Requests in Vouch are designed to allow users to collect video responses from one or more people in an asynchronous manner.

Creating your first Request

To create a Request, either click on the Create New (+) button in the Vouch header or click on the Requests tab and select Create New Request.

From here you will be presented with a modal where you can name your Request.

Questions

The first step in the Request creation process is adding your questions. Vouch offers three ways to add question:

• Add from Templates
• Add using AI
• Create your own question

Add using AI

Vouch offers the ability of all customers generate questions for their request using Ask Vouch. To leverage Ask Vouch to create questions in your request, simply click on the Add using AI button next to the question.

Upon clicking on the Add using AI button, this will load the Ask Vouch modal, where you can simply type in some prompts and have Ask Vouch provide some suggested questions back to you.

From the questions provided, simply select the ones you would like to add to your request and click Add questions. (Note: You can edit all AI generated questions after adding them to your request).

Once added, you can choose to either add more questions to your request, edit the existing questions or click Save & next to proceed.

Add from Templates

Vouch offers a comprehensive library of pre-made question templates covering all areas of the employee lifecycle, which you can choose to add to your request. To access these questions, simply click on the Add from templates button next to the question.

This will load up the template library modal, where you can find a range of commonly asked questions broken into different employee lifecycle categories. To add one or more questions, simply click on the checkbox next to the question and hit Add questions.

Once added, you can choose to either add more questions to your request, edit the existing questions or click Save & next to proceed.

Create your own question

To add your own question can click + Add another question button.

This will load up the Question Creator modal. Now the best way to collect great content is to ask the right questions. It is important to invest time in creating the right questions for your customers and audience.

In this example we’re going to create a Request with three questions and focus on asking an employee about their team. We find that Requests with three to five questions work best.

As you add the questions, there are a series of Question Configuration options available by clicking on the Show advanced settings button. These additional configuration options allow you to control the type of response you receive back.

For the demo, we will just use the standard options, and add the following three questions:

• What are 3 words you’d use to describe your team?
• What would you never want to change about your team?
• What does success look like in your team?

Once added, you can choose to either add more questions to your request, edit the existing questions or click Save & next to proceed.

Recorder look & feel

Now that you have added your questions, you can start to customise the look and feel of your request. Options to customise include:

• Adding a cover video and/or cover message
• Defining your recorder settings
• Customising the contact form
• Defining language settings
• Overwriting the brand

By default when you create a Request, it will inherit any global settings you have already set in your space. To move between the different sections, simply click on the tabs at the top. Once you are happy with the setup of your request, you can hit Save & next to progress.

Set live & share

The final step in the process is to set it live and share your request. Vouch offers two ways to share a request, these are:

• Invite specific contacts
• Make the Request publicly accessible

Users can pick one or both options to help distribute their Request. Listed below are the steps you can take to enable both options.

Invite specific contacts

Invite specific contacts is designed for when you wish to share a request with a limited number of people and wish to track their engagement with the request.

To get started, click on the Invite Contacts button. This will load the invite individual contacts modal. Here you can add the individuals you want to take part in the request. As you type in their email addresses, you will be presented with the option to create a new contact or add an existing.

As you will not have any existing contacts, click to add new contact. This will give you a list of fields which you can populate to build the Contact’s profile.

Once you have added at least one contact, you have two additional options available:

• Send email request
• Schedule automatic reminders

For send email request, Vouch will send a Vouch branded email to the respective contacts. For schedule automatic reminders, Vouch will send reminder emails to the respective contacts every two days until they complete the request.

To proceed, press invite contacts. You will next be asked if you are ready to set the request live. If you are, click on the set live button.

Once set live, you contacts will be emailed the request (if you have enabled this option) or you can collect their individual request links to distribute.

Make request publicly accessible

Enabling public access gives you flexibility around how you wish to distribute your Vouch request. Clicking this option creates a URL that is the same for all responders so you can decide the best way to reach your target audience.

To enable Public Access, simply toggle option on. From here you can now click on the set live button to set your request live.

Live request

Once enabled, you will be presented with the link to the recorder for the request, as well as a list of sharing options.

Some of the sharing options include:

• Embedding the Request
• Generate a QR Code

There are also options to post to social media or you can take the request URL and use through marketing platforms or websites. The following guide outlines how to use requests within email marketing platforms.

Pause and Edit

You can pause the request at any time to stop responses. You can also edit or add questions if you want to make changes after sharing the link. To pause a Request simply click on the overflow menu and click on Pause.

A paused request can be set live again at any time. Simply go to the Overview tab and turning back on Public Access.