Response & Cohort Management

Response Management

• How to Get Responses: All Methods to Share Your Assessment
• Linking Assessments to Your Website
• Response Settings Explained (Fields, Tabs, Configuration Options)
• Response List Screen Explained
• Set Up Custom Views for Cohort and Response Lists
• Bulk Inviting Respondents Using CSV

See all 7 articles

Cohort Set Up

• Cohorts Overview & Setup
• Cohort Settings Explained (Fields, Tabs, & Configuration Options)
• Managing Cohort Roles

Platform-Initiated Cohorts

• How to Launch Platform-Initiated Cohorts
• Initiating Subsequent Iterations Manually
• Dynamic Cohorts: Add or Remove Existing Responses from a Cohort

External Initiation (Self-Initiated Cohorts)

• Setting Up External Cohort Initiations

Automated Emails

• Email Templates Overview: Individual, Cohort, and 360
• Choosing the Right Email Template
• Email Template Samples for Common Assessment Types
• Viewing and Managing Sent Emails