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Setting up the Idea Screen exercise [video]
Adding ideas in Idea Screen
To add ideas into the idea screen section:
Select Add new section and choose Idea Screen from your drop-down menu.
Title your idea screen section. The reporting dashboard uses the title you give your idea screen. Your participants will not see the name.
In your work area (middle of your screen), select the icon representing how you want people to see your ideas.
Then click ‘Get Started’ if you are wanting to add ideas from scratch or 'Import Ideas from a section' if you are wanting to import existing ideas from your studies idea library.
You can add your ideas one at a time, add multiple ideas at once, or add existing ideas from your idea library.
Adding Ideas One at a Time
By selecting the New Idea tile, Upsiide will open a new window to populate your idea's information.
Name of your idea. This is the internal name that is shown in Reporting.
The left-hand side of the Idea window is where you will add your idea content. In this example, you will click to add a picture and type in your details.
The right-hand side of your work area allows you to see what the commitment will look like to participants and what tags you have attached to this idea.
To upload stimuli, click on the image and it will bring you to the following page. From here you can add:
New images
Images from your earlier in your study or your from another study in your account
Images from a stock gallery
Video embedded from Youtube or Vimeo - simply copy and paste the URL of the video (See the FAQ for more info on adding video)
Adding multiple ideas at once
Upsiide will open the 'Add multiple ideas' window by selecting the 'From computer' tile.
Depending on the Idea Screen card style you select, you will be prompted to upload your images and/or text.
Images: drag and drop your files into the image window, or select the files to upload from your computer.
Text: Download the study file CSV file and fill it out accordingly (Step 1). Upload your completed CSV file using the Upload Edited File (Step 2).
Adding Ideas from another section
Adding Ideas from another section is a quick and easy way to add Ideas that you have already used at another point in your study.
You can use feature by:
Selecting 'Another section' from the Import Ideas section, selecting your ideas then clicking 'Import':
Note: Idea Screen is a mobile-first feature - meaning it's optimized for screens on mobile devices (however, it is also desktop friendly).
Video FAQ
Will my video be able to be seen publicly?
Any video that is embedded from Youtube will be available publicly. This is great for testing existing ideas that are already available to the public. Vimeo links can be uploaded as 'unlisted', this will keep them unavailable to find but a direct link will work, which is how Upsiide uses it. You can also customize the video player to remove video title text and other on-screen data.
How will I keep my video confidential?
If you plan to test your innovations through the video embed, ensure you have a confidentiality agreement and name the video such that it won't be found by search engines. These videos will be sharable so it's best to err on the side of caution!
What is the maximum length a video can be?
Videos cannot exceed a length of 3 minutes.
How can I make sure respondents will be able to see video?
We suggest informing respondents in your screener that you will be showing video. This way, you can ensure your respondents are able to stream video and listen to audio. E.g.:
This survey contains video. Please confirm you are able to hear audio on your device and stream video content.
Yes
No [disqualify if chosen]
Using AI to generate ideas - Video
Using AI to generate ideas - Text
To use AI to generate text ideas in Upsiide simply:
Add 'New Section' > 'Idea Screen'
Choose the text layout and 'Get Started'
Select 'Generate with AI'
Select a prompt or type what you're looking to prompt
You can edit or ask the AI to change the answers through normal conversational language or using the prompts in-app
When you're happy with the suggestions simply select 'Use these ideas'
That's all! Your ideas will be added to your Idea Screen
Introducing your Idea Screen exercise to respondents
Before your participants start your Idea Screen exercise, we want to give them instructions on what they are going to see and what they need to do.
Here's some starter text to get you going. You can use this text as is, or you can replace words such as 'ideas' and 'new products' and make it your own.
Where to use the text: Add a Statement section type before your Idea Screen and use the text below.
Sample Idea Screen Intro Text
In the next exercise, we will show you some ideas about a new product that we are considering.
Select the "✓" or swipe right if it's an idea that you're interested in, or select the "X" or swipe left if you are not interested in it.
After all the ideas have been swiped right or left, a few pairs of ideas will be shown to you, and you will be asked to choose one idea from each pair that you are most interested in.
Ready? Let's go!
Determine how to show your idea within Upsiide
The Idea Screen exercise gives you flexibility in how you show participants your ideas. You can use an image only, text only or a combination of image and text.
When you add an Idea Screen exercise to your study, you will be asked to choose how you want people to see your ideas. You must choose the way you want participants to see your ideas before you populate your ideas into your study.
Let’s review each of the ways.
Image Only | Show the image only to participants.
This display is typically used to evaluate easy-to-communicate ideas such as a new packaging look. | Text Only | Show text only to participants.
This display is typically used to evaluate easy-to-communicate ideas such as flavours or product claims. |
Text Over Text
| Shows text over text to participants.
This display is typically used to evaluate an idea name plus its description. | Image and Text
| Shows both an image and text to participants. The image will be shown at the top of the Idea Screen card.
This display is typically used to evaluate different ideas that benefit from showing both an image and text such as new package and product benefits. |
Title (top), Image and Text | Shows multiple fields to provide the participant with all relevant information, including a title, image, text.
This display is typically used for ideas that benefit from showing the name of the idea, a square/horizontal image and a brief description. | Image, Title (middle) and Text | Shows multiple fields to provide the participant with all relevant information, including a title, image, text.
This display is typically used for ideas that benefit from showing the name of the idea, a square/horizontal image and a brief description. |
Image, Title (side) and Text | Shows multiple fields to provide the participant with all relevant information, including a title, image, text.
This display is typically used for ideas that benefit from showing the name of the idea, a vertical image and a brief description. |
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FAQ
Q: Are ideas in the Idea Screen shown in order or are they randomized?
A: The ideas in the Idea Screen are in a completely randomized order.