Materials & Connections
Put each source in the right place: a research task, an audience, or a connected data system.
The right destination depends on what the material should do.
| You have | You want it to do | Use |
|---|---|---|
| Questionnaire, guide, image or concept | Be shown or asked in a research task | Library and the task composer |
| Customer records, survey responses or transcripts | Help construct and ground an audience | Build from data |
| New recordings or survey waves in another system | Connect or reconnect the provider and import selected evidence | Data connections |
| An existing audience whose membership or supporting evidence needs refreshing | Review the audience and rebuild it when appropriate | Review and update an audience |
Choose the role before uploading
A product brochure describes a product, not the population that buys it. A customer table describes customers, not the stimulus you want to test. A transcript may ground audience understanding without identifying which customer spoke each line.
When combining data, keep identifiers and source labels intact. Review what a source contributes before creating an audience. When testing material, inspect the actual attached version before running.
Connections have different effects
Audience data connectors read the sources selected for research grounding. Review the source, permissions and imported material before creating or updating an audience. Use the connection guide for setup, sync and removal.