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Building a QualLaborate

Follow these easy steps to build a QualLaborate project into your boards.

1) Tell us about your project

Let us know what your QualLaborate markups will be about. We will create an account-level project name. Once we have created that for you, we can then attach it to any number of boards associated with it. This way, you'll be able to pull results across multiple boards. What we will need is the following (you can send this to your project manager, or if you don't have one, send it to support@qualboard.com)

QualLaborate Project Name:

Board 1 Name:

Board 2 Name:

Board 3 Name:

and so on....

2) Accessing your new QualLaborate project

Once a QualLaborate project has been assigned to your QualBoard, you will see a new tab on the left hand navigation pane called "QualLaborate." Click this to access your QualLaborate project.

3) Creating an Activity

To create a new activity in your QualLaborate project, click the 'Create New Activity" button. These activities will be placed into your discussion guide. An activity is a set of images (canvases) and the markups that you ask of your participants.

An example is something along the lines of the Concept Reactions Round 1, while another activity would be Concept Reactions Round 2 (where the concepts have been changed by the ad agency in reaction to the first round markups.)

Additionally, you can have each activity contain a different set of images, and you can stagger them throughout the discussion to prevent participant burnout as a result of too much stimuli.

Once you click the "Create Activity" button, you will be prompted with a window where you can specify certain overview details of the activity.

1. In this field you will be required to enter a name for your activity. Choose a name that lets you easily identify the batch of images your participants will be interacting with, since this is the name that you will choose when adding this QualLaborate activity to your discussion guide.

2. By checking this box, the images (canvases) loaded into the activity will be presented randomly to participants. This will eliminate bias based on concept order. Leaving it unchecked will present the images in the order that is specified in the next page.

3. Any intro message you enter here will appear to the participant before they are able to mark up any images. You don't need to be too specific about instructions, because you will have more opportunities to instruct the participant for each tool and or image.

4. The closing message will appear to the participant when they have completed their markup.

5. When you have finished entering in the data above, you can click "Save QualLaborate Activity" to save the information. This data CAN be edited later on.

6. Click this "X" to close the window without saving.

4) Editing your Activity

Once you've saved your activity, it will appear on your list of activities. From here, you can copy an activity (to save yourself the trouble of having to create a new one that is almost exactly like a previous activity but only slightly different), view your mark-up reports, test the activity, or edit your activity.

Now that your activity has been created, you will want to click "Edit" to start loading stimulus, instruction, and specifying tools.

5) Creating your Canvases Part I

A canvas is an image that you want your participants to mark up, and it is in this screen that you will create and order them. From this page, you can do that following:

1. Check or uncheck the "Randomize Canvases" option.

2. Edit your intro message.

3. Edit your closing message.

4. Return to the list of activities.

5. Add a new canvas.

6. Test your activity (no mark ups you make in here will be saved)

7. Delete the activity (this will loose all participants markups if the project is live)

8. View your reports.

To Proceed, you will want to click #4, "Add New Canvas."

6) First Impression

1. Before doing anything, you will need to name your canvas. This title should reflect the individual image that participants are going to be looking at, something like "Concept A," would suffice.

2. You can either upload a new image or select an image that has already been uploaded to the library. Image files that are acceptable are jpeg, jpg, gif, and png files.

3. By enabling the first impression, the participants will be prompted to tell you how they feel about the image before they mark it up. This will open up the options for numbers 4, 5, and 6.

4. From this drop down, you can select what type of icons you want your participants to use to represent their thoughts. By default, it is set to smileys. Also provided are Check boxes, Thumbs, and Plus/Minus. Whichever you select, you can then rename the icons or turn them on or off by checking or unchecking the boxes below.

5. You can add some details describing what each icon means as it relates to this activity if it's not too explicit (such as like or dislike).

6. Lastly, you can also add an open ended question. This is text that will appear above an open text box and can contain whatever you'd like to say. Again, this will appear before the participant begins to mark-up the image.

7) Markups

Now we are into the markup options as applied to this image (canvas).

1. Detailed instructions are highly recommended. If you are offering lots of different tools, then make sure to describe what you want each one to be used for.

2. By clicking the check mark next to "Enable Markups," you allow the use of the specified markups. Much like in the First Impressions, you can select an icon list from the drop down menu, enable or disable individual icons along with labeling each one. Additionally, you can replace the three icons on the right by clicking the "Choose Icons" button.

3. By clicking the check mark next to "Enable Highlights," you allow the use of the specified highlighter. These work as colored translucent boxes that your participants can draw over the image. It is especially useful in calling out specific lines or phrases in text. You can enable or disable individual colors and also add labels to them to better instruct your participants.

4. By clicking the check box next to "Require Comments," you are requiring that your participants add additional comments along side every markup or highlight that they use. Otherwise, the additional comments will be optional.

5. When you are done, you can click "Save Canvas" to save it or "Cancel" to quit.

6a) Specifying your Image Detail

When you upload your image, you have two options. If it's an ad and there is not a lot of small text, then the first option, "Normal resized image," works fine. If you want them to evaluate a website page or some printed materials, where the text can be small, and you want to make sure they can zoom in all the way to read the tiniest of text, then the second option is what you will want to select.

8) Organizing your Images

If your images are NOT set to be randomized, then you can specify their order by clicking the arrows on the right of each canvas. They will be shown to your participants with the top image first and the bottom image last.

9) Adding your QualLaborate to your Discussion

When you are in and editing your Discussion Guide, you will now see a new option available in the Create New Question window. Select QualLaborate Markup, and it will be added to your section.

10) Selecting your Activity

As with any other question, you can add text to describe to your participant what you'd like from them. Once you've entered the text of your question, you can select the activity from the drop down list and then click "Submit" to complete the question.

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