Makerble can automatically customise a survey based on two factors:
the Wave
the Respondent Type
Ways you can customise a wave’s version of a survey
Type of customisation | Screenshot |
|---|---|
Hide a question |  |
Reword a question |
Explanation video
What it looks like
If you want different people to see slightly adapted versions of the same survey based on the Wave of the survey (i.e. whether it is a Baseline, Midline or Endpoint) and the type of person who is responding to the survey - the Respondent Type (e.g. whether the person is a Student, Lecturer, Parent, Friend, etc), you should use the Manage Wording option on the Survey Template page.
Step by step instructions
Start from the Survey Campaign page
Go to the Survey Campaign page
Select Customise Versions
You arrive on the Customise Versions page (scroll down for further instructions)
Start from the Survey Profile page
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 button
You arrive on the Manage Wording page for that Survey Template
Once you are on the Customise Versions (Manage Wording page)
Requirements:
In the Choose a Project dropdown list: select the project that you are managing the wording of the survey on
If you need to adapt the wording of questions across multiple projects, you will need to repeat this process for each project
In the Choose a Wave dropdown list: select the Wave that you want to adapt the wording on
In the Choose a Question dropdown list: select the Survey Question that you want to adapt the wording of
This causes a 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 the survey.
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.
On the Manage Wording page of a survey, click on the A Respondent Type radio button and choose a respondent type from the drop-down menu.
All the questions for that respondent type will be displayed.
