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Enrolling Participants
On this page you will find information about:
There are two ways to invite participants to enroll in your study.
Method 1: Email Invitation
  1. To invite a new participant by email, select the Invite Participant button at the top right of the page.
  2. Enter the email address of the participant you would like to invite. Your participant does not need to have an account on Inclivio to be invited to your study. They will create their account through the enrollment process.
  3. Once your participant has been invited, you will be given their unique enrollment link. This is the same link that is email directly to your participant, so you do not need to share this with them separately. To revoke your invitation, select Delete Invitation prior to your participant enrolling in the study. Your participant must create an account using the same email address in your invite.
Method 2: Self-enrollment
Self-enrollment allows you to post a public link to your study without requiring participants to be invited by a member of your research team. By default, self-enrollment is deactivated.
  1. Navigate to the Settings tab. At the bottom, toggle on Allow participants to self-enroll using the link below.
  2. Copy the link provided. This is the link your participant will use to self-enroll.
  3. By default, an unlimited number of participants can enroll in your study. To limit your sample size, toggle Limit sample size and select your desired maximum sample size. You can change this value at any time.
  4. Make sure to save your changes!
Autofill Participant Enrollment Information

During the enrollment process, participants will create their own 'Participant' account on Inclivio. During this process, they will be required to enter their first and last name, email address, phone number, and select a password:

You might already know some or all of this information, or need a participant to create an account with a specific email address (e.g., the same they reported during your baseline visit).

You can add some or all of this information by appending the following URL parameters to your enrollment link:

  • firstName
  • lastName
  • email
  • phoneNumber
  • dialCode
  • countryIsoCode

The dialCode parameter refers to the international dialing code associated with the participant's phone number. The countryIsoCode parameter refers to the standardized two-letter code that represents the country associated with the participant's phone number. To see a list of accepted values, please reference the information below:

To construct an enrollment link with these values, you will need to append your enrollment link with these values, starting with ? to indicate the beginning of these data, and using & to separate each key-value pair. For example, to include a participants firstName, lastName, and email, you will append your enrollment link as follows:

https://app.inclivio.com/enroll/Er1erSr7brs3HMmiN47A?firstName=John&lastName=Doe&email=JohnDoe@example.com

You do not need to include all data if you do not wish. Only the data that are appended to your enrollment link will be automatically entered into the participant's sign-up form.

Only one of dialCode or countryIsoCode needs to be included. If both are included, only countryIsoCode will be used. Phone numbers will only be automatically entered into the participant's form if either dialCode or countryIsoCode are also present in the data appended to your enrollment link.

You can use the form below to help contruct an auto-fill enrollment link for a participant:

You can also generate these fields dynamically, for example within a baseline visit survey, by piping in the relevant answers for each data point before redirecting the participant to enroll in your study on Inclivio. To generate a link for Qualtrics®, use the form below by inputting the question ID for each relevant field. Qualtrics® question IDs follow the format Q##.