Study Home Page

Every Study starts with a Home tab that is the default landing page for participants. Analysts and Moderators can choose to add content to the page such as messages, photos, videos and files.

Each item added to the page is contained in a "Card" and can be easily resized, re-styled and repositioned to create a totally custom display.

Adding and Managing Content

The Page Options button is located on the top-right of the screen. Pressing Page Options will reveal three menu items:

  • Edit Page: add/edit cards and their content
  • Page Settings: edit the page's name, address and visibility
  • Manage Pages: edit how a page is grouped and positioned

Select Edit Page to add, update or remove any cards on the page. A toolbar will  appear which confirms the page is in edit mode. Changes made in this mode are saved automatically as an unpublished draft.

You can also customize the page background. The page can be white, match the theme color, use the site background or be a custom background image.

To add a new card, select the Add Card button. A list of available card types will appear. Pick a card type and follow the instructions that come after.

There are currently eight card types available:

  • Message (Share formatted text with inline images. The ability to add custom scripts to embed content is restricted. Contact us for more information)
  • Photo (upload an image or GIF file to display)
  • Video (uploaded or webcam recorded video)
  • File (upload any file for download by participants)
  • Activities (display and guide participants through Activities)
  • Discussions (promote various Topics to maximize engagement)
  • People (highlight Study Admins, participants or showcase a leaderboard)
  • Studies (display a list of studies) 
  • Profile Fields (ask profile questions and link to external surveys)

General Page Options

The title of the Home page can be edited by pressing Page Options, and selecting Page Settings. The title can use dynamic fields such as the default message, Welcome {fname} which will then show the user's first name.

Publishing Your Home Page

Changes made in edit mode are saved automatically as an unpublished draft. To publish the changes, enter edit mode via Page Options > Edit Page and select Publish

If you’re unhappy with the proposed changes, select Discard Draft to delete all the changes made. If you would like to start from scratch, the page can always be reverted back to the Default Template

If you are happy with your changes, but are not ready to publish them just yet, click Cancel or simply leave the page. The changes will save and can be published to next time you enter Edit Page.

To rename, reorder or entirely disable the Home page, visit the  Study Settings: Configuration area.

Multiple Home Pages

Similar to the multiple pages feature at the Site level, individual studies can have multiple home pages. Among other reasons, you might use this feature to craft a unique Home page for Client observers or to publish new content monthly without discarding last months' content.

To add a new Home page, click on the Admin Menu > Manage Pages, or click on the dropdown arrow next to your current Home pages' name. From the Manage Pages menu, you can add new pages and modify existing pages. 

You will need to identify the page name. All other settings are optional to modify. When limiting page access, you can choose from the following visibility controls:

Participant Access:

  • All participants (all participants will be able to view the page)
  • Select Segments (only participants in selected segments will be able to view the page)
  • None (the page will be hidden from all participants)

Administrator Access:

  • All Administrators (any Admins who have access to the study will be able to view the page)
  • Select roles (define specific Admin roles, ie. only Analysts and Moderators, to be able to view the page)
  • Select Admins (define specific Admins by name to be able to view the page)

Page Order

The default Home page for each user will be the first page in the list that they have access to. In this example, an Administrator would see the Client Corner page by default, and would need to use the Pages menu to navigate to any other page, while a participant would see the Welcome to Winter, {fname}! page first, and would need to use the Pages menu to see the Welcome to Spring, {fname}! page.

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