New User Checklist

We’ve put together the following articles just for new users. You should run through these articles first and set up your account in the early stages of your onboarding process.

Understanding the Customer Dialogue Form

Need to explain to your community how Let’s Talk! works? Use this video! Looking for a Spanish version of the video above? Click here!  Depending on how you’ve set up your Let’s Talk! page, Customers may be selecting their Interest Area of choice from a menu-like landing page, or they may be sent directly to the […]

Learn Key Vocabulary

It’s a short list, but it makes sense to start on the same page: Key Terms Account – The subscription agreement between an association, district, or school with K12 Insight for a limited-access license to Let’s Talk!. Customer – Member of your community. Customers may be parents, students, staff, or community members. Dialogue – A […]

Check Your Permissions

Permissions Interest Areas & Categories Under Permissions, you’ll first see the Categories, Interest Areas and possibly Social Media Areas you’re assigned to, as well as the roles and permissions you have in these areas. Settings here determine which Dialogues will appear in your inboxes and how you’ll interact with Customers. If you are a Category […]

Log In to Let’s Talk!

Did You Receive Your Activation Email? Your Let’s Talk! username and password are sent to you through an activation email once your account is set up by your System Administrator. If you have not yet received your activation email and were expecting it, you should contact your System Administrator. Once you have received your activation email […]

Shortcut to Let’s Talk!

Want to place Let’s Talk! On your desktop for easy access? Click on your name on the top right-hand corner Select Settings and navigate to Profile Click on Edit at the top right-hand corner of the screen Scroll down to  Quick Access Shortcut Click on Download and save to your desktop Voila! Let’s Talk! Is […]

Set Up My Profile

To find out who you are in the world of Let’s Talk!, check out the Profile section. To access Profile, first click on your name in the top right-hand corner of your account. Under your name, click on Settings. The screen you’ll be taken to is Profile. Editing My Profile Review the descriptions of the […]

Customize My Notifications

Notifications give you the updates you want — when you want them, and how you want them. Set your preferences and never miss a beat! Note: Notifications are user-specific. Each User can set preferences to receive notifications via email, via mobile app push notifications, or in the Notifications section of the Let’s Talk! account. System Administrators […]

Report Frequency: Important information sent to your inbox

Dialogue and Dashboard Reports Keep important information at your fingertips with Dialogue and Dashboard Reports. Each User can set his or her own preferences regarding Digest delivery. System Administrators do not control these settings account-wide. Dialogue Activity Report Sends an overview of Dialogues assigned to you or your team. You’ll see a list of all […]

Get Help

Have a question? By clicking on the Ask Question link in the Help Menu, you can fill out the form and submit a question to our Client Services Team. Please include your name, email address, phone number, and as much information as you can when explaining your question. Related ArticlesNew User? Start Here

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