Capture Network Data with a Survey or Form

Capture Network Data with a Survey or Form

You can create unlimited captures in your ecosystem. These are where you can record interactions or events with partners and collect relational data from your network or a segment of your ecosystem. In this article, we will show how to create a data capture by selecting a set of ecosystem members, questions, and providing a name and date. 

Idea
How do you "Capture" Network Data?
Capture network data from your ecosystem at one point in time using a survey or form. Select questions from your question library to build a survey or form, share it with your members or users, and then explore your data by network or across the entire ecosystem.

How to Capture Network Data in PARTNER CPRM

First, log in to your PARTNER CPRM account and open your ecosystem.

1. Within your ecosystem, click "Captures" in the navigation menu on the left.

2. At the top of the page that opens, click "Capture."



3. In the window that opens, choose a survey or form.
Idea
Choosing Between Surveys and Forms:
Surveys are used to collect relationship data from the members of your ecosystem who are NOT PARTNER users (e.g. external members of your ecosystem/network). Forms are used for collecting relationship data from members of your ecosystem with a linked PARTNER CPRM account (e.g. internal members of your organization). 
4. Click "Next" at the bottom of the window.


5. Enter a name for your survey or form. Note that this name may be visible to your respondents of those filling out your form.

6. Click "Next."



6. Select which members to add to your survey or form.

Notes
These are the members who will show up in the "Bounded List" displayed with NMS questions.

For example, for the community meeting example, you would add the eight partners who attended out of the fi overall coalition members. You can select members individually or you can select one or more member group to add all their members to the capture.

Idea
If you have a lot of ecosystem members, you can search for members using the search field, and select all using the check box at the bottom. If you need to create a new member, return to your Ecosystem Member Bank to add them there first.

7. Click "Next" at the bottom of the page.



7. Select questions and question groups from your Ecosystem Question Bank to ask the members you previously selected.

8. Click "Complete" to finish and create the new capture.



Return to your captures library to view your new capture. Click the name to open the overview dashboard. 
Info
NOTE: When you open your capture, you can navigate between the modules for members, questions, emails, analysis, and an overall results dashboard using the menu on the top right.