Invite
Start a test with LoopNow
If you want to test LoopNow with a small group of colleagues, you can add them manually as an administrator. To do this, you will need their email address, first and last name, and any other user characteristics you want to assign (see below for further information). You can also grant them administrator rights, if necessary.
Note that users are not automatically notified when they are added to the system. They will only receive an email when the first survey is sent and will be asked to enter a password when they log in for the first time.
->> Now add user manually
Add all in the company
To add all of your colleagues to LoopNow, you can start a CSV import or connect LoopNow to your master data system through an interface. Currently, integration with Personio or HRlab is possible. In the "Organization settings" section, you can begin the configuration or upload a CSV file. Even with automatic import, users are not notified that their data has been added to LoopNow. Therefore, you can prepare the upload of user data before sending the first survey.
Note that the naming of the user attributes in LoopNow and the CSV file or your master data system must be identical for the transfer. Please also pay attention to upper and lower case.
If you want to test LoopNow with a small group of colleagues, you can add them manually as an administrator. You will need their email addresses, first and last names. You can also assign other user characteristics (see below for further information) and, if necessary, administrator rights.
Note that users are not automatically notified that they have been added to the system. They will only receive an email when the first survey is sent and will be asked to enter a password once when they log in for the first time.
->> Start integration or CSV import
->> Template CSV file
Invite all at once
Depending on the number of new colleagues, it may be more efficient to invite them all at once. To do this, go to the top of the user administration page and select "Send invitations."
Use user attributes to filter results
If you want to evaluate survey results at the department, location, or project level, you can assign user attributes in LoopNow. User attributes can be defined by you to align with your company and imported into LoopNow along with other user data, such as email addresses and first and last names. After the survey, results can be evaluated per attribute on the heatmap or profile of the respective group.
Tip: For person-related feedback (e.g., top-down or bottom-up), it's usually necessary to know the direct manager's information. However, for pulse surveys, department, team, or location attributes are more relevant for evaluation.
->> Create user attributes now
Announce the use of LoopNow
Successfully launch LoopNow by being proactive and transparent about the new tool.
->> Pulse Survey Invitation Template
