Web survey software, online survey software ,survey tool, create survey, internet survey

What is your question regarding?
Getting Started
Building a Form from Scratch
Creating a Field
Defining Rules
Making the Form available to users
Viewing Form Reports
Exporting Data
Managing Users

Getting Started:

• How do I register and log in?

  To get started, select 'Registration'. After you have completed this process, enter your e-mail address and password in the two fields that are provided. Click 'Login' to proceed.
  
  

• How do I get started creating a new Form?

  You have two options - you can create a Form using the 'Form Builder' to construct your own Form from scratch. Or you may choose to use a Predefined Template, which you can then customize to fit your needs.
  
  To use the 'Form Builder', select 'New Form' from the options in the left column. You may also choose to use the 'Form Wizard', which is a simplified step-by-step process to creating a new Form.
  
  

• How do I start a new Form using a Template?

  To use a pre-constructed Template as a basis for your Form, click the 'Template Forms' tab in the left column. You will see all the available User Templates (which are templates that you can create), and all the available ioXphere templates.
  
  Locate the template you wish to use, and click on it. You will see two options appear - 'Manage' and 'Preview'. Click the 'Manage' option. This Template will be selected.
  
  The final step is to make a copy of this Template for your use. Click on the 'Copy to Form' button at the top of the screen. This will make a copy of this Template for you to use. After you make the copy, the new Form automatically is opened. You may change the name of the Form
  

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Building a Form:

• How do I define the Form Category? What does this do?

  The Form Category tells ioXphere what type of form this is. Possible options include a Survey, a Poll, or a user-defined category. To select a type of category, use the pull-down menu 'Form Category', located in the 'Settings' area of the Form.
  
  

• How do I make my Form so only I or somebody with high authorization can see it?

  You would choose the 'Private Form' option.
  
  

• How do I delete a Form?

  Click on 'Forms' at the top of the page. In the left column, select the Form you wish to delete. Choose the 'Manage' option. Click the 'Delete' button at the top of the page.
  
  

• How do I set the page that the user sees when the Form is submitted?

  In the 'Edit' area of the Form, look for the option 'On Submit go to:'. If you want the user to be redirected to a particular web site, select 'http' or 'https' (for a secure connection) from the drop-down list. In the text field provided, type the address.
  
  For example, if a user was to be redirected to http://www.xorbix.com when the Form has been submitted, you would select 'http', and you would type in 'www.xorbix.com'.
  
  If the 'Last Page' option is selected, ioXphere will direct users to the last page (as defined in the 'Page List'). You will want to create a 'Thank You' page (this page will contain no submit button, it is simply a confirmation that the form was submitted).
  
  

• How do I create a new page?

  Click the 'New Page' button. You may then select a page name, and enter any text you wish to appear on the page. Your next step would be to add fields to this page. See the FAQ on stylized text.
  
  

• What is the 'Page Name' used for?

  The page name is used within ioXphere to identify the separate pages that you create. If you use a tabbed style Form, these page names will appear on the page tabs.
  
  

• How do I add question fields to a page?

  Once you have created a new page, you are ready to add field elements. If the page you wish to add fields to is not selected, click on it in the left column. Choose the 'Field List' option. Click the 'New Field' button. You are now able to enter the details for this field.
  
  You may also add a field(s) from your library items.
  
  

• How do I modify the colors of the page background, field label, and field options? How do I change fonts?

  To modify colors for the Form, access the 'Settings' option for you're the desired form.
  
  The color options for the Form are located in the 'Colors' tab. The background and foreground colors define the color scheme of each page within the Form. The Field background color and Field foreground color define the background and text color of the Field question text, while the Choice background color and Choice foreground color define the color and text color of the actual choice options.
  
  Also see the FAQ topic on Themes.
  
  

• Can I limit the number of times a visitor uses a form?

  Yes. By selecting the 'Block Multiple Ips' option, you can make sure that users do not submit the form more than once per day.
  
  

• Can I include stylized text, such as boldface type or different fonts?

