Monitoring/Fielding Surveys

Once you launch a global project you can view the survey on the action list in the tab called “Global”. All global projects will live here regardless of what stage they’re in.

  • You’ll be able to search for your global projects based on the following parameters:
    • Title
    • Tag
    • Action Type
    • Status
      • Draft - survey has not been launched yet
      • Live - survey is currently in field
      • Paused - survey is paused for client review 
      • Pending Adjustment - Metrics (IR, DOR, LOI ) coming in lower than estimated, data quality 
      • Completed - survey has reached the total number of requested respondents
      • Quotas Met- survey quotas have been achieved as specified 
      • Invoiced- survey is reconciled and closed out
  • To get a quick snapshot on your current IR, CPI, and progress on your quotas head to the details page of your project
    • Here, you can see key metrics of your study, including completion rate, drop out rate, and incidence rate, along with your demographics and quotas. 
    • Additionally you can download your data here at any point in the live, paused, pending adjustment, completed, and closed stages. Keep in mind that it could take up to 24 hours for all data to sync and reflect in raw horizontal file.
  • We recommend checking in frequently on your study to ensure your fielding, costs, and respondent quality are going well. 
  • For more about replacing/discarding poor respondents in your study, please click here.