Once you have set up the details for your organization, you’re ready to start configuring your online test. You may want to consider how you’ll be distributing your online test by reviewing other use cases.
In this article:
Setting up your online test
The Test Setup page is where you can configure the settings for your online test.
To configure your online test settings
- Log in to the SHOEBOX Data Management Portal.
- In the sidebar, hover over the Settings tab.
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Under the SHOEBOX Online heading, click Test Setup.
- In the top-right corner of the Test Setup page, click Edit.
- Configure the settings for your online test. For more information, see Online test settings.
- After configuring your branding settings, click Save.
Online Test Settings
This section describes the settings for configuring your online test. To preview how your test will be displayed in a browser, click View Test.
Test URL
The test URL is made up of two parts:
- Base URL: The basic domain for all SHOEBOX Online tests. This cannot be modified.
- Custom Company URL: This is set by you and it makes your SHOEBOX Online test URL unique. We recommend changing this to something that associates the test URL with your organization. This is important because it allows participants to recognize the test as a product of your organization and increases brand recognition.
Global Contact Information
This section allows you to configure the contact information requested from participants in all contact capture forms (pre-test and result page). Use the checkboxes to select which contact info form fields will appear on your forms, and which form fields are required.
You can create up to three additional custom fields. Use the text fields to define the label that will be displayed within the test and check any field that will be required.
Contact information fields are included in the CSV file when you export the Participant List or when data is automatically transferred to another platform using our Results Data API.
Pre-Test Contact Capture
In this section, you can configure and enable an optional form that captures additional contact information from the participant before the test begins. You can enable this instead of (or in addition to) the contact capture form on the results page. Use the text fields to enter the title and description of your contact capture form to explain why you are collecting information so that your participants know what to expect.
Optional questions
This section allows you to enable or disable optional questions in the screener that do not affect the classification of hearing results. Optional questions are enabled by default. The following questions are considered optional:
- What is your gender and age range?
- Do you find it hard to follow conversations in a noisy environment?
- Do you feel like one ear hears significantly better than the other one?
- Have you thought about how you might deal with your hearing trouble?
- How soon do you hope to take action on your hearing trouble?
For more information about the questions asked in the screener, see Questionnaire flowsheet.
| Note: Disabling optional questions can reduce the amount of time a participant needs to complete the screener. However, we recommend keeping the optional questions enabled to gather participant information which is useful for interpreting results. |
Email Participant Results
Enabling this feature allows the participant to obtain a copy of their results via email. You can modify the subject line for the email, as well as the title and introductory message displayed in the body of the email. Additionally, you can customize the specific message for each category of result (Good Hearing, Hearing Loss, or Significant Hearing Loss) and choose whether to include a call-to-action button. The logo and button color used in your result emails are configured in your branding settings.
| Note: If your test is available in multiple languages, you can edit variations of your result emails by selecting a language from the Participant Language dropdown at the top of the Test Setup page. For more information, see Adding Custom Language Content in Languages. |
To enable this feature:
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Set the Email Participant Results toggle switch to ON.
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Note: To be able to use this feature, select the Email checkbox in the Global Contact Information card and enable at least one contact capture form (Pre-Test Contact Capture or Result Page Contact Capture).
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Click I agree when prompted. You must agree to protect the personal information of your participants before this feature can be enabled.
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Note: If you have enabled the Pre-Test Contact Capture, the participant will be asked twice if they want a copy of their results emailed to them:
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As part of the Pre-Test Contact Capture form.
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On the result page.
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Note: If you have enabled the Pre-Test Contact Capture, the participant will be asked twice if they want a copy of their results emailed to them:
- Under Subject of email, modify the subject line for the emails.
- Under Logo, you can click the link to go to the Branding page to set up your organization’s logo if you have not yet done so.
- Under Introduction, modify the title and message that are displayed above the results in the body of the emails.
- Under Results, modify the content for each result category:
- To enable a call-to-action button for a specific result category, set the toggle switch to ON. Note that any changes you make to these settings will only affect the call-to-action buttons in result emails and will not affect the call-to-action buttons on result pages.
- Under Button text, enter the text you want displayed on the button.
- Under Button link, enter the URL that you want the button to link to.
- Under Contact message, modify the message for the result category.
- To enable a call-to-action button for a specific result category, set the toggle switch to ON. Note that any changes you make to these settings will only affect the call-to-action buttons in result emails and will not affect the call-to-action buttons on result pages.
- To save your changes, click Save in the top-right corner of the Test Setup page.
If you have disabled the Pre-Test Contact Capture form, the participant will be asked if they want a copy of their results emailed to them on the result page only.
Email Marketing Materials
Enabling this feature will allow participants to opt in/out of receiving marketing material from your organization via email after completing the hearing screener.
Result Pages
This section allows you to modify what participants will see and interact with when they see their test results. You can modify the result page for each of the three categories: Good Hearing, Hearing Loss, and Significant Hearing Loss.
Clicking on one of the three links under the Result Page column will take you to a separate page where you can modify the content for that specific result page. For example, the result page for the Hearing Loss category can be seen in the image below. For more information on the options available for a result page, see Configuring a Result Page.
Notifications
Enabling the Test Completed notification will send a notification email to a selected user’s email address when a test is completed. The email will include the participant's ID and test results, making it an easy and effective way to track your participants’ data.
Custom Privacy Policy
Enter the URL of your organization’s privacy policy if you want to direct a participant to it when they click the Privacy Statement link in the online test. The SHOEBOX privacy policy will be used by default when this setting is not enabled.