Pulling your survey results
Finding your survey responses
Survey responses will be linked to your seminar record. You can find the survey response records in the Special Event related list and see directly on the record how many survey records have been created.
Surveys - Quick Link
Click on the quick link at the top of the record to go to the full list of survey responses. From there you can click into each survey record to see the details of the response.
Exporting your survey responses
To export all survey responses for your report, click the "Survey Responses" button at the top right of the main seminar record page.
Template: Survey Responses in Excel
The Excel template pulls the raw data for all survey responses, including ratings and comments:
- Survey records for the Special Event
- Contact Feedback records for moderator Special Event Attendees
- Contact Feedback records for staff Special Event Attendees
- Session Feedback records for excursion Sessions
Choose the template that corresponds to the seminar that you're working on. In this case, choose "AGLN - Seminar 3 Ratings" for the excel export for the Leading in an Era of Globalization seminar. Then click "Merge & Download" to generate your export.
Template: Survey Comments in Word
The Word template pulls only the comments for each question:
- Comments on Seminar
- Comments Overall
- Comments on Services
- Key Insights
- Behavior Impact (As a result of this seminar, I feel I will do things differently...)
- Thought Impact (As a result of this seminar, I have a new or different concept of...)
- Comments on Moderators
- Comments on Readings
- Comments on Excursions
- Comments on Staff
Choose the template that corresponds to the seminar that you're working on. In this case, choose "AGLN - Seminar 3 Comments" for the word export for the Leading in an Era of Globalization seminar. Then click "Merge & Download" to generate your export.
Preparing your report
Using the format from the word document, add in the metrics from the excel to complete your overall report. The final product should look something like the following (just the first two pages are shown) -
Word Export: Survey Comments & Report Format
The Word export summarizes the comments for each survey question and provides the basic format for your report. Once you add in the quantitative data from the excel export, this is the document you'll share with moderators and attach to the seminar record in Salesforce
The names of all Fellows who attended will pull into the comments section, regardless of if they left a comment for that particular question. Simply remove the bullets that are blank to clean up the formatting.
Excel Template: Survey Ratings
The Excel template compiles all the raw data from each of the individual survey responses and summarizes the overall ratings into tables that you can copy and paste into the final word document version.
Adding the quantitative data into your word document
For each blank table in the word document, there will a corresponding table in the excel document. Simply copy and paste the entire table from excel to word.
From the word document :
From the excel document:
Compiling Moderator Ratings
The template also includes a pre-populated pivot table "PMods" that calculates the average ratings for each individual moderator. These tables can be used to inform the values added into the pre-formatted tables in the word document.
Note that values will only populate for the three metrics that you included on the survey for each moderator so some cells will remain blank.
Include both the custom criteria as well as the number average in the final word document.
Compiling Staff and Session Ratings
To calculate the staff and session ratings in the excel, there is one additional step. Navigate to the Staff (and then the Excursions) tab, then copy each staff member (and then excursion) into a new set of columns sequentially from left to right.
You'll also need to type in the subsequent staff members' name into the yellow highlighted box were you see the "#VALUE!" error.
This will then cause the staff summary box on the first tab to populate with both the names and ratings of each team member.
Repeat this process on the excursion tab.
Once the summary tables are updates, copy and paste these values into the appropriate tables in the word document