Getting Started
Set up your account, sign in, and learn the basics.
20 articles
How to start using Macorva EXWelcome! We're excited to help you get started with Macorva EX so you can begin capturing and analyzing actionable employee experience feedback. Our user-
How to start using Macorva CXWelcome! We're excited to help you get started with Macorva CX so you can begin capturing and analyzing actionable customer experience feedback. Our user-
What is Radiant AI?In employee and customer surveys, the natural question is
How do I log into Macorva?Macorva uses magic links, or sign-in links, to provide access. This is more secure than traditional username / password log-ins and integrates user authent
Using SSO / Okta to log inSome companies have single sign-on (for example, Okta) setup for their Macorva accounts. If your company has this option enabled, you may notice that you d
Setting up my org chartConfiguring Macorva's org chart is your first step when implementing both EX and CX plans. With the org chart, employees can see how your organization is s
Does Macorva provide a library of EX survey questions to choose from?Yes, Macorva EX plans include a reference list of 140+ questions written by our IO Psychology team. The library is organized into common areas of interest,
How does Macorva protect anonymity in EX employee surveys?Protecting employee confidentiality is a top priority in Macorva EX surveys. Our platform is built with robust, multi-layered safeguards to ensure employee
Can I include different questions for different departments in the same survey?Yes. Macorva allows you to send a single company-wide survey while customizing specific questions for different departments. Log in to your Macorva admin a
How do I monitor my employee survey after it starts?Once an employee survey is launched, Macorva provides several monitoring tools to help you track progress and boost completion rates. Check out the followi
Are EX employee survey reports generated automatically?Yes. Once an EX survey closes, reports are immediately available in Macorva. Admin users and Survey Previewers can view, segment, and export results as soo
How are EX survey question results calculated?Macorva calculates EX survey question results using a weighted average. Each response option is converted into a percentage value, and then the average acr
Viewing EX employee survey feedback as a managerThe following video will show managers how they can review employee survey results and create action plans using Radiant AI suggestions in Macorva. Subject
Types of customer surveysMacorva makes it easy to capture meaningful feedback across many areas of the customer journey. Surveys can be tailored to include one or more of the follo
What channels can I use to send surveys to customers?With Macorva CX, you can send surveys directly to customers via: Email – Send surveys directly to a customer’s inbox for quick access. Text Message / SMS
How do I create my first customer survey?Users with survey management permissions can easily create and customize surveys. This guide will walk you through the process from start to finish. Start
General configuration pageThe general configuration page allows organizations to change their name, cx survey interval, access various action planning reports, and CX opt-out repor
How to change institution nameTo access general configuration options, navigate to Configure > General Institution This is where you can edit your institution name, CX survey interva
CX Opt-out reportsThe CX Opt-Out Reports allow you to view which customers have chosen not to receive communications from Macorva. Two types of reports are available: CX Ema
Action planning reportsMacorva allows you to download various reports with information about action planning items. To access these reports, navigate to Configure > General Re