In this section, you will learn everything you need to know about creating powerful research projects in EnjoyHQ.
Projects are specially designed to help you track data, organize findings and tell a compelling story around your insights.
A project has 3 sections:
The inbox is the place where you want to store and ideally automate the centralization of all the data that is relevant to your research project, this could be customer interviews notes and transcripts, customer feedback from different sources, videos etc.The inbox works as a loose inventory of any data you’ve collected and that you will eventually analyze.
You can think about this section as the initial set of findings that help you illustrate some of the insights you have found in the data. Here is where you start shaping your initial understanding. All these data points will eventually help you tell the story behind your findings.
This is where you transfer your insights and understanding to the rest of the team and the organization. It is all about telling a compelling story that can truly communicate the facts behind your research.
Let’s have a look at how everything works together!
Adding data to your inbox
You can add data to your inbox by uploading files directly to it or adding data from your main repository in the Search area.
Add your search results to a research project using batch editing features
Automating your inbox
Rules is a feature that allows you to set a series of conditions and whenever those conditions are met, you can trigger actions. One of the actions you can trigger is sending specific feedback to a project inbox.
Let’s say you are interested in tracking any feedback from customers that mention the keyword “Uploads”. You can easily set up a rule that tracks that feedback and automatically send it to your preferred inbox. Learn more about Rules here.
Analyzing data in your inbox
Ready to analyze your data? You can do so by highlighting the snippets of text that are most relevant to your research. Each of those snippets and data points will be added automatically to the Insights section.
You can classify your snippets using tags and properties. You can also assign sentiment and add comments to them.
As you classify your data in the Inbox you will start identifying patterns and themes across all data points. The analysis section helps you organize those findings easily.
Removing data from your inbox
You can delete individual documents by clicking the X icon on the right-hand side of the document.
To remove multiple documents simply hover over the docs, select and batch remove as many documents as needed.
Getting things done with Mark as processed: Once you have finished analyzing a document you can mark it as processed, that way you keep track of what have been reviewed. Once you mark a document as processed the progress bar will update accordingly.
Once you have found and classified all your data in your inbox you can:
- Organize your insights into groups
- Organize groups
- Create new insights
- Filter data by tags, properties, metadata and more
Grouping your initial findings
Once you have highlighted all the important snippets of data and initial findings you can start organising them in different groups. You can create groups by clicking the ‘Add another group’ button:
Your groups can be reordered simply by dragging them around. You can also change group colors, which additional context to your analysis:
Searching and filtering your findings
Analysis board supports all of the search capabilities of the project inbox - you can filter all your findings by tags, properties and user data. Results can be easily moved between groups to speed up the analysis.
The summary section is designed to help you present your findings in an interactive format. The goal is not only to record your learning but also to transfer that knowledge to other teams in the organization.
In the summary section you can:
- Add a title and description to your research project
- Elaborate on research findings
- Add interactive reports, images, customer quotes, and media.
- See a list of data or files used to back up your research
- Manage the status of your project.
- Add custom labels to your project (i.e.product areas, verticals, touch points etc)
- Subscribe to email updates
The editor toolbar allows you to quickly embed various types of information in the summary:
Sharing your project
You can share the summary section with others by creating a sharing link inside your EnjoyHQ account. You also have control over whether or not users outside of EnjoyHQ will be able to see a read-only version of the Project Summary. If you set the summary to public, anyone with the link will be able to view the read-only version of the Project Summary.
A Project Summary that has been made public will be denoted with a green link icon.
Inspiration: Examples of research projects you can start today.
- Project 1: Onboarding - Why qualified leads don’t convert?
- Project 2: Why people churn?
- Project 3: Why do people recommend our service/product?
- Project 4: Customer outcomes and onboarding new team members
Subscribing to project changes
You can choose to receive updates about any changes to a project.
If any of the following changes happen updates will be included in your notification email:
- New content (document or highlight) is added
- Project's "to do", "doing" or "done" status changes
- Project's score is set or changed (read more about project scoring here)
- If a project is linked to a Jira issue and that issue's status changes (read more about Jira integration here)
You can choose to receive weekly or daily notification emails.
To subscribe click on the bell 🔔 icon.
When you subscribe the icon's color will change to green.
Prioritization and score system
In this section, you will learn everything you need to know about prioritizing your research projects in EnjoyHQ.
In order to help you surface the most impactful work, we designed a simple scoring system that can help you decide what to work on next.
Here's how it works:
The score is calculated based on three dimensions:
- Reach: 1-10
- Impact: 1-10
- Ease: :1-10
For each dimension, you can assign a value from 1 to 10.
Reach refers to how many customers could be impacted by a specific project or feature. For example, if a feature will only benefit 10% of your users, that could be considered a low reach feature, and you may want to assign a low value to it, for example, 2. On the other hand, if a specific project may impact 80% of your customers you may want to assign a higher value to it, for example, 8.
Impact refers to how much you and your team think the feature could make a difference. For example, if a feature that can help you increase user engagement by 15% you may consider it very impactful so you may want to assign a higher value, like 9. High impact projects can be considered potential big wins for your customers and the business. Low impact features, for example, features that will not add value to customers directly may fall into low values like 1-3.
Ease refers to how much effort you and your team will have to put into the feature or project to make it happen. If a project may take you several weeks and multiple team members you may want to use a low value like 2. If instead, the feature could be researched, built and tested in a couple of hours you may want to give it a high a value like 9. Essentially, the higher the number, the easiest is to execute and implement.
Prioritizing your projects using a scoring system will help you not only to identify important work but it also will give you the flexibility to reassess your initiatives as time and circumstances change.
Research projects help you share customer insights easily 💪
👉If you have any questions, please click on the contact button on the right-hand side of this page or on the live chat icon at the bottom of this screen 💬