Overview
This brief guide will clearly explain the pre-work feature and how to set it up from beginning to end.
Pre-work (also known as homework or pre-tasks) is another tool you can use to get closer to your consumers. By adding pre-work to any of your projects, you are able to identify how respondents think about and answer questions or tasks. This in turn helps build consumer closeness and really becomes a driver to better understand the why in your conversations.
Who has access to the Pre-Work in a project?
Pre-work is able to be created, edited, and deleted by project owners, editors, and collaborators.
Omni-recruiters and recruiters will be able to view the pre-task questions that were sent to respondents. Omni-recruiters will be able to see all the number of responses returned back from respondents, while regular recruiters will only be able to review their own PII.
For more information on roles and permissions, click here.
Creating Pre-Work
Setting the Guidelines
To add pre-work to any project, click the 'Respondent Hub' tab, and then click the 'Pre-Work' sub-tab.
You can also quickly access your template via the 'Interview Materials' card on the 'Overview' page.
Then create an instructional for the respondents to see, to help them have more insight into what is the conversation and what is expected of them.
Task Creation
Creating a task can be broken up into four question types: video, photo, text, and document submissions.
To create a video submission task, type in the task or question and then choose the video as your response type.
All video submissions will have the option of being set from 30 seconds to 30 minutes, based on the survey needs.
To create a photo submission task, type in the task or question and then choose the photo as your response type. All photo submissions will be automatically capped at 5 images.
To create a text submission task, type in the task or question and then choose the text as your response type. All text submissions will be automatically capped at 2000 characters.
To create a document submission task, type in the task or question and then choose the the 'PDF, PPTX, or DOCX' response type. All of these document types will be converted to images for review, upon submission.
Adding a New Task
Click the '+ New Task' button to the left of your survey, or below your last programmed task.
Deleting a Task
To delete a task, click the trash can icon next to the task you wish to delete.
If you delete a task after submissions have been received, the collected content will still be available to view in the 'Respondent Details' dialogue.
Adding Rich Text to Tasks
To add bold, italicize, underline, or lists to your tasks, highlight the section that needs the emphasis, and choose the formatting for the text in the bar above.
Once saved, the respondent will be able to see the emphasized changes in the survey.
Saving Pre-Work
Click the 'Save' button in the top right-hand corner of your pre-work template. Changes will not be saved unless this button is clicked.
Next Steps
To send pre-work tasks and questions to respondents, click the 'Respondent Hub' link, or the 'Respondent Hub' sub-tab at the top.