š” Set up Scheduling for a Study to allow Participants to automatically book interviews based on your configurations and availability. Book Manual Interviews to bypass limits or availability, and log past interviews or interviews outside Rally.
Easily view, manage, update, and take action on interviews from the Study Overview for any Study. Available actions will be determined by whether an interview is Upcoming, Completed, No Showed, or Canceled.
Manage Upcoming Interviews
Open an Interview Study.
Select 'Interviews' from the sidepanel.
By default, the 'Upcoming' Interviews tab at the top will be selected and shown.
Select the 3 dots to the right of any upcoming interview to take the following actions (scroll in the action menu to see all actions):
Join meeting
View observer room
Send observer bot to meeting (failsafe to record and livestream)
Compose custom, reminder, or reschedule email to the Participant
Copy scheduling link (unique to this specific Participant only)
Mark as completed
View Interview Activity and Event Details
Open an Interview Study.
Select 'Interviews' from the sidepanel and select between the Interview Status tabs.
Select the 'View Details' button on any interview to see all event details, including interview date and time, meeting conferencing link and password, event description, and attendees.
Scroll down if needed to view a timeline feed of activity that shows:
When the Participantās RSVP status changes
When any event details change
When the event location or conferencing details change
When the event is canceled, deleted, rescheduled, or marked as no-show
When the Participant receives any interview-related email:
āInvitation to scheduleā email
āConfirmationā email
āReminderā email
āRequest to rescheduleā email
If a Participant confirms their interview booking but responds "Maybe" to the calendar event, Activity shows the Participant has marked themselves as tentatively attending.
Participants who respond "Maybe" to the calendar event will be shown as "Attendance Unknown" in the Interviews section of your Study.
Edit Upcoming Interview Details
Easily update the details and description of an upcoming interview's calendar event to add more context or include or replace a Zoom, Google Meet, Microsoft Teams, or alternative video conferencing link if your Interview Location was not set prior to booking the interview.
Open an Interview Study.
Select 'Interviews' from the sidepanel.
By default, the 'Upcoming' Interviews tab at the top will be selected and shown.
Select the 3 dots to the right of an upcoming interview and select 'Edit Details'.
Edit the Event Title and Event Description (shown to Participant) to update or add context.
Update the Location to Zoom, Google Meet, or Microsoft Teams to open additional fields to add a meeting link and passcode.
Currently, you'll need to manually create the new meeting link in your preferred app and paste the link here.
Select 'Save' to apply your changes and update the calendar event for all attendees.
Manage Completed Interviews
Once a Participant's scheduled interview end time has passed, their interview will automatically move to the "Completed" tab and their Participant Status will be updated. Manage completed interviews with the available actions described below.
Open an Interview Study.
Select 'Interviews' from the sidepanel.
Select 'Completed' from the Interviews tabs at the top.
Select the 3 dots on the right of any interview to take the following actions:
View observer room
View observer room recordings if enabled for this Study and Participant
Compose custom email
Send a custom email to the Participant outside of set Study emails
Compose reminder email
Send an extra reminder email in addition to the automated reminder email
Compose reschedule email
Send an email requesting the Participant to reschedule to book a new time
View screener responses
View all screener responses from the Participant for this Study if present
Compose incentive email
Close the loop by sending the Participant an incentive - learn more!
Reschedule interview
Reschedule the interview to a new time on behalf of the Participant
Copy scheduling link
Copy the scheduling link unique to this specific Participant only
Mark as no-show
Mark a Participant who did not attend their scheduled interview time