  Any text that appears within the Form can be stylized using HTML text. If you click on the 'Edit' button that is next to the text fields, you will be able to use an HTML editor to change colors, select fonts and more.
  
  

• Can I encrypt user data?

  The 'Security' tab contains options that allow you to encrypt responses, use SSL, and provide an encryption key.
  
  

• May I incorporate my own images for the various buttons (like "Next" and "Previous")?

  You may use custom images for the various buttons (like 'Next' and 'Previous'), as well as for the background image. The 'Images' tab contains these options.
  
  Press the 'Delete' button to take the image out and restore the default.
  
  

• How do I use a logo for my Form?

  Within the 'Settings' tab, look for the 'Logo' option. Click on the 'Edit' button. The 'Select Image' box appears, allowing you to choose an image to use. To make a new image available, click the 'New' button, which will allow you to upload an image from your computer.
  
  

• What is the difference between tab-style and standard-style forms?

  You may select two styles of Forms, Tabbed or Standard. The Tabbed style formats the various Form pages in a way that allows the user to jump to different pages while Standard follows the sequence of pages. A list of the tabs representing each page appears at the top.
  
  

• How can I use a color Theme?

  Themes are collections of color settings that you can apply to your Form. There are a number of Themes you can select from, as well as create your own. Click the 'Themes' button to view the 'Theme Manager'. Here you can preview the various themes.
  
  When you find one that you wish to use, press the 'Apply' button. The color scheme will be applied to your Form.
  
  Note: Once a Theme is applied and saved, there is no way of returning to the old scheme.

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Creating a Field:

• How do I specify what type of field I want (Option buttons, text field, etc.)?

  After creating a new Field (or accessing an existing Field), look for the 'Field Type' option in the 'Field' tab.
  
  

• I have a field that contains multiple options, yet I would like to allow the user to enter a custom 'Other' option. How do I do this?

  Select the 'Use 'Other' Text box' option. This will present the user with a text field where they can enter their response.
  
  

• How do I specify response options for a field?

  The 'Response' tab allows you to define the various responses for a field. Use the 'Number of responses' drop-down menu to define the number of responses that are available. The 'Default response number' option tells ioXphere which option you wish to have set as the default. There is a limit of 200 responses.
  
  Value: The value of the response. Used for reports and exports to signify the response.
  
  Label: The label seen on the form.
  
  Note: If Label and Value are desired to be the same, enter the text in Value, and the Labels will be filled in automatically.
  
  

• Can I show more than four response/matrix fields?

  Yes - use the 'Number of responses' drop-down menu to define the number of responses you wish to have available.
  
  

• How do I set a default response for a field?

  The 'Default response number' option tells ioXphere which option you wish to have set as the default
  
  

• How do I adjust the page layout of field options?

  The 'Options' tab allows you to change the layout of the field options, including the widths of the option label and fields, as well as the horizontal alignment of the elements. Experiment with these settings!
  
  Note: Values for widths are in pixels.
  
  

• What is a Matrix?

  A Matrix allows an item to have multiple 'given' responses (See Example)
  
  

  Spoon Fork Knife Chopsticks Spaghetti   •   • Chicken • • • • Pork • • • • Steak   • •   Gravy •

• How can I use a Matrix to allow users to rank options?

  The 'Matrix' tab allows you to use the response options you specify in a Matrix. The options are as follows:
  
  Number of Matrix Fields - Choose number of matrix fields desired (a scale of 1-10 would be 10 matrix fields).
  
  Unique Responses - Check if each matrix field can be chosen only once.
  
  Name - Categories listed under label with responses in matrix format (this is for user identification only, and does not appear on form).
  
  Label - Type in Label/ Question (Appears to survey taker)
  
  

• What are Pipes?

  A pipe takes a value from a previous field and inserts it into another field label. The value must be from a field on a previous page. Ioxphere allows for three pipes per field.
  
  

• How do I use pipes to generate custom field questions?

