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Reporting on Similar Surveys of Different Names

Many organizations like to make clones of their ClickDimensions surveys and forms for specific campaigns where they want to gather the same data, but differentiate it in some way. This cloned content is used to match the theme or direction of a unique campaign; however, the information gathered on the form or survey will usually be unchanged. The primary differences will typically be title and positioning (placement on websites or landing pages). When this occurs, the global reporting on that specific form or survey is split between the clones regardless of whether the web content contains the exact same information or not. This could cause a problem for teams required to submit data on participants based on this submitted form or survey information, as this data will be split from the original reporting rather than accumulated.

So what’s a ClickDimensions user to do?

Take a look at the following example images of survey reports. These are surveys that contain the exact same questions, as one is a clone of the other. The only difference is the name of the survey. Since these are now technically different surveys, the reporting is split showing that 12 people took Dante’s survey and nine took Nick’s survey. But in total, 21 people took the same feedback survey.

If you wanted an aggregated report on all feedback results for every team member (in this case, Dante and Nick), you could do so with a few edits to these records in order to compile this related data.

You can use the CRM bulk edit feature to aggregate all of your similar surveys under one name when viewing all of your posted survey or form records in CRM. For this example, I will continue using the surveys referenced above. First, select all posted surveys you want to associate, as I’ve done in the following image, and click Edit.

The following screen will then pop up. Simply click within the Survey field and find the original web content record from which you cloned your newest survey. Select Change.

Now, notice the change on your posted survey records. They should all have the same value for the Survey field, yet still retain all their previous titles as shown below.

If you have done this correctly, you should see a change in the Survey Reporting option in any of the changed records. No matter which survey record you select, they will all have their data accumulated under the same survey record.

If you choose to associate all of your posted surveys with the same survey record, you will no longer be able to see the survey report for the individual surveys, but you will still be able to see all of the raw data in the individual posted survey and survey answer records for each person. You could then either make custom CRM charts to show a graph for each individual person, or you could re-bulk edit the posted surveys to associate them with the unique surveys for each person.

About the Author:

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Dante Porter is a ClickDimensions Marketing Success Manager.

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