Articles

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
• Questionnaire Design Methodology
• Previewing Email Invites
• How to Preview Your Survey
• Questionnaire Delivery & Deadlines
• How to Duplicate a Project

See all 7 articles

Projects: Ideas & Sample Questionnaires

• ★ Sample Questionnaire: Coronavirus (COVID-19) Business Impact Survey
• ★ Sample Questionnaire: Competitive Differentiation
• Sample Questionnaire: Thought Leadership Marketing
• Topics for TechValidate Outreach
• Selecting a Marketing Initiative
• Sample Questionnaire

See all 10 articles

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
• The Choose-One Question
• The Choose-Many Question
• The Testimonial Question
• The Matrix Question

See all 11 articles

Projects: Recipient List

• Split text into different columns with Convert Text to Columns
• [Video Tutorial] How to load your customer list into TechValidate
• Where to Find a Customer List
• Choosing Recipients - Best Practices
• Bounced Email Addresses
• Why can't I send questionnaires to personal email addresses?

See all 13 articles

Projects: Selecting Delivery Options

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

Projects: How to Review Responses

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

Projects: Publishing TechValidate Assets

• [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
• How to Create a Pie Chart from a Matrix Question
• How to Create Geographical Specific Assets

See all 16 articles

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
• Tracking Research Portals with Marketing Automation Software

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

• How to Set up the Eloqua Connector
• 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
• Using TechValidate Content in Eloqua

Customer Insights

• TechValidate Customer Insights: Customer Snapshot
• TechValidate Customer Insights
• Creating Custom Reports with Customer Insights

Subscription Questions

• How does my TechValidate subscription work?
• Renewal FAQ
• 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