Introducing interviews

Transcript

Overview of Interviews (0:00)

Hi, Tristan here from Lyssna, and today we're excited to share with you the beta of our newest feature, Interviews. With this feature, you're able to recruit, screen, and schedule sessions with participants for moderated research studies. 

It's currently in open beta so you'll find that in your dashboard alongside tests there's now an Interviews tab and you can kick off a new study here. In this demo we're going to have a look at running a simple product discovery study, so let's get started.

Set up your study criteria (0:30)

First, we'll just need to enter some basic information about our study which includes a name and description I've already put in a duration of 45 minutes and a meeting link. This meeting link can be anything you like whether it's Google Meet, Zoom, or something else, and in the future, we'll be looking to integrate with popular meeting tools directly.  

If you need to you could use this section to ask participants to join your session on a  mobile or tablet device but for this study, any device with a camera and microphone will be fine.  We've also set up some screeners, we've asked which of these features are you currently using for project flow in this study let's say that we're looking to speak to people who have used the file management feature in particular so we've set that option to qualify and we've included a range of other features that they might pick but those answers are not relevant and won't impact their qualification. We've also set a text question asking people about the overall experience of using our tool which could be helpful later on in deciding who we'd like to send out an invitation to book. 

Under team members, I can add collaborators from my team to join the session and they'll be added to all of the events I've already integrated my Google Calendar here and chosen two calendars to check availability: my work and my personal calendars and any new sessions for this study will be added to my work calendar.  

Lastly, we just need to set some availability criteria that include a date range, general hours of the day throughout the week that were available and if we need to override these on a particular date that we're not available or our hours differ, we can add a date override here.  

We can also add a buffer time before and after the session if we need some time to prepare or consolidate notes afterward. So that's it for the setup next let's have a look at recruitment. 

Recruiting research participants (2:17)

So at the moment, you're able to recruit for these studies using a link that you could share with our audience any way you'd like to in the future we will be looking to integrate directly with our panel of over 500,000 global participants but today let's have a look at setting up a link. So the first choice you'll need to make is between hand pick and automatic selection mode. In hand-picking mode, participant's details will all be collected alongside their screener answers and you'll be able to go through that list and decide who you'd like to invite to book a session. 

Under automatic mode, anybody who passes the screener criteria will be taken directly to book a session so let's go with automatic mode today and cap that out at 10 people. You can see I've also added an incentive of a $50 Amazon voucher you could enter anything you like here and will help you to keep track of those payments later on. 

So let's grab this link and have a look at what participants see.

What research participants receive (3:11)

On the participant side, they'll be able to see all of the information that you've given them about your study including the incentive requirements and location, and if they're interested they can enter their details to apply.

The next thing they're going to see is the screening questions that you've set so let's be sure here to choose file management that qualifies us through this particular screener but we'll also say that we use calendars and the message board. We'll say our experience has been good and because we qualify through the screener we're taken directly to make a booking.

So let's book a session on Friday at 2 pm.

That's it for the participant the next thing they'll receive is an email containing all of their session information the time it'll have an event for them to add to their calendar if they'd like to and links to reschedule or cancel if they need to.

Managing participants (4:05)

Back on the researcher side, we can see that this study now has a number of applications, and for each application, we can see their name and email address their qualification status, the answers that they gave to the screening questions, and their overall status as an applicant some of these people we can see have already booked in some are applied and some people we've already sent a manual invitation to book a time. Lastly, if we hop to the sessions tab we can see all of the  

Managing sessions and tracking incentives (4:31)

Sessions that are happening under this study both upcoming and past ones. For an upcoming session, we might choose to change the hosts, add another host from our team, or change the meeting link. Past sessions can be tracked as either complete or a no-show and we can also keep track of whether the incentive for each session has been paid or whether it's still waiting so we don't have to keep track of that in a spreadsheet.

That's a quick introduction to the beta of our new  Interviews feature we'd love for you to give it a try and if you do, we'd love to hear your feedback so please click on this button here to get in touch with us and have a chat, thanks!