  The 'Pipes' tab allows you to set as many as three pipes. In the 'Replace this word' field, enter the text that you wish to have replaced. Select the field value from the 'with response from' drop-down list. For example:
  
  If you have a field named 'Name' that asks for a user's name, you can use this value to personalize questions. For example, if you wanted to ask the person their age, you would first create the 'Age' field. The Field label would be "Name, what is your age?" (notice the word 'Name' appears where their person's name would be).
  
  In the 'Pipes' tab, type 'Name' in the first 'Replace this word' field. From the drop-down list of field names, select the 'Name' field.
  
  If a user named 'Joe' would complete this form, ioXphere would ask him the age question like this - "Joe, what is your age?". Notice that the word 'Name' is replaced by 'Joe'
  
  

• Can I select a custom font?

  The 'Fonts' tab allows you to define a font style for this field.
  
  

• How do I change colors of field elements?

  If you wish to set color options for specific field elements, use the 'Color' tab to define these. Keep in mind that you can set Form-wide color options in the 'Settings' area of the Form. You may also apply a color Theme to the entire Form.
  
  Note: Internet Explorer can not validate 'cornflower' and 'fuschia' as valid colors.
  
  

• What is the 'Help' tab for?

  The 'Help' tab allows you to specify help text that would appear near this field. Enter the help text describing this field. The user will see a 'Help' button next to the field, and when the button is clicked, the help text will appear.
  

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Defining Rules:

• How do I use Rules to create a Form that changes questions based on the input of the user?

  If your Form has fields that should only be presented if the user responds to a previous field in a certain way, you would want to create a Rule. For example, if the user responds to a field asking for their geographical location, you could present users who select 'Chicago' with a field asking specific questions. All other users would not see this field, as it does not apply to them.
  
  Rules can be set up by using the 'Rule List' option in the left column. To create a new Rule, press the 'New Rule' button. The 'Form Rules' box appears, allowing you to define your new rule.
  
  

• What does the 'On submit branch to' option do?

  When the Form is submitted (after all the fields have been answered by the user), the Form will 'branch' to this location.
  
  

• What does the 'On next branch to' option do?

  The Form will branch to this location when the user presses 'Next'.
  
  

• How do I send an email alert?

  If a user responds to a field in a particular way, you may wish to receive an e-mail alert about it. Look for the 'Send email alert' option, and press the 'Add' button. You may add e-mail addresses to this field by selecting users from the list that appears.
  
  

• How do I use rules to disable certain fields?

  If the purpose of your rule is to prevent certain fields from appearing, you can select the fields that you do not wish to have appear. In the 'Field Handling' box, select the fields that you do not wish to appear.
  
  

• How do I use rules to make certain fields optional or required?

  Use the same method described above (to disable fields), but select the fields that you wish to make optional or required.
  
  

• When using Rules, how do I direct a user to the end of the survey, so that they may submit it?

  To direct a user to the end of the survey, create a rule that branches to your final page.
  
  Note: Make sure the final page is not a 'Thank You' page, but actually the final question of the form.

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Making the Form available to users:

• I have completed my Form. How do I make it available to users?

  Click on the 'Forms' link at the top of the screen. In the left column, locate the Form you wish to make available. Select the 'Manage' option. Click the 'Activate' button. The 'Activate Form' box appears. Select an 'Expiration Date' if you wish. Press the 'OK' button.
  
  The icon on the side will change (lightning) to indicate the Form is active.
  
  

• How do I define the Expiration Date of the Form?

  When a form is activated, you can define the Expiration date of the Form in the 'Activate Form' box that appears.
  
  

• How do I use the Form on my web site?

  Press the 'Publish' button. A box appears, providing you with either the HTTP link to the survey, which you can use in a frameset or as a link on your site, or with JavaScript code that allows you to 'embed' the survey within your page. 'Copy and Paste' this text into the appropriate place within your site.
  
  

• How do I make a Form unavailable to users?

  You may deactivate a form by pressing the 'Deactivate' button. The Form automatically deactivates after the expiration date.
  

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Viewing Form Reports:

• How do I know how many people have filled out my Form?

