Self Captures, Asynchronous Research Guide for Researchers

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Explore how to make the most of Discuss for your Asynchronous Research needs. This guide is here to assist Project Owners, Editors, and Collaborators in setting up and managing Self-Captures.

Manage your Asynchronous Research effortlessly within your project portal, where you can create, launch, and collect responses all in one convenient platform.

 

Why Use Self Captures for Asynchronous Research?

 

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Gather rich, unmoderated customer-driven feedback. Self Captures enables you to give respondents tasks to complete, or prompt them with video open-ended questions to answer on their own time — simply share your Self Captures link into any email, social media post, customer feedback survey, and more!

Design research projects with any methodology for prototype and package feedback, usability testing, message and brand research, competitor assessment, and more!

Some use cases may include:

  • Video Open-End Surveys
  • Open Ended Questions in a Survey
  • Video Diaries
  • Pre-work
  • Post-work

 

What Features Are Included?

Unmoderated Surveys Easy-to-use survey builder lets you launch unmoderated projects in a few simple steps and start collecting unmoderated feedback by asking open-ended questions or designing tasks for respondents to complete on their own.
Video and Photo Responses Capture the emotions, reactions, and decisions of your consumers with video and photo responses for your unmoderated surveys.

Insights

Gain understanding and find answers with augmented insights for every response with transcripts, sentiment analysis, tagging, and more.

Integrated Survey Link

Easily distribute your survey link with respondents with an email tool, post in a community or embed in any online survey tool.

Multiple Tasks

Create your survey with multiple questions and tasks for your target audience to complete all at once or come back to over time.

 

Adding Team Members 

  1. You can start by accessing your Discuss account and selecting the relevant project from your dashboard.

  2. On the Project Overview page, find the "Manage Members" section, which is located on the right side of the page

  3. Click on "Add Members".
      • Provide the email address of the team member needing access.

      • Assign them 'Editor or Collaborator' roles. Learn more about roles here

      • Confirm and apply the changes by clicking 'Save'.

You can remove team members by Identifying the email address of the editor you wish to remove. Click on the trash can icon adjacent to it to revoke their access to the project.

 

Creating Self-Captures Activity

  1. You can start by navigating to your project's Self Captures tab, located below the Respondent tab. Then click on the 'New Activity' button.
  2. You will now be directed to a page that allows you to enter the details and parameters of your Self Captures activity.
    • Naming the activity helps to distinguish the activities in your project. The name won't be visible to respondents. Every activity must have a different name. The default name is 'My new activity 1' and so forth.
    • A Welcome message can also be customized for your respondents.
  3. Click on Add new tasks on the bottom left, type in the task or question, and then choose your response type.

NOTE: There is a maximum limit of 20 tasks per self-capture activity. 

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  • Video tasks can be set from 30 sec to 30 minutes 
  • Photo tasks are automatically capped at 5 images per task
  • Text tasks are automatically capped at 2,000 characters
  • Document tasks will be converted to images for review, upon submission.
  • To add bold, italicize, underline, or lists to your tasks, highlight the section that needs emphasis, and choose the formatting for the text in the bar above.

After the activity 'Tasks' page has been completed in the editor, setting the requirements for the activity launch will come by clicking on save & next.

 

Supported File Types for Self Captures

Image Document Video
  • .jpg
  • .jpeg
  • .png

Please note that larger files take more time to upload and if your connection is not stable the action may be terminated/broken. If respondents are having trouble when uploading a file or are unsure whether the file to upload is supported please don’t hesitate to have them contact us by submitting a request from our Help Center.

 

Adding Stimulus to Self Captures

Adding stimulus to a task allows researchers to add richer context to the questions and allows for a more robust response. Some use cases include:

  • Prompts
  • Guides
  • Directional

The following file types are supported:

.jpeg    .png
.gif       .mp4
.pdf     .pptx
.docx

Instructions

  1. You can start by navigating to your project's Self Captures tab. Identify the activity you want to edit and click 'Edit Activity' on the activity card menu
  2. If you are starting a new activity, click on Create a new activity.
  3. Click the 'Options' button below the text box of the task, and click on '+ Add Stimulus'.
  4. You will be prompted to a page to upload your stim 
  5. You can click 'Save & Next' to save the stimulus task.

