Overview
This brief guide will provide instructions on how to schedule, invite, and send reminders to respondents for their interviews using self-captures.
Adding a Respondent to a Live Interview
What is Casting?
Casting from Self Captures is a qualitative recruiting process of finding, screening, and scheduling suitable candidates to participate in Live conversations (ex. IDIs or focus groups) based on the respondent submissions.
What Roles Can Schedule Respondents to Interviews?
All of the following roles can schedule respondents to sessions, but some roles have limitations to only assign to sessions.
- Project Owner (full access)
- Editor (full access)
- Collaborator (full access)
- Omni-recruiter (can assign all respondents to sessions, but cannot create new sessions)
- Recruiter (can only assign respondents they own to sessions, but cannot create new sessions)
Scheduling Respondents to Interviews Using Self-Captures
Once you have found the respondent of your choice, scheduling them for an interview to dive deeper is just a few clicks away!
1. Click the 'Live Interview' dropdown button. You will be able to review the tech check and any consent forms this respondent signed in order to decide if this respondent is ready to be scheduled for an interview.
2. Choose to create a session for the respondent to be placed in.
3. Or add to an already created session form the dropdown.
Note: Once a respondent is scheduled to a session, the session information will appear in the place of the 'Live Interview' dropdown button. Respondents can always be reassigned or removed form the sessions in the drop down option at any point.
If at any point you need more information on if you are scheduling the respondent to the right session. If at any point you need more information on if you are scheduling the respondent to the right session, head over to the respondent hub of a project.
Inviting Respondents to Interviews Using Self-Captures
1. Send the respondent an email to join the session by clicking the 'Send Invite' button.
2. Choose to send the default template messaging of the email, or create a new template to send to the respondent.
Note: The interview link will automatically be sent within the body of the email.
3. Choose the respondent.
4. Send the respondent the invite. Optionally, you can choose to CC yourself to correspondence.
Reminding Respondents about Interviews using Self Captures
1. Send the respondent a reminder email to join the session by clicking the 'Send Reminder' button.
2. Choose to send the default template messaging of the email, or create a new template to send to the respondent.
Note: The interview link will automatically be sent within the body of the email.
3. Choose the respondent.
4. Send the respondent the invite. Optionally, you can choose to CC yourself to correspondence.