3 Ways to Manage a Project

  1. Self Serve
  • Project Setup (setting allowed devices and candidate availability, product demo / training) - You manage. Do a virtual training here.
  • Session Scheduling (confirming dates and times, scheduling sessions) - You manage
  • Tech Checks (customizing tech check question, sending tech check link, reviewing responses, choosing final candidates) - You manage (optional)
  • Respondent Scheduling (inviting to interviews, confirming participation, fielding questions) - You manage
  • In-Session Support (technical troubleshooting, contacting no-show respondents) - You manage. Learn how to support your own session here.

2. Self Serve + Premier Live Tech Support

  • Project Setup (setting allowed devices and candidate availability, product demo / training) - You manage. Do a virtual training here.
  • Session Scheduling (confirming dates and times, scheduling sessions) - You manage
  • Tech Checks (customizing tech check question, sending tech check link, reviewing responses, choosing final candidates) - You manage (optional)
  • Respondent Scheduling (inviting to interviews, confirming participation, fielding questions) - You manage
  • In-Session Support (technical troubleshooting, contacting no-show respondents) - Live tech support will be available for setup and via the Help Button throughout the session. If you provide contact information for respondents, Discuss.io will contact them 5 minutes before the start time as needed. Please note that sessions scheduled less than 24 hours in advance or on the weekend may not have live tech support depending on availability.

3. Discuss.io Project Coordination

  • Project Setup (setting allowed devices and candidate availability, product demo / training) - Discuss.io manages. Includes 1 live virtual training. Additional training sessions available for $100 each. Self-guided training included free.
  • Session Scheduling (confirming dates and times, scheduling sessions) - Discuss.io manages
  • Tech Checks (customizing tech check question, sending tech check link, reviewing responses, choosing final candidates) - Discuss.io provides information for you to share with respondents on how to do a tech check. Discuss.io provides pass/fail information but you choose your final respondents
  • Respondent Scheduling (inviting to interviews, confirming participation, fielding questions) - For projects with tech checks, Discuss.io manages scheduling. For projects without tech checks, Discuss.io provides links for each respondent for you to send.
  • In-Session Support (technical troubleshooting, contacting no-show respondents) - If Premier Live Tech Support is also purchased, live tech support will be available for setup and via the Help Button throughout the session. Discuss.io will call respondents as needed 5 minutes before sessions if phone numbers are provided. 

Fast Facts

Browser Compatibility 

  • Desktops/laptops - Chrome, Firefox, Edge version 80 or newer
  • Android phones/tablets - Mobile Chrome
  • iPhones - Mobile Safari
  • iPads - not supported

What to Know about Mobile

  • Screensharing and whiteboard are not supported on mobile
  • Moderators cannot be on mobile; only observers and respondents are supported
  • Best for 1:1 conversations; mobile respondents can hear everyone but can only see the moderator

Self Service - How to Manage Your Project

1. Confirm Project Settings

On the Settings page, review your privacy settings, give access to teammates, and review 2 important settings:

Collect Candidate Availability - If you use the tech check feature, you have the ability to ask respondents to choose their availability from your scheduled session times. If you have already confirmed the date and time of your respondents’ interviews, turn this feature off.

Stimuli / Screen Sharing - Stimuli and screen sharing are not available on mobile devices, so check this box if you plan to use these features. This will prevent your respondents from joining on mobile. 

2. Schedule Sessions

On the Calendar page, schedule sessions for your project. Each interview has the following fields:

  • Language of the interview - this ensures a more accurate transcription. See our supported languages for transcription.
  • Translation on/off, type, and languages - if you will have a translator, distinguish between Simultaneous (moderator and respondent speak the same language) or Consecutive (moderator and respondent speak different languages) and what languages are the original and translated

Invite respondents or observers right from your calendar event to send them a calendar invite with the session link and helpful information about browser and network requirements. Our invites are compatible with Microsoft and Google calendar programs.

3. Manage Respondents

You have 3 ways of managing respondents. 

a) Invite from the calendar

Schedule a session and send an automated calendar invite by entering your respondent’s email address, which contains the respondent’s link for the session and helpful information like our compatible browsers.

b) Send the link directly to your respondents

Copy and paste the link for a session and send it to your respondent directly. When you copy/paste the links, you are responsible for communicating with respondents about browser compatibility and network requirements.

c) Schedule respondents based on their tech check responses

All About Tech Checks

Tech checks are an optional, but recommended, step to ensure that your respondents won’t experience technical issues that could slow down your interview. Respondents should take the tech check on the same device and internet connection they will use for the interview.

