Add participants to an interview study

Invitations to your study are sent automatically when you launch. But first, you’ll need to add the participants you want to invite. You have several options for adding participants to an interview study, so refer to the sections below for more information on each.

Add from Dscout screener

If you’ve found participants using a Dscout screener, you can add them directly to your interview study. You can do so either from the screener itself or from within your interview study.

To add participants from within your interview study:

1. Navigate to the Setup tab of your study. Then, select Participants.
   
   
2. Under Invite scouts, click Add scouts. The add participants modal is displayed.
   
   
3. Select From project screener. A list of all screeners in your project is displayed.
   
   
4. Select the screener from which you want to add participants.

5. Select the fit categories you want to invite to your study.
   
   

   Tip: Select Eligible to invite all qualifying participants regardless of assigned fit.
6. Click Add scouts.
7. (For launched studies only) Click Send invitations at the top of the page.
   
   

Now, invitations are sent to your selected participants once you launch your study. If your study is already launched, invitations will be sent as soon as you click Send invitations.

To add participants from within a Dscout screener:

1. Navigate to the Responses tab of your screener. Then, open the Participants view.
   
   
2. Select the participants you want to add using the checkboxes beside their names. The bulk actions toolbar is displayed.
3. Click Invite to mission. A list of studies in your project is displayed.
   
   
4. Select your interview study, then click Invite. The selected participants are added to your interview study’s participant queue.
   
   
5. Navigate to the Setup tab of your interview study. Then, select Participants.
   
   
6. Verify the participants you want to invite are present under Invite scouts.
7. (For launched studies only) Click Send invitations at the top of the page.
   
   

Now, invitations are sent to your selected participants once you launch your study. If your study is already launched, invitations will be sent as soon as you click Send invitations.

Add from previous Dscout study

If you want to hear more from participants from a previous study, you can add them to your interview study to speak with them further. When inviting from a previous study, you can select from the following options:

• All participants from the previous study.
• Only participants who were paid in the previous study (diary studies only).
• Only participants who submitted entries/responses or completed an interview session.
• Only participants whose submissions were not excluded from your data set (usability tests, media surveys, and intercept studies only).

To add participants from a previous study:

1. Navigate to the Setup tab of your study. Then, select Participants.
   
   
2. Under Invite scouts, click Add scouts. The add participants modal is displayed.
   
   
3. Select From previous mission. A list of all studies in your project is displayed.
   
   
4. Select the study from which you want to add participants.
5. Select which participants you want to include using the options available in the drop-down list.
   
   
6. Click Add scouts.
7. (For launched studies only) Click Send invitations at the top of the page.
   
   

Now, invitations are sent to your selected participants once you launch your study. If your study is already launched, invitations will be sent as soon as you click Send invitations.

Add from Private Panels

If you manage your own Dscout Private Panels, you can add participants to an interview study from within those panels.

To add participants from Private Panels:

1. In your Private Panels study, select the participants you want to invite to your interview study.
2. Select Invite to Dscout from the Bulk actions drop-down. The invite to Dscout mission modal is displayed, including a list of all launched Dscout studies you have access to.
   
   
3. Select your interview study from the drop-down list.
   
   
4. Click Continue. The mass email modal is displayed.
5. Customize the email invitation you want to send to your selected panelists.
   
   
6. Click Save and continue. A confirmation modal is displayed.
7. Click Send to [number of participants]. A second confirmation modal is displayed.
   
   
8. Click OK to confirm.

Now, email invitations are sent to your selected panelists. When they click the link included in the email, they’ll be taken to the landing page for your study where they can accept and schedule a time slot.

Edit invite message

If you want to customize the message participants receive when you invite them to your study, you can do so.

To edit your study’s invite message:

1. Navigate to the Setup tab of your study. Then, select Participants.
   
   
2. Click anywhere in the Invite message section.
   
   
3. Enter your custom message in the text box. 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
4. Click Done to save.

Now, your new invite message is saved and will be sent when you invite your next group of participants.

View and manage invitation queue

After you’ve added participants to a study (but before you’ve sent your invites), you can see a list of all participants who will be invited either when you launch your study or when you click Send invitations on a launched study. Here, you can remove any participants you no longer want to invite.

To manage participant invitation queue:

1. Navigate to the Setup tab of your study. Then, select Participants.
   
   
2. Scroll to the Invite scouts section.
3. Use the X to remove any unwanted participants. Or click Clear all to remove all participants from your invite queue.
   
   

When you’re ready to invite the participants listed in your invite queue, click Send invitations at the top of the page. Or, launch your study—all participants in your invite queue at the time of launch will be invited automatically.