Create a New Custom Survey Project 🎦

The Research Engine can help you consolidate your data by allowing you to easily import any external surveys you have so that members may take the survey.

NOTE: you will need to generate your survey in your external platform before importing them into the Research Engine.

Choose a Project Type

Click the + Create a New Project button in the top right corner of the Projects screen to get started.

1. Select Custom Survey.
2. Click the Next button.
   

Select an Audience

1. Choose the audience to target with your project. Choose from the following Audience options:
   • An existing community:
     • All members
     • Certain groups of members
   • Submit a request to get a Panel Sample quote from Fuel Cycle. A Fuel Cycle representative will be in touch with you shortly.
     
   • Generate a Distribution Link to share your project anywhere.
     
2. Click Next to continue. Click Save to save your progress and remain on the same page.

NOTE: your audience is locked in once you save this Audience section. Any changes to your audience will require a new project.

Project Details

There are multiple sections on this page. Click Save to save your progress often and remain on the same page. The sections on this page include...

Project Setup

Name your project objectives and assign moderator teams to lead.

• Project Name—This is entered in Step 1 above.
• Objective—Define your reason for the project from one of the preset Objective options.
• Assign Team—Assign a team of moderators to lead this project. The project is available to all moderators by default if no team is assigned. Once you assign a team, this may not be changed.

Community Experience Settings

Once all required fields are added to this section, click Save to save your progress and remain on the same page.

• Activity Card Details—Write a detailed description of your project. You will not be able to publish this project without completing this field.
• Upload Card Image—This image is displayed on the project card in your community.
• Upload Featured Image (Optional)—Featured activities are displayed on the homepage carousel in large format.
• Customize Card Background & Text Colors—The background color and text color of the activity card will only be used if no image is uploaded with the card. The colors will also be used in the feature carousel if this activity is featured. When featured in the carousel, the image will smoothly transition from left to right to the background color, creating a seamless full-width element.
• Featured Button Call-to-Action (Optional)—This text displays on the button when the activity is added to the homepage carousel. You can customize this if you prefer. If you leave this blank, the button says "More".
• Category—Categories are most frequently used to organize community activities around functional themes such as Surveys, Discussions, Live Chats, or Albums. You can also create Categories to list different types of research methodologies.
• Topic—Topics organize community activities around a topical area. You could list TV shows, vehicles, customer experience, or many more cases.
• Author—This field identifies who originally created this activity based on who was logged in at the time.
• Enable Voting—Enable the ability for members to vote with a "Like".
• Community Display
  • Home
  • Topics
  • Categories
• Accessibility
  • Mobile App
  • Desktop/Web browser

Landing Page

Content Blocks

The landing page is comprised of individual content blocks. Blocks can be added, edited, sorted, and removed. Community managers have wide latitude to create content for their communities with the tools available in Fuel Cycle. 

Create a new block by clicking the ➕ button next to the appropriate type. Then, customize the block content, and add it to the landing page.

Block types include:

• Text Blocks allow you to include prompts, instructions, and other messaging.
• File Blocks are used for including images, videos, or other file types from the Asset Library or your computer. You will also have the option to embed video/audio files, gifs, and clickable prototypes from external websites via their distribution links. Supported File Block file types:
  • Images—jpeg, jpg, png, bmp, gif, ico
  • Video—mp4, mov, qt, flv, f4v, wmv, asf, mpg, m2v, mp2, avi, webm, ogv, ogg, ram, rm, mxf, mts, mkv, r3d, flac, mj2
  • Audio—aac, m4a, f4a, mp3
  • Text—plain text, PDF, word documents, and PowerPoint presentations

Edit the name of any content block by clicking on the block title and replacing the text.

There are a few buttons associated with blocks to be aware of:

① Click these dots and drag them up or down to reorder your blocks.

② Show or hide the details of this block.

③ Delete this block (confirm your choice after this by clicking the X button).

④ Choose your source file for this file block.

⑤ Add your text content to this text block using the rich text editor.

