# CloseAlert Help Center

> Help center for CloseAlert

## CloseAlert Academy onboarding

- [Navigation & the basics \[video\]](http://help.closealert.com/en/articles/1859183-navigation-the-basics-video.md): Academy tutorial 1/ 8. Time to complete: 1:38 mins.
- [Create a new form \[video\]](http://help.closealert.com/en/articles/2477256-create-a-new-form-video.md): Academy Tutorial 2/ 8. Time to complete: 1:49 mins.
- [Build your form \[video\]](http://help.closealert.com/en/articles/2162157-build-your-form-video.md): Academy tutorial 3/ 8. Time to complete: 3:41 mins.
- [Form settings \[video\]](http://help.closealert.com/en/articles/2479725-form-settings-video.md): Academy tutorial 4/ 8. Time to complete: 1:41 mins
- [Form settings: automated follow-up \[video\]](http://help.closealert.com/en/articles/2482797-form-settings-automated-follow-up-video.md): Academy tutorial 4a/ 8. Time to complete: 1:10 mins.
- [Test, implement & launch your form \[video\]](http://help.closealert.com/en/articles/2483185-test-implement-launch-your-form-video.md): Tutorial video 5/ 8. Time to complete: 2:36 mins.
- [Removing test results \[video\]](http://help.closealert.com/en/articles/1859227-removing-test-results-video.md): Tutorial video 6/ 8. Time to complete: 1:44 mins.
- [View results and add folders \[video\]](http://help.closealert.com/en/articles/1859235-view-results-and-add-folders-video.md): Tutorial video 7/ 8. Time to complete: 2:47 mins
- [View and manage detailed results \[video\]](http://help.closealert.com/en/articles/2515592-view-and-manage-detailed-results-video.md): Tutorial video 8/ 8. Time to complete: 2:23 mins.

## Getting Started

- [What is CloseAlert?](http://help.closealert.com/en/articles/423420-what-is-closealert.md)

## Form Creation

- [Duplicate a form](http://help.closealert.com/en/articles/2728711-duplicate-a-form.md): One-click to recreate an existing CloseAlert form including its specific settings, logic, and text.
- [Search specific Forms](http://help.closealert.com/en/articles/1786612-search-specific-forms.md)
- [How to create a Form?](http://help.closealert.com/en/articles/2477266-how-to-create-a-form.md): Build and edit a feedback form that can be implemented in your email
- [Use a form template](http://help.closealert.com/en/articles/1213783-use-a-form-template.md): Start your form from a template or start from scratch with a custom form
- [How to Write Questions and Answers](http://help.closealert.com/en/articles/2135900-how-to-write-questions-and-answers.md): A description of different question types that can be used in the form
- [Add questions and skip logic to your form](http://help.closealert.com/en/articles/2161920-add-questions-and-skip-logic-to-your-form.md): How to add more questions and make questions depending on answers
- [Making questions required\*](http://help.closealert.com/en/articles/771676-making-questions-required.md)
- [Question settings](http://help.closealert.com/en/articles/2161912-question-settings.md): Making questions required and change rating labels and scale base
- [Edit an existing form \(with responses\)](http://help.closealert.com/en/articles/2161924-edit-an-existing-form-with-responses.md): Options for changing a form after it has been used in an email and consequently generated feedback
- [Explaining the four use-cases](http://help.closealert.com/en/articles/1213767-explaining-the-four-use-cases.md): What are the differences between email satisfaction, in-email content, customer journeys, and relationships? When should you use each?
- [Email satisfaction](http://help.closealert.com/en/articles/1213770-email-satisfaction.md): Explaining the use of an email satisfaction form
- [In-email content](http://help.closealert.com/en/articles/1566688-in-email-content.md): Use an In-email content form to get feedback about a content block
- [Customer Journeys](http://help.closealert.com/en/articles/1566695-customer-journeys.md): Explaining the use of a customer journey form
- [Customer relationships](http://help.closealert.com/en/articles/1566694-customer-relationships.md): Explaining the use of a customer relationship form
- [Add Text to your Form](http://help.closealert.com/en/articles/3271296-add-text-to-your-form.md): Create extra context to your questions by adding text to your form
- [Question type: Rating](http://help.closealert.com/en/articles/2162132-question-type-rating.md): How Rating works and when you should use it
- [Question type: Customer Effort Score \(CES\)](http://help.closealert.com/en/articles/2162137-question-type-customer-effort-score-ces.md): How the CES works and when you should use it
- [Question type: NPS-R](http://help.closealert.com/en/articles/2162142-question-type-nps-r.md): How NPS-R works and when you should use it
- [Question type: NPS-T](http://help.closealert.com/en/articles/2162148-question-type-nps-t.md): How NPS-T works and when you should use it
- [Question type: Multiple Choice](http://help.closealert.com/en/articles/2162150-question-type-multiple-choice.md): How to set up a Multiple Choice Question, how to use Single and Multiple answers, and how to add an 'Other' option
- [Question type: Sentiment](http://help.closealert.com/en/articles/2162151-question-type-sentiment.md): How a Sentiment Question Works and When You Should Use It
- [Question type: Comment](http://help.closealert.com/en/articles/2162156-question-type-comment.md): How a Comment Question Works and When to Use It
- [Question type: Form](http://help.closealert.com/en/articles/2162158-question-type-form.md): Collect Customer Information such as Email Address, Phone Number or Residential Address
- [Form settings](http://help.closealert.com/en/articles/729243-form-settings.md): Edit the form name, default texts, and error messages. Edit the branding, include a statement or form specific privacy policy.
- [Form specific privacy policy](http://help.closealert.com/en/articles/1664388-form-specific-privacy-policy.md): Include a privacy policy on the form that differs from the general privacy policy set project-wide
- [Create a Redirect After Giving Feedback](http://help.closealert.com/en/articles/729249-create-a-redirect-after-giving-feedback.md)
- [Set-up an automated redirect to a thank you page](http://help.closealert.com/en/articles/2423173-set-up-an-automated-redirect-to-a-thank-you-page.md): Let your respondent skip the feedback form when your form contains only one question
- [Create Customizable Thank You Pages](http://help.closealert.com/en/articles/2564446-create-customizable-thank-you-pages.md): Add multiple thank you pages and redirect the respondent to a page based on answers given

