WSC 9.00 Release Notes

Released 4 February 2024

Release 9.00 of Web Survey Creator includes the following changes as outlined below.

Quotas and Portals

Email Sending Changes

Copy Portal Link

Export Survey Browse Summary to Excel

QR Code for Respondent Emails

Choice Linking and Disabled Links

Survey Accessible Options

Two-Factor (2FA) Authentication

Quotas and Portals

Market Research, CATI, and On-Premise Editions
Most market research agencies work closely with their stakeholders and clients during the fieldwork collection phase for a survey project. As such, we regularly get requests to expose quotas in portals so that stakeholders can actively adjust quota limits during a collection process. Normally a stakeholder would require a Web Survey Creator admin login in order to adjust quotas. However, providing a stakeholder or client a login would mean a stakeholder would have access to all the agency's client projects.

We have created a process that you can enable on portals to allow stakeholders to edit quota limits through a portal. The feature is optional and you can enable it on specific portals allowing you to control access to the feature.

Simply edit the Portal and select the option to "Allow Quota Limits to be Updated". This will allow the stakeholders, who have access to this portal, to edit Quota Limits.
Quota Limits
When the Portals Quota page is displayed, you will now see a small Edit icon, that can be clicked in order to edit the Quota limit.
Quota Limits

QR Code for Respondent Emails

Enterprise Edition and above
For unique respondent based survey distributions, you have always been able to included the unique link in the email invitations, and reminders, that are sent to recipients.

You can now include a unique QR code of the respondent URL in the emails. This is specifically relevant to those participants who use accessible devices, as these devices may allow the reading of a QR code.

Simply type in the new specific integration symbol for QR Codes for respondents or select it from the integration symbol drop down list.
QR Codes
Once included the symbol will merge in compilation of the email and the recipient will receive the QR Code displayed in their email message.
QR Codes
Note: The QR Code, shown above, is invalid and for illustration purposes only.

Choice Linking and Disabled Links

Market Research, CATI, and On-Premise Editions
When undertaking your survey projects, choice linking can become quite complex, with many connections across the survey. We now allow you to disable individual choice link items in order to test different approaches or as different cycles of surveys are undertaken.

A particular usage can occur during longitudinal studies where certain elements may be required for a particular cycle, but you wish to have them changed for some individual cycles. You can now disable these choice linked elements and then re-enable them for a future cycle.
Choice Link Disabling

Email Sending Changes

Enterprise, Market Research, CATI, and On-Premise Editions
Survey invitation emails can easily be sent out to respondents using our Email Outbox feature. However due to new (February 2024) and extensive spam rules imposed by email vendors (Google, Yahoo, etc) sending of email can now only be undertaken on versions that support your own email account.

The versions are Enterprise Solo and above, including all CATI, 360 and Market Research editions.

New Google and Yahoo sender requirements for 2024

Starting in February 2024, domain authentication will be more strictly enforced by Google and Yahoo. This is a good news story for the email industry and should mean better deliverability of legitimate mail.

Email sent through the Web Survey Creator platform utilizes the features required by these vendors. That includes authentication using DKIM, SPF, and DMARC.

We also enforce the ability to unsubscribe and promote and require obtaining permission and respecting unsubscribes.

However, our platform processes millions of emails every year from the huge range of clients using the platform. The new rules mean that if a single client were to breach the rules, and send even a few thousand emails defined as spam to one of these vendors, we may see our ability to deliver email to vendors like Google or Yahoo is severely restricted or banned.

That ban would affect all clients on our platform. That would be a catastrophic event and one which we cannot allow if we continued to allow unvetted access to email sending across all levels.

While we continually monitor for spam events, and they are remarkedly few, we cannot protect against a customer with a poor email list who sends a threshold quantity of spam triggering email. It would be a case of "the horse having bolted" and we would not be able to "shut the barn door".

It is for that reason that we are removing the ability to send email from versions lower than Enterprise. That means Free, Student and Professional can no longer send email to respondents directly from the platform. In addition, our Enterprise and above customers will be encouraged to utilize their own email servers to send email.

If you try and undertake the scheduling of email, you may be provided with a message noting that you are currently prevented from sending email. Please feel free to contact Support via our support system in order to discuss your current setup.

