Tutorial: How to create a Survey

You can use a survey to register users, get feedback on your brand, products or services, and learn about consumer habits. To create your survey, follow the steps outlined below:

 

 

Step 1. Create the promotion

1. Access the Easypromos Control Panel and log in with your email address and password to manage and create your promotions.

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2. Create a new promotion via the green button.

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3. You will be presented with a list of the products available. Choose ‘Survey’ to create a promotion which will investigate your followers' tastes and habits.

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4. Go on to step 2, and choose the platform version which you want to use (Premium or White Label).

 

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5. Your promotion has been created! In the background, you can see the promotion management page. A pop-up window will ask for some extra information in order to help with pre-settings. If you're not interested, you can skip this step.

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6. Now you find yourself on the promotion management page, with all your promotion settings. Below we outline the most important sections:

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  1. Header. This displays the title of the promotion, the version (Premium or White Label) and other relevant information, such as the promotion ID number. The promotion status indicates whether the promotion is Draft, Active or Expired, as well as if it’s about to start. Once the promotion period has ended, this field will be marked in red saying: Status: Expired. You can choose what to show on an expired promotion page.
  2. Link to the promotion. Use this URL whenever you share the promotion. Learn more about sharing here. The copy link button automatically copies the link to make sharing even faster.
  3. Activate Promotion. When the promotion is ready to launch, click this button to activate it. You'll be taken to the activation page, where you can review billing information and make payments.
  4. Side menu. All your promotion settings in one place.
  5. View tutorial. This tutorial guides you step by step through the creation and management of your promotion.
  6. Promotion dates and time zone of your promotion.
    Languages indicates the default language of the promotion. You can change this if you wish.
    Localization allows you to limit participation to one or several countries. Learn more about country restrictions.
  7. Next steps: Practical recommendations that will guide you in the creation and management of your campaign.
Tip: The promotion ID number (#) is a unique identifier for each promotion. Quote this number if you need to contact the Easypromos support team with any issues. This will make it easier for us to review your settings and help you out.

Step 2. Create survey questions and answers

The platform comes with lots of preset features, based on the version you have chosen (Premium or White Label). First, set up the questions that you want to ask your participants. Then you can work through the advanced options to customize features of the promotion.

1. Enter the promotion 'Editor'.

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2. Go to Pages > Quiz. Create your first question by clicking on the green button.

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3. A window like the one below appears every time you create a new question. Choose the type of question that suits your aims. If you are already familiar with the Quiz Editor and want to use more complex question formats, pick "Advanced" to see all the available question types.

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When you click on the "Create" button, the question editor will open. Here you can edit the following options:

Survey_2.jpg1. Contents. This lays out your options:

  • Question text: Type the question you want to ask here.
  • Upload Media: Decide if you want to complement the question with an image or video.
  • Design: If you upload an image for the question, choose between a horizontal or vertical display.
  • Feedback message text: You can show users an informative text with the correct answer after each question. You can customize feedback messages for correct and incorrect answers.

2. Answers: Click the "New Answer" button to create as many answers as you have planned for the question:

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3. Options:

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If you have created a "Single answer" question, the participant will only be able to select one answer option:

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The platform offers several different answer formats. All formats are available in Survey promotions, since your goal is to enable users to respond with their opinion.

Closed answers

Use this if you want to offer a limited number of answers, from which participants must choose one or more.

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There are two types of closed questions:

1. Single answer: the participant can only select one answer.

Important! Always use this type of question if you are setting up a “Pick your favorite” contest with the questionnaire editor. In this way, the user will only be able select/vote for one of the options.

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2. Multiple answers: permit the participant to select more than one answer.

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Sortable answers

The participant must put the answers in order (using all the options, or just a set number of them).

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Rating answers

Rating answers are especially useful for surveys. Participants can award each option a score within a certain range.

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Note: in this type of answer, participants may decide to score all the options, or only the options which interest them.

Open answers

Permit the participant to respond to the question freely, using their own words. 

Selectable list answer

This feature is useful if you have a lot of possible answers, but you want the participant to choose just one. There are 3 different formats for presenting the answer. Select one of them when setting up this field:

  • Drop-down list
  • Autocomplete list
  • Radiobutton list

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Display answer statistics

Once the participant has registered for the promotion and finished filling in the survey, you can show them the statistics of their answers on the final page. If you’re interested in this option, use the survey editor to set it up.

 

Step 3. Enable the Summary page

The Summary page shows users a summary of their answers, just before they register their details. This screen will be presented after the last question of the survey. You can choose to allow users to repeat the questionnaire before accessing the registration form.

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Step 4. Customize the text and images for each page

Configure the text and images on each page of the promotion:

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A) Welcome

  • Change the provisional title for one that highlights the strong points of your promotion. Make this text as attractive as possible to users.
  • Format the text for the page, and upload an image to make it more dynamic.
  • Change the provisional description to something more personal. Explain how the contest works so that participants are clear about what steps they should follow. You can also customize the ‘Enter’ and ‘View entries’ buttons.

B) Entry form. 

