This is a step by step manual for 360 surveys creation and management in SurveyLab.
Create survey and add points for the answer choices. System will need this information for data aggregation and metrics calculation.
Piping (or data inserting), enables dynamic changes of the survey based on the given answers or 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 survey | 360-degree survey |
---|---|
{firstName} | {relatedFirstName} |
{secondName} | {relatedSecondName} |
{email} | {relatedEmail} |
{phone} | {relatedPhone} |
{custom1} | {relatedCustom1} |
{custom2} | {relatedCustom2} |
{custom3} | {relatedCustom3} |
... | ... |
{custom8} | {relatedCustom8} |
To create a new collector go to "Collect responses" page and press the + ADD COLLECTOR button. Then select option 360 feedback at the collector settings.
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 an "email" column with unique emails for every contact.
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.
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.
To import the Excel file with contacts :
To verify the correctness of previous steps, check if the number of contacts is the same as the number of planned survey dispatches.
If everything is correct, press Start collecting responses to activate the collector and send survey invitation.
EXAMPLE
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 LOGIC, and then CONTACT.
3. Choose Relation from the first list and Client from the second.
NOTE. If you started data collection don't remove your contacts from the collector. This action will deactivate all links send in the survey invitations to your respondents.
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