Before the customer insight survey is set up, it should be clear for which products / product designs the survey is to be conducted. To be able to collect data from the survey target groups the product data needs to be added to the product group. 

In this example we focus on the manual process, however automated upload of product data is possible as well. 

NOTE: We are recommending to not add more than maximal 10 products into one survey. It is unlikely that users will fill out more information. The amount of products added can freely be chosen.

EXERCISE: Add a "Zebra Pen" product to the "Ball Pen Example" product group. 

Task 1: Open the product view in the composer and open the "Create new product view"

We are starting the compose view of the "Ball pen example" product group. In the case you have closed the product group at the end of the last exercise the product group can be found and open through the search function in Makersite.

The first step is to change the composer view from "Description" to "Products". Please see the red marked boxes in the screenshot above. 

After clicking on products the product window with the product group will open. 

As a Zebra Pen is not already in Makersite available we need to create a new product. The following 3 steps are needed for it (please see them in red in the screenshot above): 

  1. Click the blue plus button to open the "add product window"
  2. Enter the name of the product (Zebra Pen) to check if it is already available in Makersite. The search results are shown below the Product entry field. 
  3. Click "Create a new product" to enter the product composer. 

Task 2: Enter all product data for the "Zebra Pen" into the "Create Product" window. 

In the "Create Product" window we can now set up the Zebra Pen product. 

The following information is to be entered in the set up:

  • Product name (mandatory)
  • Brand (mandatory)
  • Unit of measure (mandatory)
  • Description (mandatory) the description text will be used a description text in the survey and should therefore be carefully written. 
  • Minimum and Maximum price (mandatory) the price range will be used in the questionnaires. 
  • Currency (mandatory)

For the example enter the following info and press save:

  • Product name: Zebra Pen
  • Brand: Makersite
  • Unit of measure: Unit (select from drop down list)
  • Description: 1.0mm medium point ballpoint pen featuring low viscosity black ink for a smooth, skip-less writing experience and quicker writing speeds. Vivid, reliable black ink and solid pen construction make for a great everyday writing tool Ideal to use in a notebook, journal, planner, legal pad, on invitation cards and almost any paper surface.
  • Minimum - Maximum price: 6 - 8
  • Currency: $

Finally, the add product window is opening again now with the "Zebra Pen. 2 more steps are needed: 

  1. Enter the normalization factor 1. This is a mandatory step, but has no direct use case for the customer survey.
  2. Now press the hook and the product is added to the product group. 

Task 3: Add a picture to the Zebra Pen product

All relevant data for the product has been entered. Now we need to attach a picture. 

  1. Open the product in the product view. Click on the eye icon behind at the complete right of the product row (see screenshot):

2.In the product composer you can now add the images by pressing on the + sign in the images box.
Note: in the product composer you can edit all product data that was entered during the "create product process" described in task 2. You can add additional product attributes by using the blue + in the lower right corner. 

3. Now you can add pictures either by dragging and dropping them or by browsing your files. 

4. After pressing save the picture is added to the product. Repeat the process to add several images. 

Task 4: Add 3 other products to the product group by repeating the process described above.

Pen 1

  • Product name: Paper Mate
  • Brand: Makersite
  • Unit of measure: Unit (select from drop down list)
  • Description: Ultra-smooth Black ink keeps the fun and ideas flowing
  • Minimum - Maximum price: 6 - 14
  • Currency: $
  • Picture: Download a random pen picture from the web for training purpose. 

Pen 2

  • Product name: Ergonomic Grip Pen
  • Brand: Makersite
  • Unit of measure: Unit (select from drop down list)
  • Description: Retractable ball pen with side click retraction for added convenience. Specially designed grip for comfortable writing
  • Minimum - Maximum price: 3 - 7
  • Currency: $
  • Picture: Download a random pen picture from the web for training purpose. 

Pen 3

  • Product name: Black Barrel Pen
  • Brand: Makersite
  • Unit of measure: Unit (select from drop down list)
  • Description: Sizzling barrel colors. Refillable with refill cartridge.
  • Minimum - Maximum price: 8 - 12
  • Currency: $
  • Picture: Download a random pen picture from the web for training purpose. 
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