  When you access the 'Manage' section of your Form, you can see a running 'Times Used' count at the top of your screen.
  
  

• How do I make my Report so only I or somebody with high authorization can see it?

  You would choose the 'Private Report' option.
  
  

• How do I create a Report containing Form results?

  Click on the 'Reports' link at the top of the screen. In the left column, locate and select the Form for which you wish to see Reports. There are two pre-built reports - the 'Default Summary Report' and 'Default Detail Report', which can be accessed.
  
  To make a custom report, which can include any fields you wish, and can display results in a variety of graphical formats, click on the 'New Report' option.
  
  

• How do I select the type of graphs to appear in my Report?

  You may select from a variety of graph types. These options are located in the 'Select Fields' tab - look for the 'Output Type' option. From this drop-down menu, select the graph type you desire.
  
  

• How do I view results of only the Fields I want?

  In the 'Select Fields' tab, there is a list of all the fields that are to be included in the report. You may de-select any item that you do not wish to include in the report. Make sure that you press the 'Save' button when you are done with your changes.
  
  

• Can I schedule reports to run automatically?

  Reports can be scheduled to run automatically. To create a scheduled Report, click on the 'Scheduler' button, if available, or click on the calendar icon at the upper right of your screen. You will reach the 'Schedule List' page.
  
  To schedule your Report, press the 'Report' button at the top of the screen. The 'New Schedule' box appears. Use the options in this box to set your Scheduled Report. When you are complete, press the 'Add' button at the bottom.
  
  Note: If you selected that the report link be emailed, note that some email servers limit the lengths of hyperlinks. Just copy the ENTIRE link from the email to the Address bar.

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Exporting Data:

• What formats can I export my data in?

  You may export your data in XML or CSV (Comma Separated Value) format.
  
  

• How do I make my Export so only I or somebody with high authorization can see it?

  You would choose the 'Private Export' option.
  
  

• How can I view my data in a program like Microsoft Excel or Access?

  Click on 'Exports', and select the Form you wish to export data from. Select the Export that you wish to run (for example, the Default CSV Export). You are given the option of selecting a date range.
  
  To create the export, press the 'Export' button at the top of the screen. The Export will run, generating the report. Right-click, select 'Save As', and save the file to your computer, with a .csv file extension. You may use the generated report in a software program, including Microsoft Excel or Access.
  
  

• How can I create a custom data export, using only the Fields I want?

  Select the 'New Export' option in the left column, beneath the Form you wish to Export from. Enter a name for the Export in the 'Export Name' field. Select the options you desire. To limit the Export to certain fields, click the 'Select Fields' tab. You will see a listing of all the fields in the Form. De-select fields that you do not wish to include in the Export.
  
  When you have your Export options set, click the 'Save' button at the top of the screen. This export is now available for use.
  
  

• Can I schedule exports to run automatically?

  Exports can be scheduled to run automatically. To create a scheduled Export, click on the 'Scheduler' button, if available, or click on the calendar icon at the upper right of your screen. You will reach the 'Schedule List' page.
  
  To schedule your Export, press the 'Export' button at the top of the screen. The 'New Schedule' box appears. Use the options in this box to set your Scheduled Export. When you are complete, press the 'Add' button at the bottom.
  
  Your Export will now be scheduled based on the options you specified.
  
  

• Can I have an export automatically e-mailed?

  Yes - make sure that the 'Download Method' is set to 'Email'. Be sure to include the appropriate Email options in the area provided.
  
  

• Can I have an export automatically uploaded to an FTP site?

  Yes - set the 'Download Method' option to 'FTP'. Be sure to include the appropriate FTP options in the area provided.

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Managing Users:

• How do I add a user who can manage my Ioxphere forms?

  Click on 'Users' at the top of the screen. This section contains all the tools to allow you to add and modify ioXphere users. To add a new user, press the 'New User' button. Go through the 'User', 'Rights' and 'Email List' tabs, filling in the appropriate information. When you have entered the user's information, press the 'Save' button to add this user.
  

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