TechValidate Overview

• ★ TechValidate Content Redesign + Branding Capabilities
• [Video Tutorial] TechValidate Product + Content Overview
• What kind of content I create with TechValidate?
• Three Steps to Getting Started With TechValidate

Questionnaires

• Questionnaire Best Practices
• Previewing Email Invites
• How to Preview Your Survey
• Questionnaire Delivery & Deadlines
• How to Duplicate a Project
• Extended Language Support in Surveys

Projects: Ideas & Sample Questionnaires

• ★ TechValidate Survey Design Best Practices
• ★ Sample Questionnaire: Coronavirus (COVID-19) Business Impact Survey
• ★ Sample Questionnaire: Competitive Differentiation
• General / Baseline Sample Questionnaire
• Sample Questionnaire: Thought Leadership Marketing
• Topics for TechValidate Outreach

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Projects: Getting Started

• [Video Tutorial] - TechValidate Application Training
• How to Create a New Project
• How to Edit the Name of Your Project
• Adding Users
• How do I change how my product name & logo are displayed?

Projects: Customizing Branding of Content

• Customize Content Branding
• How to Use Graphics

Projects: Types of Questions

• [Video Tutorial] How to load your questions into TechValidate
• Overview of Question Types
• Question Design for Creating Case Studies with TechValidate

Projects: Recipient List

• [Video Tutorial] How to load your customer list into TechValidate
• Choosing Recipients - Best Practices
• Bounced Email Addresses
• Why can't I send questionnaires to personal email addresses?
• Why can't I send questionnaires to myself or someone at my company?
• Importing Recipients

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Projects: Selecting Delivery Options

• [Video Tutorial] Best Practices for Choosing Delivery Options in TechValidate
• Using TechValidate for Customer Reference Volunteers
• How to Set Your Project to Collect Named Content

Projects: How to Review Responses

• Adding Custom Data Fields to Your Customer List
• How to Star Favorite Quotes/Respondents
• How to Mark Respondents as Already Viewed
• How to Download Responses from Questionnaire Recipients

Projects: Publishing TechValidate Assets

• ★ How to Publish Content in TechValidate
• Textile Formatting Help
• [Video Tutorial] How to publish TechValidate content
• [Video Tutorial] How to Cross tab TechValidate content
• Publishing Guidelines
• DOs & DON’Ts of Giving Titles to TechFacts, Charts & Case Studies

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Research Portals and Collections

• [Video Tutorial] - How to Create Research Portals
• How to Create a Smart Collection
• How to Create a Curated Collection
• How to Embed Collections

Utilizing TechValidate Content

• ★ Customer Reference Outreach
• Using TechValidate Content Assets
• Sharing Content: LinkedIn, Facebook & Twitter
• How to Embed TechValidate Content on Blogs and Websites
• Why Embed Marketing Assets?
• How to Access Content Views in the Usage Dashboard

TechValidate Connectors

• ★ Salesforce Integration Video Overview
• Salesforce Data Sync: How to Install
• TechValidate content in Salesforce.com (Enterprise Edition)
• TechValidate content in Salesforce.com (Professional Edition)
• How to Access Content from your Salesforce Integration

Subscription Questions

• Requirements for Citing TechValidate Content

TechValidate Webcasts

• [On-demand Webcast] Publishing Content with TechValidate
• [On-demand Webcast] Question Design with TechValidate
• [On-demand Webcast] Portals and Collections
• [On-demand Webcast] TechValidate 101

Resources

• Allowlist information for TechValidate
• Why Participate in TechValidate Surveys?
• Email Notification Settings