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How to Track Participant Invitations in a Study

Use this article to track participant invitation states in a Study and resend invitations when necessary.

Audience and Permissions

  • Target Audience: Analysts, Moderators

  • Prerequisites: An active or launched Study in your workspace

View Participant Invitation Statuses

To check the invitation status of participants in a Study:

  1. Open your target Study.

  2. Click the Participant Directory icon in the navigation menu, then select View All.

    This is a screenshot of the participant directory icon located in the top right corner of the page.
  3. Click the Invitations tab

  4. Verification: You will see the Participant Directory list containing a Status column displaying each participant's current state.

Participant Invitation Status Definitions

The table below outlines the 6 invitation statuses that can appear under the Status column in the Participant Directory:

Status

Definition

Applicable Conditions

Joined

Participant accepted an invitation and has visited the study at least once.

Standard invitation flow

Invited

Participant has been sent an invitation but has not accepted it yet.

Standard invitation flow

Not Yet Invited

Participant was added to the study but has not been sent an invitation yet.

Standard invitation flow

Inactive

Participant was invited but has since been removed from the study or deactivated.

Standard invitation flow

Pending

Participant is pending approval to join the study from an Administrator.

Applies only when Screening Questions are programmed and manual approval is enabled

Disqualified

Participant completed the Screening Questions but did not qualify for acceptance into the study.

Applies only when Screening Questions are programmed with qualifying and disqualifying logic

How to Resend an Invitation

To resend study invitations to one or more participants:

  1. Navigate to the Participant Directory > View All > Invitations tab.

  2. Select the checkbox next to the participant's name (or select multiple participants).

  3. Click the Bulk Action menu.

  4. Select Send Invitation.

Still have questions?

If you have questions or feedback about this article, contact the Recollective Helpdesk at [email protected].

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