This article will review all of the basic functions you will need to know in order to navigate the platform.
Here is a brief video, and below are the written instructions.
Understanding the top navigation bar
Upon logging into your account at live.entromy.com, you'll see a navigation bar in the top-right hand corner, which will stay visible as you move about the Entromy platform:
Manage - In the "Manage" section, you can easily access participation rates for active surveys and handle user inquiries. It serves as your central hub for survey administration, allowing you to preview and deploy survey launch and reminder emails with ease.
Reports - Access a range of comprehensive reports within the Entromy platform through the "Reports" tab. This serves as your starting point for exploring the various insightful reports available.
Review - In the "Review" section, you can find all the responses to open-ended questions, known as Statements. You have the flexibility to export these reports based on different filter options, enabling in-depth analysis and exploration.
Configure - Manage surveys, users, groups, and more in the "Configure" tab. This is where you can make changes or additions to your survey setup and configuration, ensuring it aligns with your evolving needs.
Help - Instantly access our Help desk with a direct link provided in the "Help" section. Explore a wide range of articles and resources designed to assist you in navigating the platform effortlessly. Get the support you need to maximize your experience with Entromy.
How to Check Participation
To check participation, go to the Manage tab and you will see the current overall participation rate for any live surveys.
To see further details on and export participation, please see this article.
How to Send Reminders
Please note that all reminders are sent manually, so you can have the freedom to choose when the reminders are sent. Reminders are only sent to users who have not yet responded to at least one question.
For instructions on how to send a reminder, please see this article.
How to Make Simple Changes to Your Survey
To get to the Survey Wizard, go to Configure>Surveys, this is where all your surveys live. Click on the survey you wish to edit. You will see a menu on the left side with different tabs to edit various pieces of the survey (such a Basics, which includes Survey Name and Closing Date, Questions, Communications, and more).
To make changes to specific questions, please see this article.
How to Add a User to a Live Survey
There are times when you may need to ad additional users to a survey after the survey has already launched. In order to do that, please see this article.
How to Pull Your Survey Results Report
To pull a report on your survey results, go to Reports>Discussion Materials. Feel free to change any filters that are relevant for what you're looking for. A preview will appear in the center of the page. You have the option to either download the report in a fully comprehensive PowerPoint report, or you can download the raw data in an Excel file.
For the PowerPoint report, you have two options: a brief summary/overview of the results, in which case you'll click on the green "PPT" button and select "PPT (Summary)" button, or, if you'd like to have all the data and heatmaps, click on the green "PPT" button and select "PPT (Summary + Appendix)" option. You will then receive an email within several minutes with a link to the downloadable report.
For the Excel raw data, click on the green XLS button. The file will automatically download.
Here is a helpful article which discusses how Entromy scores are calculated.
How to Review Statements
To review responses that have been submitted on all open-ended questions in your survey, click on the Review tab at the top of the screen. You may choose to select filters if you're looking to review only certain statements. To easily export the statements, click the green "Export" button. The file will automatically download a raw Excel file of all statements along with the scoring.
Here is a helpful article that defines what the different terms in the Review page refer to.
There is much more to explore in the Entromy platform, so always feel free to explore our library of help articles for additional information!