Tutorial: How to create a Survey – Easypromos - Online Helpdesk

If you want to set up a survey contest to let users register in the promotion and obtain feedback about their consumer behavior and their opinions of your brand and products, 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.

2. Create a new promotion via the ‘Create new promotion’ button.

3. You will be presented with the products available. Choose ‘Survey’ to create a promotion to discover likes and consumption habits of your customers and users.

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

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

Language by default: Option for selecting the language by default in which you wish to display the promotion content.
Country. You'll be able to limit participation to one or several particular countries, and only those users who have an IP address corresponding to these countries will be able to register Find more information about country filters.
Do you want to link this promotion to a Facebook page (optional): Choose the Facebook page where you wish to link the promotion. It allows the platform to preconfigure some aspects of your promotion in order to make editing and managing it easier.

6. Now you find yourself in the promotion management page, where you have all the options for configuring the promotion. Below we outline all the most relevant sections:

Header. You will find the title of the promotion, the version and other relevant information such as the ID number of the promotion, which identifies each promotion. Give this number to the Easypromos team if you have any issues with the promotion. This will make it easier for them to review your settings.
Quick button to Preview the promotion. When clicking this button, the Preview tool will open in a new browser window, so you can continue working comfortably in the promotion and, at the same time, preview how the final result is going.
Link to the promotion. This is the URL that you should use in all the dissemination actions that you are going to carry out. More information here.
Copy link button. Here you'll be able to automatically copy the link to disseminate the promotion.
Activate Promotion button. When you have the promotion prepared and ready to launch, click this button to activate and start it. This button will take you to the activation page, where you can review the billing information to proceed to make the payment of the promotion.
Side menu. Here you will find all the configuration options of the promotion.
Promotion status. It indicates the status of the promotion: 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. What to do: Here you can choose what you want to show in the URL of the promotion.
Link to the configuration tutorial. For each type of application you have available from here the link to the step-by-step tutorial so you do not miss any important step.
Direct access to configuration options within the Editor. This module presents the access to the edition of the following sections which are located within the Editor:
- Management of the dates and the time zone that will have the promotion.
- Languages: It indicates the default language of the promotion and it allows you to change it if you need it.
- Localization: It allows to limit the participation to one or several countries (option included by default in the Premium and the White Libel promotions, and in the Basic version by purchasing the additional extension). More information.

Step 2. Create the questions and answers

The platform comes prefigured with many features specific to the application that you have chosen. First, set up the questionnaire with the questions that you want to ask your participants, and then work through the advanced options for customizing the application to meet your requirements.

1. Enter the promotion 'Editor'.

2. Go to the Pages> Quiz section and start creating your first question by clicking on the corresponding button.

3. A window with these options appears every time you want to create a new question. Choose the type of question that suits you better depending on your idea. If you are already familiar with the quiz Editor and want to use advanced types of questions, pick "Advanced" to see all the available question types.

When you click on the "Create" button you will access the question editor, where you will find the following options:

1. Contents. Here you will find all the options to configure your question:

Question text: Type the question you want to ask the users here.
Upload Media: Decide if you want to complete it with image or video.
Design: If you upload a support image for the question, decide if you want a horizontal or vertical design.
Feedback message text: It allows users to be informed of the correct answer by presenting an informative text that will appear to the user after answering each question. You can customize a feedback message text for the correct answer and a feedback message text for the wrong answers.

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

3. Options:

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

There are several types of answers. With the survey you can use them all, since your intention with the questionnaire is let the users respond according to their opinion.

Closed answers

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

As you'll see, you can opt for two types of 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.

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

Sortable answers

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

Rating answers

This type of answer, "rating answer", is very useful for surveys because the participant can award each option a score within a certain range.

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

Open answers

Permit the participant to respond to the question freely, using his or her own words.

Selectable list answer

This feature could be useful if you have a large quantity of options from which you want the participant to choose just one. There are 3 formats to present the selectable list answer, and you will be able to choose as an option one of them when setting up this field:

Drop-down list
Autocomplete list
Radiobutton list

Presentation of the 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 you can configure it from the questionnaire editor itself.

Step 3. Enable the Summary page

The Questionnaire Summary page will allow you to show users a new page with the details of their answers before registering their participation. This screen will be presented after answering the last question of the questionnaire, just before accessing the registration form, and will show the summary of the user's answers to each of the questions. You will also have the possibility to allow users to repeat the questionnaire before accessing the registration form.

