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Help with Surveys

Quick Start with Surveys

What is SurveyGizmo?

We are switching out our older survey tool to a significantly better system based on SurveyGizmo.

To use the new system, please follow on-screen links to create a new account and retrieve the Survey Gizmo Account API Key (or use the SurveyGizmo Account API Key for your existing SurveyGizmo account).

All the information below is in regard to our legacy survey tool which will be discontinued in the near future. Some descriptions may be out of date as some features are disabled.

How do I create links (share code) for my surveys?

1. Under More Features > Surveys, you can create the html code for text or image links to a survey by clicking Build a Custom List to a Survey.
2. Click any of the buttons to update the html code to copy.
3. Then paste the html source code into your email newsletters, online profiles or other web-based content.

How do I create a new survey?

1. Click the Create Survey button under More Features > Surveys.

How do I edit an existing survey?

1. If the existing survey has not been Activated, you can edit by clicking on the name listed under More Features > Surveys > Survey Name.
2. If the survey has been Activated and you want to make changes, don’t worry! Just create a copy of the existing survey by clicking on the Duplicate Survey icon under Actions. This preserves the current survey results and allows you to start a new survey using your previously saved survey content.
3. Once you have created a duplicate copy of an existing survey, you’re ready to edit.
4. If you make changes by duplicating an Activated survey, you’ll want to update the links in your newsletters and online web pages to the new survey location (the number in the link will be different).

How do I customize my email lists using surveys?

1. Create a Subscriber Survey to learn more about the interests of your email list subscribers under More Features > Surveys. Find out what your readers really want.
2. Add an Announcement using the Survey postcard template under My Newsletters > Create Newsletter to your Auto-Series under My Newsletters > Auto-Series.
3. Add an article or sidebar article with a Survey Link to your Auto-Series and monthly newsletters pointing readers to your survey.
4. Use Survey Reports to add selected subscribers to segmented email lists based on responses to survey questions by making selections in the Build List column and clicking Generate Subscriber List under My Reports > My Surveys.

Help with Surveys

Create a trackable Survey and add it to your newsletter, or post it online.

View Surveys

• Survey Name – The name of the survey for your internal use. This can be different from the Survey Title seen by others.
• Status – The status shown here will be Draft, Live, or Closed.
• As of… – The Activate button for this survey or the date and time when survey was activated (and Status changed to Live) or deactivated (and Status changed to Closed).
• Actions
  • Icon Key for View Surveys offers a quick reference to other Actions you can perform from the View Surveys table.
  • Survey Information – Information about this survey including links
  • Duplicate Survey – Make a copy of your survey
  • Open Survey – Activates survey, changes Status to Live
  • Close Survey – Deactivates survey, changes Status to Closed
  • Preview Survey – Preview survey to check your work
  • Delete Survey – Delete survey

Survey Editor

• Survey Status – The status ranges from Not Saved to Draft to Live to Closed. You can change the status on the main View Surveys page.
• Survey Name – This is used for your reference only.
• Survey Title – This will appear at the top of the survey.
• Survey Type – Choose either Public or Private. Select Public for anyone to be able to take the survey. Select Private and only current subscribers will be able to participate.
• Introduction – The introduction paragraph will appear at the top of the survey below the title.
• Completion Page – Enter the address of a web page to be shown when survey is completed. If you leave this blank, a generic “Thank You” page will be shown instead.
• Style Options – Here you can choose your font and background colors.
• Save & Continue
  • Save – to save your survey and continue editing.
  • Preview – to preview how the survey will look to the user. This option is disabled until after the survey has been saved at least once.
• Questions
  • Add Question – to add a new question to the survey. This option is not shown until after the survey has been saved at least once.
• Survey Logo – The default logo or banner for your survey is the Account Logo under My Account > Settings > Member Profile. Once a survey is saved, you can upload a new Survey Logo if you wish. This step is entirely optional.

