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Makerble can automatically adjust a survey based on two factors:

 What are Waves and Respondent Types?

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

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

    image-20240422-093327.png

  2. Select Customise Versions

  3. 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

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

  2. Press the Manage Wording button

  3. You arrive on the Manage Wording page for that Survey Template

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

Requirements:

  1. In the Choose a Project dropdown list: select the project that you are managing the wording of the survey on

    1. If you need to adapt the wording of questions across multiple projects, you will need to repeat this process for each project

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

  3. In the Choose a Question dropdown list: select the Survey Question that you want to adapt the wording of

  4. This causes a table to appear on the page

  5. 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

  6. The Question Wording column displays blue hyperlinked text.

    1. Click the blue text in that column

    2. This launches the Manage Question Wording popup.

      image-20240607-170245.png

    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.

  7. 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.

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