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Create and edit a discussion guide

Lisa Wong
Updated

Add questions to cover in the video discussion and organize questions into sections. For each section set an optional amount of time to spend on the questions.

You must be an Admin, or a Power User, Author, or Video Discussions User with the Can schedule Video interviews and manage projects permission to complete this task.

Note: Only Editors and Project owners can create and edit discussion guides. Collaborators are limited to viewing discussion guides.
  1. Select Interview Prep > Discussion Guide.
  2. Click New Section and enter the name for the section in the new section text box.
  3. Optional: Click the Estimated Time (min) text box to specify the amount of time you expect to spend on those sections.
  4. Click New Question and enter the question in the new question text box.
  5. Reorder sections or questions by clicking and dragging the drag button beside the item and moving it to the new location.
  6. Delete a question or section by clicking delete next to the item to remove.
  7. Click Save.
Discussion guides can be edited at any time, and once changes are saved, they are immediately available in any live conversations.

Create multiple discussion guides within the same project

Each project can have multiple discussion guides, which is perfect for multi-language studies or studies with multiple respondent profiles needing different questions.

  1. On the Discussion Guide tab, click the Create New icon.
  2. Select one of the following options:
    • Duplicate Discussion Guide
    • Create New Discussion Guide
    The new discussion guide is created.
  3. Rename the discussion guide by clicking the Rename icon.
  4. Type the name and click Save Name.
  5. Update the discussion guide.
  6. Click Save.
  7. Optional: Switch to a different discussion guide in the same project by clicking the guide name.

Reuse an existing discussion guide

Import a discussion guide that was created for a different project.

  1. On the Discussion Guide tab, open the guide you want to edit.
  2. Click Import Guide.
    A list of discussion guides from other projects is shown.
  3. Select the guide you want to import from the list.
    The imported guide replaces the content of the open guide.
  4. Optional: To revert back to the previous version of the discussion guide, click Import Guide and select None.
    Note: If you saved the discussion guide after importing, you are not able to revert to the previous version.
  5. Optional: Update the discussion guide.
  6. Click Save.

Download the discussion guide questions

Export a copy of the questions from a discussion guide.

  1. On the Discussion Guide tab, open the guide you want to download.
  2. Click Download.
    The discussion questions are downloaded as a .docx file.
    Note: Downloading the discussion guide will not export responses to the questions, just the structure of the discussion guide itself.
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