Add Question

• Question Text – This is the text that will appear above the response.
• Question Type – This is the the form of response allowed for this text.
  • Text Field – For questions that require a short text response from the user.
  • Text Area – For questions that require a long text response from the user.
  • Checkbox – For questions with multiple choice answers and that any number of answers can be selected.
  • Radio Button – For questions that have multiple choices in which only one answer can be selected.
  • Dropdown – For questions that have multiple choices in which only one answer can be selected.
  • Multi-Select – For questions that have multiple choices where multiple answers can be selected.
  • None – To add a block of text explaining something to the user, use this option.

Edit Question

• Manage Choices – Some questions allow more than one answer.
  • If you choose Checkbox, Radio Button, Dropdown or Multi-Select question type, your next step will be to add response options using Manage Choices.
  • You may offer up to 10 choices, plus Other for the user to fill in their own answer.
  • Enter your questions and click the Save Choices button.
  • You can edit your choices by returning to that page with the Manage Choices button.
• Edit Question Text – Alter survey question text.
• Change Question Type – Change the input format for survey question.

Preview

Once you’ve finished adding questions and choices to your survey, you can view your survey by clicking Preview next to the Save and Add Question buttons on the survey main page. By clicking Preview, you will see your survey as your users will view it.

You can close the survey preview, edit survey options, save the options, and return to the preview until it’s exactly how you want it.

Survey Logo

To change the header logo or name, Click Settings at the top right under Control Panel. On the Settings page click Member Profile section. Upload an image under Account Logo, it will then appear at the top of the survey. If you do not upload an image Account Logo, the survey will use the text entered in the Organization Name field instead.

Activate

Once you’ve fine tuned the survey, it’s time to make the survey live. Do this by clicking on More Features > Surveys in the menu bar. Here you should see the survey you just created listed below. Its status should say Draft at this point. Make the survey live by clicking either the Activate button to the right of the survey name, or the folder in the Actions column. Keep in mind that once a survey has been activated, you may no longer edit survey questions!

Creating Survey Links

While your survey is set to status Live, click the Info icon (i) under the Actions column. This will give you some basic information about your survey, as well as links to access it. Copy/Paste the Live Link URL wherever you need. Use the Newsletter Link to add a link to your survey in an email. You can add the URL of your survey on your website, send a link in your newsletter.

For public surveys, you can use the Survey Link Builder by clicking on the Create Link for Survey button under My Quick Links and selecting from the options available on the page.

Once you’ve placed your links on your website and in your email newsletter, you’re Done! Now it’s time to send out survey invitation, wait for responses, and check the survey reports.

Deactivate

To close a survey and prevent any more responses, click the folder again. This should set the status field to Closed. You may reopen the survey at anytime by clicking the folder again.

List Segmentation with Surveys

From Reports > My Surveys, you can add subscribers with certain responses to Subscriber Categories for more targeted email marketing and email newsletters. See on-page instructions for more information.

Help with Common Features

On-Page Help

The best place to look for help is on the page that raised your eyebrows. When available, click the on-page Help Icon for more feature-specific information. The on-page Help Icon looks like this: .

On-Page Help List

• My Account

Template:My Account Pop-up List

• My Newsletters > Create Newsletter
• Help Pop-up for Newsletter Template Selection
• Help Pop-up for Newsletter Name
• Help Pop-up for Newsletter Email Sending Options
• Help Pop-up for Newsletter Content Options
• Help Pop-up for Newsletter Editor
  • Help Pop-up for Newsletter Images
  • Help Pop-up for Animated GIFs
  • Help Pop-up for Colors
  • Help Pop-up for My Library
  • Help Pop-up for Processing Errors
  • Help Pop-up for Preview Newsletter
  • Help Pop-up for Newsletter Advanced Editor
  • Help Pop-up for Paste in Mozilla Firefox
• Help Pop-up for Newsletter Review
• My Newsletters > View Newsletters
• Help Pop-up for Newsletter Scheduler
  • Help Pop-up for Newsletter Status
• Help Pop-up for Preview Newsletter
• Help Pop-up for Publish Newsletter
  • Help Pop-up for Publish Newsletter Groups
• My Subscribers
• Help Pop-up for Subscriber Categories
• Help Pop-up for Add Subscribers
  • Help Pop-up for Upload CSV File
• Help Pop-up for Update Subscribers
• Help Pop-up for Remove Subscribers
• Help Pop-up for List Cleaner
• Help Pop-up for Manage Bounces
• My Reports
• Help Pop-up for Sent Newsletter Reports
• Help Pop-up for Sent Newsletter Detailed Reports
• More Features

