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How to conduct 360 feedback surveys?

1. Create a CSV file with contacts

Download an example .csv file

360-degree research starts with creating a CSV file with contacts, for example in Excel. The file has to contain a column "relationKey" with unique keys for every contact (e.g. 10, 20, 30, ...).
creating CSV file with contacts
2. Explanation of matrix

Example: has to answer 3 surveys for "associate", "boss" and "me" (it means to assess himself).

1. In this case "Associate" is the contact, because his unique key "50" is in the column "associate".
creating a CSV file with con tacts1
2. Boss is the contact because his unique key "10" is in the column "boss".
creating a CSV file with contacts2
3. The column "me" contains the unique key of the John Smith - "30", it means that he has to assess himself.
creating a CSV file with contacts 3
NOTE. The table might be modified according to your needs. For example, the column "firstName" might be added. To import data correctly, you should write down the same names of the columns as on the example.

3. Create a collector

To create a new collector go to "Collect responses" page and press the button +ADD COLLECTOR. Then choose option 360 feedback at the collector settings.

4. Import the CSV file with contacts

To import the CSV file with contacts:

  1. Press button Contacts.
  2. Press button ADD CONTACTS.
  3. Then presss Import and choose the right file.
  4. After that, press button Preview to check if all the contacts have been imported correctly. If there are any errors with coding, change the method of coding and press IMPORT.

import CSV file with contacts
5. Verify and activate collector

To verify the correctness of previous steps, check if the number of contacts is the same as the number of planed survey dispatches.
contacts list
If everything is correct, activate collector.

6. Piping

Piping or data inserting, enables dynamical changes of survey based on the given answers and data assigned to the contact. When creating piping for 360-degree surveys write {relatedCustom1} instead of {custom1}.

Standard research 360-degree research
{firstName} {relatedFirstName}
{secondName} {relatedSecondName}
{email} {relatedEmail}
{phone} {relatedPhone}
{custom1} {relatedCustom1}
{custom2} {relatedCustom2}
... ...
{custom8} {relatedCustom8}

question with piping in 360-degree survey

7. Logic

To create logic according to Relations, for example, to hide block "B4 Service" for contacts group "Clients":

1. Add logic Hide block, choose B4Service.

2. Press button +ADD EXPRESSION, and then CONTACT.
making logic for 360-degree survey
3. Choose Relation from the first list and Client from the second.
making logic for 360-degree survey1

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