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Upload and manage a CSV of participants for Hub

Easily build your research participant panel by importing a CSV file of existing contacts.

Last Updated:
October 3, 2025
Research Hub

Can I create a waitlist with backup participants?

Backup participants help to ensure that you reach your target number of participants.

Last Updated:
October 3, 2025
No items found.

What project settings can be edited once a project has launched?

Once a project has launched, some settings can only be edited by your project coordinator.

Last Updated:
October 3, 2025
No items found.

Create email template sets to manage participant communication

Add your own voice to our automated emails with custom email template sets.

Last Updated:
October 3, 2025
Emails & Messaging
For Admins

How can I target participants by their skills and seniority for my B2B study?

Find stronger professional matches from our panel using skills and seniority targeting.

Last Updated:
October 3, 2025
Recruit

How do I close a project once my study is over?

Once a study has concluded, researchers can easily signal to our team that their project is ready to close.

Last Updated:
October 3, 2025
Recruit
Research Hub

How do I pause, close, or cancel a project?

Whether your recruitment plans have changed, or you're all set, wrapping up a recruit is pretty straightforward.

Last Updated:
October 3, 2025
No items found.

How do I organize emails from User Interviews?

Last Updated:
October 3, 2025
Emails & Messaging

What is the participant's experience in a Recruit project?

The step-by-step of what your participants will experience when signing up for a Recruit project (with screenshots).

Last Updated:
October 3, 2025
Recruit

How do I label participants in my panel?

Segment your participant panel in Research Hub.

Last Updated:
October 3, 2025
Research Hub

Add a default logo to all pages your participants visit

Upload your company logo to Research Hub to create consistent branding for your team and enhance the participant experience.

Last Updated:
October 3, 2025
Research Hub
For Admins

How do I invite colleagues to join my team?

Manage your team and invite new faces to help with your research

Last Updated:
September 29, 2025
For Admins

How can participants propose alternate session times?

Let participants who can't find convenient times propose alternatives.

Last Updated:
September 25, 2025
Scheduling & Calendars

Curate Panel: A Guide to Level 3 of the Research Hub Maturity Map

Build and maintain a research panel of best-fit participants for faster, easier, iterative recruiting with Research Hub.

Last Updated:
September 10, 2025
Research Hub

Standardize Research: A Guide to Level 2 of the Research Hub Maturity Map

Achieve professional communication and consistent recruiting standards with Research Hub

Last Updated:
September 3, 2025
Research Hub

Establish SSO / SAML for your team

How to set up your SSO login

Last Updated:
September 3, 2025
For Admins

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