Survey Designer

• Builds and deploys advanced surveys and reports
• Manages advance survey techniques such as sampling, quotas, and panels
• Configures multi-mode research programs

Learning Path

1. 1. Create and deploy surveys

   Learn how to create a variety of question types, add conditional skip logic, then deploy email invitations to all uploaded respondents or to a subset of the population.

   Survey Designer Essentials | Self-paced e-learning course | 2 hrs 45 min (approx.)

2. 2. Run quick reports

   View survey status, completion rates, and quota information, then add banners and segments to pre-built tables to get a better understanding of what it is your respondents are telling you.

   Instant Analytics Essentials | Self-paced e-learning course | 15 min (approx.)

3. 3. Create powerful survey solutions

   Learn how to develop, test, and deploy powerful and flexible advanced survey solutions.

   Professional Authoring Essentials | Self-paced e-learning course | 1.5 hrs (approx.)

Researcher

• Manages and configures research programs
• Builds and configures surveys and reports
• Manages research results delivery

Learning Path

1. 1. Run quick reports

   View survey status, completion rates, and quota information, then add banners and segments to pre-built tables to get a better understanding of what it is your respondents are telling you.

   Instant Analytics Essentials | Self-paced e-learning course | 15 min (approx.)

2. 2. Create and deploy surveys

   Learn how to create a variety of question types, add conditional skip logic, then deploy email invitations to all uploaded respondents or to a subset of the population.

   Survey Designer Essentials | Self-paced e-learning course | 2 hrs 45 min (approx.)

3. 3. Manage your central data location

   Combine and manage your data sources in one place to use them in dashboards, analysis, reports, action management, and other areas. Before you can build your report, you must create a data hub using SmartHub™.

   SmartHub Essentials | Self-paced e-learning course | 35 min (approx.)

Analyst

• Creates and modifies basic surveys and invitations
• Designs dashboards and alert workflows
• Performs deep analysis
• Delivers reports on key findings and outcomes to leadership
• Assesses ongoing program effectiveness

Learning Path

1. 1. Create and deploy surveys

   Learn how to create a variety of question types, add conditional skip logic, then deploy email invitations to all uploaded respondents or to a subset of the population.

   Survey Designer Essentials | Self-paced e-learning course | 2 hrs 45 min (approx.)

2. 2. Run quick reports

   View survey status, completion rates, and quota information, then add banners and segments to pre-built tables to get a better understanding of what it is your respondents are telling you.

   Instant Analytics Essentials | Self-paced e-learning course | 15 min (approx.)

3. 3. Manage your central data location

   Combine and manage your data sources in one place to use them in dashboards, analysis, reports, action management, and other areas. Before you can build your report, you must create a data hub using SmartHub™.

   SmartHub Essentials | Self-paced e-learning course | 35 min (approx.)

4. 4. Configure powerful dashboards

   Learn how to create and share dashboards with your users.

   Active Dashboards Essentials | Self-paced e-learning course | 2 hrs 15 min (approx.)

5. 5. Build a powerful action program

   Learn how to initiate, coordinate, and accelerate organization-wide action response to survey feedback. Action Management can also be used to help coordinate the actions of team members on items unrelated to survey response issues.

   Action Management Essentials | Self-paced e-learning course | 55 min (approx.)

6. 6. Manage hierarchies for role-based reporting

   Learn to build, verify, update, and maintain hierarchies so your Voice of Customer, Voice of Employee, and/or Market Research programs can produce the highest quality results.

   Hierarchy Management Essentials | Self-paced e-learning course | 15 min (approx.)

Program Architect

• Very technical
• Knows internal IT systems, IT resources, has experience working with systems and data files
• Has visibility/responsibility for the transfer of files/integration between clients and Confirmit systems
• Needs to be able to transfer files, monitor/execute tasks, and troubleshoot issues
• Responds to alerts or requests from business related to flow of data between systems

Learning Path

1. 1. Create and deploy surveys

   Learn how to create a variety of question types, add conditional skip logic, then deploy email invitations to all uploaded respondents or to a subset of the population.

   Survey Designer Essentials | Self-paced e-learning course | 2 hrs 45 min (approx.)

2. 2. Create powerful survey solutions

   Learn how to develop, test, and deploy powerful and flexible advanced survey solutions.

   Professional Authoring Essentials | Self-paced e-learning course | 1 hr 30 min (approx.)

3. 3. Manage your central data location

   Combine and manage your data sources in one place to use them in dashboards, analysis, reports, action management, and other areas. Before you can build your report, you must create a data hub using SmartHub™.

   SmartHub Essentials | Self-paced e-learning course | 35 min (approx.)

4. 4. Connect with Salesforce

   Learn how to combine your feedback data and your CRM data to provide deeper insights when analyzing key performance indicators. Plan for integration, set up the process for data transfer between Horizons and Salesforce, and then customize the Salesforce environment.

   CRM Connector for Salesforce Essentials | Self-paced e-learning course | 40 min (approx.)

Learning Path

1. 1. Manage hierarchies for role-based reporting

   Learn to build, verify, update, and maintain hierarchies so your Voice of Customer, Voice of Employee, and/or Market Research programs can produce the highest quality results.

   Hierarchy Management Essentials | Self-paced e-learning course | 15 min (approx.)

2. 2. Create powerful survey solutions

   Learn how to develop, test, and deploy powerful and flexible advanced survey solutions.

   Professional Authoring Essentials | Self-paced e-learning course | 1 hr 30 min (approx.)

3. 3. Manage your central data location

   Combine and manage your data sources in one place to use them in dashboards, analysis, reports, action management, and other areas. Before you can build your report, you must create a data hub using SmartHub™.

   SmartHub Essentials | Self-paced e-learning course | 35 min (approx.)

4. 4. Connect with Salesforce

   Learn how to combine your feedback data and your CRM data to provide deeper insights when analyzing key performance indicators. Plan for integration, set up the process for data transfer between Horizons and Salesforce, and then customize the Salesforce environment.

   CRM Connector for Salesforce Essentials | Self-paced e-learning course | 40 min (approx.)

CX Practitioner

• Leads the customer experience and VoC strategies
• Communicates meaningful insights with key stakeholders to drive action
• Assesses ongoing program effectiveness and ROI
• Guides the business in building a customer-centric culture

Learning Path

1. 1. Evolution of a successful customer experience program

   Introducing Customer Experience | Recorded presentation | 10 min (approx.)

2. 2. Build a foundation for your program

   Set your program up for success from the beginning

   Program Objectives and Success Criteria | Recorded presentation | 4 min (approx.)

   Evaluating Current State | Recorded presentation | 4 min (approx.)

   Mapping the Customer Journey | Recorded presentation | 9 min (approx.)

3. 3. Establish your current CX program

   Get a data-based understanding of what your customers think of your organization from collecting feedback and connecting it with operational data.

   Collecting Feedback | Recorded presentation | 16 min (approx.)

4. 4. Gain a wider perspective of your customers and drive action (Coming soon)

   VoC/E: Augmenting the Voice of Customer with Employees | Recorded presentation | 13 min. (approx.)

5. 5. Embed customer-centricity into your culture (Coming soon)