9.4

We’re excited to present IntelliSurvey’s release 9.4, which includes new functionality, as well as many performance and usability improvements. 

Better support for multi-country studies

Country and language lists

Selecting countries is faster now, with the dropdown list organized by most frequently used countries, as well as showing commonly used countries per region. Users can also search for countries using ISO codes or common abbreviations.

Suggested Languages also appear based on the country selection.

Translations

The Translation grid has been updated to present languages/countries organized by translation. Easily view the languages offered in a study and which countries are associated with the translation.

Users may add countries to an already-created translation, or utilize the New Translation button to create an additional translation of an existing language, such as offering a different dialect of Spanish if running a study in both Mexico and Spain. 

Panel applet

Panel invite links are now auto-generated by panel for each country and language combination. Gone are the days of requiring an HTML parameter in the link to capture the country of a respondent; the survey link now includes this information itself, and stores the information in the respondent’s record. 

Should your study require additional HTML parameters, utilize the new Add Parameter button to quickly add global parameters to all invite link iterations.

Users can download or copy all links directly out of the platform via new actions to easily send invites to panel partners.

Email sends

Email send related applets, such as Contact Lists, Messages, and Email Batches have received a significant facelift. Most functionality is the same, though there have also been bug fixes to these applets.

Important changes of note:

• Contact lists can be filtered directly from the List view, rather than opening to a Response report
• Improved filter functionality for Email Batches
• Send test email action added in Messages to quickly send a test email to multiple recipients.

Reporting

Report Builder

The default report base is now Completed Respondents, rather than All Responses. It’s easier than ever to adjust the report base by respondent status with the new Respondent Filter selections, allowing quick selection of common respondent statuses. Users may also quickly revert back to the default state of the report with the Clear Report button.

Frequency reports

New performance updates now make it possible to scroll quickly through the Frequency report. Some additional new features to the Frequency Report applet include:

• Summary tables now default to displaying counts (in comparison to percents) to facilitate logic checks, and may be toggled globally via the Report Builder rather than only per-question.
• Collapse or expand all questions or individual questions.
• Utilize the search at the top of the report to quickly find a keyword in a question or option.
• Ranks, loops, and blocks are now displayed as summary tables for easier analysis. 

Charts

Introducing the Charts applet, which will allow users to visually display results from closed-ended questions. Users can visualize a question at a time, a roll-up/stacked chart of a table, block or loop, or choose two questions to compare values. 

Crosstabs

Updated Crosstab Editor cleans and simplifies experience, bringing up the column and row selector to the forefront.

In addition to the Crosstab Editor improvements, users may select open-end numeric questions as rows. Additionally, numerous bugs were squashed, including removing problematic question types (ineligible for crosstab selection) from the Field picker to avoid system errors. 

Other improvements in reporting

The Field Selector for large surveys was at times too slow; this received performance updates.

Editor improvements

We’ve added functionality to the SPL editor for some time-saving measures, such as:

• Code folding to collapse sections of code not being edited
• Re-enabling the “revert to saved version.”

The IntelliBuilder Editor also received updates:

• Easily review and edit complex lists in a grid view via IntelliBuilder (IB)
• When deleting a group, you may also opt-in to deleting all the widgets in that group
• Adding SPL via IB is now easier.

Overall, we’ve improved the accuracy of the “users in editor” reporting to better account for timeouts, logouts, and more, resulting in more real-time reporting.

Code Folding Demo

SPL

Video

Videos can now be incorporated into surveys with just a widget and a few tags -- no more need for special templates or messy html. The video template (which previously was required to be added directly to the survey’s files) is now built into our platform; no need to add any additional code!

Read more in the documentation article.

embed video: VIDEO_NAME
video link: video_link_here
text: Please click above to play the video.
text placement: below
show continue: 10

Stepwise quotas

With the new selectby: steps option, multi-step brand segmentation selections can be unified into a single, manageable quota with background variables automatically built.

