MANAGE SITE

Launching a Site

Everyone can launch a consulting site by entering Insights.US. You can register through a social network or by entering your email. Then, you will name your first project, define who can take part, and launch:

What’s Needed to Launch a Site:

Your details: We need your name and email address to send you updates about the site and its various projects. No need to worry - we will never share your details with anyone.

Project name: Your first consulting project will be created with your site. We recommend setting a short name (3-4 words) that reflect the outcome you want to achieve (higher revenues, lower churn rate, better satisfaction, etc.)

Project access: If your project is open to everyone, then everyone will see it after you launch. If the project is closed to members only, you’ll have to invite the participants.

Organization type: By telling us which kind of organization you represent (government, business, city, nonprofit or a community), we can offer you tailored fields & questions for you to ask your crowds. You can also skip this option.

Organization name & your title: Since you launch a site for a specific organization, its name will appear on all emails, text messages, and updates sent. You can always change the name at a later stage.

After you launch a site, you will be asked to draft your first consulting question, as defined in the “Planning Your Project” section. If you’ve registered through a social network and we don’t yet have your email address, we will ask for it when you first login.

Site Admin Interfaces

Your site has two interfaces. The user interface is what your stakeholders will see when they log in. You can explore the same interface, even though your privileges will enable you to do things ordinary participants cannot (such as edit texts or upload pictures for users). The admin interfaces will be presented to admins only, and other participants will not have access. Each site has a site management interface and a separate interface to manage each of the projects.

Navigating between interfaces: you can change your interface by hovering over the toggle in the top right side of your site, and then selecting “admin interface” or “user interface.” If you are the site admin or operator, you’ll see the admin menus on the top bar once you move to the admin interface. You can enter the project admin directly from the project page (if you move to the admin interfaces when you are in the project page) or by selecting a project in the “overview” section of the site admin.

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Projects on Site

Site admins can manage all projects from the “overview” page in the admin interface:

Featured projects: Projects you see on the top of the overview page are those that participants will see when they enter the site homepage. You can hide or show some of the projects by clicking on the star in the project tables at the bottom of the page. If a featured project is closed for members only, then only the registered members will be able to see it. By default, every new project is featured in the site homepage once it is launched. All archived projects will not be featured.

Projects table: You can see all projects, except for the deleted ones, in the project table at the bottom of the overview page. In the table, you can add a star to feature the project in the homepage, close it for members only, delete it, or archive it via the settings icon on the left side of each row.

Filtering Projects: you can decide which projects you would like presented in the projects table. “Active projects” are projects in stages “Ask,” “Analyze,” and “Decide” (drafted, completed, archived, suspended, and deleted projects will not be shown).

Note: site admins have full privileges within all of the projects. Once a site admin enters a project, s/he will automatically be defined as a participant, even if the project is closed for members only. If site admins enter the project admin interface, they will automatically be defined as project admins.

Questions & Answers

Why should I define the organization type when opening new sites?

We ask you to define a type in order to tailor the site specifically for you. For example, once you launch a project, we will offer you consulting questions that fit your organization type. Our experience shows that the best consulting questions for businesses (which reach out to their clients) are different from the ones we should offer to government agencies (which reach out to experts and citizens).

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Can I launch a website as an individual, with no associated organization?

Technically yes, but we would not recommend doing so. The website was designed to enable executives to make better decisions with the advice of their stakeholders. It was not intended for individuals to make decisions on their own.

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How is my site domain (URL) defined?

Your site domain, which depends on the current available domains, is based on your organization name. However, you can easily change your domain through the “Site Settings” interface.

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I’ve created a site using my email address, but I didn’t receive any email. Why not?

Once you create a site, you should receive an invitation to log in. Please follow these steps if you haven’t received it:

Double check: It might be that our email was blocked due to your corporate security policies or your spam filtering. Please check your relevant folders or talk with your IT helpdesk. We recommend that you include our domain (@consultationzone.com) in your whitelist and label our emails as safe to prevent such incidents in the future.

