What are surveys?

A survey is a set of fields that you want people to complete when they create a story

• Whenever a survey is completed, the survey response is saved in the database as a story (called an Update in the front-end)

• Therefore a survey can be thought of as a template for a story with a set of questions and fields that need to be completed. This is why the name for surveys in the back-end is Story Category.

Watch the walkthrough

Get an overview of how the Surveys App works on Makerble

https://www.loom.com/share/420b34afeadf4052b8a43ff24edce603

Getting Started with Surveys

• Find publicly available surveys

• Create a survey

• Edit a survey

• Add a survey template to a project (Create a survey campaign)

• Enter a survey response on behalf of a contact

• Collect anonymous survey responses

• Email a survey to a Contact

• Send a 360° Feedback Survey

• Analyse a survey’s results from across one or more projects

Key features of the Surveys App

The difference between a Survey’s profile page and a Survey Campaigns

• Whenever a survey is created, it exists as a template and has its own profile page.

• In order to actually use a survey, i.e. enable people to create stories using that survey, the survey needs to be added to a project.

• When a survey is added to a project, it is called a Survey Campaign.

Survey Campaigns

There are four ways to create a survey campaign:

1. Create a new survey: create a new survey from scratch and then add it to your project

2. Use an existing survey that you created: Choose a survey you created previously and add it to your project

3. Use an existing survey that a Colleague created: Choose a survey that your colleague created previously and add it to your project

4. Use an existing survey created by someone outside your organisation: Choose a publicly available survey from www.makerble.com/explore/surveys and add it to your project

Start by going to the Surveys App on Makerble

• Click the Surveys button in the My Apps ribbon. It will take you to your Surveys page. From here you can

  • Find existing surveys that you or your colleagues created. (Yellow arrow)

  • Create a new survey from scratch (Purple arrow)

  • Find publicly available surveys (Blue arrow)

• Follow the instructions in the Survey Campaigns article for guidance on how to add a survey to a project and start generating survey responses.

Analyse your survey responses

Survey responses can be analysed from several pages:

1. Survey Analytics

2. a Progress Board

3. My Home page (using Timeline Filters) or from the Project page

Survey Analytics page	Progress board page	My Home or Project page
Good for: Showing survey responses from one or more projects at once Filtering results by Contact, Contact Group and Author Type	Good for: Presenting survey results Inviting people to reflect on survey results and log Actions Ideas, suggestions and best practice that could improve survey results next time	Good for: Qualitative analysis: i.e. using labels to code different responses