In this onboarding session, we'll walk you through how the range of tools and features you'll have access to on Shout.

Surveys & Quizzes

• Tour of the builder and essential features
• Customisation and branding options
• Distribution channels

Data Analysis

• Managing reports
• Filters & crosstabs
• Sharing reports and exporting data

Contact Management

• Importing and grouping contacts
• Segmenting contacts
• Overview of contact profiles
• Cleaning your contact list

Email invitations

• Setting up invitation campaigns
• Tracking survey responses
• Accessing invitation campaign reports

Teams & Collaboration

• Creating a Shout Team
• Collaborating with your Shout Team
• Managing team users (Admins)

Compliance features

• Separate Personally Identifiable Information from response data
• Tracking the lawful basis for processing contact data
• Collecting and recording explicit consent in forms

If there are any specifics you'd like to be covered in the onboarding (or you have any questions at all), get in touch with us at help@shout.com.