Confirmit Learning and Enablement
Confirmit LMS (Learning Management System) is your hub for learning and enablement. Our LMS empowers you with just-in-time micro-learning focused on the jobs and tasks you need to perform now, and we offer it on a modern platform where content is easy to find.
Your first step toward proficiency is to explore your learning path. This curriculum of Essentials courses introduces you to the fundamentals needed to get you up and running with content that is relevant to your needs as an MR, VoC, or VoE professional. So, log in and select the path specific to your role.
E-Learning Courses
Self-Paced, Interactive Courses
Learn at your own pace. Our e-learning courses offer convenience and flexibility without the hassle of travel. Browse the course catalog and choose the web-based interactive course that meets your needs.
Recorded Webinars
Got a few minutes to learn what’s new? Stay on top of the latest developments. Watch and listen as Confirmit experts deliver updates on new product functionality.
Instructor-Led Courses
Public Courses
Attend an instructor-led class in our London or Oslo office and an experienced Confirmit trainer will guide you through a series of hands-on exercises designed to ensure you get the most from your Confirmit software.
Private Courses
Schedule to have an experienced Confirmit instructor conduct training at your site on a date that’s convenient for you. Private courses can be tailored to meet many of your specific needs.
Course Availability
Confirmit e-learning and instructor-led courses are designed to get you up and running quickly so you can focus on the jobs and tasks you need to perform now. Choose the course and learning mode that best meets your needs and schedule.
Survey Authoring Essentials
Build a solid foundation in Confirmit Authoring. This course is designed for beginners. Learn to design, test, and deploy a web survey containing skip logic and answer validation. This course includes an introduction to Reportal.
E-Learning Class Available
SmartHub Essentials
Learn how to create a hub and add multiple data sources to report across multiple surveys. Discover how to map questions from a master survey and understand the steps for granting and revoking permissions to your hub.
E-Learning Class Available
Panel Essentials
Learn how to use Professional Panel and Standard Panel to manage panel data, create a panel and a registration survey, collect and edit profile data, select samples, create various panel rules, and send survey invitations.
E-Learning Class Available
Active Dashboards
Essentials
Learn how to create and share widget-based dashboards tailored to your users' specific needs. Add gauges, tables, and charts to your dashboards to convey real-time data, role-specific data, trends, correlations, and analysis.
E-Learning Class Available
Reportal Essentials
Build a solid foundation in Confirmit Reportal. This course is designed for beginner users. Participants will create a combined data source using Confirmit SmartHub, and then learn to build, preview, and publish a dashboard report with key driver analysis.
Action Management Essentials
Learn how to up an Action Management program. Learn how to define the roles and lists for your workflows and how to use filters to create cases and triggers to assign cases. Create groups to streamline handling of permissions. Watch and monitor the progress of cases and assign due to dates to enforce prompt resolutions.
E-Learning Class Available
Survey Authoring Scripting
Learn how to use a wide variety of J-Scripting (Jscript .NET) functions to enhance functionality. Examples include get and set functions, arithmetic functions, converting data types, and date objects.
Train-the-Trainer
For large clients with ongoing training needs, it can make sense to bring your training in-house. One of our experienced Confirmit trainers will work one-on-one with your trainer, and then observe and critique your trainer’s first training course equivalent to the Survey Authoring Essentials course.
Action Planner Essentials
Create and share initiatives, take action, and link your initiatives to business metrics so your Voice of the Customer and Voice of the Employee programs can produce the highest quality results.
E-Learning Class Available
Reportal Scripting
Leverage Reportal platform functionality: Learn to script tables, charts, and parameters using various J-Scripting (Jscript .NET) functions. Discover how, when, and why to script custom classes. Course content is tailored to your organization’s needs.
Model Builder Essentials
Coming Soon!
- Launch Authoring and access Survey Designer
- Create your first project space
- Develop and test a survey
- Prepare your survey for deployment
- Invite respondents to take your survey
- Export your response data
Survey Authoring Essentials
Build a solid foundation in Confirmit Authoring. This course is designed for beginner users. Learn to design, test, and deploy a web survey containing skip logic and answer validation. This course includes an introduction to Confirmit Reportal. Offered as a self-paced e-learning course.
New York City
San Francisco
Private Class 2019
To schedule a private class, contact your Confirmit account manager to make arrangements.
Private Class 2019
To schedule a private class, contact your Confirmit account manager to make arrangements.
Public Class Schedule 2019
To register for a public class, contact your Confirmit account manager
London
22rd & 23rd January
19th & 20th February
12th & 13th March
9th & 10th April
14th & 15th May
11th & 12th June
9th & 10th July
13th & 14th August
10th & 11th September
8th & 9th October
12th & 13th November
10th & 11th December
Private Class 2019
To schedule a private class, contact your Confirmit account manager to make arrangements.
Public Class Schedule 2019
To register for a public class, contact your Confirmit account manager
Oslo
15th & 16th January
12th & 13th February
12th & 13th March
9th & 10th April
14th & 15th May
4th & 5th June
9th & 10th July
13th & 14th August
10th & 11th September
15th & 16th October
12th & 13th November
10th & 11th December
Panel
Build a solid foundation in Confirmit Panel. This course is designed for beginner users. Learn to design, test, and deploy a web survey containing skip logic and answer validation. Offered as a self-paced e-learning course. Contact your Confirmit account manager if you need access to the Confirmit Learning Management System.
New York City
San Francisco
Private Class 2019
To schedule a private class, contact your Confirmit account manager to make arrangements.
London
Private Class 2019
To schedule a private class, contact your Confirmit account manager to make arrangements.
Oslo
Private Class 2019
To schedule a private class, contact your Confirmit account manager to make arrangements.
