Learn about the two types of study links for Moderated studies. Links take participants to different places based on how the study is set up.
✅ Plan Availability: All Plans
👥 User roles: Owner, Admins, Researchers, and Collaborators
For more information, see our article on how to find your plan and user role.
On this page:
Study Links button
- The Study Links button is available in both the header and on the Monitor page of your study.
- When clicked, a window appears with both Participant and For you and your teammates links.
- Every segment has its own dedicated pair of links.
- Links to access the screener/scheduler or the session directly are also available on the Participants page (at the segment level).
- Collaborators can only access the link intended for Moderators, Notetakers, and Observers.
Participant link
Study links for your participants are found on the Recruitment tab or by clicking the Study Links button in the header or on the Monitor page.
With scheduling
- Screener and Scheduler link
- The Screener and Scheduler link takes participants to the Screener (if there is one) and then to the Scheduler.
- When the participant confirms their slot they get:
- An email asking them to walk through the Tech Check.
- After passing the Tech Check, they receive a confirmation email with a link to join the session.
- Session link
- The Session link takes participants to the session directly.
- It bypasses the Screener (if there is one) and the Scheduler.
- For studies created before April 22, 2021:
- There is no Session link.
- Use the Start Unscheduled Session option.
Without scheduling
- The Session link takes participants to the session directly.
- Make sure that the date and time for each participant don't overlap.
- If a participant joins while another session is in progress, they will remain in the Waiting Room.
- The Moderator can invite them to the session after the first participant leaves the session.
For you and your teammates link
- The For you and your teammates link is found by clicking the Study Links button in the header or on the Monitor page.
- Use the same link for all sessions of that study across all segments.
- The user has to choose a collaborator role:
- Moderator (UserZoom access required)
- Notetaker (UserZoom access required)
- Observer (Login not required)
- Observers remain in the waiting room and join the session automatically when the moderator lets the participant in.
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