Visualise your results

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Preserve your history

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• Information that’s imported from spreadsheets is compatible with Makerble’s data visualisation tools.

• This means you can do things such as:

  • Calculate improvement-over-time (Distance Travelled) between baseline and endline survey results which are imported

  • Report total attendances and attendance trends per month based on imported attendance data

• Imported survey responses, attendance records and case notes are tagged to the individual contacts they relate to

• This means you can

  • See your entire history of interactions with each contact in one place. Simply open the contact’s profile page to see their previous survey responses, attendance records and case notes on the timeline

  • Use what you know about each contact to do things: for example

    • Filter to find contacts who have answered certain survey questions in particular ways

    • Set up alerts or automations based on information in contacts' attendance records or case notes

Multiple Choice (scales)

• E.g. a Likert Scale question such as To what extent do you agree with the following statement: I wake up feeling energised? with answer choices: Strongly disagree, disagree, no opinion, agree, strongly agree

Yes

Multiple Choice with Other as an additional text box

Yes (ensure you set up your survey to receive Other text box responses)

Multiple Choice with multiple answers per respondent to the question.

• E.g. a question such as Which of these exercises are you familiar with? Select as many as you like with answer choices: Jogging, Running, Climbing, Swimming, Rowing, Dancing

Yes - but requires a custom script (this is a premium service)

Numerical

Yes

Open Text

Yes

Date Happened (the date that you want the survey response attributed to)

• For example, if you are uploading baseline survey responses from 3 months ago, you might want to set the Date Happened of those responses as 3 months ago.

Yes (you must add Makerble’s official Date Happened field to your survey)

Date Posted (the real date that the data was uploaded to Makerble)

This is set automatically by Makerble

Date (as in any other Date that is collected)

• E.g. a question such as

  • What is your birthday?

  • When did you gain employment?

Yes

Time

Yes

Attachment

Yes - but requires a custom script (this is a premium service)

The following fields might appear on your Makerble Survey but they are internal fields and therefore you cannot import data into them from a spreadsheet

• Add outcomes

• Privacy

• Tag additional contacts

No

1. Upload spreadsheet

• Choose the CSV file you will be importing

• There are templates available for each project and survey on the left side

• Choose which project you want to import information into

• Choose the survey that contains the questions which match to the columns in your CSV file

2. Preview & Edit spreadsheet

• An editable version of your spreadsheet is displayed in Makerble

• Make any last minute changes to the cells at this point

3. Match Stories

• This option is designed for when you are doing a 2-stage import of activities first and then people’s engagement with those activities second.

• If you are not doing that, select No at that tab. If you are doing that, refer to the specific guidance for that scenario:Do a 2-stage import to import activities and then import contacts' engagement in those activities

4. Resolve story rows

5. Match contacts

• This is where you prompt Makerble to automatically match the respondents in your spreadsheet to your existing contacts on Makerble

• This is because every respondent on Makerble is saved as a contact

• This is usually done using a Unique Identifier Code but it could alternatively be their name or email address. You want to choose a field which is unique to each contact.

6. Stories with unidentified contacts

• If your respondents don’t yet exist on Makerble, that’s fine. You can select an option at this stage to create new respondent records for them.

• This is because every respondent on Makerble is saved as a contact

7. Match authors

• If you want to attribute particular coworkers in your project as the authors of these stories or survey responses, you can add a field for Author Email Address to your spreadsheet

• At this step you can prompt Makerble to automatically allocate each row to the corresponding author

• However if you don’t want to do this, you can instead let Makerble assign you (as the user doing the import) as the author of each story

8. Stories with unidentified authors

• If you have prompted Makerble to detect authors automatically but there are some rows in the spreadsheet where the author could not be matched, you can match them up manually here

9. Match columns to fields

• This is the main part of the process. It’s where you allocate the columns in your spreadsheet to the questions in your survey

• Makerble will attempt to match these up for you based on word-matching

• A consideration at this stage is that you cannot match two columns to the same question

10. Set rules for matching

• For multiple choice questions, you can choose and confirm how the answers in your spreadsheet should match up to the Answer Choices available on Makerble.

  • This is the point at which typos are typically handled.

    • E.g. for a question “What is your country of birth?” someone might have written “Briton” when they meant “Great Britain”.

    • You’ll be able to match up the “Briton” answer from the spreadsheet with the “Great Britain” answer choice available on Makerble.

11. Confirm import

• The table shows you all of the information that will be converted into Makerble Stories. Remember to press Confirm to initiate the import.

Manage Imports

• This is the page you arrive on once the import has been initiated.

• Here you’ll see the status of your import.