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March 14, 2023
Latest release 3/14 - 🎉 Announcement: the Research Hub API is officially in beta!
We know many of you have followed along since the early days of the alpha, and are thrilled to announce that the Research Hub API is officially in beta! We’re excited for more of you to start connecting your tools and data sources, so you can benefit from fresh user data being automatically piped into Hub.
Whether your company stores user data in CRMs, data warehouses, or analytics tools (or likely, all of the above), you can now easily tap into those sources for all of your research recruitment needs:
There are multiple ways to build with the API, depending on your team’s data infrastructure and resourcing. Build custom integrations on top of our platform, or else use Census (and soon Zapier!) to connect your data warehouse to Hub.
The beta program is open to teams on a Hub Enterprise, Premium, or Custom plan. Learn more about the Hub API and apply to join the program!
We’ve made some major improvements to the rescheduling flow to save you time when it comes to coordinating participant schedules. Participants who were marked as “Did not show” for a study can now be rescheduled directly by the researcher—no need to route through our Operations team. To reschedule a participant, navigate to your “Confirmed sessions” page. When you click “Reschedule”, you’ll see time slot options to reschedule the participant, or an option to unschedule the participant and notify them to pick a new time.
And some more good news: researchers can now allow participants to reschedule their own sessions. You can find this option in the Project Builder under the “Scheduling” section. If enabled, participants will be able to reschedule to a new time slot on their own, releasing their original time slot for someone else to sign up—all with no action needed from the researcher. Rescheduled sessions will respect your minimum rescheduling notice and you can disable participant rescheduling at any time, offering maximum flexibility for whatever your study needs.
Look out for an exciting update to your project dashboard—to help bring greater visibility into a team’s overall research activity, we’ve added project counts and status filters! Across the top of the dashboard, you can now filter your projects by status (All, Drafts, Active, Pending close, and Completed) as well as view the number of projects in each.
These updates are available for all users, but we know this especially important for admins, who may be managing a high volume of projects for their team. The improved visibility will help admins get a quick insight into what work is happening so they can focus on projects where their support is most helpful—for example, active projects, or those from a particular researcher.
Segments have arrived to your Hub panel! Quickly pinpoint the right users for your research, and easily retarget them for future studies. Set up is easy—use filters to narrow in on participants who meet your study criteria, save that custom group as a segment, and now it can be reused by you or any member of your team.
Previously known as “saved filters,” segments are simply custom groups of participants in your Hub panel. Don’t worry, your saved filters haven’t gone anywhere—all of your saved filter data has been ported over and now appears as segments in the left panel.
There are two ways to create a segment:
Segments can be renamed, edited, duplicated, and/or deleted at any time, easily adjusted when your targeting needs change. For example, if you set up a new opt-in method, launch a new project, or simply want to widen your scope. They are also dynamic, meaning they will automatically add or remove participants based on your filter criteria and any changes in participant data. Visit our support page for more details.
Segments can be used in a variety of ways, but some popular use cases include:
Segments are available on all Hub plans, to Team Admin and Researcher roles (the Teammate role cannot view the Hub panel). They exist at the team level and are viewable by everyone on the team.
Some behind the scenes work for us this quarter was focused on improving the experience for researchers running larger scale unmoderated projects. We’re happy to report speedier performance on two major pages in this workflow—up to a 40% reduction in load times for the Participant workspace page, and 90% reduction for the Messaging page.
Team admins now have the ability to deactivate and reactivate team members on the Team Members page. In scenarios where people have left a team, admins can now deactivate those users so they can no longer login and access team data. Or, in cases where users rejoined a team or were accidentally deactivated, admins have the ability to reactivate them.
This feature is available to admins in any team using roles—learn more about our Team Admin, Researcher, and Teammate roles in our support guide.
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