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Using Toluna Pro

Creating a Toluna QuickSurvey

Launching your Toluna Quick Survey

General information

Contacting Toluna

How to get in touch with Toluna

Using Toluna Pro

Toluna Pro overview

Toluna Pro is a revolutionary self-service tool which enables you to conduct market research quickly, easily and very cost effectively. QuickSurveys enables you to create your own surveys and select nationally representative respondents, pay online using PayPal or your credit card, and view live survey results online. Your Toluna Quick Survey will appear on targeted specific areas of Toluna.com- a global community site that provides a platform where members interact and create their own polls and opinion topics on a broad range of subjects. Fast, affordable, hassle free, valuable customer insight when you need it! Toluna Pro also allows you to add your company logo and images as well as video from YouTube; you can invite people, e.g. your existing clients, to participate in your surveys.

Registration

In order to create your Toluna Pro account click the “Register” button on the upper right corner of the page and complete the registration process.

Your dashboard

When you login to Toluna pro you are redirected to your dashboard, which displays your account balance as well as a snapshot of the recent activities on your account:

Surveys activated
Complete / expired surveys

The dashboard also provides quick access to the following pages:

Account balance
Deposit funds
Manage users

Account balance

In order to view your account balance, select Dashboard / account balance from the navigation menu.

Making a deposit

To make a deposit into your account, select Dashboard / deposit from the navigation menu. Enter the sum you wish to deposit, click “Pay” and you will be redirected to PayPal to complete the transaction.

Managing your account’s users

When you create an account on Toluna Pro, you are automatically assigned “Client administrator” status. This means that you can add additional users to your account; to do so, select Dashboard / Manage users from the navigation menu. The management page allows you to add or delete users from your account; adding users to an account is useful if you want to grant access to your account to more than one user, while allowing each user to manage their own Quick Surveys, while drawing from the same account balance to pay for and activate surveys. When you add a user, you can select the user type: administrator or regular user. Please note that if you assign administrator status to a new user, they will also be allowed to manage your account’s users. You can also use this page to edit your personal user details:

Username
Password
Full name
Email address
Account type (user / admin)

Customizing your Quick Surveys

When you become a Toluna Quick Surveys reseller you can customize your surveys; up to 10 questions and 5000 participants per survey. For more information, please visit our corporate site.

Creating a Toluna QuickSurvey

Your survey data

The Quick Survey data consists of the following information:

QuickSurvey name:

The Quick Survey name will appear to Toluna members on the site and on the actual survey; try to use a descriptive name that will appeal to as many members as possible. The Quick Survey name can also be useful when managing your inventory of Quick Surveys.

Category and sub category:

Select a category and sub-category for your Quick Survey; this is a mandatory step which ensures that your QuickSurveys are properly displayed and easily found by panelists on Toluna.com.

Keywords / tags:

Tagging is optional but highly recommended. Effectively tagging your Quick Survey means that it will be easier to find, thus improving visibility and increasing the response rate.

Number of participants:

The following options are available: 100, 300, 500, 800, 1000, 1500, and 2000 participants.

Definition of Quick Survey participants:

A participant is a user who either completes the Quick Survey, or a user who answers at least one question but is screened out as a result of one of the Quick Survey's filters. If panelists start the survey but navigate away before completion they are not considered a participant. All Toluna QuickSurveys participants are registered Toluna panelists over the age of 16, except for certain countries where the minimum required age is higher.

Target country:

There are currently 9 countries you can run your Quick Survey in:

UK, France, Germany, Italy, Spain, Netherlands, Russia, Belgium, Ireland, Australia, Switzerland, Poland and Austria
North America: USA (English or Spanish) & Canada (English or French)
Stay tuned for the launch of additional countries in the near future!

Important note: You will need to create separate accounts for access to the European countries and North American countries. European countries can only be targeted if your survey is created on one of the European Toluna Pro sites; the same applies to North American countries.

Language:

Set your QuickSurvey’s language.

Excluding participants:

When you set up a new Quick Survey, you can choose to exclude panelists who participated in your previous surveys:

On the Survey Data page, click “Edit excluded list”
A list of all of your previous Quick Surveys will be displayed
Select as many surveys from the list as necessary
Click “Exclude selected surveys”
The titles and numbers of the excluded surveys are now displayed on your Survey Data page

This feature can be very useful if you are repeating the same survey and want to make sure that panelists that participated in the past cannot participate again.