## Form Implementation

- [Share a link to your Feedback Form](http://help.closealert.com/en/articles/1673350-share-a-link-to-your-feedback-form.md): Collect feedback through a customer journeys or relationships form via another channel than email
- [Preview & Test your Form](http://help.closealert.com/en/articles/2483260-preview-test-your-form.md): Always Check Your Form before Implementing
- [Implement your form](http://help.closealert.com/en/articles/2483228-implement-your-form.md): How to implement a standard or custom widget into your email

## Results

- [How the NPS, CES, Sentiment and Rating Score are calculated](http://help.closealert.com/en/articles/447422-how-the-nps-ces-sentiment-and-rating-score-are-calculated.md): Calculation of the different scores in CloseAlert
- [View Multiple Choice Results](http://help.closealert.com/en/articles/2889321-view-multiple-choice-results.md): Single answers and Multiple answers and the Multiple Choice export
- [View Results in a Specific Date Range](http://help.closealert.com/en/articles/2216285-view-results-in-a-specific-date-range.md): Use the Date Picker on your Results page or for Campaign specific Results
- [Top 10 Keywords](http://help.closealert.com/en/articles/441499-top-10-keywords.md): How the Selection of Keywords Works
- [Sorting](http://help.closealert.com/en/articles/2980164-sorting.md): Sort your results and forms by name, date, amount of responses or score
- [Search for Emails or Forms](http://help.closealert.com/en/articles/767928-search-for-emails-or-forms.md)
- [How to view your Email satisfaction results](http://help.closealert.com/en/articles/2216300-how-to-view-your-email-satisfaction-results.md): Looking at the Results of your Emails
- [How to view your In-email content results](http://help.closealert.com/en/articles/2216303-how-to-view-your-in-email-content-results.md)
- [How to view your Customer journeys results](http://help.closealert.com/en/articles/2216306-how-to-view-your-customer-journeys-results.md)
- [How to view your Customer relationships results](http://help.closealert.com/en/articles/2216312-how-to-view-your-customer-relationships-results.md)
- [Manage your results with folders](http://help.closealert.com/en/articles/1593339-manage-your-results-with-folders.md): Compare results by making use of folders, explaining folder stats
- [Automatically move emails into the right folders with folder rules](http://help.closealert.com/en/articles/2960324-automatically-move-emails-into-the-right-folders-with-folder-rules.md): Save time moving emails into folders manually by setting up folder rules
- [Delete Results](http://help.closealert.com/en/articles/2240685-delete-results.md): How to manually remove responses in bulk or individually
- [Manually Export Results to Excel](http://help.closealert.com/en/articles/767925-manually-export-results-to-excel.md): Learn how to manually export results per campaign, folder or of all results
- [Manually forward comments to act on individual feedback messages](http://help.closealert.com/en/articles/3046244-manually-forward-comments-to-act-on-individual-feedback-messages.md)

