Publishing Your Study

Publishing makes your study live and ready to collect real data. Once published, participants can complete your study and their responses will count toward your research.

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Before Publishing

Make sure you’ve:

• Completed your interview guide
• Set up screening questions and rules
• Created at least one panel with demographics
• Tested the study thoroughly
• Fixed any issues found during testing
• Saved all changes

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Publishing Your Study

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What Happens When You Publish

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Status Change

Your study moves from “Draft” or “Testing” to “Published” or “Active” status.

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Data Collection Begins

From this point:

• Responses are counted as real data
• Responses are included in analysis
• The study appears as active in your dashboard

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Editing Restrictions

After publishing:

• Minor text corrections may be allowed
• Major structural changes are restricted
• New questions cannot be added (in most cases)
• This protects data consistency

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Publishing Options

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Immediate Publishing

Go live right away. The study accepts responses as soon as published.

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Scheduled Publishing

Some platforms support scheduling:

• Set a future start date
• Study goes live automatically
• Useful for coordinated launches

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After Publishing

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Generate Invitation Links

Once published, you can:

• Generate participant links
• Create unique tokens for tracking
• Distribute invitations

See Inviting Participants for details.

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Monitor Responses

Check your Responses tab to:

• See incoming responses
• Track completion rates
• Monitor data quality

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Track Progress

Watch your panel progress:

• Responses vs. target
• Completion percentage
• Screen-out rates

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Publishing Considerations

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Timing

Consider when to publish:

• Time of day (participant availability)
• Day of week (weekdays vs. weekends)
• Avoiding holidays or events
• Coordinating with recruitment efforts

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Communication

If working with a team:

• Notify stakeholders of launch
• Confirm everyone is aligned
• Ensure support is available for issues

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Backup Plan

Have a plan for issues:

• Who monitors the study?
• How to pause if problems arise?
• Contact information for support

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Common Publishing Questions

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Publishing Checklist

Final review before clicking Publish:

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Content Review

• All questions are finalized
• No placeholder text remains
• Branding/product names are correct
• Instructions are clear

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Technical Review

• Tested all question flows
• Verified conditional logic works
• Confirmed screening rules are correct
• Checked mobile experience

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Setup Review

• Panel demographics are correct
• Sample sizes are appropriate
• Study timing is reasonable

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Team Review

• Stakeholders have approved
• Team knows the study is launching
• Support plan is in place

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Post-Publishing Steps

After publishing:

1. Generate invitation links - Create links to distribute to participants
2. Send first invitations - Start recruitment
3. Monitor early responses - Check data quality and completion rates
4. Adjust if needed - Pause and fix issues if problems arise
5. Regular check-ins - Monitor progress toward sample targets

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Study Statuses After Publishing

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Next Steps