9.2

IntelliSurvey is proud to announce our latest release, 9.2. In this release, we continue to improve on existing features and functionality, such as revamping IntelliBuilder's Add Question menu and the Roles applet's Roles and Rights matrix; reintroducing old favorites from r8; and introducing new features, such as Audience Quotas and Auto-Sample. We've also added some new tags and question types to our survey programming language (SPL), including the ability to use "audience sheets" for use with audience quotas, and the ability to create "flags" in the dataset via checklists.

Links to additional documentation are included.

New features

Introducing Audience Quotas

Audience quotas are an advanced quota type that relies on externally defined percentages and variances to help fielders achieve targets. These inputs are stored in "audience sheets." When programming, link a quota to a sheet via SPL tags to convert a quota to an audience quota.

Audience quotas can be tracked in the Audience Quotas applet. After defining the overall Total N, the variance, percentages, and calculated quotas are auto-populated via the sheet inputs and real time data, providing efficiency when performing sampling techniques such as representative balancing.

Default audience sheets loaded to our system include U.S. census data such as age, gender, ethnicity, and region. Additional audience sheets will be available in future releases.

Beta release of Auto Sampling

IntelliSurvey is happy to introduce Auto-Sample, a feature intended to streamline the sampling process overall. While released in “beta” for internal testing, Auto-Sample’s eventual goal is to allow fielders the ability to directly request sample from inside the IntelliSurvey platform, setting parameters such as quotas-to-watch, target N, and sample type (representative vs. augment/oversample). Once requested, the Auto-Sample tool will put out requests for sample to our partner marketplaces, communicating directly with them to slow or increase sample as needed based on quota-fill or hard-to-reach audiences, all with minimal human intervention!

Auto-Sample can utilize audience sheets/quotas as well to ensure the achieved N stays within target variance.

Further development on the Auto-Sample applet is underway, with additional features and fine-tuning coming in a future release.

Survey Locales

Survey Makers can now set the primary country and language for the survey via Survey Configuration or upon survey creation, while also specifying the other country/language combinations -- or "locales" -- in which the survey will be fielded.

For ease in managing locales, any language/country combinations set in Survey Configuration will also be automatically reflected in Translations, ensuring these two applets are always in sync.

IntelliBuilder improvements for adding and editing content

We've continued our updates to the IntelliBuilder (IB) interface, with some big changes to our Add Question menu. The element editor has also undergone some updates, including a cleaner, more modern look and improved menus for selecting properties and attributes, or switching the question type. All three menus include search fields as well, so you can minimize scrolling through options.

Additional IntelliBuilder improvements include:

• Improvements to option numbering in IB (adding a new option in IB increments according to the previous number)
• Adjustments to the 'Add New Class' workflow and UI
• Enabling preview for text tables and checkbox tables.

Additional Improvements

Roles and Rights matrix updates

The Roles applet has undergone several changes for this release to increase both usability and how to extract meaningful information:

• Users may view Role descriptions and better understand which role type is the best fit for their survey’s users.
• Rights and Roles both have updated descriptions to fit the r9 platform.
• Users may now compare Roles in addition to the previous behavior of comparing rights.

Global UI changes

The Survey Header sees changes from how we represent published/unpublished surveys, surveys may now be pinned directly from the header, User Profile has an update, and you can access our documentation easily by clicking the Help (?) icon.

The Draft/Pub toggle, previously in the headers of our reporting applets, has been swapped out for the new Question Set menu. Now located in the Fields section of the Report Builder and other report building tools, you can choose whether to use the Published Version or Draft Version of your survey's question set when creating reports or exports.

 

Grids throughout the platform may be toggled between the default view and a more compact version via the View toggle found in the grid toolbar. 

 

Users may find the release version currently being run on their server at the bottom of the left navigation window. Clicking on the release version will open a system monitoring window. Depending on user rights, the user may see server metrics such as memory and RPM, useful for troubleshooting platform-wide issues.

Editing Survey Users

Introducing editing survey user permissions! A long desired feature, a user may modify, add, or remove additional permissions to already instated survey users via the Edit icon in Survey Users. In addition to editing, the main Add a User interface has been updated to allow for ease in adding Primary and Add-On roles for users.

Importing Documents into SPL

Migrate surveys easily from other survey-generating platforms by dragging and dropping supported files into the Editor to convert the file into SPL! IntelliBuilder Word documents are also supported.

SPL updates

New 'audience sheets' tag for use with representative sampling

Similar to a regular quota, audience quotas must be triggered in the survey's source code. To do so, apply the audience sheet tag to a question or variable, and specify which audience sheet to reference. Each sheet specifies the quota buckets and percents to use for the given quota derived from the question to which the audience sheet is applied, and including this tag in your survey allows you to access the Audience Quotas and Auto-Sample applets.

