Send an intake form before the session

Ask participants a few questions up front, so you can tailor the session to who is coming.

Steps

Open your session and go to the Actions tab.
Under Pre-Session, click Open on the Intake form card.
Four questions are ready: their role, their biggest challenge on the topic, how familiar they are with it, and what they hope to walk away with.
Change a question or click Add question: short or long text, a rating from 1 to 5, a score from 0 to 10, or a single choice. Click Save to keep your changes.
Copy the link under Share link and send it to your participants, for example in your invitation email.
Answers appear in the same window under Responses. Click View all responses to read every answer, and Export CSV to download them.

Tip: Participants don't need an account, and their name is optional. The form costs no credits.

Still stuck? In the app, click Help at the top of the page and send us your question, or write to mail@metodic.io.