The minimum requirements for the correct use of IdSurvey are: An Internet connection A common Windows or OSX browser. We recommend using the latest version of your preferred browser. Web-browsers supported Mozilla Firefox Google Chrome Apple Safari Internet Explorer Microsoft Edge Each browser can be downloaded for free. Older versions are still supported but not recommended...
Browser All standard internet browsers for Windows and OSX are supported: Chrome, Firefox, Safari, Edge, and Explorer. Internet connection According to the number of concurrent CATI stations connected. For example, for 10 CATI interviewers working at the same time we recommend a standard DSL connection of at least 7Mb for download and 1Mb upload.
When downloading the survey into the CAPI app the interviewer can display following error message “An error occurred during operation“. Why is this error displayed? The mobile device is not connected to an internet connection The internet connection is not good enough to download the survey The url is not correct Survey number inserted is not correct...
The IdSurvey App allows you to collect data without the need of an internet connection. IdSurvey for mobile devices is also extremely easy to use. You can add multiple CAPI interviewers profiles in the same device, in order for them to work with the same device in different moments. Step 1 Proceed as it was...
It may happen that after change of time (Winter Time/Daylight Savings Time) your CATI appointments show up an hour late/in advance. To each contact is assigned an UTC that can be specified in “UTC” column during the import of the contacts. For all the CATI surveys that started before Winter or Daylight Savings time began, you...
The IdSurvey CAPI App is available for iPhone, iPad, and Android devices. You can download it right away by clicking the dedicated button: Minimum requirements iPhone and iPad with iOS 11 or later.Android devices 5.1 (Lollipop) or later.
With IdSurvey, you can create questionnaires that can be displayed in multiple languages thanks to a multilingual CAWI interface, which automatically supports 18 languages based on the respondent’s browser language settings. All system interface elements – such as buttons, labels, and default messages – will be automatically shown in the browser’s language, if it is...
If your CAWI survey is authenticated (either with username and password or univocal link), you can review or print the interview of a respondent by simply using the same link you sent out for the invitation. Instructions Once the interview is completed, you have to access the same interview (either with a univocal link or credentials). A...
From the “Quotas management” section you can re-open a completed quota (indicated by the green tick) in any moment and increase the number of contacts required. Instructions Go to the “Quotas Management” page of the survey menu. To open a single quota click on the pen icon and change number of required interviews. To open more quotas together click...
Sometimes the following error message is displayed when the interviewer enters the CATI interface: “Warning! Contacts to call with current settings are over. Edit filters or contact the administrator.” Why is this error displayed? These are the possible reasons why you get the error message: Reason Solution No contacts were uploaded in the “Contacts Management” section Go to...
With IdSurvey you can re-open a completed interview to correct the answers of some questions. The restored interview will resume from the final screen, from which you can return to any previous question. Once the correction has been made, you can save the interview again and it will be marked again as a closed and...
In CAWI surveys you can set a button (displayed on top right of the CAWI interface) that allows the respondent to see a recap of all the previous answers and edit them if needed. You can decide whether to show or hide this button according to the survey you are currently managing. The option “Show...
With IdSurvey you can edit one or more contact database field(s) after having uploaded the contacts list into the “Contacts Management” page. Using the “Update from file” function you can update contacts information by uploading an Excel file containing the contact IDs and the fields to update. Step 1 First of all, to update contacts...
With IdSurvey you can create anonymous or authenticated CAWI surveys. Anonymous CAWI are those with one generic link (same for all respondents) where you won’t be able to associate the link of the survey to a specific person. Authenticated CAWI are those with several univocal links, one for each respondent. With univocal links you will be able to...
IdSurvey App allows you to collect data without the need of an internet connection. However in order to download a new survey on the device, you temporarily need a WiFi or mobile network connection. Step 1 Download the IdSurvey free app from the store on your device. Open the app and touch “New work” or,...
In the CAPI app you are able to stop an interview and resume it later on. At any moment, you can click the “Stop” button on top left and then select “Suspend” to stop the questionnaire. Step 1 In the main survey menu, touch the “Contacts” button on top right. Step 2 Touch the gearwheel button on top...
In any moment of the interview the CAPI interviewer can check and edit previous answers. Step 1 Touch the “Recap” button on top right and then “Questionnaire”. Scroll down the window and select the page containing the answer you want to correct, then touch the “View” button. Step 2 IdSurvey will show the entire page...
With IdSurvey you can assign specific contacts to specific interviewers using the “Filter Builder” function in the “Interviewers” page. Step 1 Go to the “Interviewers” section, select and open the interviewer profile that you want to set filters for. On the top left of the screen, click on “Set Interviewers Filters”. The “Surveys with filters” window...
With IdSurvey you can complete CAPI interviews setting anonymous or authenticated distribution. In case of authenticated distribution you need to upload a contacts list from the Admin interface in “Contacts Management” page before starting with the survey. It is possible to assign CAPI contacts to specific interviewers associated with the survey, so that each interviewer can...
From the CAPI settings tab you can enable the anonymous distribution of the questionnaire in order to collect data with no need to upload any contacts list. By activating the anonymous distribution function on top right of the CAPI settings page, the CAPI App will automatically generate a new contact any time that an interview is started.
Administrators can access the interview of a specific contact directly from the “Contacts Management” page. For quick access to the interviews click on the “Actions” menu of the desired contact, click on “Open with…” and choose the interface to open the interview (CAWI or CATI). Alternatively, you can copy the unique CAWI link to access...
