Create a Capture

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.

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, give your capture a name.
NOTE: The capture name is used to auto-populate several fields, including the survey name merge tag used for email templates and survey invitations. Choose a name that is descriptive and is okay to be public-facing. Do not leave it blank.
4. Click "next" at the bottom of the window.



5. Select which members to add to your Data Capture. For example, for the community meeting example, you would add the 8 partners who attended out of the 14 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.
6. 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.

For example, with a community meeting, we might ask what members gained from the meeting, how well the know the other attendees, whether they created any new connections, and what resources they have to contribute to the projects discussed at the meeting, to leverage the connections made in the room for future planning and implementation of the coalition's decisions. 
If you want to add a new question to use, return to your Ecosystem Question Bank and add it there first.
8. Click "Complete."



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, analysis, and a report using the menu on the top right.

    • Related Articles

    • Edit a Survey

      In this article, we will show how to manage and edit a survey within a data capture to prepare it for launch. How to Edit a Survey First, log in to your PARTNER CPRM account and open your ecosystem. 1. Within your ecosystem, click "Captures" in the ...

    • Create a Question

      This article shares how to add a question in your question library. These can be used to create question groups and surveys which you can send to capture relational data from the members of your ecosystem. Create a question from scratch or use our ...

    • Create a Question Group

      This article shares how to add a question in your question library. These can be used to create question groups and Surveys which you can send to capture relational data from the members of your ecosystem. How to Create a Question Group Start by ...

    • Create an Email Template

      This article will explain how to create an email template for your Ecosystem Email Template Library. Email templates can be used to email your ecosystem members, send them surveys, share profiles and dashboards, and disseminate other information to ...

    • Using Question Logic

      This article demonstrates how to setup and use question logic to skip or display specific questions to specific respondents based on logic settings you create using attributes or previous question responses. This includes display logic and skip ...