How to conduct 360 feedback surveys?
This is step by step manual for 360 surveys creation and management.
1. Create a CSV or XLSX file with contacts
360-degree research starts with creating a .CSV, .XLSX (Excel) or .ODS (OpenOffice) file with contacts, for example in Excel.
| 360 Survey | Contacts template (Google docs) | Download |
| 360 Survey | Contacts template (Excel) | Download |
The file has to contain a column "email" with unique emails for every contact.
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2. Explanation of matrix
Example: watson@msl.com will be evaluated by 5 people. The survey will be sent to the client, subordinate, two coworkers and himself.
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NOTE. Emails in the fields coworker, manager and subordinate can be separated by commas or enters.
A table can be modified depending on your needs. The column order is optional. In order for the data to be imported correctly, you must enter the column names exactly as in the example.
3. Create a collector
To create a new collector go to "Collect responses" page and press the +ADD COLLECTOR button/ Then choose option 360 feedback at the collector settings.
4. Import the Excel file with contacts
To import the Excel file with contacts :
- Press Contacts button.
- Press ADD CONTACTS button.
- Then press Import and choose the right file.
- After that, press Preview button to check if all the contacts have been imported correctly. If there are any errors with coding, change the method of coding and press IMPORT.
5. Verify and activate collector
To verify the correctness of previous steps, check if the number of contacts is the same as the number of planned survey dispatches.
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If everything is correct, press Start collect responses to activate the collector and send survey invitation.
6. Piping
Piping (or data inserting), enables dynamic changes of the survey based on the given answers and data assigned to the contact. When creating piping for 360-degree surveys write {relatedCustom1} instead of {custom1}. This way system will know that it needs to insert data from a contact that is being assessed.
| Standard research | 360-degree research |
|---|---|
| {firstName} | {relatedFirstName} |
| {secondName} | {relatedSecondName} |
| {email} | {relatedEmail} |
| {phone} | {relatedPhone} |
| {custom1} | {relatedCustom1} |
| {custom2} | {relatedCustom2} |
| ... | ... |
| {custom8} | {relatedCustom8} |
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7. Logic
To create logic according to Relations, for example, to hide block "B4 Service" for contacts group "Clients":
1. Add logic Hide block, choose B4Service.
2. Press button + ADD EXPRESSION, and then CONTACT.
3. Choose Relation from the first list and Client from the second.
Option is available in the Professional and Enterprise plan.
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