How to checkout or launch a study?

Before checkout or launch a study, it's always recommended to go through the Pre-Launch Checklist to make sure everything is set up properly.

Once everything is checked and looks well to you, you can proceed with launching the study on inca.

How to checkout or launch a study on inca?

To launch a study on inca,

1. Click Checkout on the left side of the page

2. Confirm the Pre-launch checklist if there is a list of suggestions or items to be addressed before launching your project. 

3. If all looks good, then proceed to Payment Confirmation and select the payment method. User must agree to payment option before launching. 

4. Tick the box to confirm credits usage then click Confirm & Launch. You need at least 1 available credit to launch a study. In case you have no available credits left on your account, please inform the inca team to update your account. 

4. Hooray! The study is launched on inca. You can start to share out the link(s) and/or monitor responses on the dashboard.

How to share link(s) and/or connect with Audience Source?

To launch a study on inca essentially is to publish all the study settings to a live link which can be used to collect responses from participants. But it does not necessarily mean that launching the study on inca would automatically initiate the data collection process. There are additional steps to be taken, such as sharing the link(s) and/or testing connections with panel, depending on the Audience Source used. 

INCA PANEL

If you are using INCA PANEL, then you don't need to do anything after this, as inca platform has a full integration with INCA PANEL. Once the study is launched on inca, it will be automatically launched on the panel side as well. Therefore, you can just sit back and wait for your responses coming in. It usually take about an hour for the panel side to do an extra review and start sending out samples.

Third Party Online Panel

If you are using a Third Party Online Panel, there are a few extra steps you need to take.

Step 1: Share links with panel team

In this step, you need to send out LIVE and TEST links to your panel partner (with their redirects embedded), and ask them to use the TEST LINK to test the survey and redirects and send the LIVE LINK to real respondents. 

To do this, 

1. Click LINKS on your project card

2. Copy out the LIVE LINK under the relevant panel name - e.g. To get a LIVE LINK for Dynata, please copy the link under Dynata.

3. Click Enable test mode and similarly copy out the TEST LINK. 

Please note "Enable test mode" is only to get a TEST link. The TEST Link and LIVE Link work separately, so even if the test mode is enabled, the LIVE link can still be used to get responses from real respondents

Step 2: Test redirects or integration with panel team

After you have shared the study links, the panel will test the survey and redirects and send you the test IDs they have used along with the status (Complete/Termination, etc.). You can then download the Test Mode data from the dashboard and use the data file to check the test IDs and their status.

To do this, 

1. Go to Data Export page on the dashboard, choose the Test Mode data in Respondent Options drop down and then click Export

2. In the downloaded data file, please focus on the three columns TrackerID (the IDs used by the panel), Sample source (the name of the panel) and the Status (complete, termination, quota full, etc.).

After you have seen that the test IDs and status are correctly captured in the data file, please then confirm with the panel team to (soft) launch the study.

Please see more details about how to integrate with a panel through redirects here.

Other Self-Provided Audience Source

• If you are using some existing member or user or customer list and want to send out a general link to all the participants, then you can simply copy out the LIVE link under General and include it in the invitation.
  
• If you are using some existing member or user or customer list, and want to send out unique links to each participant, then you can copy out the LIVE link under General and append the unique IDs to the survey link using URL metadata. Please find more details about URL metadata here. As for sending out the unique links to each respondent, many mailing platforms have this feature available and it would be best to look at their help centres to achieve this for the one your team is using. 
• If you want to source from any social media or public links, then you can simply copy out the LIVE link under General and embed it in the website.