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This guide is structured to mirror the sections of the Converlens app, providing a clear path through each feature and setting. Feel free to jump straight to the section you need. Learn as you go and access guidance when it’s most relevant to you. You’ll find guidance on the following key areas:

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General

  • Getting set-up with Converlens: Create an account and add team members.
  • Account Status: Understand the meaning of various account messages and their implications.
  • Logging in (including Troubleshooting and SSO): Access your account, troubleshoot issues, and manage SSO options.
  • Navigating Converlens: Find key menus and tools, and understand how projects are organised.

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Areas in the app

  • Projects: View all projects in your workspace and access cross-project capabilities if enabled.
  • Team: Manage or view team members and control permission levels.
  • Pages: Manage and add pages for your workspace or consultation hub, where available.
  • Contacts: Manage stakeholder groups, and view, add, and edit contacts for your workspace.
  • Messages: Coordinate all outbound communications. Draft new emails, manage scheduled sends, and track your messaging activity.

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In a project

  • Build: Everything related to creating and structuring your surveys.
  • Explore: Dive into analysing your data and responses.
  • Chart: Learn how to visualise your data with ease.
  • Present: Discover how to share and showcase your findings.
  • Configure: Access the project settings overlay to adjust project settings, manage team members, edit project tags, and organise data spaces (surveys) within the project.
The guide is continually updated as new features, functions, and fixes are added to the app. If you notice something missing or would like a specific guide on a feature, please let us know via support@converlens.com. Please note that some screenshots and instructions may refer to earlier versions of the application.