Form 005 2018 005 SEC Investor.gov Mobile Browse

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Overview

Welcome and Thank You Text
Model Questions
Custom Questions

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Sheet 1: Welcome and Thank You Text

	The text you see here will appear at the top and bottom of your survey, examples below.
	Default text is included and you may modify this text as needed.
	Welcome and Thank You Text
			Welcome Text - Tablet / Phone
			Thank you for visiting Investor.gov. You've been randomly chosen to take part in a brief survey to let us know what we're doing well and where we can improve. Please take a few minutes to share your opinions, which are essential in helping us provide the best online experience possible.
			Thank You Text - Tablet / Phone
			Thank you for taking our survey - and for helping us serve you better. We appreciate your input!
			Example Mobile

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Sheet 2: Model Questions

Model Name		SEC Investor.gov					Red & Strike-Through: Delete
Model ID							Underlined & Italicized: Re-order
Partitioned		Yes - 2MQ					Pink: Addition
Date		10/19/2017					Blue: Reword
	Label	Element Questions		Label	Satisfaction Questions		Label	Future Behaviors
		Site Performance (1=Poor, 10=Excellent, Don't Know)			Satisfaction			Recommend Site (1=Very Unlikely, 10=Very Likely)
1	Site Performance - Speed	Please rate the speed that pages and content loaded for you.	16	Satisfaction - Overall	What is your overall satisfaction with this mobile site? (1=Very Dissatisfied, 10=Very Satisfied)	19	Recommend	How likely are you to recommend this mobile site to someone else?
2	Site Performance - Completeness	Please rate the consistency of complete loading of pages and content.	17	Satisfaction - Expectations	How well does this mobile site meet your expectations? (1=Falls Short, 10=Exceeds)			Return (1=Very Unlikely, 10=Very Likely)
3	Site Performance -Responsiveness	Please rate the responsiveness of the pages to your actions.	18	Satisfaction - Ideal	How does this site compare to your idea of an ideal mobile site? (1=Not Very Close, 10=Very Close)	20	Return	How likely are you to return to this mobile site in the future?
		Look and Feel (1=Poor, 10=Excellent, Don't Know)				21	Seek More Information	Seek More Information (1=Very Unlikely, 10=Very Likely)
4	Look and Feel - Appeal	Please rate the visual appeal of the pages that you visited.						How likely are you to seek out more information about investment professionals and potential investments as a result of visiting this mobile site?
5	Look and Feel - Spacing	Please rate the spacing between items on the pages that you visited.
6	Look and Feel - Readability	Please rate the legibility of the pages that you visited.
		Navigation (1=Poor, 10=Excellent, Don't Know)
7	Navigation - Ease	Please rate the ease of finding what you were looking for.
8	Navigation - Layout	Please rate the page layout on displaying content and links where you could find them.
9	Navigation - Links	Please rate the links on taking you where you needed to go.
		Site Information (1=Poor, 10=Excellent, Don't Know)
10	Site Information - Relevance	Please rate the relevance to your interests of the information that you found.
11	Site Information - Thoroughness	Please rate the thoroughness of the information that you found.
12	Site Information - Readability	Please rate the readability of the information that you found.

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Sheet 3: Custom Questions

Model Name		SEC Investor.gov				Red & Strike-Through: Delete
Model ID						Underlined & Italicized: Re-order
Partitioned		Yes - 2MQ				Pink: Addition
Date		3/22/2017				Blue: Reword
QID	QUESTION META TAG	Skip From	Question Text	Answer Choices	Skip To	Required Y/N	Type	Special Instructions	CQ Label
			What is your primary interest in visiting this site today?	Obtain basic or general information about investing		Y	Radio button, one-up vertical	Skip Logic Group*	Primary Reason
				Learn about investment scams or avoiding fraud
				Learn about fees for investment products and services				Randomize
				Check out the background of an investment professional
				Use one of the investment calculators
				Other	A			Anchor Answer Choice
		A	Please briefly describe your primary interest in visiting this site today:			N	Text area, no char limit	Skip Logic Group*	Primary Reason - Other
	Accomplish		Did the site help you do what you wanted to do today?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	Accomplish
				No	A
				Partially	A
				I wasn't looking for anything in particular
	OE_Accomplish	A	Please specify what you were trying to do:			N	Text area, no char limit	Skip Logic Group*	Why Not Accomplish
			Have you ever checked with a state or federal regulator regarding the background, registration, or license of a financial professional?	Yes	M	Y	Radio button, one-up vertical	Skip Logic Group*	Learning Behavior
				No
		M	Will your findings impact your decision to work with a particular investment professional?				Text area, no char limit	Skip Logic Group*	Broker Learning
			Did you learn something on this site that might impact your behavior in the future?	Yes		Y	Radio button, one-up vertical	Skip Logic Group*	Learning
				No	A
				Maybe	A
		A	Please specify what you learned:			N	Text area, no char limit	Skip Logic Group*	Learned
			How did you learn about Investor.gov?	Search engine (Google, Bing, etc.)		Y	Radio button, one-up vertical	Skip Logic Group*	Acquisition Source
				Referred by SEC.gov
				Referred by another website, other than SEC.gov				Randomize
				In-person event/conference	C
				Social media (Twitter, Facebook, etc.)
				IRS tax refund insert
				News source (magazine/newspaper)
				Radio
				Television
				Referred by a friend or family member
				Prior visit
				Other	A			Anchor Answer Choice
		A	Please specify how you learned about Investor.gov:			N	Text area, no char limit	Skip Logic Group*	OE-Found
		C	Please describe the event/conference you attended:			N	Text area, no char limit	Skip Logic Group*	OE-Event Attended
	Role		Which category best describes you?	Individual investor		Y	Radio button, one-up vertical	Skip Logic Group*	Role
				Financial advisor or Investment/Securities Professional
				Student
				Teacher/Academic
				Attorney
				Media/Press
				General public
				Other	A
		A	Please briefly describe your role:			N	Text field, <100 char	Skip Logic Group*	Other role
	Visit Frequency		How often do you visit this site?	This is my first visit		Y	Radio button, one-up vertical		Visit Frequency
				Once every 6 months or less often
				Once every few months
				Monthly
				Weekly
				Daily or more often
	Location		From what location were you accessing this site?	At home		Y	Radio button, one-up vertical	Skip Logic Group*	Location
				At work
				In transit
				Investor event
				Financial professional office
				Other	A
		A	From what other location were you accessing this site?			N	Text field, <100 char	Skip Logic Group*	Location Other
			What is your preferred way to get information from this site?	Via my desktop/laptop		Y	Radio button, one-up vertical		Channel Preference
				Via my tablet
				Via my phone
				No preference
	OE_Improve Experience		If you could make one change/improvement to this website, what would it be?			N	Text area, no char limit		Improve