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Tutorials for using the New Customer Platform and Insights products including step-by-step guides, glossaries and more.


New glossary of terms

Understand the terminology used on New Customer Platform and the key functions available. Explains the differences between "Users" and "Learners".

Experiences

Creating a new experience

Step-by-step guide for the initial set up of experiences with workshops, including Insights Discovery Workshop, Discovering Leadership Effectiveness, Self-Aware Leader, Insights Discovery Full Circle and Insights Explore.

Experiences

Planning and managing an Insights Discovery Workshop experience

An overview guide for setting up our most popular experience type, including how to reuse existing Insights Discovery Personal Profiles.

Experiences

Understanding and assigning chapters for Insights Discovery Personal Profiles

A brief overview of Insights Discovery profile chapter contents contents, who they’re best for and how they can benefit your learners.

Experiences

Planning and managing an Insights Explore experience

Learn how budgeting and automatic profile delivery works, how that effects learner statuses, what's recorded in your transaction history and more.

Experiences

Planning and managing an Insights Discovery Full Circle experience

Learn how learners and contributors work, relate to each other and how statuses and evaluators differ from other experience types.

Experiences

Planning and managing Self-Aware Leader and Discovering Leadership Effectiveness experiences

How to manage and invite learners to experiences that produce Insights Discovery Transformational Leadership profiles.

Experiences

Setting evaluator reminders in experiences

Learn how to set an automated reminder to be sent to all learners who haven't completed their evaluators yet.

Experiences

How to bulk upload learners in experiences

A short guide on the new bulk upload option within experiences and how to prepare a file for upload.

Experiences

Purchasing, downloading and sharing profiles in experiences

How to produce profiles now that your experience contains learners with completed evaluators – everything from purchasing and generating to downloading and sharing.

Insights Online

Purchasing profiles through evaluator links, teams and learner detail

How to navigate and purchase different profile types through the shared checkout process used by evaluator links, teams and learner detail pages.

Creating and managing learners in evaluator links

How to create and manage new evaluator links.

Organisations

Transferring units between users (admins)

An overview of how to move units between users, from your account or someone else’s.

Learners & Teams

Finding existing learners and teams and creating new teams

How to group learners into a new team and find teams that already exist, some of which may have been migrated from the old system.

Learners & Teams

Downloading and sharing profiles in learners & teams

How to bulk download or share latest Insights Discovery Personal Profiles from a team and other downloading and sharing options.

Learners & Teams

Generating and downloading team wheels

How to generate team wheels, as part of an experience or through a team.