Web Questionnaire Howto

 

Here are some step-by-step instructions that tell you how to use Web Questionnaire.

 
WQ works with your existing email system. The correct mail settings is very important for WQ to function correctly.
•  Configure WQ to retrieve replies from POP Server
•  Configure WQ to retrieve replies from Outlook
 

Configure WQ to retrieve replies from POP Server

 

Step 1: Use the existing mail server to send invitation emails

In Outgoing Mail tab, you can select the default Exchange Server or the SMTP server to send questionnaires.


 

Step 2: Retrieve replies from POP server

Please follow the instructions below to complete incoming mail settings.

  1. Click Options item in Tools menu
  2. In Incoming Mail tab, only check "Enable POP3 Access".
  3. Enter the host server.
  4. Enter your id and password for authentication.
  5. Enter how often to poll the server for replies, ex. 60 seconds.

 

Step 3: Click on the "Collect Replies" button in WQ toolbar to connect to POP server to get email replies.


 
 

Configure WQ to retrieve replies from Outlook

 

Step 1: Use the existing mail server to send invitation emails

In Outgoing Mail tab, you can select the default Exchange Server or the SMTP server to send invitation emails.


Step 2: Make sure that "Email Questionnaire" add-in button is shown in the toolbar of your Outlook

Step 3: Retrieve replies from your Outlook

Please follow the instructions below to collect replies.

  1. Click Options item in Tools menu
  2. In Incoming Mail tab, check "Enable Outlook Add-in" and disable all other items.
  3. Invoke your Outlook and retrieve the emails from the account specified as the "Sender Email Address" (set in Outgoing Mail tab).
  4. Outlook "Email Questionnaire" add-in would automatically copy the content of the questionnaire replies into EQ and move them to the deleted folder.