A tech check is a short, recorded video response to a question of your choice. Leave it with our default “Tell me about yourself in 15 seconds,” or customize your question here:

When the question is to your liking, copy the tech check link and send it to your respondents.

Reviewing Tech Check Responses

View video responses and technical compatibility on the Respondents tab of your project. 

You can choose to notify them yourself of their session link, or have us do it. If you prefer to manage communication yourself, uncheck the auto-notify box on the respondent’s tech check card prior to assigning them to an interview.

If you leave this checkbox enabled, we will send an email with their interview date and time and ask them to confirm their participation. When they confirm, they will be sent a calendar invitation containing the session link and information on browser compatibility and network requirements.

Use the Assign to an Interview dropdown to schedule a respondent into a session. If you have collected their availability as part of the tech check process, you will see a green check mark next to the sessions they indicated they are available for.

Once a respondent is scheduled into a session, their card will move out of Unreviewed to the corresponding session date and time, where you can copy/paste the session link to them if you have opted out of having us send them.

4. Upload Stimuli (Optional)

If you will be using stimuli in your project, use our Document Hub to organize documents and make them available in every meeting room.

On your Overview page, scroll down to the Documents section. Select Stimuli and upload your materials. See our supported file types and file sizes

5. Create a Discussion Guide (Optional)

When you check off discussion guide questions in our meeting room, we automatically annotate the transcript and the video timeline so you can quickly go to the most interesting part of the conversation. 

Export all answers to the same question across interviews to identify patterns and next steps.

Learn how to make a Discussion Guide.

6. Customize your Takeaways Questions (Optional)

Collect learnings immediately after an interview from everyone involved. View or export for easy theme identification and make debriefs a breeze. Use our default prompts or customize your own.

Learn how to customize Takeaways questions.

7. Get Familiar with the Meeting Room

Watch the tour or read about the meeting room functionality.

One click in the meeting room lets you bookmark important moments and gives you automated video clips of your most compelling soundbites. See your moments on the video timeline to jump straight to that point in the video. 

Prep your observers by sharing this article explaining how to join as an Observer and what features available to this role.

We recommend using your computer for audio, but we do support joining a session by phone. If you or your team need to join via phone, follow these steps.

Please make sure all participants understand the technology requirements for joining a Discuss.io session.

8. Prep Your Translator (If Applicable)

We support two types of translation in our platform, Simultaneous and Consecutive. 

  • Consecutive: 

In this setup, the Moderator is not aware of the local language and needs the translator to communicate between him/her and the respondents. You can find more details about this here

  • Simultaneous: 

In this setup, the Moderator is aware of the local language and the main discussion happens in the local language. The translator is able to hear the local conversation and then translate the discussion live in the backroom where the Observers who selected to listen in to English translation can hear him/her. You can find more details about this here.

You are responsible for sharing session links with your translator from the calendar page.

Get to Know our Key Features

Make the most of your project by getting to know the features that make us the only platform designed for structured video interviews that help inform business decisions large and small.

Watch this platform demo video or dive into specific features:

  • Your Project Overview - Get to know your project’s landing page.
  • Stimuli Management - Upload stimuli for your project to have them available in every meeting room.
  • The Meeting Room - Watch the tour or read about the meeting room functionality.
  • Whiteboard and Screenshare - Learn the tools of our whiteboard and supported file types
  • Saved Moments - One click in the meeting room lets you bookmark important moments and gives you automated video clips of your most compelling soundbites. See your moments on the video timeline to jump straight to that point in the video.
  • Make or Edit a Video Clip - Highlight a section of the transcript or use the video timeline to make a new clip. Edit an existing clip or Saved Moment to get the perfect verbatim.
  • Make a Highlight Reel - Easily drag and drop video clips to create a highlight reel to share with colleagues or download for a presentation.
  • Discussion Guide Answers - Our interactive discussion guide annotates the transcript and the video timeline when you check off questions in an interview. Export all answers to the same question across interviews to identify patterns and next steps.
  • Key Takeaways - Collect learnings immediately after an interview from everyone involved. View or export for easy theme identification and make debriefs a breeze. Use our default prompts or customize your own.
Did this answer your question?