Creating a Stakeholder Survey

This article provides a step-by-step guide to creating a survey to collect data from individuals, like clients or volunteers.

Pre-requisites:

* A project created on Impact Maker

 

In this article, we will review a few functionalities associated with creating a survey on the platform to be sent online OR importing a set of data from a different system (as an Excel). 

1. How to create a table to start a survey or import data

2. How to create survey questions

3. How to add calculations and scoring on top of your survey questions/imported data

4. Adding logo to the Survey

 

To create a survey or import data from a survey, it is necessary to create a table first. The table will contain the survey questions and the data once the responses start coming in. You can have multiple tables if you have multiple stakeholders to collect data from. For example, entrepreneur survey, resident survey, smallholder farmer survey, fishers survey, women survey. 

1. To create a new survey start by clicking on Create a New Table to Add Data 

2. Enter the Name, assign it to the relevant Project and Save. You can edit the other table details at a later time.

Show All - It shows all the surveys from all your projects. 

Clean Data - It is meant to clean/delete all the data collected for that table.

Table Icons that you must know :

  • View
  • KoboToolbox Integration
  • View Data
  • Import Data
  • Preview Survey
  • Send Survey to recipients 
  • Survey Link
  • Edit Survey

3. Click on the view icon   to start creating your survey questions. This place is also meant to view the number of questions created alongside their respective formats and optional definitions. 


To create a new survey question:

3.1 Click on Create fields
3.2 Enter the question in the Name field. The Definition is an optional field if you want to briefly explain the question. 
3.3 The Format will differ based on the type of question.

In the below example the question is “How many full-time employees do you have?”, and the answer format is “Number”, the “Range” has a default setting with “Positive Numbers”, however, it can be changed based on the scenario.

4. Click on Save.

    

The format options are quite self-explanatory. Here are the most commonly used scenarios in addition to the above example :

    • When the answer is monetary, pick the “Currency” format.
    • When the answer is a “Yes” or “No”, pick the “Yes/No” format.
    • When the answer is in percentage, pick the "Percentage" format. 
    • When the answer is open-ended, pick the “Long text” or “Single Line Text” format depending on how comprehensive or brief you want the answer to be. 
    • When the answer format is “Multi-Select”, there is an additional feature “Enter Options”, here you must add the multiple answer options using the feature “Add more”. And finally, click on “Enable Checkboxes”, without the checkbox feature the options would be in the form of a drop-down menu.
    • When the answer format is “Single Select”, there is an additional feature “Enter Options”, here you must add the multiple answer options using the feature “Add more”. And finally, click on “Enable Radio”, without the radio buttons feature the options would be in the form of a drop-down menu.
    • You may have some follow-up/skip logic questions in your survey, in this scenario please take note of the “Skip Logic Control” feature. The field that appears under the skip logic feature is the previous question you want to connect your follow-up conditional question to, i.e. you will enter the previous question in the “Field” and the follow-up question in the “Name” part of the form. In the example below, the follow-up question "If yes, please mention the sources of income" is in the "Name" field, and the relevant question "Do you have any supplemental income besides farming?" should come under the "Field" section. Under "Options" select the answer you want to associate your skip logic question to. In this example, the chosen answer is "Yes".

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    • If you want to write a note in your survey, write the note in the “Name” field and choose the format as “Note”. 

    • If you want to define a range for your answers, pick the format as  “Score” and enter relevant values in “Min” and “Max” as per your requirements. To keep this feature hidden be sure to click the "Internal" option, this will prevent it from appearing as one among the questions. 

    •  To rearrange the questions, you can drag the questions up and down to reorder them as you like. 
    • To change the page break settings, you can do so by going to the edit icon .
      "Page Break" will be marked as the default option, however, you can also choose the "Questions per page" option as you see fit. If you chose the "Page Break" option, an option will appear on the right-hand side of the "View" page as "Add a page break", click on this option whenever you would like to add a page break to the survey. The page break can be dragged up or down and you can reorder between the questions as per your requirements. 
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Additionally, the platform allows you to create scoring rules and formulas on top of your survey questions or imported data. For example, if you are collecting the "income before the program" and the "income after the program", you can create the following calculation: income after the program - income before the program to get the difference. 

These fields can be marked as "Internal", so they don't go out on the survey. We only have to configure them once at the beginning, after that, every time the data is collected or imported, the system will automatically execute all the operations.

Here are the most useful scoring and operation formats:

    • If you want to apply conditional formatting to your questions, pick the format as “Scale”, an “Add Rule +” option will appear. Now enter the question under “Name” and assign the conditions as per your requirements. Multiple conditions can be applied to the same question. This feature is used to filter responses for the purpose of data analysis. To keep this feature hidden be sure to click the "Internal" option, this will prevent it from appearing as one among the questions. Below are examples of how the scale feature can be used to analyze both the qualitative and quantitative data. 

      Example 1: Qualitative 

      Example 2: Quantitative
  • To further analyze your data you can apply the "Formula"  feature in the format. To keep this feature hidden be sure to click the "Internal" option, this will prevent it from appearing as one among the questions. Below is an example of a use case. Additional "Conditions" can be added. F0r example, only if gender = female.


Congratulations!!! You have created a survey.

 

How to add logo to the survey

  • On your survey in a particular project (the screen looks like below)
  • Go to the survey preview by clicking on this icon you will land on this page
  • Click on the pencil icon, you'll see a popup like the one below
  • Just click on the logo icon and upload the logo. That's it.