Launching Campaigns

Learn how to spin up organizations, projects, and campaigns for your research needs.

Terac Workflow Structure

Terac uses a hierarchical structure to organize research activities.

Organizations

Researchers can create multiple organizations to manage work across different institutions. Access can be shared, allowing multiple collaborators to create, edit, and launch projects and campaigns.

Projects

Each organization contains projects that represent specific research objectives or studies.

Campaigns

Within projects, researchers create campaigns that generate deployable interview links for participant data collection.

Organizations

As a researcher, you can create, edit, and track credit usage within organizations.

Creating Organizations

To create an organization, click “[Your Name]‘s Organization” at the top left hand of the screen and select “New Organization”. Name your organization to your preferences.

Editing Organizations

To edit an organization, click the “Settings” tab and customize to your liking.

Tracking Credit Usage Within Organizations

To track credit usage, click the “Usage” tab.

Projects

As a researcher, you can create and edit projects.

Creating Projects

To create a project, click the “New” button on the right side and select “New Project”.

Editing Projects

To edit a project, click the “Settings” tab and customize to your liking.

Campaigns

As a researcher, you can create, publish, analyze insights, generate reports, and edit campaigns.

Creating Campaigns

To create a campaign, import an existing survey, upload visual/audio stimuli, change the interview mode (structured vs. conversational), and/or interface with the discussion guide chat to make an interview from scratch. You’ll see a sidebar pop up on the right, allowing you to add, delete, and edit questions/sections to your liking.

Publishing Campaigns

To publish your campaign, you must create a discussion guide first. After doing so, click the “Publish” tab. You can test your interview before deploying it, copy the link to the real interview, and source participants by publicly listing your survey or using Terac internal sourcing.

Analyzing Insights

To analyze insights, click the “Analyze” tab to interface with the chat and ask questions about what your interviewees said. To view individual responses on a question-by-question level, click the “Interviews” tab.

Generating Reports

To generate reports, click the “Report” tab and select “Generate Your First Report”.

Editing Campaigns

To edit campaigns, click the “Settings” tab and customize to your liking.