Module B - Basics Part 2

Welcome to your second module in the Become A Pro series

Lesson	Details

Lesson	Details
Lesson 1 - Edit a contact’s bio Start the lesson	What you’ll learn How to add more details to a contact How to change the details stored for a contact How long is this class? 3 minutes Difficulty level Low
Lesson 2 - Add a form to a contact Start the lesson	What you’ll learn How to add an additional form to a contact How to toggle between the different forms on a contact’s bio How long is this class? 3 minutes Difficulty level Low
Lesson 3 - Add a relationship to a contact Start the lesson	What you’ll learn What a relationship is How to link two contacts together using relationships How long is this class? 3 minutes Difficulty level Low
Lesson 4 - Add a flag to a contact Start the lesson	What you’ll learn How to signal to your coworkers that there’s important information about a particular contact How long is this class? 3 minutes Difficulty level Low
Lesson 5 - Record who referred a contact Start the lesson	What you’ll learn How to record which person or organisation referred a contact to you How long is this class? 3 minutes Difficulty level Low
Lesson 6 - Record who you have signposted a contact to Start the lesson	What you’ll learn How to record which person or organisation you have signposted a contact to How long is this class? 3 minutes Difficulty level Low
Lesson 7 - See how many referrals have been made Start the lesson	What you’ll learn How to create and edit charts that show the number of referrals that have been made and from whom How long is this class? 3 minutes Difficulty level Low
Lesson 8 - see how much signposting has been done Start the lesson	What you’ll learn How to create and edit charts that show the number of signpostings that have been made to which individuals and organisations How long is this class? 3 minutes Difficulty level Low
Lesson 9 - Label a story Start the lesson	What you’ll learn How to categorise your surveys and stories according to whether they’re suitable for a case study, quote or as evidence of a qualitatively coded theme How long is this class? 3 minutes Difficulty level Low
Lesson 10 - Fill in a survey on behalf of a contact Start the lesson	What you’ll learn How to complete a survey as a coworker on behalf of a contact How long is this class? 5 minutes Difficulty level Low
Lesson 11 - Edit a story or survey response Start the lesson	What you’ll learn How to edit a story or survey response How long is this class? 5 minutes Difficulty level Low
Lesson 12 - Invite contacts to fill in a survey themselves Start the lesson	What you’ll learn How to invite contacts to complete a survey by sending them an email, SMS or sharing a private link with them another way How long is this class? 10 minutes Difficulty level Low
Lesson 13 - See the survey response rate Start the lesson	What you’ll learn How to see the percentage of contacts that have completed a survey How long is this class? 5 minutes Difficulty level Low
See an individual respondent’s improvement over time
Lesson 14 - See the survey results Start the lesson	What you’ll learn How to see your survey results How to do basic analysis of survey results How to export charts of your results How long is this class? 10 minutes Difficulty level Low
Use success detection to see the success rate of your projects
See the Distance Travelled for your survey questions
See the Distribution over Time for your survey questions
Lesson 16 - All the ways you can create a story Start the Lesson	What you’ll learn How long is this class? 3 minutes Difficulty level Low