Creating Projects

After you have registered an account, a demo project will be created for you. You can use this project to try out all features of Olivia for free. If you want to use Olivia for your own projects, you have to create a new project.

Feature	Your project	Demo project
Slots	Unlimited	5
Team members	✅	🚫
PDF invitation	✅	✅
Questionnaire	✅	✅
On site check-in	✅	✅
Excel export	✅	✅
Live statistics	✅	✅
Team messages	✅	✅

Step-by-step guide

This documentation is designed as a step-by-step guide to help you set up your project. It usually takes about 15 to 20 minutes to configure a project.

1. Create a new project
   To create a new project, click on "Create New Project" in the menu. You will be asked to enter a name for your project. You can change this name at any time later.
2. Configure your project
   Every new project starts with the onboarding process to make sure you have everything you need to start your project. You need...
   • Modes
     Modes are the different types of bookings (focus groups, in-depth interviews etc.).
   • Products
     Products are the items you want your respondents to evaluate (e.g. different types of cars).
   • Slots
     Slots are the time slots for your respondents and can be assigned to modes and products.

After configuring your project, you can add team members, add a questionnaire, customize the PDF invitation, and start recruiting.

3. Invite team members
   Invite your team members to your project and start working together on your project.
4. Project messages
   Add project messages to inform your team members about important changes in your project.
5. Add questionnaire
   You can add your questionnaire to your project. All questions will be exported to Excel.
6. Customize PDF invitation
   Customize the PDF invitation for your respondents. You can also add a QR code for check-in and check-out if you have on-site appointments.
7. On-site Check-in/out
   Quickly check in and check out respondents using Study Live or QR codes on their PDF invitation, streamlining the on-site process and reducing manual errors.
8. View statistics
   Get all the information you need about your project at a glance.
9. Export to Excel
   You can export all data to Excel at any time. This way you can easily import the data into your analysis software.

For a quick overview of how to set up a project, check out our project example.

Related

• Onboarding — the setup wizard after creating a project
• Two-Factor Authentication — required before creating non-demo projects
• Team Members — invite your team after creating a project
• Core Concepts — understand modes, products, and slots before you start