Overview
Creating a Discussion Guide allows you to select and send out pre-programmed content to the group as you moderate a Live session. In a Flex session, your Discussion Guide contains the questions your participants will answer at their own pace.
How it Works
There are three ways to program a Remesh Discussion Guie:
- Using the Discussion Guide Builder
- Using a custom Discussion Guide template
- Uploading the Discussion Guide Excel template
In this article, we’ll focus on using templates. We’ll start by covering how to create and edit templates in the Discussion Guide Builder, and then review how to upload the Discussion Guide Excel template.
Creating and editing custom Discussion Guide Templates
Your team can create custom Discussion Guide Templates that include questions, polls, text, stimuli and pre-defined segments to help streamline your future research projects.
You can create a custom template by either using a previous Conversation or by creating a Discussion Guide from scratch within the Team folder.
To create a custom template from scratch, start programming your Discussion Guide using the Discussion Guide Builder. To save your Discussion Guide as a template:
- Click the “Save as Template” button, which appears as the floppy disk icon with an arrow.
- You’ll be prompted to name your template. By default, the name will populate as your Discussion Guide name + Template, but you can edit this name to whatever will be most helpful for your team.
- Click “Create” and your template is ready to be used by other team members!
- When creating your custom template from within the Team folder, you also have the ability to pre-program the Segments, saving your team even more time for future projects.
- Templates are easy to edit but are “locked” as a precaution to ensure you don’t accidentally make unintentional changes to a team template.
To edit a shared custom template:
- You must “unlock” the template by clicking the “Edit Template” button in the top right corner of the screen.
- The template can now be edited, including the defined Segments.
*Please note that when you make a change to a template, that change will apply to the entire team, but won’t apply to already-created Conversations. If you want to apply changes to existing Conversations, you’ll need to re-import and replace the Conversation.
Using the Discussion Guide Excel Template
To access the latest version of the Discussion Guide Excel Template click “Import” then “Excel File” then “Download Blank Template.”
- Column A (Notes)
- Enter any personal notes or comments. This information is not imported into the platform.
- Column B (Cross Conversation Tag - Polls and Opinions only)
- This can be used to tag Poll and Ask Opinion questions that you wish to aggregate across multiple Remesh conversations (e.g. running the same conversation across different markets or audience groups).
- Please note that this process is no longer necessary to create a merged data output, as we have released the ability to generate merges in the platform. You can find instructions for creating a merged data output here.
- If you’d prefer to use Excel merge tags, each question you would like to merge would be assigned a merge tag in your discussion guide, and the same merge tag would be assigned to the question you would like it to be merged with in the other conversation. You can do this with up to 65 merge tags.
- After the conversation has ended, you will navigate to the Post Session Analysis space and click “Merged Conversations” to access your merged CSV files.
- This can be used to tag Poll and Ask Opinion questions that you wish to aggregate across multiple Remesh conversations (e.g. running the same conversation across different markets or audience groups).
- Column C (Item type)
- You can find a complete list of Remesh item types and descriptions here.
- Please note that branching is currently not supported in the Excel template but can be added to your discussion guide after importing into the platform.
- You can find a complete list of Remesh item types and descriptions here.
- Column D (Content)
- Enter the actual question or statement.
- Column E (Duration)
- Enter the amount of time allotted for each question. Please select the time from the drop-down menu using our suggested Question Time Duration as a guide.
- Column G (Randomize poll options for each participant?)
- Choose to randomize poll options for each participant to eliminate bias
- Column H (Add "Other" as an option?)
- Choose to automatically add "Other" as a poll option anchored to the bottom of your entire set of options
- Column I (Add "None of the above" as an option?)
- Choose to automatically add "None of the above" as a poll option anchored to the bottom of your entire set of options
- Columns J-AC (Poll or Category Option)
- Enter the poll choices for any Onboarding Poll, Poll Single Select, or Poll Multi-Select. This is also where you'll enter the categories for Ask Experience questions.
- Note that while the import template only includes room for 20 options, you can add more in the Discussion Guide Builder on the platform.
- Enter the poll choices for any Onboarding Poll, Poll Single Select, or Poll Multi-Select. This is also where you'll enter the categories for Ask Experience questions.
After programming the Discussion Guide into the template, you can upload your file by clicking “Choose File” then add any images, videos or branching questions.