WEBVTT 1 00:00:01.559 --> 00:00:04.657 Hi there. In this video, I'm gonna introduce you to worksheets. 2 00:00:05.157 --> 00:00:08.256 Worked in simple, are very much like physical worksheets. 3 00:00:08.724 --> 00:00:13.142 That you would distribute in a meeting or in a coaching session 4 00:00:13.842 --> 00:00:15.141 or after an event. 5 00:00:15.721 --> 00:00:17.700 You will find them under content 6 00:00:18.459 --> 00:00:20.778 and you can just go to workshops here. 7 00:00:20.778 --> 00:00:25.116 They are very easy to create and then very easy to check the results for. 8 00:00:25.624 --> 00:00:27.663 So I've created this example 1. 9 00:00:27.663 --> 00:00:34.520 So the way you would start creating is by going here on the right side and clicking on create new worksheet. 10 00:00:34.989 --> 00:00:36.729 I create an example 1 11 00:00:37.068 --> 00:00:41.926 just to show you what it can look like. So here is a pre coaching 12 00:00:42.924 --> 00:00:46.183 work it. So for example, there's questions like, what do you expect 13 00:00:46.802 --> 00:00:51.690 to gain from other coaching sessions? What are the 3 core values? So there are many as you can see. 14 00:00:51.929 --> 00:00:56.667 There are different types of answers that you can choose when you create them. 15 00:00:56.847 --> 00:00:59.586 So as an example, I'm gonna now add a section 16 00:01:01.414 --> 00:01:05.832 You you can choose a title, which is the big 1 that shows up here. 17 00:01:06.771 --> 00:01:07.271 So 18 00:01:08.609 --> 00:01:12.107 For example, what do you want from our next session? 19 00:01:12.847 --> 00:01:17.104 You can add a body which is this little text here where you can specify 20 00:01:17.564 --> 00:01:19.783 or you might not wanna say anything. 21 00:01:20.482 --> 00:01:20.982 So 22 00:01:21.562 --> 00:01:23.530 in this case, I'm not gonna write anything. 23 00:01:23.729 --> 00:01:26.548 And then here, down here, you can choose the type of questions. 24 00:01:26.568 --> 00:01:30.306 So you can choose no question if you just wanna say 25 00:01:30.894 --> 00:01:33.433 other section without them having to answer, 26 00:01:33.893 --> 00:01:35.352 single line tags, multiline, 27 00:01:35.852 --> 00:01:41.778 then you can choose a list which is similar to what is in here, so where they can 28 00:01:42.638 --> 00:01:47.416 list different things. Like, for example, what are your 3 core values in this case? 29 00:01:48.394 --> 00:01:50.014 You can choose radio buttons, 30 00:01:50.393 --> 00:01:56.371 which will show them many options to choose from. Checks boxes with same thing they can choose. 31 00:01:56.589 --> 00:01:59.808 More than 1 option, or you can choose file upload 32 00:02:00.188 --> 00:02:03.246 where it will ask your customer to upload 33 00:02:04.985 --> 00:02:05.645 a file. 34 00:02:06.154 --> 00:02:08.193 Of whatever you want to 35 00:02:09.073 --> 00:02:12.411 you want them to do. So in this case, let's choose, for example, multiline 36 00:02:13.199 --> 00:02:15.398 and then we're gonna save that. So we have 37 00:02:16.038 --> 00:02:20.336 you you you would keep adding different sections, which are your different questions. 38 00:02:21.014 --> 00:02:22.594 And then after that, 39 00:02:22.973 --> 00:02:27.871 you can Here, you can copy the link to the worksheet, or you can open it. 40 00:02:28.771 --> 00:02:30.470 That's how it looks for them. 41 00:02:31.129 --> 00:02:31.929 So you can 42 00:02:32.449 --> 00:02:34.228 here, they have the different questions. 43 00:02:35.127 --> 00:02:40.225 Right now, it's I already filled it before, so it's showing my previous responses. 44 00:02:40.714 --> 00:02:41.854 So if a person 45 00:02:42.194 --> 00:02:44.813 feels it, they get give them the option 46 00:02:45.272 --> 00:02:49.790 to either overwrite the answers or you can click here 47 00:02:50.149 --> 00:02:52.448 and they can start with a clean worksheet. 48 00:02:52.788 --> 00:02:58.445 This offers them the option, for example, if you have many coaching sessions where you need to keep feeling 49 00:02:58.864 --> 00:02:59.764 this worksheet, 50 00:03:00.304 --> 00:03:04.442 you can save their progress over time. So that's a good option. 