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Compyle Documentation
Knowledge base articles that demonstrate how to use Compyle.
Compyle Overview
Participants, Households, and Organizations
- What are Participants, Households, and Organizations?
- Creating a Participant
- Creating an Organization
- Search for: Participants, Households, Organizations, and Anonymous Responders
- Filtering the Participants or Organizations List
- Working with Participant and Organization Records: View, Edit, Archive, Delete, Restore
- Folders: Viewing Participant or Organization Activity
- Participant and Organization Groups
- Households: Language & Link Rules
- Households: Creating, Editing, and Updating Participant-Household Relationships
- Automatic Participant Setup
- Importing Participants, Households, and Organizations
Data Collection
- What are Data Collections, Surveys, and Instances?
- My Downloads
- Data Collection List
- Creating a Data Collection
- Creating a Survey Form for Data Collection
- Adding Questions to a Survey / Data Collection Tool
- Adding Participants to a New Survey / Data Collection Tool
- Responder Types for Survey Forms and Note Type Forms
- Default Forms for New Survey Responders
- Anonymous Responses
- Survey Forms and Note Forms - Form Management Folder
- Starting the First Survey / Data Collection Tool Instance, and Emailing Participants
- Notifying Participants of a Survey / Data Collection Tool Instance via URL
- Participant Survey / Data Collection Tool Responses
- Completing Survey Form Responses on Behalf of Participants
- Creating Additional Survey / Data Collection Tool Instances
- Editing Survey Form/Note Form Fields and Settings in the Form Management Folder
- Adding or Removing Survey Responders for a Survey Form Instance.
- Receiving External Referrals
- (Prior to June 2022) Participant Instructions
- Searching for a Survey Form by Name
Analytics
Administration
Administration - Forms and Fields
- Organizing Information in Compyle
- Manage Entity Fields / Edit Entity Profile Forms
- Standard Participant and Organization Fields
- Custom Participant, Household, Anonymous, and Organization Fields
- How to Implement Households in Compyle
- Compyle Field Types
- Form Do's and Don'ts
- Compyle Design: Implementing a New Data Collection Process
- Program Process Analysis: Getting to Know a Program Before Building Forms for It
- Duplicate Check for Participants, Households, and Organizations
- Form Logic Rules: Conditional Logic for Survey Forms and Note Forms
- Form Logic: Tips & Tricks
- Form Logic: Troubleshooting
- Note Type Forms & Standard Notes
- Time Periods and Frequencies
- Public Forms: Custom Participant, Household, Organization, & Anonymous Intake Forms
Scorecard Feeds
- What is a Scorecard Feed?
- Setting Up Scorecard Measures
- Setting up Calculations for Scorecard Feeds
- Creating a Compyle-to-Scorecard Feed
- Scorecard Feeds List
- Feeding Data to Scorecard: Scheduling Data Transfers for Compyle-to-Scorecard Feeds
- Scorecard Measures with Scorecard Feeds
- Archiving a Scorecard Feed
- Troubleshooting Scorecard Feeds
Compyle Release Notes
- Compyle Release Notes: Fall Finesse Upgrade - Oct. 2025
- Compyle Upgrade Webinar Slide Deck - Fall Finesse Oct 2025
- Compyle Release Notes: Ready By Request Upgrade - August 2025
- Compyle Release Notes - August 2025 Upgrade Webinar Slide Deck
- Compyle Hotfix Release Notes July 2025
- Compyle Release Notes: Wayfinding & Well-Being Upgrade - July 2025
- Compyle Wayfinding & Well-Being Upgrade Slide Deck - July 2025
- Compyle Release Notes: Household Imports - June 2025
- Compyle Household Imports Upgrade Slide Deck - June 2025
- Compyle Release Notes: Hotfix 11 May 2025
- Compyle Release Notes: Households & Household Linking - April 2025
- Compyle Household Linking: Apr. 2025 - Slide Deck
- Compyle Hotfix Releases February 2025
- Compyle Export Filters & More Release - February 2025
- Compyle Export Filters Upgrade Slide Deck - February 2025
- Compyle Release Notes - January 2025
- Compyle Release Notes - December 2024
- Compyle Import Upgrade Webinar - Dec. 2024 & Jan. 2025 releases - Slide Deck
- Compyle: Release Notes - November 2024
- Compyle Release Notes: August 2024 Upgrade
- Compyle August Upgrade Webinar Slide Deck - August 2024
- Compyle Release Notes: Optimization & More - May 2024
- Compyle Spring Upgrades Webinar Slide Deck - April & May 2024
- Compyle Spring Cleaning Release Notes - April 2024
- Compyle Release Notes: Form Logic & Form Management Layout - February 2024
- Compyle Form Logic Upgrade Webinar Slide Deck - Feb. 2024
- Compyle Release Notes - Sections for Survey Forms and Note Forms: Nov. 2023
- Compyle Nov. 2023: Fields, Formatting, and Files - Upgrade Webinar Slide Deck
- Compyle Release Notes - Hotfix Mini Release: Sept. 2023
- Compyle Release Notes - Fields, Files, and Formatting: August 2023
- Compyle Aug. 2023: Fields, Formatting, and Files - Upgrade Webinar Slide Deck
- Compyle Duplicate Check Upgrade Webinar Slide Deck
- Compyle Release Notes - April/May 2023
- Compyle Release Notes - February 2023
- Compyle Upgrade February 2023 Webinar - Slide Deck
- Compyle Release Notes - Winter 2022
- Compyle Upgrade Winter 2022 Webinar - Slide Deck
- Compyle Hotfix Release Notes Sept. 2022
- Compyle Release Notes - September 2022
- Compyle Upgrade Webinar Slides - Sept. 2022
- Compyle Release Notes - Summer 2022
- Compyle Upgrade Webinar Slides - Summer 2022
- Compyle Release Notes - Spring 2022
- Compyle Release Notes - Winter 2021-2022
- Compyle Upgrade Webinar Slides - Winter 2021-2022
FAQ (Compyle)
- Common Compyle Questions
- Sending Out Surveys
- Printing Compyle Forms and Records
- Accessing Compyle Downloads and Exports
- Exporting Charts and Summaries from Compylations
- Data Migration Process
- Free Tier Compyle Sites
- Adding Organizations to My Site
- Why is the Field Count Different in Different Places in Compyle?
- Translating Forms in Compyle
- Privacy Regulations & Security Certifications
- Recaptcha - Verifying New Participants, Anonymous Responders, and Organizations
- Safety & Security: What Tools Does Compyle Have for Managing and Monitoring Access to Client Information?
- What's Next for Compyle?
- Common Import Questions - Importing New Participants and Households