The participant screen is where you'll spend most of your time once a study is live. Every applicant appears here, and it's where you manage the study through each stage: reviewing applicants, inviting, messaging, and tracking progress.
From this screen you can:
See each participant's eligibility score, preferred session times and status
Create saved filters to organise participants into specific participant lists
Message participants about upcoming or completed sessions
Manage the session slots for your study
View key recruitment stats and project progress
All participants view
This is the main view you land on. Each applicant has their own row containing everything study-related about them: demographic information, screener responses and status.
The columns, left to right:
Column | Description |
Shortlist heart | Click to add the participant to your shortlist. |
Participant name | Their full name. |
Shown if they've added it to their profile. | |
Status | Where they're at in your study. For example, Invited means you've invited them and they haven't accepted yet. |
Session actions | The actions available for their current status. |
Allocated session | The session time they're scheduled into. |
Eligible | Their eligibility score as a percentage. |
Applied | How long ago they applied. |
Gender, Age, Location | Demographic information. |
Screening questions | Every screener answer, marked with a tick or cross by its effect on eligibility. |
From time to time you might notice a new data available prompt in the bottom left. This makes sure we don't interrupt you while letting you know something may have changed in your view. See Study updates notification below for which changes trigger it.
Filters and segments
Filters narrow the participant list; you can save filter combinations so you can jump between them at any time. A saved filter can be as simple or as complex as you need, including filters on demographic or screener information, displaying or hiding table fields and sort order. See How to use saved filters.
You can also create segments with quota targets on unmoderated studies, surveys and AI moderated in the recruit step that will appear in the segments panel. Learn more about Creating audience segments with quota targets.
Calendar view
For session-based studies, click Calendar in the top right to open a full view of your session slots. Close it with the x in the top right to return to the participant list.
Messages
The Messages item sits next to Calendar in the top right. Every message sent to any participant in the study lives here, and each thread shows the participant's contact details in the top right. See How to message participants.
Study overview panel
Click the (i) icon next to Messages for at-a-glance stats: number of applications, your quota, how many applicants fit your eligibility criteria, and when recruitment will pause based on total eligible applicants.
Project progress summarises who's been booked in (completed, confirmed, invited), how many sessions remain to fill your quota, and how many days the study stays active.
Study settings
On studies using the older layout, a settings cog next to the study name (top left) opens key details: study name, participant numbers, device requirements, session length, audience settings, demographic filters and screener questions. Some settings can be edited after the study is live; others can't. Studies in the current experience show this setup under the Build and Recruit tabs instead.
Study updates notification
If new data arrives while you're working (new applicants, status changes by participants, or changes made by teammates), a refresh prompt appears in the bottom left rather than interrupting you with a forced reload. Update when you're ready.
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