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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.

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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”).