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Data Research Portal
Data Collection and Analysis Process 
1. Define Your Objectives 
2. Work Backwards 
3. Design Your Survey 
4. Publish Your Survey to get responses 
5. Select the Respondents and Do a Test Drive 
6. Collect Responses 
7. Analyse Results 
8. Publish/Export your responses in multiple 
formats
Step 1 & 2 
1. Define Your Objectives 
– Figure out the decision or decisions you’re trying to 
make to focus your survey. 
2. Work Backwards 
– Once you’ve set your objectives, determine the data 
you need to gather in your survey to make your 
decision. 
Next step is design your survey, that needs “setup & 
selection” according to your requirements.
Setup 
Setup Following as per requirements 
• Tag Categories 
• Tags 
• Survey Type 
• Form Categories 
• Form Templates
Selection 
• Select the Client 
• Select the Project / Campaign
Step 3 – Design Your Survey 
Design Your Survey 
– Get a new Project ( Or Activity, Or Campaign) 
started 
– Use pre-defined templates to create new surveys 
in mins 
– Select the Client/s , Users involve in this activity 
– Choose from 16 different question types 
– Customize how your survey looks 
– Publish and Generate the Survey links
The Three Data Collection Modes 
• Secure 
– All information from respondent will be stored 
including ip address and email id, etc 
• Generic 
– Admin defined details ( example: company, gender, 
age, location, sector etc.) – No personal identification 
details 
• Anonymous 
– No personal information from respondent will be 
stored
Step 4 - Do a Test Drive 
Send your survey to friends and colleagues for a test 
run. They’ll help make sure your questions and 
response options are understandable and all your 
survey logic works
Step 5 - Publish Your Survey to get 
responses 
1. Send your audience your survey web link 
2. Embed your survey on your website or blog 
3. Email your survey to respondents 
4. Add your survey to your Facebook fan page 
5. Share your survey link on Twitter
Step 6 – Select The Respondents 
(For Sending link via email) 
1. Create a new broadcast 
2. Select the Engagement Group 
3. Apply filters ( if needed) 
4. Send a test email to yourself and 
5. Send Survey Link to selected engagement 
group
Step 7 - Collect Responses 
• Send your survey with a weblink, by email, or 
post on Facebook or Twitter 
• Embed your survey on your blog or website 
• See responses come back in real-time
Analyse Results 
Filter, crosstab, and graph results
Previous Example
Publish/Export your responses in 
multiple formats 
Export your responses in multiple formats including 
Graphs, charts, HTML reports, CSV, excel, pdf etc.

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Data research portal

  • 2. Data Collection and Analysis Process 1. Define Your Objectives 2. Work Backwards 3. Design Your Survey 4. Publish Your Survey to get responses 5. Select the Respondents and Do a Test Drive 6. Collect Responses 7. Analyse Results 8. Publish/Export your responses in multiple formats
  • 3. Step 1 & 2 1. Define Your Objectives – Figure out the decision or decisions you’re trying to make to focus your survey. 2. Work Backwards – Once you’ve set your objectives, determine the data you need to gather in your survey to make your decision. Next step is design your survey, that needs “setup & selection” according to your requirements.
  • 4. Setup Setup Following as per requirements • Tag Categories • Tags • Survey Type • Form Categories • Form Templates
  • 5. Selection • Select the Client • Select the Project / Campaign
  • 6. Step 3 – Design Your Survey Design Your Survey – Get a new Project ( Or Activity, Or Campaign) started – Use pre-defined templates to create new surveys in mins – Select the Client/s , Users involve in this activity – Choose from 16 different question types – Customize how your survey looks – Publish and Generate the Survey links
  • 7. The Three Data Collection Modes • Secure – All information from respondent will be stored including ip address and email id, etc • Generic – Admin defined details ( example: company, gender, age, location, sector etc.) – No personal identification details • Anonymous – No personal information from respondent will be stored
  • 8. Step 4 - Do a Test Drive Send your survey to friends and colleagues for a test run. They’ll help make sure your questions and response options are understandable and all your survey logic works
  • 9. Step 5 - Publish Your Survey to get responses 1. Send your audience your survey web link 2. Embed your survey on your website or blog 3. Email your survey to respondents 4. Add your survey to your Facebook fan page 5. Share your survey link on Twitter
  • 10. Step 6 – Select The Respondents (For Sending link via email) 1. Create a new broadcast 2. Select the Engagement Group 3. Apply filters ( if needed) 4. Send a test email to yourself and 5. Send Survey Link to selected engagement group
  • 11. Step 7 - Collect Responses • Send your survey with a weblink, by email, or post on Facebook or Twitter • Embed your survey on your blog or website • See responses come back in real-time
  • 12. Analyse Results Filter, crosstab, and graph results
  • 14.
  • 15. Publish/Export your responses in multiple formats Export your responses in multiple formats including Graphs, charts, HTML reports, CSV, excel, pdf etc.