How to Track Invitations | Recollective [Test] Help Center

After launching your study, you may want to track which participants have been invited, which have joined, and which have opened the invite but not yet joined. Analysts and Moderators can track invitations sent within a Study by following these steps:

ℹ️ Note:

📍 Click on the Participant Directory icon > View All

Click on the Invitations tab
Under the Status column, you will see 1 of the 6 statuses associated with each Participant:

Joined	Participant accepted an invitation and has visited the study at least once
Invited	Participant has been sent an invitation but has not accepted it yet
Not Yet Invited	Participant was added to the study but has not been sent an invitation yet
Inactive	Participant was invited but has since been removed from the study or deactivated
Pending	Participant is pending approval to join the study from an Administrator Note: This status is only used when Screening Questions have been programmed and manual approval for all applicants is enabled.
Disqualified	Participant completed the Screening Questions but did not qualify for acceptance in the study Note: This status is only used when Screening Questions have been programmed with qualifying and disqualifying logic

📌 Note:

Tip: You can easily resend invitations by selecting the checkbox next to a participants name and using the Bulk Action menu > Send Invitation

📌 Note:

🗣️: Still have questions or want to leave feedback on how we can do better? Contact us at [email protected].

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