Module B - Basics Part 2

Lesson 1 - Edit a contact’s bio

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

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

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

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

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

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

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

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

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

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

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

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

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

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

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low