HEP Survey Reporting

Survey Data Editor

Upload a CSV to parse results, review stats, then publish to the live survey page with one click.

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Step 1 — Upload C20 CSV

Export from the Academic Expectations Survey Google Sheet as CSV.
Required columns: Partner Code · Module as expected (1-5) · Is there anything we can do to help you with your studies?

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C20 CSV — Academic Expectations Survey

chevron_right Step 1b — Email Reporting CSV Optional — for funnelWhere to find this arrow_outward

Columns: Name · Delivered · HTML Opens · Total Clicks. Filter to rows where Name contains "C20".

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Email Reporting CSV

Step 1 — Upload C65 CSV

Export from the Completion Survey Pulse Google Sheet as CSV.
Required columns: Partner · Score · Feedback

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C65 CSV — Completion Survey Pulse

chevron_right Step 1b — Email Reporting CSV Optional — for funnelWhere to find this arrow_outward
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Email Reporting CSV (filter to C65 rows)

Step 1 — Upload C40 CSV

Export from the Testimonial Request sheet (Google Sheets or Notion export).
Required columns: Partner · Score · Consent · Full Quote

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C40 CSV — Testimonial Request

chevron_right Step 1b — Email Reporting CSV Optional — for funnelWhere to find this arrow_outward
Click to choose or drag & drop

Email Reporting CSV (filter to C40 rows)

Step 1 — Build prompt from current data

Generates a structured prompt from whatever CSVs you've uploaded. Copy it, paste into Claude, and paste the response below.

Step 2 — Paste Claude's response

Paste the full JSON response from Claude here, then click Apply. This will populate the So What, HEP Own & Act, and Partner Conversations sections before you publish.

Saves into the payload — publish when ready