> For the complete documentation index, see [llms.txt](https://help.dscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dscout.com/diary-studies/manage-a-diary-study/invite-participants-to-a-diary-study.md). # 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. {% hint style="info" %} **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](/recruit-participants/what-are-dscout-screeners/add-participants-from-a-screener-to-a-study.md). {% endhint %} Invites work a little differently for draft and launched studies. Select the status of your study below for proper guidance: {% tabs %} {% tab title="Draft study" %} **To add participants to a draft diary study:** {% stepper %} {% step %} Navigate to the **Setup** tab of your study. Then, select **Participants**.
{% endstep %} {% step %} Under **Invite participants**, click **Add participants**. An invite modal is displayed.
{% endstep %} {% step %} 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.
{% endstep %} {% step %} 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`.
{% endstep %} {% step %} Click **Select participants**. {% endstep %} {% endstepper %} 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.
{% hint style="info" %} **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. {% endhint %} 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. {% hint style="success" %} **Tip:** You can add additional participants while your study is launched. For more information, click the [**Launched study**](#launched-study) tab at the top of this page. {% endhint %} {% endtab %} {% tab title="Launched study" %} **To add participants to a launched diary study:** {% stepper %} {% step %} Navigate to the **Setup** tab of your study. Then, select **Participants**.
{% endstep %} {% step %} Under **Invite participants**, click **Add participants**. An invite modal is displayed.
{% endstep %} {% step %} 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.
{% endstep %} {% step %} 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`.
{% endstep %} {% step %} Click **Select participants**. Your study's invite message is displayed.
{% endstep %} {% step %} Confirm or edit the invite message. Then, click **Send invites**.
{% hint style="info" %} **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. {% endhint %} {% endstep %} {% endstepper %} 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. {% endtab %} {% endtabs %} ### 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](https://examplelink.com/) 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**](#launched-study) in the section above. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.dscout.com/diary-studies/manage-a-diary-study/invite-participants-to-a-diary-study.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.