3-minute how to start step by step guide

The easiest way to analyze your text data!

STEP #1
Upload the xlsx

Put your data into an Excel file (xlsx) and upload it to Zurvey. The data source can be any textual data such as internal CRM system database or survey responses. Usually you can export relevant data into an xlsx (Excel) file easily.
(You can download our English example to try out from here.)

STEP #2
Select the sheet

After uploading your file you can select the Excel sheet you want to use - in case there are more than one in your file. (By default the first sheet is selected for you.)

STEP #3
Already saved settings

When you start Zurvey you do not have already saved analysis settings, so you can move on. (Previously saved analysis settings can be used as a template when you are doing recurring tasks, e.g.: monthly analysis with the same parameters but on a fresh data. Read more about fast analysis.)

STEP #4
Select the column

Decide which column you would like to analyze since your Excel can contain meta data. You need to tell Zurvey which column need to be analyzed by setting the category „Use this column as a text we should analyze.” You can analyze only one column at a time.

STEP #5
Language settings

Change language settings if they differ from the default: you can change the text language from the default to Bulgarian, Georgian, Hungarian or English. You can also ignore accents (not relevant in English) in the text and define if there is a header row in your uploaded file. Then continue.

STEP #6
Keyword settings

There is no own keywords in your settings when you start Zurvey so you may continue. (Later you can create your own categorization by setting up keywords for the analysis. Read more about keyword settings.)

STEP #7
Save settings

Analyze your data without saving the settings you have already adjusted, or save your settings to create a new template. (You can save your settings for recurring analysis tasks. Read more about fast analysis.)

STEP #8
Relax and drink a coffee

You need to wait to receive a notificitaion from the system both in your browser and via email. Zurvey performs several automated processing tasks in the background and tell you when they're (or the analysis is) done, meanwhile you can sit back, relax and drink a coffee (you can turn off your computer as well).

STEP #9
Get the analysis

You will receive your analysis via email.

See English example output here

STEP #10
Summary sheet

When you open the analyzed Excel file you can see 7 sheets. On the Summary sheet you can see the most frequent topics in the texts and some basic statistics.

See English example output here

STEP #11
Text sheet

On the Text sheet you can see each evaluated text: how positive or negative it is, what were the recognized positive and negative phrases, and which topics, brands and locations were automatically recognized inside the text. (You can check the underlying technology here: https://zurvey.io/methodology.html)

See English example output here

STEP #12
Recognized labels sheet

On the Recognized labels sheet you can see the top100 most frequent labels discovered in the texts. Summarized stats such as related opinion index or positive mention number are also added. You can filter on the different label types: topics, attritbutes, brands, locations, emotions and persons. Related mentions are also included.

See English example output here

STEP #13
Text-label matrix sheet

The Text-label matrix sheet helps to perform filter tasks based on the most frequent automatically discovered topics.

See English example output here

STEP #14
Keywords sheet

The Keywords sheet shows values focusing on own categories which can be set up when you are a frequent user. (At first it will be empty)

See English example output here

STEP #15
Associations sheet

Associations sheet shows the most important common mentions of the discovered topics and positive/negative phrases. It shows insights about connections among the topics.

See English example output here

STEP #16
Opinion correlations sheet

The Opinion correlations sheet shows values between -1 and 1 to represent which automatically recognized topics have strong opinion connection and which topics are driving the most the overall opinions. (You can also add numeric values to the correlations table for example NPS score. Read more about it.)

See English example output here

STEP #17
Summarize the insights

When you are ready you can summarize the insights to support your decision, create a report or you can set up new hypothesis for the uploaded data and reanalyze the texts from different angles.

See English example output here

Contact Us

Leonardo da Vinci 41. (2nd floor/14)
Budapest 1082, Hungary

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Péter Szekeres

CEO
peter.szekeres@zurvey.io
+36 70 701 6488
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Bálint Katócs

Zurvey Analysis Consultant
balint.katocs@zurvey.io
+36 30 335 5677
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Kinga Lipusz

Marketing Manager
kinga.lipusz@zurvey.io
+36 70 325 9562