Capturing Relationship Data with a Survey

Capturing Relationship Data with a Survey

Setting up your ecosystem includes uploading your members, creating custom attributes, and customizing your profiles so you can begin managing your ecosystem members. It also can include creating member groups and attribute groups, adding more users and managing their access permission, and creating dashboards. 

Alert
Fight the urge to jump into the platform and take time to plan your implementation out in advance. This means deciding on who will be tracked as a member, which attributes to add and how to categorize them, and creation of a data dictionary or workflow guidance to keep your terminology and attributes clean, comparable, and well organized over time.

Capturing Relationship Data with a Survey

The PARTNER CPRM User Guide has detailed articles and video tutorials for each major step involved with creating and launching a survey to capture relationship data from your ecosystem members. Check them out for step-by-step instructions walking through the process. 

  1. Adding Custom Questions
  2. PARTNER 19 Validated Survey Questions
  3. Creating a Question Group (Template)
  4. Creating a Survey Capture
  5. Editing Your Survey
  6. Creating Email Templates
  7. Sending a Test Email
  8. Scheduling Emails
  9. Raising Response Rates

Next Article: Introduction to Data Analysis


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