Key Elements 🗝️

The Key Elements section is the heart of your Study Plan, defining essential details like the type of research, location, moderation style, and duration. Most importantly, this is where you select features to include in your study, shaping how your research experience looks in Ethnio.

📌 What are the key elements?

These are the core components of your study:

• Study type (e.g., 1:1 Interviews, Survey, Focus Group, etc.)
• Stage (New, In Progress, Completed, etc.)
• Facilitation (Moderated or Unmoderated)
• Location type (In-person, Remote, or Field)
• Publishing method (Intercept, Study Link, or Both)

The power of "Include in this study" 💪

This section lets you customize exactly what you need for each study. Check off items to include tools and features, and you'll see these automatically added to your left navigation. For example:

• Screener – Ask participants questions before scheduling
• Consent – Manage participant consent forms
• Incentives – Handle participant payments
• Scheduling – Organize your calendar invites and sessions
• Localization – Support for multiple languages
• Upload Participants – via XLSX, G Sheet, or CSV (Enterprise only)
• Study Invite – Email segments of your participant pool (Enterprise only)
• Group Communication – Manage email groups easily (Enterprise only)

Special note about study type

There can be changes to what's included in your study based on the study type you select. For instance:

• Compensation Only: Simplifies to primarily managing Incentives.
• 1:1 Interviews: Typically includes Screener, Consent, Scheduling, Incentives, and more.

Choosing fewer elements streamlines your experience, while selecting more provides greater functionality and flexibility. You control the complexity based on your needs!