Hi All
We currently use Jisc to collect and score both client and participant feedback after workshops and would like to investigate if anyone is successfully using Monday forms for this purpose?
I’m concerned about the quantity of projects and whether Monday can handle that as we currently have issues with limits on project boards on a tracker and don’t want to encounter that on surveys.
What I’d like is a number of templates to choose from that reflect the style of project and individual workshop feedback with the client and final workshop feedback calculating the 3 key KPIs and response rates then feeding this into the tracker board for the specific project. I’d also like the user to be able to add/amend questions as appropriate.
I am concerned that we don’t create the forms on the project boards as this would massively increase the number of columns already on there.
I can see that Monday has integrations with Survey Monkey and Jotform so also interested in any feedback on using either of these integrations as I am familiar with both products.
Hi @HStothard , We have a high volume requests board and an initiatives board where we send a survey when certain conditions are met. To achieve this, there’s a separate feedback board with the KPI columns, and form questions, so they aren’t taking up space on the other boards, and then all of the feedback can be viewed in 1 place etc.
Feedback/survey board
Create the columns for the survey questions and the KPI columns etc
Create the form (you can create different forms)
Board with the items you want to get the feedback on:
Create a recipe to send a notification with the link to the relevant form. eg when status = done and category = initiative, send the notification with the initiative form link
What we did for our use case was to send a closure notification to stakeholder with their item ID. Then the survey email asks them to input their item ID from the closure email ( a bit clunky I know). then when the survey is completed, the feedback board uses the match function to match the item ID to the request and mirror over a bunch of fields that we can then use in the dashboards etc . We’ve set the feedback board so that the person who worked on the request can see their own feedback and a leadership group can see all. We have a CSAT question and then a few sub-questions with star ratings, and a feedback text box. We then use AI to do sentiment analysis and categorise the feedback. We then use those columns with automations to assign follow up tasks and due date.