Spaces 101
Content Outline
DIFFICULTY LEVEL: BASIC
Objective
Demonstrate proficiency with creating a Space, setting up different sections, configuring the standard metric groups, and adding ready widgets.
Prerequisites
Journeys 101 - Touchpoints and Locations
Task Outline
| Task | Recommended Time |
|---|---|
| Create a space and enable sections based on the outline in Section A. | 5 minutes |
| Add widgets to the metric groups based on the outline in Section B. | 10 minutes |
| Review your created Spaces based on the outline in Section C. | 5 minutes |
Section A
Create Overall Space
- Create a Space named Overall Experience and configure the sections based on the settings mentioned below
- Journeys - Enabled
- Metrics - Enabled
- Responses and Loop closure
- Responses - Enabled
- Loop Closure - Disabled
- Response Analysis - Enabled
- Path Analysis - Disabled
- Predictive Analysis - Disabled
- Research - Disabled
- After saving the space, go into the Metrics section and delete the groups for Compare Journeys and Prioritize Action.
Create Website Space
-
Create a Space named Website Experience and configure the sections based on the settings mentioned below
- Journeys - Disabled
- Metrics - Enabled
- Responses and Loop closure
- Responses - Enabled
- Loop Closure - Enabled
- Response Analysis - Enabled
- Path Analysis - Enabled
- Predictive Analysis - Disabled
- Research - Enabled
Section B
Widgets in Overall Space
In the Overall Space, visit the Metrics section. Based on the table below, add widgets to the corresponding metric groups. Ensure the widgets are placed in the order outlined in the table below.
| Metric Group | Widget |
|---|---|
| Check Pulse | NPS Sentiment Analysis NPS Benchmark |
| Monitor Trends | NPS Trend Word Cloud Theme Cloud Theme River Response Trend |
Widgets in Website Space
In the Overall Space, visit the Metrics section. Based on the table below, add widgets to the corresponding metric groups. Ensure the widgets are placed in the order outlined in the table below.
| Metric Group | Widget |
|---|---|
| Check Pulse | NPS Sentiment Analysis Delight Meter |
| Monitor Trends | NPS Trend Word Cloud Theme Cloud Theme River Response Trend |
| Compare Journeys | Theme Segments (NPS) Theme Segments (Sentiment) |
| Prioritize Action | Like Dislike (NPS) Impact Analysis (NPS) Goal Recommendations (NPS) |
In the Questionnaire Filters, apply filters so that this space only displays data from the Website.
Section C
View Spaces
- Verify that the widgets are rendering correctly in all the metric groups of the Overall Experience Space
- Verify that the widgets are rendering correctly in all the metric groups of the Website Space