Exclude or include participants

July 11, 2024 18:54

Use these steps to exclude or include participants. Learn about our Smart Data Quality Engine.

This article applies to: uz logo tiny.png UserZoom

On this page:

About excluding participants

Excluded participants are not deleted and can be included again later on.
Excluded participants appear crossed out and in red.
Show this participant only or Hide this participant options in Ratios & Responses appear when clicking on a chart or table to apply a filter, but do not exclude or include participants.
IntelliZoom participants with poor responses can be excluded from your analysis to not impact your data. For example:
- Lackluster task attempts
- Rude or offensive behavior or answers (Please escalate these to your account team)
- Inaudible Think-out-loud recordings
For IntelliZoom segments, excluding a participant removes them from your study.
- If your study is live, the excluded participant will be automatically replaced.
- If a participant is excluded while the study is offline, they will not be replaced until you make the study live again.
For Recruit Your Own segments, after excluding participants, make your study live and continue recruiting

Smart Data Quality Engine

The Smart Data Quality Engine is our next step in ensuring quality Results data.
The Engine saves you time by automatically excluding participants that experience challenges with their navigation task recordings. For example:
- Drops in connectivity
- Lost video recordings
- Server-side issues
This means that you should only receive complete participant recordings in your study’s Results section, and spend less time replacing participants with poor quality video recordings.
This isn’t the end of the road, either! We’ll continue to make our Smart Data Quality Engine smarter in future releases so you can be even more confident in the quality of your Results data.

Auto-excluded participants

Auto-excluded participants show:
- In the Participants List in red, with a line through them
- As Complete (Auto-Excluded) in the Status column
Auto-excluded participants do not impact your credit balance.
What's in it for you?
- Complete, usable data without wading through incomplete results
- Less time cleaning data means more time reviewing data

Exclude participants

Go to the Results section of your study.
Click Participants List in the left menu.
Click the box next to the UZID of the participant(s) to exclude.
In the Actions drop-down, select Exclude.
Click Apply.
In the Exclude Participants pop-up, confirm by clicking Exclude.

Include participants

Go to the Results section of your study.
Click Participants List in the left menu.
Click the box next to the UZID of the participant(s) to exclude.
In the Actions drop-down, select Include.
Click Apply.
In the Include Participants pop-up, confirm by clicking Include.

FAQs

What if I’m recruiting my own participants?

If you’re recruiting your own participants, and some of them have been automatically excluded, you can choose to include these participants.

What if I’m using an external Panel?

If you’ve used an external Panel company to recruit your participants, and some were automatically excluded, you will see them crossed out in red in the Participants List. You can choose to include these participants or share the Panel ID with your provider for replacement participants.


Want to learn more? Check out these Knowledge Base articles... View participant videos Recruit participants using an external panel vendor	Interested in growing your skills? Check out our University courses... Jumpstart On-Demand for UserZoom Participant recruitment and screener tips

Need hands-on training? Find a live, virtual class that fits your needs. Enroll in one of our UserZoom certification programs.	Can't find your answer? Reach out to Support or our Professional Services team.