Welcome to dscout! First, it's important that you use our preferred browser; dscout is optimized for use with the latest versions of Chrome and Edge.

• The dscout homepage
• Navigating a project
• Navigating a screener
• Navigating an Express mission
• Navigating a Diary mission
• Navigating a Live mission

The dscout Homepage

When you first log into dscout, you'll find yourself on your new dscout homepage! Here's a quick tour of everything you'll see on that page.

• In the top left corner, you'll see your account name (that's "Subscription Account" in the above screenshot). Click the dropdown to navigate between any other accounts you might have access to.
• Under Home, on the left-hand side, you'll be able to create a new project.
  • Note: if this button is disabled, your seat access may be limited. Read more here about dscout seat types.
• The search bar in the center of the page will allow you to search within all projects you have access to. It will search project, mission, and screener names for keywords you enter.
• On the righthand side, you'll see your company Account Owner (that'll be the person at your company who is in charge of your dscout account), as well as your dscout Account Manager. You'll then see a link to the dscout help center (that's where you are right now!) and to Talk to dscout support.

Project Lists

Under the search bar, you'll see four tabs: 

• All projects
  • This shows all projects within the account that you have access to, excluding projects marked Completed.
• My projects
  • This view shows all projects within that account that you have created.
• Shared with me
  • This view shows projects that you have been given access to.
• Completed projects
  • This view shows all projects you have marked "Complete." Think of completion as archival: these are projects that are, well, complete! You no longer need these projects to remain active, and will just need access to the data. Note: if your account has data deletion enabled, marking your project as complete will queue the project folder and its contents for deletion. Marking a project as "complete" cannot be undone.

Viewing individual projects

Under the Project type tabs, you'll see individual projects that you have access to.

On an individual project card, you'll be able to "Complete" the project, delete the project folder, enable notifications for yourself, pin the project, add and view collaborators, or click into the project page.

Use the "Add Collaborators" button (the blue pill icon with a plus sign in it) to add or remove teammates to/from the project, and to view current collaborators and their roles. You'll also be able to change each collaborator's notification settings, indicate a project lead, and copy a link to the project to send to each collaborator. 

• Change notification settings: Per person on the project, you're able to toggle whether or not they receive email notifications when a message is sent in the project.
• Indicate a project lead: Select the person who is managing this dscout project, to give other teammates a point of contact should they have questions about the project.
• Project link: When you add a teammate to a project, they'll receive an email inviting them to check it out! Send them this link if they have trouble finding that email (or if you're impatient and don't want to wait for them to check their email).

The Add Collaborators modal will not allow you to change collaborators' account roles. Account Managers and Owners must use the Account page to change account roles.

You can return to your homepage whenever you wish by clicking the dscout logo in the top left corner of the screen.

Next, learn about creating a new project.

 

Navigating a project

Within dscout, all research is organized into projects. Projects are used to house and organize different parts of one study and can include any combination of screeners and missions. Each activity in dscout is visible as a card in your project page.

• Use the left hand side to create new screeners or missions in your project.
• Click on existing screener or mission cards to be taken directly into the research.

See more about the project page.

 

Navigating a screener

Within a screener, you can view all applications in the Invite tab. For an aggregate look at all responses, check the Questions view. For individual applications switch to the Participants view.

Click on a scout card to view their application in detail, and utilize the "Fit" toggles (Good, Possible, or Bad Fit) to rate applicants' potential fit for your mission, based on their qualifications and responses.

Learn more about viewing applications.

 

Navigating an Express mission

Within an Express mission, you'll find four tabs: Recruit, Create, Analyze, and Playlists. Recruit + Create is where you'll do all of your mission building—from participant filtering to your question script. After you launch, you'll see three ways to sort your data in the "Analyze" tab: by Questions, Participants, or Tags, all of which allow you to visualize your response data by different attributes. 

Read more about Express Missions here.

 

Navigating a Diary mission

Within a Diary mission, use the Setup tab to build your mission, the Entries page to see participants' submitted data, and the Manage page to manage your participants.

You can view your entries in five different ways (Grid, Closed-Ended Responses, Playlist Editor, Open-Ended Responses, and Map views), sort entries in four different ways (by scout, by date, by group, or by activity), and investigate + organize what scouts are sending you using favorites and filters.

 

Browse entries in Grid view

The default Grid view shows you all entries in order of scout name, but you can sort entries a variety of ways using the “Sort By” dropdown above the entries— for example, sorting by date is useful if you are interested in viewing new entries as soon as they are submitted.

 

Get a quick read with Closed-Ended Responses view

Click the Closed-Ended Responses icon tab on the top left tabs of the Entries page (or in the Entries page dropdown) to see chart visualizations and counts of your entries’ closed-ended data.

 

Filter entries

Click the filters menu on the left sidebar of the Entries page (any tab) to isolate data and identify trends. Apply filters with regard to your closed-ended questions, demographic info, scout groups or ratings, tags you and colleagues apply, or favorites.

Interact with specific entries

From the Entries grid view, click a specific entry card to open the entry. Review all the scout's responses and demographic information. Flag an individual entry with a single click using the heart icon at the top right corner of the entry. Click the "Notes" tab on the scout sidebar to write a note about a specific scout's entry for the benefit of your colleagues (Scouts do not see notes).

Learn more about viewing mission data.

 

Navigating a Live mission

Within a Live mission, use the Setup tab to build your mission + manage your schedule, the Manage page to manage your scouts, and the Sessions page to view completed sessions + analyze your data.

• View and export clips you or teammates have made by tapping on rows with a purple star.
• View and export scouts' screen shares by tapping on rows with a blue screen symbol.
• Use the Clips & Playlists tab to manage your session clips and create reels.
• View full sessions by tapping on a scout's name from the Sessions page. You can watch the full recorded session, read the transcript, and add clips and notes as you watch. You're also able to export the entire session.

Learn more about viewing Live sessions.