Interviews

Conduct customer interviews programmatically with pre-specified questions.

Advantages

Why use OnVoard Interviews?

More Efficient

Current approaches in customer interviews are extremely labor intensive and require tons of back-and-forth emails or expensive field trips down client's office.

More Clarity

Reduce confusion by avoiding the need to dig through multiple email threads for final versions of customer interviews.

More Convincing

Getting users to participate in customer interviews is all about identifying the right users, asking at the right moment, and adding the right motivation.

How it works?

Use one-to-many approach for more customer interviews. Scale your process with pre-specified questions.

1

Create Interview Requester

Requesters are pre-specified with interview questions and will be used for sending.
2

Send Interview Request

Can be done manually or via automations with triggers and surveys.
3

Opt-In for Interview

Recipient can click on email link to opt-in for interview. The link will direct them to a page indicating that we have dropped interview instructions to their inbox.
4

View Instructions

The instructions email will contain required details to access interview.
5

Access Interview

User can answer to interview questions and apply for rewards all within a single page.

Features

Programmatic approach in conducting customer interviews

Rich Text Editor

Conduct interview in rich text environment. Common formatting options like bold, italic, hyperlinking, quotes are available. You can also upload images and embed videos.

Customizable Email

Plenty of customization options for email. You can customize sending domain, email message, color themes, and rewards.

Reminder Option

Follow-up with users who have not opened and clicked on email.

Built-In Deduplication

Send interview requests without the fear of trashing your recipients' inbox. Just specify number of days to lookback and we will automatically deduplicate recipient with the same email.

Rewards Incentivization

You can specify rewards and incentivize users to participate in interview. Manage interview and rewards fulfillment all within the dashboard.

Notification Workflows

Setup workflows to get notified whenever interview has been created or responded.

Automation

Setup once and automate your interview request process

Triggers

Use triggers to send interview request with third party integrations. For example, automatically send interview request to users from specified Mailchimp segments. Easily connect to over 1000 other services with our Zapier integration.

Survey Response

Send interview request based on survey response. For example, only send if the user selects 9, 10 for NPS question.

In-Survey Interview Request

If you prefer, you can even request for interviews at the end of survey based on user's answer.
Want to learn more about OnVoard?
Give OnVoard a try with our free 14 day trial, or feel free to drop us a question if you have any.