Discuss offers a scheduling feature that allows market researchers to save time and improve efficiency by scheduling interviews and managing respondents directly from the platform.
The platform's scheduling tab is integrated with its Respondent Hub, which streamlines the research process by allowing researchers to manage all aspects of a study from a single place
Scheduling, editing and deleting interviews can be done through the Project Dashboard by Project owners, editors & collaborators. All research scheduled interviews are listed here.
- To use the moderator link, users need to be added as Collaborator, editor or viewer in the "project member" section of the project.
- Project owners, editors & collaborators can schedule interviews
Schedule Interviews
- Login to your Discuss account & select your desired project from your dashboard
- Head to your overview page
- Click "Schedule Interview"
- Select your date and time
- Edit your interview settings (if needed)
- Once created, the interview will appear in the upcoming sessions section.
Video walkthrough
Schedule Interviews with Translation
Follow this simple step-by-step guide for setting up simultaneous or consecutive translation interviews.
- Login to your Discuss account & select your desired project from your dashboard
- Head to your overview page
- Click "Schedule Interview"
- Select your date and time
- Click Additional Settings
- Select your translation type. Discuss supports simultaneous & consecutive translation
- Set the interview language (the language moderator will be speaking) and the translated language (the language translator will be speaking) to ensure an accurate transcript of your interviews.
- Once created, the interview will appear in the upcoming sessions section.
Additional Settings
- Respondent Location: The country where your respondents are from. The host country allows us to route web traffic to servers as close to your respondents as possible in order to minimize lag and ensure a high-quality session. It should be set to the country your respondents are in.
- Interview Name : The interview name won't be visible to respondents but will appear on invites sent to moderators & observers.
- Interview language: The language of the interview, it's important that the correct language or accent is selected in order to guarantee better accuracy in the machine transcript
- Translation type: If your session needs a translator, please inform if the translation type is Simultaneous vs. consecutive interpretation
- Translated language: The language that the translator will be translating into
- Invite guests: You are able to add observer or respondent emails that will automatically receive a calendar invite with the session link.
-
NOTE: If you invite a respondent using this method, they will not be prompted to do the tech check, if you would like your respondents to complete the tech check please follow the process located here
-
Edit/Reschedule Interviews
In most situations, changing the meeting time will not affect the session link. The link will remain valid for the new scheduled time unless someone has already entered the meeting room. Moderators, Observers & Translators that were sent an invite will be notified that the session has been rescheduled.
As a security measure, if you have already joined the meeting but the respondent is a no-show or the interview is cancelled, you will need to create a new interview in order to get new links to send all participants.
Reschedule from the Overview
- Login to your Discuss account & select your desired project
- From the Overview Tab identify, click the interview that needs to be resheduled
- Interview can be listed with Interview ID
- Interviews can be listed with Interview Name
- Make edits to your session
- Click save!
Reschedule from the Calendar
- Login to your Discuss account & select your desired project
- From the Calendar Tab identify, click the interview that needs to be resheduled
- Click on the time of the interview in the calendar NOT the plus sign
- Interview can be listed with Interview ID
- Interviews can be listed with Interview Name
- Make edits to your session
- Select new date from the calendar
- Select the time
- Click save!
Delete Interviews
If you need to cancel any interviews you can do from your Research project. Please note that canceled sessions are subject to our cancellation policy.
Delete from the Overview
- Login to your Discuss account & select your desired project
- From the Overview Tab identify, click the interview that needs to be deleted
- Interview can be listed with Interview ID
- Interviews can be listed with Interview Name
- Click delete interviews on the bottom left of the modal
- A message will appear to confirm the deletion. Click delete to remove the session. Removing a session is subject to our cancellation policy.
Delete from the Calendar
- Login to your Discuss account & select your desired project
- From the Calendar Tab identify, click the interview that needs to be deleted
- Interview can be listed with Interview ID
- Interviews can be listed with Interview Name
- Click delete interviews on the bottom left of the modal
- A message will appear to confirm the deletion. Click delete to remove the session. Removing a session is subject to our cancellation policy.
Invite Participant
- Invite moderators
- Multiple Moderators can join the meeting room
- Invite observers
- We recommend a maximum of 40 observers
- Invite Respondents
- We recommend inviting a maximum of 8 respondents
When scheduling qualitative research using the Discuss Live Meeting Room, the number of respondents can significantly impact the quality of the session and the data collected, we recommend limiting the respondents to a maximum of 8 to help :
- Improve Session Management
Managing a session with too many respondents can become challenging for moderators. Keeping the group size to a maximum of 8 allows moderators to effectively manage the flow of conversation, ensure everyone’s participation, and address any issues that arise promptly. This streamlined management helps maintain the session’s focus and quality. If you've opted for Live Support, our support agent will be able to manage technical assistance in an efficient manner.
- Enhance Engagement, Interaction and In-Depth Analysis
Qualitative research thrives on detailed, nuanced data. With a smaller group, each respondent has more opportunities to speak and engage in meaningful discussions. Larger groups can lead to some voices being overshadowed, making it harder to gather comprehensive insights from each participant. An optimal group size of up to 8 ensures that everyone can actively contribute, leading to richer and more balanced data.
- Ensure Technical Performance
The Discuss Live Meeting Room is designed to handle various interactive features smoothly and a maximum of 16 stream but the technical performance can be impacted by the number of participants. A smaller group size helps ensure that the platform operates efficiently, with fewer chances of connectivity issues or technical glitches, thus providing a seamless experience for both moderators and respondents.
By adhering to this guideline, you can maximize the effectiveness of your qualitative research sessions and gather valuable insights from each participant.
Scheduling Features Overview Video