This article will guide you through the process of customizing survey branding in Comparative Agility. By adjusting branding elements, you can create a tailored survey experience that reflects your company’s identity. Accessing the Branding Section: Navigate to “Settings” in the Comparative Agility platform. Select the “Branding” section. Within the branding section, you will find two […]
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Creating and Managing Recommendations
This article will guide you through the process of managing and creating recommendations within the platform. There are three types of recommendations available: CA-Curated Recommendations – These recommendations are generated by AI and curated by Comparative Agility experts. They provide valuable insights based on data analysis and industry best practices. Author Recommendations – Created and […]
Right Click
The recent update to Comparative Agility introduces a powerful new feature: the right-click option. This enhancement consolidates various functionalities across the application, making them easily accessible with a simple right-click of your mouse. While this is a developing feature, its integration is already available in the main screens and primary features of the application. To […]
Custom Roles
In Comparative Agility, you have the flexibility to create custom roles tailored to your specific needs. This feature allows you to define precisely what actions users with a custom role can perform within your organization. Besides custom roles, we also provide our standard roles: member, admin, super admin, and account owner. All the details about […]
Custom Email Templates
This article guides you through the utilization of Custom Email Templates, enhancing the efficiency, consistency, and professionalism of your communication. Streamline your messaging effortlessly with this option. Navigating to the Email Templates First, open Settings Click on Templates The short video below shows how to navigate to the Email Templates screen How to create a […]
Scheduling Surveys
The Scheduling feature in Comparative Agility allows you to efficiently plan and manage surveys. This guide will walk you through the 6 easy steps of using this feature effectively. Navigating to the Schedules Screen Open Settings Locate Schedules In the video below we show you how to navigate to the Schedules Screen Setting up a […]
Account Information
Account Information provides you with essential information about your account, including the associated email address and the option to change your account password. Navigating to the Account Information Log in to your Comparative Agility account Open Settings Screen In the screenshot below we show you how to navigate to the Account Information Account Information/email address […]
Reopening a Survey
This article will guide you through reopening a survey. Reopening surveys can be a valuable tool for refining your assessments and gathering the most accurate data possible. Navigating to the Structure Screen Log in to your Comparative Agility account Structure Screen will be opened as a default screen In the screenshot below we show you […]
Facilitator Mode
This game-changing feature allows you to conduct live surveys, enabling real-time interactions and important conversations with your team members during the assessment process. Facilitator Mode empowers you to gather insights, spark discussions, and drive meaningful engagement directly within the survey environment. Navigating to the Facilitator Mode Log in to your Comparative Agility account Choose the […]
Mass Updates
For large organizations and enterprises, efficiency is key. With the introduction of Mass Updates in Comparative Agility, you can now manage multiple teams or your entire company structure with ease. This powerful feature streamlines your workflow by enabling you to perform multiple actions at once, enhancing your organizational agility and effectiveness. How to Perform Mass […]