Applicant User Guide

User Guide

This page shows users how to start the form, choose the correct awards pillar, move through the pages, and submit their application with confidence.

Start See the first screens before opening the form

3 Clear paths for the three award pillars

Live Uses real screenshots from the current project

Simple Focused on how to apply, not how to write the entry

Start Here

What Users Do First

Every applicant begins with the same opening screens before the form branches into the selected pillar.

Open The Start Page Click the main start button to begin the application journey.

Enter Organisation Details Fill in the shared organisation and contact information first.

Select One Awards Pillar Choose Title Awards, Individual Excellence Awards, or AI Innovation Awards.

Follow The Matching Path The next screens change depending on the pillar and category selected.

Quick Journey

How The Application Moves

1

Start The Form Begin from the landing screen and move to the shared details page.
2

Complete Shared Details Enter the organisation name, country, industry, website, and contact details.
3

Choose The Pillar The form opens the correct route based on the pillar selected.
4

Complete The Pillar Pages Follow the steps shown for your pillar and category until the last page.
5

Upload Files And Submit Add supporting files where needed, then review the form and submit.

Saving Your Progress (Draft Save)

The form lets users save progress at any point after the welcome screen. This avoids losing work if the user needs to pause and return later.

Save Draft (Browser) Saves progress in the current browser so the user can continue later on the same device using Resume Saved Draft.

Save Draft (Email Link) If the user has entered a valid email address, Save Draft will also send a secure resume link so they can continue on another device or in another browser.

Resume Saved Draft Restores the latest saved progress from this browser. The button appears only when a saved draft is available.

Resume From Email Open the resume link from the draft email to continue exactly where the user left off.

Helpful Tips

1

Save after uploads Uploaded files are stored as part of the submission and the draft saves references to them. Saving after uploading ensures they appear when the user resumes.
2

Check spam/junk for the resume email If the resume email is not in the inbox, search for “INSIGHTS Awards 2026 – Your draft has been saved” and mark it as not spam.
3

Keep the link private The resume link allows anyone who has it to access the saved draft, so it should not be forwarded publicly.

Opening Screens Users Will See

These are the first shared screens before the form branches into a specific pillar.

Start page of the awards form — **Start Page** This is where users begin the application.

Organisation details page — **Organisation Details** Users complete the shared company and contact information here.

Awards pillar selection page — **Select One Awards Pillar** Users choose which path they want to apply for.

Title Awards

Choose The Category, Then Follow The Title Awards Steps

Title Awards are for organisation-level entries. Users first choose one category, then move through the related pages until they reach the final submission stage.

Select One Category Organisation Pages Category-Based Flow Uploads Included

What Users Should Expect

The first Title Awards screen is the category selection page.
After that, the form shows the main Title Awards page with the required sections for the selected category.
For Captive categories, users can optionally ask to be considered for Call Centre Manager of The Year.
CX Company Of The Year follows a special route after the opening Title Awards page.
For CX Company Of The Year, users can optionally ask to be considered for CX Manager of The Year.
Some users will also reach the Abandoned Calls Data page later in the journey.

How Users Apply In This Pillar

1

Select Your Category Choose the one Title Awards category you want to apply for.
2

Complete The Main Title Awards Page Fill in the organisation information and any sections shown for the chosen category.
3

Continue Through The Next Pages Use Continue to move through the pages that belong to your category route.
4

Add Files Where Needed Upload supporting files in the sections that include upload areas.
5

Review And Submit Check the required fields, then continue until the form is ready to submit.

Helpful Notes For Users

Category First

Users should choose the correct category first because the next Title Awards pages depend on that selection.

Call Centre Manager Of The Year

If a Captive category is selected, the main Title Awards page includes a yes/no choice asking if the submission should also be considered for Call Centre Manager of The Year. If selected, the submission is treated as applying for both categories.

CX Company Of The Year

This category starts from the same Title Awards entry point, then continues into its own CX-specific pages after the opening page.

CX Manager Of The Year

When CX Company Of The Year is selected, the main Title Awards page includes a yes/no choice asking if the submission should also be considered for CX Manager of The Year. If selected, the submission is treated as applying for both categories.

Abandoned Calls Data

If the Abandoned Calls Data page appears, users should complete it before moving to the final submission stage.

Title Awards Screens

These screenshots show the main entry points users see in the Title Awards route.

Title Awards category selection page — **Select Your Category** Users choose their Title Awards category here.

Main Title Awards page — **Main Title Awards Page** After category selection, the user continues through the main application pages.

Abandoned Calls Data page — **Abandoned Calls Data** Some routes include this page later in the application flow.

Individual Excellence Awards

Choose Categories, Complete Nominee Details, Then Finish The Form

This pillar is for individual applicants. Users can choose one or more categories, then continue through nominee details, achievements, testimonials, and supporting evidence.

Choose One Or More Nominee Details Achievements Supporting Evidence

How Users Apply In This Pillar

1

Select Categories Choose one or more Individual Excellence categories to enter.
2

Complete Nominee + Context Fill in the nominee information, role details, and context pages.
3

Finish Achievements Complete the achievements section, adding the next achievement blocks where needed.
4

Add Testimonials Continue through the testimonial step before reaching the final evidence area.
5

Upload Supporting Evidence Add files or links in the final evidence section, then continue to submit.

Helpful Notes For Users

More Than One Category

Users can choose more than one category on the first page of this pillar.

Adding More Achievements

The achievements section starts with the first blocks visible, and users can reveal the next one by clicking Add another achievement.

Final Evidence Page

The last step includes supporting evidence, so users can attach files before submission.

Individual Excellence Screens

These screenshots show the main screens users move through in this pillar.

Individual Excellence category selection page — **Select Categories** Users choose one or more categories here.

Individual Excellence nominee and context page — **Nominee + Context** This page collects the nominee and role information.

Individual Excellence supporting evidence page — **Supporting Evidence** Users can add final files and links before submission.

AI Innovation Awards

Choose Categories, Add Initiative Details, Then Continue To Outcomes

This pillar is for AI initiatives. Users select one or more categories, complete the initiative details, then continue through the later pages until submission.

Choose One Or More Initiative Profile Later Outcome Pages Final Submission

How Users Apply In This Pillar

1

Select Categories Choose one or more AI Innovation categories on the first page.
2

Complete Initiative Profile + Context Fill in the initiative details before moving to the next application pages.
3

Continue Through The AI Pages Use Continue to move through the remaining questions and required sections.
4

Add Files Where Needed Upload supporting files if the later steps include upload areas.
5

Review And Submit Check the required fields and continue until the final submission step.

Helpful Notes For Users

More Than One Category

Users can select more than one AI Innovation category on the first page.

Initiative Page First

After category selection, users should expect the Initiative Profile + Context page early in the route.

Continue Through The Remaining Pages

The later pages depend on the flow, so users should simply continue step by step until they reach the final submission area.

AI Innovation Screens

These screenshots show the first main screens users see in this pillar.

AI Innovation category selection page — **Select Categories** Users choose one or more AI Innovation categories here.

Initiative Profile + Context This is the next key page after category selection.

Simple Applicant Guide

This page is now focused on how users start and move through the form. It stays separate from the more detailed submission-writing guide you copied for later use.