51 00:03:05.301 --> 00:03:07.001 If you wanna do that, for example, 52 00:03:07.769 --> 00:03:13.806 then if we go back to the worksheet here, there's the content 1 and there's the response stop. 53 00:03:13.806 --> 00:03:19.173 So if you go here, you could see all the responses you got from that worksheet and the stats. 54 00:03:19.512 --> 00:03:21.092 So here you've got an overview. 55 00:03:21.431 --> 00:03:24.410 At the minute, there's only 1, so you can only see that 1. 56 00:03:24.789 --> 00:03:27.049 How many answers they gave, created, updated, 57 00:03:27.388 --> 00:03:32.246 and then here, you can also see all the answers. So you can see it by question, 58 00:03:32.924 --> 00:03:34.524 and then all the answers below. 59 00:03:34.524 --> 00:03:41.600 If you had more than 1 responder, you would see all the answers and you could explore that if you wanted to, like download it doesn't excel. 60 00:03:41.600 --> 00:03:42.380 If you prefer, 61 00:03:42.829 --> 00:03:45.288 sorted reorder anything you might 62 00:03:45.668 --> 00:03:46.888 you might wanna do. 63 00:03:47.027 --> 00:03:53.503 If you want a person, like, if you want someone to fill up your worksheet, you can Copy this here and share it with them. 64 00:03:53.503 --> 00:03:54.603 Copy this link. 65 00:03:55.023 --> 00:04:00.940 And then you can here, if you click the 3 dots, you can duplicate the worksheet or delete it. 66 00:04:01.619 --> 00:04:06.837 Let's just check. I'm just gonna show you which settings it works it can have. 67 00:04:07.136 --> 00:04:12.553 So apart from the title of the work sheet, the internal name, the description that you can add. 68 00:04:13.412 --> 00:04:17.551 You can choose after submission, so after a person submits that worksheet, 69 00:04:17.989 --> 00:04:19.569 If you wanna show a confirmation 70 00:04:20.068 --> 00:04:25.566 page and you can choose the title and the body of that, or you can redirect them to a URL. 71 00:04:25.666 --> 00:04:29.934 For example, your website or anything you might wanna direct to. 72 00:04:30.513 --> 00:04:31.413 You can notify 73 00:04:32.232 --> 00:04:36.199 via email when someone submit a response, so that might be useful if you want. 74 00:04:36.359 --> 00:04:38.579 Reply to them or you wanna know when someone's 75 00:04:39.198 --> 00:04:39.698 submitted. 76 00:04:40.557 --> 00:04:42.776 And then you've got other more advanced settings 77 00:04:43.276 --> 00:04:45.775 such as like, admitted, admitted data, 78 00:04:46.244 --> 00:04:49.863 or don't send login information when they submit a response, 79 00:04:50.402 --> 00:04:52.081 and we create a login for them. 80 00:04:52.081 --> 00:05:01.906 So you can create workshes that you share with people that are not in your system, that are not in your contact on your Simvera account yet. 81 00:05:02.684 --> 00:05:05.903 And use if you don't take that option 82 00:05:06.242 --> 00:05:14.337 when they submit the worksheet and they submit their email, simpler will automatically create a contact on your system for them. 83 00:05:16.236 --> 00:05:20.403 If you take this if you don't take the option, they will receive a login email 84 00:05:21.302 --> 00:05:22.202 with their information. 85 00:05:22.502 --> 00:05:27.169 So if you don't want them to receive that email, you'll just turn this option on. 86 00:05:27.649 --> 00:05:30.888 Then, like, most of the things in Simpario, you can create triggers. 87 00:05:30.888 --> 00:05:34.506 So for example, you could say when someone submits a worksheet, 88 00:05:35.764 --> 00:05:40.462 send them an email or give them access to something. So maybe that worksheet is 89 00:05:41.161 --> 00:05:42.901 the end of 1 of your models 90 00:05:43.320 --> 00:05:44.799 or anything like that. 91 00:05:44.799 --> 00:05:52.935 So and you wanna give them access to the next model, you could do it like that, or you could add a tag to everyone that's completed that worksheet. 92 00:05:55.044 --> 00:05:55.603 And there's 93 00:05:56.163 --> 00:06:00.181 like, everywhere in Sameer, there's a lot of options here, and you can add conditions. 94 00:06:01.161 --> 00:06:02.340 And that's mostly 95 00:06:03.586 --> 00:06:04.846 It's for worksheets.