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Use the Salesforce integration to sync customer data directly from Salesforce to your Hub panel

Keep participant data fresh for effortless targeting and segmentation in Hub

Last Updated:
November 27, 2024
No items found.

Search and filter your Hub panel to find the right participants for research

Filter, segment, and invite participants in the Hub participant table view

Last Updated:
November 26, 2024
Research Hub

Can you tell me more about your participant audience?

Learn more about our participant audience and reach.

Last Updated:
November 15, 2024
Recruit

Filter and navigate projects by status, access type, or project type

Learn what the different statuses and filter categories on the projects page mean, and how to group and filter your projects.

Last Updated:
November 8, 2024
No items found.

Set up a custom domain for emails

Sending emails from your custom domain.

Last Updated:
November 4, 2024
Emails & Messaging
For Admins

Set up roles and permissions for your team

Ensure the right level of access with team roles and permissions

Last Updated:
October 31, 2024
For Admins

Manage participant invitations for your Hub project

Easily track and manage participant invites to ensure you’re inviting the right users from your panel

Last Updated:
October 31, 2024
Research Hub

Invite teammates to observe sessions

Share a page where collaborators can easily sign up to observe upcoming sessions

Last Updated:
October 29, 2024
No items found.

Add video screening to your project

Prompt participants to record a video response during the screening process—the fastest insight into their experience on a topic.

Last Updated:
October 23, 2024
Screener Surveys

What is Premium Screening (AKA "Double Screening")?

Contact screener-qualified participants by email or phone, or review video responses to a custom prompt before approving them for your study

Last Updated:
October 23, 2024
Screener Surveys

Approve qualified candidates for your study

How to approve and invite qualified candidates for participation in your research study.

Last Updated:
October 21, 2024
Recruit
Research Hub
Scheduling & Calendars

What types of studies can I run on User Interviews?

Study types and formats to fit all your research needs!

Last Updated:
October 18, 2024
No items found.

Switch between manual and automatic participant review

How (and why) to manually or automatically approve participants who apply to a project.

Last Updated:
October 18, 2024
Recruit
Screener Surveys
Research Hub

Create and share meeting links with participants

Last Updated:
October 16, 2024
Scheduling & Calendars

Access team usage & spend metrics in-app on the Reports page

Stay on top of research happening at your company—check the summary stats for a quick pulse check, or download a more detailed report.

Last Updated:
October 2, 2024
For Admins
Incentives

Connect the Microsoft integration to streamline scheduling and meeting links

Use our Microsoft Teams and Outlook integrations to automate scheduling, meeting links, and moderator assignment

Last Updated:
September 26, 2024
Calendar
Video

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