Set Up Your Organization
Folders, Locations, Touchpoints — set it up once and your data organizes itself.
Before you collect feedback, Ombea needs to know where you're collecting it. Set up your structure once — it shapes how data gets filtered, compared, and shared from that point on.
The structure in 10 seconds
Folders hold Locations and Websites. Locations and Websites hold Touchpoints. That's it.
| Building block | What it is | Example |
|---|---|---|
| Folder | A group — never collects data itself | "Europe", "South Region" |
| Location | A physical place | Your Stockholm store |
| Website | A web domain | yoursite.com |
| Touchpoint | A feedback channel at a Location or Website | The tablet at the door |
Start with one Location. Add a Touchpoint, create a Stream, watch data flow in. Add structure later when you actually need it.
Quick setup path
- Create a Location (or Website) with address, timezone, and opening hours. See Organize Your Locations.
- Add Touchpoints inside it — smiley device, survey link, widget. Your account manager provides the Subscription IDs.
- Create a Stream — your survey with questions and logic. Assign it to your Touchpoints. See What Is a Stream?.
- Check the Dashboard — responses appear automatically, grouped by your structure.
Why this matters
The Dashboard filters and compares by your hierarchy. London vs Paris? They need to be separate Locations. All of Europe at once? Group them in a Folder.
Access is tied to Folders and Locations, not Streams. Grant someone a Folder and they see everything inside it. Plan your structure with this in mind.
Leaderboard competitions rank Locations against each other. Your hierarchy determines who competes with whom.
Yes. Moving a Location to a different Folder keeps all historical data intact — it simply appears under the new parent.
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