Concepts

How participants join your Study.

Every Study supports up to three enrollment modes. They aren't mutually exclusive — turn on any combination, and participants can reach you through whichever channel fits.

Researcher → mode → participant

R

Researcher

You

study.config

Direct link01

Share a URL manually

Copy the participant link and paste it into an email, message, lab page, or QR code. Anyone with the link can join.

R
You
→
URL
Link
→
P
Participant
Draft + In Review + Active
  • No public listing required
  • Works for friends, students, or pilot testers
  • Available the moment a Study is created
Public listing02

Appear in the participant browser

Studies you make public show up in the Open Lab participant app once they are Active. Volunteers find you through search and browse — no prior contact needed.

⊕
Browse
→
P
Participant
Active + made public
  • Highest reach, lowest friction
  • Filtered by language, device, and eligibility
  • Disabled automatically when paused or completed
Email invitation03

Send personalised invites

Upload a list of email addresses. Each recipient gets a unique link tied to their identity — useful for panels, follow-ups, and within-subject designs.

R
You
→
@
Email
→
P
Participant
Any status
  • Track who's been invited and who's responded
  • Personal links can't be shared with others
  • Works alongside public listing or on its own

Availability

Draft+any non-archived status
Active + made publicpublic enrollment, opt-in
Any statustargeted reach
Combinable

Mix the modes that fit.

Run a public listing for general recruitment and send targeted invitations to your panel — both at once. Direct links keep working in the background.

  • All three modes can be enabled simultaneously
  • Each mode is toggled independently per Study
  • No double-counting — one participant, one session
Status-aware

Public listing follows the lifecycle.

Public listing is off by default. Turn it on in the Invitations tab; the listing then appears while the Study is Active and disappears when you Pause, Complete, or Archive. Direct links work before the Study is Active; email invitations and joining by Study code need it to be Active.

  • Listings update within minutes of a status change
  • Searchable by language and device requirements
  • Off by default — you opt in per Study
Identifiable

Email invites are personal.

Each recipient gets a unique URL bound to their address. If they share it, the second person can't claim the slot. Best when you need to know exactly who responded.

  • Per-recipient response tracking
  • Resend, revoke, or remind individual invites
  • Optional one-click unsubscribe