General settings and branding

On the Customer Settings page, the General Settings tab contains basic customizable information that applies to your organization as a whole.

The Branding tab allows you to customize the display of surveys with your company logo and social media links.

This article will walk through the process of configuring organizational settings on the General Settings and Branding tabs.

General Settings Tab

image of the General Settings tab
  • Customer Name: Enter a name for your organization. We recommend using your official company name, since this value is used by default in a few customer-facing locations. The Customer Name will be displayed to customers and users in the following ways by default:
  1. The tab name in a web browser (for web surveys)
  2. Several places in an email (for email surveys)
  3. In the top-right corner of the user interface (if Show Customer Name on Title Bar is On)
image of a company name in UI		image of a company name in a web browserimage of a company name in an email

Refer to the article on Email & web to learn how to override the use of the Customer Name setting.

  • Show Customer Name on Title Bar: Toggle the switch On to display the Customer Name in the title bar of the Mindful Feedback UI.
  • Show Interaction Phone Numbers to Agents: Toggle the switch On to allow users with the agent role to view the phone number attribute when viewing survey details.
  • Reporting Grouping Keys: Select any number of survey attributes to be used to optionally group some reporting data by the selected attributes. Some charts on the Dashboard page can be viewed with the data grouped by a common survey attribute (for example, Product or Billing). You can use the Grouped By dropdown menu on the Dashboard to determine which survey attributes to use when grouping survey responses.
Important:

Only attributes with low cardinality can be used as Grouping Keys. This means the attribute must have less than 150 unique values over the last six weeks.

For example, a key such as AccountNumber, which is unique for each respondent, would have high cardinality (more than 150 values in six weeks). Such a key would not be available to select in the Reporting Grouping Keys field.

If you need to use an attribute with high cardinality as a Reporting Grouping Key, contact the Mindful Support team.

  • Week Start Day: Select Sunday or Monday to determine how days of the week are ordered in the calendar used to schedule survey interactions. This also helps to define the Last Week option when filtering Dashboard and Interaction Details data.
  • Default Interaction Language: Select a language to use as a default for the Respondent Language/Dialect field when creating new interactions. This default can be changed for individual surveys and interactions, as needed.

Branding Tab

Upload a Logo File: Upload a logo to be displayed on the title bar of the user interface, if desired. The same logo will be used in web and email surveys by default (which you can override at Surveys > Your Survey > Email & Web tab).

Tip: We recommend using an image with a transparent background for the best results.

Social Links: Enter URLs for your company's presence on popular social networks, if desired. You can then configure email surveys to display these links in the email footer (Surveys > Your Survey > Email & Web tab).

image of the Branding tab