An Integration is a powerful connector that allows the Alchemer platform to work together with third-party platforms. These connectors allow Alchemer users to wire feedback into the core of their business, using the systems they use every day. Learn how to automate the pull and push of data behind-the-scenes in your Alchemer account in these three informational courses: 

• Introduction to Integrations 
• Integrations: Use Cases 
• Salesforce Integration: Building an Example  

Introduction to Integrations 

By the end of this course, you will be able to: 

• Define the functionality of Integrations 
• List the available Integrations in the Alchemer platform 

Integrations: Use Cases 

By the end of this course, you will be able to:  

• Identify use cases for Integrations within Customer Experience programs  
• Identify use cases for Integrations within Sales Motion processes  
• Identify use cases for Integrations to automatically manage and store data 

Salesforce Integration: Build an Example 

By the end of this course you will be able to:  

• Complete the tasks needed to connect the Salesforce Integration with the Alchemer Platform  
• Build a Salesforce Integration Pull Action  
• Build a Salesforce Integration Push Action  
• Complete a Salesforce Integration workflow 

New! Alchemer University Feedback Survey 

We are looking for feedback on your Alchemer University experience so far. The survey can be found within the Integrations Program or accessed directly here:  https://survey.alchemer.com/s3/6524041/integrations 

Since the first program was released in early 2020, over 39,000 Alchemer users have successfully enrolled and participated in AU Courses to increase their knowledge and usage of the application. Check out our other programs as well: 

• Beginning Essentials Level 1 
• Beginning Essentials Level 2 
• Account Administration 
• Building Advanced Questions
• Actions  
• Logic 
• Style 
• Email Campaigns 
• Distribution 
• Managing Responses 
• Reports 
• Exports 
• Tools: Translations and Quotas 
• Passing Data 

The post Alchemer University Teaches You How to Integrate Applications appeared first on Alchemer.

When you’re building a survey, assessment, or registration form, it’s nice to have a guide to help you pick the right questions to ask. That’s why Alchemer includes a Question Type Cheatsheet to help you build the best survey each time.

You can find the Cheatsheet when you go to choose your question type for a survey.

Simply click the Try the Question Type Cheatsheet in the green bar when selecting your question type. The Cheatsheet will show you how all of the question types appear, not just those for your level of subscription.

To navigate through the Cheatsheet faster, you will find a table of contents on the left-hand side.

You can explore the different question types available now. Alchemer offers 43 question types in the Full Access subscription, 27 in Professional, and 25 in Collaborator (the next closest competitor only offers 22).

You can explore question types from the different subscription levels with the Question Type Cheatsheet. For example, Audio Sentiment and Conjoint are two question types only available with Full Access.

Grouping allows you to invite people to select from a long list, without it seeming like a long list. For example, car make, model, year allows you to control responses while not exhausting your respondents.

Sliders allow you to give people a more nuanced range of choices– so they can score something as above average, but not great.

Rating/Scale questions are perfect for satisfaction surveys of all kinds. You can also use this to assess sentiment and preference.

Max Diff and Semantic Diff allow researchers to discover what people truly prefer by comparing best and worst scores to get a ranking. You can learn more by reading the blog, Making Analytical Comparisons: Max Diff

With all of the question types in the Cheatsheet, you can click the link on the right side of the Cheatsheet to use that question type in your survey. It’s just one click.

To try Alchemer for yourself, start a free trial here.

The post Discover the Question Type Cheatsheet appeared first on Alchemer.

By Alli Milne and Andrew Sturtz   

One of the most powerful aspects of Alchemer is the ability to pass data between projects and systems. This allows you to pass data within and outside Alchemer to improve the respondent experience, simplify workflows and enhance data analysis.  

Learning how to pass data allows you to know exactly who a respondent is without ever asking them to provide their name or email. It also makes it easy to personalize emails or project questions, so the entire experience feels customized to the individual respondent.  

With Alchemer, you can pass data from project to project or from the Alchemer platform to or from third-party systems, such as a CRM or email marketing tool. The Passing Data program includes four courses to help users pass data in and out of Alchemer using Merge Codes, URL Variables, and Hidden Value Actions. 

