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When running research studies, it's important to follow key data collection practices:
Ensure participants know how their data will be used
Give them the opportunity to opt-out if they don’t feel comfortable sharing their data
Ensure that all study participants have given consent before they enter the study.
How to add a participant agreement form to your study
Within your study Setup tab, go to the Study Flow tab to toggle on the Participant agreement should you wish to add one. Note, that by default, it is toggled off.
After toggling this section on, click on the section to open up the participant agreement in the right panel. Scroll down to the agreement message to customize the text in the Edit mode.
What that looks like for the participant
In order to begin the study, participants need to go through the required steps that you have set up.
These steps show up in the following order:
Welcome screen (optional)
Participant agreement (optional)
Screening questions (optional)
Study
What makes a good participant agreement form
Understand what it covers and what it doesn't
Be aware that the participant agreement covers the relationship between you and the participant and should not be in conflict with the existing Terms between you and Optimal, which governs your use of Optimal products and services.
What should be included in the form
Below are a few best practice tips:
Specify who you are
Introduce yourself and explain how participants can contact you if they have any questions or need support throughout the study.
Define the purpose of your study
Participants can only provide informed consent when they fully understand the purpose of the study and how their data will be used.
What can participants expect?
Provide an overview of the study, including the content, estimated duration, and any potential incentives. This helps participants gauge their commitment before participating.
How will you ensure their privacy?
Ensure participants understand how their privacy will be protected, especially if personal identifiable information (PII) is collected, such as email addresses. Clarify what data you’ll collect, its purpose, and how it will (or won’t) be shared with third parties or outside the scope of the study.