Verify your email address: If you are still logged in, please click on your profile picture at the top right side of the site, then click to enter your profile page. Make sure your email address is correct, and edit it if necessary.

Try again: After you’ve verified that your email address is correct, we recommend opening a new hidden browser (Ctrl+Shift+N in Chrome browsers or Ctrl+Shift+P in Explorer browsers) to try to log in to your site. You should receive a new email asking you to complete your registration, once you enter your email address.

Contact us: If these steps didn’t resolve the issue, please send an email to our support desk (support@insights.us).

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Access & Privileges

You can define who will have access to your site and its projects, and also assign site admins or site operators to users. Once you create your site, it will be defined as “Open For All.” The site creator will become its first admin.

Changing Site Access

One site can host several projects. Limiting access to your site will affect these projects. If the site is closed for members only, project admins will not be able to invite other users. The site itself has three different levels of access:

Open for all

All participants can enter the site without subscribing. This is the only option available in our free version, and it is the default once you create a site.

Members only

You need to invite participants to your site in order for them to get access. All visitors will be redirected to a login page, and only registered email addresses will be allowed to login.

Require registration

The site will be open to everyone, but in order to get in, users will need to register. Unregistered guests will not be allowed onto the site, but all email addresses that users provided will be recorded.

SITE ROLES

There are three different roles on your site: site admins, site operators, and the organization’s decision-maker. You can appoint users to these roles via the settings page on your site’s admin interface:

Site admins: Site admins have full privileges to change anything on their site. They can appoint site admins, change texts and design, launch and delete projects, import and export lists of users, close the site, or send emails to participants. This is the position of highest privilege. The site creator will be its first admin.

Site operators: Site operators can launch new projects and have some admin privileges. Some of these privileges include viewing and changing user lists, inviting new users, and sending updates to all participants.

Organization’s decision-maker: The organization’s decision-maker will be introduced on the site homepage and in various invitations sent to participants. This is a symbolic role; if the decision-maker is not defined as a site admin, s/he will have no privileges.

Managing Your Site

Assigning roles: To appoint site admins, operators, and decision-makers, enter the site admin interface, select “Site Settings” at the top bar, and select users to roles. Here, you can also revoke admin privileges from users by deleting their profile cards. You will not be able to revoke admin privileges from the user who created the site.

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Changing access to site: To change site access, enter the site admin interface, select the “Site Settings” menu, and pick one of the three options: open for all, closed for members only, or required registration. To change access to projects, enter the admin interface of the relevant project.

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Questions & Answers

If the site is closed for members only, how can I invite participants to my project?

Only site admins and site operators can invite participants to private sites. You need to get in touch with your site admins and get appointed. After you are appointed, you will be able to invite participants from the “community” page in your site admin interface (see the top bar menu) or the “groups” page in your project admin interface (see the left sidebar after you enter your project admin interface).

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Can users invite other users?

If the site is closed for members only, users cannot invite other users. If the site is open for all or it requires registration, users will be able to do so by using a widget that will be presented to them. Once they add an email address, an invitation will be sent to that address.

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I appointed a new site admin. What happens now?

After you’ve added the new admin’s email address, s/he will receive an email invitation with updates on the appointment and an introduction to the various options available for admins. Once s/he logins into the site again, the new admin will be able to approve terms and conditions and will be allowed to enter the admin interfaces.

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How did Google find my information?

When sites and projects are open to everyone, search engines and other websites (like Google and Facebook) get access to the site contents. If sites and projects are closed for members only or require registration, the contents will not be open. Note: in this case, you can share links over social networks, but the snippet that will be attached to the link (by Facebook or Twitter) will be partial and limited.

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Managing Your Community

Your community is the most valuable asset you have. It is the core of all knowledge you collect and the pillar of partnership for every change you lead. Your community enables you to understand what works - and deliver it. To enter the community page of your site, enter the admin interface and select “Community” on the top bar. Within the page, you can see all of your community members.

