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Review your complete study configuration and launch. Once launched, your study is live and ready to receive participants.

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What you’ll see

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Summary cards

At the top of the Review your Study screen, five cards summarize your configuration:

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Study name

This is how the study appears in your dashboard.

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Screener questions

Each screener question is listed with its answer options and rules: which options Disqualify, and on multiple-select questions which are Must Select, May Select, or Reject. Text-input questions show their allowed and disallowed values, number range, or All values accepted.

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Research plan preview

The complete research plan: Objective, Background, Learning Goals, Conversation Flow, and Study-Specific Rules.

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Final review checklist

Before launching, confirm: Research plan
  • The objective clearly states what you’re trying to learn
  • Questions are written in participant-friendly language
  • All important topics are covered
  • Time allocations are appropriate for each section
Interviewer settings
  • The voice matches your brand and audience
  • The interview mode is appropriate for your participants
  • The language is the one your participants speak
Recruiting and screeners
  • The recruiting method is the one you intend to use
  • Screener questions qualify and disqualify the right people
Study configuration
  • The study name is descriptive and recognizable
  • You’ve tested the conversation (recommended)
To change anything, click Back to return to the relevant step, make your changes, then click Save & Continue through the remaining steps to return here.

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Launch your study

When you’re ready, click Save and Invite Participants. Your study goes live and you’re taken to the study dashboard. Launching doesn’t send any invitations; you invite participants from the dashboard. If your workspace has fewer than 3 credits when you launch, you’re taken to your Wallet to add credits first. Enterprise plans skip this check.
In the sandbox, synthetic studies show Launch Synthetic Study instead, which starts three synthetic interviews right away.

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What happens after launch

1

Study goes live

Your study is immediately active and can receive participants.
2

Invite participants

From the dashboard, invite participants using the options for your recruiting method: a study link, email invites, the embed widget, or an external panel for BYOP; our panel for Panel; or synthetic respondents for Synthetic.
3

Conversations happen

As participants complete interviews, data flows into your dashboard.
4

Review and analyze

Read transcripts, listen to recordings, and generate reports.
5

Get notified when complete

When your study hits its target, you and your organization’s admins receive an email with the top insights at a glance and a link to the full report on your dashboard.

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Changes after launch

You can rename the study at any time. You can also edit the research plan, interviewer voice, and interview mode, but avoid doing so once participants have responded.
Changing questions or flow after participants have responded means earlier and later responses won’t be directly comparable. For significant changes, create a new study instead.

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Frequently asked questions

Yes. Open Actions on the study dashboard and choose Pause Study. While paused, the study stops taking new responses and Send Email Invites is disabled, though the rest of the Invite Participants menu stays available. Choose Resume Study to start it again. A study that has already reached its target is complete and can’t be paused.
Delete the study and create a new one. Deleting is permanent, and all of the study’s data is lost.
No.

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Next steps

Recruiting overview

Every way to invite participants, and what each costs.

Dashboard

Track responses and manage your live study.