Technical Help with your Hello Insight Platform

Get information about setting up your account, including explanations of how to set up programs, sites, and groups. Learn how to manage access to the Hello Insight platform, and set…

15 articles in this collection
Written by Hello Insight Member Success and Angelica Carrillo

Software and Hardware Requirements

Learn what you'll need to use Hello Insight.

Written by Hello Insight Member Success
Updated over a week ago

Survey Administration Tips and Tricks

We've listed some helpful things to keep in mind as you administer surveys.

Written by Hello Insight Member Success
Updated over a week ago

Account Set Up

Setting up your Hello Insight Account

For those with the Organization Leader role, you may follow this process to set up your Hello Insight account.

Written by Hello Insight Member Success
Updated over a week ago

Adding your First Program, Sites, or Groups

Organization Leaders (OLs) can create new Programs, Sites, and Groups right in your dashboard

Written by Angelica Carrillo
Updated over a week ago

Adding a New Program

If you have more than one Program or started a new Program cycle this article explains how to add a Progam to your Dashboard.

Written by Angelica Carrillo
Updated over a week ago

Adding a New Site

If you need to add a new Site for a program, follow these steps

Written by Angelica Carrillo
Updated over a week ago

Adding a New Group

Groups can be added and edited at any time, even after survey administration has begun

Written by Angelica Carrillo
Updated over a week ago

Editing an Existing Program

If any changes need to be made at the programmatic level, this article can help.

Written by Angelica Carrillo
Updated over a week ago

Editing an Existing Group

If any changes need to be made at the group level, this article can help.

Written by Angelica Carrillo
Updated over a week ago

Editing an Existing Site

If you need to make any changes to Sites, please reach out to the member success team.

Written by Angelica Carrillo
Updated over a week ago

Organization Leaders and Program Leaders

Learn what capabilities Organization Leaders and Program Leaders have in Hello Insight

Written by Angelica Carrillo
Updated over a week ago

How to Add or Change a Program Leader

If someone in your Organization needs limited access, read how to obtain it here.

Written by Angelica Carrillo
Updated over a week ago

How to Add or Change an Organization Leader

If someone needs to have top level access for your Organization, read how to obtain it here.

Written by Angelica Carrillo
Updated over a week ago

Response List

What Responses are Excluded from Reports?

This article will help you understand which responses are flagged and not included in reports.

Written by Hello Insight Member Success
Updated over a week ago

How Do I Know Who Has Submitted Surveys?

Using the “Track Responses” feature when administering surveys.

Written by Angelica Carrillo
Updated over a week ago