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'll be able to:
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.
Column Type | Description |
Shortlist heart icon | Clicking the shortlist heart will add the participant to a shortlist. |
Participant name | The Participant's full name. |
The Participant's LinkedIn if they have added it to their profile. | |
Status | The Participant's status in relation to the project, i.e. if you have invited a participant to a session but they haven't accepted the invite, it will show as invited. |
Session actions | Actions you can take depending on the session status i.e. if the session is due to start soon we will highlight that session in the list and allow you to join in one click. |
Allocated session | The session time (based on the calendar slot) that the Participant is scheduled in for. |
Eligible | The eligibility score represented as a percentage. Read more on how this is calculated here. |
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Applied | The time that has passed since the Participant applied for the opportunity. |
Gender | The gender that is listed on the Participant's demographic information. |
Age | The age that is listed on the Participant's demographic information. |
Location | The location that is listed on the Participant's demographic information. |
Screening questions | After the voice sample column, all screening questions are displayed. You'll notice each Participant's response is marked with a tick or a cross depending on how the answer impacts eligibility. |
☝️Quick Tip
From time to time you might notice in the bottom left hand corner a new data available prompt. This is to make sure we don't interrupt you, but you know something may have changed in your view. Jump down further to understand which updates will trigger the notification.
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
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.
Still got questions? It's the sign of a good researcher. Reach us via live chat and we'll be ready to help.