Help & Support

How does the messages tool work?

written by
Courtney Webster
Last updated:
April 19, 2023

Our messages tool gives you a simple line of communication with participants. Message alerts are sent to participants via text and email, encouraging them to log into their account and view their conversation with you.  

What happens when a participant messages me?

When a participant sends a message, you'll receive an email alert. To respond, click the linked "Here" in the email. (Do not reply directly to the email!) You'll be directed to the "Messages" section of your project, where you can view messages and reply.

How do I use the messages tool?

Click "Messages" the lefthand menu of a project to message confirmed participants. (If you'd like to message participants before they're confirmed, check out Double Screening.)

To message a participant, click their name. All messages that you send will be stored in this tool. When a participant responds, their name will move to the top of the list with an updated timestamp. To check for new messages, click the participant's name or refresh the page.

Bulk Messaging

You may need to message multiple participants at once. For example: 

  • Send a link to all confirmed participants, or provide extra instructions.
  • Update participants who completed a session about about their incentive payment.
  • Message participants who you rated highly, letting them know you'll be running similar research in the future.

You can access bulk messaging in two places.

In the Messages section, click the "Bulk message" button at the top of the inbox:

You can also send bulk messages from the Participants section:

In either case, a dialog box will appear. Filter participants by status and/or rating, then type your message!

How can I message unqualified participants? 

For projects with Double Screening, you can also message unqualified participants. This can be useful for following up with applicants who didn't quite pass your screener but might still be a fit for your study.

To message unqualified participants, head to the Participants section and click on an individual participant. Once inside the profile, click "Message participant".

Please note that once your project has been closed, you'll no longer be able to message participants.

How do I manage message email alerts?

Each collaborator on a project will be able to subscribe or unsubscribe from that project's email alerts, including alerts about participant messages. To ensure you're receiving messages alerts, make sure you're subscribed to project emails.

To do so, click the ellipsis and choose "Notifications' from the dropdown. 🔔 means you're subscribed, while 🔕 means you're unsubscribed. Click the Notifications button to alternate the actions.

If you are not receiving project emails but your bell icon is turned on, email for assistance.

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