Skip to main content
DeepField separates organization-level settings from the work inside an individual study. Use this guide to identify where a task belongs and which actions are available at each study status.

Before you start

Have a signed-in account and a study you can open.

Use the main navigation

The left sidebar contains:
  • New study, where you can create with the assistant, recreate or adapt an uploaded questionnaire, or start with a blank questionnaire.
  • Studies, where you can search, filter, organize, and open existing studies.
  • Settings, where you manage members, organization settings, usage, your profile, and security.
  • Log out, at the bottom of the sidebar.
The support messenger appears in the lower-right corner when it is available. See Get help if it does not appear.
New study page with the objective composer and questionnaire creation choices

New study provides an objective composer, file attachments, and four creation paths.

Open the demonstration study

A new account contains one study it did not create: a demonstration study, present so that the views described below have something in them before your own fieldwork starts. Everyone in your organization sees the same one. Its responses are simulated rather than collected from live participants, so treat its figures as an illustration of the workflow and never as evidence about a market. What it does show is a complete study: a programmed questionnaire with routing and quotas, responses to review and filter, a saved analysis plan, the charts that plan produced, and a report. The study belongs to your organization. Rename it, edit the questionnaire, duplicate it as a starting point, or delete it. Deleting it is permanent and it is not restored.

Find and open a study

Open Studies. Search matches study titles, internal names, descriptions, and folder names. Status filters narrow the list to Live, Draft, In setup, or Completed studies. Use My studies to show work associated with your account. Switch between List view and Grid view depending on whether you want to browse the folder tree or folder tiles.
Studies page filtered to the fictional Meridian studies, with search and status controls visible

Use search and status filters together to reduce a long study list before opening a result.

Open a study’s ⋮ menu to access Settings, Move to folder…, Duplicate, or Delete. Study settings include its internal name and description. Whether a study surveys consumers or professionals comes from its research brief, and DeepField can adjust it; it determines how recruitment is priced.
Deleting a study permanently removes its questionnaire, responses, reports, and other study content. Confirm the study name and intended deletion before continuing.

Organize studies in folders

Select New Folder, enter the folder’s name and select Create to create a top-level folder. To create a nested folder, open the parent folder’s menu, select New subfolder and name it the same way. Rename a folder from its ⋮ menu or by editing its name inline. Move a study by dragging it onto a folder or by selecting Move to folder… from the study menu. Permissions inherited from the destination folder may change who can open the study. Deleting a folder does not delete the studies and subfolders inside it. The confirmation dialog asks whether to move its contents to the top level or to another folder.
Studies in grid view with a demo folder tile and the New Folder tile

Grid view displays each folder as a tile and shows how many studies it contains.

Use the views inside a study

The builder view menu inside Create provides Form, Flow, Variables, Test, Quotas, panels & links, Data sources, Settings, and Translations.

Understand study statuses

Confirming Publish moves a Draft or Testing study directly to Published. Unsaved questionnaire changes or an out-of-date translation can block publication.

Check the result

Open the intended study, confirm its title and status, and select the view for your task. If an action is missing, check study access and status before changing the setup. Use Data sources for customer files and email campaigns to invite their participants. Study settings contains appearance, participant behavior and privacy.