This guide provides instructions for inviting your own Users/ Customers to your Indeemo project.

Learn More here: Introducing Recruitment Methods: A Guide to Getting Started


If you selected:

  1. Recruit Respondents directly via their email address (Recommended): Click here
  2. Recruit using Customised Respondent Registration pages:  Click here
  3. Using Indeemo's Panel: Follow the instructions below.



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 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


On your Indeemo Dashboard, click on 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.

Cancelling an Invite / Interview

You can cancel an Invite by clicking 'Cancel Invite'.

The respondent receives a notification that the invite has been cancelled.


(example of the message the respondent receives)