Introducing a new workflow to manage participants

Managing participants through your project is now a lot easier. Our new workflow helps you quickly find the best applicants to approve, bookmark potential fits for consideration, and remove the rest—all in one streamlined flow.

Here’s what’s new:

New participant funnel

We’re introducing a new participant funnel to make it easier to track and manage participants. In the “Participant management” area of the workspace, you’ll see a few new tabs that help organize applicants into clear stages as they progress through your study. Each stage has its own set of default columns tailored specifically to that stage, so it’s fast to review and take action as needed.

Bookmark potential participants

We’ve added a new status! You can now mark applicants as a “Potential fit” for your study—think of this as a bookmark for those who may be good fits but need further consideration. These applicants will move to the “Marked Potential” tab for easy reference before approving.

Bulk actions

Review participants significantly faster with bulk actions. You can now approve (“Approve”), bookmark (“Potential fit”), and remove (“Not a fit”) participants from your project in bulk to streamline the review process. Removed participants will move to the “Removed” tab, so you can come back to them at any time for additional review.

You’ll also be able to message participants directly from their profile, either individually or as a bulk message.

This feature is currently enabled for select customers, rolling out to all customers soon!