How to share insights

Improve decision-making in your organization by sharing customer insights, highlight reels and studies with team members.

Niclas Nielsen avatar
Written by Niclas Nielsen
Updated over a week ago

Share an insight

You can invite team members to insights by using the Share feature. Recipients will receive an email with a link and a comment from you.

Note: You can only share insights with members of your account. Reach out to your account manager if you need to add members to your account.

  1. Open an Insight from a study or the main Insights page.

  2. Click Share insight in the header.

  3. Type the name of the user(s)

  4. Optional: Add a Message - your message will be included in the email

  5. Click Send

Your recipients will receive an email with a link to the insight along with the message you provided.

Share a study

You can invite team members to a study.

Note: You can only share studies with members of your account. Reach out to your account manager if you need to add members to your account.

  1. Open a Study from the Projects page.

  2. Click Share study in the header.

  3. Type the name of the user(s)

  4. Optional: Add a Message - your message will be included in the email

  5. Click Send

Your recipients will receive an email with a link to the study along with the message you provided.

Share a highlight reel

Share a direct link to a highlight reel of customer quotes and observations.

Note: Only members of your account will be able to access the highlight reel. Reach out to your account manager if you need to add members to your account.

  1. Open a Study from the Projects page.

  2. Click the blue play-icon int the header to open all snippets in a highlight reel

  3. Click Share with link in the top right of the screen.

  4. Note: A direct link is copied to your clipboard

  5. Paste the link in message, presentation or email to share it with team members

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