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  1. ThoughtExchange Help Site
  2. Creating & Managing Engagements

Creating & Managing Engagements

  • Creating & Managing Engagements
    • Getting Started
    • Engagement Tools
    • Exchanges
    • Surveys
    • Tips, Tricks & More
    • Working with Your Results
  • Administrator Resources
  • Participating in an Engagement
    • First things first
    • Participation - the basics
    • Participation - beyond the basics
  • Privacy & Technical Info
    • Privacy and confidentiality
    • Technical info
  • Announcements
    • Current release notes
    • Past release notes
    • Technical Notifications

  • Getting Started

  • Engagement Tools

  • Exchanges

  • Surveys

  • Working with Your Results

  • Tips, Tricks & More

  • Getting Started

    • Getting to Know the Leader App
    • What is a ThoughtExchange?
    • Getting Started: A leader's guide to ThoughtExchange
    • Tips for Running a Successful Exchange
    • Allow Listing ThoughtExchange

  • Engagement Tools

    • Manage an Engagement - Key features overview
    • Creating templates for survey questions, participation groups, objectives, and theme sets
    • Invite Contacts to an Engagement
    • Preview Mode
    • Invitations, Reminders and Thank You Emails (Template text)
    • ThoughtExchange Google Calendar Integration
    • ThoughtExchange Outlook Integration
    • ThoughtExchange Slack Integration
    • Archive Engagements
    • Microsoft Teams Integration
    • Converting Your Introduction Videos
    • Notifications and Allow Listing
    • Choose Whether to Require Signup or Login

  • Exchanges

    • ★ How to Create an Exchange - A step-by-step guide
    • Design a Great Question
    • Participation Groups: One Exchange, separate conversations
    • Compare Exchanges
    • Participant Notifications
    • Using Thoughts and Themes to Understand Your Results
    • The Importance of the Rating Ratio
    • Moderating Polarized Exchanges
    • Protecting Exchange Validity
    • Create a Multi-Language Exchange
    • Why do exchanges have one open-ended question?
    • Understand Your Participants Using Survey Questions
    • Moderation: Philosophy and best practices
    • Moderation: Choosing a method
    • Why are participants able to jump around between the steps of an exchange?
    • Engaging with Students - Why and When
    • Designing Student Exchanges

  • Surveys

    • Basic Surveys
    • How to Create a Survey - a step-by-step guide
    • Survey Question Types
    • Survey Branching
    • Survey Question Analysis

  • Tips, Tricks, and More

    • Participation Groups and Survey Questions
    • Write a Compelling Introduction
    • Engage Participants with an Introduction Video
    • Introduce ThoughtExchange to Your Community (Template text)
    • Get more participation in your #studentvoice exchanges
    • Login Instructions (Template text)

  • Working with Your Results

    • The Results Dashboard
    • Thoughts - View, comment, and generate reports
    • Survey Question Analysis
    • Heatmaps - See which topics matter most to each group
    • Differences - See what is uniting and dividing your participants
    • Reports - Generate and customize shareable reports and download your data
    • Edit Results (formerly Theme) - Sort thoughts into meaningful categories
    • Moderate - Monitor thoughts in realtime
    • Share (formerly Manage) - Grant dashboard access to other users
    • Keywords (fromerly Wordcloud) - See what people are talking about
    • Commenting on Participants' Thoughts
    • Assigning Actions to Thoughts
    • Summaries - Your results in a sentence or two
    • Working with Results of Polarized Exchanges
    • Advanced Survey Question Comparison Tool (BETA)

  • Live Exchanges

    • 10 Ways to Use ThoughtExchange to Support Your Event
    • Leading live exchanges
    • Running a ThoughtExchange at an Event or Meeting
    • Engaging Live with Present
    • Live Exchange Checklist
    • Live Exchange Script

  • Exchange Templates

    • Addressing Staff Retention by Inviting Staff into the Conversation
    • Exchange Template: Community Alignment with ESSER Funding
    • Exchange Template: Local Control and Accountability Plan (LCAP) - Annual Update
    • Exchange Template: School District Strategic Planning
    • New York Budget Framework
    • A New Way for Administrators to Engage at School
    • Using Thoughtexchange in the Classroom
    • Student Voice: Exchange Settings
    • ThoughtExchange & The Alberta Assurance Framework
    • Exchange Template: Anti-Racism
    • Exchange Template: Supporting Diversity & Inclusion Within Your Organization
    • Exchange Template: Leadership Transitions in Education
    • Exchange Template: School District Budget Planning
    • Exchange Template: School District Culture and Climate

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