The new course includes four lessons:  

• Introduction to Passing Data 
• Passing Data: Leading Practices 
• Passing Data: Use Cases 
• Passing Data: Building an Example  

Course 1: Passing Data 

By the end of this course, you will be able to: 

• Identify the purpose and benefits of passing data 
• List the leading practices for passing data 
• Identify use case examples for passing data 
• Build a project that includes features to pass data 

New! Alchemer University Feedback Survey  

We are looking for feedback on your Alchemer University experience so far. Please take our survey within the Reports Program, or click here.

Alchemer University Keeps Growing  

Since the first program was released in early 2020, more than 34,000 Alchemer users have successfully enrolled and participated in AU Courses to increase their knowledge and usage of the application. Check out our other programs as well:  

• Beginning Essentials Level 1  
• Beginning Essentials Level 2  
• Account Administration  
• Building Advanced Questions  
• Actions   
• Logic  
• Style  
• Email Campaigns  
• Distribution  
• Managing Responses  
• Reports  
• Exports  
• Tools: Translations and Quotas 

The post Learn How to Pass Data to Improve Your Customer Experience appeared first on Alchemer.

By Alli Milne and Andrew Sturtz  

Global research, such as exploring new markets, often means talking to people in a language other than English. Sometimes it also means setting different kinds of quotas so that you get the right mix of respondents for your research.  

To help you translate and set quotas, Alchemer University launched a new program on June 30, 2021 – Tools: Translations and Quotas. 

This program includes two courses to help users build and launch multilingual projects, and to add different types of quotas into projects. The Text and Translations Tool removes boundaries from collecting data from multilingual audiences.  

The Quotas Tool allows users to set limits on the desired number of responses captured according to defined conditions. This is important when you include an incentive and want to limit the number of responses, or you want to get an even distribution of respondents across conditions for a market research study. 

New courses include: 

• Course 1: Text and Translations 
• Course 2: Quotas 

Course 1: Text and Translations 

By the end of this course, you will be able to: 

• Translate a project into multiple languages  
• Understand the different options for adding multiple languages 
• Share multilingual projects   

Course 2: Quotas 

By the end of this course, you will be able to: 

• Identify the different types of quotas and how to best use them 
• Set quotas for total responses, logic segments, and links  
• Review and monitor project quota information 

New! Alchemer University Feedback Survey 

We are looking for feedback on your Alchemer University experience so far. Please take our survey within the Reports Program, or click here:  https://survey.alchemer.com/s3/6314076/tools 

Alchemer University Keeps Growing 

Since the first program was released in early 2020, more than 32,000 Alchemer users have successfully enrolled and participated in AU Courses to increase their knowledge and usage of the application. Check out our other programs as well: 

• Beginning Essentials Level 1 
• Beginning Essentials Level 2 
• Account Administration 
• Building Advanced Questions 
• Actions  
• Logic 
• Style 
• Email Campaigns 
• Distribution 
• Managing Responses 
• Reports 
• Exports 

The post Reach More People in Their Language appeared first on Alchemer.

By Alli Milne and Andrew Sturtz 

When you need to export survey data from Alchemer, how you export it can save you a lot of time before your final analysis. While reports provide an aggregated view of the data, along with ways to visualize the data (such as charts and summary tables), exports provide a raw form of the data. Exports allow you to view all of the responses individually, rather than as an aggregated view. 

Exports are mostly used to import the raw data into other third-party systems or databases, such as your CRM (like Salesforce), data lakes, or analysis solutions such as SPSS, Microsoft Excel, or Business Intelligence solutions (such as Tableau or PowerBI). 

These new courses will help you export data for ease of use and viewing.  

