The Skeepers Feedback Management platform offers a collaborative workspace shared among all users of the same account. To fully benefit from it, rigorous organization is essential.
A well-structured account ensures that each user can quickly access the information relevant to them, avoid duplicates, and reduce the risk of errors in configurations. By adopting a clear organization, you promote better communication between teams and optimal use of the platform's features.
In this article, we share recommendations for efficiently organizing the contents of your account and optimizing load times. The goal is to maintain a structured space that facilitates collaboration among users and ensures a smooth experience for all collaborators.
Glossary
A Skeepers Feedback Management account is the dedicated space for your organization on the Feedback Management platform. There are three types of accounts :
- A standard account is a classic account dedicated to a company/entity, with no interaction with another Skeepers Feedback Management account.
- A parent account is a "super account" that governs multiple child accounts. This type of account is common for large international groups that want easy access to the content of their national entities, subsidiaries, or own brands.
- A child account is a standard account attached to a parent account.
User or recipient rights refer to privileges granted to a user or a recipient. Depending on whether the option is checked or unchecked, the user will have access to a specific feature. Only administrators can influence user rights.
A user is an individual access to your organization's Skeepers account on the Feedback Management platform. It is possible to assign a certain number of rights and roles to a user.
A recipient is an individual access limited to certain shared elements. The elements shared with recipients (especially dashboards) are initiated by a user or an administrator. Technically, a recipient is a user with extremely restricted rights, limited to read-only access without the ability to make modifications in the platform.
An administrator (also known as the account operations manager) is a "super user" who holds admin access to your organization's Skeepers account on the Feedback Management platform. They are usually designated at the beginning of the partnership with Skeepers. Subsequently, they manage the creation and management of Skeepers Feedback Management accesses on your organization's account. They hold this right :
A label is a manually added term, represented as "#label", used to identify and classify a campaign, deployment, or analysis element in their respective lists. It helps efficiently organize the various elements created on the account for better search and filtering using descriptive keywords (creator, subject, target, etc.).
General recommendations
Here are important recommendations for managing your account effectively.
- Identify the creators or owners of each resource in the account
- Optimize your space with easy access to the most used resources
- Organize your account with clear delimitations by creator, theme, and/or format to optimize keyword search
- Archive or delete unnecessary, redundant, or obsolete elements
In accordance with current regulations, feedback is stored by default on your account for a maximum duration of 2 years (771 days to be exact).
It is therefore essential to perform regular exports of feedback from your campaigns to save them in the secure environment of your choice.
To do this, it is necessary to create a raw data visualization for each campaign (how to do it). You then have the option to export it manually, automatically via email, or automatically to an FTP repository.
If you would like to learn more about our data retention policy, please consult the article How does Skeepers Feedback Management manage data retention ?
Homepage organization
- Unpin dashboards from the homepage that are no longer relevant (how to do it)
Account access organization
This section is dedicated to account administrators.
- Identify the local administrator (also called the operations manager) of your account and keep Skeepers informed of any changes
- Designate a second administrator to cover the absence of the primary administrator and grant them the necessary rights (how to do it)
- If the current administrator is about to leave your organization, designate a new administrator and grant them the necessary rights (how to do it, details of rights)
- Ensure that all users + recipients have the appropriate rights for their daily use (how to do it, details of rights)
- Delete users who are no longer active on the account or who have left the organization (how to do it)
- Delete recipients who are no longer active on the account or who have left the organization (how to do it)
- Delete inactive, obsolete, or decommissioned API users
Tracking organization
- Ensure not to create duplicate attributes on the same subject
- Use the attribute description to detail its usage
- Identify one or more collaborators who will be responsible for creating and managing the account's attributes
Campaign and deployment organization
- Name your campaigns with a naming convention identified by the objective or theme of the survey
- Name your deployments with a name similar to that of your campaigns
- Transform a relevant campaign into a campaign template to be replicated (how to do it)
- Improve keyword search by using labels to classify campaigns and deployments by theme, creator, or format (how to do it)
- Archive or delete inactive or obsolete campaigns (how to do it)
- Archive or delete test or inactive deployments (how to do it)
Contact organization
- Delete opt-out contacts after verifying in the deployment stats sent via Skeepers for error contacts
- Delete opt-out contacts after identifying them by exporting the broadcast list (how to do it UNDER CONSTRUCTION)
- Delete contacts who have not been solicited for more than 2 years
- Name broadcast lists with clear names to avoid duplicates
Analysis organization
- Improve keyword search by using labels to classify analyses by theme, creator, or format (how to do it)
- Deactivate recurring sharing of unused or obsolete reports
- Deactivate recurring sharing of unused or obsolete dashboards
- Deactivate recurring sharing of unused or obsolete raw data exports
- Deactivate recurring sharing of unused or obsolete indicator alerts
Account settings organization
This section is dedicated to users with "Account settings" rights.
- Identify and organize the tags created on the account to avoid duplicates
- Identify and organize the flags created on the account to avoid duplicates
- Name your email or SMS templates with a naming convention identified by objective, theme, and usage
- Organize the account properties, including contact fields (how to do it)
- Delete unused or obsolete website domains
- Identify attribute filters containing duplicates or input errors to correct them (how to do it)
- Delete obsolete or outdated design templates or those from old graphic charters
- Delete unused, obsolete, or outdated color schemes and icons
- Update the excluded words in verbatim desensitization according to your needs (how to do it)
Connector and integration organization
- Deactivate and delete obsolete or decommissioned connected applications, webhooks, and FTP repositories
- Deactivate and delete unused, obsolete, or decommissioned mappings
If you have any questions, feel free to contact our Customer Care team.