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How To Create a New Trial

How To Create a New Trial

  • From the Admin tab, select Trials from the left pane

  • Click the Create Trial button

  • Enter a name for your trial/project in the Trial Name field.

  • Click the Add a Product button to add the products that will be included in the trial.

  • Customize the product color by clicking on the color picker icon, choosing the desired branding/color for each product.

  • Note that this will be used in the data processing and visualization of the products.

  • Select the country where the trial will take place from the Country dropdown menu.

  • Enter the year of the trial in the Year field.

  • Set the trial as Active if you’re ready to kick off your project.

  • Review the information you've entered and make any necessary edits.

  • Click the Save button to save your trial/project configuration.

You can return and edit the information you've submitted by clicking on the relevant trial/project from the dashboard and selecting the Edit icon.