Can I contact or phone screen participants before scheduling them to participate?

If you would like to speak to a participant before starting the research, you must first ask the participant's permission.

We have the recommended text below:

To better qualify you for the research study, would you mind if a researcher from our team had a brief 5-minute phone call with you ahead of scheduling you to participate? 

  • Yes  (Qualify)
  • No  (Disqualify)

Then, you must collect a phone number to reach participants:

What is the best number to reach you on during business hours? (Open-End)

If you have not collected phone numbers as part of your screener study but wish to phone screen participants, you can contact them directly via the 'Messages' tab of your project to arrange this.

If you find that a participant is not a good fit for your study after being scheduled, researchers can cancel participants' bookings 4 hours before the scheduled booking time.

If the calendared booking is cancelled less than 4 hours before the meeting's starting time, mark the Participant Attended, and pay the Incentive.

Here's more on how to cancel participants.

Can I call participants if they are running late for a booking?

Yes! If you need to contact a participant regarding a booking, you are welcome to do so. Their number can be found in the bookings tab below the participant's name. 

Did this answer your question?