Best Practices and Usage

Common Link Features
When we recommend using a common link: Avoid whitelisting Unknown scope of population Validate legitimacy of effort (directly send from manager)...
Fri, 29 Mar, 2019 at 10:21 AM
Participant Management
For any engagement you can Add, Remove, Send Message or Force complete participants by going into the participant tab of an engagement. Click on the engag...
Thu, 26 Sep, 2019 at 10:18 AM
Branding Your Assessment
There are various ways that you can brand your assessment or Organization in the platform. You have an option of adding Logos, Color Schemes, Banners and Vi...
Tue, 14 May, 2019 at 6:34 AM
Exporting Raw Data
 You can export the raw data for your engagement from our analytics dashboard: Go to Engagements Tab Click on the settings button at the engagement yo...
Thu, 11 Apr, 2019 at 12:53 PM
Tracking and Adding Participants
Tracking Participation: You can add yourself or a client team to receive Participation Status reports on a daily basis. Click on the settings tab of the ...
Thu, 28 Mar, 2019 at 11:52 AM
Checking Participation Status
Exporting a Participation Status sheet Click "Download Participation Status" to generate a spreadsheet of participation status responses for t...
Tue, 19 Nov, 2019 at 2:06 PM
Uploading or Modifying Segmentation (demographics)
Adding Demographics When first populating segmentation or demographics, you can allow either the participant to select their own demographics, through t...
Mon, 14 Dec, 2020 at 6:35 AM