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Full features list

  • 1. Survey Creation
  • 2. Survey Distribution
  • 3. Data Collection & Autofill
  • 4. Mobility
  • 5. Reporting
  • 6. Automation & Workflows
  • 7. Integration
  • 8. Security & Administration
  • 9. Enterprise Features

1. Survey Creation

1.1. Question Types
  • Section header
  • Pick one with optional custom answer
  • Pick one with comment
  • Check all that apply, with pick one possibility
  • Dropdown box - select one
  • List box - select one or more
  • Single-line text with pre-format options
  • Multiline text responses - often used for comments
  • Rate items along scale of choice
  • Compare one against another
  • Absolute rank with drag & drop interface
  • Matrix
  • Numeric allocation
  • Lookup questions
  • File Upload
  • Google Map (plug-in)
  • Calendar (plug-in)
  • Signature (plug-in)
  • Slider (plug-in)
1.2. Survey flow logic, calculations and validation
  • Multipage surveys & navigation
    • Sequential navigation between pages
    • Direct access to pages via tabs (plug-in)
    • Disable Back button option
    • Progress indicators - page numbers, percentage completed, progress bar, circular progress bar (plug-in)
  • Survey flow logic
    • Skip logic
    • Branch logic
    • Branch on range (conditional on score earned)
    • Save and finish later
  • Ordering rules
    • Random order of sections
    • Random order of questions within a section
    • Random order of answer options within a question, with possibility of fixing positions of specific answer options
    • Rotation of answer options within a question
    • Sorting answer options in ascending or descending order
  • Showing or hiding survey elements
    • Hiding questions
    • Showing or hiding answer options on condition
  • Calculations within survey
    • Piping - inserting answer values into other questions, answer options, responses, emails and other content
    • Answer value calculation as a function of numeric or text answers
    • Answer value setting, based on logic rules
    • Score calculation based on answer values (plug-in)
  • Validation rules
    • Mandatory questions
    • Mandatory questions on condition
    • Mandatory answer options
    • Pre-formatted answer values
    • CAPTCHA validation (plug-in)
  • Custom JavaScript
1.3. Design and customization
  • Your logo on survey
  • Survey header and footer
  • User-defined survey theme (color palette, fonts, backgrounds)
  • Rich text question formatting with WYSIWYG editor
  • Rich text formatting of answer options
  • Customizable size of answer fields
  • Pictures, sounds, and videos for questions and answer options
  • Customizable layout of answer options - vertical or horizontal
  • Custom navigation buttons
  • Custom Survey CSS & HTML
1.4. Internationalization
  • Add translations of surveys in multiple languages
  • Import and export translations via CSV
  • Format translated texts
  • Right-to-left languages support
1.5. Productivity tools
  • Survey creation options
    • Create from template
    • Copy existing survey
    • Create from CSV file
  • Question creation options
    • Copy question within or from another survey
    • Add from question library
  • Survey editing tools
    • Question ordering tool
    • Inline editing of survey questions
    • Quick input mode for editing answer options, logic expressions and other settings
    • Auto-complete when editing references to questions in logic expressions, piping and plug-in settings
    • Find and replace text within a survey
    • Spell checker with user dictionary
    • Testing before launch
  • Survey management tools
    • Search surveys
    • Sort surveys by name, date created, end date
    • Display active surveys on top
    • Organize surveys in folders
    • Print surveys to PDF
1.6. Stock libraries
  • Media library
  • Question library
  • Survey theme library
  • Survey template library