How To Expand Your Community

There is no one way to expand your community, but several. Each of the following methods is also relevant for single projects, although you don’t have to focus on specific projects to attract members. Here are a few things to consider:

Launching high profile projects: You do not manage a community for the sake of managing a community. Rather, you do so to help promote the greater good of the community. Leveraging community wisdom to make better decisions about shared resources will make your community more attractive for everyone. People will start looking for you!

Uploading lists of users: You can reach out to potential members and invite them to your community by uploading their names and email addresses to the site. Then, you can ask us to send them an email to connect them with all current projects.

Sharing in social networks: You can share the site URL address on Facebook and Twitter and invite participants to take part in relevant projects. You can also target your audience through maximum outreach and minimum costs by sponsoring relevant posts.

Promoting on your website: You can show a “pop-up” invitation to all users entering your homepage, integrate (in various places) invitation banners with a direct link, or publish contents from your consulting projects, with a link to the project itself.

Initiating a PR campaign: The very existence of a consulting site might interest local and national media. You can share news about decisions you’ve made following the advice you received and include quotes of individuals who’ve made an impact.

In the section “Inviting Participants,” you can explore all channels through which you can invite users to projects.

Taking Specific Action

Inviting a member: You can enter a member’s name, description, phone number, or email address to invite him/her to your site. You can also decide if you want the site to send an email invitation.

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Changing personal details: Site admins and site operators can change all members’ details via the user table in the community page. Hovering over one of the fields will show a pencil icon. After clicking on the icon, you will be able to edit the field.

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Deleting members: You can select one or more users and delete them from the site by clicking on “Delete.” If the site is closed for members only, the user will not be able to login in the future. If the site is open for all, the user can register again with a different email address. Note: deleting a user does not delete the user’s answers, support, and comments! They will remain on the site, but the user’s name will become anonymous.

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Get in touch with us if you want to perform some of the site’s advanced features: importing and exporting Excel files, sending email updates to specific groups in your community, or updating certain fields to signify specific user participation for various actions. These advanced features require a paid subscription.

Questions & Answers

How can members join the site community?

In sites open for all, members can join the community either after one of the site participants registered them (even if they didn’t receive an invitation), or after they entered the site independently and have taken action (even if they haven’t registered). In sites closed for members only, only site admins and operators can get members to join the community.

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What happens with answers of deleted users?

Since these answers may help to create insights, we do not delete them when the user is deleted. When you delete a user, the contents s/he created (insights, highlights, answers, support, and comments) remain published, unless you delete them, as well. However, all of this content will be presented as given by anonymous users, instead of the users you deleted.

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How can you invite all site members to a new project?

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Get in touch with us via support@insights.us and we will send them all an invitation to the new project.

Will any member I add to my site get an email invitation?

It’s your choice. When you add a new member, you can decide by clicking a checkbox if you want to send an email invitation or not. If you uncheck this option, an email will not be sent, but the member will be able to login with his/her email address. You’ll have to update the new member on the site address.

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Can I send an email to one member only?

Not with this site. The Insights.US platform was designed to help you communicate with a community (“one to many”). However, if a participant added an answer in a project and other participants (including site admins) commented on the answer, the participant should receive an email updating him/her about the new comment.

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Site Settings

You can change some site settings in the site admin interface, under the “Site Settings” page.

Site name, organization details, and sender information: The site name is published on the site itself, on search engines, and in every email sent to members. You can also change your organization name and your organization website (both appear in the footer of every page and in every email sent to members). All emails sent from the site will be sent from a specific email address, but you can change the name that users will see when they receive the emails.

Site domain: If you have your own domain, and your subscription allows you to change the site domain, you can easily change it. You can create an “A Record” in your domain registrar that will redirect the new address (yoursay.YourDomain.com) to our servers (23.102.153.48). We will check if the record was set appropriately before changing your site URL.

Site image & Logo: Under the settings page, you can change the site background image and the site logo, which will be integrated in every email you send. The site background image should be 720px height X 1280px width. Logo should be 50px height X up to 300px width. You can also match the colors of some elements to your brand.

Welcome text: You can replace the welcome text that appears on your site homepage (on the left side). This text is also integrated in the email invitations sent to users.

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