Full Features List

1.1. Question Types

Section header
Pick one with optional custom answer
Pick one with comment
Check all that apply, with pick one possibility
Dropdown box - select one
List box - select one or more
Single-line text with pre-format options
Multiline text responses - often used for comments
Rate items along scale of choice
Compare one against another
Absolute rank with drag & drop interface
Matrix
Numeric allocation
Lookup questions
File Upload
Google Map (plug-in)
Calendar (plug-in)
Signature (plug-in)
Slider (plug-in)

1.2. Survey flow logic, calculations and validation

Multipage surveys & navigation
- Sequential navigation between pages
- Direct access to pages via tabs (plug-in)
- Disable Back button option
- Progress indicators - page numbers, percentage completed, progress bar, circular progress bar (plug-in)
Survey flow logic
- Skip logic
- Branch logic
- Branch on range (conditional on score earned)
- Save and finish later
Ordering rules
- Random order of sections
- Random order of questions within a section
- Random order of answer options within a question, with possibility of fixing positions of specific answer options
- Rotation of answer options within a question
- Sorting answer options in ascending or descending order
Showing or hiding survey elements
- Hiding questions
- Showing or hiding answer options on condition
Calculations within survey
- Piping - inserting answer values into other questions, answer options, responses, emails and other content
- Answer value calculation as a function of numeric or text answers
- Answer value setting, based on logic rules
- Score calculation based on answer values (plug-in)
Validation rules
- Mandatory questions
- Mandatory questions on condition
- Mandatory answer options
- Pre-formatted answer values
- CAPTCHA validation (plug-in)
Custom JavaScript

1.3. Design and customization

Your logo on survey
Survey header and footer
User-defined survey theme (color palette, fonts, backgrounds)
Rich text question formatting with WYSIWYG editor
Rich text formatting of answer options
Customizable size of answer fields
Pictures, sounds, and videos for questions and answer options
Customizable layout of answer options - vertical or horizontal
Custom navigation buttons
Custom Survey CSS & HTML

1.4. Internationalization

Add translations of surveys in multiple languages
Import and export translations via CSV
Format translated texts
Right-to-left languages support

1.5. Productivity tools

Survey creation options
- Create from template
- Copy existing survey
- Create from CSV file
Question creation options
- Copy question within or from another survey
- Add from question library
Survey editing tools
- Question ordering tool
- Inline editing of survey questions
- Quick input mode for editing answer options, logic expressions and other settings
- Auto-complete when editing references to questions in logic expressions, piping and plug-in settings
- Find and replace text within a survey
- Spell checker with user dictionary
- Testing before launch
Survey management tools
- Search surveys
- Sort surveys by name, date created, end date
- Display active surveys on top
- Organize surveys in folders
- Print surveys to PDF

1.6. Stock libraries

Media library
Question library
Survey theme library
Survey template library

2.1. Survey link options

Secure link on app.keysurvey.com (with SSL)
Unsecure link on app.keysurvey.com (no SSL)
IP Address
Custom domain link

2.2. Distribution channels

Email - send a link to a survey by email
Online portal
Mobile apps
Third-party web page
- Publish link to a survey
- Embed survey into a web page

2.3. Distribution by email

Customize email messages
- Select HTML or Plain Text email format
- Personalize invitation
- Attach file
- Customize opt out link
- Set email priority
- Request read receipt
- Invite in multiple languages
- Customize “From” email address
- Specify “Reply to” email address
Create email list manually or upload from file
- Manual entry
- Bulk upload
- Import from Outlook
Validate format and domains of email addresses
Test email distribution
- Test invitation email
- Test reminder email
Schedule invitation email distribution to a group of contacts on a specific date
Send email reminders
Track results
- Mail delivery progress in time
- Click-through
- Response rate
- Response status of individual respondents
- Bounces
Provide opt out link to respondents

2.4. Distribution via Portal and mobile apps

Customize portal design
Add links to any external web pages or documents to your portal
Automatically publish a form or a survey to new contacts, added to a portal
Setup individual password-protected access to a portal
Launch forms or surveys to a portal in real time
Take forms or surveys on portal or mobile apps
- Access forms or surveys on iOS, Android, Windows devices & online
- Collect data offline
- Upload photos and images
- Copy responses to save time on filling out repeating information
- Synchronize data with the server
Create multiple portals