2. Survey Distribution

2.1. Survey link options
  • Secure link on app.keysurvey.com (with SSL)
  • Unsecure link on app.keysurvey.com (no SSL)
  • IP Address
  • Custom domain link
2.2. Distribution channels
  • Email - send a link to a survey by email
  • Online portal
  • Mobile apps
  • Third-party web page
    • Publish link to a survey
    • Embed survey into a web page
2.3. Distribution by email
  • Customize email messages
    • Select HTML or Plain Text email format
    • Personalize invitation
    • Attach file
    • Customize opt out link
    • Set email priority
    • Request read receipt
    • Invite in multiple languages
    • Customize “From” email address
    • Specify “Reply to” email address
  • Create email list manually or upload from file
    • Manual entry
    • Bulk upload
    • Import from Outlook
  • Validate format and domains of email addresses
  • Test email distribution
    • Test invitation email
    • Test reminder email
  • Schedule invitation email distribution to a group of contacts on a specific date
  • Send email reminders
  • Track results
    • Mail delivery progress in time
    • Click-through
    • Response rate
    • Response status of individual respondents
    • Bounces
  • Provide opt out link to respondents
2.4. Distribution via Portal and mobile apps
  • Customize portal design
  • Add links to any external web pages or documents to your portal
  • Automatically publish a form or a survey to new contacts, added to a portal
  • Setup individual password-protected access to a portal
  • Launch forms or surveys to a portal in real time
  • Take forms or surveys on portal or mobile apps
    • Access forms or surveys on iOS, Android, Windows devices & online
    • Collect data offline
    • Upload photos and images
    • Copy responses to save time on filling out repeating information
    • Synchronize data with the server
  • Create multiple portals
2.5. Survey availability settings
  • Start and end dates
  • Access hours restriction (plug-in)
  • Email alert on survey expiration
2.6. Access rules & restrictions
  • Respondent identification
    • Anonymous data collection with a general link
    • Identification of a respondent via unique link
    • Capturing respondent's email address
    • Respondent registration and authentication to access a form or a survey with the credentials provided in the registration form (plugins)
  • Password-protected access to survey
  • Time limit for filling out a survey
  • Allow or prohibit editing submitted responses
  • Allow or prohibit submitting multiple responses from the same respondent
2.7. Respondent experience settings
  • Show customized “Thank you” page after submission
  • Show respondent’s answers after submission
  • Show aggregated survey results after submission
  • Redirect to a specified link after submission or from any survey page
  • Conditional redirect to a specified link from any survey page, based on respondent’s answers (plug-in)
  • Redirect to a specified link after submission or from any survey page, conditional on quota criteria, based on respondent’s answers (plug-in)
  • Send personalized invitation email
  • Send customized email message to a respondent after submission
  • Show customized message when form is inactive
  • Show customized message when respondent opens survey after submission, depending on whether editing submitted response is allowed

3. Data Collection & Autofill

3.1. Autofill surveys
  • Autofill from URL
  • Autofill from file
3.2. Respondent information
  • Response status of individual respondents
  • Logs of respondent actions on survey (plug-in)
  • Respondent ID (plug-in)
3.3. Quotas
  • Quota on total number of responses
  • Quota on number of responses with particular answers
  • Allow or prohibit submitting multiple responses from the same respondent
3.4. Import of responses from file (CSV)
  • Response management
  • View, edit, delete responses
  • Add internal notes to responses

4. Mobility

4.1. Mobile app
  • Download surveys and collect data offline
  • Access earlier responses while offline
  • View, edit, delete responses in the app based on permissions
  • Copy earlier responses
  • Start a new survey with copying data from current one (plug-in)
  • Configure respondent access permissions to survey
4.2. Mobile friendly surveys
  • Responsive mobile friendly design
  • Touch friendly radio buttons and checkboxes (plug-in)
  • Capture GPS coordinates (plug-in)
  • Capture signatures (plug-in)
4.3. Publishing to mobile respondents
  • Publish to the portal and mobile app
  • QR code for survey link
  • Send via email

5. Reporting

5.1. Report types
  • Summary report
  • Report by respondent
  • Response statistics
  • Custom report
5.2. Response statistics
  • Response rate
  • Click-through rate
  • Status of individual respondents
  • Participation history and statistics by contact
5.3. Data set filters
  • Response status filter - Completed and In Progress
  • Filter by answer match criteria
    • Contains at least one word, all words
    • Exact match
    • Match wildcard expression
    • Match regular expression
    • Match full text expression with logic operators AND (&), order (>), OR (|), NOT (!)
  • Advanced filters, based on answers, submit or change dates, and respondent emails
    • Filter by answer values or answer match criteria for full text open-ended answers
    • Filter by time period, when responses were submitted or changed
    • Filter by respondent email address match criteria
    • Combine filters with custom logic, based on AND, OR, and NOT operators
5.4. Custom report items
  • Logo
  • Report title
  • Header and footer
  • Text and images
  • Crosstab tables
  • Statistics tables (36 different indicators)
  • Significance reporting
  • Time series
  • Custom formulas
  • Word frequency counter (plugin)
  • Respondents´ activity heat map (plugin)
  • Geographic distribution of respondents (plugins)
    • Distribution by country, displays flags & country names (plugin)
    • Respondent location map, based on IP address or longitude and latitude (plugins)
5.6. Report customization
  • Customize charts
    • Specify chart type
    • Specify series color
    • Specify chart size & alignment
    • Specify value display scale
    • Rank data series
    • Show benchmark (threshold) value
    • Show or hide chart title
    • Show or hide chart legend
  • Customize report look & layout
    • Customize lables of report items
    • Customize look with CSS
    • Break report into pages
  • Customize report contents
    • Hide questions
    • Hide answer options
    • Include or exclude text values in report
    • Hide results, obtained from less than X respondents
  • Customize responses view
    • Show or hide respodent email address in responses
    • Show skipped questions in responses
  • Calculation settings
    • Exclude answer option values from calculations
5.7. Report editing tools
  • Inline label editor
  • Chart editor
5.8. Access rules & restrictions
  • Public access to report
  • Password-protected access to report
  • Managed access permissions - read, edit, delete, publish, admin
  • Hide or show respondent's password in a report by respondent
5.9. Data export
  • Export formats: PDF, Excel, CSV, SPSS, XML
  • Question analysis code to track responses with the same code accross different surveys for statistical analysis purposes

