Configuring a project

 

Not yet followed by anyoneMethodify easy-to-use interface enables even a non-researcher to set up and launch a project in minutes. Configuration options allow you to quickly upload a variety of stim types and use Dynamic Piping and Additional Answer Options to customize the content without having to touch the survey itself.

Methodify’s user-friendly interface lets anyone - regardless of research experience - set up and launch projects in just minutes. With customizable options for sample selection, survey content, and stimuli, you can create tailored projects that meet your specific needs.

1. Choose a method or build a project from scratch

To get started, you can either choose a pre-made method or build a project from scratch. If you prefer a quicker setup, simply click “Select a method” on the landing page or head to the “Marketplace” in the top navigation to browse through Methodify’s ready-made templates. However, if you have unique needs, you can create a custom project by selecting “Build a new project.” And if you've created custom methods before, you can easily reuse them by selecting “My Methods” at the top of the page to access your saved projects.

2. Name your project and select your language(s)

After choosing a method or deciding to build a new project, name the project and select the language(s) the survey questions will be asked (English, French, Spanish), and click "Save".

3. Select your audience and survey

Once you are ready to start a project, select the audience you are looking to receive feedback from. In the configuration page's Sample card, there is the option to choose from pre-set samples or creating your own. 

In the Survey card is where you can select whether to add an existing survey template to your project or build your own.

After adding a Sample and Survey, you will have the ability to edit them at any time before the project is submitted for approval.  If the project contains stimuli (e.g. concept test, ad test), additional cards will appear to upload stimuli and update their logic, update dynamic piping, and in some cases add additional answer options if using a template. 

The right side of the page summarizes the project and provides a checklist to ensure all required information is submitted prior to launch.

4. Previewing the survey and report

If you want to review the respondent experience of your survey, click the Preview button at the top left of the page.  This will show you how your audience will see your survey and allow you to test the different user paths if your project has stimuli or complex logic (e.g. skip, screening, hidden questions, URL parameters, answer masking).

There is the option to Generate simulated report to preview reporting while drafting a project, allowing you to see how data will be presented before the project launches.  Check out this article for more information about simulated reports.

5. Send for launch

When the project is configured and ready for launch, click "Send for approval".  The Methodify team will review the project and prepare for launch.

6. Additional options

Click the settings gear located over the top right of the Sample card for more options:

• Duplicate allows users to clone a project to be used again - either identically or as a starting point to modify.
• Save as a method is used to save any project as a repeatable method.  Saving as a method will create a tile on your My Methods page, making the template easy to find for future repeat use.
• Share project grants access to other Methodify users in your organization that may not have access to the study.
• Export survey gives the option to export the survey in Microsoft Word or PDF.  The export will contain all survey questions along with survey logic and sample structure.
• Delete can be used to remove a draft from your Workplace.