This page is currently being restructured and updated for Survey v5.8+.
The Survey Properties control all aspects of the project and is broken up into six tabs:
- Main Survey Properties - Basic survey information, device support, access methods, and logic behavior.
- Web Settings - Web-specific settings such as DOCTYPE, custom HTML headers, and form button controls.
- Mobile Settings - Button and input placeholder text. As of Survey v5.8+, mobile themes are controlled in the Themes Manager.
- Default Error Texts - Customize common errors displayed in all modes.
- Viewprotect™ - Allows you to render translucent copy protection watermarks over images uploaded via the File Manager.
- External Services - Enable third party service integration for TrueSample or Facebook.
1: Main Survey Properties
Main Survey Properties, 5.5.7 and 5.7
- Survey Name and Job Code - Survey name identifies surveys and survey data when in use. Job code is an additional identifier typically used for billing or client information. Both codes are fully searchable in the survey selection screen and are not visible to your respondents.
- Session Length - Session length allows you to control the maximum length of a session in minutes before it is no longer usable. For example, setting the length for 1440 minutes (24*60) would enforce a 24 hour limit on a daily diary survey. The default value of 0 disables this feature. This value does not work in Profile Mode.
- Limit the Number of Completed Interviews Per Respondent - Controls the number of times a unique respondent may take the survey. The default is 0, which disables the limit.
1.1: Device Support
- Device Support and Enforce Markup/Terminate Unsupported Devices - Device support allows you to specify which device modes are supported by your survey. In Survey 5.7 and below, there are three modes available: web, mobile and feature phone (WML). As of Survey 5.8+, WML is no longer supported. When detected, desktop and laptop browsers will display the 'web' mode, while smartphones and tablets receive the 'mobile' version of the study. This setting does not enforce or limit entry by device - you must use the Enforce Markup (5.7 and below) or Terminate Unsupported Devices (5.8+) setting to limit device access. If set to Yes, respondents on an unselected device will be profiled.
- Survey 5.5.7 and 5.7: There are four device options available - Desktop / Laptop (web mode), Smart Phone (mobile mode), Tablet (mobile mode) and Feature Phone (WML).
Important: selecting Mobile, Tablet, and especially Feature Phone will limit the available questions in Survey Editor to supported types only.
- Survey 5.8+: There are two device options available - Desktop / Laptop Computers and Mobile and Tablet Devices. Note that WML/Feature Phone support has been discontinued in Kinesis Survey 5.8+.
1.2: Survey & Syntax Behavior
- Force Secure Connection Over SSL - Requires the use of the HTTPS (Secure Socket Layer) protocol for all survey invitations and redirects respondents to a secure link if they attempt to use a non-secure URL. A secure connection encrypts all data transfers within the survey, and is sometimes required for studies that request sensitive information. This option is disabled by default.
- See the Survey FAQ Section entry SSL and Virtual Domains for additional information on SSL.
- Display Welcome Page - Displays a welcome template, which can be edited in Info Page Manager.
- Survey Mode - The survey mode controls how the data is collected. Choose Survey Mode if respondents have a limited number of sessions or if respondents need to be able to take the survey more than once. Choose the Profile Mode if you wish the respondent to always see their previous answers and be able to review them as the survey progresses. This mode is particularly handy for panel profiling surveys where periodic panelist profile updates are needed.
- Note: Special care in the survey design is needed when the survey is run in the profile mode. For example, Session Length and Limit Completed Interviews cannot be used with Profile Mode.
- Enable Restart Button - Adds a Restart button which appears at the end of your survey. Disabled by default.
- Enable Anytime Restart Button - Adds a button which allows the respondent to restart at any point in the survey. This option requires that you place an %ANYTIMERESTART% placeholder in the survey theme to position the button. Disabled by default.
- Enable Back Button - Adds a Back button to your survey. Respondents can review and re-answer previous questions. This must be enabled to allow respondents to review or go back within a survey - the respondent's browser navigation buttons will NOT allow them to do this.
- When Backing Automatically Delete Old Answers - If the back button is enabled and a respondent progresses backward in their survey, by default we remove all prior data entered, as it is possible the logic branch will change and previously asked questions will no longer be displayed. Disable this if you wish to keep the data, but keep in mind this will lead to data for questions where conditional requirements may no longer be met.
- When Skipping Questions Automatically Delete Old Answers - Automatically deletes stored responses from the database if the respondent skips a datapoint in the survey. If disabled, this will lead to data for questions where conditional requirements may no longer be met.
- Google Analytics ID (Requires a Google Analytics account) - Enables Google Analytics. Enter your Web Property ID (UA-XXXXXX-X) in this field. You will need a unique Web Property ID for each project being tracked. For more information on creating a Web Property ID, please visit the Google Analytics Help Center.
- Warn when Empty Answers are Submitted - Allows the programmer to prompt users when a question is left blank, but does not require a response. The alert text can be customized in the Default Error Texts tab.
- Progress Bar - Enables a progress bar that is calculated based upon overall number of datapoints in your survey. The progress bar requires a %PROGRESSBAR% substitution variable in your theme, placed where you'd like the bar to appear. See Theme Manager for additional details.
Note, the Progress Bar feature has changed in Survey 5.8 and now uses CSS formatting. You can edit the look and feel of the progress bar in the Theme manager. Click on the CSS button of your theme and edit the ".progressbarbox" class.
