Internet Survey Software Review Criteria

There are a lot of excellent internet web interviewing packages out there. Since it is unlikely that I will personally have time to review, compare and contrast every one of them, I’ve compiled some of the criteria I consider when evaluating internet survey software systems including questions I ask about basic capabilities, advanced survey related capabilities, design/development features, user experience related elements, response management capabilities, reporting capabilities, pricing, system requirements and available support and training. This list of questions is still growing and I will add to it as appropriate.

Basic Capabilities

  • Does it offer all of the basic question types?
    • Single selection (choose one — radio button, drop-down listbox)
    • Multiple selection (choose many — check box, listbox)
    • "Other: Specify" box for choose one, choose many
    • Single checkbox (check if true)
    • Rank order
    • Multiple question tables
    • Scale matrix (rating questions)
    • Fill in the blank (text, number, date)
    • Essay questions
  • Does it offer any special/unique question types?
    • Ranking questions?
    • Clickable image questions
  • Does it offer response validation?
  • Does it offer integrated spell-check?

Advanced Survey Capabilities

  • Does it support branching?
  • Does it support dynamic branching? (same page hiding of responses)
  • Does it support piping to questions?
  • Does it support piping to responses?
  • Can you pre-populate data?
  • Is there a software development kit?
  • Does it allow you to include you own question-based help?
  • Does it allow you to randomize the order of questions in a matrix?
  • Does it allow you to randomize the order of answers?

Design/Development

  • How easy is it to create a survey?
  • How long does it take?
  • Can you import surveys from other sources like text files or word documents?
  • Can you save and reuse design templates?
  • To what degree can you include images?
  • Will it allow multiple questions per page?
  • Will it allow multiple pages?
  • Can you change the font face, font size, color etc of questions & answers?
  • Does the designer control how questions are broken up from page to page?
  • Does it come with pre-written survey templates for specific situations?
  • Does it come with pre-designed survey shells/styles?
  • Does it offer a test/debug mode for surveys?

Advanced Design/Development

  • Can you embed audio, video and Flash?
  • Will it maintain a question library?
  • Will it maintain a scale library?

User Experience (Look and Feel)

  • Can respondents save or print their responses?
  • Can users go back to earlier responses?
  • Is there a progress indicator?
  • Can surveys be saved and finished later?

Response Management

  • Can you limit the start/date periods of the survey?
  • Can you limit the total number of responses for each survey?
  • Can you change/republish surveys?
  • Will it send out e-mail invitations? HTML and/or text?
  • How are respondents added to the system?
  • Does it offer mail-merge functionality?
  • Will it let you re-send out invitation to people who haven’t answered yet?
  • What kind of respondent authentication is there?
  • Can you edit/delete individual responses?
  • Can you edit/delete multiple responses by criteria?
  • Can the system ensure each respondent only answers once?
  • Will the survey save (and report) on partial responses?

Reporting Capabilities

  • Does it offer web/based reporting and analysis?
  • Will it generate cross-tabs?
  • Will it generate charts and graphs?
  • To what degree can the reports be customized?
  • Can you publish reports directly to the web?
  • Will it re-publish report results at scheduled intervals?
  • Can you filter the built-in reports by criteria of your choosing?
  • Can you filter the reports by collection date range?
  • Can you access the data directly from Microsoft Excel?
  • In what formats can you export the data?

Account Management

  • Can multiple users share the system/account?
  • Can individuals have their own accounts? Is it possible to share data?
  • Is it possible to require surveys to be approved before they are deployed?
  • Can the survey management interface be re-branded?

Pricing/Cost

  • How much does it cost (100 responses, 50,000 responses)?
  • What add-ons are available?
  • What is the annual maintenance cost?
  • What does training cost?
  • What kind of payment do they accept? Purchase orders?

System Requirements/Security

  • What kind of hardware is needed for the software to run effectively?
  • What operating system does the program run on?
  • How much bandwidth is required?
  • How many respondents can take the survey simultaneously?
  • Are survey session encrypted (SSL)?
  • Is collected survey data encrypted?
  • How often is the data backed up?

Support/Help/Training

  • What kind of support is available?
  • Does it offer some kind of tutorial or learning center?
  • Will they develop the surveys for you?
  • What kind of training do they provide?
  • What kind of custom development options are available?

Vendor Selection

  • Where is the company based?
  • How long have they been in business?
  • Who are some of their other clients?
  • Is there a demo of the software available?
  • Do they have active samples you can look at?
  • Will they do a live demo?

Related Categories & Tags

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