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Deleting a task

  1. You can start by navigating to your project's Self Captures tab. Identify the activity you want to edit and click 'Edit Activity' on the activity card menu
  2. Click the 'Options' button below the text box of the task, and click on 'Delete task'.
  • If you delete a task after submissions have been received, the collected content will still be available to view on the 'Insights' page to refer back to.

 

Renaming an activity

  1. Navigate to your Self Captures tab. Click on "Edit Activity." by clicking on the 3 dots located on the top right of your activity card. 
  2. You can go ahead and input the new name for the activity

 

Label Activities

  1. Navigate to your Self Captures tab. Click on "Edit Activity."
  2. Proceed to "Activity Settings." In the Activity Label section, select the desired Activity Label option you'd like to use.

  3. After choosing a Pre or Post label, ensure all other settings are set up as you wish and click on Save.

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  • Once set up, invites or reminders sent from the respondent hub will indicate the type of assignment, be it pre-work or post-work, thanks to the label.
  • To learn how to start Self Captures activity using labels, click here

 

Setting a Language

  1. Navigate to your Self Captures tab. Click on "Edit Activity."
  2. Proceed to "Activity Settings." Choose the language the respondents will respond in from the drop-down menu to help translate their responses. If no language is set, the language response will default to English (United States).

  • Setting a language will allow the platform to automatically translate to English any video & text submissions of your respondents. View our supported language here.
  • The Welcome Messages & Instructions should still be set up in the respondent native language and won't be translated.

 

Consent Forms

If your project has consent forms enabled on it, you will be able to assign any uploaded consent forms from the project to an activity. Each activity in the project can have up to one consent form assigned to it.

  • If you have multiple consent forms, and you need a respondent to add to an activity, it is best to upload all of those into one document to have the respondent sign all at once.

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Activity Layout

Choosing the activity layout helps you decide how respondents will complete tasks in your activity.

  • All tasks - allows respondents to see all tasks and select which one they will complete first
  • Single tasks - respondent must complete the 1st task before moving to the next one

In an "all tasks" layout, respondents have the flexibility to revise their previous answers before submitting the activities.

 

Collect Live Interview Interest

Get more out of your qual research. Collect more feedback faster with a mixed method qual approach with both moderated and unmoderated feedback. 

  • Homework Activities: Get the most out of respondents with feedback before and after your live conversations.
  • Casting: Get the best value from your research and talk to the best and most articulate respondents
  • Theme Exploration: Dig deeper and uncover key themes from self-captured feedback to live conversations

Choosing to collect live interview interest allows you to ask respondents if they would be willing to participate in a future Live Interview. Interested respondents will be sent through the tech check process and can be scheduled for a follow-up interview from their activity/survey response page.

 

Instructions

  1. Navigate to your Self Captures tab. Click on "Edit Activity."
  2. Select "Collect Interest"

 

Activity End

  1. To access the activity settings, start by navigating to your project and then to the self-captures tab. Choose the activity you wish to modify and click on "Edit Activity,"
  2. Next, proceed to "Activity settings" and scroll down until you reach "Activity End Settings."

 

You'll find three options:

  • End Date: Set a specific date to automatically close your activity. his option ensures that the activity concludes on a predefined date, preventing further access by respondents after the specified time.
  • Number of Respondents: Specify a sample size to automatically close your activity after receiving responses from enough unique respondents. With this feature, you can determine the number of participants needed to complete the activity, after which it will automatically close.
  • Redirects: Direct respondents to a new URL upon completing the activity. Use this option to guide respondents to a designated webpage or resource once they finish the activity.

 

Preview Self Captures Activity

  1. Once your Self Captures activities are set, you can easily preview the respondent experience by heading to the Self Captures Tab.

  2. On the top right of the activity card, clicking on the 3 dots will open a menu with the Preview option. Click on Preview Activity.

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  • From this preview modal, you can select if you want to view your activity from a Mobile or a Desktop view.
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