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All guides
Getting started and login6
  • Overview
  • Add an MS / Google account
  • Checklist for Login Issues
  • How to Add a Client with Distribution Access
  • How to Add a New User
  • New User Login
  • Sign in without BankID or access to your cell phone
Survey2
  • Overview
  • Conditions
  • How to Build a Reusable Product Evaluation Survey
Distribute7
  • Overview
  • Automatic Email Sendouts and Reminders in Survey Automator
  • Email Sendout Statuses
  • Here's how to send out your survey
  • How to collect contact details separately from survey answers
  • How to Set Up Panel Distribution with an External Provider (e.g., Cint)
  • The Statistics view
  • What does Opened mean in email sendouts?
Report7
  • Overview
  • Category Hierarchies
  • Creating Crosstabs
  • Groups in Dashboard
  • How to Copy (Duplicate) a Single Report Page into Another Report
  • How to Use AI Analysis in Your Reports
  • Significance testing in Survey Automator
  • Weighting survey data
Data and integrations3
  • Overview
  • Automation tab
  • How To: Categories Are Imported as TEXT Instead of Nodes
  • The Upload Files Tab — How It Works
Tips and best practice2
  • Overview
  • How do I create an interesting survey report?
  • How to create a great survey
Guides

Getting started and login

Log in, set up accounts and add users

  • Add an MS / Google accountWhy is it a good idea to use your own domain account?
  • Checklist for Login IssuesIf you cannot access the login page, please follow these steps and send us the results:
  • How to Add a Client with Distribution AccessBy adding a Client, you can grant an external contact secure access to the parts of the project needed to work on mailings. You choose which tabs the Client…
  • How to Add a New UserFrom the home view, click the Show users button located next to + New Project.
  • New User LoginYou will receive an email from the @researchautomators.com domain with instructions on how to log in.
  • Sign in without BankID or access to your cell phoneIf you can't use BankID or your cell phone, you can log in by setting up your account with a verification code sent via email.
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