Open What is Sopact Sense

What is Sopact Sense

Sopact Sense is a remarkably lightweight, all-purpose data collection tool designed to help organizations tackle a wide array of problems. It’s not just another survey or forms product. While you can do everything you’d expect from a survey tool, Sopact Sense is obsessively designed to help you collect clean data and analyze and build designer reports in ways you’ve never done before.

Traditional data collection creates fragmentation, data lives in silos, records don’t match, and duplicates pile up because there’s no consistent unique ID management. Sopact Sense fixes this at the source through three unique built-in features that ensure every contact and data point has a unique ID, keeping data clean, connected, and AI-ready across the entire lifecycle.

Contacts - Just like a CRM, Sopact Sense features a light weight Contacts object that helps you create a group of unique people. For example, you may have a cohort of people you are collecting data from and yo

Open Step 1: Create Contacts

Step 1: Create Contacts

This is the beginning of 4 steps quick implementation guide of the Sopact Sense platform. You'll learn in 4 steps how easy it is to start collecting clean data, void of duplicates and typos and you will also understand how easy it is to collect data from the same people or have the data corrected by the same people.

Imagine you are running a program for young girls to train them on technology skills so that they can have an opportunity at getting a job in the tech industry and improve their quality of life.

With this context, lets get started.

You need some way to register/enroll these girls into your program. This is what Contacts are for.

You will learn in Step 3, how foundational Contacts are to collect clean data.

All the static information that you would typically collect as part of the information goes into it.

Let us say that we need the following information for every girl we enroll:

• Name
• Email
• Date of birth
• State
• How confiden

Open Step 2: Create Forms

Step 2: Create Forms

Setting up forms is very similar to creating contacts.

Continuing with the same example. Let us assume that we are setting up a feedback form so the girls can give our organization feedback on the training program.

We will setup two forms from the perspective of tracking progress these girls have made on their confidence level with technology skills.

Mid Program feedback

For Mid program feedback we create the following questions

• What was your score on the coding test?
• Did you build a web application?
• How confident do you feel about your current coding skills and why?

Post Program feedback

For Post program feedback, we create the following questions

• Did you build a web application?
• How confident do you feel about your current coding skills and why?
• Did you get a job?

Let's get started.

1. Click on Forms menu item from the left side bar. You will be navigated to the screen below.

![Forms_1_menu.png](https://docs.sopac

Open Step 3: Establish Relationship

Step 3: Establish Relationship

Relationship is the foundational differentiated feature in our forms product that helps the users of our platform to collect clean data. This feature helps us naviagte the following situations

• Eliminate duplicate data, literally saving multiple hours that would otherwise go in deduping process
• Collect data that is free of errors and typos since it allows us to go back to the participants at any point to correct any data that might be wrong
• Help combine data from multiple forms (in this example, mid and post needs to be combined to measure progress for example)

It literally takes 2 seconds to establish relationship, let us look at how to do that

1. Navigate to the form (specifically the screen shown below)

2. From the screen below, select Girls from the drop down and click on Add

![Forms_5_relationship.png](https://docs.sopact.com/u/forms_5_

Open Step 4: Collect data

Step 4: Collect data

In this step you will learn how to collect clean data. In particular you will learn the following:

• Collecting static(demographic) data and creating Contacts
• Collecting deduped data (without any duplicates)
• Correcting typos and mistakes in the data
• How to followup with the same stakeholders for data collection or data correction on a different form

Going back to the example we started. We need to start enrolling the girls and collect mid and post forms data from enrolled girls who are part of the program.

1. Creating Contacts

Click on Contacts from the side menu bar, the screen will look like so

You can use the form link as an enrollment form to start entering conatct information for the girls

or

You could embed the form on your website to collect registration information directly from your website

Every enrollment submitted through this form become

Open Step 5: Designer quality report building

Step 5: Building designer quality reports in minutes

Now that you have collected data on the survey, let us look at how to quickly generate reports that not only analyze the collected data but product beautiful looking reports that are instantly shareable.

1. Building reports through Intelligent Grid

On the surveys list, click on the Intelligent Grid icon for the corresponding survey, like so

2. Write your prompt and generate report

3. Copy link and share it with anyone

Once you save the report, you can simply copy a global link for the report and share it with anyone on the internet (its is a public link), like so

Open (Optional) Text analytics

Qualitative data analytics

While not necessary to understand the fundamentals of our system, this feature is extremely useful for extracting useful insights in different forms from unstructured data such as open-ended responses and documents containing text.

We accomplish this my introducing a very innovative field type called "Intelligent Cell".

Let us quickly see what you can do with this.

In the image above, you can see the open-ended responses being turned into quantifiable themes which allows you to answer metrics such as

% of girls that improved their confidence level during the training program

Let us see how to configure an Intelligent Cell field type for our forms.

Going back to the Mid Program Feedback form

1. Create an Intelligent Cell Field with the following details

![Intelligent_cell_2_question_type.png](https://docs.sopact.com/u

Open Creating a survey banner

Creating a Survey Banner

You may customize the look and feel of your survey by adding a survey banner or a title to your survey. An example survey banner:

Lets take a look at how to accomplish this.

