In this article:
Creating your first study
To create a new study simply:
Select 'Create New Study' in your Homepage
Select the Template you wish to use and select 'Next Step'. If you want to create from scratch (without a Template) then just go straight to the 'Next Step' button
Select the Audience Template you wish to use and select 'Next Step'. If you want to create your own audience then just go straight the 'Create Study' button
Duplicating your study
To duplicate your study:
Select the 3-dots
Select 'Duplicate Study'
You're done!
Navigating Create Mode
Let’s take a look at all of the functions within Create mode.
Top Ribbon:
1. Study Name: this is the name of the study that you are currently working on. You can click the arrow button to return to see all your studies.
2. Create > Launch > Report: Navigates from building your study to creating your audience and launching through to seeing the results of your study.
3. Additional Language: If your study is to launch in multiple languages, select the language from the drop down list to view/edit your study in that language.
4. Preview icon: Preview your study and audiences from a respondents point of view in either mobile or desktop mode. From here, you can also generate a preview test link to share with your team.
5. User Profile: Access to User Menu to review your Account Settings (Account Admins only) and Profile information, plus access the Upsiide Support team and see the Upsiide product roadmap.
Side Pane:
6. Description & Study Tag: Add descriptions and tags to make your studies easier to find and your workspaces organized.
7. Settings cog: Provide guest access to those who'd like to view your study within the 'Access' tab and download Exports/Add study filters within the 'Data' tab.
8. Import & Export: export your study results, download a Doc.x format of your study, or import custom filters into your study
9. Manage Translations: switch to Manage Translations mode to add, edit and delete additional languages in your study. There is no limit on the number of languages that can be added to a study.
Naming your Upsiide study
To name your study, type in your new study name in the top left corner of your Upsiide study.
Navigating your Upsiide Homepage
Let’s look at how you can find studies and support using the Upsiide Homepage.
Smart Search
With Smart Search you can search inside your studies, it will show:
Studies named with the keyword
Ideas with the keyword
Questions including the keyword
Templates
With Templates you can see all your own templates alongside templates designed by our research experts!
Learn all about Templates here
Study Highlights
With Study Highlights you can now see studies that have been worked on recently and filter them by status.
Improved 'All Studies' view
In the 'All Studies' view, you can:
Tag your Studies
Filter by Template, Study Tags, Country, or Language
Toggle between views based on the status of your study
Resources & Inspiration
With our new Resources and Inspiration section you can see all our educational content in Upsiide Academy along with a whole host resources from our blog and help centre.
