Enrolling Participants

Ways to Invite Participants

There are two ways to invite participants to enroll in your study.

Method 1: Email Invitation

1. To invite a new participant by email, click the Invite your first participant link.

   

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. The countryIsoCode refers to the standardized two-letter code. To see a list of accepted values, please reference the information below:

To construct an enrollment link with these values, append your enrollment link starting with ? and using & to separate each key-value pair. For example, to include a participant's firstName, lastName, email, and US-based phone number, you will append your enrollment link as follows: