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Streamline Scoring with SurveyCake Calculation Mode

Streamline Scoring with SurveyCake Calculation Mode

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SurveyCake
April 12, 2024
Streamline Scoring with SurveyCake Calculation Mode

Automatically complete test scoring and financial calculations within the survey with real-time results!

SurveyCake’s calculation mode makes survey statistics more convenient.

More and more people are accustomed to using online surveys for tests and group purchases, and in these scenarios, there is often a need for calculations. From the most common test result calculations, group purchase transactions among friends and family, to customer value management, and even participation in seminars and event registrations, the calculation mode feature can be applied, making surveys easier to manage statistically.

In scenarios like class tests / exams and group purchase transactions, there is a need for “real-time” calculations. If scores can be calculated immediately and results presented for respondents to confirm instantly, it will effectively enhance the test takers or customers’ survey experience. Moreover, this feature also reduces the manual calculation time for survey designers.

Next, we will introduce how to use SurveyCake’s “Calculation Mode” feature in various survey scenarios, allowing you to assign different meanings to the calculated scores and enable respondents to obtain corresponding survey scores immediately.

Scoring Statistics

The “Calculation Mode” is often used in various scenarios involving statistical scoring. For example, in “post-test surveys,” it automatically adds up the test scores of each student; in “psychological tests” and “adaptive tests,” it immediately provides scores and analysis results; or when conducting “satisfaction surveys,” it eliminates the need for additional time to manually calculate customer value scores and allows for direct customer segmentation in the survey backend system.

Classroom Tests/Psychological Tests

With the popularization of remote teaching or e-learning, using surveys for classroom tests has become more common. SurveyCake currently offers the “Calculation Mode” feature, which saves teachers the extra time needed for grading papers and recording grades. Students can review their errors immediately after completing the test, making the testing mechanism more efficient and smooth.

Variable settings: Set the variable name as “Total Score,” and the “Default Value” can be set to zero, starting the score calculation from zero.

Variables tab of the survey editor: variable name Total Score, variable type Numbers, default value 0

Logic settings: Select the correct answers to questions, then choose how many points to add for each correct answer.

Logic rule 1 in the Logics tab: if the question 5+5= equals 10, then Total Score plus 10

After the test, teachers can directly view the score distribution, average score, highest score, and lowest score in the “Chart Report,” and obtain more detailed test results from the detailed export to quickly understand students’ understanding of the course content as a reference for future teaching content.

Total Score bar chart from 6 results, with one response each at values 0 and 10 and two each at 20 and 30
Breakdown Table listing mode 20 and 30, mean 18.33, maximum 30, sum of responses 110, median 20 and IQR 20

You don’t need to build a website for psychological tests!

Animated run through a Personality Test Template survey, ending on a result page that reads You score 7 points

In addition to formal classroom tests, popular “psychological tests” and “aptitude tests” used for evaluating job abilities can also be created using SurveyCake. By using the “Calculation Mode” to accumulate scores and using the “Introduction” or “Thank You Page” function after the questions, different personality traits descriptions corresponding to different scores can be provided in a simple way, facilitating interaction with the test takers.

Through the “Rich Text,” announce the score and describe the personality traits associated with different scores.

Customer value segmentation

In the customer-oriented era, attracting customer interest has become the biggest challenge across industries.

Through SurveyCake surveys, the total scores of customer satisfaction, loyalty, usage habits, etc., can be summed up to grasp the complete customer profile. This allows for the formulation of different strategies and the provision of differentiated services for each segmentation group, not only enabling more accurate push notifications but also increasing communication efficiency and conversion rates, thereby reducing marketing costs.

Taking dining satisfaction as an example, you can investigate dining satisfaction, dining frequency, and restaurant recommendation through “multiple choice questions” or “number questions” to achieve customer segmentation:

Variable setting: Set the variable name as “Customer Score,” and the “Default Value” as zero, so that the customer score starts accumulating from zero.

Variables tab with variable name Customer Score, variable type Numbers and default value 0

Logic setting: Set the scores for each option, and when an option is selected or the answer falls within the logic range, it automatically adds points.

  • Multiple Choice Questions

Are you willing to dine at this restaurant again next time?

  • Definitely not (+0)
  • Not sure (+3)
  • Definitely will (+5)
Chinese-language Variables tab creating a total test score variable of type Numbers with default value 0
Logic rule 3: if the answer to willingness to dine here again equals Definitely will, then Customer Score plus 5
  • Numeric questions

How many times have you dined at this restaurant?

  • ≥ 3 times (+3)
  • ≥ 5 times (+2)
  • ≥ 10 times (+2)
Logic rule 4: if the number of past visits to the restaurant is 3 or more, then Customer Score plus 3

Logic rule 5: if the number of past visits to the restaurant is 5 or more, then Customer Score plus 2

In numeric questions, you may have a requirement to set numerical intervals. In this case, the “Calculation Methods” adopts an accumulation mode. For example, if a customer has dined 6 times, they will receive 3+2=5 points; if they have dined 15 times, they will receive 3+2+2=7 points.

Finally, you can directly see the total scores of each customer in the “Data Report”. By accurately segmenting customers based on scores, you can follow up by asking deeper attitude questions for customers with lower scores, or provide regular discount activities for VIP customers with higher scores.

Data Report table with the Customer Score column boxed in red: Jessica 6, Michael 0, Jason 12 and Nathan 10

Financial Statistics

In addition to calculating the scores of students or consumers, adding calculation mode to group purchase surveys is also a common application. Besides assisting buyers in checking the order amount at any time during ordering, it also helps avoid unnecessary disputes due to incorrect calculations of the amount.

Group purchases/takeout order calculation

Buyers can easily set product prices and current discounts through the SurveyCake “Calculation Mode” feature. By setting discount principles through “logic” and “variables,” the quantity and payable amount of each survey can be automatically calculated, saving time for both buyers and sellers to manually calculate.

Variable setting: Set the variable name as “Total Amount,” and the “Default Value” as zero, so that the consumption amount starts calculating from zero. If you need to add shipping fees to the order, you can also enter a value in the “Default Value.”

Question list beside the Variables tab, where the Total Amount variable has its default value 60 boxed in red

If the order needs a $60 shipping fee, you can enter a shipping fee of $60 in the default value.

After setting the variable name, you can insert the variable into the “Introduction” and write relevant shopping information in the “Rich Text” to help buyers view their shopping amount while placing orders.

Logic setting: Set the amount corresponding to the quantity of each item.

Assuming the price of a hoodie is $680, with a discount of $100 for every 3 items purchased and an additional $100 discount for purchases over $1500.

For example:

In the question “How many hoodie(s) would you like to buy?”

  • If the answer is 1, the amount will automatically add $680
  • If the answer is 3, the amount will automatically show the price of the product plus shipping, that is $60 + $680*3 – $100 – $100=$1900.
Logic rule 4 named NT100 Disc. 3 pcs: if the hoodie quantity equals 3, then Total Amount minus 100

Logic rule 5 named NT100 Disc. over 1500: if Total Amount reaches 1500 or more, then Total Amount minus 100
Animated order form where Total Amount updates from 60 to 740, 1420 and 1900 NTD as the quantity is picked

If the seller wishes to offer a free shipping promotion for purchases over a thousand, just add another logic. When the “total amount” reaches $1000, deduct $60.

Logic rule 6 named Shipping Fee Disc.: if Total Amount reaches 1000 or more, then Total Amount minus 60

The application of financial statistics can also be combined with population statistics.

By combining financial statistics with population statistics, you can not only see the total, average, mode, and other indicators through the chart report but also allow respondents to directly see the statistical amount or the discounted price on the survey frontend when filling out information.

Event registration statistics

When organizing paid activities such as seminars or camps, it is often necessary to monitor the number of registrations and the current revenue status to facilitate timely adjustments to the number of participants and discount plans.

In addition, to allow registrants to understand the registration situation more clearly, in addition to using “Preview Before Submission,” you can also use the “Calculation Mode” feature in the “Introduction” to calculate the registration fee in the survey and synchronize the final registration number and amount.

Variable setting: Set the variable name as “Registration Fee,” and the “Default Value” as the registration fee per person.

Ex: Set the default value as the registration fee per person ($3000/per person).

Variables tab with variable name Registration Fee, type Numbers, and default value 3000 boxed in red

Logic setting: Set the calculation multiple corresponding to the number of registrants.

Ex : How many people will register for this event?

  • 1 person (×1)
  • 2 people (×2)
  • 3 people (×3)
Logic rule 1: if the number of people registering for the event equals 1, then Registration Fee times 1

Logic rule 3: if the number of people registering equals 3, then Registration Fee times 3, with a hint to make the question required

If the event offers a three-person group discount or launches an early bird promotion within a certain period, you can add logic to multiply the “Registration Fee” by the corresponding discount scheme.

Logic rule 4 named 25% disc: if the number of people registering equals 3, then Registration Fee times 0.75

Animated registration form where the confirmation total climbs from 3000 to 6000 and then 6750 NTD

When the total number of participants is 3, the registration fee will be $3000*3*0.75 = $6750.

All in one survey service, meeting all your calculation and integration needs!

With SurveyCake’s calculation mode, complete all calculations directly on the survey, providing respondents with the most timely scoring results, as well as detailed analysis charts and details, helping you to conduct tests more smoothly and improve the efficiency of questionnaire statistics.

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SurveyCake is an enterprise-grade cloud survey platform built in Taiwan, dedicated to connecting every survey-related use case to help businesses collect data, analyze insights, and drive follow-up action more efficiently. Follow our Blog for more practical survey know-how and the latest trends. If you found this article helpful, feel free to share it along with a link back to the original.

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