1.3: Resume Settings
- Resume From - Controls resume behavior when a respondent returns from an unfinished survey. Options include:
- First Unsubmitted Page starts the respondent on the last page they viewed but did not submit answers for. This is the default option.
- Last Submitted Page starts the respondent on the last page they submitted during their previous session. Previous answers will be visible.
- Disable Resuming removes the ability to resume a survey from a previous location. Respondents will have to re-answer all questions to complete the survey. Note that this option, when used with a low Respondent Interview Limit, will profile any respondent who exceeds that number and make it impossible for them to finish your survey.
- Check Quotas on Resume - By default, suspended respondents who have already proceeded beyond the standard quota checks will be allowed to complete the survey. Checking quotas upon resuming will recheck the survey quotas on resume, and profile the respondent accordingly. Note that this could terminate respondents who have spent a considerable time within your survey but have not yet completed, so use caution if using for long surveys. For more information on quota controls, see the Quota Manager article.
1.4: Survey Access Settings
- Link to Kinesis Panel (requires Kinesis Panel license) - This option appears if your Kinesis Survey installation is integrated with a Kinesis Panel, and allows you to directly link your project to a panel project using the Data Integration Manager. A list of available panels will be available via dropdown menu. Warning: removing your link to a Panel Project will sever all datapoint integration between Survey and Panel datapoints. Use extreme caution when changing these settings for live projects.
- Allowed Survey Access Methods - There are six access methods available:
- Kinesis Panel (Respondent verified through Kinesis Panel™) - Respondents will be directed to the project via the Kinesis Panel and/or Community application. You must link your project to a Kinesis Panel to select this access method.
- Public - the Public access mode is generally used for placement on websites or in situations where automated capture and storage of unique identifiers is not necessary or feasible. In this instance, cookies are used to track the authentication process and control for the allowable number of responses. Note that this means that multiple individuals attempting to take the same survey from the same computer (such as household members or employees) will be unable to access the survey unless settings allow for this.
- Invitation - The Invitation mode indicates that survey respondents will be sent into the survey through an email invitation, either sent by the Kinesis system or by a third party. This mode requires either a unique identifier or email address to be passed through on the incoming URL that is stored to the database and used for validating the respondent's session. The URL parameters required are either "identifier" or "email".
- Verified - Verified mode is identical to Invitation mode, but identifiers are preloaded into the Kinesis system as an extra safety precaution, so that respondents who are familiar with url structures cannot create additional urls. This is generally an unnecessary precaution if sending invites through the Kinesis Invitation system since links are automatically sent with a hash code to prevent link tampering.
- Login - The login mode allows respondents to be sent access via userid and password (which would generally be sent in a separate email for extra security). When this mode is checked, two additional fields will become available:
- Enable Password Field - This property provides the survey programmer with the ability to require a password in addition to a userid when using Login Mode.
- Login Authentication Error - This is the default text should a respondent enter an unauthenticated password when a survey is published in login mode. The error message may be customized as desired.
- Secure Invitation - Similar to Verified mode, in that it requires identifiers to be preloaded into the Kinesis system but also requires a unique MD5 Hash Code on the incoming link. When this mode is checked, an additional field will become available for the secret hash salt used to validate incoming hash codes.
2: Web Settings
- Question Labeling - If you would like to display question labels, check yes. This may be useful temporarily when testing surveys.
- Disable Right Click - If you are testing images or concepts and would like to make it more difficult for the respondent to save the images to their computer, this setting will disable the right click-save capability.
- Check Helper - The check helper visually highlights the item that a respondent is checking/answering in order to assist respondents who may be answering rapidly or be eye-weary from smaller computer screens, etc.
- Button and Warning Text - Default text for the survey navigation buttons. These may be customized.
- Title Bar Text - Displays a title bar in the tab or browser window.
- Doc Type - Allows customizing the <!DOCTYPE > tag. If empty the default 'html PUBLIC "//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd"' will be used.
- Additional Head Contents - Allows adding scripts, style sheets and meta tags in the <head> tag of the rendered HTML. Useful for preparing content before they're shown on the page.
- File and Captcha Text - Allows customization of the text in the File Upload and Captcha question types.
3: Mobile Settings
Mobile Settings, 5.5.7 and 5.7
In Survey v5.7 and lower, Mobile Settings is the only available option for customizing your mobile HTML template. As of Survey v5.8, this is done in the Themes Manager.
- Button and Warning Text - Default messages for all mobile navigation buttons. These may be customized.
- Welcome Page Logo in WML/XHTML devices (5.7 and Lower) - In older versions of Kinesis Survey, branding your mobile survey is limited to a single logo, selected here. Users on Survey 5.8+ will not see these options, as they have been replaced by full customization options in the Themes Manager.
- Header & Footer (5.7 and Lower) - In older versions of Kinesis Survey, branding your mobile survey's header and footer HTML is limited to the content of these inputs. Users on Survey 5.8+ will not see these options, as they have been replaced by full customization options in the Themes Manager.
Allows you to enable ViewProtect®. ViewProtect® provides watermarking for ads and concepts that are displayed to respondents. The respondent's email address or other identifying data can be added to the image as an overlay, which can assist in identifying respondents who violate an NDA and release sensitive assets. ViewProtect® offers several layers of protection including authenticated image download, lock mechanism, and temporary image URLs that expire after use.