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Welcome to VizualSurvey

Thanks for choosing VizualSurvey, our goal is to make the tedious process of creating an awesome dashboard in Tableau using survey data a breeze. We are constantly innovating and trying to improve our software so please use the feedback button to let us know what pain points you have so we can try to think of a way to improve the software to make your life easier. Most of our new updates come from our clients making suggestions so please share your ideas! Below is an overview of the main parts of the home page so you can get going. Once you get a high-level view of the software move to the Create Workflow and Upload data step to create your first workflow. The Knowledge Base articles are meant to be used in sequential order to help you through the entire process. For the first project go through each article in order.

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Workflows

Each project in VizualSurvey uses a workflow. You use one workflow for each survey you are creating a dashboard for. All your workflows will be listed here so that you can always come back and update them or use them as a reference. We recommend never deleting a completed workflow because once it is deleted you can not get it back so any small updates you may need to do in the future will result in doing the entire project over. If you ever want to test something out or are worried about breaking something when re-uploading a file we recommend duplicating the workflow first to have a copy just in case something goes wrong.

Survey#

This unique survey number will be used later on when you export your data to use the Tableau templates.

Responses

The number of distinct respondents that you have imported.

Export Data

This is the same as the Export Template Data button which you will learn about in another section. This exports your data to the database so you can connect it to our dashboards.

Duplicate Survey

Use this button to keep a copy of any important workflows you are experimenting with.

Delete

This will delete the entire workflow. Be careful once you delete it you can not get it back!

My Surveys Toggle

You can toggle this on or off if you want to see the workflows of other users under your corporate account.

Knowledge Base

Instant Answers Icon

On the button left side of the app, you will find a help icon that you can use to find answers to your question or contact us with questions.

Full Knowledge Base

On the left side of the main menu, you will find the button for the main Knowledge Base which will teach you how to use the software. Follow the steps on the knowledge base to get going and use it whenever you have any questions. 

Users

Depending on the members you have you could have multiple users under your company's account. The admin for the company will set up all users on the user screen. Enter all the user's information and the software will email the user with login information to access VizualSurvey. If you ever need to edit or resend the user their password you can also do it on this screen.

Support

If you can not find an answer to your question by using the Knowledge Base then submit a support ticket.

Next Steps

Now that you have an overview of the software continue to the Create Workflow and Upload Data section to get your first workflow built. Here you will learn what's the best format to upload the data and Step 1 of the process.