Tagging survey responsesHelp Center Responses • Last updated: 7 February, 2023
In certain situations, you might want to label your responses for better organization and differentiation (e.g. based on date, instructor, event, city, class, etc.).
The method of labeling the responses depends on how you collect the data. The simplest method may be to label the responses after collecting the data. However, if you have a large number of responses, it may be more efficient to setup the tags in advance so later you would not need to worry about labelling.
- Tagging before data collection
- Works best if you use unique page marking.
- This option is not suitable for web surveys.
- Tagging after data collection
- You have responses collected and scanned, now you need to upload them and tag in different groups.
- If you are not using unique page marking or your survey is 1 page long this method may be most suitable.
- Also collecting data with web surveys.
Before data collection
Set Batch number when generating copies
If you use unique page marking, every time you generate a file for printing you can set the Batch number.
Once the pages are uploaded for processing you will be able to see Batch Number for each response respectively (see screenshot at the top of the page).
Set Identifier Prefix when generating copies
If you use unique page marking, every time you generate a file for printing you can set the Prefix. If no prefix is set, an incremental identifier (such as 1, 2, 3, 4, 5, etc.) will be generated.
The prefix will be added to the number of each copy. For example, if you set the prefix as "ABC_" and generate 3 copies, the identifiers displayed on the bottom-left corner of the page will be "ABC_1", "ABC_2", and "ABC_3". If you generate 3 more copies with the same "ABC_" prefix, the next identifiers will be "ABC_4", "ABC_5", and "ABC_6.
Prefix can only contain letters (A-Z), underscores (_) and dashes(-).
Create multiple survey versions
This method is only good if you have a relatively small number of tags. For each group you can generate a new "Survey version" on the Print tab.
Activate "Advanced Versioning" to effortlessly rename your survey versions. It's important to keep in mind that if you desire to make any modifications to the survey in the future, you'll need to recreate the versions to reflect those updates in each version.
With Prefill Forms (Advanced)
Prefill forms provide enhanced tagging capabilities. With this feature, you can create print copies that include multiple pieces of information about the respondent. However, it's important to note that this functionality is more complex and if you only require basic tagging, other options might be more suitable. allow for even more advanced tagging. You may generate the copies for print and include multiple data points about the respondent. This feature is more complicated and if you only need very simple tagging functionality, other methods may suit best.
After data collection
There are few ways how you could upload the responses, you can customize the tag in with most common upload methods as indicated below.
Once you have the data scanned and ready to upload, you can enter the tag and continue.
If you are upload scanned documents over the email, you can set the tag with +plus notation. e.g. if your assigned email address is email@example.com you may set the tag by adding +mytag before @ character: firstname.lastname@example.org.
In case you are also using web surveys to collect data, you may set the tag in the url. e.g.
Unfortunately, as of now tag customization is not possible when uploading via Zapier, API, Android mobile app, default tags will be assigned (zapier, api, mobile_app accordingly)
In case you would like to update tag for an entry, you can bulk-select the entries and update the tag for the selected entries as in the image above.
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