Uploading Respondent Information

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Survey Questionnare ✔️
Survey Settings ✔️
Respondent Groups ✔️
Respondents Detail ❓

Whether you're stuck on how to insert respondent details, or you're looking for a more efficient way to launch surveys for a cohort of respondents, you've come to the right place.

Basic Respondents Refresher

Selecting Respondents

As a refresher, let's briefly go through Step 4 of the survey process - Select Respondents.

Notice that at this stage, the Respondents box is empty as respondents are not yet added into the survey. You'll want to hit the pink +Add Respondents button. Go ahead and enter each respondent's detail and hit save, repeat until all respondents have been added.

Now, the above step means you've registered the respondents in your account, however, they are not yet in the survey. To do so, scroll down towards the blue box, and you'll find that all respondents in yout account are located here. Then, start ticking the respondents you want added into this particular survey, use the search box if required, and then hit Add.

Now scroll up and you'll find the once empty grey respondent box populated with the respondent's you selected for this survey. Take this opportunity to read through the list and ensure all respondents do belong in this survey. When confirmed, scroll down and hit the pink button - Save respondents and allocated to respondent groups.

Allocating Respondents

All that is left to do in the Allocate Respondent page is to allocate your respondents to their designated respondent groups. Scroll down until you see the respondents and an empty drop-down field on their right, then simply match them to their group. Then, hit Save and complete the survey setup by entering the start and finish dates.

MRS TIP* If you've entered Department and Role details for each respondent, you can filter using those categories to speed up your allocation process.

By now, you should have a good understanding on how respondent groups and the respondents themselves are linked to the survey. It's a relatively straightforward process, but sometimes, can be time-consuming. Just so you know, almost all our team members use more efficient ways to upload respondent information. So continue reading.

Cohort - Multiple 360/180 Surveys

What happens if you need to schedule 10 360-surveys in one go? Repeating the above procedure 10 times is too time-consuming and we wouldn't recommend you doing so.

Instead, you'll want to launch it as a template survey, either from My Templates or MRS Templates. If your survey is not already saved as a template, simply click into the survey itself, go to Step 3: Select Respondent Groups and hit Save. The system will then prompt you to save the survey as a template for future use.

Then, simply type in an appropriate title name and hit Yes, and you'll be able to find the corresponding template in My Templates.

Scheduling Templates (360/180 Surveys)

To perform multiple scheduling using templates:

1. Hover over the ellipsis (three-dots) on required template
2. Hit Schedule Survey
3. Then Schedule Multiple Surveys

At this point, you will be required to upload a CSV file with the respondent details and allocation. Download the template CSV file here.

Once you've uploaded the CSV file, the system will automatically populate your Survey Centre with the surveys and the corresponding respondent allocations.

As a precaution, we recommend browsing through the respondent list for each of the surveys to ensure the allocation process went smoothly. You can do so by clicking on View Respondents - the blue icon under Quick Actions

Scheduling Pulse Surveys

With pulse surveys, you'll likely have a decent amount of respondents, and manually entering them will take effort. Furthermore, the scheduling templates solution only works for 360's and 180's. So, what's the easiest way to allocate a large group of respondents for a pulse survey?

Uploading to My Respondents

On the left-hand navigation bar, you'll want to locate My Respondents. Once you're in, click on "Add Respondents" on the top-right corner, you'll notice that the same five fields are present.

Open up an Excel file, and start filling out respondent information according the the five headings. If you want the allocation process to be easier, be sure of fill out each respondent's Department information. Once you're done, make sure to save it as a CSV file before uploading it onto the system.

Respondent Allocation

Now that the respondent information is on the system, head back into the pulse survey itself, and go to Step 4: Select Respondents. Here, you'll find all respondents available in your account. A few ways of adding them into the survey:

1. Search for names and add them in individually
2. Filter using Department and add in bulk

The same 2 options carry over to the allocation page. We'd reccomend allocating in bulk using the department filter. This way, you can assign a large group of respondents to a group with just a few clicks.

Further Assistance

If you require any further technical support, please send a query to info@multiratersurveys.com and our customer service team will be able to help you.