## Act and Follow-up on feedback

- [Set up a Follow-up Notification](http://help.closealert.com/en/articles/3411543-set-up-a-follow-up-notification.md): Set up a follow-up notification to one or multiple email addresses

## Using Merge Tags

- [The Basics of Merge Tags \(also known as Personalization or Data Tags\)](http://help.closealert.com/en/articles/728883-the-basics-of-merge-tags-also-known-as-personalization-or-data-tags.md): How CloseAlert retrieves data from your ESP and links it to your feedback results

## Personal Settings

- [Change your Personal Settings](http://help.closealert.com/en/articles/2090126-change-your-personal-settings.md): How to Change Your Avatar, Name, Email address, Password and En-/Disable Two factor authentication

## Project Settings

- [Invite Additional Users to CloseAlert](http://help.closealert.com/en/articles/728970-invite-additional-users-to-closealert.md): How to add and manage users, roles and permissions
- [How to delete a User](http://help.closealert.com/en/articles/777102-how-to-delete-a-user.md): Deleting a User from the CloseAlert Dashboard
- [User Roles and Permissions](http://help.closealert.com/en/articles/777095-user-roles-and-permissions.md): Manage Roles and Permissions
- [Add branding and create several branding templates](http://help.closealert.com/en/articles/2285290-add-branding-and-create-several-branding-templates.md): Explaining how to create multiple templates, add a logo, change color, add background images and change the font type
- [Manage ESP settings](http://help.closealert.com/en/articles/1522195-manage-esp-settings.md): Where to manage ESP merge tags, HTTPS or HTTP connection and Iframe settings
- [Manage merge tags](http://help.closealert.com/en/articles/1544432-manage-merge-tags.md): Explaining standard merge tags in use, how to set the correct merge tags for your ESP, and remove unwanted merge tags
- [Disable or enable HTTPS](http://help.closealert.com/en/articles/1544540-disable-or-enable-https.md): How to manage the HTTP or HTTP\(S\) URL for the CloseAlert form
- [Managing Iframe](http://help.closealert.com/en/articles/1544571-managing-iframe.md): How to dis- or enable Iframe and why should you want to?
- [Add merge tags](http://help.closealert.com/en/articles/1544561-add-merge-tags.md): How you can send along available data from your ESP to your customer feedback results in CloseAlert
- [Add a Tripolis Integration](http://help.closealert.com/en/articles/729018-add-a-tripolis-integration.md)
- [Setup an SFTP Export](http://help.closealert.com/en/articles/2564679-setup-an-sftp-export.md): Learn how to setup automated data exports for CloseAlert results via FTP/SFTP on one or all forms
- [Setting a privacy policy](http://help.closealert.com/en/articles/1664111-setting-a-privacy-policy.md): Include a privacy policy on all forms explaining whether the feedback is anonymous and what the data is used for
- [Set your PII Data Retention Policy](http://help.closealert.com/en/articles/1715942-set-your-pii-data-retention-policy.md): Set a time frame for keeping PII \(Personal Identifiable Information\) data stored on the CloseAlert servers
- [Reporting API](http://help.closealert.com/en/articles/2643530-reporting-api.md): Automatically import your CloseAlert feedback responses
- [Add whitelisted domains](http://help.closealert.com/en/articles/5919509-add-whitelisted-domains.md): Whitelist specific domain names which you are using in your feedbackforms

## Technical considerations

- [Prevent duplicates](http://help.closealert.com/en/articles/1329988-prevent-duplicates.md): Explaining the measures in place to prevent duplicate feedback submission, such as the use of temporary cookies

## Security

- [CloseAlert and Apache Log4j2](http://help.closealert.com/en/articles/5810091-closealert-and-apache-log4j2.md)
- [CloseAlert's Sub processors](http://help.closealert.com/en/articles/1722835-closealert-s-sub-processors.md): Who sub process CloseAlert's PII?