Show, Hide and Reword the Questions in each Version of a Survey

Owned by Matt Kepple
Last updated: Aug 15, 2024
5 min read

Makerble can automatically adjust a survey based on two factors:

 

Wave

  • Waves are a way to distinguish different versions of a survey

  • They are often used with pre & post (longitudinal) surveys where you have

    • Baseline

    • Midline

    • Endline

  • These 3 points in time when the survey is completed can be a wave - which means that you can use Makerble to automatically adjust the inclusion and wording of questions based on the wave.

Respondent Type

  • Respondent Types are the types of people who can complete a survey.

  • There are four Respondent Types automatically available on your account:

    • Coworkers (i.e. users who fill in a survey whilst signed-in to Makerble, even though the survey response might be about one of your contacts)

    • Contacts (i.e. people saved in your CRM whom you send a unique survey link to)

    • Members of the Public (i.e. people who complete a survey using a public link that you share)

    • Observers (people whose perspective you want on the performance of one of your contacts. These are used for 360° surveys and when you want to triangulate impact)

  • If you use Relationship Types you will have additional Respondent Types generated for each side of the Relationship.

    • E.g. the Mother & Daughter relationship type will have two Respondent Types

      • Mother (from Mother & Daughter)

      • Daughter (from Mother & Daughter)

    • These additional Relationship Types allow you to further customise your 360° surveys.

 

What you’ll cover in this article

Ways to adjust a wave’s version of a survey

Type of customisation

Screenshot

Type of customisation

Screenshot

Hide a question

 

Customise Version - Question changes.gif

 

Reword a question

Explanation video

What it looks like

Tailor the appearance of a survey based on

  • the Wave of the survey (i.e. whether it is a Baseline, Midline or Endpoint)

  • who is responding to the survey - the Respondent Type (e.g. whether the person is a Student, Lecturer, Parent, Friend, etc)

Step by step instructions

Go to the Survey Versions page

Start from the Survey Campaign page

  1. Go to the Survey Campaign page

  2. Select Survey Versions

  3. You arrive on the Survey 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

  1. Go to the Survey Template page of the survey you want to adapt the question wording of

  2. Press the Survey Versions button

  3. You arrive on the Survey Versions page for that Survey Template

Once you are on the Survey Versions page (Manage Wording)

Requirements:

  1. In the Choose a Project dropdown list:

    1. if you are using Exclusive Waves: select the project that you are managing the wording of the survey on (If you are using Exclusive Waves you will need to adapt the wording of questions for each project individually)

    2. if you are using Shared Waves: select your organisation

  2. In the Choose a Wave dropdown list: select the Wave that you want to adapt the wording on

  3. For What would you like to start with? choose

    1. Respondent Type: if you want to customise all the questions in the survey for a particular respondent type, e.g. for a Colleague or a Contact. (Learn more about Respondent Types)

    2. Question: if you want to customise a single question in the survey for all respondent types

  4. If you chose:

    1. A Respondent Type: then select the Choose a Respondent Type dropdown menu and choose a Respondent Type. This causes a table to appear.

    2. An Indicator: then 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.

How to use the table

For a single Respondent Type

  • The table displays a row for each question in the survey

  1. Click the blue text in the Question Wording column to launch the popup that lets you change the appearance of that question based on the Wave

For a single Indicator

  1. The table to appear on the page

  2. The table displays a row for each Respondent Type within your organisation

    1. 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

        1. completing a survey using a personalised survey link

        2. 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.

    2. In addition, Makerble automatically generates a Respondent Type for each Relationship Title within a Relationship Category

  3. The Question Wording column displays blue hyperlinked text.

    1. Click the blue text in that column

    2. This launches the Manage Question Wording popup.

    3. In the popup you can choose to

      1. Display the metric (indicator)'s title as the survey question for this Respondent Type

      2. Hide the survey question for this Respondent Type

      3. Use alternative phrasing - i.e. write your own wording for that survey question for this Respondent Type

    4. Press Save

    5. The popup closes and the adapted wording for that question is displayed within the table.

  4. Now that the Survey Questions have been adapted, you can deploy adapted versions of the survey.

Related articles