An overview of all steps in Freeform Interview planning
Table of contents
You plan your Freeform Interview in several steps. Here’s a brief summary of each step:
General step
- Name your study
- Set the language of your study
- Choose the language of transcripts generated from recordings
- Decide whether you want to use AI-powered video insights
- Add a link that you can share with the participants
- Add notes about the study
- Choose a device participants should use
Participants step
- Recruiting Management
- Custom Screening
- Participant Sources
Schedule step
- Set schedule options according to your neds
- Build your calendar
- Finalize time slot details
Booking step
- Privacy & Consent
- Welcome Message
- Conclusion
- Booking closed Message
Branding step
- Customize the color scheme of your Live Interview
- Upload your company’s logo
- Add custom footer buttons
Rewards step
- Add coupons manually
- Import coupons using a CSV file
Summary step
- 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
- Accessing the invitation link
- Reviewing booked time slots and joining calls