  • Add the fields that you wish your participants to complete. You can also customize the text and screen header image. You can fill the form with all the additional fields, dropdown menus and check boxes that you want. Learn more about setting up the entry form.

Note: If you want to obtain relevant information about your services or products, but you don’t want to collect personal data, you can disable the entry form. Users will then take part anonymously, and there is no need to customize the form.

C) Thank you.

Customize the final page with an image and a thank you message. You can also create an extra button which links to an external site of your choice.

  • Use the final image to give a more personal touch to the survey. Remind participants of the giveaway prize and encourage them to share the survey with friends.
  • Thank you message. You can also thank participants and tell them when the winner will be announced.
  • Customize the name of each section and the related icon in the promotion menu. For example, you can change the default name of "Welcome" page to "Start", with an icon to match.
  • Add new sections to the promotion menu. This new section can be set up in two different ways:
    • New page, for example, to present and explain the prizes of the promotion.
    • External link, to drive traffic to your website or microsite.

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Learn how to customize the promotion menu.

Note: download the Easypromos Design Guide for recommended image measurements for each page of the promotion.

 

Step 5. Customize the design

In the Design menu, you can completely customize the look and feel of the promotion to match your brand or product.

The Design menu offers the following options:

  • Colors: Change the colors of texts and action elements (such as buttons) in the promotion.
  • Typographies: Select the font used for texts and action buttons.
  • Buttons: Set the style of the promotion buttons to outlined or solid.
  • Container: Completely customize the container by setting the style, opacity, height or position.
  • Background: Customize the background with your own image or choice of color. The background will be the same for each page of the promotion.
  • CSS Styles (White Label only): Use your own CSS styles to completely customize the template. 

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Note: Discover all the graphic possibilities offered by the Design module.

 

Step 6. Insert legal texts

In this section you can upload legal texts to display them in the promotion. Specifically you can upload the terms and conditions to explain all aspects of the promotion, contest or sweepstakes. Additionally you can also upload your privacy policy to explain how and for what purpose you will treat the data of the users that register in the promotion. In Premium and White Label promotions it's also possible to upload your own Cookies policy.

To add the terms and conditions, go to Editor > General > Legal content, where you will find the following sections:

  • Terms and conditions
  • Privacy Policy
  • Cookies Policy (only in Premium & White Label promotions)

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Note: Check here how to set up the consent of the legal texts of the promotion

 

Step 7. Configure My Networks and the promotion footer

The 'My Networks' module enables you to totally customize the screen which users see before they finalize registration. This means you can give them the option to click ‘Like’ on your Facebook Page. My Networks can be customized for Facebook pages, as well as Twitter, Instagram and Youtube accounts. Learn how to do that here.

To customize My Networks, go to Editor > General > My Networks:

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The Footer is a banner displayed at the base of each page. You can customize the Footer text, or deactivate it if it doesn’t interest you.

To enable the promotion footer, go to Editor > General > Footer where you'll see the following options:

  • "Created by" field which will allow you to customize the name of the brand or company organizing the promotion.
  • Decide what elements you want to show in the promotion foot.

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Step 8. Customize viral content

This section is very important if you want your quiz or survey to go viral. The viral content is the message which will be shown when participants share with friends or invite them to join the promotion. You can customize the share message for the different social media channels which participants use to share.

To customize the viral content, go to Editor > General > Share:

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You should complete the following sections:

A) Generic:

Set up the generic contents of the promotion here:

  • Viral image: This is the image that will accompany the shared text. To optimize for social networks, we suggest dimensions of 1200px by 630px. The same image will be shared on Facebook, Pinterest and Google+. If you don’t upload a specific image, the main promotion image will be displayed when a participant shares the promotion.
  • Generic content: This is the viral text that will be shared across social networks when participants use the share buttons on the main page, registration form, or header of the gallery of entries.

B) Recruitment.

This is the content which is displayed when participants use the share buttons on the final page of the promotion.

 

 

Step 9. Advanced settings

Check the settings in Pages > Form > Options where you can review the following options:

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Here are those options in a little more detail:

  • Max. users: Decide if you want to limit the promotion to a maximum number of participants. By default, there is no limit on participation.
  • Maximum entries per user: You can define the number of times a user can participate. For Surveys, the number of entries is set to 1 and you cannot edit it.
  • Enable premoderation: You can moderate competition entries before they appear in a public gallery. This option does not apply to Survey promotions.
  • Notification of new entrant: Enable this option if you want to receive an email whenever a new participant registers.
  • Anonymous registration: Disable this form if you do not want to collect participants' personal data. This also makes the quiz more agile. Find more information here.
  • Anti-fraud options: With the aim of helping administrators organize top-quality contests, Easypromos has developed a range of techniques and tools to help minimize bad practices. Learn more about anti-fraud tools.

Then go to Editor> Pages> Form> Social Login. From here you can enable identification with Facebook and Instagram as a way to identify users and decide if you want it to be mandatory for the user to identify with one of these two social networks to participate.

