instant insight help and resources

This page is a support resource for instant insight users. 

Use the videos and guides below as a refresher when you need help with a specific task, or want to check you’re setting things up correctly.

How do I…?

The most common tasks in instant insight are outlined below. Each section includes a short video and a downloadable guide so you can quickly find what you need.

Build a survey

Create or edit a survey by choosing question types, adding logic, and setting up comment follow-ups.

Useful if you haven’t built a survey for a while or want to check best practice.

Build a schedule

Set how and when your survey is sent, including email wording, reminders, and automatic responses.

Useful when setting up a new survey or changing how an existing one is sent.

Upload recipients

Add recipients to a schedule and send your survey.