1. Complete the same tasks by multiple target groups being linked to the same task list: This allows you to group respondents by attribute such as Gender, Demographic Information or Persona for example.

2. Have a unique task list for each Target group: Task lists are programmed on a target group level so each target group can be linked to its own bespoke task list

IMPORTANT! Each respondent can only be added to 1 target group.

3. Task List: Tasks/ Activities are organised for Respondents in a Task List

Within each Task list, Tasks are the instructions or units of activity you assign to respondents.
A Task can be an activity they do once or an activity they do repeatedly over the course of the project.
For task lists, you can either:

1. Have multiple Target Groups linked to the same task list and therefore all completing the same tasks: This allows you to group Respondents by attribute such as Gender, Demographic Information or Persona for example.

2. Have a unique task list for each Target group: Task lists are programmed on a target group level so each target group can be linked to its own bespoke task list

1. Add Project Details

Enter the details of the Project you wish to create.

These details will be visible on the Dashboard for you and your colleagues but will NOT be visible to the Respondents.

(OPTIONAL) 1.1 Customised Respondent Registration Page

If you are using the Indeemo's Recruitment Integration or URL/ QR Code for respondent onboarding, you will be prompted to Enable this.

IMPORTANT! This is a requirement when using the Indeemo Recruitment Integration and URL/ QR Code respondent onboarding.

Do not enable this if you will be onboarding respondents by adding their email addresses to the dashboard first; please find more on this here: Inviting & Managing Respondents

For more information, please follow the link: Customised Registration Page

Learn about 'Opt-in Consent' here.

In conjunction with the Customised Respondent Registration page, you can upload research consent forms / Terms and Conditions for projects on Indeemo.

Once enabled, Respondents who register via your Customised Respondent Registration page must either Accept or Reject your Terms and Conditions as part of their Indeemo registration flow.

This guarantees that only Respondents who explicitly opt-in are linked to your project.

For more information, please follow the link: Opt in Consent

For tips on how to format your PDF, follow this link: Consent Form tips

2. Target Groups

These are groups or segments by which you will organise your respondents.

Target groups can either:

Complete the same tasks by multiple target groups being linked to the same task list: This allows you to group Respondents by attribute such as Gender, Demographic Information or Persona for example.

2. Have a unique task list for each Target group: Task lists are programmed on a target group level so each target group can be linked to its own bespoke task list

IMPORTANT! Each respondent can only be added to 1 target group.

Target Group Name: This is not visible to Respondents.

Language: Choosing the language ensures that the Automated Video Transcription will transcribe videos & screen recordings in the correct language.

Task List Tips will also be shown to Respondents in this language.

Schedule fieldwork: Add your Start and End date and time.

This will apply to the local time for each respondent.
You can adjust the start date and end date if you wish, after your project has been set up.

Target Group options: Choose the features you would like enabled for this target group.

Depending on your Subscription, some of these may not appear for you (If one does not appear but is part of your of your subscription, please contact [email protected]).

Learn more about Experience Graph and Journey Map

Learn more about Automated Video Transcription

Learn more about Optical Character Recognition

Learn more about Mobile Screen Recording

Learn more about Video Import

Learn more about Anonymous emails

Learn more about Generative AI

Learn more about 'Blur Faces'

Repeat the above steps until all of your Target groups are set up.

3. Task List

When creating task lists, you can either:

2. Have a unique task list for each Target group: Task lists are programmed on a target group level so each target group can be linked to its own bespoke task list.

IMPORTANT! When using multiple task lists, each task list is unique, and must be edited separately. Click on the task list in the navigation bar on the left that you wish to edit.

Insert Task List Name: When choosing the name of your task list, keep it short, simple, unique.

If using different task lists for each target group created, recommend naming the task list the same as the target group.

Select a Task List type: The type of Task List is simply how the tasks will be released and displayed to respondents in the Indeemo App.

Please find a detailed explanation of each and when each is useful here: Task List Types/ How tasks are released in the App

Choose which Target Group(s) will get to see this Task List:

3.1 (OPTIONAL) Rating Scale

When enabling ratings for Journey Mapping and Experience Graph, it is important to note the following:

Your chosen rating scale will be applied only to the tasks you choose
Your chosen rating scale will be the same for all tasks it is applied to
Respondents must assign one of the 5 ratings for every upload to the tasks it is applied to

Define 1 scale:

Emoji only
Number only
Text only
Emoji + text
Emoji + number

3.1 Introduction

This is the first thing the respondent sees when accessing their task list in the app.

This is a brief introduction to the project where you welcome the respondents and provide the context within the app.

We recommend you mention the following in your intro:

Welcome the Respondent to the project,
Explain the purpose of the project (what you generally need them to do),
Confirm the duration of the project.
Confirm how many tasks in total they will need to complete.
If there is an out of home component, e.g. a shopping mission, please also mention this here so they can plan ahead.
We recommend you include your name and contact email in case they have any questions on the tasks
We recommend you also include 'If you have any technical questions on the app, please use the 'Contact Us' section in the app or email [email protected]'
Finally, you can also embed an intro selfie video from yourself/ a moderator to bring a human face to the technology

3.1 Tips we show to Respondents on how to use the Indeemo App

Tips have been automatically populated for your respondents depending on the type of task list you have chosen and the language.

