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.

Available Templates

The team at Dig Insights built out templates for a variety of different uses in Upsiide. Below is a list of templates that are all available in the templates tab under Dig Solutions.

Concept Screen- good for screening 5-50 ideas
Concept Assess- good for building a business case for 1-5 ideas
Concept Develop- good for optimizing 3-15 ideas
Claims Screen- good for screening 5-50 claims or messaging
Claims Assess- good for building a business case for 1-5 claims or messaging
Package Screen- good for screening 5-50 packaging ideas
Package Assess- good for building a business case for 1-5 packaging ideas
Package Develop- good for optimizing 3-15 packaging ideas
Menu Screen- good for screening 5-50 food or drink ideas
Menu Assess-good for building a business case for 1-5 food or drink ideas
Flavor Screen- good for screening 5-50 flavor ideas
Feature Screen- good for screening 5-50 feature ideas
Feature Assess- good for building a business case for 1-5 features
Brand Fundamentals- understand how consumers view your brand
Category Fundamentals- understand how consumers view your category
Guest Satisfaction- measure your guest's satisfaction
Employee Satisfaction- measure your employee's satisfaction
Customer Satisfaction- measure your customer's satisfaction
Innovation Tracking for QSR- measure the success of your QSR innovations
Innovation Tracking for CPG- measure the success of your CPG innovations

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.