The new Exports Courses include: 

• Course 1: Overview of Exports 
• Course 2: Project Elements in Exports 

Course 1: Overview of Exports  

By the end of this course, you will be able to:  

• Understand the use case and functionality of Exports  
• Customize a CSV Export  
• Share an Export  

Course 2: Project Elements in Exports  

By the end of this course, you will be able to:  

• Identify how the data from different question types populates in Exports  
• Identify how Reporting Values and Aliases populate in Exports  
• Identify how Piped Data populates in Exports  

New! Alchemer University Feedback Survey  

How are we doing? We’re looking for feedback on your Alchemer University experience so far. If you’ve taken a course, let us know how useful it was by completing the survey within the Reports Program, or you can click here to take it now:  https://survey.alchemer.com/s3/6314076/exports  

Start learning what’s possible 

Since the first program was released in early 2020, more than 23,000 Alchemer users have successfully enrolled and participated in AU Courses to increase their knowledge and usage of the application. Check out our other programs as well:  

• Beginning Essentials Level 1  
• Beginning Essentials Level 2  
• Account Administration  
• Building Advanced Questions  
• Actions 
• Logic  
• Style  
• Email Campaigns  
• Distribution  
• Managing Responses 
• Reports 

The post Alchemer University Improves Your Export Game appeared first on Alchemer.

By Alli Milne and Andrew Sturtz 

Regardless of how much work and thought went into your project setup and launch, all that effort could fall flat without effective analysis and reports. Fortunately, Alchemer offers excellent reporting capabilities that often get overlooked. To help you see what’s possible, Alchemer University has developed 8 new courses to help you and your team create and customize reports and improve your analysis.  

The new courses include: 

• Course 1: The Standard Report  
• Course 2: Open Text Analysis  
• Course 3: Filtering and Segmenting Reports  
• Course 4: Styling Reports  
• Course 5: Sharing Reports  
• Course 6: Longitudinal Reporting  
• Course 7: Crosstab Reporting  
• Course 8: Specialty Reports 

Course 1: The Standard Report  

By the end of this course, you will be able to:  

• Identify the default elements of a Standard Report  
• Customize the Report Options of a Standard Report   
• Bulk edit a Standard Report  
• Customize an individual report element  
• Identify the chart associated with data collected from various question types  
• Insert a Report Element into a Standard Report  

Course 2: Open Text Analysis  

By the end of this course, you will be able to:  

• Define the benefits of using the Open Text Analysis Tool   
• Use the Open Text Analysis tool to analyze open text answers  
• Insert an Open Text Analysis element into a Standard Report  

Course 3: Filtering and Segmenting Reports  

By the end of this course, you will be able to:  

• Filter a report to hide or show specific data  
• Identify use cases for filtering reports  
• Segment a report to compare data side by side  
• Identify use cases for segmenting reports  

Course 4: Styling Reports  

By the end of this course, you will be able to:  

• Add style to a report  
• Save a Report Theme to your account  

Course 5: Sharing Reports  

By the end of this course, you will be able to:  

• Define the functionality of a Shareable Report Link  
• List the options for sharing a report  

Course 6: Longitudinal Reporting  

By the end of this course, you will be able to:  

• Define the purpose of longitudinal reports  
• Add and customize longitudinal charts  

Course 7: Crosstab Reporting  

By the end of this course, you will be able to:  

• Define the purpose of Crosstab Reports  
• Set up a Crosstab report  
• Define Crosstab Totals  
• Identify elements within a Pearson’s Chi-Square  
• Identify elements within a Fisher’s Exact Test  

Course 8: Specialty Reports  

By the end of this course, you will be able to:  

• Define the purpose of a Fall-Off Report  
• Describe the purpose of a TURF Report  
• Describe the purpose of a Profile Report  

New! Alchemer University Feedback Survey  

We are looking for feedback on your Alchemer University experience so far. The survey can be found within the Reports Program, or accessed directly here:  https://survey.alchemer.com/s3/6314076/reports  

Get Results with Alchemer University 

Since the first program was released in early 2020, over 23,000 Alchemer users have successfully enrolled and participated in AU Courses to increase their knowledge and usage of the application. Check out our other programs as well:  

• Beginning Essentials Level 1  
• Beginning Essentials Level 2  
• Account Administration  
• Building Advanced Questions  
• Actions   
• Logic  
• Style  
• Email Campaigns  
• Distribution  
• Managing Responses 

Login to your Alchemer account today to start learning with Alchemer University. All of these classes are free with a paid subscription. You’ll find them under Alchemer University at the bottom of the left nav bar. 