Important note: please be sure to wait at least one hour after the excluded TQS has completed before launching a new one in order to ensure the success of the exclusion process.

Importing a survey from text

In order to set up a survey quickly and easily, you can import a survey from text directly into the QuickSurveys wizard. Click “Import survey from text” on the Survey Data page. Copy and paste your survey, then click “Import to wizard”; your survey has been imported into the TQS wizard. Your imported survey must adhere to the following format: Your survey title //skip a line (Multiple choice)(Randomize)Your first question (Exclusive)Answer1 Answer2 //skip a line (Multiple choice)Your second question Answer1 (Exclusive)Answer2 Answer3 //etc.... Here is an example:

Please note that by default all questions are single answer and the answer order is fixed- these settings can be modified after you import your survey.
After you import your survey’s text you will need to complete the survey data (see above) before you can save and activate your survey.

Adding questions to your TQS

Click “Question"
Enter your question: questions are limited to 1,000 characters; try to keep your questions' wording short and concise.
Enter the answers to your question; to add another answer simply click "Add another answer". Questions are limited to 20 answers, and each answer is limited to 200 characters. Try to limit your answers to a maximum of 7 for questions with multiple choice answers.
In order to add an additional question, click "Question". Each additional question will be added to your control panel for easy access; you can reorder the questions by using the arrows that appear in the control panel.

Question options

Randomize answer order: selecting this option will display the answers in a different order to each participant in order to minimize bias in panelist’s responses.
Multiple choice: this option allows participants to select more than one possible answer.
Exclusive answers: selecting this option for one of the answers in a multiple choice question means that if a participant selects this answer, all of the other answer selections will be nullified. This option is typically used with “None of the above” or “Don’t know” type answers.

Moving and deleting questions

If you’ve created several question and/or content pages and would like to change their order or position, simply click the yellow arrows displayed on each item in your survey control panel. To delete a question or a content page click the red ‘X’ displayed on your control panel questions and content pages.

Setting a filter

A filter is a tool that enables you to do one of the following: 1. Screen out a participant if a certain response is given (positive or negative response) 2. Redirect a participant to another question within the QuickSurvey based on the responses they provide (moving forward only)

To set a filter, click "Edit filter"
Click "Add rule", the filter graphic interface will appear; select the relevant answer and desired action.
A filter can be set to act if a participant selects or does not select any of your question's answers.

Notes:

If participants terminate the QuickSurvey after a filter screens them out, they are still counted in the total number of survey participants.
Filters can only be set once you've created more than one question.
The maximum number of filters per question is 5.

Adding content pages to your TQS

Content pages are optional, but are highly recommended; content pages can contain simple HTML, images and Flash objects. Common uses for content pages are start pages, in which you can introduce the participant to your survey, and end pages, which can be used to thank participants. You can also insert additional content pages between questions.

Important note: A content page is counted as a question.

Adding videos and images

Click the 'add a video' or 'add a picture' link located under the space allocated for your question and answers.

A new window will appear, displaying relevant search results from YouTube or Google Images.
Browse the search results using the arrows; when you find the video or picture you want to use, click it.
A preview of your selected attachment is now displayed; if you are pleased with your choice, click 'Save' to close the search window and continue the QuickSurvey creation process.
If you'd like to remove the attachment, click the red 'X' that now appears next to the 'attach' buttons.

Note: Pictures can be uploaded from your computer, or from any location on the web; videos can only be attached from YouTube.

Adding a YouTube video without searching

In addition to searching for videos, you can also add a specific YouTube video to your QuickSurvey:

Copy the video's URL (the video's webpage address, which you can copy from your browser)
Click 'add a video'
Paste the video's URL into the search window
Click 'Go'
A preview of your video is now visible; click 'Save' and you're done.

Adding a picture from the web / uploading from your computer

In addition to searching for pictures on Google, you can also add pictures from any web page, or directly from your computer:

Copy the picture's URL (the web address of the picture you wish to attach, which you can copy from your browser)
Click 'add a picture'
Paste the picture's URL into the search window Note: Make sure you are linking directly to the picture you want to attach and not to a page which contains the picture.
Click 'Go'
A preview of your picture is now visible; click 'Save' and you're done.
To add a picture from your computer, simply click the "Go" button located to the right of "Upload an image"; browse your computer for the relevant file, then click "Save".

