Study Creation

Sprig supports 3 study types:

• Surveys - a set of questions that can be delivered to respondents via Web, Mobile, and Shareable Link.
• Replays - session clips of your users’ experience captured alongside their in-product feedback.
• Prototype Tests - a set of questions, incorporating a prototype, that is delivered to respondents via Shareable Link.

You can also combine studies. For example, you can launch an in-product Survey with an added Replay or launch a Survey that links out to a Prototype Test.

For more information on which question types you can use in Surveys and Prototype Tests, click here.

Creating a Study

Creating a study involves four main tasks:

1. Choosing how to create your study.
2. Designing your Questions and Skip Logic (For Surveys and Prototype Tests)
3. Choosing which Audience to target
4. Launching your study.

1. How to Create your Study.

0. Sign in to the Sprig App.

Option A: Create from Scratch

1. Click on + New Study and select either New Survey, New Replay or New Prototype Test.

Option B: Create from a Template (For Surveys and Prototype Tests)

1. Click on + New Study.
2. Click on a template category that is closest to your study objectives.
3. Click a template to inspect its questions and click Use this template on the one closest to your needs.

Option C: Duplicate a Study

1. In the Navigate Pane, click Studies.
2. Hold the pointer over the study you want to copy, then click and select Duplicate.
3. Select which folder you would like to duplicate the study into. You can select a folder in either the Development or Production environment.
4. Edit the study as desired.

2. Questions and Skip Logic (For Surveys and Prototype Tests)

1. Optional: Click the folder icon to choose a study folder.
2. Optional: In the top field, rename your study.
3. Add or edit your Study Questions.
4. Optional: For Prototype Test, click Add Prototype URL within a question module to add a design link.
5. Optional: Add or edit Skip Logic within a question module.

3. Audience

Surveys support all delivery platforms, Replays support Website delivery (Mobile App coming soon), and Prototype Tests support Shareable Link delivery.

1. Click on the Audience tab in your study.
2. Select a compatible Delivery Platform as shown above

Option A (in-product Surveys and Replays): Web and Mobile

Prerequisite: Sprig installation is complete.

1. Under Targeting, select an existing Event, or click New Event to create a new event trigger.
2. Optional: Click + Add Filterto narrow down which users are eligible for your study.
3. Optional: Configure Response Options for your survey and Clip Settings for your replay.
4. Optional: Configure the Recontact Options.

Option B (link Surveys and Prototype Tests): Link

1. Customize Response Options.

4. Launching your Study

1. Click Launch Survey/Replay/Prototype Test.

Collecting Responses

Sprig offers two ways to collect responses:

• Until a specified number of responses are met
• Ongoing, up to a certain number of surveys being sent each day

Both options can be customized, allowing you to change the number of responses you're collecting by clicking the Adjust Confidence dropdown and selecting your desired option.

Automatically distributing response collection

To reduce bias and ensure a greater distribution of visitor responses, Sprig uses a leaky bucket algorithm to prevent a survey from collecting all of its responses immediately and completing. When more responses come in over a shorter period of time, Sprig will automatically reduce the rate at which a survey is sent out. As time increases, this rate will go back up and continue to adjust based on the survey's response rate.

Sending a survey to all eligible visitors

In some cases, you might want to send a survey to all of your eligible visitors who trigger an event. This can be done by:

• Setting your survey to collect responses on an Ongoing basis.
• From the Adjust Confidence dropdown, select Custom
• Set the text input to send to 100 percent of your users.
• Save changes.

Note that this will prioritize this survey over others, and can reduce the rate of responses for other surveys using the same trigger event.

Running multiple surveys using the same event trigger

When multiple surveys rely on the same event trigger, Sprig will automatically rotate through each survey to ensure that each survey is seen and is collecting responses at an appropriate rate. Surveys might still collect responses at different rates, due to different filter criteria (e.g. visitor attributes qualifying them) and recontact waiting periods.

Completing and Archiving a Study.

Completing a Study

1. In the Navigation Pane, click Studies.
2. Single-click on the study you want to complete.
3. Click In-Progress and select Complete Survey/Replay/Prototype Test.

Launching a Completed Study

1. In the Navigation Pane, click Studies.
2. Single-click on the completed study you want to relaunch.
3. Click Completed and select either Launch Survey/Replay/Prototype Test.

Archiving a Study

1. In the Navigation Pane, click Studies.
2. Single-click on the study you want to archive.
3. Click In-Progress or Completed (depending on the operation state of the Survey, Replay, or Prototype Test).
4. Then, select Archive Survey/Replay/Prototype Test.

Launching an Archived Study

1. In the Navigation Pane, click Studies.
2. Use the search field to find the Study you are looking for, or click on the Folder where your study is located, making sure the Status is set to Archived.
3. Single-click on the Archived study you want to relaunch.
4. Click Archived and select either Launch Survey/Replay/Prototype Test.

Dashboards and Folders

Sprig supports ways to help you organize your studies.

Dashboards

Dashboards allow you to monitor and track the study results you care about. For example, you could group your studies by product owner, subject, timeframe, product line, or team.

Create a New Dashboard

1. In the Navigation Pane, click Dashboards.
2. Click + New Dashboard.
3. Type in a Name.
4. Click Create New Dashboard.

Edit the Name of a Dashboard

1. Over the Dashboard you want to Edit, click and select Edit Details.
2. Edit the Name and click Save.

Delete a Dashboard

1. Over the Dashboard you want to Delete, click and select Delete.

Make a Dashboard a Favorite

1. Over the Dashboard you want to make Favorite, click .

Add a Response Result Chart to an existing Dashboard

1. In the Navigation Pane, click Studies.
2. Click a Study.
3. In the Summary Tab, click Pin to Dashboard for the Response Result Chart you want to add.
4. Select the Dashboard you want to add to.
5. Click Save Changes.

Add a Response Result Chart to a new Dashboard

1. In the Navigation Pane, click Studies.
2. Click a study
3. In the Summary Tab, click Pin to Dashboard for the Response Result Chart you want to add.
4. Click + New Dashboard.
5. Type in a Name.
6. Click Create New Dashboard.

To Remove a Response Result Chart from a Dashboard

1. Over the Response Result Chart you want to Remove, click and select Remove.

Folders

Folders allow you to organize your studies into categories. As with Dashboards, you could group your studies by, product owner, subject, timeframe, product line, or team. When you create a study, you can choose which folder to put the study in, and, by default, the General folder is selected. Users with Admin permissions can create new folders.

Move a Study to an existing folder, or a New Folder:

1. Hold the pointer over the study; then click and select Move to.
2. Choose which folder, or select + New Folder to create a new folder, to move it to.

Delete or Rename a Folder:

1. Hold the pointer over the folder title, then click and select Delete Folder or Rename Folder.
2. If you delete a Folder, all studies within that folder are moved to the General folder.