluating of sections
Hiding condition on item level: Only the sections chosen by the participant on the
previous questionnaire page are supposed to be shown.
Question type: Standard matrix 1, 311
Question text: Please evaluate those sections you know.
Fill-in instruction: (from 1= very good to 4 = quite bad)
1 2 3 4
Software
Consulting
The company
62
(cont.) 1 2 3 4
Service
Page: Demography
Question title: Text
Question text: You have nearly completed the survey. Please answer some questions
about yourself.
Question title: Gender
Question type: Single response list, 111
Question text: You are...
앫 male
앫 female
Question title: Year of birth
Question text: How old are you?
Fill-in instruction: Please enter your year of birth as a four-digit number.
Page: Competition
Question title: Text
Question text: We would like to invite you to take part in our competition. The prize
will be this digital camera:
Question title: Digital camera
Question type: Multimedia, 999
Question title: Competition
Question type: Single response list (vertical), 111
Question text: Do you want to take part in the competition?
앫 yes
앫 no
Page: Newsletter
Hiding condition on question level: The question “Adress data - competition” is not
shown if the participant has chosen “no” in the question “Competition” on the pre-
vious page.
Question title: Address data - competition
Question type: Text field matrix (vertical), 143
Question text: In case you win the prize we need your address.
Name ____________
Surname ____________
63
Street ____________
Zip/Postal code ____________
City ____________
E-mail address ____________
Question title: Newsletter
Question text: We hoped that you enjoyed the survey. If you want to subscribe to our
monthly newsletter please fill in your e-mail address:
Page: Final page

Question title: Final page
Question text: Thank you for taking part in our survey.
Your Globalpark team
64
Index
Index
A M
Activating a project 42 Mail sender 52
Anonymous survey 11 Mail template 53
Matrix question 29
B Menu 9
Breadcrumb 9 Module 8
Buttons Monitoring a survey 44
changing labels 20 Multiple response list 22
C N
Changing project type 49 Navigation bar 8
Codebook 25 New project 12
Compiling a project 43
Content area 9 O
Copying a project 49 Online statistics 45
Open-ended answers 45
E
EFS Survey Status 45 P
Exporting data 45 Page view 16
Participant administration 50
F Participant data 50
Field report 44 Password 9
Filter 24 Personalized survey 47
Final page 42 Plausibility checks 34
Form elements 59 layout 59
Formats 59 Progress bar 59
Project list 12
G Project type 11
Graphical form elements 59 Projects
module 12
H
Hiding conditions Q
on item level 32 Question types 19
on question level 40 Question view 17
Questionnaire page 18
I Questionnaire view 16
Images 36
Import of item list 31 S
Invitation e-mails 52 Single response list 20
Inviting participants Spaces 59
anonymous survey 43 Standard matrix 29
personalized survey 50 Survey menu 14
Survey messages 20
L Survey type 11
Language selection 8
Layout 57 T
Layout templates 59 Test 43
Log in 7
Logos 58
65

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1.1 EFS Survey – First Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

2 Your First Survey Project: an Anonymous Survey ..................... 11

2.1 Creating an Anonymous Project (Step 1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

3 Your Second Project: a Personalized Survey ......................... 47

3.1 Creating a Personalized Survey (Step 1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

4 Creating a Layout for Your Questionnaire ............................. 57

4.1 Choosing a Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

4.2 Editing the Standard Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

5 Appendix: Draft for the Demo Project .................................. 61

New product names Old product names

EFS Survey surveycenter

EFS Panel Online Site Panel Tool (OPST)

EFS Employee Integrated Employee Feedback Platform (IEFP)

EFS Leadership Leadership Online Feedback Tool (LOFT)

New product names Old product names

EFS Conjoint Extension Online Conjoint Modul (OCM)

EFS Mobile Extension Computer Assisted Mobile Interviewing (CAMI)

EFS Hybrid Extension PaperPencil-Modul (PPM)

Tools and services for various products:

New product names Old product names

EFS Report Download Download Plattform

EFS Survey Status Online Reporting Center (ORC)

EFS Secure Exchange Exchange Plattform

EFS Web Services Webservices

Tools and services for individual products:

New product names Old product names

Org Processor Employee Survey Manager (ESM)

Online Analysis Online Analyse Tool (OAT)

Action Planner Action Planner

1.1 EFS Survey – First Steps

1.3 Navigating in EFS Survey

Figure 1.1 Structure of the EFS Survey screen

1. Navigation bar with modules

1. Navigation bar with basic modules

Figure 1.2 The content of the modules

3. The menu of a module

1.4 Changing the Password

2 Your First Survey Project: an

Figure 2.1 Sequence of operations necessary to set up a survey

2.1 Creating an Anonymous Project (Step 1)

In order to create an anonymous survey proceed as follows:

3. Enter the following project details:

– title, description, author and co-authors

2.2 Entering Questions (Step 2)

Figure 2.4 The “Survey menu”

Figure 2.5 The questionnaire editor

The three levels of the questionnaire editor

Figure 2.6 The three levels of the questionnaire editor

Figure 2.7 The pages of a project in the questionnaire view

2.2.1 Creating the first questionnaire page of your survey

1. Steps to create the first questionnaire page:

Figure 2.10 Creating the start page of the project

3. Confirm with Create.

2. Steps to create the first question

Figure 2.11 Adding the title of the first question

Figure 2.13 The question “Start” in the questionnaire editor

Figure 2.14 Actions to edit a questionnaire page in the structure view

2.2.2 Creating a question with a single response list

Figure 2.15 Selecting the tab “Create new page or filter“

2. Enter “Internet use” as a page title.

4. Confirm with Save.