Survey Channels

This tab holds the options for setting up CAPI/Kiosk and CATI user licenses.

Figure 1 - The Company Details overlay Survey Channels tab

• Override sitewide domain in survey URLs - if you are running surveys for customers, the customers may not wish the links to their surveys to include another domain name, for example ....Forsta.com. Your company may therefore set up a permanent domain override as a company-wide default setting. If you wish to use a domain other than the default in the survey links, select the Override sitewide domain in survey URLs checkbox and specify the new domain in the field below. Note that the domain will be your company's responsibility; contact Forsta Support for further details.

Important
When typing the domain link into either of the "Override..." fields, ensure you do not include a trailing space (a space character at the end of the domain). A trailing space in this link will give an error during launch for all surveys, preventing any surveys from being launched by the company.

• When using domain override... - the domain override functionality (see above) adds the specified URL into the survey link. If you want the domain specified in Domain Override to be the only domain that is allowed to be used in survey links to your company's surveys, you can restrict access by checking this box. This will prevent access to the surveys from links containing any other domain configured to point towards the Forsta deployment servers, including the default (for example "2survey.Forsta.com").
• Override sitewide domain in short survey URLs - if you wish to use a domain name other than the default in short URLs for surveys, you may set up a permanent domain override as a company-wide default setting. You must first register the domain you wish to use (if not already done) and set up a domain record to point towards the public IP address of the interviewing server(s) in the DNS domain manager (see the Authoring User Guide for more information). Once the domain is set up, select the “Override sitewide domain in short survey URLs” checkbox and specify the new domain in the field below. Note that you must include the /r/api directories in the URL, for example survey.confirmitresearch.com/r/api. See also the Important note above!
• CAPI/Kiosk Settings – these fields become available if the company has the CAPI/Kiosk add-on. Use these fields as follows:
• Enduser list id – the CAPI/Kiosk Interviewers must be created in an End User List (see the Professional Authoring documentation and CAPI/Kiosk documentation for more information). The ID of this End User List must be registered in the Enduser list id field. Only one CAPI/Kiosk Interviewer End User list can be registered per company.
• CAPI Licenses – when a company has access to the CAPI/Kiosk functionality, specify the number of licensed CAPI consoles in the CAPI Licenses field.
• Kiosk Licenses – when a company has access to the CAPI/Kiosk functionality, specify the number of licensed kiosk consoles in the Kiosk Licenses field.
• CATI Settings - these fields become available if the company has the CATI add-on. Use these fields as follows
• Company alias - the CATI interviewer must log in using his/her username and password and also a company name as part of the identification. This will be the alias specified for this company, and the field cannot be empty.
• Telephony enabled - if the company is using the SaaS dialing capabilities (from MagneticNorth) this box should be checked. This will then allow for the non-manual dialing modes to be active. When enabled, it is also possible to enable predictive dialing.
• Predictive dialing enabled - if Telephony enabled is checked, this sub option appears. The dialer supports two modes that are charged for at different rates per CATI interviewing seat. The options are:
  CATI (no dialer, not predictive)
  CATI with dialer (not predictive)
  CATI with dialer and predictive capabilities.
• Maximum concurrent interviewers - this is the maximum number of concurrent interviewers that can log into the system. Once this number is reached, additional interviewers cannot log into the system. Note that the interviewing restriction is based on the interviewer being logged in - they do not necessarily have to be inside an actual interview.
• Temporarily extended license - in the event your company has a large but short-term job, it is possible to increase for a limited period the maximum number of concurrent interviewers logged in. If activated, the start date, duration and additional number of logins must be supplied (additional fields become available on the tab). While this period is active, the maximum number of interviewers will be the initial value + this value. Once the period expires, the maximum number allowed automatically reverts to the original value.
• Sync queue errors email address - specify an email address to which notifications are to be sent in the event errors in the sync queue are registered.
• Enable mailing on sync queue errors - having specified an email address, you can then decide whether emails are to be sent.

• Initialize/Remove Multimode Instance - if the CATI or CAPI add on are applied to a company, the Initialize Multimode Instance button becomes available at the bottom of the page. The multimode functionality MUST be initialized once for companies with these add-ons. This initialization process creates the necessary databases/services on the multimode system. Note that the initialization needs to be performed only once. I.e. If the project is created for a CAPI company and they then also get CATI, you do not need to create another instance.

Warning
Once the databases and services have been created, it is possible to remove them (the button changes to Remove Multimode Instance). Removing them will display a warning, and completing the removal will delete the CATI/CAPI data from the system. This data may not then be recoverable.

• AskMe mobile app available - check if the app is to be available to the users.