Survey Results in RE Profiles

Marisa Allison

My organization has recently been putting out some very useful surveys to our constituents regarding their general feelings on our org, as well as the transition to virtual events we have had to make due to COVID-19. We would like to put these results into RE, but are unsure where to put them in profiles. Right now, I'm thinking that putting the survey responses into the actions tab would be the best place but I figured it would be best to consult the community in case you all have a better process! 


I look forward to reading your thoughts!


Thanks!

Marisa

Jennifer Lucarelli

I would love to pick your brain about what kind of questions you ask & what the response looks like.

We struggle getting people to respond to our surveys. willing to share?

Jennifer Lucarelli

Also, depending on what kind of info, maybe attributes?

Marisa Allison

Jennifer Lucarelli:

I would love to pick your brain about what kind of questions you ask & what the response looks like.

We struggle getting people to respond to our surveys. willing to share?

Of course! I'll private message you more information  

Dariel Dixon

Depending on the type and the volume, attributes are the best place.  You would have the create attributes for each question, but then you could filter and sort by them.  You can place that they filled out the survey in actions, but I think the responses would need to be searchable and indexed to be of any use.

Ashley Gelderblom

Actions are the place, either add as a notepad block, or if you don't have the skills to unpick a notepad block then action attributes are the place.

If you do multiple surveys over the years and you have saved them in Cons Attributes, analysing them and separating them might prove a nightmare

Matthew Nareff

Just to follow up on what Dariel said, you could set up the survey as an action but use action attributes for all the questions.  Then everything about the survey would be in one place and you can still pull and filter action attributes.

Michelle Tribe

Oooh, I love the idea of putting the results of a one-off survey into an action via attributes! My organization does an annual survey of donors, and for those (as they are fairly static questions year over year), we create an event and put the answers in event participant attributes.

Sarah Thompson

@Ashley Gelderblom
Hello! I have a colleague who recently did a survey of a fairly large chunk of our constituents but did not keep the constituent ID attached (she used Paperform for the survey). Two questions: is there any way other than manually entering the data to get that information into RE? The survey was in part looking for updated email and address info, so that info won't' necessarily be useful in matching records And second: in the future is there a way to create a survey of sorts from within RE or just how have all these folks responding here kept the unique identifier attached to their records when they do a survey?

Stu Manewith

@Sarah Thompson Omatic Software has a solution for this, with very sophisticated matching algorithms that will can match constituent records based on email and/or physical address data. Please don't hesitate to refer your colleague to us and have her contact info@omaticsoftware.com.

Ashley Gelderblom

@Sarah Thompson If you don’t have the cons id, but you do have a combination of name, address email you should be able to do some excel lookup work to (skills dependent- but concatenate and vlookup are your friend here) get the cons id onto the survey source for a good % of the file. The others may have to be searched manually. But once you have a new column in your data with cons ID, you can reach out to BB for help in importing actions with action attributes, and or action notepads.

Alternatively Import-O-matic can do a lot of the heavy lifting

Stu Manewith

@Ashley Gelderblom – thanks so much for referring Omatic. This kind of work is our (proverbial) ‘bread and butter’. Much appreciated.