Have you ever looked for a solution where you can compare customer data points in an omnichannel approach? Look no further. Our new analysis platform, Insights, enables you to combine survey responses from different digital touchpoints. Ranging from feedback received through websites, emails, and mobile applications. Thus enabling you to get a holistic view and pulse of your key metrics.
This Guide consists of:
- Create a tile in 4 easy steps:
- Edit a chart
- Reordering and ResizingTiles
- Delete a chart
Creating your first tile in 4 easy steps
Once you've created your workspace, select the 'Add New Tile' button to add a chart to your workspace:
Step 1: Give your chart a title and description
On top of the following page, you will be asked to give the chart a name (140 characters, mandatory) and a description (140 characters, not mandatory). We would advise you to think about a short title that quickly sums up what you are visualizing and use the description to provide more detail so that your colleagues are clear about what data you are visualizing in your chart. Don’t worry if you’re not sure what to call your chart, because both the name and description are editable:
Step 2: Select the type of chart you would like to create
On the same page, you'll also be asked to choose the type of data you would like to display in your chart. You can select between NPS, Average Sentiment (Mood), Average Score (Rating), CSAT %, Single Choice, Multi-choice, Open text, and Polar Choice:
Step 3: Select the questions that you want to visualize in your chart
Now it's time to select the surveys which you want to include data from. If you've chosen an NPS chart in your previous step, you will be presented with all the surveys which have an NPS question included in the survey. This essentially means that we only display surveys which entail questions that are relevant to the chart type you selected.
Note: When creating a Mood chart, please note that you can only combine forms that have the same scale. So, mood ratings with a scale of 5 can only be combined with other mood ratings with the same scale. The same goes for Rating charts.
Step 4: Choose your visualization options
Based on your needs, we provide different options to visualize your data. At this point, we're offering two, of the eventual four, visualization options for the chart types with closed questions (Mood, NPS, and Rating) and one visualization option for the "Open test answers". For the chart types with closed questions you have the option between "Score over time" to see a trendline of your data or "Single Score" to see the average number of a specific period:
Tip: Each of the "Visualization options" come with their own additional "Display options". To fill you in about all the possibilities we have in our wonderful world of "Visualization" and additional "Display options", we have created this article.
Edit a chart
Created your chart but there's still something missing? Have no fear, the edit menu is here! The title, description, selected data, and selected visualization can be edited at any time. To use one of these, simply open the menu by selecting the three dots in the top right of your chart:
Note: Charts can be edited by both Administrators and Users who have access to the workspace the chart is in.
Reordering & resizing tiles
Once you have added all the tiles you wanted within your Workspace, you might wonder if there is a possibility to move the tiles in an order that is the most organized for you. Well we have wonderful news for you! You can resize and reorder the tiles to either sit 2 in a row or just 1.
To move a tile, you can grab the 6 dot icon that is at the top of each tile by clicking on it.
You can then drag the tile to sit next to another tile to have 2 tiles in the same row.
If you would like to remove the tile, you can simply grab the tile again from the 6 dot icon and drag it into the position that you desire.
You can also move tiles up and down by clicking the kebab menu (3 dots) in the upper right corner of the tile and selecting "Move up" or "Move down":
Delete a chart
Just like every piece of quality software, we have a reset button for the charts as well! In the workspace this comes in the form of the "Delete chart" option. This option can be found in the edit menu which can be opened by clicking the three dots in the top right of your chart:
- Click on the three dots
- Select "Delete tile"
Note: Charts can be deleted by both Administrators and Users who have access to the workspace the chart is in.
Awesome: By completing this guide you have a great understanding of how charts can be created, edited and deleted within a workspace. Don't let us stop you there! Click here to see an overview of all the available Support articles we have created for Insights. Whether you'd like to know how to create a workspace, how to use the filters in your workspace or if you'd like to know more about the visualization options we have available for your charts, we got you covered!