Marketplace Essentials

Learn the basics related to logging in, creating and managing surveys, and configuring your account

    Review Account Dashboard

    Once 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. 

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    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.


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    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.

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    Warning

    Once a Closed status, you're unable to send that survey ID back to a Live or Paused status.

    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. 

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    Manage 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.  

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    To 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.

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