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
• Site Home Page
• Pipeline Step View

Getting Started

• To get started, navigate to Products > Labs and select the Understand app.

• Select Set Up Understand Forum

• Follow the steps and fill in the required information 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 image, change 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.

Results