Creating and Managing Participant Groups

Learn how to organize research participants into reusable groups for faster recruiting and better longitudinal research tracking. This tutorial covers creating groups, adding participants from past research or by email, managing group information, and using groups to send invitations.

Discover how to build segment-based panels, track participant engagement over time, and eliminate repetitive manual work when inviting the same cohorts to multiple studies.

Perfect for researchers conducting longitudinal studies, managing beta programs, or frequently engaging specific user segments.

Participant groups are an easy way to classify and save research participants to be reused in future research.

To create your first participant group, click on the participants icon in the left-hand sidebar, then navigate to the custom groups tab.

Then click, “Create Your First Group”

Name your group and give it a description, then click “Create Group.”

Now that your group has been created, you can begin adding participants.

You can search for participants of previous research, or add new participants by typing in their email address.

After you’ve added participants with their email address, you can click on the edit icon to update their display name.

Click “Add Participants” to save.

In the list view for your new group you can see information about each participant, including their name, email, status, number of conversations, and last activity.

Clicking on a participant enables you to see all of their previous conversations and read through them.

To start using your new group, create a new research outline or open an existing one.

Click Invite Participants, then select the email option.

Search for your group and select it.

Compose your message, and hit send.

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