Diary study onboarding flow for first time participants (profile required)
When recruiting from your own pool of participants, you have several options for how to get those participants on to Dscout. In this article, we’ll be outlining how to onboard participants via Private Screener, but you can see links to other onboarding flows below:
When building your diary study, you have the option of toggling on Scout Profile Required under the study’s Specs and Details. This flow will outline the steps external participants will take if that toggle is ON. If you're hoping to see the flow that outlines the steps external participants will take if that toggle is OFF, please check that article out here.
Once you have set up your study, manually added your Participants [first name, last name, email address], and launched the study, your participants will go through the following steps to get onboarded on to the Dscout platform:
Participants will receive an email notification from participate@dscout.com that they’ve been invited to a Dscout study
Once Participants select Claim Your Spot they will be prompted to create a dscout account
Participants will then need to read and agree to the Scout Terms and Conditions & Privacy Policy
See a copy of the Scout Terms and Conditions & Privacy Policy here.
Participants will then arrive at a webpage that will give them information about the study
Once Participants select Accept mission they will be prompted to complete their profile and fill in the required profile demographics
After Participants complete their profile they will be prompted to review the participation requirements and instructed to download the dscout app
Once Participants have downloaded the app and logged in with their dscout credentials, they will see the study under In Progress in the dscout app
Diary study Onboarding Flow for Desktop Activities Studies
When external participants are onboarded to a diary study with desktop activities, they will follow the same flows as above, but will be prompted to install the Dscout browser extension. They will NOT be required to download the Dscout mobile app if your study only contains desktop activities.
After receiving the link, creating a Dscout account, and agreeing to Dscout’s Terms and Conditions, participants will then arrive at a webpage that will give them information about the study
If participants access the invite on their mobile device, they will see the option to email a Magic Link to themselves so that they may access the study via desktop