Compared to previous versions, where call outcomes were assigned to the contact itself, in IdSurveythe outcomes are managed separately for each number of the contact. For example, when the interviewer selects the “Incorrect Number” outcome, IdSurvey assigns the outcome to the number that was actually used for calling, leaving the other existing numbers of the...
IdSurvey offers the possibility to create email campaigns to send invitations to CAWI surveys and to reach with this tool a higher level of participation in a smart and quick way. Same as for SMS campaigns, you can choose to create “Standard” email campaigns or “Smart” email campaigns, according to the requirements of each project....
IdSurvey offers the possibility to create SMS campaigns to send invitations to CAWI surveys and to reach with this tool a higher level of participation in a smart and quick way. Same as for email campaigns, you can choose to create “Standard” SMS campaigns or “Smart” SMS campaigns, according to the requirements of each project....
In order to start a CAWI interview, the respondents will have to click on a link that can be a generic link (for anonymous distribution surveys) or univocal (for authenticated surveys). Premises By activating anonymous distribution, IdSurvey will automatically create a new contact for each access through the generic link. You can generally make use...
The contacts list (also called contacts DB) is the list of all the respondents and potential respondents to the survey. You can import a contacts list by uploading a file in Excel format. Each row represents a contact and each column is a contact field. You don’t have to revise the column headers of your...
If you are working with external tools, such as panels or CRM, it could be useful to create (or update) contacts complete with values defined in the URL to access the questionnaire (Survey link). In order to populate a contact field from URL, you will have to add the following string to the generic link...
As for the email campaigns, once you start an SMS campaign the software will automatically assign an outcome to each contact to whom the invitation was sent. Outcomes can be permanent or temporary. When a temporary outcome is assigned, the server will automatically proceed with a new attempt. Each status change will be saved in...
You can monitor the progress of an ongoing or complete SMS campaign from the SMS Sender by clicking on the “Settings” icon and selecting the option “Statistics”. The window shows the statistics separated in multiple grids, one for the first invitation and the others for each remainder that was set in the campaign. Each statistics...
You can monitor the progress of an ongoing or complete email campaign from the Email Sender by clicking on the “Settings” icon and selecting the option “Statistics”. The window shows the statistics separated in multiple grids, one for the first invitation and the others for each remainder that was set in the campaign. Each statistics...
When you start an email campaign, the software will automatically assign an outcome for each contact to whom the invitation was sent. Outcomes can be permanent or temporary. When a temporary outcome is assigned, the server will automatically proceed with a new attempt. Each status change will be saved in the contact. You can monitor...
In order to work with a panel you need to set up the survey to allow the automatic creation of the contacts from URL, by saving the identification that will be necessary for the univocal correspondence between interview and respondent. The panel provider will set his own platform with the link of the survey (taken...
Account reputation Email Sender adopts a reputation system for each account. This feature is used to prevent an improper use of the Email Sender that could damage the reputation of the entire IdSurvey mailing server. Every account is characterized by its own reputation and quota by hour. You can monitor the details of each account...
By using the feature “Update field” you can edit a value of a contact’s field for all contacts selected. Step 1 From the “Contacts management” page select all the contacts that you want to edit or use “Select all” in the gear menu. Step 2 Click on the gear button and then on “Update field”....
IdSurvey 8 presents the QrCode links to easily test questionnaires on mobile devices. Thanks to QrCode you don’t have to digit the link on the device nor share it via mail (or other solution) or fill in the CAPI interviewer’s credentials. To open the questionnaire you have to frame the QrCode with your camera and...
IdSurvey 8 introduces keyboard shortcuts for the CATI interface and a sophisticated keyboard input system for answering questions without using a mouse. Using the keyboard optimizes interviewers’ productivity by reducing input time and simplifying response compilation. Using keyboard commands, you can initiate the call, start the interview, select outcomes, and answer any question on the...
With IdSurveyyou can add new customized contact fields (that we will call “Custom Fields”) besides standard fields that are already in the software. You can use and manage custom fields just as you do with the standard fields of IdSurvey: you can set quotas, display conditions, filters, TextPiping, etc. You can also use them as...
If IdTalk and IdSurvey 8.9.0 or later are used, CATI interviewers can use the built-in softphone of IdSurvey to make phone calls with no external software. IdSurvey’s built-in softphone requires no configuration or settings on routers and firewalls. To use the built-in softphone, the interviewer must activate the preference from their user menu. At this...
Predictive dialing eliminates time spent searching for available contacts, doubling productivity. IdTalk will make the calls in the background and connect the respondents to the first interviewer available. The call detection filters out unsuccessful calls, ensuring only successful ones are transferred to interviewers. Start working with predictive dialing Log in to the CATI interface as...
Thanks to the mixed mode, IdSurvey allows telephone agents to send an email from the CATI interface containing a link to respond to the survey via web (CAWI methodology). By setting up the email within the administration interface, the telephone interviewer will find the “Send Email” option on the “Pause” button. By clicking this button,...
Thanks to the mixed mode, IdSurvey allows telephone agents to send a SMS from the CATI interface containing a link to respond to the survey via web (CAWI methodology). By setting up the message within the administration interface, the telephone interviewer will find the “Send SMS” option on the “Pause” button. By clicking this button,...