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Before you build your first study, it pays to nail down a few terms. These are the words you’ll meet everywhere in the platform and in this documentation: learn them once and you’ll save yourself confusion later. The objects nest: a workspace holds your campaigns, a campaign is a flow of blocks, and what comes back from respondents splits into three kinds of response.

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The platform glossary

In Exoid every company works inside a workspace: the space where studies are created, collaborators are managed and data is analyzed.A workspace has a name, a logo, a billing country and a list of members with different roles. Every campaign belongs to a workspace, and so do its credits and its plan limits.The side menu of the workspace is Dashboard, Members, Docs, Settings and Support.
The campaign is your study. It has an identifying name, a status and a flow of blocks.There are three statuses:
  • Draft — the initial status. The interview is not accessible to respondents.
  • Live — the interview is public and can be answered through the link or your distribution channels.
  • Closed — deactivated manually or when the limits you defined are reached. It stays visible but accepts no new responses.
The block is the unit of the Builder. It can be a question (multiple choice, slider, rating, matrix and so on), a non-interactive informational message or an ending screen.Every block has an exit point at the bottom and an entry point at the top. Drag the connector from one block’s exit to another block’s entry to define the interview path.
Every question carries a code — Q1_AGE, SQ_HYPE_CUSTOMER — that you set in the block options. It is the name the question answers to everywhere else: the response table columns, the export files, the filters and comparison clusters in the results, and the questions.<CODE>.responseValue API in scripts.Pick codes you’ll still recognize in a spreadsheet months later, and set them before you start collecting.
The canvas is the node view where you build the flow. Blocks move freely with drag & drop and realign with the Auto Layout command, without changing any logic.The canvas toolbar also gives you zoom, full screen, JSON import and export of the structure, settings, theme and version history.
The alternative linear view, split into three areas: the question list on the left, a live preview of what the respondent will see in the center, and the configuration of the selected block on the right.It’s the right view for working on logic and visibility conditions. To change the structure (delete or reorder blocks) you need to go back to the visual Builder.
A condition decides where to route the respondent based on their answers. It’s always made of three elements: the reference question, an operator and the value to check.Multiple conditions combine with AND (all true) or OR (at least one true). With the Go To command the Builder automatically creates the connection between nodes.
A dynamic value you insert into question titles and descriptions using the {{variable_name}} syntax. During the interview the system replaces the placeholder with the current value.A variable has one of three sources: set by hand, taken from a URL parameter, or filled with the answer to a question. The last value assigned overwrites the previous one.
The person who answers the interview. Collected responses fall into three types, kept separate in analysis and export:
  • Normal responses — the complete, valid sample.
  • Screened-out responses — respondents excluded by screener or quota criteria.
  • Discarded responses — responses removed manually or for quality reasons, kept for dedicated checks.
The maximum number of completes for a given answer profile. When the quota is full, the interview stops automatically for any further respondent who matches that condition.It’s there to collect balanced samples without policing them by hand. Each quota has a name, a maximum number of respondents and a set of conditions; you configure it in the campaign settings, Quota tab.
A pay-as-you-go balance that complements your subscription plan rather than replacing it. The plan defines the structural capacity of the account; credits cover variable activities.Their main use is recruiting participants from the built-in panel. The Dashboard counter splits the balance into Available and Reserved: the reserved ones are already committed by campaigns in progress.
A campaign setting that structures your data for professional statistical analysis. When it’s on, you get:
  • response times (total, per question, start and end);
  • technical data about the respondent (device, operating system, browser, traffic source);
  • typed variables for statistical software and SPSS .sav export;
  • context variables and visibility conditions;
  • advanced logic expressions across questions.
Advanced statistics mode is the recurring prerequisite for many platform features. If a feature isn’t available, check this setting first: Advanced statistics mode.

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The three stages of a campaign

Once you open a campaign, the bar at the top has three stages: Build › Share › Results. You build the interview in the first, get it in front of people in the second — the copy link box and participant recruiting both live there — and read what came back in the third.

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The study lifecycle

1

Set up the workspace

Create the organization or accept an invitation to an existing workspace, then invite your team members and assign their roles.
2

Build the flow

Add blocks in the Builder, connect them to each other and define conditions, variables and the visual theme.
3

Publish

Move the campaign from Draft to Live. From this moment on people can start answering.
4

Distribute or recruit

Share the public link on your own channels, or recruit qualified respondents from the global panel.
5

Analyze

Read the Summary, filter on the answers to specific questions, compare respondent clusters and query your data.
6

Share and export

Share the results with your team or export the dataset in the format you need.

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Next steps

Your first study

Put these concepts into practice in a guided end-to-end walkthrough.

The Builder

Step into the canvas and see how a flow of blocks comes together.

Related topics

What you can do with ExoidYour first studyExoid documentation