Manage Your Respondents

Back to Help Articles

Click the Respondents menu from the primary menu section and the respondents list page will open, as shown in Figure 1 below.

Figure 1: Individual Insight Respondents List Page Screen
Figure 1: Individual Insight Respondents List Page Screen

Settings

The respondent settings is initially done at the time of Insight setting. You can refer to the 'Configure Your Insight Settings' article for more information.

Add Respondents

Click the Respondent (dropmenu) button, as shown in Figure 1 above and the dropdown menu with the values Add Respondent or Import Respondents will appear, as shown in Figure 2 below. Select an option based on your requirement.

Figure 2: Individual Insight Add Respondents Dropmenu Selection Screen
Figure 2: Individual Insight Add Respondents Dropmenu Selection Screen

The add respondent page will open, if you select the Add Respondent option from the dropmenu, as shown in Figure 3 below.

Figure 3: Individual Insight Add Respondents Screen
Figure 3: Individual Insight Add Respondents Screen

You can enter the below details and click the Submit button to save the respondent, as shown in Figure 3 above. The details that need to be filled in are:

  • Name (textbox - Mandatory): Name of the Respondent
  • Email (textbox - Mandatory): Email ID of the Respondent
  • Business Unit (dropdown menu - Optional): Select one option
  • Description (text area - Optional): Description of the Respondent

To view the responses of a respondent, click the View icon associated with an individual respondent row, as shown in Figure 2 above and the list of responses submitted page will open, as shown in Figure 4 below.

Figure 4: Individual Insight Respondents View List Screen
Figure 4: Individual Insight Respondents View List Screen

Click the View icon associated with an individual program row, as shown in Figure 4 above and the details responses submitted for each question will open, as shown in Figure 5 below.

Figure 5: Individual Insight Respondents Response Detail Screen
Figure 5: Individual Insight Respondents Response Detail Screen

You can also see the details responses submitted each question from the Program Dashboard by clicking the View icon associated with the individual program row.

Back to Help Articles