Dispatching Reminders and Deactivating Accounts Automatically

This article explains how to set up automatic reminders and account deactivation for participants in personalized projects and employee surveys. It covers defining reminder and expiry dates, linking mail templates for reminders, and creating rejection messages for expired accounts. Defining Reminder and Expiry Dates You have to define a reminder date and/or an expiry date […]

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Test and Validation

This article covers various tools and methods for testing and validating surveys in EFS, including media checks, consistency checks, project tests, and project checks. It also explains how to reset a survey before launching it. Media Check Identifying problems with links to images and other media files is quite time-consuming, particularly for questionnaires that contain […]

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Master Data Allocation

This article provides a comprehensive guide on Master Data Allocation in EFS, covering the process of transferring master data from surveys to the database, planning the transfer, managing allocations, and executing the transfer both automatically and manually. The master data collected during master data surveys and panel surveys must be transferred from the survey to […]

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Questionnaire

This article provides comprehensive information about creating and managing questionnaires in EFS (Enterprise Feedback Suite). It covers various aspects of questionnaire design, including creating questions, implementing plausibility checks, and using triggers for advanced functionality. Questions Via the list view, you can create the questions that are to appear on the new questionnaire page. Click the […]

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The Field Report in Detail

This article provides a detailed explanation of the Field Report, focusing on the values used in different sections and their significance in both anonymous and personalized projects. Information The Field Report is a comprehensive tool that breaks down survey participation data into various categories, helping researchers understand the composition and performance of their survey sample. […]

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Survey Messages (Table Overview)

This article provides a comprehensive guide to survey messages used in Questback’s survey system. It covers various types of messages, including general messages, mandatory questions, type checks, plausibility checks, login messages, system messages, and pretest comments. General messages Message Meaning English default message Title of the survey window Display your text in the browser window […]

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Statistics

This article provides comprehensive information about the Statistics menu in the survey management system. It covers various aspects of monitoring and analyzing survey data, including field reports, online statistics, open-ended answers, and data quality management. Field report The Field report provides information on the essential characteristic data of a study. It contains: You can invoke the field […]

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Adding Participants

This article provides comprehensive guidance on adding participants to a project in EFS. It covers the manual creation of new participants, importing participants from a file, and importing participant codes. New Participant To manually create a new participant, please proceed as follows: The new participant will appear in the list of participants. Importing participants Usually, […]

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Export

This article provides comprehensive information on exporting data from EFS Survey projects. It covers various export formats, options, and best practices for handling survey data. In the Projects module, various options for exporting project-related records can be found under the Export menu item of each project. If you export result data from a project with loops, you can check […]

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Master Data

This article covers master data management in EFS Panel, including creation, editing, recoding, and organization of master data variables. It also explains how to use the master data codebook and track changes through master data logs. nformation Master data contains basic characteristics of panelists as specified by the panel administrator. It is stored independently from […]

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