What is a collection?
Essentially, a collection is a place where Lumoa stores similar kinds of data. If it helps, you can think of them as buckets.
Each collection (or bucket) usually has a metric associated with it, such as NPS or CSAT. Usually, all of your NPS data goes into the NPS collection and your CSAT data goes into the CSAT collection. We would want those data points to be separated because the scoring metrics are different - a 3 in a CSAT survey is not terrible, but a 3 in a NPS survey is quite bad. Having those in the same collection (or bucket) would skew the Lumoa analysis.
How do I know when to create a new collection?
Usually, data needs to be stored in a new collection if it is a new metric (such as your first CSAT survey) or if its a new touchpoint. An example is that if you survey your customers using NPS, but you also survey your employees using NPS, you wouldn't want both of those touchpoints in the same collection, even though they are the same metric.
We also have a flow chart to help you with the decision making process:
Once you have decided that "yes, this data needs to be in a new collection" you can follow our guide on How to Create a Collection which should help you with the next steps!
What is the difference between Cards and a Collection?
A collection is where data is stored, and Cards are how you can view that data. A collection can have multiple Cards associated with it, but a Card can only be made on one Collection.
An example is if you have some NPS data from a variety of countries, you could make a card for each country you operate in to get an overview of them at a glance. But, all of these cards point to the same data, and are for the same collection. The cards are just different ways to look at and access that same data.