You can re-send a Feedback Form to a Customer even if the Dialogue has already been closed if your System Administrator has enabled the re-send option. You can confirm with your Let’s Talk! System Administrator to see if the option is enabled for your district’s account. For more information, check out the Setting Up Feedback Forms article.
No, Internal Comments can only be seen by Let’s Talk! Users within the platform. The Dialogue’s Team Owner or Members can see Internal Comments, as can System Administrators or Global Users. Any replies sent to the Customer will not include Internal Comments. For more information, check out the Dialogue Details article.
If you’re still taking care of the content, forward (or cc) your email to firstname.lastname@example.org and it will appear as a Dialogue in your Assigned to Me folder.
If you’ve resolved the content, forward (or cc) your email to email@example.com and it will appear as a Dialogue in your Closed Dialogues folder.
For a more detailed explanation, check out the Email to Dialogue Explained article!
Let’s Talk! notifications can be received through email, within your Let’s Talk! account, and via mobile push notifications (if you have the app installed). Customize notifications to your personal preference, enabling when and how you are notified, whether you are an Owner or Member.
To set up your notification preferences, simply go into Settings, select Notifications on the left-hand navigation. For more information, check out the Customize My Notifications article.
By default, the Team Owner is always notified when a new Dialogue is received. If the Owner changes, then the new Owner is notified by default. If other members on the Dialogue team would like to be notified, they can customize their notification settings. To learn more about notification preferences, see Customize My Notifications.
Only one user can be listed as the Owner for a Dialogue. The Owner is responsible for follow-up, including replying or any steps neccessary to resolve the Dialogue. The Owner can reassign the Dialogue to another user, as needed, but all activity is tracked on the dialogue timeline. To read more on Dialogue management options, check out the aticles under Collaboration Tools.
Let’s Talk! is a solution that can scale up or down depending on your needs. Although users can only see questions related to their assigned areas, multiple permission levels allow managers, directors, and superintendents to view all questions and Dialogue data across the district.
Absolutely! With the powerful feature of creating multiple landing pages, you can create landing pages for different groups or even different topics. Many districts use internal landing pages to offer staff members an opportunity to connect and share feedback about employee-specific issues. To learn more about how to set up multiple pages, check out the Building Landing Pages article.
Let’s Talk focuses on two key metrics: How fast and how well are you responding? These metrics can be reported by multiple segments, from Interest Area to individual user. To learn more about reporting, see Understand The Dashboard.
The Let’s Talk! Dashboard offers data from two different N counts (totals). The first total (N) represents the Dialogues recieved and the second is the number of CX scores received. These numbers are available on most reports. System Administrators and Global Users can review side-by-side comparisons of average Dialogue age and average feedback score for Categories, Interest Areas, and Users in the Comparsion Reports. Learn more in the Understand the Dashboard article under Comparison.
Users of Let’s Talk! can filter by any Dialogue metrics to generate a specific report showing the data of their choice. To learn how to filter reprots, check out the Understand the Dashboard article.
Every user recieves a weekly or monthly Dialogue digest reporting the happenings within his or her Let’s Talk! account. To learn more about these digests, or to customize your preferences, see Set My Digest Frequency.
All users have the ability to see their personal and team Let’s Talk! metrics, filter by categories, and download information into Word or PDF files. To learn more about the options available for your user type, check out the Understand the Dashboard article.
Let’s Talk! provides you the ability to filter Dialogues by customer type so you can easily determine the source of your Dialogues. To learn more about how to set up this filter, see Understand the Dashboard.
Yes! If the dialogue was clsoed within the past 2 weeks, customers can still send in a replay that will trigger the dialogue to re-open. If it has been more than 2 weeks since the dialogue is closed, then the customer will need to submit a new dialogue. To learn more, check out the Close a Dialogue article.
A kick-off meeting with your dedicated Let’s Talk! implementation manager and Strategic Account Manager will will get you started on the implementation process. Let us offer you our best practices on setting up interest areas and users, as well as thoughts on integrating Let’s Talk! on your website and in your community.
Once you’re sure you’ve taken care of a Dialogue, there are a few ways to close it.
If you’re replying to a Customer, you can click Send as Closed after you’ve written your response.
If you’re adding an Internal Comment or noting an Action Taken (ex: phone call), you can click Post as Closed once you’ve added your notes.
If everything’s already done, click the gray Close button (to the right of Internal Comment).
For more information, check out our Close a Dialogue article.
Click on the plus icon under Team Members. Choose the User(s) you’d like to add to this Dialogue, searching either by scrolling down or by typing in a name. Those not present on this list have not yet been added to Let’s Talk!. Click Save to add the User(s) to the Dialogue. Remember that Users added through this method will only be added to this Dialogue — not as permanent members of this Interest Area. Check out the Add Team Members to a Dialogue article for more.
You can’t remove a user from Let’s Talk! because it would also delete all data associated with that user. However, you can set the user’s status to inactive which removes their access to the platform. For more information, check out the Removing Users article.
Check your Notifications Settings page to make sure all your preferred Dialogue notifications are turned on! For more information, check out the Customize My Notifications article.
If your notifications are set correctly but you’re still not receiving alerts, your district may need to do whitelisting to make sure the messages are allowed to get through. Let your System Administrator and IT team know that you’re having an issue, and share the whitelisting article to help solve the problem.
