Studies Beta ✨

If you have early access to Studies in Ethnio, you'll see it's designed to make managing your research projects easier by centralizing all participant data and tasks into one place. Want to try the beta? Drop us a line at help@ethn.io. The new version has a ton of new features, but here are the highlights:


Stages 🗂ī¸

Customize a new way of viewing and organizing studies

You can use a new Kanban board to sort all of your studies into stages you define, assigning custom names and colors.



Study Types 🏷ī¸

Choose from 8 new study types for each study or template.

1:1 Interviews, Diary Studies, Unmoderated exercises, events, and more



Brands 🎨

Centralized brands that control default styles for screeners, study links, pool emails, and more

From home > brands, setup default brand styles, subdomains for study links, multiple brands, and more


Kanban view 📊

View studies by stage in cards

To visualize the entire ecosystem of studies across all stages



Study Plan 📊

Setup key elements of what to include in your study and customize your workflow

Whether you're creating a template for your team or a single study, setting up the right elements to include in your study will save you a ton of time:


  • Screener - Ask screening questions before scheduling
  • Consent - Ethnio form, DocuSign, Adobe Sign
  • Incentives - Pay participants via Ethnio or externally
  • Scheduling - Create sessions with calendar invites, SMS, etc
  • Upload Participants - New From XLSX, CSV, or G Sheet
  • Study Invite - Email participants from Pool without leaving a study
  • Group communication - Select roles from groups to email or CC
  • Localization - Any language other than US English or multiple languages.




Study invites ✉ī¸

Never leave a study to send a mass invite to Pool audiences, and save content per invite not per pool template

This is identical to Pool distributions, but with the added benefit of existing inside a study for personalization and tracking. This means you can compose a draft using existing Pool email templates, and save an audience using Pool filters, sources, and segments. This will only be saved inside a study. Some other benefits:


✅ Buttons and links always set to the right study. Impossible to have a missing or wrong button.

đŸšĒ Never leave your study to send mass emails, with identical functionality to pool distribution

🚀 Faster than sending a pool distribution (2 clicks vs 9+ clicks)

💾 Content saved inside a study instead of over-writing Pool email templates

💅 10+ New personalization options by study (see below)

🔀 Same batches, random subsets, and high email limits



Study personalization 💅

Show participants dozens of new personalization items per study

You can now add all of the following personalization to potential participants to cut down on creating email templates. Instead populate everything from the study description to study name to incentive amount up front. Some of the new fields:

  • Study description
  • Incentive amount
  • Interview duration
  • Location type
  • Location
  • Study type
  • Study name
  • Study start date
  • Study end date
  • Facilitator name
  • Study lead first name
  • Study lead full name


Study links

Publishing method is saved per study using your brand subdomain

If you send screener links to participants, they now are officially setup as study links. Legacy screeners can continue using the exact same links, which will never expire, but new study links contain the same 6 digit Study ID as inside the application.



Smart search ⚡ī¸

Command + K gets you to a study AND the sub-item in seconds

Anywhere in Ethnio, now you can hit Cmd+K on MacOS or Ctrl+K and type study name or ID, then the right arrow or click Shortcuts, and the type the nav item inside a study like "calendar"



Study metadata 📊

Optional fields to track in reporting over time

Add study descriptions that work with new personalization for participants, or internal POCs and requesters



Bulk study edit 🔧

Bulk select and edit studies, changing their stage, lead, and more.

You can now bulk edit studies from either table or Kanban view



Global Activation Code 🌐

For web intercepts, switch to a new single JavaScript snippet and use URL targeting on individual studies

This removes the need for swapping JS IDs in most cases



Backwards Compatible ↩ī¸

If you've been using Screeners in Ethnio, you can change back and forth between Studies and Screeners

For existing Ethnio customers, when trying out studies for the first time, all your screeners will be moved to studies. This is non-destructive, so you can exit the Studies Beta and everything will be unchanged. You can even have different team members using Studies and others using Screeners.

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