How to create a brief from a word document

The Brief Import feature allows you to create a Bulbshare brief directly from a Word document, helping you build activities faster and more efficiently.

Option 1: Follow the Interactive Walkthrough:
🖱️ Complete the same process directly within the platform: LINK

Option 2: Step by step guide:

1. Click the + button in the bottom-right corner of the platform to create a new activity.
2. Select Import Brief Document.
3. Download the Word template by clicking Example Document.
4. Download the guidance by clicking Instructions. This document contains the formatting requirements, rules, and best practices for creating a brief that can be successfully imported.
5. Complete your methodology using the provided Word template.
6. Once your document is ready, upload it to the platform.

The platform will automatically create your brief based on the content in your document.

Review and Edit Your Brief

After the brief has been created, you can review and edit any part of it, including:

• Brief title
• Introduction and instructions
• Questions
• Survey logic and routing
• Brief settings

Add Images and Stimulus Materials

Images are not imported automatically and must be added manually after the brief has been created.

This includes:

• Cover images used in the brief title or introduction
• Stimulus materials such as images that support specific questions

Complete Your Brief Setup

Before launching, make sure to:

• Review all imported content
• Add any required images or stimulus materials
• Configure your audience
• Set up rewards (if applicable)
• Check all brief settings

Once you are happy with the setup, launch your brief as normal.