Plum Insight Documentation
survey_settings

Survey Settings

Metadata

The metadata section is used to associate a survey with a metadatabase. Please see the Metadata Manager documentation for more information.

Phone

The phone section allows users to modify the settings that control the end-user experience when taking a survey via the phone.

Default Language: This field displays the current default language. It becomes a dropdown menu after adding additional languages to a survey through the Prompt Manager. Users can set the default language for their survey using the dropdown menu. The default survey language is English (U.S.A.). Note: Changing the default language deletes all of the text and audio prompts already uploaded into the prompt manager.

Speech Recognition: By default, surveys do not have Automatic Speech Recognition (ASR) enabled. This means that all survey responses need to be entered via DTMF. Some question types automatically enable ASR for those specific questions. For example, the comment question type accepts voice input even if ASR is not universally enabled for that survey. When ASR is enabled globally for a survey, callers have the option to answer a question via either DTMF or speech. The built-in prompts will also be adjusted based on whether ASR is enabled.

Allow Immediate Skip Logic: This option controls how the advanced skip logic within a survey functions. This setting is enabled by default. Therefore, whenever a caller selects an answer that has skip logic configured, the skip logic occurs immediately. When this setting is disabled, the skip logic occurs once the caller reaches the end of the page. When importing a survey from Plum's old survey tool, the Allow Immediate Skip Logic value defaults to disabled to match the behavior of that platform.

Section Titles: This setting determines whether users will hear the section titles when taking the survey. By default, this setting is enabled.

Page Titles: This setting determines whether users will hear the page titles when taking the survey. By default, this setting is enabled.

Assistance Prompt DTMF Value: This setting allows you to set the DTMF value that end-users select to transfer to an assistance telephone number. By default, this value is empty. Setting a value for this option automatically generates a new prompt in the prompt manager. When enabled (for example, “*0” or “021345”) this value also generates an Assistance Phone Number field.

Assistance Phone Number: This is the telephone number where the survey transfers users who enter the Assistance Prompt DTMF value, set above. This setting is language-specific so end-users are transferred to a Customer Service Representative (CSR) who speaks their language. By default, this field is not shown until the Assistance Prompt DTMF Value is set.

TTS Voice: This dropdown menu contains a list of text-to-speech (TTS) voices available for your surveys. Setting the default language TTS engine determine which TTS voices are available. When incorporating TTS into a survey, you must use the same TTS engine for all TTS within that survey. Please note that certain language options have limited TTS support.

AT&T Natural Voices 1.4:

Language Name Gender Audio Sample
American English (en_us) Mel male
American English (en_us) Mike male
American English (en_us) Ray male
American English (en_us) Rich male
American English (en_us) Claire female
American English (en_us) Crystal female
American English (en_us) Julia female
American English (en_us) Lauren female
Spanish (es_us) Alberto male
Spanish (es_us) Rosa female
British English (en_uk) Charles male
British English (en_uk) Anjali female
British English (en_uk) Audrey female
French (fr_fr) Alain male
French (fr_fr) Juliette female
German (de_de) Reiner male
German (de_de) Klara female

Cepstral Engine 4.1 :

Language Name Gender Audio Sample
American English (en_us) David male
American English (en_us) William male
American English (en_us) Diane female
Spanish (es_us) Miguel male
Spanish (es_us) Marta female
British English (en_uk) Lawrence male
British English (en_uk) Millie female

RealSpeak Engine 4.0:

Language Name Gender Audio Sample
American English (en-US) Tom male
American English (en-US) Jennifer female
American English (en-US) Jill female
American English (en-US) Samantha female
Mexican English (es-MX) Javier male
Mexican English (es-MX) Paulina female
British English (en-GB) Daniel male
British English (en-GB) Emily female
Australian English (en-AU) Lee male
Australian English (en-AU) Karen female
Canadian French (fr-CA) Felix male
Canadian French (fr-CA) Julie female
Portuguese (pt-PT) Madalena female
Brazilian Portuguese (pt-BR) Raquel female
German (de-DE) Steffi female

Web

The web section contains all of the settings related to the user experience when taking a survey online.

Use Custom Stylesheet: This setting determines whether your survey utilizes a custom CSS stylesheet or the built-in CSS stylesheet. By default, this is set to “No,” which styles your survey based on the built-in CSS stylesheet. Choosing “Yes” generates 2 additional buttons. Click on the “Base CSS” link to download the CSS structure utilized by the survey tool. Use the Base CSS to fully customize the look and feel of your survey. Click on the “Upload File” button to upload your new CSS stylesheet. To view your custom stylesheet after uploading it, click on the “View CSS” link to download the stylesheet. Click on the red X button to delete your current stylesheet.

For CSS references, please see CSS Tutorial or W3Schools CSS Tutorial.

Progress Indicator: This determines if end users will have a visible progress indicator while they take the survey. By default, this setting is enabled.

Required Indicator: This determines if end users see an icon to indicate any survey questions that have been marked as required within the Editor. By default, this setting is enabled.

Back Button: This determines whether end users have access to a “back” button while taking the survey. This allows end users to return to previous questions and to change their answers. By default, this setting is enabled. The text for this button can be changed within the Prompt Manager.

Auto-redirect: This determines how the survey tool displays the survey Exit URL to end users. There are 3 different options: “Link Only,” “After 5 Seconds,” and “Immediately”. By default, the setting is “Link Only”.

Link Only: The survey tool sends end users to a completion page for a survey that provides a link to the Exit URL.

After 5 Seconds: The survey tool directs end users to a completion page for 5 seconds before automatically redirecting them to the Exit URL.

Immediately: The survey tool does not direct end users to a completion page and immediately redirects them to the Exit URL.

Upload Logo: This allows you to upload a custom logo that displays while end users take the survey. By default, this value is empty. You can remove your custom logo by clicking on the red X button to the right of the image. The maximum width of the logo is 460px. There is no maximum height. Images larger than 460px in width will be shrunk to that size.

Exit URL: This determines the URL provided to the end user at the completion of the survey. A unique URL can be provided for each language of the survey. By default, this value is empty.

Mobile

The mobile section contains all of the settings related to the user experience when taking a survey via a web browser on a mobile device.

Progress Indicator: This determines if end users will have a visible progress indicator while they take the survey. By default, this setting is enabled.

Required Indicator: This determines if end users see an icon to indicate any survey questions that have been marked as required within the Editor. By default, this setting is enabled.

Back Button: This determines whether end users have access to a “back” button while taking the survey. This allows end users to return to previous questions and to change their answers. By default, this setting is enabled. The text for this button can be changed within the Prompt Manager.

survey_settings.txt · Last modified: 2016/07/11 12:08 by jason