The audience sheet tag can be added to a quota variable as shown below, referencing the audience sheet audience_us_age.

AGE. What is your age group? 
type: radio 
1. Under 18 {term: y} 
2. 18 to 24 
3. 25 to 34 
4. 35 to 44 
5. 45 to 54 
6. 55 to 54
7. Over 65 

AGEQ. Age group quota 
type: quotas 
audience sheet: system.audience_us_age 
optsfrom: QAGE

Flag respondents with Checklists

There is often a need to “flag” a respondent based on their answers, either for quick segmentation or cleaning later on. With checklists, programmers can do this quickly! Using define checklists, users can determine which checklist variables should be created, and then throughout the survey “trigger” these checklists based on respondent answers. Below, you will find an example of how one might punch an “inattention” checklist, with either a trigger tag on a question (or table), or a standalone trigger checklist widget.

define checklist
inattention. Inattention Variable

1. What is your favorite color? 
type: radio 
trigger: inattention {condition: anyChecked($Q1,4)} {text: Did not select color} {id: Q1_COLOR}
1. Red
2. Orange
3. Green
4. Bird
5. Drab brown

trigger checklist: inattention
id: Q1_WRONG_COLOR
text: Has bad taste
condition: anyChecked($Q1,5)

Export option for multiselect questions

The new export unseen options as tag allows you to dictate how unseen options in multiselect (checkbox) questions are handled in reporting. By default, options are assigned a '0' when they are unseen, however, you can now apply export unseen options as: blank so that the cells in the report will be left blank if the option was unseen.

Additional SPL changes and improvements

Collection headers improvements include the ability to add randomize: y in collection headers, as well as allowing them to work with ranking questions.

Also receiving further development in 9.2 are summary variables (created via row punch summary and collection punch summary):

• Summary variables can read option data from lists, expanding their usage.
• A bug was fixed that didn’t permit row punch summary to utilize list order; now these variable types use the saved order for consistency throughout the survey.
• Punch summary variables may be tagged as reporting-only variables.
• They may also be tagged as quotas, by using quotas: y.
• Additionally, collection punch summary variables were introduced with a slightly different syntax than row punch summary. We’ve updated row punch summary to allow the same syntax to be used.

Data with loops may now be added via the Add Data applet. Loops are also now supported in Base Counts reports.

Loops also now support the show image tag. In other expanded image support news, option images are able to be used on table rows now as well.

Additional features

Performance improvements

We’ve seen significant performance improvements in the below areas:

• Crosstabs (previously slow to open; now faster)
• Frequency reports
• Opening sheets is now significantly quicker
• Reports don’t allow you to select “Apply” before the page is ready, preventing browser loading issues
• Adding large amounts of data is speedier

Continued migration of features

• Within survey sheets, you may now download all and batch upload sheets
• Within SPL editor, image upload via drag and drop  has been reimplemented
• SPL Editor see the reintroduction of Cancel Build while parsing
• Advanced analytic feature TURF has been migrated
• Impersonate User has been re-introduced
• Users - add additional functionality for Impersonate user
• Users may download the IntelliBuilder document of any survey version via Version History

Testmode Tools

• Toggling between draft/pub versions of the survey added to testmode
• In QuickView, looped tables shown in correct order
• Section accordions now remain open when moving between pages
• “Show SPL And Warnings” now fully turns off warning lozenges

Improvements to Reports

• Field Selection wording has been adjusted to reflect chapter names
• Users may now drag and drop fields in the Field Picker to reorder the order on-screen
• Space-saving UI tweaks to Frequency report

Important bug fixes

• Inline translations: Fix inline translator issues when used with editable parts
• Quotas: Crosslists quotas cannot be updated with Quotas interface
• Reports: Save Report button doesn't work in Response report page
• Reports: Enable users to view test records when in Field stage
• Reports: Deliverables: When we overwrite the existing report, the Saved column should display the time with the latest save
• Reports: Accidental 'trans_id' with Euler's number (e) Prevents Excel from Opening the Response Export Properly
• Sheets: Public sheets do not work, making survey source not parsable
• Sheets: Sheets don't retain #public data after uploading
• Sheets: Downloading large sheets in r9 results in the removal of every thousandth row
• SPL: Unable to use 'panel_quota' in a crossed list
• SPL: 'type: rank' does not obey list order when elements added/removed
• Survey Stage: Setting stage to Hard Close doesn't prevent users entering survey
• Users: Admin page (System Users): 'last login date' column is empty for all users
• Users: Unable to add user groups to surveys
• Smart quote triggering warning erroneously when included in 'html' tag has been fixed.