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This process is called Distance Travelled and you can do it easily on Makerble. With Makerble you can:
send the same survey to beneficiaries before and after you work with them
see the change in their answers to each question over time
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On Makerble, we have a variety of ready-made surveys that charities can add to their projects in a couple of clicks: https://www.makerble.com/explore/surveys
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Part 1: Add surveys to your projects
Login to Makerble Staging
Click Explore in the top menu
Use the All Departments toggle to select Surveys
The variety of surveys on Staging is not as good as on Production. The ones on Staging are for testing but they will still give you an idea of how surveys work.
Search for the Avengers: Choose Your Favourites survey and add it to both of your projects.
Press the Add To Project button.
A popup launches
Tick
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the projects you created and then press Save
The popup closes
Reload the page
A box will appear on the right of the survey page called Survey Campaigns: projects using the survey
Go to the Survey preview page of the survey you selected. On the right is the Projects using this survey box. Your project will now be listed here.
Select the name of your project.
You arrive on the Survey Campaign page.
Part 2: Complete before and after surveys for each beneficiary on each project
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A story on Makerble can be a survey response for one or more beneficiaries |
Steps
Select My Apps in the top menu
Select Surveys
You will see the Survey Campaigns you have access to (a Survey Campaign is a survey applied to a single project)
In the Avengers Survey Campaign for your first project, click the Use Survey button
A dropdown menu appears
Select Several contacts at once
You arrive on the Complete Survey page
Select a response for each beneficiary to each question
Also complete the field: What’s been happening with a text summary
At the bottom of the survey (or elsewhere) is a Date this actually happened field that lets you backdate the survey response.
So the first time you do the survey, set the date to some point last year. This will be for the Before responses
Then the second time you do the survey, set the date to more recently. This will be for the After responses
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
The Story show page has two tabs.
the Answers shows you a breakdown of each question and the answer selected for each beneficiary
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
You can click a beneficiary’s name to be taken to their Contact profile pagee
On the beneficiary’s Contact Profile page you will see their individual response to this survey as a post in their Timeline.
Create two sets of stories (survey responses) - for Before & After - for each survey on each project.
Part 3: See the distance travelled on a Progress Board Analysing survey results
Click Create in the top menu and select Progress Board (or Board)
Name your Board: “[name of your Charity] - [name of survey]”
In the Browse your Progress Trackers section, click the arrow to expand it to show your first project
Select the questions from the survey
Press Save
You arrive on the Progress Board page. It displays a card for each question on that project
Now press Edit Board and also add the same questions but from under your second project (leave the ones from the first project still there)
Now press Save
To see all the cards in the Board, scroll to the bottom of the Board and press Show All
Click the title of a question card to see the Distance Travelled chart for that question.
A popup loads with the Distance Travelled chart displayed
Use the Table radio button to see a table view of each journey and the specific beneficiaries whose answers changed
Click a journey to see the names of the beneficiaries who changed their responses in that way
Their names are shown
Click Start or End and it will show you a link to the specific response from that person
When you click View Response you can see their response
Bonus content
To understand survey results as a snapshot, i.e. not looking at Distance Travelled but for example, just looking at the results from the first time you did the survey, you can also go to the Analyse tab of the Survey Campaign page.
The Analyse tab displays a variety of charts that show the distribution of answers to each question. Instructions Video: https://www.loom.com/share/8ac9486f5d4f4a58b0529fc2497ee8a8
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.
Click the Filter button to use those filters and you will see the Demographic Field Filters listed in the Contact Filters section
Take a full page screenshot of your Survey Campaign page and add it to the Trello card for this task as a comment (How to take a full page screenshot)