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General Navigation
Registering for SAMETRICAAccepting assigned FormsThe Common Foundations of Impact Measurement
Administrative Features
Collaborating on your Impact ReportRemoving a collaborator
Data Set-up
Creating workspaces in the Complex Data CollectorQuestion types in Complex Data CollectorCreating forms and surveysMultiple Choice Question Converted to DropdownAdding Range to Date QuestionCustomize Date Question Intake FieldsMax Value Allowable Based on a Previous Question's AnswerDisplay a Previous Question's Answer as Help TextCustom Input Validation Using REGEX PatternAllow Partial Save of ResponsesPublishing a FormUnpublishing a form or surveyEditing an existing Form
Data Collection
Collecting responses on your forms and surveysPreview and printing formsAssigning FormsUploading Data into the SAMETRICA PlatformHow to send Survey through SMS FeatureEmailing forms or surveysMaintaining e-mail groups to send surveys and formsHow to send Survey through SMS Feature
Data Management
Best Practices for adding questionsPartial Response ResetUsing Form Question as a Unique IDViewing form responsesReviewing individual responses in formsEdit form responses for data errorsDeleting responses from formsExporting form responses
Calculations
Terminology of a Logic ModelCreating a Logic Model and CalculationsConditions in Logic ModelsSetting-up Array Calculations in the Logic Model BuilderExporting your Logic Model as a JSON file
RBC Emerging Artists Guidebook
The Onboarding ProcessGetting StartedSAMETRICA SystemEAP Training VideoReceiving a workspace invitation to SAMETRICARegistering with SAMETRICAVerifying your e-mail address with SAMETRICAFinding your SurveysOperational SurveyFilling out your SurveyParticipant SurveyAdding questions to SurveyPublishing the SurveySending out your Participant SurveyReviewing Survey DataExporting Your DataEditing your Survey ResponsesReceiving a Logic Model invitationPrinting your Operational Survey or Participant Survey Add Users to WorkspaceLogging in to SAMETRICAResetting your SAMETRICA passwordDe-Identification ProcessUploading Data into the SAMETRICA PlatformHow to send Survey through SMS FeatureFAQsSAMETRICA Security Technical FAQDownload of the Guide Book

Collecting responses on your forms and surveys

What does the feature accomplish

Once you've published your form, you can send your form out to collect responses and evidence your outcome reports! There are a few ways you can collect responses, read further to find out how.

How to use the feature

Send e-mail requests for responses

  1. Click on the form you would like to send off.
  2. From the action menu, select the Send E-mail option.
  3. From the modal that appears, enter the e-mails of the people you would like to send the form or survey.

Note that you can also customize the e-mail message, send yourself a copy, or maintain recipient lists so you don't need to enter the same e-mails multiple times.

Copy the URL link into documents used to request responses

  1. Click on the form you would like to send off.
  2. From the action menu, select the Copy Link options.
  3. From the modal that appears, click the Copy Link button.
  4. You can now the paste the link into e-mails, Word Documents, or anything else you like!

Enter responses manually

  1. Click on the form you would like to send off.
  2. From the action menu, select the Enter Manually option.
  3. From the modal that appears, start entering your responses. 

Send SMS/WhatsApp survey

  1. Contact your SAMETRICA project team or support@sametrica.com to enable the SMS survey feature on your form.
  2. From the action menu, select Send SMS survey.
  3. Upload your CSV with phone numbers into the window.
  4. Configure your send out parameters, and click send!
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