Important: When you upload a picture from your computer or when you attach an image from the web, you are certifying that you have the right to use said image and that you are not in violation of our terms & conditions. Uploaded picture restrictions: All attached images, whether uploaded from disk or from the web, must be smaller than 1MB; the total size of pictures uploaded from disk cannot exceed 6MB.

Video / image attachment tips

Modify the search query for better results: when you search for a video or a picture, you may receive a limited number of results, or irrelevant results. This is likely to happen if you have written an elaborate question or answer, since the search query uses all of the text you have entered. In order to improve on search results you can modify the search query within the search window; there is no limit to the number of searches you can run. Feel free to use search queries that are not part of your question's text if you feel this will improve the results.

Saving your Quick Survey

Click "Save" on the bottom right corner of your control panel; your QuickSurvey has been saved, but has not yet been activated. A QuickSurvey can only be activated once payment has been received.

Launching your Toluna Quick Survey

The “Manage TQS” page

Select QuickSurveys / Manage from the navigation menu to access the survey management page. This page allows you to perform the following actions:

Test and activate surveys
View and export your TQS reports (after your QuickSurvey has been activated)
Pause / resume your surveys
Delete and duplicate surveys
Invite participants to your surveys

Testing surveys

It is highly recommended that you test you TQS before activating it. In order to do so, simply click the “Test” button for the relevant survey. A preview of your survey will be displayed in the same way it will be seen by Toluna members when they participate; please be sure to pay special attention to wording, video / image attachments, and filters. Surveys cannot be edited once they have been activated.

Editing and activating your Quick Survey

Your QuickSurvey can be edited at any point before it is activated; however, once it is activated and goes live changes can no longer be made.
Payment for QuickSurveys is currently available via PayPal only, including credit card payments.

Important note: after depositing funds, you still need to activate your surveys; this is done on the “Manage TQS” page.

Your Quick Survey results

QuickSurvey results are private and are only visible to the creating party; you can view the results of your QuickSurveys by accessing the TQS management page.

Viewing results per question:

Click the ‘+’ next to each question, or click “Expand all” to view results for all questions. The default view displays the percentage results for each possible answer; using the statistics panel to the left of each graph, you can select to view results by:

Age
Gender
Regions
Education level
Individual annual income
National representative results
Exporting results

Results are exported in Excel format; you can export results for individual questions by clicking the “Export” button under each question’s statistics panel or for the entire survey by clicking “Export” at the top of the page.

Sharing your survey’s results:

You can share your survey’s report without exporting the results and without granting access to your account by using the “Share” link. You can share the link with as many people as you’d like, even if they are not Toluna Pro subscribers; they will be able to view the report page but will not be allowed access to your TQS management page and will not be allowed to export your survey’s results.

Viewing national representative survey results:

To view National Representative survey results (if available for your survey) at no additional cost, follow the instructions in the previous section, and then select "National representative" from the options displayed on the left (last option). Important note: National Representative survey results are not available if your survey has less than 100 participants.

Pausing a Quick Survey

Once you activate a survey, you can pause and resume it as many times as you’d like until it reaches the target number of participants or expires. To do so, simply click the “Pause / Resume” buttons. Please note that when a TQS is paused it will not be displayed on Toluna.com.

Deleting and duplicating surveys

To create copies or delete a survey simply select the relevant survey, then click “Delete” or “Duplicate”.

Important note: A survey cannot be deleted once it has been activated.

Inviting participants to your survey

Once you activate a Quick Survey, you can invite users to participate:

Click the “Invite” button for the relevant survey; you’ll be redirected to the survey invitation page
You can enter email addresses manually, or click “Add from my address book”, which will allow you to import addresses from Outlook or from your web based email accounts
Click “Send”; an invitation to your survey has been sent.

Exporting your QuickSurvey

You can export your QuickSurvey to an external site while it is active; if a survey has been paused or has completed it can no longer be exported. To export your survey, follow these steps:

Go to the “Manage QuickSurveys” page
Select the survey you’d like to export
Click the “Export” button
A window containing html code is displayed; select all of the code and copy it
The copied code can now be added to any website; if you’re exporting your survey to a hosted blog, please follow the hosting platform’s instructions.
Once your survey has been exported, visitors to your site can participate. Please note that participants may be prompted to login or sign-up for Toluna for their responses to be counted.

