Module B: Basics part 2

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

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

Lesson 15 - See which surveys are used on which projects

Start the lesson

What you’ll learn

• How to see which surveys are available on the projects you work on

How long is this class?

5 minutes

Difficulty level

Low