In the example below, three brands will be selected at Q3BRANDS in “stepwise” order, going through each of the steps listed at the variable, one step at a time, to select options based on the inputs identified in each step, moving on to the next step only if the variable is not yet filled by the previous steps’ inputs.

Read more in the documentation article.

1. What brands are you aware of?
type: checkbox
optsfrom: BRANDS

2. What brands do you tend to purchase from?
type: checkbox
optsfrom: Q1

3. What brand would you consider your favorite?
type: radio
optsfrom: Q1

3BRANDS. 3 Brands for deep dive
type: quotas
selectby: steps
optsfrom: BRANDS
maxgroups: 3
steps:
1. Primary brand {if anyChecked($Q3,[id])} {maxgroups: 1} {selectby: counts}
2. Purchased brands {if anyChecked($Q2,[id])} {maxgroups: 2} {selectby: weight, counts}
3. Aware brands     {if anyChecked($Q1,[id])} {maxgroups: 2} {selectby: counts}

term after

Often, surveys require a respondent to continue answering a series of questions even if they’ve hit a certain term point earlier in the study. With the new term after tag, a programmer may set a future termination point directly at the question or option level. The term after tag may also work in conjunction with regular terminations and/or deferred terms.

Read more in the documentation article.

GEN. Are you...
type: radio
1. Male
2. Female
3. Rather not say {term after: QZIP}

AGE. How old are you?
type: integer
range: 0-99
term after: QZIP {if $QAGE<=18}

ZIP. What is your ZIP code?
type: uszip5

set text batches

Similar to how a list is used, all survey set texts can now be created in one compact widget.

set text batch: COMMONINSTRUCTIONS
SELECTALL. Select all that apply
SELECTONE. Select one
SELECTONEPERROW. Select one for each row

Miscellaneous Improvements

• To improve SPL consistency, both trigger checklist and trigger can be used for option decorators and tags.
• show image now accepts inline decorators, similar to its option images or images: y counterparts.
• Collection headers may use option decorators of explain, desc, and translate. Just as these decorators work on options, they now work on collection headers as well.
• To alleviate confusion, stackfor and stackby now have the aliases unstackfor and unstackby, respectively. stackfor / unstackfor and stackby / unstackby may be used interchangeably. 
• When utilizing audience quotas, it’s critical that the correct options in the quota align with the options from the audience sheet. To facilitate this, the system will now check both the ID and the text of the sheet option compared to the quota option, warning the user if they are not an exact match.

Other SPL items of mention:

• Anchors were previously not functioning at randomized widget list within block; fixed.
• Users now able to reference an option with autoother in set conditioned text.
• Block with extra sigil previously parsed successfully but failed to render in survey. Now, a parser warning will be displayed.
• type: rank did not support inclusion of option image: y or {images: y} and associated tags; fixed.
• New rowpunchsummary syntax was not recognizing exclusions; fixed and able to exclude options properly.
• Reporting only variables now will work inside blocks. 
• Ranking questions with optsfrom using noneChecked expressions resulted in blank options; fixed.
• Collection headers no longer break option order.

Additional updates

• Upon opening a survey from the Survey Navigator, all users will land on the Fielding Metrics page (which is equivalent to the Survey Dashboard on r8).
• We’ve modernized the look and feel of the Data Cuts applet. 
• Assets > Files now has syntax highlighting for .js and .css files for ease in viewing code.
• Fielders now have the right to classify panel data as a Test Record via the Data Management interface.
• Add "translate" as a column reference in a sheet.

Bugs of mention

• Page Report: Column state was not stored in the saved or downloaded reports; fixed.
• In certain locations, HTML tags were improperly displaying. We’ve found and fixed many of these instances, such as in the Frequency reports.
• High Confidence translation items are no longer counted as “Missing” and counted towards “Translated”.
• Identical options for crosslist quota caused rows to shift in the Quota Manager, but now properly present on screen.