Creating a study in Ethnio ➕

To create a new study, head to to Studies and click “Create Study” You can start fresh with a blank study, clone from an existing study, or pick a saved template. Templates help standardize processes across your research team.

1️⃣ Choose the type of study

Start fresh with a blank study, clone from an existing study, or pick a saved template. Templates help standardize processes across your research team.

So this is the list of all the study types:

• 💬 1:1 Interviews – Schedule interviews with participants, typically moderated, and can be remote or in-person
• 👥 Focus Group – Up to 10 participants per group interview, with up to 4 concurrent sessions
• 🏢 Event – Get insights from events (e.g., workshops, panel discussions for all hands, empathy challenges, etc.)
• 💲 Compensation Only – Pay via Ethnio or track external payments
• 📋 Legacy Screener – Converted from an existing screener
• 📊 Survey – Using an external survey tool like Qualtrics or using Ethnio
• 📓 Diary Study – Using an external tool like dScout, but optionally including interviews scheduled in Ethnio
• 🖱️ Unmoderated Exercise – Card sorting, automated research tools, all done outside Ethnio
• 🧪 Beta Feature Testing – Using an external platform or tool, but optionally including interviews scheduled in Ethnio
• 📑 Other

2️⃣ Study plan

Start setting up the key elements of your study depending on your workflow. Big items here:

• 🔎 Screener: Will it be in Ethnio or another tool. Is it needed?
• 📝 Consent: Integrate Ethnio, DocuSign, or Adobe Sign for legal agreements.
• 💳 Incentives: Manage participant payouts directly or externally.
• 📅 Scheduling: Automate invites, reminders, and calendar integrations.
• 🌐 Localization: Support for multilingual studies beyond English.

3️⃣ Verify your brand for the design of your study

Head to study > design to verify the correct brand is selected. This will update your study link, intercept, scheduling pages, etc with the right styles.

4️⃣ Funnel & workflow management 📈 

• Switch to the Kanban view for visual drag-and-drop management of study statuses (Draft → Open → Closed).
• Visually track and optimize participant flow at each stage.

5️⃣ Publish

• Choose your publishing method:
  • 🌐 Intercept: Either Web or App - use a global JS snippet with targeted URLs.
  • 🔗 Study Link: Distribute a branded subdomain link

7️⃣ Invite

For Enterprise customers, Study Invite can be part of your study and do the following:

• Efficiently send batch invites directly within your study.
• Personalize invitations with dynamic tokens (e.g., study name, incentive details).

✅ Why it matters

Ethnio’s comprehensive Studies interface integrates research ops, participant management, scheduling, incentives, and branding into a cohesive workflow. With easy-to-use templates, personalized invites, and funnel-style tracking, managing your research becomes seamless and intuitive.

Last Pro Tip: Quickly navigate to other studies using Smart Search (Mac: ⌘ K; Windows: Ctrl K).