This document lists the necessary steps to create and configure a survey. Once you complete these steps, you can run your survey. There are five core steps. Some steps (e.g., specify quotas) require other steps to be completed first (e.g., design a questionnaire).
The steps include:
Select a questionnaire
Upload your respondents' list
Select mode and channels
Set up a schedule
Set up cutoff rules
1. Select a Questionnaire
Select an existing questionnaire. If no questionnaires exist or you need to create a new one, select “New Questionnaire”.
To create a new questionnaire:
Select the type of modes you wish to support in the questionnaire (e.g., Short Message Service, Interactive Voice Response).
For each step: Enter question text, response options, variable label.
Upload audio files.
Configure and check skip logic in the tool.
[For advanced users only] Check the “run a comparison” box to use two questionnaires in the same survey.
Test questionnaire via SMS and phone call by deploying a test survey and filling out the survey.
2. Select Mode and Channel
Select a survey mode: SMS or IVR and whether you want a fallback mode.
Select a channel for each mode that you have selected.
If no channels are available, see [here - link] for more information on setting up channels.
[For advanced users only] Check the “run a comparison” box to use two modes at the same time.
3. Upload Your Respondents List
Before you upload, check your sample file:
Create separate files for each mobile network operator.
Upload a list of phone numbers.
Assign channels to each file.
4. Set up a Schedule
Select days of the week (e.g., Monday - Sunday).
Select desired time zone.
Specify the time range each day that surveys will go out (e.g., 5 pm to 8 pm).
Indicate the number of re-contact attempts and the time intervals between each attempt for each mode that you select (see Figure 1).
Figure 1. Phone Re-Contact Attempts
5. Set up Cutoff Rules
Enter the cutoff rules: (1) number of successful interviews, (2) quotas for completes per question (e.g., gender, age group).
Specify whether you want the survey to stop after all or some of the rules are reached.
If quotas are selected:
Specify the variables (e.g., age) that define the quotas.
Specify the categories (e.g., 18-34, 35-49, 50 and over) for each variable.
Enter the number of completes for each quota group.
- Guideline: Cutoff Rules