Setup process overview

An overview on how to set up organizational settings such as users, frequency, segments and attributes

1. Appoint administrators

The administrators will be the main point of contact towards the Eletive customer success manager. The administrator will be responsible for keeping the data in the tool updated and manage the setup. Send the first name, last name and emails of the appointed organizational administrators to your contact person at Eletive. Each administrator will receive an email invite.

2. Whitelist Eletive for emails

We recommend that you contact IT to whitelist all emails coming from the domain eletive.com. This way, any problems with emails ending up in the spam folder will be avoided.

3. Create attributes

The attributes are defined as the segment headings or the names of categories. (E.g. group, unit, department, country, birthdate). Add the attributes you want to analyze in the tool.

4. Create segments

Adding segments can be done manually, by “mass edit” or integrations. Usually, segments are created automatically when adding users.

5. Add users/Import users

You can import users into the tool manually, with a bulk import or by integration.

6. Appoint Managers

Managers are users that are given manager access to a segment report. E.g. A HR manager is given manager access to the HR segment report. The HR manager will then be able to see the HR segment report.

7. Select features

Navigate to Settings and Features and activate or deactivate features according to your needs to slimline the user experience.

8. Survey and schedule setup

To activate the collection of data (survey send-out), create or edit an existing schedule.

What happens when we send out a survey for the first time?

  1. All employees will get an email with a link to the survey
  2. After answering the questions, the users will be asked to choose a password (if SSO is not active)
  3. When they have chosen a password, they will be signed in automatically into the app to view their result

9. Go live

Congratulations! You are now ready to go live and view the results in real-time as the answers are collected!