What is the Demographic Library?
It is a place to create and store all demographic information you want to use in your surveys. When creating a survey, your demographic library will be used to select the demographics you want to include in your reporting.
A Demographic Category is a group of demographics. For example 'Location' and 'Department' are demographic categories.
A Demographic Option are the values within a demographic category. 'San Francisco', and 'Sales' are examples of demographic options.
The library allows you to add demographic categories and options to any survey version. For example, you may have a collection of demographic categories for your staff and another set for your customers and a 3rd set for suppliers. It will allow you to publish multiple survey types simultaneously using any combination of demographic categories.
Participants may already be associated to a demographic option by importing participants with their known demographic information. Or you may collect unknown, yet useful demographic data using the self-select functionality by adding new categories to your survey.
Demographic categories and options construct a framework from which you can analyse your survey results. Often they will reflect the structure of your organisation or the key demographic make-up of your customers.
AskYourTeam Recommended Demographics
We recommend standard demographic categories of Age, Length of Service, Gender, and Level as automatically displayed in the Demographic Library. These categories will have 'Recommended' on the demographic card.
Age and Length of Service have unique functionality that will take a date from your participant import and convert these to a demographic range automatically. It will automatically assign participants to a range when they are added to a survey. For example, if someone fell into the 18 - 25 age group in a previous survey, they will automatically be included in the 26-35 after their birthday for future surveys.
You cannot import or create your own custom demographic category using these category names. For example, if you want to use a different age range from the AskYourTeam recommended, you may call the category 'Age Range' and include your own demographic options. However, we will not convert dates to a custom age range.
NOTE: You are not able to delete these demographic categories.
Creating demographics
You can create demographics by importing participants with demographic information included or by creating them within your demographic library.
Each demographic category must contain demographic options.
For example, if the demographic category is 'Department', demographic options might be:
Customer Service
Development
Finance
Human Resources
Marketing
Sales
Participant import
If you've included demographic information when importing participants, those demographics and their options will be automatically added to your demographic library.
Example 1:
If 'Department' is a new demographic category and participants are imported with this information, 'Department' will be automatically added to your library.
Example 2:
If 'Marketing' is a new demographic option and participants are imported with this value, 'Marketing' will be automatically added to your 'Department' category in the library.
Demographic library
To create demographic categories in your library:
Go to Library > Demographics.
Select Add New Demographic.
Enter the demographic category name.
Select Save.
(Optional) If you would like a different label to be displayed in surveys, you can enter one in the Survey display name field. For example, if the category name is 'Gender' the survey display name might be, 'What gender do you identify as?'. Make sure to click outside of the text box to save any changes.
To create demographic options in your library:
Go to Library > Demographics.
Select the Demographic Category to want to add the option to.
Select Add new demographic option.
Add name for new option and select Enter or Return.
Demographic options are displayed in alphabetical order by default. If you'd like participants to see demographic options in a different order, use the 3 lines to the left of the option to drag and drop it into a different position.
If a demographic category has fewer than 20 options, each demographic option will be shown to the user as a group of buttons they can select from.
If a demographic category has more than 20 options, the demographic options will be shown to the user in a dropdown list they can browse and select from. This is done to improve the user experience when large numbers of options are required.
Enable participants to choose multiple options
If you want to allow participants to choose multiple options for a demographic:
Go to Library > Demographics.
Select the demographic category you need.
Select the Enable multiple selection checkbox.
Editing demographics
You can edit your demographic category or option names (for example to correct a spelling mistake) within the Demographic Library.
To edit a Demographic Category/Option:
Navigate to category/option to edit
Click the category/option title
Make required changes
Click out of text box to save
If the category/option is associated with participants, you will be prompted to confirm you would like to continue with the change. Continuing with the update will apply this change for all associated participants in all draft, pending and active surveys.
NOTE: Demographic category/options on closed surveys will not have this information updated. To make changes on closed surveys, please contact one of our Client Services team members.
Deleting demographics
You can delete demographic categories or options from the Demographic Library.
AskYourTeam recommended categories (and related options) can not be deleted.
To delete a Demographic Category:
Navigate to the category to be deleted
Expand the category using the arrow on the right of the demographic category card
Click Delete
A prompt will appear to Continue or Cancel the change.
Continuing with the delete will remove the demographic category and all associated demographic options from all draft, pending and active surveys. Closed surveys will not be affected by this change.
To delete a Demographic Option:
Find the Demographic Category related to the option to be deleted
Hover over the demographic option to delete
Click the trash can icon
You will be prompted whether to Continue or Cancel.
Continuing with the delete will change associated participant records to be blank for this Demographic Category.
We recommend that all participants have a value for all applicable Demographic Categories. Participants with blank values for a Category will show under (blanks) when using report filters.
Reporting minimums
It is important to note that most surveys have a default reporting threshold set to a minimum of 5, meaning at least 5 people from a demographic option must have completed the survey before results for that group can be displayed in the survey reports.
This minimum value also applies to combinations of demographic options. For example, you can't isolate scores for Sales in Auckland (Department demographic plus Location demographic), unless at least 5 people in the Auckland Sales team have completed their survey.
When creating a survey, we will help validate if you have enough participants for a single demographic option. If you have too few, you may choose to remove the demographic category from the survey or edit participants demographics.