Understand (Collect Insights)

Want new insights into your customers’ behavior? Our Understand app sets up a large-scale design research project for employees to investigate and analyze customer needs.

Read below to learn more about this process and how to progress through the pipeline.


Table of Contents

Getting Started

  • To quickly recap on how to create your Understand forum, navigate to your Apps screen, and select the Understand app.


  • Once there, select "Set Up Understand Forum"
  • Fill out your title, description, audience to complete the Wizard.


Site Home Page

  • Once you create your new Understand forum, you will be brought to your Understand site home page.
  • Here, you can update site hero imagechange your submission form, and more!
    • For more suggested edits, refer to our Understand App - Launch Playbook here.
    • Review this list of user roles that are recommended for the Understand app here.

Pipeline Steps View


  • After successfully creating your Understand forum, you will see that it comes with preconfigured stages and steps.  
  • To navigate there, select Admin --> Manage Pipeline
  • For a quick recap on the overall Understand forum, refer to this process overview here.
  • The Understand backend pipeline configuration consists of the following:
    • Research Submission
      • Screening
    • Results
      • Selected As Relevant
      • Not Selected as Relevant


Research Submission

  • Screening
    • Once a participant submits a research note, it will be put into the "Research Selection - Single Scale" 
    • This step is preconfigured as a "Single Scale" tool type
    • Research Team Members will receive an action item and be able to evaluate the research notes.



  • Selected as Relevant
    • The "Selected as Relevant" step is for research notes that have been selected for further analysis.
    • There is no configured tool type for this step
    • Administrators can configure a tool type for this step if additional actions are needed
  • Not Selected as Relevant
    • The "Not Selected as Relevant" step is for research notes that have not been selected for further analysis.
    • There is no configured tool type for this step
    • Administrators can configure a tool type for this step if additional actions are needed


Please comment below with any questions or feedback, Happy Innovating!

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