Creating longitudinal surveys

This article explains how to configure longitudinal surveys to collect data over different periods (pre, mid, post) while keeping track of the stakeholders using a unique identifier.


  1. Existing project 
  2. Survey created for that project

Follow the below steps to configure a longitudinal survey

1. Log on to Impact Cloud, this is the first screen you will see :

2.Click on Impact Maker (Beneficiary Data Management). You will be navigated to the following screen:


NOTE: You will see all the projects created for your organization.

3. Click on the project for which the survey needs to be sent.  The below screen will be shown.  

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4. Select a survey that needs to be configured as a longitudinal survey and click on  to create sub-surveys. The below screen will appear :

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 5. Click on the Create Child Survey button to create a sub-survey to collect data over periods of time (for example, pre-survey, mid-survey, post-survey, etc).  The below screen will appear :

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6. Type the Name and Title for easy identification. 

7. Click on the Save and Continue button. The below screen will appear to select the questions that need to be included in this sub-survey. 

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8. In the field Select Unique ID, pick the question that has a unique value that can be used as a unique identifier for the respondent. For example, "Email Address." The unique identifier allows the system to match the responses from the different sub-surveys to the same respondent. 

NOTE: If there is a question in the survey for which you already know the answer, you can assign a default value. For example, if I am sending my pre-survey, I already know that the response to my question "Stage" is "Pre." To set up a default value, click on any of the questions and you will see a new option on the right side of the screen to set the default value from the list of possible values that you had previously created for that question.  

If you click on Keep in sync across sub surveys, the system will apply the same value regardless of which sub-survey this question appears on. This option is unrelated to the default value. You might want to use it for demographic information, like "Gender".  In this example, the system will copy the demographic information to the answers of all the different sub-surveys, which will be helpful for data analysis.  

9. Once you have configured everything on your sub-survey, click on Preview Survey to see the survey.

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10. Similarly, you can create a new sub-survey using the New Sub Survey button on the top right side of the popup screen.

11.  All the sub-surveys that have been created will appear as shown below :

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12.  A link to this survey can be obtained using the Copy button and can be sent to collect data. This option can be used when you do not want to send out the survey from the platform but you want to paste the link somewhere else. Please note that if the survey doesn't go out from the platform, the responses won't be tracked. 

13. The survey can be edited using edit icon and deleted using the trash can icon.


Congratulations !!! You have created a longitudinal survey and are ready to collect longitudinal data.

Please refer to the Sending out stakeholder surveys article next.