Due: Sep 21 by 11:59pm

Weight: This assignment is worth 3% of your final grade.

Purpose: The purpose of this assignment is to get familiar with the formr.org survey platform, which we will be using to implement our surveys.

Assessment: This assignment is graded using a check system:

Notice that this is essentially a pass/fail system. I’m not grading your writing ability and I’m not counting the number of words you write - I’m looking for thoughtful engagement.

1. Getting Organized

Download and edit this template when working through this assignment. Notice that this week’s template is a .Rmd file.

2. Readings

Next week we will start getting into designing conjoint surveys for our projects. We will implement them using formr.org, which is an R-based platform for designing surveys. The platform allows you to use R or markdown code (just like you would in a .Rmd file) to define everything you see in an online survey. All survey elements are defined using Google Sheets.

To get familiar with the platform, go to this post on my website and watch the ~45 min video on the page. It is a recording of me introducing formr.org at a GW Coders community meet up earlier this year. The first 5 minutes is a high level introduction, and the rest of the video goes into a detailed demo of the platform.

Take notes as you watch the video.

At the bottom of the page in the section titled “Surveys with {formr}”, you can see links to the actual surveys I used in the video.

3. Make a team formr account

As a team, you will need to create a formr.org account to design and implement your own survey. Follow these recommended steps to get started:

  1. Create a team gmail account that everyone can access. Please do not use an existing personal account - just create a new account for the whole team to share. We’ll use this account to create the Google Sheets for our formr surveys.
  2. Use your team gmail account to create a team formr account. When you do, you’ll need a referral token - check the class slack for the token to use (it’ll be posted in the #project channel).

4. Make a practice survey

Using your team gmail and formr account, try replicating the random images survey I demonstrated in the video. Follow these steps:

  1. Make a copy of the survey Google Sheet in your team gmail account. Make sure you turn the share settings on so that anyone can view it (if you don’t, formr won’t be able to read it in).
  2. Log in to formr.org with your team account and create a new survey using that Google Sheet. Since your teammates will all be doing this using the same account, give your survey a unique name, like randomImagesName but replace Name with your name.
  3. Once you have your survey uploaded, you can make it live by creating a “Run”. Create a new run, and give it the same name as your survey name. Add your survey to the run by clicking on the icon, then add a stopping point by clicking the icon.
  4. The link to the survey will be https://your_run_name.formr.org. You can control whether your survey is “live” or not by modifying the “volume” icons. I recommend setting it to the icon, which means people who have the link can access the survey.
  5. Try it out! See if the survey works as expected. You can also click through a few times and then see the response data by going to your survey (not the run) in the formr.org admin page.

5. Reflect, Knit, & Submit

Reflect on what you’ve learned and any questions or points of confusion you have about creating surveys with formr. Is there anything that jumped out at you? Anything you found particularly interesting or confusing? After reflecting, do the following:

EMSE 6035: Marketing Analytics for Design Decisions (Fall 2021)
Wednesdays | 6:10 - 8:40 PM | SEH 7040 | Dr. John Paul Helveston | jph@gwu.edu