Template:More Features Pop-up List

Footer

The blue footer bar at the bottom of each page includes the following links:

• Contact Us – Our web-based contact form
• Terms of Use – Legally binding terms for using this MyNewsletterBuilder account
• Privacy – Our privacy policy
• Legal – What lawyers like to read
• About – MyNewsletterBuilder and other JBA Network online marketing solutions
• FAQ – Answers to Frequently Asked Questions

There is a separate FAQ for website visitors that can be accessed here: Free Trial FAQ

Help Center Sections

• My Account – Manage your personal account information, select payment options, and change your email settings.
  • Quick Start with My Account
    • How do I update or review my email marketing software preferences?
    • FAQ List for Start, Login, Username, Account, Settings
  1. Home – The first page you see when you login to MyNewsletterBuilder.com.
     • Alert Messages – Special messages regarding your account and important upgrades.
     • My Quick Links – Links to commonly accessed or recommended features.
     • About Our Features – Description of the features found under each tab of the web-based email marketing software.
  2. Account Summary – Review your email marketing services.
  3. Upgrade – Select your upgrade level and pricing.
  4. Billing – Please follow on-page directions.
  5. Renewal – Please follow on-page directions.
  6. Password – Please follow on-page directions.
  7. Account Settings – Access the full power of email marketing with these settings.
     • Member Profile – Update contact information for CAN-SPAM compliance.
     • Content Editor – Default selections for creating email newsletters including Content Editor Mode, Auto-Save, Editor Warnings, and Content Sharing.
     • Tracking and Analytics – Default selections for tracking email newsletters with Link Tracking Reports and Google Analytics Tracking.
     • Footer Options – Choose footer language, add tagging for social networking sites like Facebook, Twitter, and StumbleUpon, and select a default pre-made or custom footer for your newsletters.
     • Integrated Network – Options for communicating between JBA Network sites and your email newsletter and email marketing account.
     • Subscriber Information – Choose email lists (Subscriber Categories) and contact information fields (Subscriber Data) options when someone subscribes.
     • Subscription Preferences – Choose what happens after someone Subscribes, Unsubscribes, or Confirms their email address.
  8. Mission Control – Enterprise Solutions for large organization email marketing.
• My Newsletters – Our templates take you Step-by-Step through the email newsletter (email marketing) creation process. Create, Edit, Preview, Schedule, Send, Publish-to-Web, Delete or Archive your newsletters at any time.
  • Quick Start with My Newsletters
    • How do I start editing my email marketing?
    • How many newsletter drafts can I have?
    • FAQ List for Create Email Marketing, Templates, Rich Text Editor
    • How do I send my email message?
    • FAQ List for Send Email Marketing, Delivery/Deliverability, Autoresponder Options
  • My Quick Links – Links to commonly accessed or recommended features.
  1. View Newsletters
     • Filters for View Newsletters
       • All Newsletters
       • Sent Newsletters
       • Draft Newsletters
       • Scheduled Newsletters
       • Archived Newsletters
     • Actions for View Newsletters
       • Send – Use this action to Schedule and Send your newsletters.
       • Icon Key for My Newsletters
       • Info
       • Copy
       • Preview
       • Delete
       • Publish
       • Unpublish
       • Archive/Unarchive
       • Convert to Raw HTML
       • Welcome
     • Status for View Newsletters
  2. Create Newsletter
     • Select Template
     • Select Template Border Style
     • Name
     • Email Sending Options
     • Content Options
     • Editor
     • Preview
     • Review
  3. Auto-Series
  4. Instant Import
  5. Surveys
• My Subscribers – Add and Manage your Subscriber Email Lists.
  • Quick Start with My Subscribers
    • How do I add an email newsletter subscriber?
    • How do I export my email list from other software?
    • How do I import my opt-in email list?
    • How do I grow my opt-in email lists?
    • What is a CSV file?
    • How do I upload a CSV file to Add, Update or Clean Subscribers?
    • FAQ List for Add Email Addresses, Email Lists, Subscribers
  1. Categories
  2. Search Subscribers
  3. Add Subscribers
  4. Remove Subscribers
  5. Update Subscribers
  6. Manage Bounces
  7. List Cleaner
• My Reports – Track Surveys and Newsletters. View statistics and Create Segmented Subscriber Lists.
  • Quick Start with My Reports
    • How do I track my email marketing?
    • What is the email campaign's Email Open Rate?
    • What is email campaign Link & Click Tracking?
    • How do I create email lists based on reports?
    • Which email marketing reports are available?
    • How do I customize email tracking reports?
    • How can I see which email programs my subscribers use?
    • FAQ List for Track Email Marketing, Reports, Analytics, Statistics
  1. Email Campaign Reports
     • Sent Newsletter Reports
     • Sent Newsletter Detailed Report
  2. Auto-Series Reports
  3. Survey Reports
  4. Manage Bounces
• More Features – More Tools for your email marketing and email newsletters.
  • Quick Start with More Features
    • How do I create reusable content?
    • How do I customize my email list signup process?
    • How do I customize my automated emails?
    • How do I customize my email lists using surveys?
    • FAQ List for More Features, Personalization, Library, Auto-Responders, Auto-Series, Instant Import, Surveys
  1. Personalization – Customize Subscriber Pages, Email Notifications, Links and Signup Forms for your website.
     • Signup Builder – Create customized Secure-Subscribe forms and links for website and profile pages.
     • Publish-to-Web Profile – Create your Publish-to-Web eNewsStandOnline Profile to build your opt-in email lists, search marketing and online marketing traffic.
     • Custom Branding – Select custom colors and account logo for tools used by your subscribers.
     • Subscription System – Customize your hosted subscription forms.
     • Confirmation Emails – Customize subscriber confirmation emails.
     • Forward to a Friend – Customize your forward to a friend page.
     • Custom Contact – Add contact photo or custom HTML to your newsletter templates.
  2. Library – Save and edit reusable newsletter content.
  3. Auto-Responders – Create an automatic single email Auto-Responders for your website.
  4. Auto-Series – Create one or more Auto-Series using saved newsletters.
  5. Instant Import – Pull shared newsletters into your account to edit and send.
  6. Surveys – Create a trackable Survey and add it to your newsletter, or post it online.
  7. Help with Animated GIFs – Resources for animated newsletter content.
• Help Center – You are currently viewing the MyNewsletterBuilder Help Center.