Feel free to edit these.

3.1 Click here to add your first Task

Task Title:

Use a 2-3 word title that summarises the entire task e.g. “1. Intro selfie video”, “2. Daily diary task” or “3. In store shopping video task”. We recommend numbering your tasks.

Task Description:

We recommend you use the following approach:

WHY: Purpose: explain what you need them to do and why.
WHERE: Context: Specify where the task should take place if relevant e.g. “go to your local supermarket and….” or “find a private place and record a video to tell us…”
WHAT they need to upload: tell them how they need to respond to the task e.g.:
- “Record a 2-3 minute selfie video and tell us..”
- “Using a series of photos with captions, show us…”
- “Choose the Note option on Indeemo and tell us…”
- “Using the Screen Recording option, do the following:”
Bullets: Use bullets for your specific questions.
3-4 questions max: no more than 3-4 questions / task!
One off v Repetitive: If the task needs to be repeated, explain how many times / day and for how many days they should do it.

IMPORTANT! Please find tips we advise including for each task: Tips to include in your Task List

There are some tips we would suggest that should be included in your task list/ task description to ensure the task list is optimised for use in Indeemo and your respondents have a good experience.

You can embed photos/ images or videos as well:

Photo - .png and .jpeg / .jpg
Video - .mov / .mp4 (max video that can be embedded is a 500MB file but we would recommend 150MB/ 90 secs in order to avoid a slow loading task list)

(OPTIONAL) Ratings instruction:

If you have enabled ratings, a check box will be available below the description of each task for you to enable ratings for that task. Check this box if you wish to enable ratings for this task.

(Do not change this once fieldwork is live/ respondents have begun uploading).

IMPORTANT! When enabling the ratings for a task, it is essential to include context or a ratings instruction to ensure respondents use the ratings scale accurately.

Required Response:

The different types of uploads respondents will have access to use are:

Videos: Selfies, videos of other things, respondents can add a text description/ caption, these can also come from their camera role.
Photos: Selfies, photos of other things, respondents can add a text description/ caption, these can also come from their camera role (so this could include screenshots).
Notes: A free text response
Screen Recordings: Allows respondents to record their mobile screen as well as narrate over the recording. Screen recordings can also have a caption; ensure to include tips on screen recording

Required Responses for All At Once and Scheduled task lists: This is a summary of what you have already mentioned in the Task Description, ie what they must upload to complete the task.

It should be brief like '1 video' or '1 video per moment'

Required Responses for Sequential Task lists: Please find Tips for Sequential Tasking

Scheduled task list: Start date/ Time & End date/ time

Start date/ time: The time and date tasks are released to respondents, push notifications are sent at this time. This is local time to your respondents.

End date/ time: As this is not visible to respondents, we would suggest leaving this field blank for the start; if an End Date/ Time is inserted, it means that the task will close or hide from the respondents task lists meaning they would not be able to upload anything new to those tasks. Therefore keeping the End Date/ Time blank leaves the task open for the duration for the project allowing for stragglers time to complete the tasks.

Once the fieldwork is live, you will be able to insert the End Date/ Time yourself using the dashboard so if you find completion rates are good, you could then decide to implement an End Date/ Time.

Sequential task list: Start task on

Immediately: This means the task will appear as soon as the respondent completes the previous task.

No sooner than: This means the task will only appear:

when the previous task is completed

AND

when the specified date and time has passed

3.1 Completion Message

It is mandatory to add a Completion Message to each task list.

Use it to thank the respondents for taking part, explain what happens next. Embed a selfie video if you wish – it’s a great touch point.

The Completion Message appears as follows:

All-at-Once Task Lists: Once they register and log into the app
Scheduled Task Lists: You will beed to set a Date & Time; this should typically be scheduled for the evening on the final date of fieldwork
Sequential Task Lists: Once Respondents complete the final task

Repeat the above steps until all of your Task Lists are set up.

For steps on cloning a task list, please click on the following link: Cloning Task List

Next: Managing Colleagues

Video Import Project

1. Add Project Details

Enter the details of the Project you wish to create.

These details will be visible on the Dashboard for you and your colleagues.

2. Target Groups

Now it’s time to add your target groups.

Each video should only be added to 1 target group.
Target Groups (or Segments) enable you to categorize your IDI's or Focus Group imports.

Target Group Name: This is visible to your colleagues.

Language: Choosing the language ensures that the Automated Video Transcription will transcribe videos in the correct language.

Schedule fieldwork: This is the period during which you can import your videos.

Target Group options:

Enable Automated Video Transcription: This should be enabled as this will ensure the imported videos will be transcribed.

Enable Optical Character Recognition (OCR) AI: This should be enabled if there is any element of screen sharing during the video.

Enable Generative AI: This will be an option if it is included in your Subscription; if is it available this should be enabled as this will assist int he analysis of the videos.

Next: Video Import

Creating & Programming the Project

Creating a Project

In-The-Moment Projects