1. On your survey, create a question of type HTML Static Text, like so

2. Once you upload your image, it might look something like this

Note

Banner image size is very important for the look and feel to be ideal. Please use 1892x600 size for best results.

Open Creating questions

Creating questions

Creating question is straight forward.

1. Navigate to the designer mode on any survey by clicking on Manage Fields like so

2. Start adding questions with the Add Question button and first selection is the type

You can choose from 12 available types (as of this writing)

You can click on the preview button to look at how the survey would look on the browser.

3. Adding question hint

Question hints are additional pieces of information that help the survey taker to understand better how to answer certain questions. For example, on a Comment Field question, adding hint would look like this

Open Skip-logic

Skip-logic Configuration

Skip-logic allows you to show or hide questions based on responses to other questions. Let us look at how to configure that for your survey.

You need to save the question first to get the option to configure skip-logic

1. To configure skip-logic on a question, click on Skip-logic (as shown below)

Then, configure the skip-logic as shown

2. Configuring multiple conditions with logical AND/OR operators

You may use the logical AND or OR operation to combine multiple conditions together.

The image below shows the configuration.

This GIF below shows the outcome of configuring multiple skip logic with logical AND operator:

Open Validation

Data validation

Data validation is a fundamental functionality that ensure clean and quality data collection. One of the big differentiators in Sopact Sense is the ability to configure advanced validation rules so you can collect the data exactly the way you want.

Let us look at how,

1. Configuring basic validations

Configuring basic validations is super simple and is done at the time of the question creation. Based on the type of question different options show up.

For example:

Number field type can have min and max values and the field itself is restricted to accept only numeric information, like so

For TextField, we can restrict it to accept only alphabets (for example, when asking for a person's name) or it could be alphabets and number combination. We may also restrict the number of characters allowed, like so

![Validation_2_text_field.png](https://docs.sopact.com/u/valida

Open Collecting data

Collecting data

Collecting data is super simple and fundamentally different in Sopact Sense. Typically when we run a survey for data collection, the same link gets used that is used by the survey taker to provide data. In Sopact Sense, this is different. Every survey taker gets a unique link to provide data and this is the core ability that helps organizations collect clean data that can be corrected at any point, thanks to the unique link per record.

1. Collecting and correcting data on Contacts

If you followed the quick implementation guide, then you already know how each submission on the Contact form has a unique id generated and gets a unique link. This is the very link that can be used to correct data in the future.

For example,

<a href="https://sense.sopact.com/stakeholders/response/1cfc44e6-6984-49ca-82d6-63241f4c6cf1"

Open Submission alerts

Submission alerts

You can setup surveys to get alerts directly in your email inbox when someone submits information. Not only will you get an email notification of submission, you will also receive all the responses added by the survey taker.

1. Got to the survey designer and enable "Submission alert"

2. Add email addresses and Save

Multiple email addresses can be added as shown in the image.

Open Embedding Forms

Embedding Contacts form and Surveys

If you manage your own website, embedding forms is super easy. However, if you don't manage your website directly, you might need some help getting the embedded forms to work.

1. Embedding Contacts form

The code might look something like this

<iframe src="https://sense.sopact.com/stakeholders/embed/05934bcd-89a0-4e18-bfcc-2bf07440620c"  width="100%"
  style="border: none; height: 100vh; margin: 0; padding: 0; display: block;"></iframe>

2. Embedding Surveys

Navigate to the list of surveys and click on corresponding embed code icon.

The code will look something like this which can then be pasted into your website.

<iframe src="https://sense.sopact.com/survey/embed/29d27e0c-4d3f-406d-8f96-e0f57e4181ed"  width="100%"
  style="border: none; height: 100vh; 

Open Saving progress

Allowing survey takers to save progress

Surveys can be configured to allow survey takers to save the progress of their data entry so they can continue later. This is very helpful in longer data collection forms.

1. Go to the survey designer screen, by clicking on Manage Fields

2. Enable the option to save progress

You should start seeing this option on the surveys

Open Intro to Intelligent Suite

Introduction

Intelligent suite is set of AI powered features on Sopact Sense that helps us do a varieft of things with our data. From implementing custom methodology to evaluate responses collected to building designer quality reports from the data collected, it does it all.

In the next four sections we will look at each of these features in detail:

1. Intelligent Cell
2. Intelligent Row
3. Intelligent Column
4. Intelligent Grid

Open Intelligent Cell

Intelligent Cell

Intelligent Cell is used to analyze a specific data point collected on the survey. Imagine a google sheet or an excel, a cell here refers to a single data point on the data grid. Inmtelligent Cell allows us to analyze a single cell and the results of the analysis is put in a separate column (on a cell right next to the cell that is being analyzed).

For example, look at the image below:

Confidence Measure is the Intelligent Cell that extracted the confidence measure from the open ended response.

