Researcher Essentials Training Series
Welcome to the Researchers training series for the Revelation platform.
This training series is designed to teach you the basics of working with Revelation. Each tutorial provides basic knowledge and includes a walkthrough video, as well as links to the relevant articles for each section.
During this training series, you will learn how to log into the Revelation platform, set up your projects, create and schedule different activities for participants, upload participant lists into the platform and invite those participants to complete your projects. This training will also cover how to keep track of your project during field, including analyzing any collected data and creating customized data exports.
This section outlines how to set up an account within Revelation. We will take a look at the standard e-mail invitation and the steps we need to take in order to create our profile, as well as how to navigate the Revelation platform.
Creating and Managing Projects
This section outlines the process for creating a project within the Revelation platform. Here, we will learn how to specify the name and link of our project, add other members to our team, and create different participant segments with unique field dates.
The Project Dashboard
To kick things off, let's take a look at what is available upon our initial login to the Revelation platform. In this lesson, we will focus on navigating our project list and learn about the different types of projects statuses that we can encounter in our Project Dashboard. We will also learn how to create our first project.
Once we have created our first project, we will want to modify some of the settings for it. In this lesson, we will cover how to change our project name, as well as the project link that we send out to participants. We will also learn how to set up a temporary password for our participants’ initial login.
Revelation projects allow us to group participants based on different criteria by creating participant segments within our projects. In this lesson, we will learn how to create and modify segments, including setting their field dates, their primary points of contact, as well as their available languages.
Adding Researchers & Observers
Now that we have added participant segments to our project, we will also want to add some of our research team members to help us manage these segments. In this lesson, we will learn what the different user types are and how to invite them into our project.
Terms of Service
The final part of creating our project requires us to set Terms and Conditions for our participants to agree to if they want to take part in our study. In this lesson, we will learn how to set up Terms and Conditions for our project, and how to show these in different languages based on the languages that we have already set per segment.
The Daily Digest is a reminder system that sends out a daily e-mail to our participants containing a summary of any activities they have not yet completed, or any new activities that are available to them. In this lesson, we will learn how to set up and customize our Daily Digest e-mail.
Activities and Scheduling
In this section, we will learn how to build out activities for our participants. Activities are collections of questions (or collectors) and other stimuli that allow us to either relay information to or request it from our respondents. They can be created and scheduled per participant segment as either one-time-only or recurring exercises.
In the next few lessons, we will take a look at how to access our activity builder, how to build out activities using different collectors and stimuli, and how to schedule our activities so that they are available for respondents. We will also learn how to set a specific order of completion for our activities, as well as the example activities stored in our activity library.
We will begin our activity building with a brief overview on how to access our Activities And Scheduling page, as well as looking at the different activity settings we have available. In this lesson, we will learn about how to designate activities by device (as mobile and non-mobile). We will also learn how to share activities and how to set them to occur only once or as recurring, allowing multiple participants to complete them.
For access to mobile-enabled activities, please contact your Customer Success Manager for more details.
Collectors & Stimuli
In this lesson, we will learn about the different elements we can add to our activity. These elements are separated into two categories: Stimuli and Collectors. Stimuli allow us to present information to our participants using plain text, images, or videos, while Collectors allow us to request different types of information.
Once we create our activities, we will need to schedule them in our calendar in order for them to be available to respondents. This lesson outlines how we can post or unpost activities, as well as make edits to already-scheduled activities.
Scheduling & Activity Chains
When posting our activities to the calendar, we can also set the order in which we want participants to complete them. Activity chains allow us to post multiple activities on the same day/week, but require our participants to complete them one by one. Activity chains also allow for the randomization of activities, if needed.
In this lesson, we will learn how to create and use activity chains to manage activities for our participants.
If we need ideas on what types of activities to use or just don’t want to start from scratch, we can visit the Activity Library for some ideas. In this lesson, we'll learn how, once added to our project, these sample activities can be edited to fit our needs.
Now that we are done setting up our project and activities, we will need to start inviting participants to complete those activities. This section outlines how to manage participant invitations. Here, we will learn how to add individual participants or upload a pre-configured list of users to our Revelation project.
In this section, we will cover the Explore area within the Revelation platform. The Explore area is the main reporting section for Revelation projects. In it, we can review the latest data submitted by respondents, whether it is a fully submitted activity, or only videos, images, or text responses.
The video below offers an overview of the different tabs within the explore area, as well as the different functionalities available, such as leaving comments underneath completed activities, filtering out our data, as well as tagging responses, and publishing downloadable reports. The Explore area also gives us access to our Inbox, where we can send direct messages to participants, rather than just commenting on their activities.
The Findings area is where can find all of the downloadable reports that we publish via the Explore section. It offers different export types, such as Excel and Word documents, grid tallies for any closed-ended questions, as well as image sets. This section will cover how to work within the Findings area and manage our reports, as well as the different report statuses available.
Now that we have covered the basics of working within the Revelation platform, we can take a look at some of the more advanced features available to researchers. One of these is the Concept Canvas activity, which allows participants to dynamically interact with a presented image by placing pins on the image and leaving specific feedback.
In this section, we will go over how to create and customize our Concept Canvas. We'll also take a look at the available reporting tools for the Concept Canvas.
If the Concept Canvas is not enabled for your project, please contact your Customer Success Manager for more information.
Creating A Concept Canvas
In this lesson, we will learn how to create a Concept Canvas. In addition to the ability to add pins to our image, the concept canvas allows participants to add sentiments to their pins, as well as customizing the text that is displayed when adding a pin. Additionally, participants can label their individual selections to add more context to their selection.
Concept Canvas Reporting
In this lesson, we will learn about the Canvas reporting options available with Revelation. When looking at our Canvas report, we can look at selections as either individual pins or by generating a heatmap, which also shows selection frequency. In addition to that, we can filter pins by different criteria, such as the sentiment given by participants, the labels that they used when placing their pins, or the order in which they placed them.
We will also take a look at the different export types available for our Concept Canvas.