Choose from a suite of pre-defined methodologies designed to deliver real-world intelligence. The instructions below represent detailed steps in creating your custom research automation.
Choose a Project Type
Click the + Create a New Project button in the top right corner of the Projects screen to get started.
- Select Ignition.
- Click the Next button to choose your methodology.
Ignition Methodologies
Filters at the top of the page allow you to focus your attention on specific categories or methodologies that have certain credit values.
As you click once on the card to select a methodology to investigate, click a Get Started button to see an overview and preview of your methodology in a new pop-up window:
- Template Overview—For example, for a Customer Satisfaction study, "Assess your customers' overall satisfaction and loyalty to your company, brand, or product."
- Who is the project for?—For example, "CX managers and product managers who want to understand the satisfaction of their current consumers."
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Project requirements—For example,
- Provide a simple introduction for your survey
- Establish the product concept you want to test including a name, description, and image
- Customize metrics such as the key KPI you want to measure, plus custom agree/disagree statements about your concept.
- Determine who you want to launch this study to.
Click Create Project to proceed or Cancel to stop generating the project.
Select an Audience
- 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.
- An existing community:
- 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".
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Community Display
- Home
- Topics
- Categories
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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.
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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.
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
Methodology Details
Each methodology setup is different. This page displays different questions based on the methodology employed. For example, a net promoter score project would ask up to three key driver questions and possibly include demographic questions.
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.