Need help? Looking for tips and tricks?

This knowledge base contains loads of useful advice and answers to common questions.

If you're still stuck you can always submit a support request and we'll get back to you ASAP.

Consultation Dashboard - what is this?

Support -

The Consultation Dashboard is the administrative landing page for your consultations. Each consultation has its own dashboard. This article breaks down the 'anatomy' of the Consultation Dashboard to help you understand the component parts.

 

A. Publishing Summary

This shows the top-line information about your consultation.

The dashboard looks like this:

1. Edit Consultation Details: the basic information about your consultation such as the overview, audience, interests, owner, contact information etc.

2. Survey type: the type of consultation you have chosen to use. You can edit the details by clicking this link. Our example above shows an Online Survey.

3. Set up response publishing: customers can manage how consultation responses are published. You must request this free feature to be enabled. Find out more about how to manage the publishing of responses.

4. Manage Theme: manage the theme/look of your consultation by adding logos or wallpaper. This link will take you to the 'Manage Theme' area.

5. Preview Consultation: click here to see your consultation in the Open state that the public would view it in.

6. Consultation Status: this line tells you whether your consultation is 'Published' or 'Unpublished' and whether it is 'Forthcoming', 'Open' or 'Closed'. 

7. Relevant dates: this area will also show how many days until your consultation Opens or Closes, and, if it's 'Closed', how many days it has been in this state.

8. Unavailable messages: unpublished consultations are not visible to the public and this section allows you to set the message that will display should a member of the public try to access your consultation before it is Open.

9. Publish / Retract button: this button will say 'Can’t Publish', if your consultation is missing vital details; 'Publish' if it is ready to be published or 'Retract', if your consultation has already been published. 

10. Share Preview Link: this link allows you to share an anonymous preview link with a non-admin prior to publishing the survey.

11. Print Survey: this link displays your survey in a printable format. See more about printing surveys here.

12. Clone this Consultation: this button allows you to clone your current survey. Read more about cloning consultations.

13. Delete this Consultation: if your consultation has been retracted and you are sure you want to delete it, click this link. However, please note that deleting a consultation is permanent.
 

 

 B. Responses to this Consultation

This section holds all of the information about the responses to your consultation.

 

  1. The number of completed responses: complete responses that have been fully completed and submitted by respondents.
  2. Responses Organised by Question: use this area when you want to look at responses by question and to filter and group responses to see data correlations.
  3. Request summary report: click this link for a summary of your responses. You will see a message to return in 10 minutes for your results. After that time a link to a PDF will appear for you to download. Note that this is a beta feature and has some known issues.
  4. Responses Organised by Respondent: to see and download all of your respondents' submissions individually.
  5. Add a response manually: if you have paper responses to your consultation, you can enter them here.
  6. Download all responses: this link will download an .xlsx file of all of your responses so that you may carry out further analysis using Excel or another software package.
  7. Download all responses including analyst fields: as above, this will give you an .xlsx file of all responses including the analyst fields you have input.
  8. Removed responses: you can view and manage all the responses you have removed from the consultation.

 

C. Analyse and tag responses

This headline shows how many questions have been analysed to date.

  1. Analyse Responses: this area is used by your analysts to review, tag and interpret each response.
  2. Manage Analysts: use this link to assign Analysts to your consultation.

 

D. Moderate responses

You must have response publishing enabled to view this feature. If you are interested in using this free feature, please speak with your account manager. 

Detailed instructions on this section can be found in our article on how to moderate responses.

 

E. Publish responses

Detailed instructions on this section can be found in our article on how to manage published responses and how to edit the public responses page.

 

F. Mailing List

This section is used to enable end users to sign up to alerts about your consultation.

 

G. Outcomes

You can use this section to publish the results of your consultation for stakeholders and respondents.

  1. Publish Results: here you can upload reports of your findings, and link to results published on other websites.
  2. We Asked, You Said, We Did: this section provides a basic summary of what your consultation was about and what happened as a result of it. This information is published after your consultation has closed.

 

H. Featured Consultation

You may set one of your consultations as a Featured Consultation so that it appears on your Consultation Hub above the list of your consultations.
 
 
Powered by Zendesk