Open Intelligent Row

Intelligent Row

Intelligent Row is a field type omn the survey that allows us to create beautiful analysis and reporting instantly per row of information collected on the survey.

For example,

Here is an example report.

Steps to create an Intelligent Row

1. Go to Survey Designer and create a question of type "Intelligent Row"

2. Start collecting data on the survey and reports get built automatically

The reports can be accessed using the links on the grid (as shown above)

Thats it!

Open Intelligent Columns

Intelligent Columns

Intelligent Columns allow us to select one or more questions from the survey or contact fields to derive insights from the data.

For example:

Using Intelligent columns we could find corrrelations between two questions on a survey. In the below example report, we are fiding correlatiob between

1. Students building web applications and
2. Confidence in their own technical skill set

Correlation example

Steps to use Intelligent Column

1. Go to list of surveys and click on "Intelligent Column" icon for specific survey, like so

2. Click on the Create button

3. Select questions, enter prompt and click on "Test Run"

![Intelligent_column_3.png](https://docs.sopact.com/u/intelligent_column_3-SFQpfb.p

Open Intelligent Grid

Intelligent Grid

These are similar to Intelligent Columns, but let us generate a complete designer quality report from the entire data collected on a survey.

For instance,

Here is an example from our platform that uses the entire data to generate and present insights from girls code example dataset.

You can generate reports in multiple languages just by modifying the instructions (prompt).

Here is an example report in Portuguese from the same dataset.

Steps to create full analysis and report using Intelligent Grid

1. Go to list of surveys and click on "Intelligent Grid" icon for specific survey, like so

2. Click on the Create button

3. Enter instructions (

Open Qualitative data analysis

Extracting insights from open-ended responses and documents

If you collect a lot of data on open-ended responses and collect documents as part of your data collection strategy, Sopact Sense has excellent AI capabilities in the form of Intelligent Cell that will save you hundreds of hours going through the data manually.

This is not to say that it would replace a human being, it will be your companion that will do quite a bit of heavy lifting and help you do the analysis in much less time than usual.

Let us see how to extract insights from text data using Intelligent Cell.

1. Insights from open-ended Comment Field

Create an Intelligent field that processes the responses in another Comment Field based on the criteria you give. For example, we can extract Confidence Measure from the following open ended feedback on the survey:

How confident do you feel about your current coding skills and why?

![IntelligentCell_4_Opne_ended.png](https://docs.sopact.com/u/intelligentcell

Open Creating a good prompt

Creating a good prompt for analysis

Creating good prompts that consistently work is a skill that can be learned. In this chapter we look at some use cases and best practices to construct a good prompt that will help us extract insights, set a score, implement a custom evaluation methodology, or simply summarize something out of documents and open-ended responses received over surveys. This will help in creating a continuous and an automated workflow, where the analysis is performed as soon as data is received, saving huge amounts of time. This also helps turn unstructured data into something that is more structured which is human readable and quantifiable.

A good prompt generally has the following four characteristics

1. Constraints - What you don't want the AI model to do
2. Emphasis - What should the AI model particularly pay attention to
3. Task - A very specific ask on what the AI model is supposed to do
4. Context - Providing clear and specific examples on how the AI model should

Open Prompt templates

Prompt templates

Prompt for the workshop (Resume comparison)

You should base your analysis on provided data only.

- You are an analyst comparing old resume vs new resume.
- You are supposed to clearly show the difference between the two resume based on the following criteria.

1. Is the new resume more outcome oriented and does it quantify the results of the activities.
2. Is the new resume more impactful than the old one.
3. On a scale of 1 to 10 (1 being the worst), rate each of the resumes.


# Formatting
Provide a well formatted HTML report.
Use Tailwindcss 3.1.1.
Each section, card, and stats block should be modular and copyable as its own block.
Each block or card should be one below the other so it looks good even on small screen sizes.
All key ideas, stats, recommendations, and testimonials are styled for clear distractions.
Use semantic HTML structure and Tailwind (or similar) utility classes when outputting code or HTML-like sections.
NO new sections—stick on

Open Downloading data

Downloading data

To download data, go to the data grid and click on the "Download" button.

Step 1. Go to the data grid for a particular survey

Step 2. Click on the "Download" button

Open Complex validation

Open Connecting your BI systems

TBD

Open Start Here

Onboarding & Support with Sopact

Many organizations start with questions about their data strategy. Because Sopact introduces a new approach, we want to give you confidence and clarity from day one. Our promise is simple: we are here to help, and you will never be left alone. Support is always available through our community and, when needed, direct escalation.

1. When to Use the Community The Sopact Community is the fastest way to get help. It’s where you can:

Ask questions and see answers from both our team and peers. Browse existing tutorials, walkthroughs, and discussions. Share your experiences so others can learn and participate by learning from others

1. Response Expectations Response Time: Most questions receive replies within 24 hours. How to Check: You’ll get notified when your question has a response. Escalation: If you don’t hear back in a reasonable time, you can flag it for priority follow-up by the Sopact team.

2. Types of Support Guidance on forms, applications, and d