Surveys, Quizzes or Tests

Surveys, quizzes or tests, henceforth called surveys for brevity, are a special App of the Welcome Portal that allows you to request personalised information to users in order to get feedbacks, make aptitude tests, quizzes, etc. It is a particular App since, in addition to standard conditions like display period, can be displayed in the following ways:

As a standard App by placing an additional icon in the App Bar. In this case the survey is suggested automatically to the user who has the right to decide whether to fill it out by clicking the appropriate image that represents the App.
Full-screen App after the intro. Filling out the survey is required to the user after the video, the image or site (if defined).
After the login. Filling out the survey is required to the user after he has logged in.

Thanks to definable scores for each answer, a total maximum score is determined by which, surveys filled out by users will be evaluated.

The Context Dropdown Menu

By clicking on the context properties button of the survey, you expand the context dropdown menu with a range of options grouped by: default, edit, admin.

Commands

In addition to the standard editing options, it contains the following options:

Button	Description
Import	It allows you to import survey definitions from previously exported Json files.

The “Default” Section

In addition to the standard editing options, it contains the following options:

Option	Description
Dashboard	Selecting the branch, you are displayed the dashboard of the survey with the following tiles: main chart; count of answers, count of filled out surveys; minimum score; maximum score; average score; worse survey; best surveys; latest. For further details about the content of the various tiles, please refer to the “Tile Types of the Dashboards“ paragraph.

The “Edit” Section

Contains the standard edit options.

The “Admin” Section

Contains the following options:

Option	Description
Export Settings to File	It allows you to export the definitions of the surveys to a JSON file so that you can upload them to another HSNM via the “Import” button at the top right.
Data Management Tool	Opens the data management page for the survey.
Results of the survey, quiz or test	Displays a table with the list of the surveys filled out by users, with the reseller, manager, domain, user, MAC address, date and score. Using the context dropdown menu that appears on the right of each survey, you can delete the filled-out survey or print it. By clicking the triangle on the left of each survey, you can expand the row to preview the filled-out survey.

Adding or Editing

To add a new survey, select “ Survey, quiz or test” and press “Add survey” in the command bar. While to modify a survey, press the context button of the survey and select “ Edit”. In both cases, a page appears that allows you to manage the following fields:

General data

Field	Description
ID	ID of the record. Auto-assigned Identifier of the record. It can be used to use the API or external integrations. It is displayed during editing phase of an existing data and not during insertion of a new record.
Created on	Shows the creation date of the survey, quiz or test
Title	Title of the survey.
Subtitle	Subtitle of the survey.
Event	Defines the event where you want to display the survey. Possible values are: App in the Welcome Portal: allows the user to open survey, quiz or test. In this case the filling out is at user’s discretion. After the Intro: survey, quiz or test is presented or required in the Intro of the Welcome Portal. At Login: survey, quiz or test is presented or required after the user has logged in.
Start Date	Start date of the survey display.
End Date	End date of the survey display. If not defined, the survey appears forever.
Frequency	Defines the required frequency of filling out the survey. Selectable values are as follows: One Time: if user completes the survey, then it will no longer be required) Always: it always requires completing the survey to users; Recurring: requires users to complete the survey in a cyclic mode according to the type of frequency or to the value of the frequency type.
Frequency Type	According to the type of frequency you can choose: After X days (available if the chosen frequency is “One Time”). It asks the survey filling out only one time and after the number of days defined in the “Frequency Value” field, calculated from the date of first login. Every X days (available if the chosen frequency is “Recurring”). In practice, if user fills out the survey today and in the “Frequency value” field it is set two, the survey will be required two days calculated from the first login or from the last filling out. X days before the expiring date. Requires the filling out of the survey X days before the expiration of the product assigned to user. In practice, if an assigned product lasts seven days and it is specified two days before expiration, the survey will be displayed to the user from the fifth day. After X logins (available if the chosen frequency is “One Time”). It asks the survey filling out only one time and after the number of logins defined in the “Frequency Value” field; Every X logins (available if the chosen frequency is “Recurring”). In pratice if in the field “Frequency Value” it is specified five, the survey will be request to the user every five connections. Not available if you have chosen “Always” in the “Frequency” field.
Frequency Value	Requires user to complete the survey after the defined days. A value equal to zero will no longer request the filling out of the survey. Not available if you have chosen “Always” in the “Frequency” field.
Show Thank You Message	Display thank you message. Visible only if “Show Thank You Message” is enabled.
Thank You Message	Message displayed to the user as a thank you for participating the survey.
Show Skip Button	Defines whether to display the skip button to avoid filling out of the survey.
Anonimous Users	If active, it does not store the user that fills in the survey. The user ID is stored temporarily for one hour so as not to repeat the survey in some situations and then deleted so as to make the answers anonymous.

Notifications

Field	Description
Send Email	It sends an email notification when the survey, quiz or test has been filled in. Possible options are: Never: it never sends the mail; With a score less than or equal to: the email is sent only if the total score of the survey, quiz or test is less than or equal the value entered in the “Score” field. With a score greater than or equal to: the email is sent only if the total score of the survey, quiz or test is more than or equal the value entered in the “Score” field. Always: sends always the mail regardless of the score obtained.
Score	Defines the value of the survey, quiz or test score that effects the sending of the email according to what you have chosen in the “Send Email” field. The field is visible only if you have selected the “With score less than or equal to” option in “Send Email”.
Email Address	Email addresses, separated by comma, that will receive notifications. If not specified, notifications will be sent to an email address which has been defined in the manager, reseller or system.

