You are currently viewing Learn how to use the CATI starter kit to shift to telephone interviewing

Note: The live webinar has already occurred. You can watch the video recording here.

As the ability to collect data in-person becomes more restricted due to the COVID-19 pandemic, practitioners are exploring alternative methods, with many exploring a shift to telephone interviewing (CATI). There are many considerations when transitioning instruments, workflows, and other technical investments. In efforts to better support this shift, we’ve developed a CATI starter kit to guide users on how to use SurveyCTO for CATI applications on mobile and web forms.

Join us in our next webinar on April 29, 2020 at 1 PM UTC / 9 AM ET to learn how to transition your projects from in-person to telephone interviewing using the CATI starter kit

A member of our expert support team will lead a 20-minute presentation and then open the discussion to any of your questions. If you miss the live webinar, you can watch the recording that we’ll post in our video library

Watch the recording

What you’ll learn

In this webinar, we’ll walk you through the CATI starter kit, which offers the most automated and scalable approach to using SurveyCTO as a phone surveying solution, or a starting point to adapt to your needs. The starter kit features a full working sample with the following components: 

  • Workflow incorporating case management, publishing form data into server datasets, and pre-loading to organize the process of attempting to contact respondents and interview them, while automatically discontinuing contact attempts when appropriate. 
  • Sample form and records to populate the cases dataset.
  • “Phone-call-dialer” field plug-in that launches the phone dialer application on devices and populates it with a phone number, ready to be called by the user. This is part of the recently released support for field plug-ins that you can use to fully customize how questions in your forms operate and appear.

We’ll also discuss best practices and answer any questions you may have about your own projects.

How to attend

The webinar will be held on April 29, 2020 at 1 PM UTC / 9 AM ET. Register now to attend! We’ll also post video recordings of all the webinars in our video library and share them on our Facebook, Twitter, and LinkedIn pages. 

You can also check out the video recording of our last webinar on how to set up server dataset workflows. If you’re a SurveyCTO user and need help now, our support team is available 24×7. Go to the Support Center and click on the link to “Submit a support request.” No question is too small.

Not a user? Sign up today for a free trial today!

Chris Robert


Chris is the founder of SurveyCTO. He now serves as Director and Founder Emeritus, supporting Dobility in a variety of part-time capacities. Over the course of Dobility’s first 10 years, he held several positions, including CEO, CTO, and Head of Product.

Before founding Dobility, he was involved in a long-term project to evaluate the impacts of microfinance in South India; developed online curriculum for a program to promote the use of evidence in policy-making in Pakistan and India; and taught statistics and policy analysis at the Harvard Kennedy School. Before that, he co-founded and helped grow an internet technology consultancy and led technology efforts for the top provider of software and hardware for multi-user bulletin board systems (the online systems most prominent before the Internet).