Media and Comment Settings

• Allow Media —Allow Moderators/Clients/Members to add media to Albums or Comments. Further settings may be applied automatically. The following settings may be added:
  • Require File Approval
  • Allow File Downloads
  • Allow Comments on Album Uploads
  • Allow Voting on File Uploads
• Enable Member Comments
• Require Comment Approval—Moderators must review and approve member comments before other members can see the comments.
• Enable Uninfluenced Comments—Members cannot see any previously submitted comments until they submit their own comments.

Incentives

Enable personalized rewards for members in exchange for their participation. Incentives are initially disabled, but you can enable Incentives by sliding the button to Enabled. Here are some settings available to you:

• Define the Maximum Points a member can earn.
• To control how members can earn points, click on the checkboxes to toggle them on or off: 
  • Upload files
  • Comment on an uploaded file
  • Complete the survey successfully
  • Disqualify from the survey
  • Comment on a post or someone's comment

Click Next to continue. Click Save to save your progress and remain on the same page.

Survey Details

Import Survey

Choose whether to import a survey for the first time (New Survey) or use one already imported (Existing Survey).

Choose your survey provider in the drop-down menu. Click the round button to launch your survey provider's website in a new browser window and generate your survey there.

Once you've created a new survey through your survey provider's website, copy the URL for that survey for the next steps.

Survey URL

Once you've created a new survey on your survey provider's website, copy the URL for that survey and paste it here.

Use the buttons to the right to Preview the survey in a new browser window or Import the survey into Fuel Cycle.

Survey Import Validation

After importing a survey to the research engine, you will receive further details on the import status. If your import fails due to a redirect issue, you will be given more specifics on what is wrong and where it is wrong in your survey. Below are examples of a successful import, a successful import with a warning, a failure, and a survey that has already been imported to another community.

Validation Result
Success For a successful import, you will see the count of each redirect type. This allows you to confirm that your survey has the correct amount of disqualifications and qualifications.
Success—Warning This import result will state that while you have a valid qualification redirect at the end of the survey, one of the redirects in the middle of the survey is incorrect. It will also specify what part of the redirect is incorrect.
Success—Warning For Alchemer errors, it will point you to the Question ID of the redirect to better help you find exactly where the error is.
Success—Warning For Qualtrics errors, it will point you to the specific flow_id in the survey flow to locate exactly which redirect caused the issue.
Failure A Failure is triggered when the redirect configuration at the end of the survey is incorrect.
Alchemer Failure
Qualtrics Failure
Already Imported to another Community

Survey Alias

The default alias is set to the survey title from the import. If you need to improve the survey presentation for better readability, click on the Survey Alias to edit the name.

Survey Experience

Some settings can affect the member experience when they take the survey:

• Force member to take survey before continuing to activity landing page.
• Survey is optional and member needs to click on the survey to take it.
  
  • Allow retake
• Turn into a login poll (User will be required to take survey immediately after login).

Redirect Instructions (Optional)

Redirect members to a new location at your survey's end instead of your community, while still rewarding and logging the survey as complete in Fuel Cycle. For example, you could direct them to your website or storefront.

Check the Custom Completed Redirect Action checkbox to activate. Then enter the URL to direct the survey taker to the next location.

Click Next to continue. Click Save to save your progress and remain on the same page.

Publish

Schedule

Enter dates and times to Publish your project and to Close participation.

If you do not include a date to close your project, you may close the project manually from the Actions menu of the Project List.

Review Summary

• Take time to review your setup so far. Edit your Audience, Teams, and Project Configuration by clicking the pencil icon to the right of any of those sections.
• Internal checks will determine if you can publish your project. For instance, you can't publish if you have not added blocks to your Landing Page.

Preview or Publish

• Check your survey questions with a preview of your project. Click Preview at the top right to see what your project looks like.
• When your project is how you want it, click the Publish button at the top right.
• If you want to publish your project and send an email campaign, click the Publish and Email button. You will be redirected to the Fuel Cycle CoRe platform to finish the setup of an email campaign and publish your project. You will be charged credits once you publish this project.