Talk to Sales

An overview of all steps in Study Interview planning

Table of contents

Study setup

  • Creating a Study Interview
  • Changes compared to unmoderated setup
  • Setups of specific study types

Participants step

  • Recruiting Management
  • Custom Screening
  • Participant Sources

Schedule step

  • Setting schedule options
  • Building your calendar
  • Finalizing time slot details

Booking step

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

Rewards step

  • Adding coupons manually
  • Importing 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
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