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Schedule automated participant invitations for your Hub project

How to set up and schedule automated batches of invitations to participants

Last Updated:
January 8, 2025
Research Hub
Scheduling & Calendars

How do I manage quotas?

Tips to manage specific quotas for your research study

Last Updated:
January 3, 2025
Recruit
Research Hub
Scheduling & Calendars

Filter and navigate projects by status, access type, or project type

Learn what the different statuses and filter categories on the projects page mean, and how to group and filter your projects.

Last Updated:
November 8, 2024
No items found.

Set up a custom domain for emails

Sending emails from your custom domain.

Last Updated:
November 4, 2024
Emails & Messaging
For Admins

Manage participant invitations for your Hub project

Easily track and manage participant invites to ensure you’re inviting the right users from your panel

Last Updated:
October 31, 2024
Research Hub

Invite teammates to observe sessions

Share a page where collaborators can easily sign up to observe upcoming sessions

Last Updated:
October 29, 2024
No items found.

What types of studies can I run on User Interviews?

Study types and formats to fit all your research needs!

Last Updated:
October 18, 2024
No items found.

Maturity Map: How to Be Successful with Research Hub

A practical guide that any team can use to make the most out of Hub

Last Updated:
September 19, 2024
Research Hub
For Admins

Cancel or reschedule a confirmed participant

Learn more about our cancellation policy and how to reschedule and cancel confirmed research participants.

Last Updated:
September 12, 2024
Scheduling & Calendars

Enrich Panel: A Guide to Level 4 of Research Hub Maturity

Build a scaled, governed participant panel with Research Hub for streamlined research recruitment without extra oversight from research and

Last Updated:
September 11, 2024
Research Hub

Automate Research: A Guide to Level 1 of the Research Hub Maturity Map

How to achieve a fast, automated, and collaborative recruiting workflow with Research Hub

Last Updated:
August 15, 2024
Research Hub

The admin’s guide to setup & success with Research Hub

Admins must make important decisions regarding their research panel’s implementation, long-term strategy, and internal enablement.

Last Updated:
August 15, 2024
For Admins
Research Hub

Research Hub Implementation: A 60-Day Checklist

Getting started with Research Hub? Here are tips and timelines for implementing the panel management solution with efficiency and confidence

Last Updated:
August 15, 2024
Research Hub
For Admins

Manage email alerts and project notifications

While project owners must receive all project notifications, collaborators can manage what they receive.

Last Updated:
August 15, 2024
Emails & Messaging

Write effective preparation instructions for confirmed participants

Not sure what to include in your confirmation email for scheduled sessions? Here’s some inspiration.

Last Updated:
July 12, 2024
Emails & Messaging
Recruit
Research Hub

Add and manage collaborators on a project

Easily collaborate on research by giving team members and other stakeholders edit or view access to your project.

Last Updated:
July 10, 2024
Scheduling & Calendars
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