Importing survey data to RE

Laura Wensley · May 2017

We have 600 survey results from surveymonkey. Can someone share the best way to save responses and/or simply tag survey respondants into the main database?

Thanks,

Laura

Carolyn Moatz · May 2017

Laura Wensley:

We have 600 survey results from surveymonkey. Can someone share the best way to save responses and/or simply tag survey respondants into the main database?

Thanks,

Laura

We did a survey and used an attribute to indicate who got the survey and whether or not they completed it. Any notable responses were added to notes, but most were just kept in a separate file.

Melissa S Graves · May 2017

I think this has worked best when I reocrded it as an action with action attributes for each response. This way the whole survey was in one action and you did not have dozens of new constituent attributes.

Donna Mortensen · May 2017

I'm getting ready to send out a survey and it hadn't occurred to me to pull participation data into RE. It'll be on a topic unrelated to fundraising but important to our students' families so it will be nice to track who participates. Thank you!

Elizabeth Johnson · May 2017

I had to do this a few years ago. Anyone that received the survey had an appeal on their record. What I ended up doing was using a Concatenate formula in excel to come up with a narrative summary that was then imported onto the record as an action. I wasn't consulted about the questions and would have loved to be involved from the beginning as things like action attributes for answers might have made sense and working with the buildings to use our pre-existing table entries as options would have been wonderful!

Best of luck,

Elizabeth

Laura Wensley · May 2017

Laura Wensley:

We have 600 survey results from surveymonkey. Can someone share the best way to save responses and/or simply tag survey respondants into the main database?

Thanks,

Laura

Thank you for all the responses. My next question is how do I get the survey data into the main database, without entering them one-by-one. Do I create a batch? Import records using the globally change function? My data is in an excel spreadsheet at the moment. I can map data by last name, class and const ID plus a field with personal responses.

Jen Claudy · July 2017

Use Admin > Import. Test first with a short list of records and be sure you have a backup of your database.

Importing survey data to RE

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