Studies

This page describes the high-level procedures for designing and launching Surveys and Concept Tests.

Sprig supports two Study types:

  • Surveys - a set of questions that can be delivered to respondents via Web, Mobile, Shareable Link, and Email.
  • Concept & Usability Tests - a set of questions, incorporating a prototype, that is delivered to respondents via Shareable Link or Email.

For more information on which question types you can use in which studies, click here.

You can also combine the two. For example, you could have an In-Product Web launched Survey that incorporates or redirects the user to a linked Concept Test.

Creating a Study

Creating a study involves four main tasks:

  1. Choosing how to create your study.
  2. Designing your Questions and Skip Logic
  3. Choosing which Audience to target
  4. Launching your study.

1. How to Create your Study.

  1. Sign in to the Sprig App.

Option A: Create from Scratch

  1. Click on + New Study and select Create from Scratch > Survey or Create from Scratch > Concept Test.

Option B: Create from a Template

  1. Click on + New Study.
  2. Click on a Template category that is closest to your study design objectives.
  3. Click study 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 ellipsesellipses 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 you would as normal.

2. Questions and Skip Logic

  1. Optional: Click General to choose a study folder.
  2. Optional: In the top field, rename your study.
  3. Add or edit your Study Questions.
  4. Optional: For Concept Test, click Add Prototype URL.
  5. Optional: Add or edit Skip Logic.

3. Audience

Surveys support all delivery methods (How to Send your study). Concept Tests support Link and Email.

Delivery Method (How to Send)SurveyConcept Test
Web:white-check-mark::x:
Mobile:white-check-mark::x:
Link:white-check-mark::white-check-mark:
Email:white-check-mark::white-check-mark:
  1. Choose How to Send your study.

Option A (Surveys Only): Web and Mobile

Prerequisite: Trigger Event solution investigated.

  1. Choose When to Send. Select an existing Event, or click New Event to create a new event trigger.
  2. Optional: Choose Who to Send to. Click + Add Filter.
  3. Optional: Configure Response Options for your study.
  4. Optional: Configure the Recontact Options.

Option B (Surveys and Concept Tests): Link

  1. For Total Responses, choose an option.

Option C ((Surveys and Concept Tests)): Email

Prerequisite: Email CSV file imported to Sprig.

  1. Select Who to Send to. Click + Add Filter.
  2. Assign the attribute value that corresponds to the email audience.
  3. Edit the Email Content.
  4. Required: For Response Options select Deliver Immediately.
  5. Optional: Click Send Test Email.

4. Launching your Study

  1. Click Launch Study.

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 either Complete Survey or Complete Concept 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 or Launch Concept 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 or Concept Test).
  4. Then select either Archive Survey or archive Concept Test.

Launching an Archived Study

  1. In the Navigation Pane, click Studies.

Option A

  1. Use the search field to find the Study you are looking for.

Option B

  1. Click on the Folder where your study is located.
  2. Make sure the Status is set to Archived.

Once you have found your study:

  1. Single-click on the Archived study you want to relaunch.
  2. Click Archived and select either Launch Survey or Launch Concept 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 research 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 elipseselipses and select Edit Details.
  2. Edit the Name and click Save.

Delete a Dashboard

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

Make a Dashboard a Favorite

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

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 of the Response Result Chart you want to add.
  4. Select the Dashboard you want to add to.
  5. Click Save Changes.
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Example Response Result Chart

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 of 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 ellipsesellipses and select Remove.

Folders

Folders allow you to organize your studies into categories. As with Dashboards, you could group your studies by, research 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 ellipsesellipses 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 ellipsesellipses and select Delete Folder or Rename Folder.
  2. If you delete a Folder, all studies within that folder are moved to the General folder.