A robust way to measure your organisation’s impact is to conduct surveys of your beneficiaries

• Before you work with them

• After you’ve worked with them

• Then compare the difference between their answers

This process is called Distance Travelled and you can do it easily on Makerble. With Makerble you can:

1. send the same survey to beneficiaries before and after you work with them

2. see the change in their answers to each question over time

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

We also allow charities to create their own survey questions from scratch - but this is not covered in the induction as it is a multi-step process.

Your task

• Browse the Makerble Surveys Library and pick a survey that would be appropriate for each project. Press Add to projects to add the survey to the project

• Enter some imaginary responses to the survey questions for each of the beneficiaries in your projects. The instructions below will show you how to change the Date Happened so that Makerble can distinguish between the answers from Before and the answers from After.

Steps

• Part 1: Add surveys to your projects

• Part 2: Enter fictional survey responses to each question

• Part 3: See the Distance Travelled on a Progress Board

Part 1: Add surveys to your projects

1. Login to Makerble Staging (QA)

2. Open the left sidebar → select Survey –> select Survey Templates

   

3. 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.

4. Search for the Avengers: Choose Your Favourites survey and add it to both of your projects.

   

5. Press the Add To Project button.

6. A popup launches

   

7. Tick the projects you created and then press Save

   

8. The popup closes

9. Reload the page

10. A box will appear on the right of the survey page called Survey Campaigns: projects using the survey

    

11. 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.

12. Select the name of your project.

13. You arrive on the Survey Campaign page.

    

Part 2: Complete before and after surveys for each beneficiary (contact) on each project

• How to do it: Complete a Survey about a single contact

• Clients deploy surveys on Makerble in various ways, e.g. sending unique survey links to beneficiaries or creating public links that anyone can complete.

  • The option that you should use however is in the COMPLETED BY YOU AND YOUR TEAM section which lets you input the answers for several beneficiaries at once.

  • This means that for this induction exercise you will need to create four stories:

  • 1. Containing the before responses for the beneficiaries in your first project

  • 2. Containing the after responses for the beneficiaries in your first project

  • 3. Containing the before responses for the beneficiaries in your second project

  • 4. Containing the after responses for the beneficiaries in your second project

Steps

1. Select My Apps in the top menu

2. Select Surveys

3. You will see the Survey Campaigns you have access to (a Survey Campaign is a survey applied to a single project)

4. In the Avengers Survey Campaign for your first project, click the Use Survey button

   

5. A dropdown menu appears

6. Select Several contacts at once

   

7. You arrive on the Complete Survey page

   

8. Select a response for each beneficiary to each question

9. Also complete the field: What’s been happening with a text summary

10. At the bottom of the survey (or elsewhere) is a Date this actually happened field that lets you backdate the survey response.

    1. So the first time you do the survey, set the date to some point last year. This will be for the Before responses

    2. Then the second time you do the survey, set the date to more recently. This will be for the After responses

11. 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

    

12. The Story show page has two tabs.

    1. the Answers shows you a breakdown of each question and the answer selected for each beneficiary

    2. 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

       1. You can click a beneficiary’s name to be taken to their Contact profile pagee

       2. On the beneficiary’s Contact Profile page you will see their individual response to this survey as a post in their Timeline.

13. 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

1. Click Create in the top menu and select Progress Board (or Board)

2. Name your Board: “[name of your Charity] - [name of survey]”

3. In the Browse your Progress Trackers section, click the arrow to expand it to show your first project

   

4. Select the questions from the survey

   

5. Press Save

6. You arrive on the Progress Board page. It displays a card for each question on that project

   

7. 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)

   

8. Now press Save

9. Select Analytics view: Analytics view of Progress Board

10. There is a tab for each question in the survey.

    1. Select a question

    2. then scroll down until you see the Distance travelled chart

    3. take a screenshot of it

Bonus content

1. 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.

   1. How to get there

   2. 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

2. 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.

3. Click the Filter button to use those filters and you will see the Demographic Field Filters listed in the Contact Filters section

4. 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)

Old version

1. To see all the cards in the Board, scroll to the bottom of the Board and press Show All

2. Click the title of a question card to see the Distance Travelled chart for that question.

3. A popup loads with the Distance Travelled chart displayed

   

4. Use the Table radio button to see a table view of each journey and the specific beneficiaries whose answers changed

   

5. Click a journey to see the names of the beneficiaries who changed their responses in that way

   

6. Their names are shown

   

7. Click Start or End and it will show you a link to the specific response from that person

   

8. When you click View Response you can see their response