Participant samples

Participant samples are lists of people you reuse when sending study invitations by email. Manage them from the Participants page in the app (/participants), documented here as part of Distribution.

Participants page tabs

Tab	Purpose
Participant Samples	Create and manage cohorts for email sendouts
All Participants	Searchable roster across samples
Survey Participants	Pick a survey → see who responded
Test Participants	Pick a usability test → see session participants

This guide focuses on samples for distribution. Per-study participation views help you track who completed after you invite them.

Create a sample

Open Participants in the left sidebar → Participant Samples tab.
Click to create a new sample with a name and description.
Import CSV or add participants manually.

CSV import

Upload a CSV file; FromUsers maps columns to participant fields (email, name, etc.). Extra columns can feed variables or segmentation in logic.

Use a sample in email distribution

Open a study → Distribute → Email tab.
On the Recipients step, choose your participant sample instead of entering addresses one by one.
Complete compose and review → send.

See Sending studies via email.

Invites and reminders

From Participants, you can:

Check eligibility before inviting someone to a study
Invite a sample (or individuals) to a specific survey or usability test
Send reminders to people who have not yet completed

Link samples to studies

Associate samples with studies to track who was invited and who finished — useful alongside Message tracker open/click data.

Privacy

Store only data you have lawful basis to process.
Document retention in your privacy policy.
Export or delete participant data per your compliance process.