Ways to conduct research methods
CleverX is a completely new way to deliver the highest quality of human insights for research. The entire platform is powered by AI — so customers can get fast access and can recruit the most relevant business participants for research needs.
Workflows built within CleverX
There are 3 types of research workflows built within CleverX (More coming soon in Q1 2025). These workflows allow you to conduct:
Online surveys
Moderated interviews
Product tests
Unmoderated product tests
Moderated product tests
In this article we will be learning how to recruit audiences for online surveys within minutes.
CleverX platform has the following features to ensure high-quality insights.
LinkedIn Verified Professionals
AI powered smart signals to eliminate fraudulent users
Real-time fraud and malicious behavior detection.
The only platform where every partcipant's identity is 100%
transparently available for quantitative studies
How to conduct online surveys?
Here's a step by step guide on how to launch an online survey in just a few minutes.
CleverX is survey tool agnostic, that means you can host your surveys anywhere such as Qualtrics, SurveyMonkey, Typeform, Forsta or any other tool and invite relevant participants to your study.
STEP 1: Initiate survey launch
Start your research study by clicking the online surveys card and initiate the survey launch process.
STEP 2: Choose participant filters
Second step would be to use the powerful filters to bring the right audience to your survey. You can find people based on the following criteria:
Industry
Location (Country and City)
Job roles (Current and past)
Job function
Seniority (Junior, mid, senior and C-Suite)
Specific skills
Company data
Employer name (Current and past)
Company headcount
Company revenues
Additional details on study objectives and goals.
STEP 3: Generate screener using AI (Optional)
In Step 3, The AI Screener generator will ask if you would like to generate a high-quality screener based on your survey requirements. You can either skip this step or generate a highly relevant screener to further validate participants before they can be invited to the live study.
You can edit the screener as you'd like by adding skip-logic, different question types and open ended questions etc.
STEP 4: Add survey link
In Step 4 add your live study link and the survey workflow will generate exit links. These links can be used to track successful, quota full and terminated participants in your survey tool.
STEP 5: Survey details and configuration
In Step 5 you can add further details of your survey such as:
Profile visibility (To avoid response bias)
Study title
Internal study ID
Survey length
Auto-invite or Manual invite based on screener responses
Custom message to invited participants
STEP 6
In Step 6 choose the number of succssful responses required and the Survey AI algorithm will provide you the participant incentive recommendation.
Participant incentive recommendations are optimized to get the max high-quality responses.
STEP 7: Review and launch
In Step 7 review and launch your online survey by adding your credit, debit card or subscription credits. Learn more about subscriptions pricing and credits here
Track your survey data
Lastly, in just a few hours start recieving responses in your survey tool and gather high-quality data.
From here you can:
Look-up and expport participant data
Invite additional participants
Review participant LinkedIn verification
Message participants
Approve or deny new or inbound participant request to participate
Check and export screener answers
You can always check participant information at respondent level, screener answers and even message participants from your survey dashboard
