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 online with participants invited by email or packing slip; no test facilities are needed. With the packing slip option, you set up the written instructions that each participant is given containing a shared URL and a unique 4-character login code.


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 packing slip:

  1. Select PROJECTS from the main drop-down menu or select the Projects tile from the home page dashboard.



  2. From the Projects list, click on the [PID], Name, or [SUMMARY] button to open the project.



  3. Click on [ADD TEST].



  4. In the Create Test popup, select a test type from the drop-down menu. This example shows setting up an Acceptance test.



  5. Enter a test name (optional), then click on [CONTINUE WITH WIZARD].



  6. 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?"



  7. Choose Packing Slip to indicate how participants will receive their login code.



  8. 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. 



  9. Enter the Survey URL link identifier for the shared url that participants will use to access the online questionnaire. A QR Code is automatically generated for the shared url.

    NOTE – The link identifier for the shared url must be unique for each test.


    To copy or save the QR Code, click the blue [QR CODE] button. Alternatively, right-click on the QR Code and select Save image as... or Copy Image.

    NOTE – Use the {{qr_code}} dynamic content in the Printable Packing Slip Instructions to automatically insert it in the packing slips.



  10. 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.



  11. Scroll down and complete the Printable Packing Slip Instructions form with the instructions to participants.



  12. On the right, configure any Dynamic Content. Dynamic content can be added to the body of the packing slip and will be replaced with the appropriate content for each participant. Click on the + to the right of each item to add it to the message body.

    {{survey_url}}Shared url link that participants will use to access the online questionnaire.
    {{event_title}}The “Project Name: Event Name” for the test.
    {{participant_code}}Displays the Participant Code as a reference to verification code and serving order to be assigned.
    {{verification_code}}Displays the Verification Code used to login to a test.
    {{qr_code}}QR Code for the shared url link that participants will use to access the online questionnaire.
    {{serving_order}}Lists the samples in the order to be evaluated.



  13. Click on [PREVIEW] to view the packing slip.

    NOTE – Contents of the preview are for display purposes only. The dynamic content may not be actual values from your test configuration. Check the Printed Packing Slips to verify actual dynamic content.




  14. Click on [NEXT] to go to the Participants step.


  15. On the Participant Groups tab, complete the Number of Participants field and the Starting Participant Code.



  16. Select the Participants tab and see Manage Participants to add or import participants at this time.

    To continue, click on [NEXT] to go to the Schedule step.


  17. 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.



  18. Click on [SAVE & EXIT] to quit or [NEXT]to go to the Questionnaires step.



  19. 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 ). To print the packing slips, see Print Packing Slips for an Online Test.

    The Survey URL that participants use to take the survey and 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.



NOTE – The Online Packing Slip setup allows the Verification Code to be passed in directly through the shared url, bypassing the Verification Code Entry Screen. This requires a mail merge and sending from your own mail system. See Use mail merge to send bulk email messagesfor further details.