Creating Instructions

Example 1:

• Project details

• • 2 products
    • Chicken Jerky Dog Treats
    • Duck Jerky Dog Treats
  • 3 surveys
    • Chicken Jerky Dog Treat Trial Survey
    • Duck Jerky Dog Treats Trial Survey
    • Jerky Dog Treat Wrap Up Survey to measure preference

1. Once you click into the "Instructions" tab of your project set up, start by inputting your trial length. Trial length is the amount of time from when Highlighters receive their box that they have to complete all tasks/surveys associated with the project. For this example, we will be giving Highlighters 7 days to have their dogs try both treats and complete 3 surveys. 
   
   
2. Next, we will write out detailed step-by-step instructions for the Highlighters to follow while testing. It is important to include the below details:
   
   1. 1. Order in which participants should test their products and complete their surveys. For randomized order rotation write "first product", "second product", etc. into your instructions. If no order rotation is being used, write the exact participant facing name for the product. 
      2. Information about how long to test the product for
      3. Whether they should wait in between steps or if samples need to be tested on the same day
   
   In this test, we will instruct Highlighters to give their dogs the first treat sample and take the associated survey, then wait a day before completing these steps for the second product. Then, we will instruct them to take the final wrap up survey after their dogs have consumed both samples. 
   
3. After you have filled out the trial steps, click “Continue to Product Instructions” to move on to the next portion of the “Instructions” tab. 
   
4. Now we will fill out any specific instructions for how the Highlighters should use the product. If you have the same product instructions for all samples you can use the “Apply to All” button to transfer instructions to all products.  For our test, we will instruct Highlighters to give their dog the whole treat and not to break it into smaller pieces. 
   
   
   Alternatively, if you do not have product specific instructions you can select “I don’t have any specific product  instructions”.
   
   
5. After you have completed the "Instructions" tab, click “Continue to Handling” to move on to the next section of your project set up.
   

Example 2: 

• Project details 
  • 1 product
    • Gel facial moisturizer 
  • 5 surveys
    • End of Week 1 Survey
    • End of Week 2 Survey
    • End of Week 3 Survey
    • End of Week 4 Survey
    • Initial application video for a subset of Highlighters

1. Once you click into the "Instructions" tab of your project set up, start by inputting your trial length. Trial length is the amount of time from when Highlighters receive their box that they have to complete all tasks/surveys associated with the project. For this example, we will be giving Highlighters 4 weeks to complete their weekly surveys and submit an initial application video. 
   
   
2. Next, we will write out detailed step-by-step instructions for the Highlighters to follow while testing. It is important to include the below details:
   
   1. 1. Order in which participants should test their products and complete their surveys. For randomized order rotation write "first product", "second product", etc. into your instructions. If no order rotation is being used, write the exact participant facing name for the product. 
      2. Information about how long to test the product for
      3. Whether they should wait in between steps or if samples need to be tested on the same day
   
   In this test, we will instruct Highlighters to use the moisturizer daily for 4 weeks and take a survey at the end of each week. 
   
3. Now, we will write out the instructions for the subset of Highlighters submitting an initial application video. We will add when the video should be taken, how it should be taken, and what should be done/said in the video to the instructions we previously wrote.
   
4. After you have filled out the trial steps for both sections, click “Continue to Product Instructions” to move on to the next portion of the “Instructions” tab. 
   
5. Now we will fill out any specific instructions for how the Highlighters should use the product. If you have the same product instructions for all samples you can use the “Apply to All” button to transfer instructions to all products.  For our test, we will instruct Highlighters to not make any changes to their skincare routine other than incorporating the moisturizer and to use the moisturizer as they normally would. 
   
   Alternatively, if you do not have product specific instructions you can select “I don’t have any specific product  instructions”.
   
   
6. After you have completed the "Instructions" tab, click “Continue to Handling” to move on to the next section of your project set up.