Survey Invite via Email

By clicking Invite you can invite new or subjects already enrolled in your project to a survey.

Invite a subject that is already in the project to take the survey

Note: following the directions below will result in a duplicate account for the subject.

  1. Be sure you are in unmasked mode Unmasked Mode by clicking the Masked icon Unmasked Mode at the top of the screen.
  2. Click the Invite Subject icon Invite found at the top of the screen. This should open a dialog box.
  3. In the dialog box that opens, the toggle button should read "Invite a subject that is already in this project".
  4. Click on the "Subject to Invite" line. The names of subjects enrolled in the project will appear for you to choose from or you may type the name of the person you wish to send the survey.
  5. Click Send Invite.

Invite a new subject (not currently in the project) to take the survey

  1. Be sure you are in unmasked mode Unmasked Mode by clicking the Masked icon Unmasked Mode at the top of the screen.
  2. Click the Invite Subject icon Invite found at the top of the screen. This should open a dialog box.
  3. Click the toggle button so it reads "Invite a new subject to this project and survey." Survey Invite Existing
  4. Complete the information requested in the dialog box.
  5. Click Send Invite.

Last update: January 26, 2020