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Project Setup

To set up a project on Zamplia, simply follow the step-by-step instructions provided. The process is user-friendly and straightforward.

  1. To start a new project on the platform, click on the "Create project" button. Here you’ll be able to check Zamplia's feasibility or go ahead with launch.

    create project button

  2. Next, fill in the project specifications.

    A. Select Language - Choose a language and region for your project.

    B. Completes - Input the desired number of participants (completes) for your study.

    C. LOI - Enter the length of the interview (LOI).

    D. IR - Specify the incidence rate (IR), which is the probability of participants completing your survey after being targeted for the required demographics.

    E. Recontact Study - Decide if you want to enable recontact, which allows you to re-engage the same participants in future study. Recontact studies allow you to collect updated data from the same participants and compare their responses over time.

    create project button

  3. Choose the target audience for your study:

    choose target audience

    Basic - Listed here are the top most used qualifications on our platform. It is important to always include Gender and Age as the qualification in all of your set-ups.

    Region - Narrow down your target using various regional breakouts available in Zamplia.

    Others - Search for additional qualifications using keywords, as Zamplia offers over 100 qualifications to choose from.

    To target individuals who hike, for example, type "hiking" as a keyword in the search to find related qualifications.

    other qualification tab

    Custom - Allows you to create your own screener to help screen out respondents who run through your study. To learn more about Custom Screener select here.

  4. Apply quotas on the qualifications you selected for your study. To learn more about Quotas select here.

  5. Ready to launch? Hit Create Project Or Simply Save for later.

    save and create project button

    A. Click Run Feasibility - Zamplia will generate a report based on the available vendors matching your selections, including the vendor's sample sizes and their set rates for your project requirements.

    B. Save as Draft - Select Save as Draft if you wish to save your progress to continue later

  6. Select Vendor - Choose the vendors you want to use for your study. Quotas will be automatically assigned to the selected vendors and will be evenly split among them. You can overwrite and revise the allocated quotas if needed.

    select vendor

  7. Ready to launch? Or Simply Save for later. A. Create Project - This will initiate the next steps for project set up. B. Save as Draft - Select Save as Draft if you wish to save your progress to continue later.

  8. Project name - Name your project under "Project Name”. Please ensure the name is unique and not used in any previous project setups.

  9. Category – Indicate the topic of your study in the "Category" field.

  10. Select Study type – Specify if your study is an Adhoc or Tracker study under "Select Study Type."

  11. Choose the security features you want to include in your Zamplia setup:

    A. Survey Length Speed check - Allows you to monitor the speed at which a respondent completes the survey. They will receive a security termination if they answer too quickly.

    In the example below, 2 minutes has been indicated for our speed check. speed check

    B. Research Defender Quality Check ($ An additional cost will be charged for this selection) - Assigns a score to each entry based on the level of security you select (medium or high) and checks for VPN usage, proxy connections, or bot farms. quality check

    C. Group Security check - Prevents duplicates from one study to another by cross-checking completions from different studies. If you have completed coming into study A and don't want them completing in study B, you can apply the group security to both studies and it will help you cross check and prevent any duplications. Click here to learn more about Group Security.

    D. AI Open End Validation Tool ($ An additional cost will be charged for this selection) - This is a security feature provided by Research Defender. This security feature ensures that respondents are not copying and pasting their answers from a clipboard. This feature will also apply to any custom open-end questions added to your project.

    Note: Please note that the AI Open End Validation Too only applies to the Zamplia pre screener questions. Security measures from the AI Open End Validation Too do not apply to your in-client survey questions.

  12. Link Setup - Choose the type of URL setup your survey requires. Be sure to implement Zamplia endlinks in your survey before continuing with your URL set up on Zamplia. For additional information on link set up please select here.

    Static Link - Zamplia offers support for studies that require an open link. Open link means you’ll only be passing back the panelist ID to Zamplia.

    Pinned Link - Zamplia supports studies that require unique links.

  13. QA instructions - Some vendors may require a complete test before launching a sample for your project. Type in instructions on the best stream to test for completions and include any non-targetable qualifications (e.g., "QA: +18, Male, Must work from home at least 2 times a week"). QA instruction

  14. Client PO - Input your project’s PO in the designated field. This will serve as reference during invoicing.

  15. Ready to launch? Or Simply Save for later. A. Create Project - This will initiate the next steps for project set up. B. Save as Draft - Select Save as Draft if you wish to save your progress to continue later.

  16. Review your project settings - Once you are in the project page, review and verify all the settings that you assigned to your project.

  17. Test your project - We always recommend that your test your project to ensure that your Zamplia redirect set up is correct. To learn more about testing select here.

  18. Change study status - Change the status of your study from "On Hold" to "Live". The vendors will be notified to launch sample for your study. change study status