Sending a Self Capture Activity to a Specific Respondent

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Overview

This brief guide will provide instructions on how to send a self-capture activity to the respondent of your choice through the respondent hub. 

 

Sending a Self Capture Activity to a Specific Respondent

What are the Use Cases for Sending a Specific Respondent a Self Captures Activity?

Sending a self-capture activity directly to a respondent indicates that the researcher has already recruited participants they want to speak to for their research.

Self-capture activities are a way for researchers to follow the journey of participants before, during, and after live conversations.

What Project Roles Can Send Respondents Self-Capture Activities?

All of the following roles can send specific respondents a Self Captures Activity, but some roles may have limitations.

  • Project Owner (full access)
  • Editor (full access)
  • Collaborator (full access)
  • Omni-recruiter (can send all respondents activities that are added in the Respondent Hub)
  • Recruiter (can only send respondents that they recruited in the Respondent Hub)

Sending a Self Captures Activity from the Respondent Hub

1. Click the 'Notify & Invite' dropdown button at the top left of the Respondent Hub.

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2. Click the 'Send Self Capture Activity' button.

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3. Choose the activity you would like to send the respondent.

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4. Choose the default Self Captures template to send, or create a new template.

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5. Choose the respondent(s) you would like to send your activity to.

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6. (Optional) CC yourself to the communication by checking the box. 

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7. Click 'Send'.

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