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Create a project, study, or screener

Whether you’re creating a new study, a screener to help recruit for that study, or a project to keep it all organized, here’s a quick guide to get you started.

Create a project

Think of projects as folders to keep your research organized. You might need multiple studies or studies to get the insights you’re looking for, and you can keep them all together in a single project.

To create a project, click New Project in the top-right corner of the Dscout homepage.

Now, you’re taken to the blank project’s page where you can edit the project’s details, build studies and screeners, and invite project members.

Tip: Give your project a descriptive title and quick description so any project members you invite have context around the project’s purpose. Don’t worry—your research participants won’t see either of these.

Create a study

Studies are the heart of conducting research in Dscout. They’re how you build, manage, and field moderated and unmoderated studies. Once you’ve created a project, you can start creating studies.

To create a study:

1

Navigate to the project where you want your study to live.

2

Click the Create study button in the top-right corner of the page. The Create something new modal is displayed.

3

Select a study type from the following options:

  • Usability test: Great for quickly validating and iterating with heat maps, task prompts, and more.

  • Media survey: Great for capturing deep survey data with photos, videos, and more.

  • Diary study: Great for exploring habits and behaviors over time through multiple activities.

  • Interviews: Great for having moderated sessions with participants with automated transcripts, notes, and more.

  • Intercept study: Great for gathering in-the-moment feedback from users of live websites.

  • AI moderated study (beta): Great for gathering interview-style responses at scale.

4

Follow the prompts to set up your selected study.

For more study type-specific help, check out the following articles:

Create a screener

Screeners are how you recruit participants to join your studies. You can create a public screener to recruit directly from Dscout’s pool of participants (known as Scouts) or a private screener which you can then share with whoever you want using a dedicated share link.

1

Navigate to the project where you want your screener to live.

2

Click the Screeners tab at the top of your project.

3

Click the Create screener button in the top-right corner of the page.

4

Follow the prompts to set up your screener.

For more information on creating a screener, see Set up a screener.