Projects is the place where all elements of a survey project are brought together, including the survey and the participants in the project. The projects menu shows a list of projects, including the project name, the survey used, the project status and various action buttons, like copy, edit and delete.
Prior to launching the project a Launch button will appear. After launch, a Mission Control button will show. The colour of the Mission Control button will vary depending upon the project status (live, paused or closed).
When a project is set up and ready, simply click the "Launch" button. The project will quickly be readied and a project "Mission Control" will be prepared ready to add participants, launch surveys, and analyze and share results. When a project is launched, a copy of the entire survey, including the content, rating scales, answer lists and themes is created. Editing or deleting the Survey, Rating Scales, Answer Lists or Themes will not change the survey in a launched project; to synchronize the changes you have to Relaunch the project.
The Projects Window
Set up a Project
To create a project, go to the Projects menu and select the + New Project button in the top menu bar. To edit a project, select the Edit button alongside the project in the projects list. A range of information is entered when creating a project including the project name, the survey used, participant instructions, display options, mail settings, branding options, anonymising options and project notes.
A project can be created even if you have not yet built or finalised a survey. However, a survey has to be finalised and added to the project before launching the project. When a project is launched, a copy of the entire survey, including the content, rating scales, answer lists and themes is created. Editing or deleting the Survey, Rating Scales, Answer Lists or Themes will not change the survey in a launched project. The survey cannot be changed after launching the project.
The project Settings can be edited at any time in a live project. Edits will instantly change the visible project details for survey participants.
Below is an outline of the information that is entered when setting up a project. This information can be edited at any time in a live project. Edits will instantly change the visible project details for survey participants.
The Advanced tab has an anonymising function.
The Project details tab contains essential information about the project including the Project Name, Project Description, the Survey to be used and any Tags for the project.
The Display Options tab can be used to edit the survey title, sub title and whethere or not to display progress bars and messages. The display optons can be changed at any stage of a project, including after launch.
The Participant Instructions tab is a place to enter the Welcome and Finish instructions that are visible to participants when they start and complete the survey. Participant instructions can be changed at any stage of a project, including after launch.
If you would like to skip the welcome text & logo and direct the participant straight to the first page of the survey, you can turn the welcome display off.
A Satellite is a unique link from which multiple surveys can be completed. Satellites can be used in Social Media, websites, Intranets and where you wish to share the survey with many people but perhaps do not have email addresses.
The Satellite Text tab is a place to enter the Welcome and Finish instructions that are visible to participants when they access the survey from a Satellite link. If you would like to skip the welcome text & logo and direct the participant straight to the first page of the survey, you can turn the welcome display off.
By default, any mail sent from Spark Chart will originate from a default "noreply" address, with the sender name set to Spark Chart Surveys. You can change this by entering your own email details.
Various mail themes may also be selected.
Here you can control the branding, including project logo and the colours displayed on surveys when they are completed on the web.
Advanced (including Anonymising responses)
The Advanced tab includes advanced functions like anonymising survey responses. When turned on, participant details are anonymised when they have completed the survey. Administrators can turn this feature on and off. Users can anonymise but cannot turn the anonymise feature off.
This feature allows surveys to be distributed with names and email addresses and followed up with email reminders. However, once a participant has completed a survey, their personal details and email address are no longer shown. The participant name is replaced with "Anonymous" and a number but their personal details are not shown.
You can set custom text for the user interface from the languages tab. This way, you can either present your survey to respondents who don't speak English or simply personalise the experience in their language.
To enable custom labels, select the Yes option to show the text fields you can change.
You can select from pre-installed langauge packages (20+ languages) or customise the fields yourself for any langauge.
The Notes tab can be used to add notes about a project. Notes can be changed at any stage of a project, including after launch.
Launch Project (Make it Live)
Once you are happy with the survey template being used, go to the Projects menu and Launch the project. The survey template may be edited at any stage up until project launch but any changes made after launch will not be synchronized in the project. So make sure it's right!
Launching the project itself is very simple. After you have clicked on the Launch button in the Projects menu you will be taken the the Launch page. Click on the green Launch button on the Launch page where we will perform some pre-flight checks to ensure that the survey has no problems (such as missing items). If everything is okay then the project will be launched and you will be ready to go into Mission Control to add Participants, distribute surveys, manage the project status and analyse and share the results. The project's Mission Control is a dedicated menu for the project.
When a project is launched, a copy of the entire survey, including the content, rating scales, answer lists and themes is created. Editing or deleting the Survey, Rating Scales, Answer Lists or Themes will not change the survey in a launched project.
Sometimes you want to fine-tune a project before you distribute the survey but after you have already launched it. This is no problem: simply relaunch the project! By relaunching the project any changes made to the survey template after the initial launch will be updated in the project. You are also given the option to keep or remove Participants and Satellite links. If you keep the Participants or the Satellite Links then the old links will still work for respondents.
Copy a Survey Project
A survey project can be copied easily. Click the copy button alongside the project. The project settings wiill be copied but the participants, all data/responses and reports will not be copied.
Delete a Project
Take care when deleting projects as all details and responses will be deleted with the project.
To delete a project select the confirm button and then click the "Delete" button. If you do not wish to delete a project or if you are unsure then click the "Leave" button.