Understanding Reporting 'Tags'

Understanding Reporting 'Tags'

The main reason you are conducting a survey is to see the results.  Tags are simply a way of linking various types of information together when reporting results to give you complete flexibility.  Think of it as grouping various pieces of information together to make it easier to understand and compare.

Tags apply to questions, recipients and questions.  You create them, and anything that is 'tagged' with exactly the same spelling of a word or phrase can be linked together.

Here's a video, or below you will find the explanations in case you prefer to read.



Questions

You may want to organise questions into ‘sections’ that group similar questions together. For example, a series of questions related to wellbeing, or Supervisor, or Service, or any topic you choose. Simply add the same tag to each question, which will allow you to group these questions together when it comes time to creating the summary report.

Recipients

When you are uploading your recipients into Tandem Surveys, you can also assign tags either manually or as part of an upload .csv file.  For example, say you want to report the difference between employees in different departments, you can have a tag for each one as part of the upload file.  The same applies to a customer segment or product purchase, you can 'tag' each person so that you can report on this information later. 

This of course assumes you already know this information about each person from your HR or CRM platform.  If you cannot upload this type of information because you don't know it, you can still benefit from Tags by creating a 'response' tag, which we will go through now.

Response

If you are conducting an open-link survey (where you don’t know who the response has come from), you can still take advantage of tags.   Let's say you want to know the Gender of a person who is answering the survey, and use this information to report on later.  Simply create a multiple-choice question, and select ‘Selected Answer Becomes User Tag’.  What this does is assigns the answer as a tag which can be reported on later - instantly you can display results against the answers to the question.  Genius.  

Survey

If you are repeating a survey regularly in order to measure your progress, you might choose to add a specific 'tag' to the survey to make it easier to compare previous information stored in Tandem Surveys.  This is especially useful if you are using Tandem for different types of surveys for Customers, Employees, Suppliers, etc.  Simply add the topic 'tag' to the survey.

Remember, you can always change and add and remove tags at any time once you have seen the survey results, so don't worry about making a mistake.  You can change 

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