Add participants

You can add participants to a study one at a time from the Participants tab. Nobody is contacted until you send the invitation.

Add one participant

1. Open the study and go to the Participants tab.
2. Click Add participant. The Add a participant form is at the bottom of the page.
3. Fill in the details (see below).
4. Tick Send the invitation email now if you want them to get their invitation straight away.
5. Click Add participant.

Zolensa gives each new participant a study code, such as P001, P002 and so on. The message at the top of the page tells you the code, for example "Added as P004."

The fields

• First name and Last name are optional. Each can be up to 80 characters.
• Email is where the invitation goes. Each email address can only be in a study once. If it is already there, you see which code has it.
• Mobile number is optional. Write it with the country code, for example +44 7700 900123. You can also start with 00 instead of +.
• Language for invitations and the app is the language the participant reads. You can choose from the study's languages.
• Group appears when the study has groups. See Participant groups.
• Your reference is optional, for example a panel ID. It can be up to 64 characters.
• Test participant marks someone from your team who is trying the study. See Test participants.

Every participant needs an email address or a mobile number. Invitations go by email, so add an email address for anyone you want to invite.

Note: The Send the invitation email now box is hidden until the consent form is published, and while the study is closed.

When an invitation is not sent

The participant is still added, but the invitation waits, when:

• the study is in draft or paused and they are not a test participant
• your plan has no free places for more active participants

The message at the top of the page says why. You can invite them later. See Invitations and personal links.

Find and edit participants

The list shows the code, name, contact details, language, group, status and invitation for each person. Use the search box to find a code, name, email or reference. If the study has groups, you can also choose a group, or No group.

To change someone's details, click their code. Edit the fields and click Save.

Remove or delete a participant

• If they have not joined yet, click Remove P004, with their code, on their page. Their invitation link stops working.
• If they have joined, use Delete P004 and their data at the bottom of their page. Tick I understand that this cannot be undone first. This deletes them and everything they shared for good.

See When a participant stops or asks for deletion.

Plan limits

On a free trial you can add a set number of participants. Test participants do not count. If you reach the limit, you see a message, and you can choose a plan to add more. See Plans and billing.

Who can do this

Owners and researchers can add, edit, remove and delete participants. Moderators can see the list with codes and names, but not email addresses or phone numbers. See Roles.

To add many people at once, see Import participants from a spreadsheet.