What are surveys?
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A survey is a set of fields that you want people to complete when they create a story |
Whenever a survey is completed, the survey response is saved in the database as a story (called an Update in the front-end)
Therefore a survey can be thought of as a template for a story with a set of questions and fields that need to be completed. This is why the name for surveys in the back-end is Story Category.
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Discover insights you never had the time to find
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Collect information once or as often as you like
Ask people with the same questions at several points in time and join up their responses automatically
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See the change over time
You can see how a person’s answers to each question have changed. This is a convincing way to prove the impact of your work.
You can summarise the change over time that has happened across an entire project cohort. This is called Distance Travelled
Collect responses online and offline, on mobile, via SMS & email
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Choose the way you want to collect responses:
Generate a single survey link for each project and share it with the participants. Anyone with the link can complete it
Generate personalised links for each individual respondent
Send survey links via SMS
Send survey links via Email
Turn on Automatic Reminders to follow-up with people who haven’t yet completed a survey
Trigger surveys to be sent out automatically once certain conditions are met
Design a single survey and use it on several projects
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Master Surveys on Makerble are reusable.
When you add a survey to several projects you can analyse results for a single project, a subset of projects or across all the projects that use the survey at once
Automatically display the same question in different ways
If you have an outcome measurement framework, you can rewrite each of your indicators as a survey question so that in reports it appears as an indicator, but in your surveys it appears as a question
E.g. when the indicator is “Confidence” it can be displayed in a survey as “What is level of your confidence?”
If you use 360° surveys, you can phrase the same question differently depending on who is answering the survey
E.g. a mother will see “How would you rate your child’s confidence?” whereas a child will see “How would you rate your confidence?”
If you send out a baseline, midline and endline version of your survey - i.e. different waves - you can change the wording of a question based on which wave it’s in
E.g. the baseline will say: “Thinking about how you feel now, before the start of the project, what is your level of confidence?” whereas the endline will say “Now that the project is over, what is your level of confidence?”
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Get Started with Surveys
Watch the walkthrough video
Get an overview of how the Surveys App works on Makerble
https://www.loom.com/share/420b34afeadf4052b8a43ff24edce603
Getting Started with Surveys
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Quick links
Find publicly available survey templatesHow to create surveys
Create a survey template
How to create Edit a survey campaign (add
How to collect Collect anonymous survey responses
How to email Email a survey to a Contact
How to send Send a 360° Feedback Survey
How to analyse Analyse a survey’s results from across one or more projects
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The difference between Survey Templates and Survey Campaigns
Whenever a survey is created, it exists as a template.
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 |
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Master Survey (also called a Survey Template) | A set of questions
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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.
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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)
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Create a new survey: create a new survey from scratch and then add it to your project
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Use an existing survey that you created: Choose a survey you created previously and add it to your project
Find a survey in your organisation’s library: Choose a survey that
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you or a colleague created previously and add it to your project
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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How to navigate the Surveys App
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Click the Surveys button in the My Apps ribbon. It will take you to your Surveys page. From here you can
Find existing surveys that you or your colleagues created. (Yellow arrow)
Create a new survey from scratch (Purple arrow)
Find publicly available surveys (Blue arrow)
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How to analyse your survey responses
Survey responses can be analysed from several pages:
My Home page (using Timeline Filters) or from the Project page
Survey Analytics page | Progress board page | My Home or Project page |
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