Notifications to Users

Field	Description
Send Email	It sends a thank you email to the user that has filled out the survey, quiz or test. Sending of the email is subject to the required email address during user registration. Possible options are: Never: it never sends the email; Yes: always sends the email; Yes, delayed: sends always an email with a delay of a number of days defined in the field “Days of Delay”; Yes, with score greater than or equal to: it sends the mail only if the total score of the survey, quiz or test is grater than or equal to the value entered in the field “With a score greater than or equal to”. Yes, delayed with a score greater than or equal to: it sends the email with a delay of a number of days defined in the field “Days of Delay” and only if the total score of the survey, quiz or test is greater than or equal to the value entered in the field “With a score greater than or equal to”.
Days of Delay	Defines the number of days that must pass before the system sends the email for the filling of the survey. This field is visible only if on “Send email” you have selected “Yes, delayed” or “Yes, delayed with a score greater than or equal to”.
With a score greater than or equal to	Send emails only for surveys, quiz or test with score greater than or equal to the entered value. This field is visible only if you have selected “Yes, delayed” or “Yes, delayed with a score greater than or equal to” on “Send Email” field.
Email Subject	Subject of the email to be sent to users thanking for filling in the survey, quiz or test. If this field is not entered, the subject will be the default one defined in the General Options. In the text you can use the variables: %UserName% (access username). %FirstName% (access user’s first name). %LastName% (access user’s last name). %CompanyName% (user’s company name). %RoomOrSite% (room or pitch number). %EMailAddress% (user’s email address). The field is visible only if you have not selected “Never” in “Send Email” field.
Thank you Email	Email for the survey filling. If not entered, the email will be the default one defined in the General Options. In the text you can use the variable: %UserName% (access username). %FirstName% (access user’s first name). %LastName% (access user’s last name). %CompanyName% (user’s company name). %RoomOrSite% (room or pitch number). %EMailAddress% (user’s email address). The field is visible only if you have not selected “Never” in “Send Email” field.

Images

Field	Description
Header image	The image displayed at the top. The image dimension must be 600px x 200px.
Background image	Background image of the survey.

Questions and Answers

Data

In surveys, you have the possibility to specify any number of questions. To add a question, you have to click the “Add question” button that creates a new row in the list where you can enter the features and data of the questions.

If you want to modify a question, please follow these steps:

Click the question in order to select and expand the row;
Change the available fields.

To delete a question, please follow these steps:

Open the row of the question by clicking with the mouse;
On the right side of the row, the image will appear;
Click the trash;
You will be required to confirm erasing;
Click Yes.

To change the order of questions, please follow these steps:

Click on the question you want to move with the left mouse button and hold it down;
Drag the question to the desired position;
Release the left mouse button.

The type of questions that can be inserted are as follows:

Question type	Description
Multiple choice answer	Multiple choice questions that user can select. User may choose more than one answer, depending on the minimum and maximum values you have entered.
Note	Descriptive question of note type on a multi-line field.
Number	Requires to enter a number.
Option	Question at option. The user can choose only one option among the available ones.
Rating scales	Displays five stars where the user can select values from one to five to express his satisfaction level.
Text	Descriptive question on single line text field.

Field	Description
Question	Test of the question.
Description of the question	Detailed description of the question.
Mandatory	Mandatory field. If enabled, the user will be forced to enter it.
Question Type	Allows to choose the type of question to submit to the user.
Enabled Users	Users enabled to fill in the question. This field is available only if you are editing a survey, quiz or test for a domain. If there are no questions enabled for the user, the survey will not be proposed. The proposal to fill in the question, will be asked only to a specific list of users. If no user is specified, the question will be displayed to all users. It is useful to companies who need to fill in surveys targeted to the staff. For performance and memory issues, only the first two hundred users in the domain are loaded.

Depending on the type of question, specific data are requested.

“Multiple choice answer”-type questions:

Field	Description
Minimum number of options	Minimum number of options that the user must choose.
Maximum number of options	Maximum number of options that the user must choose.
Answers	Allows you to manage the possible answers to each question. Using the “Add Answer” button, you can include an answer with the following details: Image for the answer; Text of the answer that users will see and choose from; Value of the answer. The value is used to calculate the total score for the survey, quiz or test. Response Tag. Used to classify users for targeted advertising campaigns. To reorder the order of questions, please follow these steps: Click on the question you want to move with the left mouse button and hold it down; Drag the question to the desired position; Release the left mouse button.

“Note”-type questions:

Field	Description
Minimum number of characters	Minimum number of characters that the user must enter.
Maximum number of characters	Maximum number of characters that the user must enter.

“Number”-type questions:

Field	Description
Minimum value	Minimum value that the user must enter.
Maximum value	Maximum value that the user must enter.

“Option”-type questions:

Field

Description

Answers

Allows you to manage the possible answers to the question.

Using the “add answer” button, you can add an answer that can deal with the following fields:

Image for the answer;
Text of the answer that users will see and choose from;
Value of the answer. The value is used to calculate the total score for the survey, quiz or test.

To reorder the questions, please follow these steps:

Click and hold the left mouse button on the answer you wish to move;
Drag the answer to the desired position;
Release the left mouse button to drop the answer in its new place.

“Rating scale”-type questions:

Field	Description
Minimum value	Minimum value of rating It is used to calculate the total score of the survey, quiz or test.
Maximum value	Maximum value of rating It is used to calculate the total score of the survey, quiz or test.

“Text”-type questions:

Field	Description
Minimum number of characters	Minimum number of characters that the user must enter.
Maximum number of characters	Maximum number of characters that the user must enter.

Options

Field	Description
Score	Maximum score calculated from survey, quiz or test questions.
Notes for the survey, quiz or test	Notes for the survey.
Suspend	If enabled, it suspends the survey, and it no longer appears to users.