Create a New Research (Ignition) Project

The instructions below represent detailed steps in the process of creating your custom research automation:

Step 1: Project Type
Step 2: Audience
Step 3: Assign a Team
Step 4: Configuration
Step 5: Publish

Click the + Create a New Project button in the top right corner of the Projects screen to get started.

Step 1: Choose a Project Type

Select Ignition—Choose from a suite of pre-defined methodologies designed to deliver real-world intelligence. 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 to select a methodology to investigate, a Get Started button gives you an overview and preview of your methodology in a new modal window:

• An overview of the project template.
  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."
• Project requirements:
  • Provide a simple introduction and the name of your company.
  • Determine who you want to launch this study to.

Click Create Project to proceed or Cancel to stop generating the project.

Step 2: Select an Audience

Choose the audience you are targeting with your project. For example, when creating a custom survey, choose from the following Audience options:

• An existing community
  • All members
  • Certain groups of members
• Supplement community research by running ad hoc projects in Fuel Cycle Panels. 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 Survey Link to share your survey anywhere.

Note: Audience type cannot be changed once it is saved.

Click Next to continue. Click Save to save your progress and remain on the same page.

Step 3: Configure Project

Project Setup

Fill in the project details in this section, which are different depending on the methodology. This section may include details like:

• Project Name—This is entered in Step 1 above.
• Objective—Define your reason for the project from one of the preset 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.
• Activity Card Details—Write a detailed description of your project. You will not be able to publish this project without completing this field.
• Upload Featured Image (Optional)—Featured activities are displayed on the homepage carousel in large format.
• Featured Button Call-to-Action (Optional)—This is the text that 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 "Start".
• Category—Categories are most frequently used to organize community activities and methodology projects around functional topics such as Surveys, Discussions, Live Chats, or Albums.

You may preview your project card on the right, and toggle whether you can view your preview.

Click Next to continue. Click Save to save your progress and remain on the same page.

Methodology Setup

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.

Step 5: Publish

Schedule

Enter dates and times to Publish your project and to Close participation.

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 completed all the required questions of an NPS survey.

Check your survey questions with a preview of your project. Click Generate Preview to see what your project looks like.

When your project is how you want it, click the Publish button in the bottom right.