Setting up your own email sending

This can be setup within Web Survey Creator and will mean your email can come from your own address too, rather than a email address.

Of course you will be able to still export all your respondents and this will include their unique survey and decline links. You can then utilize your own email system, a bulk email sender or other email platform to mail merge and send these emails.

Remember that commercial providers (e.g. Campaign Monitor, Twilio, Mailchimp) will all have guidelines in place that may require you to authenticate your email or validate your sender domain ("whitelabelling"). These changes are all designed to stop spam and increase deliverability.

For users on Enterprise Solo and above, including all CATI, 360 and Market Research editions, you can setup a link to your own SMTP based email server. This will allow you to use your own server or one of the bulk email senders that allow "whitelabelling" of domain sending.

Go to My Account and then choose Edit Organisation
Edit SMTP Settings
From here you can enter all the details to connect to your own SMTP server. Whether using a commercial provider or your own in house email server, you will need to provide the following details: -
  • Server Name
  • Port
  • User Name
  • Password
  • Authentication Method
. In addition, you'll need to supply the From Address, From Name, and Bounce Address for sending of email.
Edit SMTP Settings
You can use the Send Test Email button to test that the email connection works. Once completed choose Save Organisation Details.

Your new details will now be shown in the My Account screen.
Edit SMTP Settings
When you try and use the Email Outbox feature to send a new email, the sender details will now be set to those established in My Account. Further, when you send an email the SMTP settings will be used to send the email.
Edit SMTP Settings

Copy Portal Links

Professional Edition and above
You can now quickly copy the portal link from the list of portals, so you can send that to stakeholders.
Copy Portal Link

Survey Accessible Options

Whilst we have the surveys render for the widest audience possible, there are some elements that may fall outside of capability of some users. In addition, some elements may not render in an appropriate way for some users.

To assist survey designers with allowing their surveys to be available for some audiences, we have provided some new adjustable elements for navigation, image tags and tooltips.

You can now downscale all Next and Previous survey navigation buttons to simple Html elements; remove all rendering of Image ALT attributes; and have <tooltip> content tags render in a much more basic way.

You can do this by going to Header, Footer & Navigation Settings and setting the appropriate options.
Accessible Options
Without these changes the standard display of these elements is as follows: -

  1. Alternate Title for Images
  2. Tooltips
  3. Navigation Elements
Accessible Options
With these changes applied, the display of these elements now appears as follows

The key changes do not show as major changes but provide a different approach that may work more appropriately for some users requiring accessible browsing.
Accessible Options
You will note the height of navigation buttons has changed. The height, colour, style and other features can be further adjusted with theme changes, if required. Tooltips are no longer shown in a Bubble and are tababble. Finally, images do not contain alternate text, which can affect some screen readers.

Export Survey Browse Summary to Excel

You can now export the details of the Survey Browse to an Excel spreadsheet. From the survey browse you can choose to filter the list, as normal, and then choose Export Filtered List of Surveys to Excel
Export Filtered List of Surveys to Excel
This will produce a spreadsheet of the data you can examine.
Export Filtered List of Surveys to Excel

Two-Factor (2FA) Authentication

Two-Factor Authentication (2FA) or Multi-Factor Authentication (MFA) is increasingly mandatory across many platforms. This is notice that by 31 December 2024 we will require all users to have turned on Two-Factor Authentication.

In addition, we have tightened the device remembering rules. If you choose to Remember this device you were previously allowed to avoid requiring a new code for 30 days. We will now require a new code after 24 hours.

This is all in response to growing cybersecurity threats. Many government organisations have updated their regulations around MFA for software providers. This means that the length of time a device is trusted for must be limited to 24 hours for cloud based business applications, such as Web Survey Creator.

This is a change to support cybersecurity measures to protect your valuable data – just think of all the critical information stored within your Web Survey Creator account. It’s important to keep this safe.

From the launch of this release, any new client will automatically be connected to 2FA, choosing the Email option.

For existing clients who do not enable 2FA by 30 June 2024, we will automatically establish 2FA on your accounts, choosing the Email option. This will provide a code to you via email that must be entered into WSC to proceed.

