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how to save a user score for future cross reference


I’m keen to know if anyone has succeeded in a platform or API that works with TypeForms to save several user scores over time in order to create a baseline to track against. I’m using a simple opinion scale out of 10 with seven different surveys.

 

I’m using a simple opinion scale out of 10 with seven different surveys.

 

Suggestions, welcome! Thank you in advance.

 

Best answer by john.desborough

@Curios - i use the following process/tools:

  • always connect to google sheets so that i have data in the spreadsheet
  • make sure to have a unique identifier like email address that you can use to connect across various 
  • create output templates in Google Docs/Slides depending on the format i want to use
  • use multiple tabs to pull in data for various reports i want to make - ie every six month, every three months, annual, monthly for example - i create additional fields in a tab that is prep for all reporting where i parse the year and month into separate columns so that i can use this in some of the report formats
    • i pull first-time submissions into one tab to generate the report
    • the monthly version will pull in up to 12 calendar months of responses by an email address (for example) where the start date is gte to X (period 1) and goes up to period 12 
  • i use Document Studio to merge the data from the appropriate report tab into a Google Doc/Slide template that is formatted for that output ie “here’s your monthly report” that will give them up to 12 months of data 
    • the templates that i use are pretty simple in that they have the 12 months - if i start on the calendar year, then Jan - Dec otherwise i use Month 1 to 12 - and the template looks for data in specific columns and merges what is there ie a null value shows the column blank
  • Document Studio will also email them out 
    • you set up workflows in Document Studio to do that… and if it is lacking some of the ‘capability’ to schedule the frequency, i use trello and a gmail reminder to me to run the reports on a set time/day

There are a number of posts in the Community on how to use Google Sheets and Document Studio, if you want to check that out.. 

 

hope that helps a bit

 

des

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7 replies

john.desborough
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  • Certified Partner & Champion
  • 5328 replies
  • July 9, 2023

@Curios i currently do that with Google Sheets for several of my forms and for my clients as well.. 

 

des


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  • Explorer
  • 3 replies
  • July 9, 2023

Thank you @john.desborough - do you auto populate and share with your end users? If so can you please share how? Thanks!


john.desborough
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  • Certified Partner & Champion
  • 5328 replies
  • Answer
  • July 10, 2023

@Curios - i use the following process/tools:

  • always connect to google sheets so that i have data in the spreadsheet
  • make sure to have a unique identifier like email address that you can use to connect across various 
  • create output templates in Google Docs/Slides depending on the format i want to use
  • use multiple tabs to pull in data for various reports i want to make - ie every six month, every three months, annual, monthly for example - i create additional fields in a tab that is prep for all reporting where i parse the year and month into separate columns so that i can use this in some of the report formats
    • i pull first-time submissions into one tab to generate the report
    • the monthly version will pull in up to 12 calendar months of responses by an email address (for example) where the start date is gte to X (period 1) and goes up to period 12 
  • i use Document Studio to merge the data from the appropriate report tab into a Google Doc/Slide template that is formatted for that output ie “here’s your monthly report” that will give them up to 12 months of data 
    • the templates that i use are pretty simple in that they have the 12 months - if i start on the calendar year, then Jan - Dec otherwise i use Month 1 to 12 - and the template looks for data in specific columns and merges what is there ie a null value shows the column blank
  • Document Studio will also email them out 
    • you set up workflows in Document Studio to do that… and if it is lacking some of the ‘capability’ to schedule the frequency, i use trello and a gmail reminder to me to run the reports on a set time/day

There are a number of posts in the Community on how to use Google Sheets and Document Studio, if you want to check that out.. 

 

hope that helps a bit

 

des


  • Author
  • Explorer
  • 3 replies
  • July 15, 2023

Legend - thanks so much! One last question, when you say “connect” to Google sheets, do you use an API to connect the report inside Typeforms to google? Thanks in advance :)


john.desborough
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  • Certified Partner & Champion
  • 5328 replies
  • July 15, 2023

@Curios - in typeform builder you have a menu option at the top of the screen to Connect to a variety of platforms - integrations if you will - click there and search for google sheets. then Bob’s yer uncle.. 

des


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  • Explorer
  • 3 replies
  • July 15, 2023

Thank you I owe you and Bob a beer for your generosity in sharing the how to in this world of survey development, am most grateful.  


john.desborough
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  • Certified Partner & Champion
  • 5328 replies
  • July 15, 2023

@Curios  lol.. pay it forward, buy a stranger a coffee - someone who might deserve (a nurse, a cop, a homeless person… )

 

cheers

des


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