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DNA App Guide
Learn how to navigate and use the DNA Behavior app to unlock personality insights and improve client engagement. See the app guide.
Integrations
- Zapier: Streamline Behavioral Workflows with DNA Behavior's Integration with Zapier
- Zapier: Mapping DNA Behavior Data to Third-party apps via Zapier
- Zapier: Troubleshooting Connection Issues
- Zapier Setup Guide
- Zapier: Integrating with Redtail CRM
- Automate Your Custom Slide Deck with Zapier and Google Slides
- DNA Behavior Integration Guide
- How to Integrate Fidelity Wealthscape℠ with DNA Behavior®
Getting Started and Users
- Filter User List
- What are My Account ID and Account Name?
- How to Get Started
- Migrating to the New DNA Behavior Web App
- Assigning Advisors to Users
- Minimum System Requirements
- Individual and Company Trials
- Using Pre-Seeded Case Studies in Your DNA App Account
- Changing Usernames in the DNA WebApp
- How to Grant DNA Support Login Access to your Account
- How to add or remove named users
- Should I add my client as a Named or Staff User?
- How to Add Participants from External Accounts to Your Account
- How to Add a New User to the DNA Behavior App
- Migrating from Communication DNA to the All-new DNA Web App
- Legacy to New System Features Map
- Navigating Login Links: A Guide to Accessing Your DNA Insights
Reports and Insights
- Comparing Two People
- Generate Participant Reports in the DNA App
- Ways and Methods to Access and Customize Reports & Experiences
- Interpreting Factors and Subfactors in the DNA Web App
- How to Generate a Team Report
- Generating the Factor and Subfactor Report in the DNA App
- How System Users can Share DNA Behavior reports with Non-System Users
- Accessing Archived Legacy PDF Reports
- Reporting with DNA Web App
- How to Download the Sales Talent DNA Report
- Getting Started with the Coaching Report (Beta)
- Viewing Users' Screen (Full-Screen Mode)
- Work Talent Cards Explained
- Financial Behavior Cards Explained
- Natural Behavior Export
- Sorting Cards on the User Page
- The Configurable Financial Behavior Report
- The Configurable Work Talents Report
- Predicted Results
Customization and Settings
- Edit Theme Dashboard
- How to Personalize Colors and Themes on DNA Behavior Platform
- Add your logo to your reports and screens
- Creating, Managing, and Assigning Tags
- Co-branding and Logo Troubleshooting Tips for DNA Web App
- How to Change the Default Toggle for Users and My Team
- Customizing Welcome Screen
- System Labels
Support and Updates
Gene AI
- Behavioral Interview Hiring Questions - Gene AI Prompts
- Client-facing talking scripts - Gene AI Prompts
- Coaching Conversation Topics - Gene AI Prompts
- Navigating Difficult Managerial Conversations- Gene AI Prompts
- Filter Candidates based on Traits with Role Benchmarks - Gene AI Prompts
- Behavioral Identity Facilitation- Gene AI Prompts
- Entrepreneurial Talents- Gene AI Prompts
- Money Conversations - Gene AI Prompts
- Performance Coaching Facilitation- Gene AI Prompts
- Wealth Coaching and Mentoring Facilitation- Gene AI Prompts
- Gene: Your Personalized AI Chatbot for DNA Behavior
- Why Gene May Not Be Working
Discoveries and Digital Scan
- How Digital Scan Works
- How to Use Digital Scan
- Digital Scan for Events Execution Guide
- Request a Bulk Digital Scan for Your Contacts
- Digital Scan: Access, Steps, and Availability Update
- How to Complete the "Company" and "Job Title" Fields Correctly
- Understanding the Nature of Natural Behavior Assessments and Guidelines on Retakes
- What is Digital Scan? Transforming Behavioral Insights with AI
- Logging back in to Complete the Natural Behavior Discovery
- Automated Reminder Emails
- Printable Manual Questions for Natural Behavior
- DNA Natural Behavior Questionnaire in Different Languages
- Legal Text for Disclosures on Self Registration Links and Discovery Process
- Self Registration Links