Study Protocol Design

Activation and Expiration Rules Cheat Sheet

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Grouping to Create Uninterrupted Participant Task Flows

To improve user retention and create a more seamless experience, you can create uninterrupted participant task flows by grouping research study tasks. They will appear almost as one task to the participant. Most studies include a series of study tasks...

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Writing Titles, Subtitles and Text to Improve Engagement

While it can sometimes be an afterthought, your study title, subtitle, and task titles and instructions are extremely important. Using bland copy can reduce engagement rates and cause user confusion. Consider your audience and use short, pithy titles and subtitles...

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Study Logo Proportions

The study logo is a perfect square (proportion 1×1). You may upload a logo of any size and proportion and ProofPilot will automatically adjust. However, that adjustment could distort the image. For best results, we recommend uploading an image file...

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Navigating with a text box on Study Recruitment Edit Page

Because many people will engage with your study on a mobile phone, you should keep the amount of text you use brief (particularly on the study recruitment page).  ProofPilot provides a space to include text to give you an idea...

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Assign Tasks Only to Participants in Certain Arms

To create unique experiences across arms, you can create rules that only trigger in one or more arms. To do so, create or edit a task, and click “Activation and Expiration Criteria” and click on the arms that you want...

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Creating an Activation Rule

Rules are among the most important features of ProofPilot. You’ll find rules in Every single task you create.  Activation & expiration criteria determine when the tasks are available to participants and study tasks to complete. Eligibility. Use rules to determine who...

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Changing from an Single Arm Study from an Multi-Arm Study

Single arm studies, otherwise known as longitudinal outcome studies only have one arm. There is no comparison or experiment arm. All participants have the same experience over time. Here’s how you create an outcome study on ProofPilot. if you are...

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Using ProofPilot for an In-Progress Study

ProofPilot works best when you start the planning process on the platform and launch the study to participants from the beginning. But it can and has been added to studies already in process. If your study is already in progress...

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Activating rules in Recruitment & Join Arm and other arms

The Recruitment & Join Arm is a unique arm designed to onboard potential participants. A potential participant is not actually a participant until they’ve accepted the consent. Therefore, tasks in the Recruitment & Join arm may not be assigned to...

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