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Knowledge base
General Notes & Navigation - TM
FAQ
6
I've forgotten my password
What is basic HTML?
Glossary of terms
How the platform processes incoming CSV files
Data Subject Requests
View all 6
Getting Started
4
Campaign best practices
Can I upload contacts?
Do I need to download anything?
What's the best browser to use?
Updates
1
Scheduled Maintenance
Campaign Manager
General
14
Navigating the Campaign Manager
Flood Protection
How long a survey remains Open & Closing a campaign
Security Setting - TTL
The Other Setting
View all 14
Campaign Designer
Surveys
18
Configure True/False
Setting the survey logo
Configure the Slider Question
Configure the Feedback Question
Configure Select Question
View all 18
Sending
5
Send Via Email
Send via SMS
Nudging (Reminder)
Agent Sender
Can I send myself (or someone else) a preview or test survey?
Survey Types
1
What is Net Promoter Score?
Contact Manager
General
12
Uploading Contacts
Retention period of Personal Identifiable Information (PII)
Strange numbers e+11 in Excel
Contact Manager Overview
Using Quick Add
View all 12
Action Manager
Action Manager
1
Action Manager
Insights Manager
General
17
Creating an Insights Report
Saving a report
Load a saved Report
Sharing an Insight Report
The Average Value
View all 17
Exporting
General
2
How to Export Data
Setting Up a Custom Export Scheme
Survey Routing
General
1
Routing - Required Answers & Showing/Hiding Questions
Survey Outcomes
General
1
Creating an Outcome
Account Management
Creating Sub Accounts
7
Creating a CSR (Customer Service Representative) Account
Creating an Analyst User
Email bridge access - security
Create a User Sub Account (for a Platform Accounts Only)
Creating/Editing/Updating/Deleting a Shadow User
View all 7
General
3
Types of users
Forgot password procedure
IP Fence Security
API
General
5
SMS didn't arrive
Including special characters in SMS text
Custom Contact Variables
Using the Email Bridge
What's an API?