Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

Welcome to your first module in the Become A Pro series

Lesson

Details

Lesson 1 - Edit a contact’s bio

image-20240213-142511.png

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

image-20240220-131024.png

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

image-20240220-132329.png

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

image-20240220-134832.png

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

image-20240220-134922.png

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

image-20240220-134948.png

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

image-20240220-135012.png

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

image-20240220-135016.png

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

image-20240220-135039.png

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

image-20240220-135228.png

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

image-20240220-135328.png

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

image-20240220-135451.png

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

image-20240220-135533.png

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

image-20240220-135012.png

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

image-20240220-135701.png

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

  • No labels