In this article:
How to use Templates in Upsiide
Templates make it easy for you and your team to create study templates, save them, and re-use them repeatedly. Essentially, a Template is a starting point for your study.
Why use a Template?
Do you have set demographic questions or standard questions you use in your studies? If so, Templates can help you to populate a study with these questions quickly. You will spend less time looking for your standard questions and authoring your study and more reviewing your results with your team.
How do I use a Template?
Create a Template to be the base of your study. You can have multiple Templates depending on the types of studies you conduct within Upsiide. A little up-front work now will pay off later!
When it's time to create a study, select create from Template. You can add and delete questions from your Template to address your research objectives.
What can I add to a Template?
Templates can contain:
Statements
Questions (single-select, multi-select and open-end)
Idea Screen
Idea Split
Settings
Logic
Permissions
Introducing Concept Screen, Develop, and Assess Templates
Dig Solutions Templates are useful when you are looking to create multiple surveys with similar designs. Now, we have the capability to streamline your research process even further with Upsiide's Recommended Blueprints.
Why Dig Solutions Templates?
With these Templates, you can optimize the process and spend less time looking for your standard questions and authoring your study. Dig Solutions Templates provide standardized methodologies to enable you to field quality research through Upsiide.
We have multiple Dig Solutions Templates, an example of this is our three Recommended Templates for specific stages of your product innovation process:
Concept Screen is designed to help identify products with the highest potential and is best suited for the earliest stage of the innovation process. Here is where you can test and screen a large number of ideas for the initial impression among a broad audience set.
Concept Develop is designed to help identify products that merit further investment and are a good fit for the mid-point of your innovation journey. Here is where you can zero in on a shorter set of ideas and probe with more detail on their appeal and interest.
Concept Assess is designed to help identify products that can succeed in the market and looks at an even more precise set of ideas to gauge their prospective in-market performance.
Creating a study from a Template
To create a study using a Template:
Click ‘Create New Study’
Next, in the ‘Select Study Template' page:
Select the Template you'd like to use from the list
Select 'Next Step
You can then select an Audience Template and select 'Create Study', if you want to create your audience from scratch you can simply select 'Create Study' with no Audience Template selected.
Your study will be available in ‘Create’ for you to add your ideas and make additions/deletions/edits needed before launching your study.
Tip: Be sure to update the name of the study (indicated in red below) to make it easy to find in your account.
