The Success dashboard is your go-to place for getting started with Simplesat and making the most of your account. It is designed to help you complete essential onboarding tasks and access helpful resources.
What's in the Success dashboard?
Setup guide
The Success dashboard includes a customized onboarding checklist tailored to you based on the information you provided during the onboarding wizard.
🧙♂️ About the onboarding wizard
When you first sign up, the onboarding wizard walks you through a few quick questions about your team, tools, and goals. Your answers help us personalize your setup and show you only the most relevant tasks in your Success dashboard.
You'll find step-by-step guidance across key areas such as:
Feedback (e.g., branding, creating surveys, integrations)
Integrations (connect your tools)
Insights (set up reports and analytics)
Workspace setup (account settings and preferences)
Helpful links and resources
On the right-hand side, you'll find quick links to:
Chat with support
Access documentation
Join the Simplesat Slack community
Check out product updates and feature requests
Learn from guides and success stories
Need help?
If you have any questions while working through the Success dashboard, feel free to reach out to the Simplesat team for help. 🥰