In the Dashboard you can build survey templates and mail templates, create standard rating scales & themes, add contacts and launch projects ready to deploy surveys and then analyze and share results.
Watch this short video to get an introduction to the Spark Chart Dashboard.
Before launching a survey project it is important to create a well designed survey and communications. The key steps in the Dashboard include:
- Create common tools like rating scales and answer lists
- Build Survey Templates
- Customise Mail Templates
- Add People to contacts
- Set up and launch Projects
The Dashboard is designed to follow these steps.
Help is available via this help documentation, the Play tour buttons, Page Overviews and by clicking on the ? Icon in the top right hand corner of a page. Start by selecting the "Play tour" button to familiarise yourself with the main elements in the Dashboard.
In the Build area, design and customise Survey Templates quickly and easily. Surveys provide a template that may be re-used in multiple projects. Customise Mail Templates ready to be used when deploying surveys or to send messages to survey participants from the project Mission Control.
In the Tools area create standard tools that can be re-used when designing surveys.
Rating Scales is the place where regularly used survey scales can be created and stored. Rating Scales may then be selected for individual survey questions when creating surveys.
Themes are used to group items or questions in a survey together and can be useful for reporting. Themes may be added to individual survey questions when creating surveys.
Answer Lists can be used to store lists of items ready to be used in multiple choice survey questions.
A Token is a field that will be replaced with an assigned value. Tokens can be used in project instructions, surveys or email templates for things like dates or names. This feature is currently in beta and has been temporarily removed due to bug issues.
In the People area there is a Contacts menu to add contacts individually or import contacts easily from a list. Create Participant Lists ready to be added to projects.
Create a project at the Projects menu, give it a name, add project information and select the survey to be used. Then, "Launch" the project ready to add participants, deploy surveys, and analyze and share results in the project Mission Control.
Tags are a way to group items together (like Projects, Contacts, Rating Scales, Themes, Surveys & Templates) for easy access. Items may have more than one Tag attached to them. Tags are available for most lists and can be managed from the Tags button in the top menu.
Tags can also be added when creating or editing items like projects, surveys, mail templates, contacts, rating scales themes, participants, etc.
A Process Flow of the Dashboard