Available on:

Starter

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Welcome to Temporall CW! Regardless of your situation, whether you are a new hire, the first person to test Temporall CW for your company or if you haven’t used Temporall CW in a while and have forgotten your password, this guide is perfect for learning how to use Temporall CW or to catch up on new features.


Section 1

How to start using Temporall CW


  • Start by registering from the email you received

You will receive/or have received an invite via email to join the Temporall Culture Workbench as one of the following users: Admin, Executive, Manager, System Admin or Employee. Depending on your user rights, the content you can see will vary.



Once you have filled in all the fields and click Register, you will be prompted with a 2 Factor Authentication dialogue, an SMS with a short code will be sent to your mobile phone. Enter this code to proceed. This is an additional security feature to ensure your account is safe and does not get into the wrong hands.



  • Once you are done registering, you’ll be logged in, use the left navigation bar to navigate the system


When you are logged in you will see a dashboard with a top bar and a main navigation bar to the left. You will find the support, profile, notifications and logout buttons to the top right. Use the left navigation bar to navigate the system.



Section 2

Forgotten password


  • Forgotten your password? No problem!

If you have forgotten your password you can use the forgot password link found on the login screen. This will prompt you to enter your email. Once you’ve entered an email address you will receive an email from Temporall CW to reset your password.



Section 3

Inviting your employees


Once you have logged in or reset your password you can use the navigation bar to go to the user's tab within the Admin select panel(drop-down menu). Click on the Add New button. 



Under “User type” there are 5 options to choose from Admin, Executive, Manager, Employee, and System Administrator. This is important because different user types will receive access to either more or less information and features. If you are an Admin user you will not be able to add another Admin user only a System Administrator is allowed to add another Admin user. Executive users do not have access to the Admin drop-down menu and Employees can not view the site at all.

Once you have clicked the Add New button you need to fill in the user’s info into the respective fields, then click Save & Sync. 



The Employee you have added will not be added to the dashboard since the user type employee does not have dashboard access, they will, however, receive an email when the campaign starts. We will discuss this next.


Section 4

Creating your first campaign


First, go to the Campaigns page under the admin drop-down menu then follow the screenshot below. (Please note this is only available to a user with administrative rights.)



  1. Once you are on the campaign view click on Add New button in the top-left corner.



  1. Give your campaign a name so that people can easily recognise the campaign know briefly what it's about.
  2. Choose a start and end date for your campaign. The start date may not be earlier than today and the start and end date will always be at least two days apart. Don’t forget you can also change the time of the start and end date.
  3. Click next to proceed to the next step.



  1. Choose the index you wish to use with the campaign, whenever you chose an index all the questions in that index will display in a drop-down tab along with each question Micro-  and Macro attribute and question type.



  1. Choosing a default demographic is important because some data will be filtered by this demographic every time you sign in to the web application. If you choose gender, for example, the Heat Map will always display gender if navigated to upon sign in and will only change once a user picks another demographic.



  1. Here you can invite specific users if you do not want to invite everyone in your campaign. Otherwise, you can use invite by demographic which invites everyone based on their demographic or by not selecting anything on this page invites everyone in your organisation. All users that will be invited to your campaign will be listed in the second box with their First name, Last name, and Email address.



  1. These are the reminders that will be sent to the participants of the campaign. They are generated by default and can be edited to fit your needs.
  2. Clicking preview shows you how the email will look more or less when a participant receives it.
  3. Add Reminder gives you the ability to add another reminder for the campaign to be sent to participants when you want it to be sent.



  1. A preview of the whole questionnaire will be sent to users specified here. You can insert the email address of anyone you want to send it to. If you do not want to send a preview of the index to anyone just leave the text boxes empty and skip to step 3.
  2. Add an email is if you want to send the preview to multiple users instead of just one user you can add as many as you like.
  3. Clicking on save, saves the campaign and waits for the start date and time and then sends all the emails to the participants.