Managing Applicants: Inviting, Scheduling, and Next Steps
Once qualified applicants appear in your Recruitment dashboard, you can invite them to join your Indeemo project.
Reviewing and Qualifying Applicants
As soon as an applicant completes your screener, they'll pop up in the Applicants view on your Indeemo Dashboard. From here, you can see all your potential participants, whether they technically qualified or not.
To see a single applicant's screener answers and profile details, just click 'View'.
Want to compare multiple applicants? Click 'Download Respondents' to get a .csv file of everyone's answers. This can make it easier to track your quotas!
Applicant Statuses
All applicants show up in your list, whether they technically qualified or not. Remember, applicants aren't told whether they qualified, so you get to decide who makes the cut.
- If an applicant is qualified, you'll see a green 'Qualified' button and a pink 'Invite' button.
- If an applicant is not qualified, you'll see a gray 'Not Qualified' button and a pink 'Qualify' button. If you decide you want to invite them anyway, just click that button first!
To disqualify an applicant, click the three dots on the right side of their row and select 'Disqualify.' A box will pop up asking why. The platform will then go out and find a new person in their place. We recommend doing this for anyone you're sure you don't want, so the platform can keep recruiting new people for you!
Inviting to an Indeemo App / In-the-Moment Project
Before you invite anyone, make sure your project is all set up. This means your task list and Opt-in Consent PDF must be ready to go.
Here's how to invite applicants:
- On the Applicants dashboard, find a qualified applicant and click the Invite button.
- In the pop-up, select the Project and the specific Target Group for this person.
- Review and customize the invitation message with any special instructions.
- Click Send Invite.
The applicant's status will change to Invited. They will receive an email and a notification prompting them to register for your project.
When to Cancel an Invite or Mark as 'No-Show'
Sometimes, things don't go as planned. If an applicant doesn't sign up or participate, you have two options:
- Cancel an Invite: You can do this by clicking 'Cancel Invite' next to the applicant's name. This simply removes the invitation, and the applicant gets a notification that the invite has been canceled. The status on your dashboard will go back to 'Pending.' You can re-invite them again from the dashboard if you want!
- Mark as 'No-Show': If a respondent doesn't sign up or begin their tasks, you can mark them as a 'No-Show' by clicking the three dots on their row. The applicant gets a notification, and their status will change to 'No-Show' for tracking purposes. If they have already registered for the project, you must delete them from the 'Respondents' view as well. If you need to re-invite them later, you'll need to contact Indeemo Support.