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Invite participants to a diary study

You can add participants to a diary study before and after it's launched (as long as it's still open!). When adding participants, you can do so from a Dscout screener, from a previous Dscout study, or manually using participant names and email addresses.

Note: This article shows how to invite participants from within your study. You can also add participants to your study directly within a screener. For more information, see Add participants from a screener to a study.

Invites work a little differently for draft and launched studies. Select the status of your study below for proper guidance:

To add participants to a draft diary study:

1

Navigate to the Setup tab of your study. Then, select Participants.

2

Under Invite participants, click Add participants. An invite modal is displayed.

3

Select from the following options, depending on how you've recruited your participants:

  • From project screener: You've used a standalone Dscout screener in this project to find participants, and now you're ready to add them to this study.

  • From previous study: You've found participants in another Dscout study in this project you now want to invite to this study.

  • Manual: You have names and email addresses for participants you've found outside of Dscout.

4

Select or enter the participants you want to invite, following the guidance for your recruitment source:

(From project screener) Select a screener. Then, select an application rating. All participants with that assigned rating will be invited when this process is complete.

(From previous study) Select a study. Then, select which participants to invite from the drop-down (all participants, only participants who were previously paid, or only participants who submitted an entry).

(Manual) Enter your participants' details in the text box in the format First name, Last name, Email address. Or, upload a CSV file with your participants' details in three columns labeled first name, last name, and email.

5

Click Select participants.

Now, your selected participants are listed on your study's Participants page. When you launch your study, all participants listed here will automatically be invited.

Note: You can update your study's invite message up until you launch. Once your study is launched, you'll be able to edit the message with each new group of participants you add.

If you want to add more participants, repeat the steps above. Or, if you change your mind and want to remove a participant from your list, click the X beside the participant to remove them from your study.

Tip: You can add additional participants while your study is launched. For more information, click the Launched study tab at the top of this page.

To add participants to a launched diary study:

1

Navigate to the Setup tab of your study. Then, select Participants.

2

Under Invite participants, click Add participants. An invite modal is displayed.

3

Select from the following options, depending on how you've recruited your participants:

  • From project screener: You've used a standalone Dscout screener to find participants, and now you're ready to add them to this study.

  • From previous study: You've found participants in another Dscout study you now want to invite to this one.

  • Manual: You have names and email addresses for participants you've found outside of Dscout.

4

Select or enter the participants you want to invite, following the guidance for your recruitment source:

(From project screener) Select a screener. Then, select an application rating. All participants with that assigned rating will be invited when this process is complete.

(From previous study) Select a study. Then, select which participants to invite from the drop-down (all participants, only participants who were previously paid, or only participants who submitted an entry).

(Manual) Enter your participants' details in the text box in the format First name, Last name, Email address. Or, upload a CSV file with your participants' details in three columns labeled first name, last name, and email.

5

Click Select participants. Your study's invite message is displayed.

6

Confirm or edit the invite message. Then, click Send invites.

Note: If you're conducting your study in another language, remember to enter your invite message in the language you want to use with participants. If you have data translation enabled, you'll be prompted to enter both the English and translated versions of your invite message.

Invitations to take part in your study are sent to your selected participants immediately. If you want to add more participants from other screeners or studies, repeat the steps above for each.

Edit invite message

For drafted studies, you can edit the invite message at any time on the Participants page:

You can format your text in the following ways:

  • *bold* = bold

  • _italic_ = italic

  • <https://examplelink.com> = https://examplelink.com

  • [Sample link](https://examplelink.com) = Sample link

Click the invite message to edit it. Then, click Done to save it. This message is sent to participants added to your study prior to launch.

For launched studies, you'll customize the invite message during the invite process. For more information, see Launched study in the section above.