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

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.

2. Create a new promotion via the green button.

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.

4. As a next step, set up the following options:

Organizing brand. As a first step, you should select or create an organizing brand for your promotion. This organizing brand is independent of any social network and works as a folder within your Easypromos account, in order to help organize the promotions that you create.
Template version. Select which template you want to use to create your promotion: Premium or White Label.

Note: Compare here the features and functionalities included in each template.

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

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.
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.
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.
Side menu. All your promotion settings in one place.
View tutorial. This tutorial guides you step by step through the creation and management of your promotion.
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.
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'.

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

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.

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

1. Question text: Type the question you want to ask users here.

2. Upload Media: Decide if you want to accompany the question with an image or video.

3. Position: If you upload an image for the question, choose between a horizontal or vertical display.

4. Answers: Click the "New Answer" button to create as many answers as you want:

5. Advanced. Here you will find all the options to configure your question:

Feedback message text: You can present an informative text with the correct answer after users answer the question. You can customize different feedback messages for correct and incorrect answers.
Container columns: It will allow you to indicate how many answers you want to show per row.
Question type: In case you need to modify the type of question you have initially created.
Hide Continue button: Check this option if you want the user to move to the next question by just clicking on the answer buttons. By default, the Continue button is displayed in closed answers to allow users to move forward to the next questions of the quiz.
Allow users to change their answer.

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

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.

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.

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

Sortable answers

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

Rating answers

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

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

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.

Note: The Summary Page is not available for quizzes with the Login system enabled.

Learn how to enable and customize the Summary page.

Step 4. Login system and multi-participation

You can enable the Login system, which has the following features:

It allows to require the users to register first before participating in the promotion. It's possible to identify with a Facebook profile, a Google account or an email address. If it's the first time the user registers, they will have to complete the registration form and accept the terms & conditions and privacy policy of the promotion.
It gives the option of enabling multi-participation, by deciding the number of participations you want to grant to each user, in the entire promotion, per day, or per hour.

Check in this tutorial how to enable Login and how to configure multi-participation.

When is it recommended to enable the Login system?

When we want to place the identification and registration form BEFORE the quiz questions.
When we want to limit the draw to users who have validated the email.
When we want to limit participation in the draw to users that are registered in the client's systems. Example: Limit the campaign to users registered in your website or users of your mobile app. This option requires using the Autologin system.

Note: In order to be able to activate the Login system, it’s necessary to have an account with an active Premium or White Label plan.

Step 5. Customize the text and images for each page

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

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.

Additionally, you have some general customization options for navigating the promotion pages:

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.

Step 6. 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.
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.
Other: Set the style of the promotion buttons (outlined or solid), as well as the color of the button text. Also from here you can customize the background color of the pop-up windows of the promotion (for example: window that opens the terms and conditions, My Networks window, etc.)
Advanced (White Label only): Use your own CSS styles to completely customize the template.

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

Step 7. 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. 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

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

Step 8. 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:

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.

Step 9. 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:

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 10. Advanced settings

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

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.
Disable autofocus in first form field. By default, the “Name” field in the entry form has the autofocus activated so that the participants can begin to write without having to click on the field first when the page loads. This option allows to disable this effect to avoid that the autofocus scrolls down the page, which is useful in promotions that have a big header image.
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 as a way to identify users and decide if you want it to be mandatory for the user to identify with this social network to participate.

Step 11. 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.

Restriction by age: Limit the promotion to users whose age is higher than the one indicated by the administrator. This establishes a minimum age for participation. Learn how to enable the age verification window here.

Step 12. 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:

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 13. 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 14. Carry out a real test of the promotion

Before launching a promotion, it's important to make sure that the promotion shows and works correctly. To do so, all promotions includes the tool "Test Mode" which allows the administrator to carry out real tests of the promotion. This means that they can participate in the promotion just like the participants will do once the promotion is activated, and test that the promotion works as expected. That way, they can make changes to the promotion if necessary before launching.

Check out this tutorial where we explain how to test your promotion before activating it.

Step 15. 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.

Step 16. 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 17. 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.
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.

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Step 18. 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:

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 19. 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.

Step 20. 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:

Step 21. 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.