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Managing the Insights Hub

Managing the Insights Hub

Owned by Aviraal Prasad
Apr 23, 2025
9 min read
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Introduction

The Insights Hub survey module in ionMy is designed to empower organisations with robust survey capabilities, enabling comprehensive data collection and analysis. This module serves as a pivotal tool for gathering insights across various operational aspects, such as client satisfaction, staff engagement, service quality, and more.

Users can easily create customised surveys tailored to specific needs using intuitive tools. This includes designing questionnaires with various question types, from multiple choice to open-ended questions

 

Benefits

Insights Hub in ionMy offers several key benefits:

  1. Apply your organisation’s colour theme to each survey for a professional, branded look that improves engagement and aligns with your visual identity.

  2. Add images directly into survey questions to enhance clarity, provide context, or support visual communication—ideal for both client and staff surveys.

  3. Surveys automatically adapt to any device—desktop, tablet, or mobile—ensuring a smooth and accessible experience for all users.

  4. Quickly generate survey content using built-in AI tools, saving time while creating relevant and well-structured questions.

  5. Access a library of professionally written question templates for common topics like satisfaction, engagement, or compliance—no need to start from scratch.

  6. Design dynamic surveys with conditional logic, showing or hiding questions based on previous answers. This makes surveys more relevant and engaging for each respondent.

 

Discussion – Insights Hub Integration with SurveyPlanet

 

The Insights Hub in ionMy utilises the powerful survey platform of SurveyPlanet to provide a seamless and user friendly experience for creating, distributing, and analysing surveys.

Please note that when you navigate to create or edit a survey within the Insights Hub for the first time during your current ionMy login session, you will be briefly directed to a SurveyPlanet login screen.

While this is a temporary step due to the current integration, it is necessary to provide you with robust survey creation and editing capabilities within the familiar ionMy environment. We are actively working with the SurveyPlanet team to eliminate this additional login in the future.

Note: Each Organisation will be provided with one login

 

Getting Started

This training will guide you through how to access and create surveys within the Insights Hub module.

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Survey Setup

  1. Navigate to the ionMy Portals

  2. Hover your mouse over Insights Hub sub menu

  3. Select Survey Setup

  4. The page will redirect you to the Survey List page, where a list of all surveys created in Insights Hub will display

  5. Users can Filter by Status to display Active and Inactive surveys

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  1. To edit an existing survey click on the edit pencil beside the survey name

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  1. Currently, a popup will display the SurveyPlanet Login where you must log into the third party tool.  

  2. Enter your login details provided by the ionMy Support team. Once logged in, you will have full access to the survey builder interface to create and modify your surveys. These surveys will be seamlessly integrated within the ionMy Insights Hub for distribution and analysis.

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  1. The page will redirect you to the Survey Setup tab and display the General Settings 

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General Settings

Survey Title- The Survey Title is the name you assign to your survey. It appears at the top of the survey form and in the Survey List within the Insights Hub.

Display- you can choose how to display the questions to the respondents. There are two main options:

·        Display One Question at a Time

o   This option presents one question to the respondent at a time, guiding them through the survey step-by-step.

·        Display All Questions at Once

o   This option shows the entire list of questions on a single page, allowing the respondent to view and answer all questions without additional navigation.

Language- There are multiple languages available in which the survey can be presented to users

    10. If you want the users to go back to previous question, you can simply tick the checkbox Allow Participants to go back to the previous questions

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11.  If you do not want user to submit multiple times from same device then, you can select Prevent multiple submissions from same device checkbox.

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12.  Once Updated click on Save settings Button

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Welcome and Success Message Settings

Set the tone for your survey by customising the welcome message participants see at the beginning and the success message they receive upon completion. Use this space to provide instructions, thank participants, or share next steps.

