TrendSend Documentation

Introduction

TrendSend allows you to setup surveys or forms that we call trackers. You then survey "your people" at some frequency - either daily, weekly or monthly. "Your people" could be employees, divisions, local offices, vendors, agents, customers, reps, churches, volunteers, stores and so on. The idea is, you are the boss and you need a simple way to know what's going on - to know how key metrics are trending.

TrendSend is different than a survey product because it's meant for you to capture key metrics over to reveal trends. And because it is email-based. It emails the people a link to fill out their form.

Let's say you decide to survey your employees on a daily basis. Maybe you want to ask them a couple of key data points like, "How many phone calls did you make?" and "How many minutes did you excercise?" You'd create a tracker, give it a name and setup a frequency. In this example, you want it to go out daily at 6 PM. Then, every day at 6 PM, your employees would get an email with a simple link for them to fill out the form.

On the reports side, you can see this data trending over time. This allows you to see what's going on and take actions as needed.

You can also build out levels in your organizational hierarchy and roll the data up. For example, maybe you want to run this tracker nationally. You'd setup regions and then within regions you have states and within states you have counties and within that you have cities and within that are your employees. You'd be able to see the reports at any of these levels.

The question is: how can TrendSend work for your organization? What would you like to know the pulse of in your organization? What would you like your people to improve upon?

Organizations and contacts

An organization is simply the group you want to measure. It might be "Company XY" or maybe "Non Profit AB." In the "organization" you have your "contacts" and your contacts are really your levels of the organization. Maybe you want to measure your volunteers. "Volunteers" are contacts. What if volunteers are part of States? Well then, "States" are contacts too. You'd then be able to view your reports at the volunteer level and the State level.

Creating and importing contacts

You can either add contacts by hand one at a time or you can use the import tool. Contacts are pretty simple. Here are the fields that a contact has:

Importing contacts

Again, we realize that you will likely have an external contact database and that you will want to keep TrendSend up to date with your latest contacts. So, you run imports. You can run an import any time you want and then you can choose whether you want to ADD, EDIT or DELETE contacts. For example, maybe you've been happily running TrendSend for a month and you are measuring your employees. You typically have ten thousand or so employees and people come and they go. Well, when you run the import you can have it add the new employees, update any whose emails might have changed and make inactive those that have left.

To do an import you must create a CSV file. The import tool will prompt you for the type of contacts you are adding, where in the hierarchy to place the new contacts, and will give you the option to create parent-child relationships. After specifying the type of entity (or contact), a table of how your CSV file should be constructed will be displayed. When creating your CSV it is important that each column have a single header row and that columns are in the order displayed in the import tool. After uploading or providing a URL to your CSV import file, you will be able to review the import results before finalizing the import.

Trackers

The tracker is the form or survey you create and it has a frequency with which you want to track - either daily, weekly or monthly.

Settings

Name
It's got a name. Maybe you are tracking your churches every week and want to ask them a few questions about performance indicators. So, you have to give this tracker a name - maybe you call it "VitalSigns." Or maybe you are tracking your salespeople on a daily basis. You want to know about phone calls, potential leads, etc. Mayb you'd give this a name like "Our leads tracker."

What level you are tracking
You say what level of contacts you are tracking in your organizational hierarchy.

Tracking period
You choose the tracking period - either daily weekly or monthly and the time that you want the tracker email to be sent.
The tracker filing period and when the email are sent are one and the same.

Email message
You create an email message. This is the text that your people see when they get the filing email.

Adding notes
You can allow your people to add notes to their filings. For example, they might want to say something like, "We had no attendance this week because it snowed."

Building the form

These are the questions you want to ask your people. Every question must have a number behind it so that it can be tracked. So here are examples of questions you might ask:

Questions have the following fields:

Reports

The reports show you a line graph for each metric and various tables that show highs and lows for a given filing period or for all time. On the report overview page, you can see information for:

We also have a "by metric" page that shows you a table of information for each metric. They are self explanatory so browse them and we'll be sure to add more.

Manage filings

There are going to be cases where you are going to need to edit a filing for one of your contacts. The "filings" section allows you to pick the contact and add,edit or delete any of their filings.

Filing notes

You have the option to allow your people to add notes to the filing. For example, maybe someone will give a little narrative about what happened this week or an explanation for one of their numbers. These filing notes display in chronological order on that page.

Manage and perform maintenance

The tracker has a manage page where you can perform certain functions.

Manage Feeds

You can create data feeds for your trackers. This way external applications can make use of the data. For example, you could create an XML data feed and subscrible Microsoft Excel to the feed and do your own reports in it. You could create a CSV feed and subscribe a Google Spreadsheet to it and do reports and charts. You could have an external website consume the data feed and do different custom reports. You can bring the data into other databases and merge it with other data.

To create feed, hit the "add a new feed" link on the feeds page. Here are the parameters of a feed.

A feed has four parameters it accepts and if you specify those parameters, or bake them in, when you create the feed, then you cannot specify them in the URL.

Here's an example of how to parameterize a feed after you have created it:

http://www.trendsendapp.com/feed/abc123?fmt=xml&start=01/01/2011&end=12/31/2020&contactid=99

This would get you a feed in xml format with data from 1/1/2011 to 12/31/2020 and for contact id 99

Your account and profile

Pricing

See our pricing page for the latest pricing information but we calculate our pricing based on the number of contacts in your account in 500 contact tiers.

Users

On the Users page you can manage the logins to your account. Users can be either administrators who can see and do everything or non administrators. When you create non administrators, you can manage the permissions for what levels they can see and manage. For example, you might want to delegate tracker management to various sub-levels within your organization. To do this, you'd create non administrator users and then click on the "edit permissions" and choose the level and contacts in the level that they can manage.