Test thoroughly, then publish to start collecting real responses.
Testing Your Study
Why Test?
Verify questions appear in the right order
Confirm conditional logic works
Check screening rules terminate correctly
Estimate how long the study takes
Catch typos and errors
⚠️ Warning: Always test before publishing. Issues found after launch affect data quality.
Generate a Test Link
Go to the Recruit tab
Click Get invite link
Copy the link
Open in incognito/private browser
Complete the study as a participant would
What to Test
Content:
All questions display correctly
No typos or errors
Instructions are clear
Flow:
Questions appear in right order
Conditional logic works (questions show/hide correctly)
Screening rules terminate when they should
Media:
Images display correctly
Recording works for video/audio questions
Completion:
Study ends properly
Total time is reasonable
Testing Different Paths
If you have conditional logic, test ALL paths:
Answer to Q1 | Expected Result |
Yes | Shows Q2, Q3, Q4 |
No | Skips to Q5 |
Testing Screening
Answer to qualify → Verify you continue
Answer to disqualify → Verify you're screened out
Test Data
Test responses are:
Marked as "Test" in your data
Excluded from analysis
Can be deleted if desired
Publishing Your Study
Before Publishing Checklist
Completed interview guide
Set up screening questions
Created panels with demographics
Tested thoroughly
Fixed all issues found
Saved all changes
How to Publish
Go to the Recruit tab
Review panel settings
Click Save Changes to save your configuration
Click Publish Study to go live
Confirm publication
What Happens When You Publish
Study moves from Draft to Active
Responses count as real data
Responses included in analysis
Editing becomes limited
⚠️ Warning: Once you start collecting responses, you cannot make major changes to questions without affecting data consistency.
Inviting Participants
After publishing, distribute your study:
Generate Links
General link - Can be used multiple times (for broad sharing)
Unique links - One per participant (for tracking)
Distribution Channels
Channel | Best For |
Customer lists, personalized invites | |
Social media | Open recruitment |
Website | Visitor feedback |
QR codes | In-store, events |
Writing Invitations
Include:
Brief study description
Expected completion time
Why their input matters
Clear link to participate
Example:
Help shape our products! Take this 10-minute survey to share your thoughts. Your feedback directly influences what we create next.
[SURVEY LINK]
After Publishing
Monitor Progress
Check response counts in Responses tab
Track completion rates
Monitor screen-out rates
If Issues Arise
Pause the study to stop new responses
Fix issues if possible
Resume or create note about limitations
Study Statuses
Status | Meaning |
Active | Accepting responses |
Paused | Temporarily stopped |
Complete | Target reached |