Optimal

Learn about the different participant recruitment options at Optimal.

An Overview of Optimal Recruitment

Read on to learn how to get started, what to expect next, how to prepare your study, and how to ensure high-quality participants.

Get started with Optimal Recruitment - Specialized Support

Learn how to use screening questions and what happens if participants are being rejected from your study.

Adding screening questions

Learn about setting up Profiles in Optimal to recruit participants.

Use Participant Profiles for recruitment with Optimal Panels

How to manage and purchase recruitment credits for multi-team organizations.

How to manage and purchase recruitment credits for Enterprise multi-team organizations

Optimal Recruitment

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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