May 23 - 🧑 View participant data and project history directly in Hub workspace profiles

Hub researchers can now see full participant profiles directly within their project when reviewing applications for a study

We’ve brought participant data into Hub workspace profiles! This update features a new Participant Data tab where researchers can easily access participant information, no more searching in the Hub panel required. You can now see participant data—all of their attributes and project history—directly in your projects for full context when reviewing applications for a study.

The Participant Data tab shows a summary of a participant’s activity, custom and general information, as well as their project history with your team. Each entry in the project history list can be expanded to see the participant’s session and screener details. This is just the start of some exciting improvements to Hub participant profiles—stay tuned for larger updates coming soon!

May 2 - ⚙️ Our Zapier integration is live! Send data from Salesforce, Hubspot, Google Sheets, and 5000+ more apps into UI—no code needed

Use Zapier to automatically add, update, or delete participant records in Hub. Apply to join our beta program today

Researchers can now use Zapier’s workflow automations to send data from over 5,000 tools to Research Hub. The best part? No code necessary. Connect your favorite CRM and productivity tools to automatically add, update, or delete participant records in Hub. Our Zapier integration is a great option for teams who are looking to move fast and already use Zapier in their organization, and who may not have the technical resources to build a custom integration with our Hub API.

The Zapier integration is available to teams on Custom, Premium, and Enterprise Hub subscriptions. Learn more about the integration and apply to join the program!

Looking for other ways to build with the API? You can build custom integrations on top of our platform, or else use Census to connect your data warehouse to Hub.

March 29 - 🔖 Create project templates to accelerate the work of your team

Mark projects as templates so that they’re easily discoverable and reusable by your team. Project templates help your team quickly get started with new research projects.

Templates make it easy to surface projects that have already been configured with your team’s preferred settings, and can serve as a useful starting point for newer users. Instead of repeating workflows, your entire team can leverage project templates and get up and running faster.

You can create as many templates as you need to meet the needs of all the different kinds of studies your team regularly runs.

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Get started with templates from the project dashboard:

• To flag an existing project as a template, click “Mark as template” and the project will be added to the new “Team templates” section located at the top of your dashboard. 

• To use a template, click the “Use template” button and the project will be duplicated—rename it to your own project title, make any adjustments necessary, and you’re well on your way to launching your study.

Who can use templates?

• Org admins and team admins have the ability to mark and unmark projects as templates, so that they can manage and maintain relevant templates for their teams.
• Researcher roles can use any template, but cannot mark or unmark projects as templates.
• Teammates cannot view templates (because they cannot create new projects), but they can view projects that have been crated from templates.

If your team is not using roles, any user can mark and unmark projects as a template. Learn more about setting up roles in our support guide.

March 20 - ⚡ Manage large scale unmoderated studies with bulk actions & project snapshots

Unmoderated projects just got a whole lot easier to manage with a suite of new features for managing large cohorts of participants.

First, we reorganized your participant tracking dashboard into a funnel view so you can see participants by their status (approved, started, submitted, completed, removed).

Then, we added bulk actions, so you can message whole cohorts of participants, mark their tasks complete, and pay out incentives en masse. 

Next, stay tuned for visual project snapshots (dropping next week!). Designed as a progress bar, the snapshot shows how many responses you’ve collected so far so you can quickly understand the health of your project. You can then edit the task deadline and target number of participants directly from this page.

Taken together, these three updates make progress tracking simple—even for usability tests with hundreds of participants, or surveys with thousands of respondents.

March 14 - 🎉 Announcement: the Research Hub API is officially in beta! Apply to join our beta program today

Build integrations on top of our platform, connect to your tools of choice, then sit back and watch as your panel data gets automatically refreshed in real-time.

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:

• Automatically add new users to your Hub panel: Auto-populate your panel as new users enter your system—no more manual csv uploads necessary
• Enrich participant profiles with the latest information: Keep participant records up-to-date by connecting custom fields to live data sources
• Scrub inactive participant records to stay compliant: Automatically remove inactive users from your panel, sync unsubscribes, and stay compliant with GDPR and data privacy regulations

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!

March 6 - 📅 The rescheduling flow just got a lot easier. Spend less time on coordination and more time on research

Reschedule participants directly in your workflow, or enable participants to reschedule their own sessions—no researcher action required!

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.

February 22 - 🔢 Understand team activity and project status at a glance with new dashboard filters

Easily find and monitor projects with project counts and status filters.

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 view your projects by status (All, Drafts, Active, Pending close, and Completed) as well as view the number of projects in each.

Click the "Filters" button for additional options. Filter the dashboard to show projects by access type (My projects, Shared with me, Team projects), or by product type (Hub or Recruit).

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.

January 31 - 🥧 Introducing segments for your Hub panel! Empower everyone on your team to quickly target and retarget groups of participants for research studies

Easily save and reuse custom groups of participants for fast and targeted recruiting.

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.

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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:

• Apply filters and create a segment using the “Save segment” button
• Add a segment directly from the panel to the left of the Hub table

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:

• Creating segments based on customer personas or key characteristics—such as grouping by new users, monthly users, and power users of a product, or dog owners and cat owners.
• Creating segments for teams in an organization to use—someone on a Research Operations team managing a large Hub panel may want to guide recruitment by creating segments customized for specific researchers or research teams.
• Creating segments for quick access to “standard” segments—a researcher may often want to start with default “active users” of a product, and refine their segment from there.

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.

January 19 - 🏃 Improved performance for large scale unmoderated projects

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.

January 10 - 🧑 Team admins can now deactivate and reactivate team members

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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Learn more about our research recruitment products