Managing Participants
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Managing Participants
The participant viewer provides a central dashboard where you can manage participants, perform ...
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Viewing and Editing Participant Information
In addition to acquiring raw survey data, you may wish to view more detailed information about ...
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Viewing Participant Devices and Linked Accounts
The Participants screen allows you to view information about a participant's devices and any ex...
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Filtering With Participant Segments
Segments help you organize your project's participants into meaningful groups, such as “Partici...
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Filter Criteria Types
Filter criteria allow you to further define which participants should belong in a specific segm...
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Segments Best Practices & Examples
Segments are a powerful tool that allows you to track participant milestones and drive actions....
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Update Existing Participant Data
While managing your project, you'll likely need to update participant information. There are a ...
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Setting Up Coordinator Notifications
There may be instances where a study team or coordinator would like to be alerted, either via e...
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Defining End of Project for Participants
When your project comes to an end, or an individual participant has completed the project, you ...
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Excluding and Removing Participants
Sometimes you may have participants who leave your project, or test accounts that you don't wan...
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Participant Withdrawal
If a participant requests to withdraw from your project, you can accomplish this with the follo...
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Managing Analog Participants
There may be instances where participants do not wish to enroll through the MyDataHelps applica...