- Build a data hub and report across multiple surveys
- Navigate the Reportal template
- Create a Reportal project and generate a topline report
- Configure tables and charts
- Set up drilldown reporting and add filters
- Publish a report and manage an end user list
Reportal Essentials
Build a solid foundation in Confirmit Reportal. This course is designed for beginner users. Participants will create a combined data source using Confirmit SmartHub, and then learn to build, preview, and publish a dashboard report with key driver analysis.
Private Class
To schedule a private class, contact your Confirmit account manager to make arrangements.
Panel Essentials
Learn how to use Professional Panel and Standard Panel to manage panel data, create a panel and a registration survey, collect and edit profile data, select samples, create various panel rules, and send survey invitations.
Private Class
To schedule a private class, contact your Confirmit account manager to make arrangements.
Train-the-Trainer
For large clients with ongoing training needs, it can make sense to bring your training in-house. One of our experienced Confirmit trainers will work one-on-one with your trainer, and then observe and critique your trainer’s first training course equivalent to the Survey Authoring Essentials course.
Private Class
To schedule a private class, contact your Confirmit account manager to make arrangements.
Reportal Scripting
Leverage Reportal platform functionality: Learn to script tables, charts, and parameters using various J-Scripting (Jscript .NET) functions. Discover how, when, and why to script custom classes. Course content is tailored to your organization’s needs.
Private Class
To schedule a private class, contact your Confirmit account manager to make arrangements.
- Understand scripting syntax
- Handle sets and code masks
- Use common functions
- Work with arithmetic functions
- Convert data types
- Raise error messages for response validation
- Use the date object
- Create your own functions
- Handle errors
Survey Authoring Scripting
Learn how to use a wide variety of J-Scripting (Jscript .NET) functions to enhance functionality. Examples include get and set functions, arithmetic functions, converting data types, and date objects. (Prerequisite: Authoring Essentials or equivalent knowledge.)
New York City
San Francisco
Private Class
To schedule a private class, contact your Confirmit account manager to make arrangements.
Private Class 2019
To schedule a private class, contact your Confirmit account manager to make arrangements.
Public Class Schedule 2019
To register for a public class, contact your Confirmit account manager
London
29th February
23rd May
22nd August
21st November
Private Class 2019
To schedule a private class, contact your Confirmit account manager to make arrangements.
Public Class Schedule 2019
To register for a public class, contact your Confirmit account manager
Oslo
26th February
18th June
17th September
17th December
- Use J-Scripting in Reportal to improve your reports
- Explain the different scripts in Reportal and how they can be used
- Use visual components to create dynamic reports that enable viewer interaction
- Introduce functionality that enables report viewers to select
- Which survey and which questions to report on
- Which filters to apply
- Which cross-breaks to do
- Apply settings to tables, charts, and other reporting components
- Use various parameter types
- Script on all Reportal components
- Compile debug, and log scripting code
- Product demonstrations
- Review content covered in Survey Authoring Essentials course
- Review of Survey Authoring Essentials Trainer’s Guide
- Present certain areas of functionality that require additional examples
- Trainee Exercises (TekShop VoC Transactional Survey, Business Travel Hotel Survey, Cable TV Survey, Banking (Account Closure) Survey
- Presentation techniques for: using condition objects to set up complex If statements, using code masking for filtering answer lists, using question masking to hide or show an entire question, using loop
Creating or Accessing a Project
- Navigate in Discovery Analytics
- Explain what Projects are and how they are used
- Create a Project
Creating a Rating Comparison View
- Create a Rating Comparison View
- Apply statistic and date filters
- Apply goal sliders and quick filters
Creating a Trend Analysis View
- Create a Trend Analysis View
- Flow between Trend Analysis and Rating Comparison Views
Creating a Key Driver Analysis View
- Create a Key Driver Analysis View
- Export data from your Views and Project
Creating a Hub and Adding Data Sources
- Access SmartHub and create a new hub
- Find multiple data sources and add them to your hub
- Grant and revoke view or manage-level permission to your hub
Creating a Combined Data Source for Reporting across Multiple Surveys
- Create a combined data source by joining multiple surveys
- Identify a master survey when creating a combined data source for automatic question mapping
- Add questions from a secondary survey into the combined data source
- Map questions manually that do not share a common question ID, but do share common answer codes
Creating a Hierarchy
- Describe the different hierarchy types
- Create a survey-based hierarchy
- Explain how to upload an Excel™ hierarchy
- Describe how to use an existing Horizons hierarchy
Creating a Basic Dashboard
- Set the properties for your dashboard
- Explain how to add widgets to your dashboard
Sharing a Dashboard
- Explain how to share a dashboard with users or nodes
- Describe how to email a dashboard
- Describe the different widgets and their functions
- Describe how to set up each widget
If you already have a Confirmit Learning Management System (LMS) license, click this link to register for this e-learning class.
If you do not, please contact your Confirmit account manager for access.
- Create a panel
- Create panel variables and work with panel variable types
- Create a panel update profile survey
- Create a panel portal
- Grant access to your panel to other Confirmit users within your organization
- Manage panel data
- Define aggregate variables
- Explain scheduled data manipulations to store info not collected in survey
- Create a sample job
- Define roles and lists for your AM program
- Work with data fields and email templates
- Define workflows in your AM program
- Use filters to create cases in your AM program
- Use triggers to tie overall workflow together
- Make changes and manage cases
- Grant and deny permissions
- Translate the AM interface for you users
- Enabling participation
- Tracking initiatives against business metrics
- Keeping track of roles and responsibilities
- Taking actions and tracking them
- Creating an initiative
- Adding an action
- Assigning an action owner to an action
- Closing an initiative