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Creating Your First Research

Step-by-step guidance on setting up your first research project—covering study creation, setup options, and tips to get started quickly.

Written by Harshad
Updated over a week ago

Step 1: Log in Go to https://app.socialtrait.ai/ and sign in with your registered email and password.

Step 2: Choose the right tool Before you begin, read Choosing the Right Tool for Your Research to make sure you're using the best tool for your objective.

Step 3: Start a new study Click + New Research on your dashboard and select a tool:

  • Focus Group Discussion (Auto)

  • Focus Group Discussion (Self-Managed)

  • Creative Ranking

  • Attention Heatmap

Step 4: Set up your study

  • Research Objective — Write a clear statement describing what actionable insight the study must generate. Read the best practice guides: Auto-FGD | Creative Ranking | Attention Heatmaps

  • Assets — Attach images, text, or videos if required (optional depending on tool).

  • Target Audience — Select from communities in your account, or contact support for a new one. Read more about audience selection

  • Tags — Add optional tags to keep projects organized. Tags can also be added or edited directly from the dashboard after the study is created. How to use tags

Step 5: Review and kick off Click Kick-off Research to launch your study. The study name will be automatically generated by AI once the research is in progress.

Saving as a draft instead? If you want to save your setup without kicking off the research, you will be prompted to give the study a name before it can be saved as a draft. This is required because the AI-based automatic naming only applies to studies that have been kicked off

Step 6: Track and receive results Your study will appear under the In Progress tab on the dashboard. You do not need to stay logged in — once the simulation finishes, you'll receive an email notification. The completed report will be available under the Completed tab.

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