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Creating a study from a brief

Attach a research brief to a new study and use it to build your questionnaire.

Start from brief (Beta) creates a blank study with your research brief attached. The brief stays with the study so you can refer to your goals and requirements while building the questionnaire.

Preparing your brief

Include the research goal, target audience, topics or questions to cover, and any screening, routing, or quota requirements.

You can upload DOCX, PDF, TXT, or Markdown files up to 7 MiB.

Creating the study

  1. Open the account where you want to store the study.

  2. Open the Create study menu and choose Start from brief (Beta).

  3. Enter the Study name, choose the Study languages, and set the requested number of respondents.

  4. Under Study brief, drag your file into the upload area or click Select Files to choose it.

  5. Click Create study.

The Start from brief dialog with study settings, brief upload, supported file formats, and the Create study button.

Study settings and brief upload in Start from brief (Beta).

Building the questionnaire

Use the attached brief as a reference when building the study flow. You can build the questionnaire yourself or work with a study bot.

For automatic study building, use TXT or Markdown. PDF and DOCX files are saved as attachments; paste their requirements into the bot conversation when you want the bot to use them.

Continue in the bot conversation to answer follow-up questions or request changes. See Study bots for instructions on working with bot conversations.

Reviewing the study

Review the questionnaire in Visual Flow and check the question wording, routing, and quotas against the brief. Test the respondent experience before launching.

For more information, see Setting Up and Navigating the Study design.

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