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An overview of all steps in Freeform Interview planning

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Table of contents

You plan your Freeform Interview in several steps. Here’s a brief summary of each step:

General step Copy link

  • Name your study
  • Set the language of your study
  • Add a link that you can share with the participants
  • Add notes about the study
  • Choose a device participants should use

Participants step Copy link

  • Recruiting Management
  • Custom Screening
  • Participant Sources

Schedule step Copy link

  • Set schedule options according to your neds
  • Build your calendar
  • Finalize time slot details

Booking step Copy link

  • Privacy & Consent
  • Welcome Message
  • Conclusion
  • Booking closed Message

Branding step Copy link

  • Customize the color scheme of your Live Interview
  • Upload your company’s logo
  • Add custom footer buttons

Rewards step Copy link

  • Add coupons manually
  • Import coupons using a CSV file

Summary step Copy link

  • Number of time slots
  • Number of scheduled days
  • First time slot starts
  • Last time slot ends
  • Breakdown of recruiting sources with information about the number of time slots allocated for each slot

Conducting step Copy link

  • Accessing the invitation link
  • Reviewing booked time slots and joining calls
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