ThoughtExchange Solutions are limited accounts that allow leaders to set up an automatic flow of Exchanges in response to events that trigger them.
It can be challenging for large, distributed teams to gather insight from teams, stakeholders and even their own organizations. It’s challenging to cut through the noise and layers that exist when you have thousands of touch points to navigate.
Our Field Intelligence Solution provides a way to gain intelligence from the “field” in a consistent way, which is aligned to a goal that you have set. With this solution, you have an automated way to create Exchanges based on the cadence that suits your business needs.
Here’s how it works:
Step 1 - Set up a list of contacts
Solutions relies on preset data provided by Customer Administrators when they upload contacts to an account. These data can be anything you like (ex. Job Title, Start Date, Number of Direct Reports, etc.) in addition to the required criteria: First Name, Last Name, Email. Once your list of contacts is set up, Solutions can use it to automatically trigger Exchanges when and how you want them.
Step 2 - Schedule Exchanges
There are five steps to setting up automatic Exchanges using the Field Intelligence Solution, but don’t worry, they can each be completed in a few seconds and can be used to gather years of valuable insights. To set up a schedule of Exchanges, simply navigate to the “Scheduled” tab at the top of the screen and click the “+ Create” button.
Once you choose the Templated Exchange you want to create, you just need to define:
What will the content of your Exchanges be? Most of the work is done for you by selecting the right template, but you may need to make some minor changes so that the criteria in your contact list matches the variable fields in the question template.
Leaders can edit and customize all the details of the Exchange except for the question itself. If you need help customizing the content of the question, please contact your Customer Success Manager. They would be happy to help!
One last thing: You will need to assign an Exchange Leader to be the default person in the leader role for each Exchange. This person must be on the leader list for the room you are working in.
Are there any closed-ended questions you would like participants in your Exchanges to answer that would be valuable in analyzing the feedback you collect? Create up to 10 survey questions in this step.
Who do you want to participate in these Exchanges? Using the criteria defined in your contact list, choose the people you would like to hear from. You can also customize the invitation email participants will receive.
Now it’s time to establish when Exchanges will launch.
The ‘Conditional Schedule’ has options to trigger the launching of an Exchange on a time-based cadence. Select the Start/End date and time for the schedule, then select the cadence by entering in an increment and the condition (day, week, month). For Example, if you want quarterly Exchanges to run for a full year starting from July 1, then select a start date = July 1, end date= May 31, “Launch every [months].
Finally, you have an opportunity to review your work before pressing the Launch button to schedule your Exchanges. You can move back through the steps by clicking the check marks at the top of the screen and make any changes you like before finalizing your setting.
Edit an Active Scheduled Exchange
You can make edits to an “Active’ Scheduled Exchange; changes will affect Exchanges that have yet to launch from the schedule. Changes made wont’ affect existing Exchanges that were already launched.
And that’s all there is to setting up Exchanges using Solutions. You can close or view any of your Scheduled Exchanges by clicking the three dots on the right side of the Exchange card and when a triggering event occurs, participants and leaders will receive an invitation to participate and a link to the results, respectively.
If you have any questions about this or any other feature, please don’t hesitate to contact our Support Team.