Guiding creation of an electronic survey

Patent metadata

Field	Value
Publication number	US-11568754-B2
Application number	US-202117164410-A
Country	US
Kind code	B2
Filing date	Feb 1, 2021
Priority date	Oct 31, 2016
Publication date	Jan 31, 2023
Grant date	Jan 31, 2023

Abstract

This disclosure generally covers systems and methods that provide guidance to create an electronic survey. In some embodiments, the systems and methods identify and provide a suggested survey topic—with a corresponding option to create an electronic survey—based on user input. In some embodiments, the systems and methods identify and provide one or more suggested electronic survey questions based on user input. In such embodiments, the systems and methods provide, for example, components of suggested electronic survey questions, previously composed and benchmarking electronic survey questions, or suggested revisions to electronic survey questions. In addition, the systems and methods can provide entire premade electronic surveys based on receiving user input from a survey administrator.

First claim

We claim:

1. A method comprising:
accessing, at an electronic survey system, initial information relating to an electronic survey project;
identifying a survey topic within a survey database based on the initial information;
providing, via a graphical user interface, a selectable option for providing a guided survey creation process for generating an electronic survey related to the identified survey topic;
generating a customized electronic survey related to the identified survey topic based on receiving an indication of a user interaction with the selectable option;
determining a first characteristic associated with the customized electronic survey;
determining a set of surveys with characteristics that are related to the first characteristic of the customized electronic survey based on comparing the first characteristic to characteristics of surveys stored in a database of electronic surveys;
determining survey distribution methods that were used for distributing the set of surveys;
ranking the survey distribution methods based on a user response rate for a given distribution method of the survey distribution methods;
providing a suggested distribution method comprising an indicator of a highest ranked distribution method; and
distributing, based receiving user input indicating a selection of the suggested distribution method, the customized electronic survey using the suggested distribution method to one or more respondent client devices associated with one or more respondents.

2. The method of claim 1 , comprising:
providing a suggested schedule for distributing the customized electronic survey via one or more selected distribution methods; and
receiving a second user input relating to the suggested schedule; and
based on the second user input, distributing the customized electronic survey based on the suggested schedule using one or more selected distribution methods.

3. The method of claim 1 , further comprising:
based on receiving the indication of the selection of the selectable option for providing a guided survey creation process, providing selectable prompts via the graphical user interface, wherein each of the selectable prompts are associated with guidance features that are part of the guided survey creation process;
wherein a first guidance feature of the guidance features is associated with a first suggested electronic survey question; and
generating the customized electronic survey comprises adding the first suggested electronic survey question to the customized electronic survey based on receiving an indication of a first user interaction with a first selectable prompt linked to the first guidance feature.

4. The method of claim 3 , wherein:
the first selectable prompt associated with the first guidance feature further comprises a user input portion that prompts a user for additional information; and
adding the first suggested electronic survey question to the customized electronic survey comprises modifying the first suggested electronic survey question by using the additional information received based on a user providing user input via the user input portion of the first selectable prompt.

5. The method of claim 3 , wherein:
a second guidance feature of the guidance features is associated with a second suggested electronic survey question; and
generating the customized electronic survey comprises refraining from adding the second suggested electronic survey question to the customized electronic survey based on determining a lack of a user interaction with a second selectable prompt linked to the second guidance feature.

6. The method of claim 5 ,
wherein providing the suggested distribution method comprises providing one or more suboptions that augment the suggested distribution method.

7. The method of claim 1 , further comprising providing, via the graphical user interface, a preview of the customized electronic survey prior to distributing the customized electronic survey.

8. A system comprising:
at least one processor; and
at least one non-transitory computer readable storage medium storing instructions that, when executed by the at least one processor, cause the system to:
access, at an electronic survey system, initial information relating to an electronic survey project;
identify a survey topic within a survey database based on the initial information;
provide, via a graphical user interface, a selectable option for providing a guided survey creation process for generating an electronic survey related to the identified survey topic;
generate a customized electronic survey related to the identified survey topic based on receiving an indication of a user interaction with the selectable option;
determine a first characteristic associated with the customized electronic survey;
determine a set of surveys with characteristics that are related to the first characteristic of the customized electronic survey based on comparing the first characteristic to characteristics of surveys stored in a database of electronic surveys;
determine survey distribution methods that were used for distributing the set of surveys;
rank the survey distribution methods based on a user response rate for a given distribution method of the survey distribution methods;
provide a suggested distribution method comprising an indicator of a highest ranked distribution method; and
distribute, based receiving user input indicating a selection of the suggested distribution method, the customized electronic survey using the suggested distribution method to one or more respondent client devices associated with one or more respondents.

9. The system of claim 8 , further comprising instructions that, when executed by the at least one processor, cause the system to:
provide a suggested schedule for distributing the customized electronic survey via one or more selected distribution methods;
receive a second user input relating to the suggested schedule; and
based on the second user input, distribute the customized electronic survey based on the suggested schedule using one or more selected distribution methods.

10. The system of claim 8 , further comprising instructions that, when executed by the at least one processor, cause the system to:
based on receiving the indication of the selection of the selectable option for providing a guided survey creation process, provide selectable prompts via the graphical user interface, the selectable prompts linking to guidance features within the survey database that are part of the guided survey creation process;
wherein a first guidance feature of the guidance features is associated with a first suggested electronic survey question; and
generating the customized electronic survey comprises adding the first suggested electronic survey question to the customized electronic survey based on receiving an indication of a first user interaction with a first selectable prompt linked to the first guidance feature.

11. The system of claim 10 , wherein:
the first selectable prompt associated with the first guidance feature further comprises a user input portion that prompts a user for additional information; and
adding the first suggested electronic survey question to the customized electronic survey comprises modifying the first suggested electronic survey question by using the additional information received based on a user providing user input via the user input portion of the first selectable prompt.

12. The system of claim 10 , wherein:
a second guidance feature of the guidance features is associated with a second suggested electronic survey question; and
generating the customized electronic survey co

Assignees

• Qualtrics Llc

Inventors

• Smith Jared
• Kopikare Milind
• Pinkal Daryl R
• Hall Oliver M
• Lindhout Daan

Classifications

• G09B7/02

  of the type wherein the student is expected to construct an answer to the question which is presented or wherein the machine gives an answer to the question presented by a student · CPC title

• G09B7/06

  of the multiple-choice answer-type, i.e. where a given question is provided with a series of answers and a choice has to be made from the answers · CPC title

• G06F40/174

  Form filling; Merging · CPC title

• G09B7/00 Primary

  Electrically-operated teaching apparatus or devices working with questions and answers (mechanically operated G09B3/00; computing arrangements G06F) · CPC title