Upload Participant Data

Overview

Uploading Participant Data will allow you to both track participants using unique participant links as well as upload additional participant data that was collected outside the Remesh platform. You can then use this uploaded existing participant data to create Segments and analyze your data. We recommend using this method if you are conducting research on Remesh and would like to pair external poll data with each participant. For example, if you've collected screener data and would like to upload that data rather than asking it again in the Remesh platform. Using this method, you can track participants using their assigned participant identifier to see how much of the Conversation they have completed and how they’ve responded to questions. 

Included in this Article

1. Preparation
2. Tracking Participants
3. Frequently Asked Questions

How it Works

1. Navigate to your Conversation Build space and select the Audience tab on the left hand side.
2. Select Upload Existing Participant Data, input the number of unique links you would like to download and click “Download Template” 
   
3. You will use your downloaded template to assign a unique link to each participant and fill in their associated data. Your template will contain the following columns. 
   1. Column A, Optional Contact Information: You can use this to make note of names or email addresses for each participant. This information will not be uploaded into Remesh.
   2. Column B, Unique Link: These are the links you will send to each participant. Keep in mind one link should be sent to each individual in order to successfully track participants.
   3. Column C, Participant Identifier: This is the unique identifier that is assigned to each participant and is appended at the end of each link. This value can be changed if you choose and will be imported into Remesh.
   4. Column D, E, F etc: Each column from D on will represent a question and responses that you would like to upload into Remesh. Row 4 (D4, E4, F4, etc.) will contain the questions participants were asked. Below each question you will input the response for each participant. More details on how single and multi-select polls should be formatted can be found below.
      1. Single Select Poll: Input your questions in row 4 with one question per column. Below each question, input the response for each participant. You can see an example of this below for the question "Select the primary factors driving your purchasing habits."
      2. Multi-Select Poll: Input your questions in row 4. Repeat the question in row 4 for each poll option available. Then input the responses each participant provided below the questions. You can see an example of this below for the question "Which of the following pizza toppings do you enjoy?"
   5. A completed template might look like the following:
      
4. Return to the platform and click “Upload File” then select your template.
5. Uploaded data will appear in the "Participant Data" tab.
   
6. You will also see Onboarding Polls associated with your uploaded questions automatically appear in your discussion guide. As participants access the Conversation using their unique links, their associated uploaded poll data will automatically populate for the moderator and observers but will not be visible to participants.

Tracking Participants

1. When the session has ended, the Participant Data CSV can be downloaded which will show a list of IDs who participated and the percentage of questions they answered.
   
2. You can then cross-reference this with the list of Unique IDs assigned to each participant, found in the template you downloaded.

Frequently Asked Questions

• Can I upload open end data?
  Upload participant data is designed specifically to upload poll data that was captured outside of Remesh such as screener data or human resource information information system data. If you need to upload open end data, we would recommend utilizing our External Data Import feature.
• What happens if I upload multiple templates?
  Uploading multiple files will not overwrite your previously uploaded participant data, it will append your previously uploaded data. You can continue to upload participant data until you publish your Conversation, at which point you will no longer be able to add additional data.