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What you’ll cover in this article
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Ways to adjust a wave’s version of a survey
Type of customisation | Screenshot |
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Hide a question |
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Reword a question |
Explanation video
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What it looks like
If you want different people to see slightly different versions of the same Tailor the appearance of a survey based on
the Wave of the survey (i.e. whether it is a Baseline, Midline or Endpoint)
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who is responding to the survey - the Respondent Type (e.g. whether the person is a Student, Lecturer, Parent, Friend, etc)
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Step by step instructions
Go to the Survey Versions page
Start from the Survey Campaign page
Go to the Survey Campaign page
Select Customise Survey Versions
You arrive on the Customise Survey Versions page (scroll down for further instructions)
Start from the Survey Profile page
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There must be at least one Wave on the Survey Campaign before you can adapt the question wording. Add a Wave to a survey campaign |
Go to the Survey Template page of the survey you want to adapt the question wording of
Press the Manage Wording Survey Versions button
You arrive on the Manage Wording Survey Versions page for that Survey Template
Once you are on the
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Survey Versions page (Manage Wording
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Requirements: |
In the Choose a Project dropdown list:
if you are using Exclusive Waves: select the project that you are managing the wording of the survey on
If you (If you are using Exclusive Waves you will need to adapt the wording of questions across multiple projects, you will need to repeat this process for each project individually)
if you are using Shared Waves: select your organisation
In the Choose a Wave dropdown list: select the Wave that you want to adapt the wording on
In For What would you like to start with? choose
Respondent Type: if you want to customise all the questions in the survey for a particular respondent type, e.g. for a Colleague or a Contact. (Learn more about Respondent Types)
Question: if you want to customise a single question in the survey for all respondent types
If you chose:
A Respondent Type: then select the Choose a Respondent Type dropdown menu and choose a Respondent Type. This causes a table to appear.
An Indicator: then in the Choose a Question dropdown list: select the Survey Question that you want to adapt the wording of
This causes a . This causes a table to appear.
How to use the table
For a single Respondent Type
The table displays a row for each question in the survey
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Click the blue text in the Question Wording column to launch the popup that lets you change the appearance of that question based on the Wave
For a single Indicator
The table to appear on the page
The table displays a row for each Respondent Type within your organisation
There are four default Respondent Types:
Colleague: this is when a Project Manager/Reporter/Observer or Organisation Admin, Project Creator or Organisation Observer posts an update while they are signed in
Contact: this is when a Contact creates a story by either
completing a survey using a personalised survey link
posting an update while they are signed in as a contact with Participation Access
Witness: this is when someone completes a survey in response to receiving a 360° Feedback Survey link to provide their perspective on a contact
Member of the public: this is when somebody uses the public survey link to complete a survey.
In addition, Makerble automatically generates a Respondent Type for each Relationship Title within a Relationship Category
The Question Wording column displays blue hyperlinked text.
Click the blue text in that column
This launches the Manage Question Wording popup.
In the popup you can choose to
Display the metric (indicator)'s title as the survey question for this Respondent Type
Hide the survey question for this Respondent Type
Use alternative phrasing - i.e. write your own wording for that survey question for this Respondent Type
Press Save
The popup closes and the adapted wording for that question is displayed within the table.
Now that the Survey Questions have been adapted, you can deploy adapted versions of
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The user can see ALL the questions on the same page for only ONE Respondent Type. This enables the user to see the information the other way around.
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the
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survey
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