Monday, June 4, 2012

Statistical Evaluations for Your Forms

The "Forms" module in your NETOOX account gives you the possibility to create forms and then collect structured data right in the contact history of your address book entries.


Now you can easily create statistical evaluations of the collected data!

First let's look at how to create and use forms:

1) Create your own forms for whatever data you would like to collect. The easy form-editor allows you to add and edit form fields and re-arrange the form using drag & drop. You can create fields with many different data types (texts, numbers, dates, checkboxes, radio buttons, dropdown lists). For fields with selectable options you can also edit and re-arrange the possible values quickly and easily. Once you are happy with your form, you can collect data in your address book.

Form Editor

2) When you are a member of one or several groups, they can also provide forms for you. You can start collecting data using those forms right away.

You can now open a contact in your NETOOX address book and fill out the form:

Collect data in form
You can fill out a form as many times as you like. E.g. if you collect the body weight of your customers, you might want to save the weight once every week: Simply fill out the same form many times. No matter which form or how many times you fill it out, it all gets stored in the contact history and you can also find and filter your address book entries according to forms.

Collected form data in contact history

Data Evaluation

Once you have collected some data, the evaluation feature allows you to get statistics and charts. Here are some samples of a (German) weight loss form:

Evaluating single contact with body weight chart


Evaluating selected options (e.g. checkboxes, dropdown)

Note that you can evaluate the data for a single contact (e.g. change of body weight over time) OR for a list of contacts (e.g. "how many people like the chocolate flavor"). You can also nicely print out the stats to give to your customers or file offline.

With this tool it is very easy to quickly get an overview and statistically evaluate the structured data you collect. The online help page of the evaluation feature explains all details, features and switches you can use to optimize the calculations and visualizations to match your needs (here it is as a PDF).

If you don't have a NETOOX account yet, get yours here.

Have a great day,
Your NETOOX Team