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
Publishing Your Study
Review Settings
Verify:
- Panel configuration is correct
- Demographics are set appropriately
- Sample sizes are accurate
What Happens When You Publish
Status Change
Your study moves from “Draft” or “Testing” to “Published” or “Active” status.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
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
Publishing Options
Immediate Publishing
Go live right away. The study accepts responses as soon as published.Scheduled Publishing
Some platforms support scheduling:- Set a future start date
- Study goes live automatically
- Useful for coordinated launches
After Publishing
Generate Invitation Links
Once published, you can:- Generate participant links
- Create unique tokens for tracking
- Distribute invitations
Monitor Responses
Check your Responses tab to:- See incoming responses
- Track completion rates
- Monitor data quality
Track Progress
Watch your panel progress:- Responses vs. target
- Completion percentage
- Screen-out rates
Publishing Considerations
Timing
Consider when to publish:- Time of day (participant availability)
- Day of week (weekdays vs. weekends)
- Avoiding holidays or events
- Coordinating with recruitment efforts
Communication
If working with a team:- Notify stakeholders of launch
- Confirm everyone is aligned
- Ensure support is available for issues
Backup Plan
Have a plan for issues:- Who monitors the study?
- How to pause if problems arise?
- Contact information for support
Common Publishing Questions
Can I unpublish a study?
Can I unpublish a study?
You can typically pause or close a study, but responses already collected remain. “Unpublishing” doesn’t erase data.
Can I edit after publishing?
Can I edit after publishing?
Limited edits may be possible (typo fixes, minor clarifications), but structural changes are restricted to protect data integrity.
What if I find a problem after publishing?
What if I find a problem after publishing?
You can pause the study to stop new responses. Fix the issue if possible, or decide whether to continue with a note about the limitation.
Can I add more panels after publishing?
Can I add more panels after publishing?
Yes, you can typically add new panels to an active study to expand your recruitment.
Publishing Checklist
Final review before clicking Publish:Content Review
- All questions are finalized
- No placeholder text remains
- Branding/product names are correct
- Instructions are clear
Technical Review
- Tested all question flows
- Verified conditional logic works
- Confirmed screening rules are correct
- Checked mobile experience
Setup Review
- Panel demographics are correct
- Sample sizes are appropriate
- Study timing is reasonable
Team Review
- Stakeholders have approved
- Team knows the study is launching
- Support plan is in place
Post-Publishing Steps
After publishing:- Generate invitation links - Create links to distribute to participants
- Send first invitations - Start recruitment
- Monitor early responses - Check data quality and completion rates
- Adjust if needed - Pause and fix issues if problems arise
- Regular check-ins - Monitor progress toward sample targets
Study Statuses After Publishing
| Status | Meaning |
|---|---|
| Active/Published | Accepting new responses |
| Feasibility | Initial testing with small sample |
| Paused | Temporarily not accepting responses |
| Complete | Target reached, closed to new responses |