Getting started with Insights

Welcome to GetFeedback Digital Insights! We are excited for you to get your hands on GetFeedback Digital Insights and help you get much more out of the Feedback you have retrieved with GetFeedback Digital. What better way to help you get started than a Support article that covers the basics? So let's get started!

This guide consists of:

• What is Insights?
• How do I access Insights?
• How do I use Insights?

What is GetFeedback Digital Insights?

GetFeedback Digital Insights is our new Analysis feature that places a wide variety of ways to analyze your GetFeedback Digital Feedback in the palms of your hands, literally:
In GetFeedback Digital Insights you can:

• Create and share charts based on NPS, Mood or Rating questions
• Merge or compare different Campaign form results in order to track and report on your main KPIs
• Filter and manipulate the data to uncover opportunities
• Share a story that is meaningful and impactful to your organization

Awesome, right? 😄

Note: GetFeedback Digital Insights is a new feature in GetFeedback Digital, this means that GetFeedback Digital as you know it will not change. The analysis features that you are used to are still accessible and the trusty way of creating Forms, Campaigns and Widgets will not change.

How do I access GetFeedback Digital Insights?

GetFeedback Digital Insights can be accessed through this link. Once you have opened the link or went to the URL, you will be welcomed by a very special login screen. To make things super easy, you can use your existing GetFeedback Digital credentials to log in to GetFeedback Digital Insights:

Your GetFeedback Digital Insights username = the email address of your GetFeedback Digital account
Your GetFeedback Digital Insights password = the password of your GetFeedback Digital account

Tip: Bookmark this URL for ultra-easy access to GetFeedback Digital Insights.

If you have added an additional layer of security to your GetFeedback Digital account in the form of Two-Factor Authentication (2FA), first of all, compliments from our Security team, secondly, we also encourage you to enable this. To do this, simply scan the QR code that is shown and this will create a new entry in your Authenticator app specifically for GetFeedback Digital Workspaces. If you don't have 2FA setup for your account, we strongly encourage you to set it up for both your GetFeedback Digital and Insights accounts.

So now that we've got you into Insights, let's talk about the things you can do in this beautiful new environment. In Insights we have two types of user roles, Admins and Users. Below you will find an overview of what Admins can do and what Users can do.

Note: If you are an Administrator in GetFeedback Digital, you will be an Admin in Insights.
If you are not an Administrator in GetFeedback Digital, you will be a User in Insights.

How do I use Insights?

You've seen the word "Insights" being mentioned multiple times in this article, but what is this thing we call "Insights"? Insights is an environment that allows you to combine and segment feedback. Admins can create as many workspaces within Insights as they would like. Users with other GetFeedback Digital roles will need to be invited to a workspace, where they will be able to create charts. Within a single workspace, you will be able to create as many charts as you want and share that workspace with as many GetFeedback Digital users in your organization as you want.

Tip: Click here to go to the article we've written to help you create a workspace.

Within a workspace, you have the ability to create a chart based on a question type (e.g. NPS, Mood and Rating) from campaigns forms created in GetFeedback Digital. You can choose a question type from different campaigns and combine the data from these campaigns to visualize it in different ways. For example, combine NPS scores from multiple campaigns and visualize them in a trendline to uncover key insights over time, then allow the relevant people within your organization to see these results

Tip: Click here to go to the article we've written to help you create a chart in a workspace.

Before jumping in the fun, it is important to think about how you'd like to structure your workspaces within Insights. To help you get started we'd like to suggest a couple of points that can help in setting up a structure in your Insights environment. Before setting up your workspace, think about the following points:

• Who should have access to all/a specific workspace(s)?
• What is the key objective that will be monitored in a specific workspace?
• What kind of charts will be created in a workspace?
• What goal do you have in mind when creating a workspace?
• Use a naming convention for your workspaces and charts to ensure that everyone in your team can understand it.

What feedback can I analyze in Insights?

Currently, feedback received through the below products are available in Insights:

• GetFeedback Digital for Web
• Button feedback
• Campaign feedback
• In-Page
• GetFeedback Digital for Apps
• Button feedback
• Campaign feedback

GetFeedback Digital for Email feedback is not accessible through Insights at this time. 

Success

Awesome: You have finished the Getting Started with Insights guide. Please have a look at the other articles we've written about Insights here.