Once your database holds contacts, this is the day to day work: finding the right people, choosing what you see about them, writing to them, and keeping their status current.
Filter your contacts
You can filter and search contacts who have completed the registration survey, a first onsite visit, or both.
š ļø Step by step guide
Navigate to your Subject Database.
Use the available filters: your own database questions, system statuses such as subject status, or participation in previous studies.
Read the KPI figures at the top of the screen, which update as you filter.
Review the subject rows matching your criteria.
Choose which columns you see
Customize the visible columns in your subject database so the information you actually use is on screen.
š ļø Step by step guide
Navigate to your Subject Database.
Select Active Columns.
Choose the data points to display and put the columns in the order you want.
Save your changes.
Send a campaign
Send outbound communication to specific contacts. Filter first, so you are writing to the right audience.
š ļø Step by step guide
Navigate to your Subject Database.
Filter your contact dashboard.
Select the visible rows.
Select Campaign.
Choose the communication channel.
Design your message.
Send the campaign to the selected contacts.
Read and change a subject's status
A subject's status appears in three places: the subjects list, in a dedicated column; the quick-view profile, next to the subject's name; and the full profile, under the subject ID in the left menu.
Status | What it means |
New | Assigned when center staff create the subject manually in the database. |
Pending | Assigned when a subject creates an account themselves from a public registration link. |
Active | The subject can take part in studies. You set this according to your own internal process. |
Inactive | No longer active, and a step before possible account cancellation. Set it by hand, or let the automation in the compliance settings set it. |
Paused | For a subject who is unavailable for a while but intends to take part later. |
Deletion Requested | Set when the subject asks, from their own online account, to delete their profile. An authorized user has to validate it. |
š ļø Step by step guide
Navigate to your Subject Database.
Search for the subject you want to change.
Open the subject's profile in the quick-view.
Change the subject's database status.
š” Tip: statuses are yours to maintain. Center staff set them by hand, following your internal process, so they are only as accurate as your process makes them. Automations exist for inactive accounts, GDPR compliance and other database maintenance: they live in the compliance settings, not here.