2.5. Survey availability settings

Start and end dates
Access hours restriction (plug-in)
Email alert on survey expiration

2.6. Access rules & restrictions

Respondent identification
- Anonymous data collection with a general link
- Identification of a respondent via unique link
- Capturing respondent's email address
- Respondent registration and authentication to access a form or a survey with the credentials provided in the registration form (plugins)
Password-protected access to survey
Time limit for filling out a survey
Allow or prohibit editing submitted responses
Allow or prohibit submitting multiple responses from the same respondent

2.7. Respondent experience settings

Show customized “Thank you” page after submission
Show respondent’s answers after submission
Show aggregated survey results after submission
Redirect to a specified link after submission or from any survey page
Conditional redirect to a specified link from any survey page, based on respondent’s answers (plug-in)
Redirect to a specified link after submission or from any survey page, conditional on quota criteria, based on respondent’s answers (plug-in)
Send personalized invitation email
Send customized email message to a respondent after submission
Show customized message when form is inactive
Show customized message when respondent opens survey after submission, depending on whether editing submitted response is allowed

3.1. Autofill surveys

Autofill from URL
Autofill from file

3.2. Respondent information

Response status of individual respondents
Logs of respondent actions on survey (plug-in)
Respondent ID (plug-in)

3.3. Quotas

Quota on total number of responses
Quota on number of responses with particular answers
Allow or prohibit submitting multiple responses from the same respondent

3.4. Import of responses from file (CSV)

Response management
View, edit, delete responses
Add internal notes to responses

4.1. Mobile app

Download surveys and collect data offline
Access earlier responses while offline
View, edit, delete responses in the app based on permissions
Copy earlier responses
Start a new survey with copying data from current one (plug-in)
Configure respondent access permissions to survey

4.2. Mobile friendly surveys

Responsive mobile friendly design
Touch friendly radio buttons and checkboxes (plug-in)
Capture GPS coordinates (plug-in)
Capture signatures (plug-in)

4.3. Publishing to mobile respondents

Publish to the portal and mobile app
QR code for survey link
Send via email

5.1. Report types

Summary report
Report by respondent
Response statistics
Custom report

5.2. Response statistics

Response rate
Status of individual respondents
Participation history and statistics by contact

5.3. Data set filters

Response status filter - Completed and In Progress
Filter by answer match criteria
- Contains at least one word, all words
- Exact match
- Match wildcard expression
- Match regular expression
- Match full text expression with logic operators AND (&), order (>), OR (|), NOT (!)
Advanced filters, based on answers, submit or change dates, and respondent emails
- Filter by answer values or answer match criteria for full text open-ended answers
- Filter by time period, when responses were submitted or changed
- Filter by respondent email address match criteria
- Combine filters with custom logic, based on AND, OR, and NOT operators

5.4. Custom report items

Logo
Report title
Header and footer
Text and images
Crosstab tables
Statistics tables (36 different indicators)
Significance reporting
Time series
Custom formulas
Word frequency counter (plugin)
Respondents´ activity heat map (plugin)
Geographic distribution of respondents (plugins)
- Distribution by country, displays flags & country names (plugin)
- Respondent location map, based on IP address or longitude and latitude (plugins)

5.6. Report customization

Customize charts
- Specify chart type
- Specify series color
- Specify chart size & alignment
- Specify value display scale
- Rank data series
- Show benchmark (threshold) value
- Show or hide chart title
- Show or hide chart legend
Customize report look & layout
- Customize lables of report items
- Customize look with CSS
- Break report into pages
Customize report contents
- Hide questions
- Hide answer options
- Include or exclude text values in report
- Hide results, obtained from less than X respondents
Customize responses view
- Show or hide respodent email address in responses
- Show skipped questions in responses
Calculation settings
- Exclude answer option values from calculations

5.7. Report editing tools

Inline label editor
Chart editor

5.8. Access rules & restrictions

Public access to report
Password-protected access to report
Managed access permissions - read, edit, delete, publish, admin
Hide or show respondent's password in a report by respondent

