Table of Contents
Review Project StatsCreate a New SurveySearch SurveysUpdate Survey StatusManage and Clone SurveyOnce you've logged into your account, you you'll be taken to a dashboard view where you can monitor and manage all of your projects.
Review Project Stats
The main dashboard shows the basic metrics related to a specific survey ID, including:
| Metric | Metric Description |
|---|---|
| Status | The status of your survey |
| Survey # | The PureSpectrum assigned survey ID number |
| Survey Title | The title of the survey |
| Fielded vs Goal | How many completes were captured vs your project's end goal |
| In Progress | How many respondents are currently taking the survey |
| Avg CPI | The current average CPI of the project |
| Current IR | The current incidence rate |
| Country | The country the study is fielding in |
| Manage | Allows you to mange your project or create a clone of your project |
Create a New Survey
To create a survey in the Marketplace Platform, click on the "+ New Survey" button, located on the top right of your dashboard.
Search Surveys
By default, when you log in you'll be in your company's account dashboard under the live tab (indicated by a blue line). Each tab will organize your company's survey IDs by a specific survey status. You can also search for your survey by typing either the survey title or the survey id number.
| Survey Status Filter | Filter Description |
|---|---|
| All | All surveys created |
| Live | All surveys currently live and in field. |
| Paused | All surveys that were set live but have paused fielding. |
| Drafts | All surveys that were created but never set live. |
| Closed | All surveys that are closed. |
| Invoiced | If the company's account is set to PO or Project invoice, this tab shows all surveys that have been invoiced. |
Update Survey Status
To update the survey status after a project has been launched, click on the Survey ID's status, and change to either Paused or Closed.
If the company's account is set to PO or Project invoice, once a project is in a Closed status, you can change the status to "Invoice" if ready to invoice the project.
If a project has an "invoice" status, an invoice will be sent to you the next day and the status can no longer be updated.
Watch Video
DeleteManage and Clone Survey
To manage a survey, click on the ellipses "..." under the manage column on the right, then and click "manage" to open and manage your project.
Watch Video
DeleteTo clone a project, click on the ellipses "..." under the manage column to the right and click "clone" to create an exact replica of your study. All project setup information will be carried over to a new survey ID.
