Getting Started
Quick start guides and platform introduction for new users
Showing 1–15 of 18 articles
Introduction to Shelf Test
Shelf Test shows respondents a pool of up to eight images at once, in a random order for every person, and records which ones catch their eye. Here's what it is, why the random order matters, and what the picks tell you.
Autosave and Version History: How Opionate Protects Your Work
Every meaningful change to a survey draft - yours or an AI assistant's - is saved as a version you can look back through and restore. Here's what gets saved, when, and how long it sticks around.
Introduction to First-Click Test
First-Click Test shows respondents an image and records exactly where they click - no leading question, no self-reported guess about where they'd look. Here's what it is, how it differs from Stimulus Testing's highlight areas, and what the resulting heatmap actually tells you.
MCP, Connectors, and Plugins: A Glossary for Builders
MCP, custom connector, desktop extension, GPT, Action, plugin - these terms get used interchangeably, but they're not the same thing. Here's what each one actually means, and when you'd reach for it.
Connecting Opionate to Claude via MCP
Opionate exposes two separate MCP connectors - one public and read-only, one authenticated for editing your own survey drafts. Here's how to connect each one, and exactly what you get once you do.
Messaging and Announcements: Getting Help Inside Opionate
Support and platform news both live in the same place inside your workspace - a direct line to the team, and a read-only feed of what's new. Here's how each works.
Your First 10 Minutes on Opionate: From Sign-Up to First Response
New to Opionate? Here's the fastest path from a new account to your first real survey response, with links to the deeper guides for each step.
Introduction to the Media Library
Every image and video you use in your surveys lives in one shared place - upload once, reuse everywhere. Here's what the Media Library is and how it fits into your workflow.
Introduction to Account & Billing: Credits, Plans, and Your Workspace
A quick orientation to how billing works in Opionate - plans, credits, and where to manage both - before you dive into the detailed guides.
Starting a Survey from the Template Gallery
Not every survey needs to start from a blank page. Opionate's template gallery holds ready-made Classic Surveys and Advanced Surveys you can start from directly - here's how browsing and using one actually works, whether you're signed in yet or not.
Introduction to Sequence Flow
Sequence Flow lets respondents build their own ordered sequence - a workflow, a priority list, a navigation path - one tap at a time, then shows you the single route that actually represents the group instead of an averaged rank nobody picked. Here's what it is, when to reach for it, and how results come back.
Introduction to Panel Recruitment
Built a survey and have nobody to send it to? Panel Recruitment lets you recruit real respondents from a live panel of 300,000+ people, directly inside Opionate - define your audience, fund a wave, and responses land straight in the same dashboard as the rest of your survey.
How to Use the AI Survey Builder: Prompts, Capabilities, and Best Practices (2026)
Opionate's AI survey generation turns a plain-language description of what you want to learn into a complete, editable survey - questions, logic, and structure included - in about the time it takes to write the prompt. This guide covers what separates a prompt that produces a strong first draft from one that produces something generic, worked examples of weak versus strong prompts, and how to treat the output as a draft to edit rather than a finished survey to publish as-is.
Getting Started with Opionate: A Quick Tour of the Platform (2026)
New to Opionate and not sure where anything lives? This quick tour walks through the workspace as it actually exists today - Classic Surveys for building and publishing, Visual Tests for image and preference testing, Text Analytics for open-ended responses, Reports for dashboards, and where your account, credits, and billing actually live. No fluff, no marketing copy - just an honest map of the product so your first ten minutes inside Opionate aren't spent clicking around looking for things.
Introduction to Reports: Building Dashboards From Your Survey Data (2026)
Once responses start coming in, Reports is where they turn into something you'd actually put in front of someone else - a dashboard built from your survey data, starting from an auto-generated set of default charts you can then customize, filter, and share. This introduction covers the basic workflow: how a report gets created, what you can adjust once it exists, and how to get it in front of the people who need to see it.