Contact Live Support

MyNewsletterBuilder is here to support you. If you are not finding the help you need through on-page help and this help directory, please contact us:

• Chat – Click the LiveSupport button, Monday through Thursday, 7 AM – 10 PM EST/EDT, and Friday, 7 AM – 9 PM EST/EDT
  • We provide personal help through a Live Chat window on your computer screen.
  • Our LiveSupport button is located in the top right corner of each web page.
  • If the Live Chat system is busy or unavailable, your message will be sent by email.
• Phone – Call us at 1-877-FLY-JBA8/1-(877)-359-5228, Monday through Thursday, 7 AM – 10 PM EST/EDT, and Friday, 7 AM – 9 PM EST/EDT
• Email – Send email to support@jbanetwork.com
• Web Form – Contact support using our Web-based Email Form

We provide Live Support 15 hours a day weekdays excluding major holidays. We also check support emails at night and over the weekend. Inquires received after 10 PM EST/EDT (after 9 PM EST/EDT on Fridays) are responded to via email as soon as we have answers to your questions.

Please include your name, username and contact information when you contact Live Support.

If the issue is related to a specific newsletter, please provide the name of the newsletter, the web browser version and the operating system (Windows Vista, for example), and a description of the steps to take to reproduce the issue. This small amount of information allows us to see what you are seeing and address your concerns as promptly as possible.

Yes, we provide Live Support for Free Trial customers. If you do not have an account with MyNewsletterBuilder, the best way to find out how easy it is to create your email marketing is to start your Free Trial today.