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The difference between a Survey’s profile page and a Survey Campaigns

  • Whenever a survey is created, it exists as a template and has its own profile page.

  • In order to actually use a survey, i.e. enable people to create stories using that survey, the survey needs to be added to a project.

  • When a survey is added to a project, it is called a Survey Campaign.

Survey Campaigns

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terms to help you get started with surveys

Term

What it is

Master Survey

(also called a Survey Template)

A set of questions

  • e.g. multiple choice, open text, file upload, numerical, etc.

Survey Campaign

A set of questions that have been added to a project

Respondent

On Makerble this term is used to describe someone who has completed a survey in response using a link. Every respondent is saved in your CRM as a contact

Survey Response

A set of answers relating to a single contact. Survey Responses are saved within a project.

Story

You can input and import survey responses relating to several contacts at the same time.

  • Survey Responses that are entered in this way will be located within the same story if they are from the same date.

  • Stories are the format that survey responses are saved in, but they are also used to store attendance, case notes, case studies, anecdotes and any other information that relating to progress.

To start collecting survey responses, you simply need to add a master survey to the project that the responses will be saved within. This is then called a Survey Campaign.

  • A project can therefore have several Survey Campaigns (i.e. you can use several surveys on the same project)

  • A master survey can have several Survey Campaigns (i.e. the same survey can be used on several projects)

How to add a survey to a project (create a Survey Campaign)

  1. Create a new survey: create a new survey from scratch and then add it to your project

  2. Use an existing survey that you created: Choose a survey you created previously and add it to your project

  3. Use an existing survey that a Colleague createdFind a survey in your organisation’s library: Choose a survey that your you or a colleague created previously and add it to your project

  4. Use an existing survey created by someone outside your organisation: Choose a publicly available survey from www.makerble.com/explore/surveys and add it to your project

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Survey Analytics page

Progress board page

My Home or Project page

Good for:

  • Showing survey responses from one or more projects at once

  • Filtering results by Contact, Contact Group and Author Type

Good for:

  • Presenting survey results

  • Inviting people to reflect on survey results and log

    • Actions

    • Ideas, suggestions and best practice that could improve survey results next time

Good for:

  • Qualitative analysis: i.e. using labels to code different responses

What are surveys?

A survey is a set of fields that you want people to complete when they create a story

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Whenever a survey is completed, the survey response is saved in the database as a story (called an Update in the front-end)

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