Planning and conducting surveys with CiviMobile

CiviMobile
4 min readFeb 17, 2021

The challenges interviewers face on the job are just too many to be magnified by inconvenient survey techniques. By integrating CiviMobile Surveys into their practices of gauging public opinion, interviewers will have everything they need at their fingertips, in particular:

Detailed info about active surveys

Required permissions assigned, all active surveys are easily discoverable upon a tap on the main side menu item “Survey”. From the Survey screen an interviewer will navigate to the Survey details screen with all required information about the selected survey: title, type, instructions, respondent count, survey summary report (Pic.1).

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Respondent tracking

The respondent tracking is far more than a means of monitoring the target audience engagement. No less importantly, it helps interviewers to manage their daily work. Displayed on the Survey Details screen, respondents tracking is implemented as the interviewed and reserved respondent count as well as the Pie Chart calculating the percentage of respondents by status (interviewed, reserved, GO TV) (Pic.2)

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Ability to reserve and release respondents

Defining the target audience is most commonly the first step when planning a survey. When this hurdle has been jumped over, the next step is preparing a respondent list. In that regard, the interviewer will tap “+” icon in the top-right corner of the Reserved Respondents screen to add individual contacts or the whole group to the list and reserve selected ones for survey. ACL roles restrict interviewer’s access giving permissions to view and edit only certain groups of contacts. The interviewer will be able to release the contact, mark contact as GO TV or change the respondent’s status (Pic.3)

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Respondent list with background data

Why switch to spreadsheets, tools and notebooks for respondent list when CiviMobile survey functionality is a silver bullet that cuts through complexity of interviewer needs and provides all necessary features for planning and conducting surveys. Respondent list is not an exception. A tap on the count in the Respondents section will open a list of reserved respondents filterable by the contact information and status. To view or update contact information in CiviCRM Profile an interviewer taps the selected respondent and adds missing data or corrects the existing info while conducting the survey (Pic.4).

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Assigning interviewers

Collecting information for organization initiatives is a collective effort and usually help of staff members and volunteers is enlisted to conduct surveys. To complete canvassing campaigns by due date, avoid surveying the same set of respondents twice and then receive skewed data results, contacts are reserved and assigned to certain interviewers. With CiviMobile 5.5.1 you can do even more and assign interviewers or monitor their activities when the campaign is already in full swing. The feature protects from unforeseen events (Pic.5).

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Collecting data in real time

The moment the interviewer selects the contact from the reserved list and taps “Start Interview” button on the Contact Details screen, the survey is launched. Contacts provide answers to questions that appear on the Question screens, interviewers capture responses and the data is instantly saved in a server location, available for analysis at any time. It is essential that organization staff members instantly have a unique insight into respondents’ issues, attitudes, opinions and vision. No issue will escalate to be more difficult to tackle while data is being processed (Pic.6).

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CiviMobile

CiviMobile is a native application that allows CiviCRM users to leverage the combined benefits of the software and their smartphones.