STEP #1
Upload the xlsx
Put your data into an Excel file (xlsx) and upload it to Zurvey.io. 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, select the Excel sheet you want to use (if there is more than one in your file).

STEP #3
Already saved settings
When you start Zurvey.io 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.io which column need to be analyzed by setting the category (since your Excel may contain meta data). „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 whether if there is a header row in your uploaded file. Then continue.

STEP #6
Keyword settings
When you first start Zurvey.io, there will be no individualized keywords in your settings, so you may skip this step for now. (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 notification from the system both in your browser and via email. Zurvey.io performs several automated processing tasks in the background and tells 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.

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.

STEP #11
Text sheet
On the Text sheet you can see each evaluated text: how positive or negative it is, what the recognized positive and negatives phrases were, and which topics, brands and locations were
automatically recognized inside the text. (You can check the underlying technology here:
https://zurvey.io/methodology.html)

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 your own categories, which can be set up by frequent users. (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