Step 4. Customize the texts and images for each screen

Configure the texts and images of each page of the promotion:

A) Welcome

Change the provisional title for one that allows identify the strong points of your promotion. It’s a good idea to make this descriptive text as attractive as possible to users.
Configure the texts for the page and upload an image to give it more dynamism.
In the description, change the provisional text to personalize and explain your own contest mechanism so that participants are clear about what steps they should follow to take part in the contest. 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. In the Premium and White Label versions you can fill in the form with all the additional fields, dropdown menus and check boxes that you need. Find all the information about how to set up the entry form.

Note: If your intention is to conduct a survey among users to obtain relevant information about your services or products, but you don’t want to collect personal data, you can disable the entry form so that users will take part anonymously. In that case, it is not necessary to configure this page of the entry form.

C) Thank you.

Customize it with a final image and a thank you text. You can also create an extra button with an external link.

Use the final image to give a more personalized aspect to the sweepstake, reminding participants what the prize is and encouraging them to share the sweepstake.
Thank you message. You can also use it to thank participants and tell them when the winner will be announced.

Additionally, in promotions created with the Premium design template you have the following additional functionalities to customize the pages of the promotion:

Customize the name of each section and the icon that identifies it within the promotion menu. For example, you can change the default name of "Welcome" page to "Start".
Add new sections in the promotion menu to present additional content. 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.

Learn how to customize the promotion menu in this tutorial.

Note: download the Easypromos Design Guide and you will have measurements for all the images you need to complete the promotion.

Step 5. Customize the design

In the Design menu you can customize the look & feel of your promotion completely to adapt it to your brand or product.

In this way, the "Design" section will be presented the following options:

Template: Decide which design template you want to use to customize the promotion: the Basic design template, or the Premium design template.
Colors: Change the colors of the texts and the action elements of the promotion.
Typographies: Select the font used for texts and action buttons of the promotion.
Buttons: Set the style of the promotion buttons (outlined or solid).
Container (only Premium template): Completely customize the container by setting the style, opacity, height or position.
Background: Customize the background of the promotion with an own image or a color. The background will be the same for the different pages of the promotion.
CSS Styles (only White Label): Use your own CSS styles to completely customize the template.

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

Step 6. Introduce the Terms and Conditions

Introduce the terms and conditions, explaining all the aspects that concern the contest. These terms and conditions will be shown via a button on the main page of the promotion and from a link available via any of the promotion’s pages.

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

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

Step 7. Configure the My Networks modules and the promotion footer

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

To customize the My Networks module go to Editor > General > My Networks:

You can also customize the text at the foot of the promotion, or deactivate this if it doesn’t interest you.

To enable the Footer of the promotion go to Editor > General > Footer:

Step 8. Customize the viral content

This section is very important to obtain a high level of virality for the contest. The viral content is the message that will be shown when a participant shares the promotion with friends to invite them to the promotion. You can customize the share message based on the channel through which participants wish to disseminate it when they invite friends to the promotion.

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

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 text to be shared. To make it optimal for the social networks, we suggest a measurement of 1200px wide by 630px high. This same image will be shared via Facebook, Pinterest and Google+. If you don’t upload a specific image for this section, the main promotion image will be disseminated when a participant shares the promotion.
Generic content: This is the viral text that will be disseminated across the social networks when the participant shares the promotion via the share button on the main page, the registration form or the header of the participations gallery. Learn how to configure this.

B) Recruitment.

This is the content that is proposed by default when sharing on the social networks via the final page.

Step 9. Check the advanced settings

To create a Survey check the settings in the Pages> Form> Options section, because here you can check how users should register.

