Management

In the search bar, look for one of the available management options. 

Users & Authorizations 

1. Users: This function is for creating and managing users. On the left, you’ll see a list of all users. You can modify users by clicking on the icon with three dots. Double-clicking on the name also allows for adjustments. Use Remove User to delete a user. In Additional Authorizations, we can set exceptions in authorizations. It’s also possible to enable email notifications for each user. 

Watch the demo video: Introducing the Users feature

• Table: you will view users in a Table view (4). 
• Sort by: to change the order (5). 
• Search by name / email: search for users (6). 
• Edit Filters: filter by Last login, Creation Date, Additional authorizations, and Groups (7). 
• Select multiple individuals by checking the box next to their names. You can perform an operation for this group (8). 
• New User: use this to add a single user. Arrow next to users: Use this to add multiple users. You can manually enter user details or import an Excel or CSV file (9). 
• Send activation email: use this button to send an activation email to a user. This allows them to activate their personal Focus Feedback account (10). 

2. User groups: specify what a group is allowed to do in the application. Here, you can also check multiple groups and make changes. 

Watch the demo video: Introducing the User Groups feature

• Authorizations: this refers to authorizations in Focus Feedback (11). 
• Authorizations admin: this pertains to authorizations in Focus Feedback Admin (12). 
• Arrows: by clicking on the arrows next to the authorization, you can add or remove an authorization. On the left side of your screen, you’ll see the group for which you are making these changes (13). 
• Sort by: change the order (14). 
• Search: search for groups (15). 
• New Group: add a new group (16). 

3. User group survey: you can associate user groups with surveys here. Double-click on a row to do so. Choose which groups can access the data from this survey by clicking on the arrow. This feature is useful for data security. You can also select multiple groups and then choose Edit selection to do this in bulk. 

 

 

Surveys & Email settings 

Email Templates: create or edit an email template. It is possible to add your own images and text to customize your email in your own look and feel. 

Watch the demo video: Introducing the Email Templates feature

1. Manage Image Library: this is meant for uploading and using images. 
2. Content: add different components. Additionally, you can include Social Media icons that link to your Social Media pages. 
3. Template name: change the name of your email template. 
4. Preview text: this is the subject of your email, which you can modify here if desired. 
5. Styles: this option is available to configure, among other things, colors and spacing. 

Tables 

This function is intended for creating and editing database tables. The data in these tables are not sent in names but in codes. The data are provided in advance in the survey. The codes are translated into text that is readable for the user. You can later filter based on this information in other functions within the application. 

1. Answer Tables: this table relates to the responses to survey questions. Having a survey question with 5000 choices in your questionnaire is not practical. Instead, a question type is created with a table behind it, and it will keep grouping itself. This way, you end up with fewer answer options. Below is an example of what an Answer Table might look like. 

2. Survey categories: this involves grouping surveys. You work with clusters instead of individual surveys. You create groups here and can add multiple surveys to a group. Use the arrows to add or remove surveys from a specific group. 

Watch the demo video: Introducing the Survey categories table 

3. Mapping Tables: here, you select from Region, Tech group, Product area, Product division, or Payment method. You’ll find a Unique Number (code) associated with a Description (name). These codes are loaded from a CRM system. The process is the same for all Mapping Tables. In the example below, you can see a table for Product area, displaying the Unique Number (code) and the Description (the description of the codes). 

Watch the demo video: Introducing Mapping Tables 

4. Employees & Partners: this is almost identical to the Mapping Tables, but it pertains to individuals. You’ll see individuals who can be linked to a record. Here, we also receive codes from their CRM system. You link multiple fields here. In your data, you won’t see the code; instead, you’ll see the name of the employee. 

Watch the demo video: Introducing the Employees & Partners tables 

 

5. Salutations: this is a specific table used for salutations. In the survey, a salutation is provided and is utilized in the email. For instance, you can specify that if the system receives Male, it should be converted to Mr., and if it receives Female, it should be converted to Ms./Mrs. Additionally, Unknown could be set to Mr./Ms. The values can thus be transformed into the appropriate salutation. 

Watch the demo video: Introducing the Salutations Tables

6. Tags: throughout the application, you can add tags, such as to dashboards or CLF records. You can remove a tag here. 

Watch the demo video: Introducing the Tags function

7. Wordlist: in the responses to open-ended questions, you can search for specific words. You can filter feedback containing a particular word. In Wordlist, you create a topic, which is a grouping of words. For each topic, you associate a set of words. In this function, you can modify, create, and delete words. In the example below, you can see the topics on the left and the words associated with the ‘Parts‘ topic on the right. 

Watch the demo video: Introducing the Wordlist Table 

 

Advanced settings 

Watch the demo video: Introducing Advanced Settings 

1. GDPR Report: consumers have the right to request access to their personal data from companies at any time. A company must be able to provide an exact record of the information they have on an individual. In the system, you can search by email address or phone number to determine if a person has ever participated in a survey. You can generate an export for the consumer to review. 

2. Blacklist: you can view individuals who have unsubscribed. This data remains visible for 3 months. After 3 months, it is encrypted. This allows you to retrieve them if you enter the exact same email address. Only with the precise information can you access this data. This is GDPR-compliant. 

3. Mailing list: this is a table containing all the records that have entered and exited the system.