Key Concepts

Whether you're recruiting with an email, an online link, or in-person, you'll want to make sure you enable the right enrollment settings to allow participants to join your project.

Automate study actions, such as survey and notification delivery, with your project’s schedules. You'll define the criteria (e.g., “On Enrollment” or “no Fitbit data collected within 2 days”) that must be met before your actions occur and you can even set up actions to occur on a repeated basis, such as daily.

Store key participant data as demographic or custom fields, such as first name, smoking status, or a surgery date. These fields can be used for survey navigation, schedule criteria, or dynamically displayed in a notification or survey.

Customize the participant experience to create an engaging app experience. Use the View Builder to create project-specific views and determine which tabs you want within the App Layout settings.

Determine your data export files and frequency within Export Settings. Use the Export Explorer, or an external connection, to query your export database.

We recommend creating a dry run (test) project to have in parallel to your production (live) project. This allows you to test changes in your dry run project before rolling them out to participants in your production project. When your production project is ready for prime-time, you’ll want to move it out of Development mode into Production mode.

Monitor your participants by creating criteria-based lists of your participants, such as participants who are within 1 week of surgery or participants who are in the experimental arm. Customize your columns and even display buttons to quickly launch coordinator surveys.