TABLE OF CONTENTS

Qualifying/ Disqualifying Applicants

Click on your Recruit or 'View' and the Applicants page opens for this recruit.


Any applicant that completes the screener (whether they qualify or don't qualify) will appear almost immediately within your Recruit on the Recruitment tab of the Indeemo Dashboard for you to review.


Applicants do not get any notification of Qualifying or Not Qualifying when they complete the screener.


We recommend:

  • You can export your results into excel and start to look into more detail on the quality of the recruits and if you are hitting your quota for particular segments. 
  • If you hope to add participants to particular target groups within your Indeemo project later, we recommend you note this in your excel download. When you invite participants later, you will be inviting them to a particular target group on your Indeemo project (to follow a particular task list or so that you can filter to a specific group/ segment)
  • The fulfilment of a screener depends on a number of factors:
    • How general the screener is (the wider the net of people you search for the quicker this can be filled)
    • Balance of effort versus reward ... what commitment will the study require and how will they be rewarded


Tip: If you have specific quotas, please allow extra time for review and potential adjustments to your search parameters.

Some screeners fill within 24 hours, others may require a longer timeframe.


Qualified & Not qualified

  • Any respondent that does not qualify based on recruitment criteria or how they answered screener questions will still appear for you, with the status 'Not qualified'.
  • They will not take up space within the max number of Applicants (ie if you have a target of 20, you will be shown 40 qualified applicants, along with all the 'not qualified' applicants.)


If they are set to 'Qualified' the 'Invite' button will be available immediately.

If they are set to 'Not Qualified' you will need to click the 'Qualify' button first, if you wish to invite them.



Click 'View' on a Respondent to review their screener answers, as well as their profile details.




Disqualifying applicants

If you decide to Disqualify any respondent (regardless of their status)

  • Click the '...' button and select Disqualify.
  • A box will pop up, asking you why you have disqualified the respondent. 


Note: 

  • Respondents will not be made aware that they have been Disqualified. 
  • If you Disqualify a respondent, their status will change to 'Not Qualified'.
  • The platform will work to recruit another respondent in their place. 

    


We recommend Disqualifying any unsuitable ‘qualified’ recruits in order to keep the platform searching for more ‘qualified’ recruits.


Download applicants/ respondents

Clicking on 'Download Respondents' will download a .csv list of applicants and how they have responded to the Questions in the Screener.


You might find it easier to review the applicants this way.



Messaging Applicants via Recruitment tab

Click on your Recruit or 'View' and the 'Applicants' page opens for this recruit.


You can message an applicant as soon as they complete a screener, even if you haven't invited them to participate yet. 

Applicants will receive an email to let them know that they received a message.

They can reply to your message. 


Messaging is a shared feature between all moderators that are linked to your recruit.

(When creating your recruit you were prompted to input one name that respondents will see if any message is sent by any moderator on your recruit). 

Moderators can see all messages, they will see if a new message comes in, and they can all reply. 


Once you close a project, you will not be able to message an applicant. 


Inviting Applicants: Indeemo App / In-The-Moment Project



1. Check the Project Set up

First, your Indeemo project must be fully set up in the Dashboard before you can start inviting applicants.


You can review the the project via 'Manage Projects' prior to sending invitations:

  1. Review your Target Group settings including start and end dates
  2. Review your Customised Respondent registration page (ensure the Welcome message clearly reflects the details of your project)
  3. Ensure your Opt-In Consent pdf has been added
  4. Review your Task List(s)


We recommend inviting respondents 1 day before your fieldwork goes live in order to give them some time to sign up.


2. Inviting Applicants

This is done via the Recruitment view:


  1. Click on your Recruit or 'View' and the Applicants page opens for the recruit you want to invite from
  2. On each applicant you want to invite, click 'Invite'


3. Choose the Project and then the Target Group you want them to join

4. Review/ Add Message or Special Instructions

5. Click 'Send Invite'



The respondent gets a notification on their dashboard and will receive an email, advising them that they have been invited to your project. 


On your Indeemo Dashboard, the respondent's status changes from 'Pending' to 'Invited'.

Once they accept the invite and register to take part, you will see them pop into the Respondents view under the relevant target group.


 

Inviting Applicants: Online 1-1 Interview


This is done via the Recruitment view:

1. Click into the Screener you want to invite from
2. On each applicant you want to invite, click 'Schedule'



3. Insert the URL of the meeting they will use to speak with you
4. Insert the timezone, date and time of the interview
5. Click 'Schedule'



The respondent gets a notification on their dashboard and will receive an email, advising them that they have been invited to the interview. 
On your Indeemo Dashboard, the respondent's status changes from 'Invited' to 'Scheduled'



Note: If you cancel an interview within 4 hours of the start time, when you click the 'Cancel' button the respondent will automatically be paid there incentive. 


Rescheduling an Interview

Once an interview is scheduled, if you need to reschedule, click "..." and select 'Reschedule'. 

This will change the respondent status back to 'Invited' from 'Scheduled' and the 'Schedule' button will reappear for you. 

Click 'Schedule' and input the updated details.

Cancel an Invite / Interview

After you have sent an invitation message to an applicant, it is still possible to Cancel the invitation. 


You can cancel an Invite by clicking 'Cancel Invite' next to the applicant. 


What happens for the applicant? 

  • The applicant receives a notification that the invite has been cancelled.
  • The original invitation is removed from their respondent.io profile/dashboard
    • This also means they no longer can see the registration button.
    • (Note in the event that they already had clicked the registration button - they would still be able to register)


Re-inviting the applicant

If you wish to Re-Invite the applicant, simply follow the steps to invite them as normal again. 


(example of the message the respondent receives)

No Show


If a respondent does not sign up for your project, or do not begin their tasks in the timeframe you have outlined in your invitation, you can mark them 'No Show'. 


If they have registered, please also go to 'Respondents' view and delete them to remove them from your project.  


This applies a 'No Show' status to the Applicant on your Recruit. 


What happens for the applicant? 

  • The applicant receives a notification that they have been marked as 'No-show'.
  • The original invitation is removed from their respondent.io profile/dashboard
    • This also means they no longer can see the registration button.
    • (Note in the event that they already had clicked the registration button - they would still be able to register)


Re-inviting the applicant

If you wish to re-Invite the applicant, please contact [email protected] 



Online 1-1 Interview

  • A respondent can be marked as 'No-Show' 15minutes after the scheduled time of the interview. 
  • If you cancel an invite within 4 hours before the beginning of an interview, the applicant will be paid automatically. 

Cancel Invite vs No Show

When choosing which option is best for your scenario please note: 


Applicant flow for both scenarios:

  • The applicants are notified.
  • The original invitation is removed from their profile/ dashboard. 


Label on Recruit: 

No show: this applies a 'No-show' status for tracking

Cancel invite: the status simply returns to 'Pending' - you will not see that you previously invited them. 


Re-inviting the applicant:

No show: Cannot re-invite from Recruit - must contact Indeemo Support

Cancel Invite: Can re-invite from Recruit, simply click 'Invite'. 


'Hide' Applicants

 You can 'tidy up' your 'Applicants' view, by hiding respondents from your list.

This does not disqualify them, it does not remove them, it simply allows you to see only the applicants you want to see. 

If you wish to hide an applicant from your list, simply click "..." and select 'Hide'. 


To make the respondent visible on your Applicants list again, use the 'Visible' filter to filter to your 'Hidden' applicants, click "..." on that respondent and click 'Show'.