The post Alchemer University Helps You Deliver Reports Worthy of Your Data appeared first on Alchemer.

By Alli Milne and Andrew Sturtz  

On March 31st, Alchemer University launched a new program:  Managing Responses. Managing responses effectively helps you get the most out of each survey you field. 

The Managing Responses Program includes three courses to help users customize and organize responses so you can readily view and understand pertinent data without creating a report or export. 

New courses include:  

• Course 1: The Individual Response Grid 
• Course 2: Viewing Individual Responses 
• Course 3: Tools to Manage Responses 

Course 1: The Individual Response Grid 

By the end of this course, you will be able to: 

• Navigate to the Results Menu and describe the three primary ways to view data 
• Identify the elements of the Individual Response Grid 
• Customize the Individual Response Grid 

Course 2: Viewing Individual Responses 

By the end of this course, you will be able to: 

• Identify the elements of the Data Tab 
• Identify the elements of the Details, Action Log and Data Quality Tabs within an individual response 

Course 3: Tools for Managing Responses 

By the end of this course, you will be able to: 

• Edit an individual response 
• Add a tag, comment, and quote to an individual response 
• Delete responses 
• Bulk edit individual responses 

Since the first program was released in early 2020, more than 21,000 Alchemer users have successfully enrolled and participated in AU Courses to increase their knowledge and usage of the application.  

You can find Alchemer University courses in the left-hand navigation.  

Check out our other programs as well: 

• Beginning Essentials Level 1 
• Beginning Essentials Level 2 
• Account Administration 
• Building Advanced Questions 
• Actions  
• Logic 
• Style 
• Email Campaigns 
• Distribution 

The post Alchemer University Unveils Managing Responses Courses appeared first on Alchemer.

By Alli Milne and Andrew Sturtz 

On February 26, Alchemer University launched a new program on the subject of Distribution. This program includes seven courses to help you identify the best mix of distribution methods to reach multiple groups of respondents, increase response rates, and keep all the data in one project.  

New courses include:   

• Course 1: Distribution Overview  
• Course 2: Testing Your Survey  
• Course 3: Distribution Links  
• Course 4: On-site/Offline Distribution Options  
• Course 5: Embedding Survey Options  
• Course 6: SMS Campaigns  
• Course 7: Social Media Distribution Options  

Course 1: Distribution Overview  

By the end of this course, you will be able to:  

• Navigate to the Share tab and define its primary function    
• Describe what the Primary Link is and its limitations   
• Describe what a Tracking Link is and its benefits during survey distribution   
• Locate the Source Tracking section of the Share Tab and describe its primary function  

Course 2: Testing Your Survey  

By the end of this course, you will be able to:  

• Navigate to the Test tab and define its primary function    
• Describe how the fatigue score and accessibility score can help assess the length of a survey   
• Describe how clicking the “Generate Test Data” button can help test a survey   
• Describe how clicking the “New Test Response” button can help test a survey    
• Describe how clicking the “Invite Others to Test” button can help test a survey  

Course 3: Distribution Links  

By the end of this course, you will be able to:  

• Define the purpose of a primary link  
• Define the purpose of a tracking link  
• Add a URL variable to a distribution link  
• Customize the advanced settings of a distribution link  
• Filter and segment data by distribution links in reports  

Course 4: On-Site/Offline Distribution Options  

By the end of this course, you will be able to:  

• Download a survey for offline use  
• Print a QR Code  
• Launch a survey in Kiosk Mode  

Course 5: Embedding Survey Options  

By the end of this course, you will be able to:  

• Embed a survey  
• Build a website intercept survey  

Course 6: Email and SMS Campaigns  

By the end of this course, you will be able to:  

• Build an SMS campaign  

Course 7: Social Media Distribution Options  

By the end of this course, you will be able to:  

• Post a survey to social media  

Growing Success 

Since the first program was released in early 2020, over 21,000 Alchemer users have successfully enrolled and participated in AU Courses to increase their knowledge and usage of the application.  

