While viewing the Conversations tab on Insights, you can create and apply your demographics to your speakers one-by-one, or upload a CSV to create and apply your demographics in bulk.
Creating and applying demographics manually
Click the + icon to create a new demographic category (like location, language, etc.) or data point for an existing category.
In the next menu, enter the name you want to assign to that demographic category or data point. You can add a description and assign a color. Leave the Code Parent field blank to create a new category, or choose an existing category to create a new data point.
Once you've created your demographics, you can apply them to your speakers by clicking into a conversation. You'll see a list of all speakers in the conversation. When you click a name, checkboxes will appear next to each data point you created. Click a checkbox to apply that demographic to that speaker.
Uploading demographics via CSV file
Create a CSV sheet with tabs representing the demographics you would like incorporated. There are at least two required tabs that your sheet should have; Conversation ID and Name.
Two important things to note:
- The conversation ID are the four numbers shown at the end of your conversation URL
- Make sure all of your name edits to the transcript have been made on Cortico's platform and that they match the exact spelling of the name on your demographics excel sheet. If the spelling on your sheet and the spelling of names on Cortico do not match, the demographics will not be matched with the person to whom the demographics should belong to.
In this example, "Borough" is the a demographic category
Once you have a CSV file, click on the upload icon and select that file. Note: If you need to make any edits to your demographics sheet, the entire sheet will need to be re-uploaded after every edit.