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How Can I Create a Project in the Loopio Extension (new)?

Updated
 

Setup Required: Set Up the Loopio Extension (new) with SmartFill

Create a Project in the Loopio Extension (new)

  1. Navigate to the webpage or web-based portal that contains your questionnaire
  2. Pin, then Open the Loopio Extension (new) from your web browser's toolbar

  3. Click Log Into Chrome Extension

    Loopio Extension Log In button.png

  4. Create a new Project or select an existing Project

    Loopio Extension Create or Select Project.png

     

    Tip: If you are selecting a Project that has responses already, skip to the section Insert Responses into a Portal Using SmartFill

Build a Project in the Loopio Extension (new)

  1. Click SmartScan Portal 
    Loopio Extension SmartScan option.png

  2. Wait for SmartScan to complete
    SmartScan is adding questions message.png

     

    Tip: If SmartScan is unable to extract your page content:

You will see a summary of the Sections, Subsections, and Questions that are added to your Project.

Loopio Extension Summary of Imported Content.png
 

Tip: Need to modify selected content? See How Can I Modify Project Content in the Loopio Extension (new)?

Click Loopio to view and respond to the Project in Loopio.

Loopio Extension View in Loopio.png

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