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
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
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
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
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
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
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
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
How do I label participants in my panel?
Segment your participant panel in Research Hub.
Last Updated:
October 3, 2025
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
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
How can participants propose alternate session times?
Let participants who can't find convenient times propose alternatives.
Last Updated:
September 25, 2025
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
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
Establish SSO / SAML for your team
How to set up your SSO login
Last Updated:
September 3, 2025