6. Automation & Workflows

6.1. Workflow actions, triggered by survey
  • Email a survey with prefilled answers, taken from another previously submitted survey (plug-in)
  • Send information to a third-party application via HTTP request depending on survey answers after submission or from any survey page (plug-in)
  • Update contacts via data flow from form or survey responses
6.2. Tasks
  • Configure task definitions
    • Assign forms to tasks
    • Specify responsible parties
    • Specify default due date
    • Configure task statuses
    • Setup workflow actions
  • Specify task manager groups
    • Include contacts or contact groups into a task manager group
    • Specify what tasks contacts from a task manager group can manage
  • Configure task access permissions for responsible parties and task managers
    • Modify closed tasks
    • Edit due date
    • Unassign
    • Reassign to me or to other responsible party
  • Configure task views & filters
    • Specify task properties, populated by data from the attached form or survey
    • Specify what properties to display on My Tasks, Task Details, and Task Manager views
    • Specify what properties to use for filtering tasks
    • Specify what contact fields to use for filtering responsible parties contact list
  • Manage tasks
    • Create and save task filters, based on assignee, status, due date, task properties & more
    • Search tasks by summary, status, due date, assignee, and other properties
    • Assign tasks to responsible parties
    • Specify due dates
    • View task history
    • Perform group operations with multiple tasks at once
    • Manage tasks from portal or mobile apps (online only)
    • Import tasks from CSV file
    • Export tasks to Excel or CSV
  • Workflow actions, triggered by tasks
    • Create follow-up tasks
    • Automatically change status of overdue tasks
6.3. Distribution automation
  • Automatically publish a form or a survey to new contacts

7. Integration

7.1. Authentication
  • Authentication via third-party HTTP service - grant access for a respondent into a survey by verifying information with a third-party service via HTTP request (plug-in)
7.2. Distribution
  • Embed survey into a web page
7.3 Data import & export
  • Send information to a third-party application via HTTP request depending on survey answers after submission or from any survey page (plug-in)
7.4. Contact management
  • Synchronize contacts with local file or remote file on network or Internet via HTTP(S) or (S)FTP protocol

8. Security & Administration

8.1. Authentication
  • Password-protected access to survey
  • Password-protected access to report
  • Single sign-on authentication via third-party LDAP server
  • Authentication via third-party HTTP service - grant access for a respondent into a survey by verifying information with a third-party service via HTTP request (plug-in)
  • Respondent registration and authentication to access a form or a survey with the credentials provided in the registration form (plugins)
8.2. Secure data exchange & storage
  • Secure survey link (with SSL)
  • Secure report link (with SSL)
  • Secure cookies
8.3 Access rules & restrictions
  • Hide or show respondent's password in a report by respondent
8.4 Account audit
  • Audit logs
8.5. Contact Management
  • Create custom contact fields
  • Import contacts from CSV file on computer or on network or Internet
  • Synchronize contacts with local file or remote file on network or Internet via HTTP(S) or (S)FTP protocol
  • Prefill responses to form or survey via data flow from the contact manager
  • Update contacts via data flow from form or survey responses
  • Filter contact lists and save filters for other surveys or forms
  • View contacts’ participation history and statistics in forms or surveys

9. Enterprise Features

9.1. Single Sign-On
  • SAML
  • LDAP Integration
9.2. User provisioning
  • Create users manuall
  • Import users from external systems
  • Sycnhronize users with external systems
9.3. Access roles and permissions
  • Grant permissions for surveys
  • Grant permissions for reports
  • Group users and grant permissions to groups
  • Portal access to surveys with login and password
9.4. System usage reports
  • Responses collected
  • Space used
  • Forms created and launched
9.5. Security
  • Data encryption at rest
  • Data encryption in transit
  • Password complexity requirements
    • Configurable password complexioty requirements
    • Configurable password history
  • Audit logs
9.6. Private labeling
  • Custom domain name
  • Custom logo
  • Custom portal and mobile app design
9.7. Data integration with external systems
  • Synchronize user and contact data
  • Export data collected in surveys
  • Schedule report delivery
  • Upload reports to sFTP
  • Web requests to external systems upon survey submission (plug-in)

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