Congratulations! You’ve created a Thoughtexchange and you’re ready to send it out to your participants. (Click here if you need some help with that part of the process.) When your exchange is live, the Manage page is where you’ll find everything you need to invite folks to participate, track the number of thoughts and ratings provided so far, take a peek at emerging ideas, and much more.
For a quick overview of how the Manage page tools work, check out our video walkthrough included below. Keep scrolling to find a text summary of the different tools and links to other handy resources.
Edit - Make changes to the content of your exchange. Click here to learn about creating an exchange.
Events - Access features like live streaming and breakout (or Roundtable) groups. These options are currently in beta-testing and you will only see this tab if you have requested it be turned on.
Invite - Get the shareable link or code that you will send to participants to grant them access to the exchange. Click here to view example invitation email text.
Notify - Send a custom message to participants (ex. reminding them to return and rate new thoughts). This message will only be sent to people who have already participated in your exchange and logged in with an email address to do so.
Participate - Enter the Participant view to participate in your own exchange.
Moderate - Review thoughts that have been flagged as possibly inappropriate and decide if they will remain in the exchange or not. Click here to learn more about Best Practices around reported thoughts.
Quick Results - View the Hot Topics and Top Thoughts (so far) in your exchange.
Discover Dashboard - Access the Discover Dashboard to dig into advanced analysis features, share results, and see the alternative view for Reported Thoughts (called Moderate in the Dashboard).
Close - Manually close your exchange if you have not set a deadline.
Create Report - Generate a PDF report of the Top Thoughts in the exchange. Click here to learn more.
Thoughtexchange Labs - Explore and test out analysis features currently under development.
Switch Leader - Change the Leader role for the exchange over to another person in your organization (useful if you are going to be away on vacation or if someone else will be taking over the management of the exchange).