{"id":922,"date":"2025-10-23T08:06:20","date_gmt":"2025-10-23T08:06:20","guid":{"rendered":"http:\/\/localhost:8091\/planning-a-freeform-interview-guide\/an-overview-of-all-steps-in-freeform-interview-planning\/"},"modified":"2025-10-23T08:06:20","modified_gmt":"2025-10-23T08:06:20","slug":"overview-of-steps","status":"publish","type":"page","link":"https:\/\/www.uxtweak.com\/help\/freeform-interview-planning\/overview-of-steps\/","title":{"rendered":"An overview of all steps in Freeform Interview planning"},"content":{"rendered":"\n<p class=\"text-block\">You plan your Freeform Interview in several steps. Here&#8217;s a brief summary of each step:<\/p>\n\n\n<h2 id=\"general-step\" class=\"heading-block\" tabindex=\"0\"><a href=\"\/help\/freeform-interview-planning\/general-step\/\">General step<\/a><a class=\"copy-link\" title=\"Copy link\" data-id=\"general-step\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<ul class=\"bullet-list\">\n<li>Name your study<\/li>\n\n\n\n<li>Set the language of your study<\/li>\n\n\n\n<li>Choose the language of transcripts generated from recordings<\/li>\n\n\n\n<li>Decide whether you want to use AI-powered video insights<\/li>\n\n\n\n<li>Add a link that you can share with the participants<\/li>\n\n\n\n<li>Add notes about the study<\/li>\n\n\n\n<li>Choose a device participants should use<\/li>\n<\/ul>\n\n\n<h2 id=\"participants-step\" class=\"heading-block\" tabindex=\"0\"><a href=\"\/help\/freeform-interview-planning\/participants-step\/\">Participants step<\/a><a class=\"copy-link\" title=\"Copy link\" data-id=\"participants-step\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<ul class=\"bullet-list\">\n<li>Recruiting Management<\/li>\n\n\n\n<li>Custom Screening<\/li>\n\n\n\n<li>Participant Sources<\/li>\n<\/ul>\n\n\n<h2 id=\"schedule-step\" class=\"heading-block\" tabindex=\"0\"><a href=\"\/help\/freeform-interview-planning\/schedule-step\/\">Schedule step<\/a><a class=\"copy-link\" title=\"Copy link\" data-id=\"schedule-step\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<ul class=\"bullet-list\">\n<li>Set schedule options  according to your neds<\/li>\n\n\n\n<li>Build your calendar<\/li>\n\n\n\n<li>Finalize time slot details<\/li>\n<\/ul>\n\n\n<h2 id=\"booking-step\" class=\"heading-block\" tabindex=\"0\"><a href=\"\/help\/freeform-interview-planning\/booking-step\/\">Booking step<\/a><a class=\"copy-link\" title=\"Copy link\" data-id=\"booking-step\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<ul class=\"bullet-list\">\n<li>Privacy &amp; Consent<\/li>\n\n\n\n<li>Welcome Message<\/li>\n\n\n\n<li>Conclusion<\/li>\n\n\n\n<li>Booking closed Message<\/li>\n<\/ul>\n\n\n<h2 id=\"branding-step\" class=\"heading-block\" tabindex=\"0\"><a href=\"\/help\/freeform-interview-planning\/branding-step\/\">Branding step<\/a><a class=\"copy-link\" title=\"Copy link\" data-id=\"branding-step\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<ul class=\"bullet-list\">\n<li>Customize the color scheme of your Live Interview<\/li>\n\n\n\n<li>Upload your company&#8217;s logo<\/li>\n\n\n\n<li>Add custom footer buttons<\/li>\n<\/ul>\n\n\n<h2 id=\"rewards-step\" class=\"heading-block\" tabindex=\"0\"><a href=\"\/help\/freeform-interview-planning\/rewards-step\/\">Rewards step<\/a><a class=\"copy-link\" title=\"Copy link\" data-id=\"rewards-step\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<ul class=\"bullet-list\">\n<li>Add coupons manually<\/li>\n\n\n\n<li>Import coupons using a CSV file<\/li>\n<\/ul>\n\n\n<h2 id=\"summary-step\" class=\"heading-block\" tabindex=\"0\"><a href=\"\/help\/freeform-interview-planning\/summary-step\/\">Summary step<\/a><a class=\"copy-link\" title=\"Copy link\" data-id=\"summary-step\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<ul class=\"bullet-list\">\n<li>Number of time slots<\/li>\n\n\n\n<li>Number of scheduled days<\/li>\n\n\n\n<li>First time slot starts<\/li>\n\n\n\n<li>Last time slot ends<\/li>\n\n\n\n<li>Breakdown of recruiting sources with information about the number of time slots allocated for each slot<\/li>\n<\/ul>\n\n\n<h2 id=\"conducting-step\" class=\"heading-block\" tabindex=\"0\"><a href=\"\/help\/freeform-interview-planning\/conducting-step\/\">Conducting step<\/a><a class=\"copy-link\" title=\"Copy link\" data-id=\"conducting-step\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<ul class=\"bullet-list\">\n<li>Accessing the invitation link<\/li>\n\n\n\n<li>Reviewing booked time slots and joining calls<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>You plan your Freeform Interview in several steps. Here&#8217;s a brief summary of each step:<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":861,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[],"tags":[],"class_list":["post-922","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/922","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/comments?post=922"}],"version-history":[{"count":7,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/922\/revisions"}],"predecessor-version":[{"id":3209,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/922\/revisions\/3209"}],"up":[{"embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/861"}],"wp:attachment":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/media?parent=922"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/categories?post=922"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/tags?post=922"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}