People Insight

Articles covering the platform and how it works.

The platform step-by-step, tab-by-tab

Identifying the focal point of your survey

An overview of the platform different sections

An overview

An overview of the survey-build wizard

Using our Survey Templates

Employee Engagement template (PEARL)

Diversity and Inclusion template (BELONG)

Employee Well-Being template (THRIVE)

Change Management template (Navigate)

Hybrid Working template

Psychological Safety template

Joiners' template

Survey Structure: Leavers Question Set

Create a survey from scratch

Creating a New Survey

Using the wizard and survey template types

Survey title and live status

Question replacement tags

Survey languages

Protect the privacy and identity of minority respondent groups

Reporting options

Overview Tab - Used for general survey settings such as start and end date

Survey design

Welcome page

Thank you page

Login page (access code)

Login page (password)

Creating email templates in the 'design tab'

Email templates

Design Tab - Apply your logo, colour palette, font, and create email templates 

Launched on Friday 11 October 2024 - We’re excited to introduce our new survey builder.

Structure tab overview

A list of question types and how and when to use them

Question type summary

Add reporting sections to the structure

Use this to add display logic to a group of questions

Add display logic to a reporting section

What a Likert question is, how to use it, add it and edit it to a survey

Add and edit likert questions

Add and edit comment questions

Add and edit survey specific variable questions

Add and edit multiple choice questions

Apply display logic to a question

Use this procedure to add and test display logic on pre-loaded variables

Add display logic to a pre-loaded variable

Allow participants to view multiple questions within one page

Add multiple questions to a page

Structure Tab - Add, remove, and edit questions and question sections

Download translation file

Import translation file

Translations Tab - Translate your survey questions and content

When to choose Line Manager Hierarchy or Organogram

Your organisation’s structure

Setting up your participant file or panel data

Building a panel file

Uploading your participant file or panel data

Uploading a panel file

Managing panel data

Deleting a panel file

Panel Tab - Upload your participant file and set up an organogram 

Distribution access

Sending survey invite and reminder emails

Scheduled email batches

Email re-send

Email history

Completion status

Safe sender information & IT whitelisting

Tips for writing effective emails without a survey link

Sending emails without a survey link

QR code tracking

This article explains how to set up SMS distribution, what you need in your panel file, and what to tell your employees in advance.

Sending surveys via SMS

Distribution Tab - Schedule emails or SMSs to participants or set up a survey link

Creating a results dashboard

Creating a response rate dashboard

Adding and inviting dashboard users (with panel data)

Adding users to a dashboard

Group your users: Decide who goes where and who sees what

Adding users to a dashboard user group

Add custom content to your dashboard to help engage your organisation with the survey results.

Adding custom content to your dashboard

Benchmarks

Dashboard Tab - Create dashboards to view results, add and invite users

Survey checklist

Final check list

peopleinsight.co.uk

Find answers and get help from Intercom Support and Community Experts

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