Set Up
Creating Your First Project
This document will walk you through how to create your first project and upload your discussion guide.
Create Project
- Start by navigating to your CoLoop home space. In the top-right corner, click the “Create” button.
- Provide a descriptive project name (e.g., “First Time Voters Interviews”). Choose a name that reflects the topic, wave, or type of data so it’s easily recognizable.
- Add project tags (optional but recommended). These are labels that will help you filter and search for the project later.
- Choose a data storage region: US, UK, or Europe. All are hosted on encrypted AWS servers and are equally secure. Select Europe to be GDPR-compliant. Choose the region that best fits your privacy needs.
Upload Your Discussion Guide
- Upload a .docx file containing your discussion guide (or project context if you don’t have a discussion guide).
- CoLoop will extract:
- Project objectives (which you can edit)
- A summary description (which you can edit)
- Contextual tags to guide analysis
- If working across multiple markets or segments, combine guides into one document with clearly labeled sections (e.g., “Discussion Guide – UK Segment”).