Below we explain what each of these options consists of:

Max. users: Decide if you want to close the promotion to a maximum number of participants. By default, there is no limit of users who can participate in the contest.
Maximum entries per user: It allows you to define the number of times the same user can participate, but in the case of a Survey you must leave it with the default value (1 participation per user).
Enable Facebook Login: Enable the login with Facebook window so that the user can participate identifying with his Facebook user.
Do you want to be mandatory for users to connect on Facebook?: Requires login with Facebook to participate. Check the form with which participants identify themselves.
Enable premoderation: You can moderate your entries before they appear in the public gallery. (This option is not required in a Survey promotion).
Notification of new entrant: Use it if you want to receive an email when a new entrant registers in this promotion.
Anonymous registration: Disable the form in case you prefer not to ask for personal data of the participants and to make a more agile quiz. More information.
Anti-fraud options: With the aim of helping administrators organize top-quality contests, the platform contains a series of techniques and tools to help minimize the impact of participants bad practices. More information

Step 10. Restrictions to access the promotion

The application allows you to restrict the access to the promotion to limit users who can participate in it. Specifically, the platform offers you 2 forms of restriction:

Restriction by country: It allows to limit the promotion to a specific country or several countries. In this way, only those users who connect from the selected country or countries will see the promotion. Learn how to enable country restriction in your promotion here.

Age Restriction: Limit the promotion to users whose date of birth is higher than the one indicated by the administrator to establish a minimum age to participate in the promotion. Learn how to enable this age verification window in your promotion here.

Note: The functionality to restrict the promotion by age is only available for promotions created with the Premium version and the White Label version that have been designed with the Premium design template.

Step 11. Communicate with participants via the Emails Platform

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

This tool can be very useful in the survey because it permits you to configure automatic emails to contact participants with one of these objectives:

Learn how to create an email with the Platform to communicate with participants from the beginning and thus achieve greater virality.

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

Step 12. Publish the winners page (optional)

Before publishing the promotion or during the course of the it, you have the possibility to show publically the prizes that you are going to give away in your promotion, and at the same time it will show the winners of each prize when there are winners. You can decide if you want to publish the prizes page from the beginning of the promotion or you can publish it when you have the winners. To customize and publish the winners page go to Editor > Pages > Winners.

Check the Prize management tutorial in this link to learn about all the available options regarding prizes.

Step 13. Preview the promotion

You can check how the promotion will be displayed once activated in order to review the graphic part. To do this, within the same Editor of the promotion you will find the "Preview" direct button in the Editor's header:

Please keep in mind that the Preview of the promotion is only to see what the promotion will look like, it doesn’t work to test features. That’s why you can go to the next page without filling in your data for example. To test the recruitment process of the promotion, you need to activate and you can protect it with a password to test it privately. Here we explain how.

Step 14. Activate the promotion

Once you have configured all aspects of the promotion, you can activate it from the management page of the promotion, where you can make the payment. Here you will find more information.

Step 15. Publish the promotion

Although your promotion is now active, you still need to take the last step: publishing it. On creating the contest, a microsite where the promotion is displayed is created with its unique URL. This URL is the main link to the promotion. By default, this main link leads to the welcome page in 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 it via "Buzz". You’ll find all the information about this step here.

Step 16. Disseminate the promotion

It’s also important to disseminate the promotion on different channels. Always use the main promotion link, as it’s the only one compatible with all types of 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.
Making your promotion a Featured promotion. This option implies placing your campaign in the section of Easypromos highlighted promotions. This has an additional cost to the price of activating the campaign, and this price is per day of the campaign. If you’d like to create a highlighted campaign, consult this tutorial.

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Step 17. Manage the promotion while it's active

While the promotion is active you can monitor and manage the participations from the management page by clicking on the "View entries" section in the menu on the left side. You can also access the entries list form the "Statistics":

From the ‘View entries’ section you will be able to see information about all participants and download it to Excel.

Note: Information about participants will be available even when the promotion has finished.

Step 18. Check the promotion statistics

Access the ‘Statistics’ section to find out about the evolution of participants and their interaction with the application. This information will be available as soon as the first participation is made until after the promotion has finished. Learn more about the information that you have access to in this section.

Step 19. Manage prizes and publication of winners

When the participation period of the promotion ends, as the administrator of the promotion you have the prize management system available that allows you to create the prizes of the promotion and configure how they will be assigned. When the promotion has finished, you can assign prizes randomly or manually.

Randomly: You can run one or more sweepstakes among all of the participants or among a segment of participants and obtain a certificate of validity with the results of the sweepstakes.
Manually: You can assign one or more prizes manually to the participants in the contest. This is useful for example in contests with voting, skills test or where the winners are selected by a jury or a notary public, or manually by the organizing brand.

Learn how to create prizes and select winners in the Prize management tutorial.

You can begin your winner selection process from the "Winners" menu as you can see in the following screenshot: