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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

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  • Surveys allow you to ask people Ask people with the same questions at different 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

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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?”

What are surveys?

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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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

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The difference between a Survey’s profile page and a Survey Campaigns

  • Whenever a survey is created, it exists as a template and has its own profile page.

  • 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

Master Survey

(also called a Survey Template)

A set of questions

  • e.g. multiple choice, open text, file upload, numerical, etc.

Survey Campaign

A set of questions that have been added to a project

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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.

  • Survey Responses that are entered in this way will be located within the same story if they are from the same date.

  • Stories are the format that survey responses are saved in, but they are also used to store attendance, case notes, case studies, anecdotes and any other information that relating to progress.

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)

  1. Create a new survey: create a new survey from scratch and then add it to your project

  2. Use an existing survey that you created: Choose a survey you created previously and add it to your project

  3. Use an existing survey that a Colleague createdFind a survey in your organisation’s library: Choose a survey that your you or a colleague created previously and add it to your project

  4. 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

How to navigate the Surveys App

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How to analyse your survey responses

Survey responses can be analysed from several pages:

  1. Survey Analytics

  2. a Progress Board

  3. 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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Good for:

  • Showing survey responses from one or more projects at once

  • Filtering results by Contact, Contact Group and Author Type

Good for:

  • Presenting survey results

  • Inviting people to reflect on survey results and log

    • Actions

    • Ideas, suggestions and best practice that could improve survey results next time

Good for:

  • Qualitative analysis: i.e. using labels to code different responses