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researcher Support
Participant Support

Launch & Manage Projects

Get answers to common questions about setting up recruiting projects, managing progress, and closing projects when they're done.

Manage projects with multiple phases

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Best practices for running multi-phase or multi-day studies with User Interviews

Last updated:
May 2, 2024
Recruit
Research Hub
Scheduling & Calendars

Add video screening to your project

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Prompt participants to record a video response during the screening process—the fastest insight into their experience on a topic.

Last updated:
April 26, 2024
Screener Surveys

Use grid (matrix) questions in your screener to combine multiple subtopics into a single question

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Create screener surveys faster with a question structure that easier for participants to complete

Last updated:
May 8, 2024
Research Hub
Recruit
Screener Surveys

Team scheduling: Coordinate and manage projects with multiple collaborators

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Set default session attendance and location to schedule & manage sessions with your team

Last updated:
March 29, 2024
Scheduling & Calendars
Research Hub
Recruit

Set automatic or manual scheduling for your projects

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Last updated:
April 11, 2024
Scheduling & Calendars

How can I edit incentives after launching a project?

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Modify the incentive amount for your entire project or for an individual participant, depending on your use case.

Last updated:
April 1, 2024
Incentives
Recruit
Research Hub

How can I access participant profiles and data while recruiting for my project?

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Find all the user data you need to make the right recruiting decisions in participant profiles.

Last updated:
April 11, 2024
Recruit

Track and manage participant progress for your unmoderated project

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Easily monitor the progress of your participants as they move through the stages of an unmoderated project.

Last updated:
April 10, 2024
Recruit
Research Hub

Best practices for setting up an unmoderated study in Research Hub

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Did you know you can run surveys & usability tests with User Interviews? Learn how to recruit & manage participants for unmoderated studies.

Last updated:
April 10, 2024
Research Hub

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

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

Last updated:
April 2, 2024
Recruit
Research Hub

What is “key criteria” and how is it used on the redesigned participant profile?

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We’ve redesigned the participant profile to surface your “key criteria” and support faster participant reviews. Read on for all the changes.

Last updated:
April 2, 2024
Recruit

How do I create custom filters for participants in my queue?

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Apply one or more custom filters to the participant queue to quickly seek out the participants you most want to talk to.

Last updated:
April 2, 2024
Recruit
Research Hub

Understand how match percentage is calculated

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Match percentages help you discern how qualified a participant might be for your study.

Last updated:
May 6, 2024
Research Hub
Recruit

Write an effective confirmation email

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

Last updated:
May 15, 2024
Emails & Messaging
Recruit
Research Hub

Choose from dozens of currencies and incentive types

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Pay your research participants in flexible currency options and incentive types.

Last updated:
May 8, 2024
Incentives

Use Document Signing to get your NDA or release form signed

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Our Document Signing Add-On streamlines signature collection for important documents like NDAs, release forms, and consent forms.

Last updated:
May 10, 2024
Document Signing

Create and share meeting links with participants

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Last updated:
April 11, 2024
Scheduling & Calendars

Run multiple 1:1 interviews at the same time

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Need to host more than one interview at the same time with different locations and moderators?

Last updated:
May 8, 2024
Scheduling & Calendars

How can participants propose alternate session times?

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

Last updated:
April 2, 2024
Scheduling & Calendars

Switch between manual and automatic participant review

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How (and why) to manually or automatically approve participants who apply to a project.

Last updated:
April 11, 2024
Recruit
Screener Surveys
Research Hub

How can I see who I invited to a project recruiting my own audience?

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Easy tips to manage and view who has been invited to a project.

Last updated:
April 2, 2024
Research Hub

How do I reuse past screener surveys in new projects?

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When launching a new project, copy the screener from your team's past projects.

Last updated:
April 2, 2024
Screener Surveys

How do I flag potential participants before I approve them?

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Rate potential participants before you make a final decision to invite or reject their application to a project.

Last updated:
April 2, 2024
Screener Surveys

Comment and collaborate with teammates on drafts

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Want your teammate to review your recruitment project before it goes live? Here's how you can share and comment on draft projects.

