Creating a campaign
1
Open the Dashboard
After logging in you land on the main Dashboard. If you don’t have any campaigns yet, the screen invites you to create one right away.
2
Click New campaign
You get the What do you want to build? screen. There are two ways forward, and only two.
3
Describe the study, or start from scratch
Describe your study to the AI, attaching a PDF or DOCX brief if you have one, and it drafts the interview for you. Or choose Start from scratch and build it block by block.
4
Enter the Builder
Either way you land in the Builder: with the canvas already populated by the AI, or with an empty canvas ready for your blocks.
The AI panel in the Builder is called Exoid AI and is marked BETA. See AI Interview Builder.
Adding blocks
There are two ways to add a question to the canvas. The difference is in how connections are handled.- Side toolbar
Adding a block from the Exoid Builder toolbar
Positioning on the canvas
You can move each block freely with drag & drop. To tidy things up, use Auto resize in the canvas bar: it aligns branches and spacing to make the flow readable, without touching your logic.Connecting blocks
Every block has an exit point at the bottom and an entry point at the top. Drag the connector from the source block to the target block: the connection defines the interview path.Connecting with “Go To”
The Go To action is available only inside conditions. When you set it, the system creates the connection between blocks automatically and keeps logic and flow structure in two-way sync. So a block has two possible exits: the connector you drew by hand, and the one a condition takes over when it matches.Wait timer for questions with media
For questions with images or video you can set Wait before advancing: the participant has to stay on the question for the time you set before they can move on. It’s essential for concept tests and advertising evaluations. The setting lives in the question panel, next to the other block options.
The wait timer in the Exoid Builder
Deleting a block
You can remove a block at any time, in two ways:- Trash icon — select the block: the contextual toolbar appears on the left edge. Click the trash icon and the block is removed from the canvas.
- Keyboard — select the block and press
Del(Windows) orDelete(Mac).
Deletion is immediate and leaves the logic of other nodes untouched. The exception is a block that was part of an active logic path: then you have to reconnect the branches it leaves open.
Deleting a block in the Exoid Builder
The canvas bar
The bar sits over the canvas. From left to right:Exporting and importing the structure
Export survey takes the interview as it is right now — blocks, connections and logic — and downloads it. Import survey does the opposite: it loads that file and rebuilds the whole structure on the canvas. Use the pair to reuse an interview you’ve already built in another campaign, or to keep a copy of a structure outside the platform before you make big changes.Survey history
Survey history keeps the versions of the interview as you edit it, so you can see what changed and go back to an earlier state.Before publishing: unconnected nodes
When you publish your study, the system automatically checks that all questions are connected in the flow.Next steps
Question types
Every available block and when to use each one.
Block options
Set the question code, make a question required, shuffle the options.
AI Interview Builder
Describe your study to Exoid AI and let it draft the interview.
Theme and branding
Put your brand’s logo, colors and cover image on the interview.