Simplifying Survey Creation and Data Collection in ExpiWell

Creating a Project in ExpiWell: Step-by-Step Guide

Welcome to ExpiWell! This guide will walk you through the process of creating a project on our platform. It's easy!

Main Dashboard

After logging in, you'll land on your main dashboard. To create a new project, click on either the '+New' or 'Create Project' button.
Main dashboard

Naming Your Project

Go ahead and name your project. By default, the system will give a randomized access code that participants will be using the gain access to the project, however, you will have an option to customized your access code.
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Participants will only have to enter the access code once.
Project creation

Building Surveys

After naming your project, you will be directed to this page in which you can see different tabs. Please click the arrow pointing to the right, and go to 'Build Surveys' section. Survey building tab

Click the '+New Survey' to add a question.
Adding a survey

Put your survey title, and click 'create'.
Naming a survey

We've now moved to the survey building section. Here, under the 'TYPE' category, you'll find various question types available for selection. You might consider to start using the INSTRUCTION question type. This allows you to include instructions, a thank-you message at the end of the survey, or even consent information in the beginning.
Example question - Instruction

Next, let's look at an example of the SINGLE CHOICE question type. After you've written your question, you have the option to manually input the choices or use the 'Pre-fill Choices' feature. This Pre-fill choices provides a list of options that may be suitable for some of your questions, such as Strongly Agree - Strongly Disagree or Excellent - Poor, among others.
Example question - Single Choice

By scrolling down, you will be able to see some options such as LOGIC/BRANCHING(to control the behavior of your survey based on how they respond to the previous questions), etc.
Survey question options

Another example is the MULTIMEDIA question type, enabling you to collect images, audio, and videos for richer data collection beyond traditional surveys. This feature is enhanced by AUTOMATED TEXT TRANSCRIPTION, further streamlining data interpretation.
Example question - Multimedia

After creating your questionnaire, you can return to the previous page to create additional questionnaires or move on to the next tab. In this example, we've also created a longer survey (Baseline), and we'll schedule these surveys differently in the next tab.
Note: You will be able to create as many surveys as needed
Option to add additional surveys

Survey Scheduling

Proceed with the SCHEDULING TAB, and you will be able to choose your schedule type.
Scheduling Tab

In this example, we're using the ROLLING schedule type, allowing participants to start at their convenience. Some may begin this week, while others may start next week, yet everyone will receive the same number of surveys. The list of surveys is displayed on the left, with scheduling days shown next to them.
Rolling schedule type

To schedule surveys, simply drag them to your preferred day (e.g., week 1, day 1). Surveys are available for 24 hours by default, but you can adjust the window times or extend them to the next day or custom days.
Survey default window

For instance, we've set the MORNING SURVEY window from 9-10 AM. Additional options are available by clicking 'OPTIONS'. 
Survey scheduling options

Participants will receive initial notifications during the open window, but you can also randomize it. In this case, a fixed reminder is set 30 minutes after the initial notification, and the survey repeats every day for 6 additional days, totaling 7 days of morning surveys. Click 'Apply' to implement these.
By randomizing the notifications, each participant will receive notifications at different times, and these times will vary daily.
Fixed reminder and survey repeat options

The scheduling layout looks like this: the BASELINE SURVEY is available on the first day, followed by the ESM part starting on the second day for 7 consecutive days.
Potential scheduling layout

Distribution

After scheduling your questionnaire, proceed to the DISTRIBUTION tab, and simply toggle the 'Invite via access code?'.
Distribution tab

Review and activation

Review your project settings and activate your project to start data collection.
Review tab

Monitoring and Insights

Monitor participant responses and interactions under the 'Insights' tab. You can download the response data for analysis by clicking the 'Download' button under 'Responses'.
Insights tab - Responses

Check participant logs in the 'Logs' tab to track survey engagement.
Insights tab - Logs

That's it! You've successfully created a project on ExpiWell. Our platform is designed to be user-friendly yet powerful, allowing you to collect data efficiently for your research or study.

If you have any further questions, feel free to reach out to mark@expiwell.com



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