Open Enrollment

A common method for enrolling participants is by providing them with a QR code, 6-digit code, or unique project enrollment link. This approach is best when you wish to target participants for enrollment. So long as participants have a way to access this information, they will be able to find and enroll in your project. For additional enrollment methods, please review the enrollment overview.

Enabling Open Enrollment

By default, open enrollment is enabled. To review your project's enrollment settings:

1. From your project dashboard, select “Enrollment Survey” or click the "Enrollment Settings" tab.
2. On the Enrollment tab, navigate to the Open enrollment section.
3. If Allow Open Enrollment is selected, you’ll see the project's QR code, 6-digit code, as well as “Join URL,” all of which can be used by participants or yourself to enroll in the project.

Double-check the “Enable for Platforms” on your App Layout. You’ll want to be mindful of the platforms by which participants might wish to use the code or link. For example, a QR code isn’t terribly useful if your project will be web only, since most people scan QR codes using an iOS or Android device.

Enrolling by Code

Now that you’ve determined you’d like to enable open enrollment, you’ll want to share the enrollment information with participants. The Join URL, 6-digit code, and QR code can be copied either from the project homepage or within the Enrollment Settings.

The URL will bring users to a page where they’ll be prompted to create a MyDataHelps account or sign-in and then enroll in your project using your enrollment survey. Alternatively, they might download the MyDataHelps app from the Apple App Store or Google Play Store, and then select “Scan code” to either scan the QR code or manually enter the 6-digit code.

To access the QR code from the project homepage, click the code icon under "Share Open Enrollment Link."