My Account
Company Admin Settings
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How-to
Setting up SurveyTester for your company: the administrator's checklist
What an administrator sets up once before project teams start: roles and users, folders, project types, automatic checks, dictionary, AI engines and templates.
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How-to
Setting up automatic issue detection per project type
Decide which automatic checks your company runs, switch them per project type, and set the classification values each finding gets when it becomes an issue.
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How-to
Deactivate a user for your company
Take a user's access to one company away without deleting the account: roles are parked, the user stays active in other companies, and reactivation restores everything.
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How-to
Organizational information on the dashboard
Give every role a text with what its users should know - contacts, conventions, links - and users see it as a dashboard block across all their companies.
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How-to
Market and language questions per project type
Name the market and language questions once per project type; new projects pick them up from the first test run and fill markets and languages.
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How-to
Defining survey end pages
Tell SurveyTester which pages mean Completed, Screenout, Quota or Early Complete, so every test run ends and is classified by what it reached.
Issues
Pages & Routing
Project Details
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How-to
Comparing a project with a previous wave
Link a project to the project it was scripted from and get every difference listed: pages, questions, texts, answer options and routing, with planned changes ticked off.
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How-to
Conditional testcase answers
A testcase can answer a question differently depending on the sample record or on earlier answers: condition columns with ALL, ANY and NONE groups, first match wins.
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How-to
Testcase answers that follow another question or the sample record
Let a testcase question repeat the answer of an earlier question, and keep the sample record of a test run consistent with what the testcase answers.
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How-to
Test cases from the survey's own rules
When the survey system or the questionnaire document marks which options screen a respondent out, SurveyTester builds the Completed and Screenout test cases - without AI.
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How-to
Backing up and restoring projects
Create a backup on the Lifecycle page, manage files on the Project Backups page and restore it as original, replacement or copy, even on another server.
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How-to
Closing a project
Close a project after sign-off to freeze it: read-only for everyone, no new test runs, SurveyBots cancelled. Reopen it any time on the Lifecycle page.
Test Surveys
Sandbox
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How-to
Sandbox: find a flawed MaxDiff design and confirm the fix
Try the MaxDiff balance check on two demo surveys: run SurveyBots on a flawed design, set a milestone, switch to the corrected design and compare.
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How-to
Sandbox: check how a long brand list is spread over respondents
Try the item exposure check on a demo survey that shows 25 of 200 brands per respondent: run SurveyBots and see SurveyTester judge the draw.
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How-to
Sandbox: re-check fixed issues with "What's next"
Walk through the full fix-and-retest loop on a demo survey: findings and manual issues, a corrected script, automatic re-checks and your final decision.
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How-to
Sandbox: check a survey against its Word questionnaire
Create a project with a demo survey and its Word questionnaire, run SurveyBots while the document is analysed, then match the questionnaire with the test runs.