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Video Tutorials

On this page we have compiled several video tutorials and hints on how to use our survey tool.

Start page

You will arrive on the Start Page after logging in to your Netigate account. On this page, you will find the main navigation bar, alongside a list of your last edited surveys, activity calendar, and inspiration, among other things.



You can easily access Edit, Distribution or the Report of the surveys on the Start Page.

All Surveys

In this menu, you will be given a quick overview of all ongoing and completed surveys that you have access to. You have several options that affect all of your surveys. For example, you can filter your surveys and show only active, upcoming, ongoing or completed surveys.



Respondent lists

Respondent lists are a great way of adding respondents to your survey sendout. These lists typically contain email addresses or phone numbers, as well as any other information that will help you to create accurate reports with various filters and breakdowns.



Using an Excel file either made by you, or exported from your CRM- or HR-system, it will only take you seconds to add respondents to your sendout.

Create a new survey

Netigate is a Do-it-yourself tool, so the most important thing to learn is how to create a survey.



in your right corner, you will find the button Create a survey. By pressing this button, you will get the option to create a blank survey, make a copy of one of your existing surveys, or use one of the multiple Netigate templates in the Question Bank developed by Netigate experts.

Distribution

When you are done with the creation of your survey, the natural step is to publish the survey in order to collect answers.



The Distribution page is where you can create new sendouts and links for your survey to distribute to your respondents. You can also see and edit existing sendouts from this menu.

Background data

This is known information about your respondents, but it is hidden so that your respondent will not see it.



Background data can both be used as a filter on the results in your report, or to personalise your survey questions or sendout. You need to add this information in a Respondent List.

Email sendouts

Email sendout is recommended to used when you have a set list of respondents that you want to reach. It is easy to set up and perfect for sending automatic reminders to respondents who have not yet answered the survey.



You create an email sendout from the distribution page of your survey.

General survey link

General links are a good option for scenarios where you do not necessarily have the contact details for your target respondents.



A general link to the survey can be published in an environment where your intended audience can be reached e.g. embedded on your website or posted on your social media accounts.

Login lists

If, for some reason, you do not have access to the respondents’ individual e-mail addresses or mobile phone numbers, a Login List will give your responses an element of traceability. The Login List will provide a username, password and survey ID that will allow respondents to respond to the survey.



You will also be provided with individual links for each of the respondents should you need to input data into the survey e.g. adding results from a paper survey.

Website survey

A website survey allows you to gather feedback directly from website visitors, via an easy-to-implement javascript widget.

Two-way SMS

Two way SMS can be compared with having a SMS conversation with your respondents. You send them a SMS with a question that they can reply to via SMS.



You need to have your respondents phone number to reach them by phone- It is easy to set up and perfect for sending automatic reminders to people who have not yet answered the survey.

Report

The report is where you can view the results of your survey. It displays all incoming answers in real time and you can follow the results as they are registered.



Generate multiple report versions

Generate report from series can save you a lot of time when doing reports. You can create multiple reports in just a few clicks based on the series in your current report version. Each report will only contain the data for the specific series.