Pulse Survey Response (Web)

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Notifications Button When you log into your SwitchbackOS account and your organization administrator has sent out pulse survey questions you will see a notification highlighted in red. After clicking the Notification icon you will see this on your screen saying, “You got a new message”- highlighted in blue: Next you’ll see a 4 quadrant graph with a question in blue …

Campaign Stats

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CAMPAIGN STATS There a way for you as an admin to see the statistics of the people who viewed and participated in the campaign and those who did not. To see the Campaign stats, you should follow these steps: Step 1: Hover your cursor on the Campaign link on the top menu to find the Campaign Manager link and click …

User Manager

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To add users, follow these steps: Step 1: Hover your cursor on the USER/GROUP link on the menu and a drop down will show you the Manage User link, then click on it. You will see a page like this one: Step 2: Choose the method you want to Add users by clicking on either the Import button or Add …

Quadrant Report

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A quadrant report gives a full analysis on how the organization or an individual is performing. There are four quadrants and they can show results based on the campaign questions asked to several individuals, show averages and trends. The quadrant report can be downloaded as a PDF file or CSV file and analyzed separately. To see the quadrant report, click …

Question Manager

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The question manager helps get a broader understanding of how to solve the problem in your organization. You can select the questions already created by the Switchback team or you can edit the questions to suit your current problem. To create – choose a list of questions that you can use on you campaign. Follow these steps: Step 1: Hover …

Campaign Manager

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To create a campaign, follow these steps: Step 1: Click on the Campaign link on the menu. You will be taken to the following page, which looks something similar to the image below: Step 2: Click on the Add button. You will then see a form with the following fields, Campaign Name, Target Group, Start Date and End Date. Step …

E-Learning

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Find all the courses offered by SwitchbackOS by clicking on this on E-Leaning link on your dashboard. To start learning, please follow these steps Step 1: Choose the course you want by clicking on it. By clicking on the first e-learning course, which is The Switchback Operating System you will be taken to a page with all the e-learning modules …

SBOS Community

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To join our community click on the community link on the dashboard or at the top menu. You will be taken to our Facebook group where you can connect with the SwitchbackOS team and other other platform users.

Profile

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To edit your profile click on the Profile link on the Dashboard and change your details if required and save the changes by clicking the “Save changes” button.

Logging In (Web)

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1) To login to SwitchbackOS, please visit: SwitchbackOS.com/login and click on the” LOG IN” link on the top right of the screen. 2) Fill in the form with your Username or Email address and Password that you used when registering. 3) Click on the Login button