Learn how you can easily submit projects and request services through our Services Request Wizard as an Unlimited Seat Based user
- Our services request wizard replaces our previous 'Quote Form.'
- Pro and Premium users should use the Project Start Wizard to begin projects. The form is only needed for services outside of your plan.
- Premium+ and Consumer Reach users can use the wizard to submit their projects from start to finish.
- Click here to verify what's included in your subscription.
Access the Services Request Wizard
Instructions
- Login to your Discuss account.
- Click on the +New Project button from the top right of your dashboard.
- Pro and Premium users will be redirected to the Project Start Wizard. A shortcut is available on the bottom right bar, to access the Services Request Wizard.
Start Request
Please confirm your subscription details and let us know what level of services you need for the project.
- Confirm Subscription: The subscription field will display the Organization name associated with your USB Subscription. If you have multiple subscriptions, you will be able to select the correct one here. If you are an agency partner managing a project for a client with an unlimited subscription, make sure to select their subscription from the dropdown menu. To access their subscription, the client's organization admin must first add you as a seated member of their organization. You can learn how to do this here.
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Service Level Question: You will be asked which level of services you require.
- Full Service - This is for project support that includes Recruiting, Project Management, and Optional Add-Ons. Note that this service level is included with Consumer Reach subscriptions. You can indicate if you want recruitment for Live Interviews, Asynchronous Research Tasks (Self-captures), or both.
- Live Interview Setup - This is for project support that includes Project Management and Optional Add-Ons. Note that this service level is included with Premium Plus Subscriptions.
- Tech Only - This option allows you to access platform tools and technical services like Human Transcription, Platform Training, and Live Support (if not included in your subscription). This selection will skip the Project Basics and Markets page and go straight to the Add-Ons page.
Project Basics
This page will be where you enter more detailed information about your project. Information will appear based on the services included in your subscription.
- Research Objective (Full Service Only) - Let us know a bit about your project. Our team will use this information during the recruitment process to help find the best respondents. If you are running a project with both Asynchronous activities and Live Interviews, you will be able to enter different objectives for the different types of research.
- Async Activity Detail (Full Service Only) - If you are requesting a project with async recruitment, please let our team know more about the tasks that will be involved in the project.
- Live Interview Device Selection - If your project involves live research, you can select if respondents must join from a computer or if mobile devices are allowed.
- Expected Timeframe - Let us know the expected time frame for your project.
Markets
Let us know where the research is taking place. This will help us understand what languages the research will be taking place in and ensure you get the best coverage for your project.
- Respondent country - The location where your respondents are located.
- Respondent Language - The language that your respondents will speak.
- Asynchronous Sample Size - If your project includes Async recruitment, let us know how many recruits you need to complete activities.
- Live Interview Sample - If your project includes live interviews, let us know how many sessions you will run, how many respondents will be in each session, how long each session will be.
- Moderator Needed (per Market) - Select this if you need Discuss to provide a moderator for Live Interviews. If you select this option, you will also be able to indicate if you need Discuss to create a report or discussion guide for this project. Note that you can add multiple markets to one project.
- Translator Needed (per Market) - Select this if you need Discuss to provide a live translator for Live Interviews. You can choose either a simultaneous or consecutive translator (link to move info)
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Async to Live Casting - If you are recruiting for both asynchronous tasks and live interviews, let us know if you want to use the async activities as part of the process of screening which respondents to include in the live interview.
- If you choose YES to this option, we will recruit the number of async respondents listed and fill the live interviews with those respondents. In this case, recruitment costs will be determined by the number of async respondents.
- If you choose NO, we will recruit the number of async respondents listed and a separate pool for the live interviews. In this case, recruitment costs will be determined by adding the async and live respondents.
Backups
If you are requesting Live Interview recruitment, you will be prompted to select the number of backup recruits for each market. We do recommend recruiting some backups to ensure that your project is executed smoothly.
Share Recruitment Criteria
Use this page to let us know the details our team will use to recruit for your project.
- Recruitment Criteria -Use this field to let our recruitment team know who you are looking to include in this project. If you are recruiting for Async Activities and Live Interviews separately, you can choose to enter different criteria for each methodology.
- Incidence Rate - Let us know if the respondents you are looking for will be more difficult to find. This generally refers to people who have specialized knowledge or professions such as doctors or business leaders. You can also say you aren’t sure and our team will help determine the incidence rate for you.
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Screener You can let us know if you would like us to create a screener for your recruitment process.
- You can choose to have the screener translated into the respondents’ local language.
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or Mark as "Criteria is Complete" Use this setting if you do NOT want our team to confirm the criteria before creating the screener.
Request Add-Ons
Add-ons are project dependent. You'll see available add-ons based on your subscription.
- Live Tech Support during Interview(s) - Pro Subscriptions ONLY - An agent will be available throughout your interviews for support and troubleshooting.
- Genie (Generative AI): Get to insights faster with instantaneous AI-powered interview recaps, project summaries, themes, and more that save, on average, 10-20 hours per project. Note that if your organization has Genie included in your subscription, this will be automatically enabled and will not be a setting on the form.
- Mobile Screen Share (also known as Mobile Usability) - Mobile Screen Sharing allows a participant to live stream a mobile phone application during an Online Live Interview session. The respondent downloads the approved DIO app from the app store and is then able to share their mobile screen during a live online interview.
- Training - Have a Home representative join you/your team in a meeting room for a training session(s).
- Embedded Consent Forms - Have respondents e-sign legal documents such as NDAs & compliance forms during the Tech Check or as they enter the interview. Forms are conveniently stored in one place & easy to review. We charge for the actual usage of the forms at the end of the project.
- Live Interview Human Transcription - Get an accurate account of every word said during your sessions. Machine transcripts (85% accurate) are included at no extra cost.
If you have selected Full Service project with Live Interviews at the "Start request step" you can add the following selections:
- Pre-Task/Homework - Let us know if the respondents will be required to complete an activity before attending the session. This will require additional shipping costs.
- Product Placement/Shipping - Let us know if you would like us to send a physical product to the respondent before the session.
If you have added Full Service project with Live Interviews and a Moderator at the "Start request step" you can add the following selections:
- Project Report - Let us know if you would like our team to create a project report. You can choose if you want a Full report, Summary report or Top Line report.
- Discussion Guide - Our moderators can create a discussion guide for your project prior to running the sessions.
Review and Submit
Review your project details before submitting.
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Project Summary - This section will list out all the details that you have requested on your project. You can use this to confirm your selections are accurate before submitting.
- Any services requested that are not included in your subscription will be labelled.
- Ready to Start - Let us know if you are ready to start your project or if you need more time to finalize any details on your end. If you are ready to start, a project manager will be assigned and your project will kick off right away. If you are waiting for details, we will wait until we get a final confirmation to get started.
After submitting, our team will respond promptly with the estimated cost of your project.
Video Walkthrough
Click here for a walkthrough from our product team.
Flexpot and Adhoc users
If you are on a Flexpot plan or an ad-hoc customer, please follow the process here to submit your research.