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Manage your longitudinal surveys using Waves

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What are longitudinal surveys?

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Stage

How to do it

Step 1: Create a single survey containing your bank of questions

Tip

Overview of the Survey Creation processPro Tip

  • Your quantitative questions (numerical, multiple choice and checkbox) exist as Metrics that plug into Surveys, Progress Boards, your CRM, Automations and more.

  • So when you name them, use succinct neutral terms such as Confidence to start a business given that you can customise the way they appear when displayed as a Question in each version of your survey.

Add existing questions from library to survey.gif

Step 2: Create a wave for each point in time

Common ones are:

  • Baseline

  • Midline

  • Endline

Create shared waves.gif

Add one or more Shared Waves to a survey

Step 3: Add those waves to a project’s survey campaign

Dictionary

A survey campaign is a survey on a project

  • If you use the same survey on several projects, add the waves to the survey campaign for each project

Add waves (shared) to survey campaign.gif

Add a shared Wave to a survey campaign

Step 4: Customise the survey’s appearance on each wave

Info

This step is optional

  • if you don’t want to hide or edit certain questions for each wave, you can leave them just as they are

Customise Version - Question changes.gif

Personalise the Wording of Survey Questions based on the Wave and Respondent Type

Step 5: Select the wave when collecting survey responses

You can collect survey responses from

  • Anyone with the public link

  • Coworkers (signed-in-users)

  • Contacts (whom you send a private link)

  • 360° Observers (you send a private link)

wave - collect from - contacts with private links.gif

Select the wave when collecting longitudinal survey responses

Step 6: Analyse results

Tip

Pro Tip

You can see which Wave a survey response is for to by looking at the label within the post on the Timeline or Newsfeed

Filter results by Wave.gif

Waves - custom table VIEW.gif

analyse multiple choice on a board.gif

Analyse data from Multiple Choice Trackers

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