Create a Capture
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.
What is a Capture?
A capture is a snapshot of a network within your ecosystem at one point in time. Captures are created by sending a set of ecosystem members a set of questions and then mapping and analyzing the resulting relational data. Captures can be explored individually or compared and combined for more advanced longitudinal and comparative analysis in your ecosystem analyzer.
How to Create a Capture
First, log in to your PARTNER CPRM account and open your ecosystem.
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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 which type of capture you want to create (survey or form).
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 capture. 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 Data Capture.
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.
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.
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.
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