Last updated:
April 30, 2024
Recruit
Research Hub

Present your data consent notice to Hub participants

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Prompt participants to accept your data consent notice when joining your panel or applying to a project.

Last updated:
April 8, 2024
Research Hub

What is the minimum scheduling notice and how can I change it?

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Adjust the time frame for participants to confirm their spot before a session.

Last updated:
April 4, 2024
Scheduling & Calendars

Invite past participants from former studies to current studies

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Inviting past qualified, approved, and completed participants to future sessions.

Last updated:
April 11, 2024
Recruit

How can I edit my screener survey?

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Editing your screener survey is easy! Here are some best practices to do so.

Last updated:
April 2, 2024
Screener Surveys

What are some best practices for using skip logic?

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Skip logic best practices & good-to-knows!

Last updated:
April 2, 2024
Screener Surveys

Can I create a waitlist with backup participants?

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

Last updated:
April 10, 2024
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What should I do if a participant is late?

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Handling participants who arrive late to sessions is up to the researcher's discretion.

Last updated:
April 2, 2024
Scheduling & Calendars

How soon after launching a project can I book my first session?

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Last updated:
April 2, 2024
Scheduling & Calendars

How many questions can I or should have on a screener survey?

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The perks of keeping your screener short-er.

Last updated:
April 2, 2024
Screener Surveys

Export participant data from a project

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Download the screener, demographic, and other data of participants you’ve recruited for easier review and management.

Last updated:
May 7, 2024
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Can I contact participants after my study has ended?

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Getting in touch with participants once a study has been close.

Last updated:
April 2, 2024
Emails & Messaging

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

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

Last updated:
April 2, 2024
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Extend your study

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How to extend a study beyond the originally scheduled timeline.

Last updated:
April 30, 2024
Scheduling & Calendars

Duplicate projects or create project templates

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How to make a copy of a project or create a project template for your team.

Last updated:
May 3, 2024
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Set your availability and manage your research calendar

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Adding and editing sessions on your project calendar.

Last updated:
April 2, 2024
Scheduling & Calendars

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

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

Last updated:
April 2, 2024
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Replace a no-show

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If a participant didn’t show up to your confirmed session, here’s what to do.

Last updated:
May 8, 2024
Recruit
Scheduling & Calendars

I launched my project. Now what?

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Last updated:
April 2, 2024
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How do I set up and preview skip logic?

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Last updated:
April 2, 2024
Screener Surveys

How does the messages tool work?

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Easily get in touch with participants one-by-one or as a group.

Last updated:
April 2, 2024
Emails & Messaging

What is Double Screening?

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Contact screener-qualified participants by email or phone, or review video responses to a custom prompt before approving them for your study

Last updated:
April 15, 2024
Screener Surveys

Distribute incentives to participants automatically or manually

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Automate incentives, or distribute them yourself.

Last updated:
May 10, 2024
Incentives

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

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

Last updated:
May 10, 2024
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How do I recruit participants from specific locations for a remote study?

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Target candidates from cities, states, and countries.

Last updated:
April 2, 2024
Recruit

Add and manage collaborators to a project

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

Last updated:
May 6, 2024
Scheduling & Calendars

What are best practices for building a screener survey?

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Screener surveys are key to a successful user research study. Get the most from your screener survey using these tips and best practices.

Last updated:
April 2, 2024
Screener Surveys

Approve qualified candidates for your study

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How to approve and invite qualified candidates for participation in your research study.

Last updated:
May 10, 2024
Recruit
Research Hub
Scheduling & Calendars

Send participants documents such as NDAs or release forms

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Automatically distribute documents (like NDAs or consent forms) to research participants, or send and collect signatures manually.

Last updated:
May 10, 2024
Document Signing

View or edit the requested participant number

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Recruit your ideal sample size for research by requesting a specific number of participants from User Interviews.

Last updated:
May 8, 2024
Recruit

Cancel or reschedule a confirmed participant

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

Last updated:
April 11, 2024
Scheduling & Calendars
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