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Add A New Campaign

Add A New Campaign

You can't create a new campaign when there is an existing active campaign.

Add/Delete Department




Send Reminder

Please confirm that you would like to resend invitations to the people who have not yet responded.

User Delete Confirmation

NOTE: Deleting a user from the user table is not enough because it creates orphaned records in the email and campaigns table (and in some cases orphaned 'read-only records in the user table'). When orphaned records exist in the database, a future user can no longer register under that userid and will get a error that the userid already exists. This function removes the main user record plus deletes all orphaned records owned by that userid.

Please confirm that you would like to delete user

User Transfer Confirmation

Transfering ownership means changing the userid that 'owns' the database records to the new user. This will be done for campaigns, campaign emails, survey results, and the user records including the admin-link of other user records. It is like performing a search/replace to the database.

Please confirm that you would like to transfer user

Send Invitations

Ready to send?

Delete Sub-User

Please confirm deletion of sub-user .

Delete Department

You are about to delete the department . Please understand that this action will deleted the associate department email records seen in the list below.

Please confirm deletion of department .

Edit Department

Edit User Privileges for

Preview CSV

Validation Failed!
Please upload only files that have a .csv extension. Spreadsheets are not valid files.

Email First Name Last Name Role #

Edit Campaign

Edit Contact

Delete Campaign

Please confirm deletion of campaign . This action cannot be reversed and you will lose all survey data. Emails associated with this campaign will not be deleted.

Stop Campaign

Please confirm ending and deleting campaign .

Extend Campaign

Extend campaign by days.

Deactivate Email

Please confirm making email inactive.

Resend Email

Please confirm resending of email

Resend Results Email

Please confirm resending of campaign results.

Reactivate User

Please confirm the reactivation of email

Share Report

Please add another Admin or View-Only User" before attempting to share your results.

Outliers Outside Standard Deviation

Question

Email First Name Last Name Role # Department Score

Email Records

Email First Name Last Name Role # Department

User Report

Survey Results For Contact

Multiple Accounts Selection

The email address you used to login is associated with more than 1 account. Please select the account you want to use:

Onboarding Wizard - Welcome To The Organization Checkup Portal

Before you can do any actions, you'll need to create a new campaign. Please enter a campaign name:

Onboarding Wizard - Welcome To The Organization Checkup Portal

Before you can send out Organization Checkup Survey Invites, you'll need to add or upload emails.

Forgot Password

Please enter your email and a password recovery link will be sent.

Change Password

Please enter your email and a password recovery link will be sent.

No Campaign Results

There are no responses or results associated with this expired campaign. You can delete this empty campaign by selecting the Trash icon.

No Report Results

This person has not yet responded to this Organizational Checkup campaign so there are no results to view.

Sample Invitation

Dear [FirstName],

You’re invited to complete a quick 20-question Organizational Checkup™ to help us assess the strength of [Company Name].

The results will help us find the gaps between where we are and where we want to go, so we can address issues and enjoy the journey more!

Please consider the following when completing this checkup:

  • Please set aside 10-15 minutes to complete the Organizational Checkup™ from start to finish
  • Answer the questions honestly - the idea is to identify what’s working and what’s not working, so there is no "right" answer
  • Click the NEXT button after you answer each question
  • Don’t forget to click the SUBMIT button at the end

Please submit your response by: [Deadline]

Complete Checkup Now

Thanks,

[CEO or Integrator Name]

The Organizational Checkup™ is a service of EOS Worldwide. Learn more about The Entrepreneurial Operating System® (EOS) at http://eosworldwide.com.

Sample Reminder

Dear [FirstName],

A few days ago, [Admin FirstName] [Admin LastName] invited you to complete a quick 20-question Organizational Checkup™ to help assess the strength of [Company Name]. To date we have not yet received your response.

As a reminder, the results will help our company find the gaps between where we are and where we want to go, so we can address issues and enjoy the journey more!

Please consider the following when completing this checkup:

  • Please set aside 10-15 minutes to complete the Organizational Checkup™ from start to finish
  • Answer the questions honestly - the idea is to identify what’s working and what’s not working, so there is no "right" answer
  • Click the NEXT button after you answer each question
  • Don’t forget to click the SUBMIT button at the end

Please submit your response by: [Deadline] and address any questions to [Admin FirstName] [Admin LastName] [Admin EmailAddress]

Complete Checkup Now

Thanks,

[CEO or Integrator Name]

The Organizational Checkup™ is a service of EOS Worldwide. Learn more about The Entrepreneurial Operating System® (EOS) at http://eosworldwide.com.