Check out our other programs as well:  

• Beginning Essentials Level 1  
• Beginning Essentials Level 2  
• Account Administration  
• Building Advanced Questions  
• Actions   
• Logic  
• Style  
• Email Campaigns 

The post Alchemer University Debuts Distribution Classes appeared first on Alchemer.

On January 29th, Alchemer University launched a new program: The Email Campaigns Program. This program includes four courses to help users understand the functionality and benefits of using Email Campaigns as a distribution method. This program lists the various benefits unique to email campaigns, walks users through the process of building Email Campaigns, and teaches you how to automate the project delivery and follow up process. This is a great course for anybody who is sending projects to groups of respondents with a predefined email contact list.   

The new courses include:   

• Course 1: Sending Projects via Email 
• Course 2: The Campaign Designer 
• Course 3: Contacts
• Course 4: Sending Email Campaigns  

Course 1: Sending Projects via Email  

By the end of this course, you will be able to:  

• Identify the benefits of using an Email Campaign as a distribution method   
• Identify the four steps involved in building an Email Campaign   

Course 2: The Campaign Designer  

By the end of this course, you will be able to:  

• Customize Email Campaign messaging   
• Add style to an Email Campaign   
• Add follow up messages to Email Campaigns   

Course 3: Contacts  

By the end of this course, you will be able to:  

• Upload a contact spreadsheet to an Email Campaign   
• Select an Existing Contact List for Email Campaign distribution   
• Manually enter a Single Contact to an Email Campaign   

Course 4: Sending Email Campaigns  

By the end of this course, you will be able to:  

• Test an Email Campaign   
• Send an Email Campaign  
• View Email Campaign Delivery Statistics   
• Export contacts with a Send Status   
• Use Email Campaign links to distribute via a third party system    

Join the Growing Group of Grads 

Since the first program was released in early 2020, over 19,000 Alchemer users have successfully enrolled and participated in Alchemer University Courses to increase their knowledge and usage of the application. Check out our other programs as well:  

• Beginning Essentials Level 1  
• Beginning Essentials Level 2  
• Account Administration  
• Building Advanced Questions  
• Actions 
• Logic  
• Style 

The post Learn How to Launch Email Campaigns with Alchemer University appeared first on Alchemer.

By Alli Milne, Andrew Sturtz, Bonnie Demuth, and Ron Quan – the Alchemer Learning and Development Team

Just in time for the holidays, the Alchemer University team launched a new series of style courses to help users understand how to fully customize the look and feel of their projects to match their desired branding.

This program covers all of the necessary components to style and brand a survey including adding custom logos, colors, and fonts. This is a great course for new users to explore as they are building survey themes for their organization. 

New courses include: 

• Course 1: Customizing Text 
• Course 2: Customizing Colors 
• Course 3: Customizing the Layout 
• Course 4: Advanced Style Customizations 

Course 1: Customizing Text
By the end of this course, you will be able to:

• List the different ways to customize the stylization of text within a project
• Apply a custom font to the style of a project
• List the available customizations under the Text Options menu within the Style Tab 

Course 2: Customizing Colors
By the end of this course, you will be able to:

• Identify how to customize colors using the color picker
• Identify how to customize colors using hex codes
• Identify how to customize colors by selecting colors from an image 

Course 3: Customizing the Layout
By the end of this course, you will be able to:

• List the available customization under the Layout Options Menu within the Style Tab
• Describe the layout differences for each device interaction 

Course 4: Advanced Style Customizations
By the end of this course, you will be able to:

• Add style to answer options, such as bold and italics  
• Create a hyperlink to a document within a survey  
• Customize a survey style using HTML and CSS  

Since the first program was released in early 2020, more than 17,000 Alchemer users have successfully enrolled and participated in AU Courses to increase their knowledge and usage of the application. Check out our other programs as well:

• Beginning Essentials Level 1
• Beginning Essentials Level 2
• Account Administration
• Building Advanced Questions
• Actions
• Logic

You will find all of the Alchemer University Courses in the Alchemer app at the bottom of the left-hand margin. Or you go to Alchemer University directly by clicking here and using your Alchemer application credentials.

The post Alchemer University Launches Style Courses appeared first on Alchemer.