Tutorial 4: Managing Active Missions
You've screened your scouts and added them to your project's first mission, or you've brought your own participants and added them directly to your project's first mission. Nice work! Now you're ready to view submitted entries, monitor progress, and interact with your scouts in real-time using the dscout dashboard at dscoutapp.com.
This guide explains how to effectively communicate with scouts, start the process of organizing entry data, and help troubleshoot any issues scouts have while participating.
Managing Active Missions
Monitor Incoming Entries
- Message Scouts with Requests and Reminders
- Close Mission and Compensate Scouts
1. Monitor Incoming Entries
You'll use the "Entries" page to see the data scouts are sending you, and the "Scout Management" page to communicate with them. You can look at incoming entries in three different view modes, and start investigating and organizing what scouts are sending you using bookmarks and filters.
Click "Scout" on the bottom toolbar to organize entires by the individual scouts who submitted them.
Click "Grid" on the bottom toolbar to view all entries without respect to which scouts submitted them. You can sort entries a variety of ways using the left hand drop down menu, including by date, which is useful if you are interested in viewing new entries as soon as they are submitted.
Entries by Scout
Click "Entries by Scout" to view an individual scout's submissions to your screener and all the missions in your project at once. This view helps you understand a scout's journey through your entire project.
Flag an individual entry with a single click using the bookmark icon at the bottom right corner while viewing an entry.
Click the "Notes" tab at the top right to write a note about a specific scout's entry for the benefit of your colleagues. Click the "Follow-up" tab to write a comment that gets sent straight to the scout who submitted the entry.
Click the filters menu at top left while viewing all your participants' entries to discover trends and isolate data. You can apply filters with regard to your close end questions, demographic info, scout groups or rankings, tags you and colleagues apply, or bookmarks. To see visualizations of the segment you've selected, just click "summary" on the bottom toolbar.
2. Message Scouts with Requests and Reminders
Once your mission is launched and entries start to roll in, you'll use the scout management page to send requests or reminders to scouts and see who has accepted your mission. Take a look at the invite status article to see definitions of each progress status. You can sort scouts by clicking on the heading of each column of data below: (Scout, Rating, Entries, etc.)
You also have the ability to send your scouts pre-written messages depending on how far along they are in your project.
Sending a Welcome Message & Giving Constructive Feedback
Once you've invited all the scouts you want to participate, send them a group welcome message to let them know you're excited about seeing what they come up with, and that you are available to answer questions. (Scouts will get an email and push notification letting them know their dscout mission leader has sent them a message.)
It's also important to monitor incoming entries after launching a mission so you can send scouts positive reinforcement or constructive criticism. Letting scouts know they're doing a good job encourages them to keep doing a good job, and the earlier you catch scouts who are off base, the better chance you have of correcting their behavior. Just click a scout's name on the scout management page to send him or her an individual message.
If Scouts Have Trouble Submitting Entries
If scouts report they're having trouble submitting entries, ask them to check their network connection and to get on WiFi if possible. More often than not, scouts just need to resubmit their entry with a better connection. If that doesn't work:
- Check to make sure they have the most updated version of dscout by directing them to the App Store (for iPhone users) or Google Play (for Android users).
- Have them force quit the app and restart. They can also delete the dscout app altogether and then reinstall it. They'll lose entries that haven't been submitted successfully, but any submitted entries are safe.
- If your scout is still struggling, let them know they can view the scout help & support page or this handy troubleshooting guide straight from the dscout app by viewing their profile information and tapping "help and support" then "knowledge base." They can also email dscout tech support directly at email@example.com and we'll help out any way we can!
Last Chance Reminder
Before your mission closes, send a group message to all the scouts who haven't finished yet giving them a heads up that time is running out! Be firm but cordial. Scouts are busy folks, but they want to do good work!
3. Close Mission and Compensate Scouts
To close your mission, click the purple "close mission" button at bottom left of the dashboard while viewing a mission. After a mission is closed, scouts can no longer submit entries, but you can still communicate with them. You can also close a scout individually by clicking on an individual scout then clicking "close scout" at bottom right.
If scouts will complete more missions in your project, be sure to remind them how many missions they'll need to complete to earn their incentive. If this is the final mission in a project, let scouts know that the scout payments team at dscout will make sure they get paid via PayPal within 10 business days.
If you ran a screener and recruited your participants through dscout, we'll start the process of compensating your scouts for a 10% fee as soon as the final mission in your project closes. If you brought your own participants, you'll be in charge of making sure they are compensated as promised.
Once your mission is closed and your scouts have been compensated, you'll be ready to dive into Tutorial 5: Analyze Your Data.