4. Onboarding Respondents — Indeemo Resources

4.2 Inviting Respondents

When you are ready to invite your Respondents to join your project, you/ the recruiter will need to email them with your own introductory email which should include instructions on how to download Indeemo.

You will find an email template by clicking ‘Respondent Email Template’ in the upper right corner of Respondents tab.

Copy this, and paste to your own email.

Send to respondents 1-2 days prior to fieldwork going live. Use the below Note to decide when will be best for you to invite respondents.

Note:

With All-at-once tasking respondents will see their tasks once they log in to the App, even if you add them prior to fieldwork starting.
With Sequential tasking, respondents will see their first task once they log in to the App, even if you add them prior to fieldwork starting.
With Scheduled tasking, respondents will see their first task after the system releases based on your defined schedule.

If your Indeemo Subscription includes Customised Respondent Registration Page with Opt In Consent, please visit the below link for more information, and contact your Indeemo Account Manager or support@indeemo.com to receive guidance on how best to use this feature.
Learn more about Customised Respondent Registration Page with Opt In Consent

If you are using Anonymized email, please use the following invitation email template: https://resources.indeemo.com/respondent-mail-indeemo-address

4. Onboarding Respondents

4.3 Edit Respondent's Details

You can now edit the First Name, Last Name and Email Address of Respondents.

Editing of First Name and Last Name is usually done on sensitive projects where you want to minimise the amount of personal information that is stored about Respondents.

The most frequent need for this might be to delete their last name or simply use their Last Name initial to partially anonymise the data.

To activate the Edit feature, hover your mouse over the name, last name or email and click on the pencil icon to edit.

Tips for editing First Name: You can edit the First Name at any time but please note that any edits to the First Name will be visible to the Respondents in any emails or push notification reminders.

The First Name will also be visible to the Observer.

Tips for editing Last Name: You can edit the Last Name at any time (or reduce it to just an initial) and these edits will NOT be visible to the Respondent or the Observers.

Tips for editing the Email address: The Email address is editable only before the Respondent has registered.

You can use this in situations where the respondent has registered with a different email or you made a typo in the email when you added it to the dashboard.

If the Respondent has registered with a different email, simply change the email to the one they registered with and ask them to restart the Indeemo app. This will automatically link them to your project.

4. Onboarding Respondents

4.4 Adding an Alias

Adding an Alias

You can assign an alias to Respondents. Alias can be used to add an alternative identifier or label to each respondent.

Click on “Add Alias” link.

Type the alias you want and save it.

You can edit the alias by clicking on the pencil icon next to it.

To remove an alias, just click on the edit button and remove what you have written.

To filter by alias, go to your Indeemo Dashboard, and type in the alias in the respondent dropdown.

4. Onboarding Respondents