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Dashboard Basics

By the end of this tutorial, you will have a website container, know the dashboard layout, and be ready to create your first survey.

What You'll Have When You're Done

  • A website container that organises all your surveys and insights in one place
  • A clear map of where surveys, insights, and settings live
  • A repeatable workflow to create and manage surveys

The Website → Survey → Insights structure keeps research connected.

Step 1: Create a Website Container

Every survey lives inside a website container. Insights aggregate across that container so you can view trends in one place.

  1. Log in to your SenseFolks dashboard
  2. Click Add Website
  3. Enter your site's name and URL
  4. Save. Your container is ready.

["IMAGE - SenseFolks dashboard showing the 'Add Website' flow with a website container being created, displaying the name and URL fields."] ["ALT - SenseFolks dashboard showing the 'Add Website' flow with a website container being created, displaying the name and URL fields."]

Step 2: Find Your Way Around

The dashboard has three main areas:

Surveys

All your surveys for this website, with quick actions to edit, embed, duplicate, or delete

Insights

Aggregated response data across all surveys for this website. This is where decisions happen.

Settings

Account preferences, website configuration, and embed settings

["IMAGE - Annotated screenshot of the SenseFolks dashboard navigation showing the Surveys, Insights, and Settings sections highlighted."] ["ALT - Annotated screenshot of the SenseFolks dashboard navigation showing the Surveys, Insights, and Settings sections highlighted."]

Step 3: Manage Your Surveys

Your survey list shows everything at a glance: name, type, response count, and status.

What You See

  • Survey name and type (PricePoint, UserChoice, FeaturePriority, FastPoll, OpenFeedback, or Reaction)
  • Response count, so you know when you have enough data to act
  • Status: active or paused

Quick Actions

Each survey has one-click actions:

  • Edit — change questions, options, or settings
  • Embed — grab the embed code for your site
  • View — see responses and insights
  • Duplicate — copy a survey to reuse its configuration
  • Delete — remove a survey you no longer need

Step 4: Check Your Insights

Once responses start coming in, the insights view aggregates data across surveys in your website container so you can track overall patterns.

["IMAGE - SenseFolks insights dashboard showing aggregated data from multiple surveys within a single website container, with charts and key metrics visible."] ["ALT - SenseFolks insights dashboard showing aggregated data from multiple surveys within a single website container, with charts and key metrics visible."]

Next Steps