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  1. Go to the Survey Campaign page’s Start tab

  2. Click the 2nd Post Update button - the one that relates to About Many Contacts.

  3. This page displays a table underneath each Survey Question so that you can enter the responses for multiple beneficiaries at once.

  4. At the bottom of the survey (or elsewhere) is a Date this actually happened field that lets you backdate the survey response.

    1. So the first time you do the survey, set the date to some point last year.

    2. Then the second time you do the survey, set the date to more recently

  5. When you press Publish, you will be redirected to the Story show page. It will show all the survey responses from each beneficiary you entered responses for

  6. The Story show page has two tabs.

    1. the Answers shows you a breakdown of each question and the answer selected for each beneficiary

    2. the Summary tab is more interactive but minimalist. you can click each icon and it will cause the page to expand to display the Survey Question that it corresponds to and the beneficiaries for whom responses were recorded

      1. You can click a beneficiary’s name to be taken to their Contact profile pagee

      2. On the beneficiary’s Contact Profile page you will see their individual response to this survey as a post in their Timeline.

  7. Create two sets of stories (survey responses) - for Before & After - for each survey on each project.

Analysing survey results

  1. To understand survey results, you need to go to the ANALYSE tab of the Survey Campaign page. This displays a variety of charts that show the distribution of answers to each question. Instructions Video: https://www.loom.com/share/8ac9486f5d4f4a58b0529fc2497ee8a8

  2. There are filters that allow you to filter the survey results based on the Demographic Fields that you used for the Contacts in your project.

  3. Click the Filter button to use those filters and you will see the Demographic Field Filters listed in the Contact Filters section

  4. Take a full page screenshot of your Survey Campaign page and add it to the Trello card for this task as a comment