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Step 10. Set entry restrictions

The application allows you to restrict access to the promotion for certain users. Specifically, the platform offers 2 forms of restriction:

  • Restriction by country: You can limit participation to a specific country or countries. In this way, only users who connect from the selected country or countries will see the promotion. Learn how to enable country restriction here.

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Step 11. Communicate with participants via the email platform (optional)

If you need to communicate with participants during and after the promotion, you can use this feature to create, customize and send emails.

The email platform is especially useful for Survey promotions, because it permits you to set up automatic emails. You might need to send automated emails for the following purposes:

  1. Thank participants for registering.
  2. Contact giveaway winners.

Learn how to create an email with the platform to communicate with participants and increase your promotion's viral reach.

Important! The platform has the ‘smart tags’ feature at its disposal. This enables you to set up customized emails. Use the ‘smart tag’ {{user_recruiting_url}} which, upon sending the email, will be substituted for each participant's unique recruitment URL.

 

 

Step 12. Publish the winners page (optional)

Before or during your promotion, you can choose to display a page with the prizes which you are going to give away. The same page will show the winners of each prize, once there are winners.

You can decide if you want to publish the prizes page from the beginning of the promotion, or wait until you have selected the winners. To customize and publish the winners page, go to Editor > Pages > Winners.

Read the prize management tutorial to learn about your options for awarding prizes.

 

Step 13. Preview the promotion

You can preview how your design will look once the promotion is active. You'll find the Go to Preview button in the header of the editor, on the right-hand side:

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Please keep in mind that the preview is just to see what the promotion will look like. It is not a functional test. That’s why you can click through the pages without filling in your data, for example. To test the functionality of the promotion, you will have to activate it with password protection, so that you can test it privately. Learn how to do that here.

 

Step 14. Activate the promotion

Once you have customized all the details of your promotion, you can activate it from the management page. You can also view billing information and make payments from this page. Learn more here. 

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Step 15. Publish the promotion

Although your promotion is now active, you still need to take the final step: publishing it. When you created the contest, a microsite with a unique URL was generated to display the promotion. This URL is the main link to the promotion. By default, it leads to the welcome page of the microsite, but you can change this. You can also, and not exclusively, publish the promotion on a Facebook Page or embed it in your blog or website. You can control where you wish to publish the promotion via "Buzz". You’ll find all the information about this step here.

 

Step 16. Share the promotion

It's important to share the promotion on as many different channels as possible. Always use the main promotion link, as it’s uniquely compatible with all devices.

You can share the promotion via the following methods:

  • With the direct link to the promotion.
  • With the "share" button on Facebook, Twitter and Pinterest.
  • Use Facebook Ads to give more visibility to the promotion. One of the most effective ways to improve the visibility of the promotion is through the Facebook advertising service, which will allow you to create an advertisement to promote the contest and generate traffic to the promotion. To do this, you must access the Facebook advertisers page and create an advertisement to promote the contest. This tutorial will guide you step by step if it is the first time you create an ad with Facebook Ads. If you have never done an add on Facebook or are looking for a simpler way, take advantage of Easypromos' "Ads Campaign" functionality. You can promote your sweepstakes or contest on Facebook and Instagram, according to your target audience and with just three clicks. Test it! (only available for promotions created with the Premium and White Label versions).
  • Making your promotion a Featured promotion. This adds your campaign to the list of Easypromos highlighted promotions. There is an additional cost for Featuring a promotion, calculated per day of the campaign. If you’d like to Feature a campaign, consult this tutorial.

We also recommend these articles:

 

 

Step 17. Manage the active promotion

While the promotion is active, you can monitor and manage entries. Click on Participants in the left-hand menu of the promotion management page.  You can also access the list of competition entries via the "Statistics" section:

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From the "Participants" section, you can view information about all participants and download it to an Excel file.

Note: Information about participants will be available even after the promotion has ended.

 

Step 18. View promotion statistics

Access the ‘Statistics’ section to find out more about participants and how they interact with the promotion. This information will be available as soon as the first entry is made, and remains on your account after the promotion has finished. Learn more about the information you can access in this section.

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Step 19. Manage prizes and publish the winners

When the participation period of the promotion ends, you can use the prize management system available to create prizes and decide how they will be awarded. Once the promotion has ended, you can assign prizes randomly or manually.

  • Randomly: You can run one or more sweepstakes among all participants, or a segment of participants, and obtain a certificate of validity with the results.
  • Manually: You can assign one or more prizes manually. This is useful for contests with voting or skills tests. We also recommend this option when winners are selected by a jury, notary public, or the organizing brand.

Learn how to create prizes and select winners with the prize management tutorial.

 

Begin your winner selection process from the "Winners" menu:

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Step 20. Finishing up the promotion

The end of a promotion is controlled by the dates set up in the promotion editor. When the "End of publication date" is passed, the promotion status changes from active to expired. By default, the promotion is unpublished and is no longer visible. If participants try to access the promotion URL, a screen with the message "promotion expired" is displayed.

As administrator of the contest, you can choose to edit the content of this "promotion expired" page. You could republish the promotion so that it is visible again, show the winners of the promotion, or keep a contest gallery on display.

In this link, we explain all your options for expired promotions.

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