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First Time Users - How to set up eSurvey

Congratulations, if you are reading this is because you successfully downloaded and installed eSurvey in your Blackberry. This guide assumes a "clean" installation and not an "upgrade" from a previous version.

1 ) This guide is only intended to help you to configure the application and get started to take surveys right away. For detailed instructions on how to work with the application, please visit our web site support section or join us on a FREE one our training session every Tuesday . Click here to Register

How to Set Up your Account :

2 ) Start the Application eSurvey which should be located in your Downloads Folder - we strongly recommend to move the application icon to the Home screen

3 ) Start the application

Select " FREE VERSION " to get started right away with eSurvey. 

Cloud Mobile Forms released a fully functional FREE version ( not a trial ) that will allow up to 5 questions and enable your mobile workforce to gather information, take pictures, record voice notes, grab the actual time, date and location of an activity, scan a bar code, and make sense of the results by applying it to the task at hand.

Click here to learn more about our different plans.

If you want to Upgrade to our Enterprise Version - please click here . 

4 ) Roll to “ Settings” and hit enter

5 ) Roll to “Mail Account”  field , hit enter and from the menu select the e-mail account you want to use to send out e-mails with survey results. Select from drop-down menu  and hit enter for your option

6 ) Roll to “ Connection Type “ , hit enter and select from the menu the kind of connection that you would like to use to transmit data . You can use this feature to choose a specific option if you want to restrict which connection methods the application will try to use.

Please refer to our web site FAQ to learn all other options . Click here for more info. 

By default - please select  "BIS-B Transport"  option.

Hit the ESC key ( back arrow ) to save your settings.

7 ) Roll to “Service Settings” and hit enter.

A Service is basically the channel or delivery carrier that you would like to use to release your survey data and reports.

• You can send your data and reports by e-mail.
• You can send your data and reports to your Box.net cloud.  ( Click here for FREE account )
• You can send your data to your social networks such as Twitter and Facebook or 
• you can send your data and reports to your own backend with web services ( customization required )

9 ) Select “Add Mail “

10 ) On this screen type the name that you would like to give to this service for further reference

11 ) Roll to “e-Mail Address “ and enter the e-mail address that your would like to send the results of your survey/form ( recipient of the survey or form ) .

12 ) Roll to Save and hit enter

Congratulations - you have set up your first Service

Now you can start to create surveys or forms and eSurvey will send ( release )  all data feeds and reports to this e-mail address and/or other services you choose. 

To instruct eSurvey where to send the survey/form results please remember to review "Survey Settings" after creating your survey/form - Please click here for more info. 

For learning how to set your Twitter or Box.net services please refer to our online instructional videos.

• Click Here to learn how to set up a Twitter  Service
• Click Here to learn how to set up a Box.net Service

13 ) Once your settings are saved go to the main screen and roll to Create Survey option

14 ) Press the menu button and then choose “ Create New Template “

15 ) Name your Survey , roll to “Create Survey” and hit enter.

Congratulations , now you are ready to create your survey

16 ) From here forward you will realize how simple and easy is to work with eSurvey.

Just roll over to “Add a Question” and hit enter .

17 ) Please visit our online support videos to learn in detail how to create each kind of question.

Click here to Learn How to Add Questions

Once your survey is done and saved go back to the Create a Survey list , scroll down to the name of your survey , press the MENU key and choose "Survey Settings".

This is probably the most important part of your survey design

Check mark each option that applies as follows :

A ) Execute Recursive Survey - use this option when collecting data that can be consolidated on a csv file and does not need individual transmission for each survey or form 

B ) Notify about survey end - use this to enable automatic survey transmission after batch data is collected.  Default setting - every 25 cycles , eSurvey will send a consolidated CSV file and start a new file.

If you want to end a survey sooner, just cancel the survey at any moment and all preciously gathered data will be consolidated and transmitted on a CSV file

C ) Send Result by E-mail - will turn on or off the option of sending every single survey cycle by e-mail to the declared e-mail address on the Service configuration

Scroll down to " Select an e-mail account ..." click and select which e-mail recepient will be receiving the data feeds and reports.

You can later select not to send any data feeds or reports to this account but to only notify the recepient that a survey or form has been filled up and transmitted. 

D ) Send survey details with e-mail - this option will include in the e-mail body, a Structure Text report ( questions and answers ) of all data collected 

F ) Include Excel CSV file - will turn on / off the option of sending CSV files with e-mail  

G ) Send media as attachment - will give you the option to include all other captured multi-media files ( GPS, voice and pictures ) with the e-mail

H ) Service - will instruct which Cloud service will be used to upload data ( Box.net requires a separate license - ask your customer care representative about how to get a FREE Box.net account ) 

I )Enable Upload - will turn on / off the option of uploading data into your cloud or other service.  Once your options are selected, roll to “save” and save your options

Press the ESC key and go back to the main screen

Congratulations - you can now engage and collect information with your new Survey or Form

Roll to “ Run Survey “ - scroll down to your particular created survey and hit the Enter key to start your Survey

For additional instructions please visit our Online Instructional Videos at www.CloudMobileForms.com

Last updated on August 31, 2010 by Ariel Segall