How Do I Use Method Builder?

Using Method Builder is easy! As part of Methodify’s robust permissions and governance, this feature is only available to Advanced Users. If you aren’t already an Advanced User, just reach out to your Account Manager to have your status changed.

From there, the process is simple:

1. Login to Methodify and navigate to “My methods.”
2. Select “Build a repeatable method.”
3. Give your template a name that will be easily searched and understood by your team. Include a description for extra detail.
4. Add a Sample. Use one of our existing audience templates, one of your existing templates, or create a brand new one for this method.
5. Add a Survey. Choose from any of our templated surveys, one from your library, or build one from scratch.
6. Select who in your organization you would like to have access to your method.
7. Now anyone who has access can start new projects using it!

You’ll now find your method listed under the “My methods” tab. You can edit your method at any time if your process or criteria shift and evolve.