Build the workbook from live responses, review the numbers, then publish — no CSV needed.
boltBuild from live responses
Pulls the latest survey responses in automatically. Review, then publish.
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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?
upload_file
Click to choose or drag & drop
C20 CSV — Academic Expectations Survey
Step 2 — Review & Adjust
Score Distribution
Partner Breakdown
Send-to-Completion Funnel Delivered / opens / clicks come from the Email Metrics tab
infoOpens and clicks are totals, not unique students. Pardot counts every open and click, so one person opening five times is five opens. Open rate and click-through are engagement indicators, not reach — they can top 100%, and a later stage can look bigger than an earlier one. Delivered and completions are true counts.
Open-Text Themes Auto-detected · adjust as needed
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Step 1 — Upload C65 CSV
Export from the Completion Survey Pulse Google Sheet as CSV.
Required columns: Partner · Score · Feedback
upload_file
Click to choose or drag & drop
C65 CSV — Completion Survey Pulse
Step 2 — Review & Adjust
Score Distribution
Partner Breakdown
Send-to-Completion Funnel Delivered / opens / clicks come from the Email Metrics tab
infoOpens and clicks are totals, not unique students. Pardot counts every open and click, so one person opening five times is five opens. Open rate and click-through are engagement indicators, not reach — they can top 100%, and a later stage can look bigger than an earlier one. Delivered and completions are true counts.
Feedback Themes
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Step 1 — Upload C40 CSV
Export from the Testimonial Request sheet (Google Sheets or Notion export).
Required columns: Partner · Score · Consent · Full Quote
upload_file
Click to choose or drag & drop
C40 CSV — Testimonial Request
Step 2 — Review & Adjust
Consented Count by Partner
Send-to-Completion Funnel Delivered / opens / clicks come from the Email Metrics tab
infoOpens and clicks are totals, not unique students. Pardot counts every open and click, so one person opening five times is five opens. Open rate and click-through are engagement indicators, not reach — they can top 100%, and a later stage can look bigger than an earlier one. Delivered and submissions are true counts.
Key Themes
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A30 — Non-starter survey Work in progress
Responses come straight from the live form, survey a30, so there is no CSV to upload. Email figures come from the Email Metrics tab: name the campaign with A30, for example "ABER A30 - Non-starter".
Step 1 — Load live responses
Use Build from live responses at the top of the page. A30 is read with the rest, and its answers appear below.
Stored responses
Every A30 response in the live store. Removing one stops it counting from the next build; the workbook only changes when you publish. A removed record is kept and can be restored.
Step 2 — Review
Answers offered, by question
Send-to-Submission Funnel Delivered / opens / clicks come from the Email Metrics tab
Free-text answers
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Step 1 — Upload the Email Reporting CSV Once, for all three surveys
The Pardot export already contains C20, C65 and C40 rows, so it only needs uploading here — this tab splits it by survey code and writes each survey's Delivered / Opens / Clicks into its funnel automatically.
Columns: Name · Delivered · HTML Opens · Total Clicks. Leave every row in — no filtering needed.
Where to find this arrow_outward
mail
Click to choose or drag & drop
Email Reporting CSV — all surveys, unfiltered
infoOpens and clicks are totals, not unique students. Pardot counts every open and click, so one person opening five times is five opens. Open rate and click-through are engagement indicators, not reach — they can top 100%, and a later stage can look bigger than an earlier one. Delivered and completions are true counts.
Step 2 — Check what it found
Taken from the filename where it looks like Email_DDMMYYYY.csv, otherwise today. Shown under each funnel in the viewer.
Delivered by partner
Review only — the published funnels use the survey totals above. NWMS and GDWR are the same partner (North Wales Management School); the email export uses NWMS, while C20/C65 use GDWR. Rows with no C20/C65/C40 in the Name are listed as skipped so nothing disappears silently.
Rows skipped
No C20, C65 or C40 found in the Name, so these were left out of every funnel. Harmless if they are non-survey emails.
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. The prompt also asks Claude to read the response-level source files in Survey Reporting\Data for module-level, per-programme and cycle-on-cycle detail — so paste it into Claude Code (or another Claude with file access). Pasted into claude.ai it still works, just from the snapshot alone.
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.