Set up your organization
Build the structure that powers your reports, permissions, and comparisons.
Before you can collect feedback, you need to tell Ombea where you're collecting it. That means setting up your organization's structure — the places, the websites, and the groups that tie them together. This is a one-time setup that shapes how your data is filtered, compared, and shared.
The Structure
Your account has three building blocks, and they nest like this:
Folders hold Locations and Websites. Locations and Websites hold Touchpoints. That's it.
- A Folder is a grouping container — think "Europe", "South Region", or "Brand X". Folders can contain other folders, so you can nest as deep as your organization needs. They never collect data themselves.
- A Location is a physical place — a store, an office, a clinic. This is where your physical devices and survey links live.
- A Website is a web domain — your customer-facing site, your intranet. This is where your embedded feedback widgets live.
- A Touchpoint is the license that enables one feedback channel at a specific Location or Website. You'll add these when you set up your places.
You don't need to set up everything at once. Start with one Location, add a Touchpoint, create a Stream, and see data flowing. You can always add more structure later.
The Setup Order
Here's the path from a fresh account to live feedback:
- Plan your grouping (optional). If you have multiple sites, decide how to group them — by region, by brand, by department. Each group becomes a Folder. If you only have a few places, skip folders entirely and put everything at the root. See Organize Your Locations.
- Create your places. For each physical site, create a Location with its address, timezone, and opening hours. For each website, create a Website and install the JavaScript snippet. See Organize Your Locations.
- Add Touchpoints to each place. Inside each Location or Website, add the Touchpoints that match how you want to collect feedback — a smiley device at the door, a survey link on the receipt, a widget on the checkout page. Your account manager will provide the Subscription IDs.
- Create a Stream. Now that your places and Touchpoints exist, create a Stream — the actual survey with questions, logic, and design. Assign it to one or more Touchpoints. See Streams overview.
- Check the Dashboard. Once responses start coming in, they appear on your Dashboard, automatically grouped by your hierarchy. The structure you built in steps 1–3 is what makes filtering and comparing possible.
Why the Structure Matters
The hierarchy isn't just admin busywork — it directly affects three things:
Reports and comparisons. The Dashboard lets you filter and compare data by any level of your hierarchy. Want to compare Stockholm vs Gothenburg? They need to be separate Locations. Want to see all of Nordics at once? Group them in a Folder.
Permissions. Access rights are tied to Folders and Locations, not to Streams. Grant someone access to a Folder and they see data from everything inside it. Plan your structure with this in mind.
Gamification. Leaderboard competitions rank Locations against each other. Your hierarchy determines which Locations compete.
Good to Know
Moving a Location to a different Folder doesn't delete its data. Historical responses stay intact — they appear under the new parent in the Dashboard.
A single store might have an ExpressPod by the entrance, an ExpressTab tablet at the service desk, and a QR code survey link on the receipt — three Touchpoints, one Location. Responses from all three flow into the same place in your reports.
You don't need the perfect hierarchy on day one. Start flat, then add Folders when you actually need to group or restrict access. Over-engineering early usually creates more work than it saves.
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