Overview — Home
The first step is to log in to the tool. You do this through the login page with the user credentials you have chosen. The first page you see is your Home page, from which you can easily navigate your way around Netigate.
Where can I go from here?
Here is an outline of the options available to you on the Home page:
See results or edit a survey
This option shows a list of all ongoing and completed surveys that are available to you.
What you see may vary depending on the type of account you have. This is a setting that is determined when the account is created and is decided by an account administrator.
Create a survey
If you want to create a survey, click on Create a survey and then choose if you want to copy an existing template or design your own. If you want to create it from scratch, click Create a new survey.
Once you have chosen to create a survey, you will be prompted to name it. A search function is available in the tool, so it is recommended that you make the name clear and simple so that it is easy to locate later.
This is a menu for overall account settings. It is intended primarily for account management. For example: to handle existing users and create new ones, change graph colours, adjust email templates, and manage block lists. You can also create new survey folders and set password rules. What you see may vary depending on the type of account you have. Please note that not all of these options are available for “regular” Netigate users, but their administrator.
Lists & Data
On Lists & Data, you have the option to upload a respondent list and link it to your account. You create this list by renaming the list and uploading an excel file. You can then decide what type of data is inserted. This way you can create a list of respondents that you can then reuse for several different surveys, if needed.
Netigate Design Editor
You can create a design template that you wish to use on your surveys. In the design editor, you can simply “point-and-click” to change elements of your survey design. Primarily, you can change simpler graphic elements such as logos, background colours, and images. If you wish, you can also edit the look of the template directly using CSS (Cascading style sheets), but it is not necessary to use CSS to modify a design.
Visit Netigate Success Center
The Netigate Success Center is there to help you find guides, FAQs and inspiration for your surveys. There are a number of articles on how to create questions, sendouts and work with your reports in the analysis part of the tool. You will also be able to find information about training and webinars in the Academy section.
Search and Help
In the top right hand corner of the page, the search functionality allows you to quickly search for surveys.
There is also a help page that includes short videos on the various parts of the tool, an FAQ section, and contact information for our customer service department.
At the bottom of the Home page, you will see a brief summary of activity for your account. This data consists of respondent activity (have you received any new survey responses?), recently saved reports, and account stats (how many surveys and reports were created in total?)