Click here to learn more about Two-Factor Authentication

Fixes and Enhancements 9.00

  1. [ENH] Ability to edit Quota limits in Survey Portals (#2494)
  2. [ENH] Mobile Devices, Downscaling, Other Specify and Grids require separated rows (#2615)
  3. [ENH] Choice Link Generate when there are a large number of pages and questions (#2621)
  4. [ENH] Tooltip, Image Alternate Text and Navigation Accessibility Changes (#2627)
  5. [ENH] Send Email Changes (#2628, #2669)
  6. [ENH] Copy Link in Portal (#2631)
  7. [BUG] Some validation scrolling on validation in a survey fail in some circumstances (#2632)
  8. [BUG] [WHITELABEL] Edit Email Address when you have a list of domains (#2635)
  9. [BUG] [WHITELABEL] Users deleted via My Account browse not being removed (#2636)
  10. [BUG] Changes to deleting of resources in WSC (#2637)
  11. [BUG] Tooltip and row text when hover over the actual radio button/checkbox in a matrix (#2638)
  12. [ENH] Ability to copy Javascript questions from archived surveys (#2640)
  13. [BUG] Excel report statistics tab headings not displaying choice REPORTTEXT tag text (#2642)
  14. [BUG] Issue with filters and new conditions (#2644)
  15. [BUG] 100% width and hide a choice doesn't properly render to 100% (#2648)
  16. [ENH] Additional optional styles between downscaled elements (#2651)
  17. [BUG] Advanced Slider Grid and Button Options (#2652)
  18. [BUG] Questions on Page Randomisation and FLIP ORDER (#2654)
  19. [BUG] Copy a survey with a banner image FROM a template (#2657)
  20. [BUG] Uploaded Import File name and invalid symbols (#2658)
  21. [ENH] Ability to DISABLE or ENABLE Choice Linking items (#2660)
  22. [BUG] A Slash "/" in a language name makes the export sheet fail (#2661)
  23. [ENH] QR Code in Email for Respondents (#2662)
  24. [ENH] New Theme Root CSS variable for numbers (#2664)
  25. [BUG] Numeric and Text Matrix and DropDownValues in tags and scripting (#2665)
  26. [ENH] Date Control and other languages (#2666)
  27. [ENH] Highlight new or updated FAQs (#2668)
  28. [ENH] Export the current details of the filtered list of surveys from survey browse (#2670)
  29. [ENH] Adjustment to browse data collection (#2671)
  30. [BUG] Sending test emails fails when draft respondent filtering selected (#2672)
  31. [ENH] Two-factor "Remember Me" now 24 hours (#2673)
  32. [ENH] Show Quota Page Status in Page Titles for Drop Down Lists (#2675)
  33. [ENH] Enhanced logging for file uploads (#2676)
  34. [BUG] List of Themes visible on create survey for organisations (#2677)
  35. [ENH] [WHITELABEL] Mapping and Translation Restrictions (#2678)
  36. [ENH] Account messaging for credit card usage (#2679)
  37. [ENH] [WHITELABEL] Admin Browsing Changes (#2680)
  38. [ENH] Adjust rendering for <mobileonly> and <tabletonly> tags in designer (#2683)
  39. [ENH] Adjust zoom when Google Map Search is invoked (#2684)
  40. [BUG] Copy Page and Force Quota (#2685)
  41. [BUG] Choice Linking Generate and Change Pages without selecting a Choice (#2686)

Past Updates

Release 8.02 featured enhancements for Grid Sliders, Text Grids, Overview Charts and more.. Find out more...

Release 8.00/8.01 featured changes to Reporting, Survey Banners and more.. Find out more...

Release 7.04 featured changes to Summary Report, Passwords on Portals, Event API Waiting Room, Report Question Numbering and more.. Find out more...

Release 7.02/7.03 featured changes to Matrix Validation Style Changes, Card Sort & Text and performance and technology enhancements for the platform and more.. Find out more...

Release 7.01 featured changes to enhancements for Exclusive Choices, Drag & Flag, Heatmaps, Archiving (MR) and more.. Find out more...

Release 7.00 featured changes to overview charts, Choice Images and Text, Text Lists, Survey Flow and more.. Find out more...

Release 6.01 featured changes including Password Strength, security enhancements, Numeric Range Validations and more.. Find out more...

Release 6.00 featured changes including exports for Business Intelligence, Pivot Table Pie Charts, Matrix Card Stack, Google Map connected points, numeric formatting and more.. Find out more...