Surveys

Users of video conferencing systems from TrueConf can create polls to gather opinions on various issues.

The features provided by the built-in survey module:

• Surveys are not linked to conferences or chats, they are held independently as separate entities

• It is possible to choose who should have access to the survey (only the users of your survey or everyone)

• Create anonymous surveys

• Allow respondents to view survey results

• Allow participants to re-take the survey

• Permit respondents to edit their answers

• Upload images as answer options

• Add images to a question

• Mark any questions as mandatory so that respondents cannot skip them

• Create survey campaigns which will enable you to segment the results by different groups of respondents

• Export survey results as a CSV file.

To create a poll, you will need a separate permission. You can also manage polls, but only those where you are the owner, not all of them. You automatically receive ownership of a poll when you create it, and it can also be explicitly granted by the server administrator.

Types of questions and limits

For each survey, a user can add the following types of questions:

• Short answer — a free-form response that is explicitly written by the user and not selected from options (up to 255 characters)
• Paragraph — a free-form response option where you can write more text (up to 4096 characters);
• Single answer - a question with multiple choice answers, where only one can be selected; when creating a question, you can add one answer option Other.
• Multiple answers - a multiple-choice question where you can select several options; when creating the question, you can add one response option Other.

The following limitations on polls TrueConf also apply:

Maximum number of surveys — unlimited.

Maximum number of questions in a single survey — 5000.

Maximum number of response options for each question is 20.

Maximum length for a single response option — 255 characters.

Maximum length of a question text — 255 characters.

Allowed formats of images that can be uploaded for a survey — JPEG, PNG, GIF, BMP.

Creating and editing a survey

To manage polls, go to section Surveys in your personal area.

You will see the list of surveys (by default, it is empty):

If you select a survey, you will see the main information about it in the card displayed on the right side: last modified time, number of questions, and a direct link to the campaign (if such a campaign was created).

The survey owner is a user of the video conferencing server who has full control over the survey and its campaigns. When you create a survey, you automatically become its owner. You cannot transfer survey ownership, but the server administrator can change the owner of a survey.

Campaign refers to a specific survey session that allows participants to be segmented for analysis across different groups. To conduct a survey, it is mandatory to create at least one campaign, as participants essentially go through the survey campaign. Each campaign includes all the questions created for that survey and differs only in its link and access settings (see further). Multiple campaigns can be created for a single survey, and there are no limitations on the number of simultaneously active campaigns.

Creating a Survey

To create a poll, click the Create button in the general list. The new poll window will open in the active Questions tab, where you should specify its title (required), description (optional, will be displayed on the poll page for participants), and below, add the desired number of questions:

To create a question, click the Add question button at the bottom of the page and select its type. Then, enter the text of the question and, depending on the selected type, fill in the answer options. If desired, you can add an image to the question text and any answer option, for instance, to better illustrate the question or to use images as answer options. Changes to the list of questions are saved automatically, so you won't accidentally lose your work on a lengthy survey.

Below is an example of an added question of type Single answer and Paragraph:

Survey campaigns

To conduct a survey, you need to create and launch at least one survey campaign. To do this, go to the Campaigns tab. By default, no campaigns are added, so you need to create them manually. If there are existing campaigns, you will see their list.

Creating a campaign

1. Click the Create campaign button to open the settings window:

   

2. Enter the campaign name in field Name. It will not be visible to participants and is used solely for quickly finding campaigns in the list.

3. In the Who can take the survey dropdown list, select the accessibility level of the campaign for participants: either everyone can follow the link and complete the survey (public campaign) or only users within your TrueConf Server.

4. Check the box Anonymous survey if you need to collect anonymized response analytics without distributing them by participant. For an anonymous campaign, the analytics results will still display for each answer option in each question, but without indicating the participant's name. Also, no hidden analytics will be saved on the server database side.

5. The checkbox Allow participants to view their responses allows participants to review their responses once the data has been submitted.

6. Check the Allow participants to retake the survey option to allow participants to submit their responses again.

7. To provide participants with a user-friendly campaign link, specify its suffix (the last part of the link that will be added to your server's address) in field Campaign ID. For example, if you specify office, the link will be https://example.com/s/office. The ID must be unique within your server.

List of campaigns

If multiple campaigns are created, they will be displayed as a list with several available actions (public campaigns are marked with the icon):

1. To copy the campaign link, click the button.

2. To start an inactive campaign, press the button.

3. To stop the campaign, click the button. The survey will be paused and can be resumed if desired.

4. To access the tab Responses with the results for the desired survey campaign, click the button in its row and select View responses.

5. Regardless of the campaign status (active or stopped), you can change its settings, for instance, make it anonymous. To do this, click the button and select the Edit campaign option.

6. You can delete a stopped campaign, which will also remove all responses left specifically for that campaign. To do this, press the button and select the Delete option.

Survey campaign results

To view the results of survey campaigns, go to the Responses tab when editing the survey, or click the View responses link in its card in the general list. The opened tab will display the total number of responses for all campaigns:

1. In the dropdown list Campaigns, select the campaign you want to view the summary for, and click Apply. You can select multiple campaigns at once to see their combined statistics.

2. The summary of results shows the number of responses, indicating how many users filled out and submitted the survey form. The conversion rate is also useful, representing the percentage of respondents who filled out the form after accessing the survey page.

3. To save responses for one or more campaigns selected in the Campaigns list to a .csv file, click the button.

4. To clear the results for the selected survey campaigns, click the button and select Delete all responses. All respondent answers received for the specified campaigns will be cleared.

By default, the results are displayed in the Summary tab, but you can switch to the Individual responses view, allowing you to select a participant to review their specific responses and the time they took to complete the test.

If the campaign was launched as anonymous (see campaign settings), then in the list of participants for option Individual responses, Anonymous user will be displayed instead of names.