An online test is used when participants will complete surveys from a remote location, such as for a home use test. You can add an online test to an existing project in the RedJade® Suite or start by creating a new project. A test must have one or more events, one or more questionnaires and one design block. An online test is conducted with participants invited by email or packing slip, no test facilities are needed. With the email option, you set up the instructions and each participant is sent a unique URL embedded with login information.
For an online "email" test, two check-in options are available:
- No Check-In – The participant code is distributed in the order the participants click the survey link. For example, the first participant to click the link will get the first row of the design block; the second participant to click will get the second row of the design block, etc. Once a project launches, emails are sent automatically to participants based on the scheduled start date/time.
- Assisted Check-In – The participants will come in to a facility where a staff member will check them in and issue a participant code. In this case, you can determine which design block row is issued to each participant. The email can be sent when the participant is checked in or on the scheduled start date.
| SEE ALSO –Resend Participant Instructions Email for Online Email Tests for details on resending individual emails. |
| NOTE – The Participant Start Screen will show during Survey Preview. It will NOT show in the actual test. Insert a non-sample questionnaire in the "First" area within the design block, if needed for instructions. |
| NOTE – This document details the steps to add a test to an existing project. Instead, you can also choose to Add a New Event to a Test, for which begin with step 6 below. If you are creating a test as a continuation from the Create a Project wizard, begin with step 4 below. |
To create an online test via email:
- Select PROJECTS from the main drop-down menu or select the Projects tile from the home page dashboard.
- From the Projects list, click on the [PID], Name, or [SUMMARY] button to open the project.
- Click on [ADD TEST].
- In the Create Test popup, select a test type from the drop-down menu. This example shows setting up an Acceptance test.
- Enter a test name (optional), then click on [CONTINUE WITH WIZARD].
- The system takes you into the Test Wizard to complete the test details.
In the Location step, choose Online to the question "Where will you administer this Acceptance test?"
- Choose Email to indicate how participants will receive their login code.
- Select the check-in type for the test. See Check-In Method for additional details.
If you selected Assisted Check-in, choose the location for the test from the drop-down list. The locations come from your company profile and are used to access the Check-In Application from the Collection Dashboard. See Set Up Locations and Check In Participants.
- Indicate whether you will be Using RedJade to Recruit participants for the test.
Additionally, when Using RedJade to Recruit with Assisted Check-In, RedJade offers two sub-options for "Who can participate?":- Scheduled (default) – Subjects must have a "Scheduled" Outcome from a Recruiting Campaign in RedJade or Participants imported/added to the test. See Campaign Outcomes.
- Scheduled or Qualified – Allows Subjects with "Alternate" or "Qualified Accepted" Outcomes from RedJade Recruiting in addition to "Scheduled" Outcomes or Participants imported/added to the event. See Campaign Outcomes and Add Participants.
- Complete the Participant Instructions form with the Subject Line of the email, instructions to participant and an email Reply Address.
On the right, configure any Dynamic Content. Dynamic content can be added to the body of the email and will be replaced with the appropriate content when the email is sent to each participant. Click on the + to the right of each item to add it to the email body.
{{event_title}} The “Project Name: Event Name” for the test. {{survey_url}} Participant specific link used to access the online questionnaire. {{serving_order}} Lists the samples in the order to be evaluated. Click on [PREVIEW] to view the email.
Click on [NEXT] to go to the Participants step.
- On the Participant Groups tab, complete the Number of Participants field and the Starting Participant Code.
- Select the Participants tab and see Manage Participants to add or import participants at this time.
NOTE – After participants have been added, the Participant Instructions Email will automatically send when the test is Launched and the Start Date is reached. When Assisted Check-in is used, the participant must first be checked in before the instructions email will send. SEE ALSO – Resend Participant Instructions Email for Online Email Tests for details on how to resend emails to individual participants or all participants that have not yet completed the test.
To continue, click on [NEXT] to go to the Schedule step. - To schedule the test, complete the Timezone, Start Date, and End Date fields. If you selected Assisted Check-in, complete the Check-In Date field. The Event Name field is optional.
Additionally, when a Check-In Date is specified, RedJade offers two sub-options for "When will instructions email send?":- Email on Check-in (default) – The email instructions are automatically sent as soon as the participant is checked in.
- Email on Start Date – The email instructions are sent on the scheduled start date and time.
- Click on [SAVE & EXIT] to quit or [NEXT] to go to the Questionnaires step.
- After creating the questionnaire, Create and Approve a Design Block, then return to the Test Dashboard to launch your test (see Preview or Launch a Test).
The Serving Console URL for you to manage serving activities is available from the Test Dashboard. See Abandon Booth and Skip Sample for further details.