13. Click on the Welcome & Success tab

14. The page will display welcome message and success message fields

15. Enter the welcome message

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Note: You can also upload welcome image

16. Enter your surveys Success Message

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Note: You can also upload an image that is presented upon survey submission

17. Once Updated click on the Save settings Button

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Creating Survey Questions

  1. Select the Question option from the sidebar menu of the settings page

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  1. To enter a new question, click on the down arrow next to New Question to see the available options

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  1. Enter the survey Question Title

Note: If a question is mandatory, then tick the Required checkbox

 

  1. Select your preferred Question type from the ddl

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  1. Once your question is added, click on the Save Question button

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  1. Repeat steps 2-5 to add additional questions

 

Applying a Theme

Apply your organisation’s preferred colour theme to each survey for a professional, branded look that improves engagement and aligns with your visual identity.

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Preset Themes

  1. When clicking on the Theme button, you will see there are list of available themes on the right side of the screen.

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  1. Select the theme you wish to apply to your survey

  2. A preview of the theme will appear on the page

 

Custom Themes

There is also the option to create your own custom theme, whether it be manual or CSS.

  1. Click on New Theme to go through the steps of building your organisation specific theme.

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  1. The page will refresh and load the new theme designing page

  2. Enter your Theme Title on the left side of the page

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  1. Click on the Text field to modify the text colour and font on the varying aspects of the survey.

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  1. Click on the Elements field to modify Background, Header, Questions and Button colours

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Note: You need to click on the boxes to select from the colour palette

  1. To add CSS formatting, click on the Advanced field

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Tip – CSS Format

CSS formatting helps maintain consistent organisation approved branding and styling across pages and improves the overall user experience by making the interface visually appealing and easier to use.

 

10.  Once you have created your theme, click on the Save Theme button located at the top right corner of screen.

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Once you have created your custom theme, it will be available for all future, and existing, surveys. Simply select the custom theme from All Theme selection ddl.

 

Sharing a Survey

There are 2 options to sharing a survey to external parties.

Direct Link

  1. Select Share from the left sidebar menu

  2. A survey link has been automatically populate for you. Simply copy the link and use it in your preferred way of sharing.

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Embed

  1. Select the Embed tab while in the Share submenu

  2. The iFrame code is auto populated for use in your website.

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Exporting a Survey

               There are two options to export your survey
                    -PDF Format
                    -Word Format

  1. While on Share menu, you can click on Export Survey button on the Top right corner of the page

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  1. A popup window will appear

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Note: Before exporting you can update Page size, Page Breaks, Font, Colour and even generate a QR code!

  1. Click on Export PDF button

  2. Repeat same for exporting in Word Format

 

Creating a New Survey

  1. Navigate to the ionMy Portals

  2. Hover your mouse over the Insights Hub Menu

  3. Select Survey Setup. The page will redirect you to the Survey List page, where the list of all surveys created in Insights Hub will display

  4. Click on the Add New button located at the top right corner of screen

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  1. You will be redirected to the Survey Setup tab

  2. The New Survey setup page is displayed

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  1. Enter the Survey Name in the Survey Title field

  2. Select the email option from the ddl

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  1. Enter a Welcome message

10.  Click on the blue Create Survey button once details entered

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Note: Once a new survey is created you will need to go back to the Survey List and reselect the survey to add new questions, set the theme and edit settings.

 

Taking a Survey Within ionMy

  1. Navigate to ionMy Portals

  2. Hover your mouse over the Insight Hubs Menu

  3. Select the Take Survey sub menu. The page will redirect you to the Survey List page, where list of all surveys created in Insight Hub will display

  4. To complete a survey click on the edit pencil beside the survey name

  5. The page will redirect you to the Take Survey tab

  6. Fill the survey questions and submit your answer

 

Viewing Survey Answers

  1. Navigate to ionMy Portals

  2. Hover your mouse over the Insights Hub Menu

  3. Select Survey Answers

  4. The page will redirect you to the Survey Answer List page

  5. Select Survey from the survey ddl

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  1. Click the edit pencil icon next to the survey you want to view responses for

  2. The page will redirect you to the Answer Details tab

  3. To view Answer Statistic, click on Answer Statistic tab

  4. A visual representation of survey responses is calculated and presented to you.
             An example below:

 

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Click below to download a copy of the guide:

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