Sending data about Participants to a Google/Excel Online Sheet, as soon as they start an Experience

Dado allows you to set up any Sub-task to send the data it collects from Participants to a Google or Excel Online Sheet. (Find about more in this article) But it's also possible to have Participant data sent to a Google/Excel Sheet as soon as Participants start the Experience.

This can be useful in different circumstances. Perhaps you have a team member who is responsible for granting systems access to new hires, and they need to know every new hire's name, company email address and start date, as early as possible. To help this team member, Dado can send this info on every new hire to a dedicated Google/Excel Sheet, as soon as they start your onboarding Experience.

Here's how to set this up. The video references Google Sheets, but the exact same process will work for Excel Online Sheets.

1. Start by making a list of which information about Participants you wish to send to your Google/Excel Sheet.  It's possible to send: 
   • User Profile information: any information Dado stores about that user, like their start date, their email address or their location
   • Information collected via Sub-tasks: for instance, a user's answer to a question Sub-task, or confirmation that they have completed a video Sub-task. You can see what information can be collection for each Sub-task type in this article.

2. Go to your Experience and select one of the Tasks whose data you want to send to your Sheet

   It's necessary to send data to the spreadsheet from at least one Sub-task

3. Click on the Task and then click the 'Edit task' button in the top right of the window. This will take you to the edit modal for this Task.
4. Now click on the Sub-task whose data you want to send to your Sheet. 
   • Different kinds of Sub-tasks can send different kinds of data to Sheets. You can see what is possible for each Sub-task type in this article.
5. In the right-hand sidebar, you'll see a section called 'Data Destinations'. Click the 'Add destination' link at the bottom of this section.
6. In the new 'Edit Data Destination' sidebar that appears, start by selecting "Google Sheet" or "Microsoft Excel" in the first dropdown
7. In the Document Title field, you can either select from an existing Sheet used in this Experience, or create a new one. In this case, we'll create a new one, by clicking 'Use a new sheet'.
   • After clicking 'Use a new sheet', a 'Create Spreadsheet' window will appear. Start by giving your document a title.
   • Next, switch on the toggle labeled "Add participants to this spreadsheet when they start the experience".
   • Finally, select which Dado data fields you'd like to be sent to the spreadsheet. For every field you do want, enter something in the 'Column' field to the right. Whatever you type into this field will be the title of the column in the new Sheet.
   • When you're done, click the 'Create' button on the bottom right.
8. Now you'll return to the 'Edit Data Destination' sidebar. The final thing to do here is to choose a column name for the data coming from this Sub-task. Enter your choice of name into the 'Column Name' field
9. Click the 'Save' button in the 'Edit Data Destination' sidebar, then the 'Save Task' button at the top right of the window. 
10. Finally, save the changes to your Experience, by clicking the 'save changes' link in the bottom right of the screen.
11. You'll be able to access your new Sheet at any time from the Experience Overview page. To reach this page from the Edit Timeline screen, click the 'back to overview' link in the top left.