Exporting your QuickSurvey’s results

Once your survey has been activated, you can export individual questions’ results in graph form to an external site:

Go to the “Manage QuickSurveys” page
Click the “Report” button for the survey you wish to export a graph from
Expand the results for the question whose results graph you wish to export
Click the “Export graph” button
A window containing html code is displayed; select all of the code and copy it
The copied code can now be added to any website; if you’re exporting your survey results to a hosted blog, please follow the hosting platform’s instructions.
Please note that exported results are not updated; this means that the graph displayed will reflect the survey results at the time they were exported. It is therefore recommended that you wait for your QuickSurvey to complete before exporting the results.

General information

Quick Survey refund policy

If a QuickSurvey does not complete within 10 days from the date it was launched, Toluna will consider the target number of participants to be unreachable and the survey incomplete. You will receive an email notification and will be eligible for a refund if your QuickSurvey did not reach 50% of the desired number of participants. The refund will be calculated based on the difference between the desired number of participants and the actual number of participants.

Seven tips for a reliable survey

Keeping your questions simple and clear will ensure that all participants complete the survey and will preserve the quality of your data. We recommend following these key principles for survey design:

Keep questions’ wording short
- Try to write short questions with less than 10 words (the limit is 1000 characters per question).
- Try to keep the number of possible answers to 7 or less (the limit is 20 answers per question).
- Use the content pages to explain complex words and concepts before asking the first question. Images and video can help to keep the wording short.
Keep questions’ wording clear
- Choose precise vocabulary. For example, in purchase habits use “Every week” instead of “Very frequently” which is too vague.
- Avoid double negative form.
Keep answers simple
- Try to list the main possible answers for each question. Use “None of these” and “Other” so that participants can answer in every case.
- Try to ask questions which can be easily answered without memorization (logos and images can be useful).
- Add “Don’t know” as a possible answer if some participants may have difficulties answering.
Stay neutral and cautious
- Use neutral wording to avoid any bias in your question, as positive or negative questions may influence some participants. For example, use “What do you think about XXX?” instead of “Do you that XXX is a really good product?"
- If the answer items are lists of brands, products or services, you may use the rotation feature which will randomly change the order of answers for each participant and will avoid presenting the same answer item first.
- If you want to target a specific profile, use a generic question as screener. For example, if you want to survey Renault car owners, we recommend avoiding “Do you own a Renault car?” as a screener question. Instead, we recommend the following:
Always test your QuickSurvey
- Carefully read your question and answers before proceeding to the next question.
- Test your survey and filters before launching; surveys cannot be edited once they have been activated.
Alternate your first question:
- Since the QuickSurvey’s first question is shown to panelists on Toluna.com as a teaser, try to alternate or modify your first question each time you activate a new survey in order to maintain panelists’ interest.
Use as many images as possible:
- Use of images increases panelists’ response rate dramatically and creates a better user experience for participating panelists.

Ask the Nation: Nationally Representative Weighting

Participants in Toluna QuickSurveys are all fully registered members of the Toluna panel community. As panellists, they are subject to periodic profile updates and quality controls.
Toluna uses an exclusive survey algorithm to manage Toluna QuickSurveys, an algorithm which takes into account sample size and panellist information. Only members who are 16 years old or more can vote. Toluna's panellists represent a diverse selection of profiles, based on gender, age, region, education, occupation and more.
The exact proportion of males and females, young and old in your Toluna QuickSurveys may vary according to topic, question wording (see our 5 tips for reliable surveys), date and other external factors. If you want to be sure to always have the same sample structure, we recommend you use our Nationally Representative feature (“Ask the Nation!”). Based on Census data, each sample (100 participants or more) is weighted to get the exact demographic profile of gender, age and region of the national population.
Of course, some countries may still be experiencing growth in internet adoption. In these instances, the “Ask the Nation!” feature gives an approximate estimation of your results if the Internet was already being used by the whole population.”

Contacting Toluna

How to get in touch with Toluna

For all support related issues, please use our contact form, or send an email to tqs-support@toluna.com
For further information about Toluna and Quick Surveys, please visit our corporate site.

Country and language setting: Polska

Polska