One clear path
from setup to data.

Capacity connects the steps of a study so teams can plan, reach participants and track results in one workflow.

01Profile
02Program
03Field
04Export

THE WORKFLOW

Eight steps, one connected process.

The exact configuration can vary by study and methodology.

01

Configure respondent profiles

Define the attributes used to understand and qualify participants.

02

Build or integrate the panel

Recruit or import panel members and keep profiles organized.

03

Create a survey

Choose the study format and set up the instrument.

04

Program and configure

Add questions, logic, quotas, language options and branding.

05

Identify and invite

Target eligible participants and manage invitations.

06

Collect participation

Participants complete surveys or join conversations.

07

Monitor fieldwork

Review response volume, quotas and survey statistics.

08

Review and export

Check responses and export data for analysis.

01–02

PREPARE

Start with people and profiles.

Define participant attributes and build or connect a panel. Recruitment, imports and screening create the audience foundation for a study.

  • Configure respondent profiles
  • Build or integrate the panel
03–05

DESIGN & TARGET

Turn the research question into a study.

Create the survey, program questions and logic, establish quotas and traffic, then identify eligible participants.

  • Create and program the survey
  • Set quotas, languages and branding
  • Target eligible respondents
06–08

FIELD & LEARN

Collect, monitor and export.

Participants respond through the connected experience while the research team monitors progress. Review responses and export data for analysis.

  • Collect participation
  • Monitor fieldwork
  • Review and export data