Account Settings

In the account settings, you are able to set up some default settings for your environment. This facilitates the use of the platform.

IN THIS ARTICLE

1. How to get there
2. Settings
1. Language
2. Sector and audience
3. Date range
4. Date picker: answer date vs interaction date
5. Evolution on the homepage
3. Profile

1. How to get there

At the top right corner of your screen, you will see your user name. If you click on this, it will trigger a dropdown of which account settings is one option.

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2. Settings

Account settings are mainly important to facilitate the set-up of your environment and to customize it to your needs.

2a. Language

If you create a new user, they will automatically get the default language chosen in your account settings. The options are French and English, since these are the two languages in which the platform is available.

Of course, you can still add users in the other platform language by simply changing the language while setting up a user.

2b. Sector and audience

By choosing a default sector (represents what kind of business your company does and what kind of products or services are sold.), audience and channel (represents the way your customer came into contact with your company), these preferences will automatically be filled out when setting up a new touchpoint. Choosing the correct ones is very important to get the most out of your text analysis. Get an overview of all the available sectors and channels.

The sector and audience cannot be changed once the touchpoint set up is finished.

2c. Date range

The default date range has an impact on the date picker in the platform. Each time a user logs in, the default date range will be selected.

In case you choose "no preference", the date picker will remember the last default period available in the date picker the user chose. For example:

• User goes to touchpoint and chooses "current month" in the date picker.
• User changes date range in the date picker to a custom period, e.g. 1/1/2025 - 5/2/2025.
• User opens the platform again the next day and goes to a touchpoint. When opening the date picker, "current month" is selected, since this is the last default period that was chosen in the date picker.

The default periods in the date picker are:

• Current month
• Previous month
• Current quarter
• Previous quarter
• Current year
• Previous year
• Since start

2d. Date picker: answer date vs interaction date

Choose whether the date picker in the platform is based on the answer date or on the interaction date

• If you use the answer date, the date picker is based on the date the participants filled out the survey.
• In case you use the interaction date, the date picker is based on the date the participants had an interaction with your company. This can for example be the date the participant visited the shop, received an e-mail from your company, visited your website etc.

When you want to use the interaction date, there are a few things you need to take into account:

• First of all, ensure that the interaction date is included as metadata in your survey.
  • For ask anywhere touchpoints, you can include this metadata in the URL or use a date picker question to ask when they visited the shop.
  • For e-mail touchpoints, you need to include this information in your upload file or in the API call used to add participants to the platform.
  • For website touchpoints, you can include the metadata in the integration code or make use of the date picker question.

• Next, make sure that you tell our system which metadata key contains the interaction date. Go to Settings > Participant attributes and map the correct metadata key as standard type "Date interaction". Learn all about turning dumb metadata into smart participant attributes here.

  

Good to know:

• If there is no date interaction available for an answer, the answer date will still be used to show this answer in the platform.
• The e-mail stats and team ranking within e-mail touchpoints are always based on the date the e-mail was sent. The setting answer vs. interaction date does not impact this.

2e. Evolution on the homepage

Customize the evolution per touchpoint shown on the homepage.

You can configure a base period and a comparison period.

• Base period: start of the chosen period until today
  • Current month
  • Current quarter: Q1 (January - March), Q2 (April - June), Q3 (July - September), Q4 (October - December)
  • Current semester: Semester 1 (January - June), Semester 2 (July - December)
  • Current year
• Comparison period: depending on the base period, you can choose to which period you compare. The full period is shown so you know what the goal to reach is.
  • Current month
    • Previous month
    • Same month previous year
  • Current quarter
    • Previous quarter
    • Same quarter previous year
  • Current semester
    • Previous semeser
    • Same semester previous year
  • Current year
    • Previous year

Good to know: it is possible to hide the evolution for certain touchpoints directly on the homepage by clicking the eye icon next to the evolution. Be aware that only administrators can change this while this impacts all users. So if an administrator hides the evolution of a certain touchpoint, no one will be able to see it.

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3. Profile

On the profile page, you can see the basic information of your user, and also change the language of the platform.

Change the language to one out of the seven available ones!

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