Most survey software systems offer the ability to send out invitations to your potential respondents on your behalf. But how many of the e-mails actually get through, and how many end up in the spam folder? If there is one thing I’ve learned over the years, you can’t assume that your survey software provider will offer the same level of e-mail deliverability management as an e-mail vendor. (more…)

Julie Lemaster, an MBA student at the University of California- Riverside, has written an interesting paper (which is posted to the Sloan Center for Internet Retailing web site) entitled "Online Panel Management and Strategies: An Introduction for Managers." It is an introductory guide to managers who have been asked or have decided it is time to start looking into online market research for their companies.

Lemaster contrasts full-service providers, such as M/A/R/C and SSI against complex and potentially expensive "self-serve" packages from Confirmit, Globalpark, GMI, and SurveyZ to low cost providers such as QuestionPro, Survey.com, SurveyMoney, and Zoomerang.

The abstract of the paper summarizes it as providing…

"…an introductory guide to managers who have been asked or have decided it is time to start looking into online market research for their company.  The size of the company you work for does not matter, as we will discuss several methods that can be used for any size company or investment level.  This paper is for managers who want to quickly learn the basic issues of online market research panels.  It will also be useful to managers who need to become familiar with some of the major providers of online panel management."

In addition to reviewing the providers and the various strategies for organizing your panel, Lemaster discusses a variety incentives that can be used to motivate and retain participants, such as lotteries, bonus points, and raffles.

• Online Panel Management and Strategies: An Introduction for Manager

Let’s face it: an online survey is, at its heart, simply a collection of forms. Super long forms with many pages and twisty questions yes, but still forms. And built into the very architecture of the world wide web are the tools that are needed to build forms (and ultimately, surveys). So what is the point of building a service that’s only point is to build forms? Who would use it?

Enter Wufoo.com, the Web 2.0 answer to online forms. Creating forms has really never been so easy or so much fun. Or so much fun to look at. Or so smooth. As someone else pointed out somewhere else, this service makes you wish you had a need for a form so that you could use Wufoo to build it. It really is that neat.

Can you make surveys using Wufoo? Not really. I mean, I suppose if you had a really simple survey that you wanted to execute, you probably could. It does let you do multiple choice questions, open-ended questions, and single-response questions. It even has special fields that help respondents enter prices, addresses, e-mail addresses and dates (all of the things one might regularly enter in a form). But there are also a lot of survey-related things that it doesn’t let you do, like create multiple pages, or validate responses in a meaningful way (other than to require the fields). I would hazard to say that as far as survey capabilities go, SurveyMonkey and Zoomerang have more features, as well as libraries of templates you can use to get you started. These are, after all, programs that were specifically designed to help you create surveys.

One thing that was a little annoying — I spent about five minutes designing a form and clicked the "Themes" button to make it look extra pretty — only to discover that my form had completely disappeared! I had assumed that my changes were being saved as I went and never even noticed the "Save Form" button at the bottom-right corner of the page. Make sure you push it when you are done or your simple survey will end up be simpler than you intended. And then you’ll have to start over from scratch.

With that said, I wish SurveyMonkey, Zoomerang, and even the package I use, GMI Net-MR, would take a page from the Wufoo design/survey development book and create an interface that is as fun and as easy to use. I would get a lot more work done.

Wufoo offers a variety of pricing plans, ranging from free accounts (the "gratis" plan) which lets you create 3 forms with up to 10 fields each and accept up to 100 entries a month. The next plan up (the "ad hoc" plan) costs only $9 a month and allows you to have up to 10 forms with an unlimited number of fields and accept up to 500 entries. There is also the "bona fide" account (unlimited forms, 3000 responses a month), the "carpe diem" plan (15,000 responses a month) and the "ad infinitum" plan (no limits, total cost is $199 a month).

And if you are trying to create an online form to collect data, and don’t want to mess around with the basic HTML building blocks, and if you want the chance to play with the newest and greatest of what’s out there, then give Wufoo a try.

• Wufoo.com

A couple of days ago Richard Kassiasieh of Kassblog posted an interesting commentary about Markettools’ Zoomerang product in which he expressed some concern not about the functionality of the service (which he thought was pretty straightforward) but about the branding, pricing, and control one loses over data by using an outside resource.

In terms of the branding, Richard was concerned because the free version of Zoomerang ends with a message inviting respondents to use the system to create their own services, and one could argue that this would be somewhat unprofessional-looking way for a "real" company to end an exchange with a customer (although to be fair, a company that at least goes to the trouble to collect feedback from customers — even free online software — is much better than all of those companies that don’t collect any feedback at all). And to be completely fair, the paid version of Zoomerang does allow you to remove the branding.

But Richard raises a good point — if you are going to go to the trouble of collecting invaluable data from your customers, you at least owe it to yourself to use a process where you control the look and feel of the experience from beginning to end (which, I should again point out, is possible using the paid version of Zoomerang. But even there you need to make sure you change the settings appropriately and test your survey to make sure it looks exactly as you want it to look).

Richard’s second point is that services such as Zoomerang store your data on their servers. This is, of course, true for all web-based survey systems and there is no getting around it unless you only use survey software installed on your own computers that are maintained in your own facilities. You can to some degree mitigate the risk by making sure you understand the level of security and regular backup procedures of the company that you choose to use for your survey research.

Zoomerang doesn’t say precisely how your data is stored other than to indicate that information on members and panelists are stored in "secure databases" protected by passwords, and that data from surveys is stored at "a secure hosting facility with both physical and software-based security systems." For most people, this probably sounds secure enough but if you want to know more and if security really is a concern you may want to contact the provider before you start your survey.

Data retention policies are also important to consider. For example, if you use the free version of Zoomerang they say that your data will only be saved for 10 days following the start of the survey. The impression I get is that they do retain it longer than that and it can be accessed again if you sign up for a paid account, but it is always important to understand the data retention policies before you get started as well as whether or not it will be easy for you to download your data in a managable format when you are finished. Richard expressed concern that Zoomerang only allows a flat file format — well, I think for most people that is probably enough. There are a few services that will allow you to download your survey into a relational file format (such as an Access data file), but these services tend to cost more and frankly I’m not sure what most researchers would ever do with the data in that format anyways. SPSS takes only flat files.

Finally Richard raises the question of cost and why there aren’t more open-source alternatives. He speaks the truth when he notes that survey software isn’t really that hard to write and to that I really don’t have that much of an answer. I imagine it will happen eventually.

• Read Richard’s article about Zoomerang at Kassblog

Zoomerang recently announced the creation of a new "Education Resource Center" which will provide practical tips and best practices to educators interested in revitalizing their academic initiatives. The program, which is closely integrated with Zoomerang’s online survey service, is designed to give educators the tools they need to use survey research to drive curriculum decisions and increase student performance; incorporate faculty imput into the decision-making process while increasing teacher satisfaction; and eliminate cumbersome paper processing allowing educators to spend more time on classrom development.

Visit the Zoomerang Education Research Center

Read the full press release at Yahoo Business