5.9. Data export

Export formats: PDF, Excel, CSV, SPSS, XML
Question analysis code to track responses with the same code accross different surveys for statistical analysis purposes

6.1. Workflow actions, triggered by survey

Email a survey with prefilled answers, taken from another previously submitted survey (plug-in)
Send information to a third-party application via HTTP request depending on survey answers after submission or from any survey page (plug-in)
Update contacts via data flow from form or survey responses

6.2. Tasks

Configure task definitions
- Assign forms to tasks
- Specify responsible parties
- Specify default due date
- Configure task statuses
- Setup workflow actions
Specify task manager groups
- Include contacts or contact groups into a task manager group
- Specify what tasks contacts from a task manager group can manage
Configure task access permissions for responsible parties and task managers
- Modify closed tasks
- Edit due date
- Unassign
- Reassign to me or to other responsible party
Configure task views & filters
- Specify task properties, populated by data from the attached form or survey
- Specify what properties to display on My Tasks, Task Details, and Task Manager views
- Specify what properties to use for filtering tasks
- Specify what contact fields to use for filtering responsible parties contact list
Manage tasks
- Create and save task filters, based on assignee, status, due date, task properties & more
- Search tasks by summary, status, due date, assignee, and other properties
- Assign tasks to responsible parties
- Specify due dates
- View task history
- Perform group operations with multiple tasks at once
- Manage tasks from portal or mobile apps (online only)
- Import tasks from CSV file
- Export tasks to Excel or CSV
Workflow actions, triggered by tasks
- Create follow-up tasks
- Automatically change status of overdue tasks

6.3. Distribution automation

Automatically publish a form or a survey to new contacts

7.1. Authentication

Authentication via third-party HTTP service - grant access for a respondent into a survey by verifying information with a third-party service via HTTP request (plug-in)

7.2. Distribution

Embed survey into a web page

7.3 Data import & export

Send information to a third-party application via HTTP request depending on survey answers after submission or from any survey page (plug-in)

7.4. Contact management

Synchronize contacts with local file or remote file on network or Internet via HTTP(S) or (S)FTP protocol

8.1. Authentication

Password-protected access to survey
Password-protected access to report
Single sign-on authentication
Authentication via third-party HTTP service - grant access for a respondent into a survey by verifying information with a third-party service via HTTP request (plug-in)
Respondent registration and authentication to access a form or a survey with the credentials provided in the registration form (plugins)

8.2. Secure data exchange & storage

Secure survey link (with SSL)
Secure report link (with SSL)
Secure cookies

8.3 Access rules & restrictions

Hide or show respondent's password in a report by respondent

8.4 Account audit

Audit logs

8.5. Contact Management

Create custom contact fields
Import contacts from CSV file on computer or on network or Internet
Synchronize contacts with local file or remote file on network or Internet via HTTP(S) or (S)FTP protocol
Prefill responses to form or survey via data flow from the contact manager
Update contacts via data flow from form or survey responses
Filter contact lists and save filters for other surveys or forms
View contacts’ participation history and statistics in forms or surveys

9.1. Single Sign-On

SAML

9.2. User provisioning

Create users manuall
Import users from external systems
Sycnhronize users with external systems

9.3. Access roles and permissions

Grant permissions for surveys
Grant permissions for reports
Group users and grant permissions to groups
Portal access to surveys with login and password

9.4. System usage reports

Responses collected
Space used
Forms created and launched

9.5. Security

Data encryption at rest
Data encryption in transit
Password complexity requirements
- Configurable password complexioty requirements
- Configurable password history
Audit logs

9.6. Private labeling

Custom domain name
Custom logo
Custom portal and mobile app design

9.7. Data integration with external systems

Synchronize user and contact data
Export data collected in surveys
Schedule report delivery
Upload reports to sFTP
Web requests to external systems upon survey submission (plug-in)

Try Key Survey for Free!

1. Survey Creation

2. Survey Distribution

3. Data Collection & Autofill

4. Mobility

5. Reporting

6. Automation & Workflows

7. Integration

8. Security & Administration

9. Enterprise Features

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