Tracking Survey Data Like A Pro



Ready to track the collected data on SurveyPoint? 


The platform’s Track & Manage features allow you to track the data, navigate through different responses and view the collected data in different formats. 


Tracking survey data can provide valuable insights into customer satisfaction, employee engagement, and market trends. It can help a business identify areas for improvement, measure the effectiveness of changes made, and make data-driven decisions. 

The ability to track survey data over time can also help monitor progress and track changes in key metrics.

  • Launch your workspace and open the survey you’d like to track. 



Let’s take a look at a long-form survey made to collect household and demographic information. 

  • Click on the survey to open it. Once you have opened it, go to the “Track & Manage,” present in the middle of your topbar. 

  • Now, you will be taken to SurveyPoint’s Track & Manage window.


  • Additionally, you can easily switch between all the created surveys on your workspace if you need to access another survey. Next to “Monitor” is a button highlighting the title you’re currently viewing.

  • Once you click on the title, you will see a drop-down filled with all the surveys you have created in that workspace. Select the survey you want to open.


  • For an overview of the collected data, you can choose between three options under this tab:
    • Track & manage
    • Detail track sheet
    • Monitor

  • The button adjacent to the monitor represents the survey for which results are being displayed. 


Track & Manage

  • Let’s take a look at Track & Manage first. 
  • The Overall section shows your response rate. An upward arrow represents completed responses, while a downward arrow represents unfinished responses. 



The current example of a demographic survey shows a response rate of 1.1%, with 10 completed responses and 1 incomplete response. 

  • The bar graph shows weekly responses. In this example, Week 1 shows a total of 10 responses, with no responses in the other weeks since the survey ran only for a week. 



Moreover, the results can be downloaded from the screen’s top right corner. 


Detail Track Sheet



Let’s move forward to viewing a detailed track sheet. 

  • Click on “Detail Track Sheet,” located right next to Track & Manage. 

  • The detailed track sheet will show the most popular responses per question. Let’s take a look at the first question. 
  • In this case, the first question asked about the respondent’s location. According to this detailed track sheet, most respondents live in Delhi, followed by Haryana, UP, and Gujrat. 
  • Similarly, the detailed track sheet offers a detailed version of all the responses gathered by the survey according to every question. By tapping into the most common responses per question, you can gain a better understanding. 


Monitor



Monitor features of SurveyPoint allow you to run quality checks, create reports, and segregate the responses in a much better way. 

  • Click “Monitor” next to the Detail Track Sheet button to get started. 

  • Once you do that, you will be redirected to another page with all the Monitor options. 

  • We’ll begin with the first feature, ” Options.” Doing this will allow you to conduct quality checks for collected responses.

  • In SurveyPoint, you can run nightly or weekly quality checks.

  • The interface will also show you the number of quality checks you ran in the past. 

  • Additionally, you can schedule a quality check nightly or weekly by selecting the option “Save.”
  • Once you click on Save, you will see a pop-up letting you know that your settings have been scheduled. Click on “Close” to continue. 

  • You can also remove the settings by clicking on “Cancel.” 

  • Furthermore, suppose you are conducting a test survey to examine the knowledge level of your audience. In that case, you can add control checks to your survey by clicking on “Checks,” located on the sidebar of the Monitor Panel. 

  • Click the first arrows to choose the question you want to use in creating the check.



Now, select the question from the dropdown. 

  • Once you have selected the question, select the condition. Currently, the condition has been set to “is equal to.” 

  • To change the condition to something else, click on the arrows and select your condition from the drop-down menu. 

  • Let’s assume you have selected your condition as “is equal to.” The next step is to select your variable. Replace the mock text with your text or numerical answer to the question.

  • The above use case means that the right answer to the first question is Delhi. This, however, is not useful in case you are collecting demographic information. In case you are conducting knowledge checks, this option is highly recommended. 
  • You can also add another condition by clicking on “Add Condition.”

  • This means you can add another correct option to the question. 
  • Alternatively, you can click Remove to discard all the conditions or checks for that question.
  • If you want to add another Check to another question, click on “+ Add another check.
  • After you are finished with all the checks, click on “Save.”

You can view all the checks you’ve created in the checks panel once they’ve been saved. All you have to do is select the checks you would like to include in your survey, and you’re done. 

Let’s move on to Runs. 
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  • During a run, you can double-check your answers and have access to the most relevant information. 

  • To initiate a scan, click on “Run Now.” To move forward with conducting a check and run, ensure all conditions are selected by ticking the select all checkbox. 

To go back to the Track & Manage option, click on “Back To Track & Manage,”



Interested in knowing more about the features of Track & Manage? Browse to the next part of the manual to know more. 

Hope that solves all your doubts. However, if you still have questions, we are here to help. 

Write to us at connect@surveypoint.ai, and our team will connect with you shortly.