If your System Administrator has enabled the Opt-out option for Feedback Forms, you will be able to select whether or not you wish to send a Feedback Form when closing a Dialogue. Please ask your System Administrator if you have any questions regarding this option in your district or to seek assistance in a particular case. System Administrators: for more information, check out the Setting Up Feedback Form article!
You can share a Dialogue with someone outside of Let’s Talk! by forwarding the Dialogue via email. Include a message explaining why you’re sharing this Dialogue, as well as any expected follow-up, and specify which content to include: information received from the Customer, Internal Comments, Feedback Score, and/or Log of activity. When this recipient responds to the shared Dialogue, the reply will be captured in Let’s Talk! within the timeline. For more information, please read the Share a Dialogue article!
Let’s Talk! is sometimes referred to as an always-on survey, with a few basic questions asked throughout the year. If you’re interested in a deeper dive, check out Engage, K12 Insight‘s survey solution.
To change the Interest Area of a Dialogue, simply click on the dropdown menu in the Interest Area field and select the correct Interest Area. Keep in mind that if you reassign a Dialogue to an Interest Area you don’t belong to, you may no longer have access to this Dialogue. For more information, check out the Dialogue Details article!
When replying to the Customer, make sure you hit the blue Send button at the bottom of the form. The button’s default setting is Send as Closed, but the triangle to its right provides three options to ensure you are updating the Dialogue’s status appropriately as you respond: Send as in Progress, Send as Pending Details, and Send as Closed. For more information on this topic, check out the Reply article!
Remember that a Reply button will not appear if a Dialogue is anonymous or if only a phone number is provided. In this case, follow-up should be noted in Internal Comments.
You can record a Dialogue to log an interaction with a parent, district staff member, community member, or student! Simply click on the green pencil icon in the top right-hand corner of your screen to create a Dialogue. For more information, check out the Recorder article!
Yes! You can reply to the Customer if the Dialogue is already closed. To the left of the Reply button, you’ll see Status. Click on Closed, then select In Progress from the dropdown list that appears. Your Dialogue is now re-opened, the Reply button is unlocked and you’re able to follow up.
In order for an Interest Area to be set to private, the category that the Interest Area belongs in must have a category owner. Once that is set up, the Interest Area can be set to private through its settings. Read the Private Interest Areas article for more information!
If your System Administrator has enabled multiple languages on your Let’s Talk! page, you will find auto-translation capabilities and Translators within your account.
If a Dialogue has come in through a secondary language, an auto-translation will be displayed. To respond, you can use the auto-translate function or you can ask the Translator on the Dialogue to help translate your response. The Translator will be identified as a Team Member on this Dialogue and indicated by a special icon. You may use Internal Comments to communicate with the Translator, as needed. For more information, check out the Translation in Action article.
Note: If a Customer used an English-language form to submit a Dialogue in a language other than English, auto-translate will not be an option. Add the Translator of the relevant language as a Team Member to this Dialogue and ask for his or her assistance in an Internal Comment.
All Users can add new Team Members to individual Dialogues, but only System Administrators can add permanent Team Members to Interest Areas.
If you’re a System Administrator, you can edit the Interest Areas of each User on the Users page under Settings. You can also edit this information by Interest Area within Interest Area under Settings by clicking on each Interest Area. For more information, check out the Adding and Managing Users and Creating and Managing Interest Areas articles!
System Administrators: To edit the appearance of your district’s Landing Page, click on Landing Pages under Settings. There you can drag and drop the interest areas into your preferred arrangement, or change the colors of the Landing Page. For more information, check out the Building Landing Pages article!
In order to set an Interest Area Category to private, a Category owner must first be selected. Once selected, you can enable privacy on the Interest Area Category. Read the Private Interest Areas article for more information!
System Administrators: To edit the welcome message on your district’s Landing Page, simply go to Settings, then Form Messages. You can edit the Landing Page message in the first text box. For more information, read the Building Landing Pages article.
If you are unable to search anything through the search bar on your district’s Let’s Talk! page, let your System Administrator know.
System Administrators: To define which content should be searchable, click on Landing Pages in the Settings section of your account. Then, under the search section, identify which interest areas Customers should be able to find. For more information, check out the Building Landing Pages article!
The following users can set an Interest Area to Private:
- System Admin
- Category Owner
The following users can set a Private Interest Area to Public:
- Category Owner
- Interest Area Owner
Read the Private Interest Areas article for more information!
System Administrators and Team Owners can download Dialogues from Let’s Talk!. To pull Dialogues into an Excel spreadsheet, use the Advanced Search function under the search bar. Simply define which Dialogues you would like to pull up by defining the criteria, and then search. Once the results appear, scroll all the way to the bottom to download the Dialogues into Excel. For more information, check out the Search Dialogues article!
System Administrators: To add the Let’s Talk! Landing Page or pop-out Tab onto your district’s website, simply download the embed code from your account. Your webmaster will be able to place the Landing Page or Tab by using this embed code. For more information, check out the Where to Find Embed Codes article.
Within the Dashboard, Insights provides the most customizable options, as well as the ability to download reports. To download reports from Insights, simply click on the green downward-pointing arrow button at the top right of the Insights page. You can download the report as a PowerPoint or PDF. For more information, check out the Dashboard article!
To see trends within Dialogues, whether it is by date, entry point, customer type, interest area, or tags, you can find those reports in Dashboards and Insights. For more information, check out the Understand the Dashboard article!