Sending consent to participants who are already confirmed ☑️
Consent in Ethnio is normally collected during scheduling, before someone confirms. Here's how that works and how to get consent to people who are already confirmed.
How consent works in scheduling 📋
Participants complete required consent before they confirm a scheduled interview. Set up your consent form from Home › Consent. In your study, go to Scheduling › Pages and toggle on Require Consent from Participants, then pick your consent page. This requires Invite before confirming, which you enable from Scheduling › Quick Settings.
Keep in mind that if someone already has a completed signature on the required consent form, they aren't asked to sign it again during scheduling.
When you're testing the flow, use a new email address each time, and check Home › Consent › Activity to see which signatures already exist.
Getting consent to already-confirmed participants ✅
Sometimes, you already have confirmed participants, and need to send them consent through the study link or your e-sign tool.
Using the study › editor:
- Drag a central consent form into the study after the name and email fields. This can save signed consent.
- If your consent form does NOT have a signature block, also add a name question and email question above/before the consent form
Then send via study invite or from Pool (Enterprise-only):
- In study plan > key elements, turn on Study Invite and then head there and select from Audience the participants you want to send this study to gather consent
- Alternatively, go to Pool and select the participants you want consent from and email them the study
Consent reminders in scheduling
A couple of things to keep in mind: scheduling reminders are timed relative to each participant's session, so they aren't a way to send consent on demand. There is also no standalone consent form link or consent link personalization variable to paste into an email of your own.
Still need help?
Contact us at help@ethn.io and we'll walk through your specific flow.