Overview
This brief guide will provide instructions on how to send a self-capture survey to the respondent of your choice through the respondent hub.
Sending a Self Capture Survey to a Specific Respondent
What are the Use Cases for Sending a Specific Respondent a Self Captures Survey?
Sending a self-capture survey directly to a respondent indicates that the researcher has already recruited participants they want to speak to for their research.
Self-capture surveys 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 Surveys?
All of the following roles can send specific respondents a Self Captures Survey, but some roles may have limitations.
- Project Owner (full access)
- Editor (full access)
- Collaborator (full access)
- Omni-recruiter (can send all respondents surveys that are added in the Respondent Hub)
- Recruiter (can only send respondents that they recruited in the Respondent Hub)
Sending a Self Captures Survey from the Respondent Hub
1. Click the 'Notify & Invite' dropdown button at the top left of the Respondent Hub.
2. Click the 'Send Self Capture Survey' button.
3. Choose the survey you would like to send the respondent.
4. Choose the default Self Captures template to send, or create a new template.
5. Choose the respondent(s) you would like to send your survey to.
6. (Optional) CC yourself to the communication by checking the box.
7. Click 'Send'.