{"id":12291,"date":"2024-03-15T18:40:34","date_gmt":"2024-03-15T18:40:34","guid":{"rendered":"https:\/\/m-path.io\/manual\/?post_type=ht_kb&#038;p=12291"},"modified":"2025-03-04T14:29:31","modified_gmt":"2025-03-04T14:29:31","slug":"step-3-set-up-a-study","status":"publish","type":"ht_kb","link":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/knowledge-base\/step-3-set-up-a-study\/","title":{"rendered":"Step 3: Set up a study"},"content":{"rendered":"\n<p>In the previous two steps you learned to create a questionnaire and to schedule this questionnaire. The next big step is to set up a study. In the following tutorial you will learn how to invite participants, use an intake and set up auto enrollment (automation).<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Tutorial 3 auto enrollment\" width=\"643\" height=\"362\" src=\"https:\/\/www.youtube.com\/embed\/8PT2VOvmB2g?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Protocols<\/h2>\n\n\n\n<p>If you are interested in using the same schedule for multiple participants, you can make use of a protocol. You can think of a protocol as a schedule for a fictional client that you can later copy to different real clients. Protocols exist of a combination of interactions\/questionnaires and a schedule. However, the use of a protocol is rather complex and is therefore explained in this step.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-outline is-style-outline--1\"><a class=\"wp-block-button__link has-text-color has-link-color wp-element-button\" href=\"\/knowledge-base\/protocols\/\" style=\"color:#03a9f3\">Learn more about protocols<\/a><\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Auto enroll settings<\/h2>\n\n\n\n<p>Most features discussed in this tutorial relate to the auto enroll settings. There are more advanced auto enroll settings available not discussed in the tutorial, for example to randomize participants over multiple protocols. <\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-outline is-style-outline--2\"><a class=\"wp-block-button__link has-text-color has-link-color wp-element-button\" href=\"\/knowledge-base\/auto-enroll-settings\/\" style=\"color:#03a9f3\">More auto enroll settings<\/a><\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Inviting participants<\/h2>\n\n\n\n<p>Of course, participants need to find your study. There are multiple ways of inviting participants to your study, but using invitation codes is the preferred way (unless you work on an anonymized citizen science projects). <\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-outline is-style-outline--3\"><a class=\"wp-block-button__link has-text-color has-link-color wp-element-button\" href=\"\/knowledge-base\/invite-participants\/\" style=\"color:#03a9f3\">How to invite participants<\/a><\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Intake questionnaire<\/h2>\n\n\n\n<p>The intake is a longer questionnaire that is immediately presented to the participant when he or she adds a research or a practitioner.&nbsp;This can be used to welcome the participant, ask longer questionnaires or ask consent.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-outline is-style-outline--4\"><a class=\"wp-block-button__link has-text-color has-link-color wp-element-button\" href=\"\/knowledge-base\/intake-questionnaire\/\" style=\"color:#03a9f3\">Learn how to set up an intake questionnaire<\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Test your study<\/h2>\n\n\n\n<p>Once you have created your study and set up the auto enroll features in your account, it is very important to test your study!<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-fill\"><a class=\"wp-block-button__link has-white-color has-text-color has-background has-link-color wp-element-button\" href=\"\/knowledge-base\/how-to-test-your-research-project-on-m-path\/\" style=\"background-color:#03a9f3\">Final step: test your study<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>In the previous two steps you learned to create a questionnaire and to schedule this questionnaire. The next big step is to set up a study. In the following tutorial you will learn how to invite participants, use an intake and set up auto enrollment (automation). Protocols If you are&#8230;<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[6],"ht-kb-tag":[],"class_list":["post-12291","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-getting-started"],"_links":{"self":[{"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/ht-kb\/12291","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/comments?post=12291"}],"version-history":[{"count":14,"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/ht-kb\/12291\/revisions"}],"predecessor-version":[{"id":13503,"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/ht-kb\/12291\/revisions\/13503"}],"wp:attachment":[{"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/media?parent=12291"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/ht-kb-category?post=12291"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/ht-kb-tag?post=12291"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}