Setting up Study Groups

Setting up a Study Group will allow you to assign participants to different groups to get more refined comparisons or to send relevant resources to select groups of individuals.

To setup a Study Group:

1. From the dashboard, navigate to the left side of the screen and click the “Study Setup” dropdown
2. Then click “Study Groups”
3. Select the “Add New Study Group” button in the top right
4. Fill out the name and export identifier of the group. The export identifier will shorten the name of a Study Group when it is exported to a csv file
5. Fill out the description for this specific Study Group
6. Choose to toggle the “Study has open ended participation” button to be on or off
7. Decide on a Study Group Start Date. This will be the day participants start the Study Group
8. Optionally, you can also select an end date if you want the Study Group to operate only for a specific period of time
9. Once the Study Group is set up, select “Save”

Adding new participants to a Study Group:

1. From “Manage Participants” click “Add Participant”
2. After filling out their information, assign them to a Study Group
3. If you want to invite them right away, click “Send & Save;” if you want to invite them later, click “Save” 

1. Use a QR code by navigating to the left side of the screen and select the “Study Setup” dropdown menu
2. Click “QR Code Sign Up”
3. Click the orange “Add New QR Code” button
4. Here you can select a Study Group for the QR code. Participants who sign up using the QR code will automatically be placed in the associated Study Group

Adding existing participants to a Study Group:

1. Navigate to “Manage Participants”
2. If you only want to add one participant, click their contact, select the edit icon, assign them to a Study Group using the "Study Arm/Cohort" drop down, and click “Save”
3. If you want to add multiple participants select the check box to the left of the participant's name, then select the “Assign to Study Group” icon near the top, choose the Study Group, and click "Save"

How to send out Surveys using Study Groups:

1. Navigate to the left side of the screen and select the “Study Setup” dropdown menu
2. Click “Surveys”
3. Here you can either create a new survey or copy an existing survey
4. Scroll down to Survey Schedule
5. From here you can select the “Study Arm/Cohort” you want to send the Survey to. By selecting this option, only the participants in the specified Study Group will receive the Survey
6. Complete the Survey Schedule and select “Save”

How to send out Health Library resources using Study Groups:

1. Navigate to the left side of the screen and select the “Study Setup” dropdown menu
2. Click “Health Library”
3. Click the “Add New Resource” button
4. Fill out the information related to the resource you want to share
5. Click “Next”
6. Select the check box next to the Study Group name you want to send the resource to
7. Click “Next” and then click “Done”

How to send out Routines using Study Groups:

1. Navigate to the left side of the screen and select the “Study Setup” dropdown menu
2. Click “Routines”
3. Click on the “Add new Routine” button
4. Fill out the information that is relevant for the Routine
5. Scroll down to Study Groups
6. Select the check box next to the Study Group name you want to send the Routine to
7. Click “Save” 

And that’s it! You now know how to set up Study Groups, add participants, and send Surveys, Routines, or Health Library resources based on a Study Group.