Terapage's Participant Onboarding Features

Terapage offers researchers complete flexibility to design a registration process tailored to their study’s needs. Participants can create personalised profiles by completing custom fields that capture demographic information, preferences, or any other relevant data. This ensures that researchers can segment participants effectively and create more targeted activities. The platform’s user-friendly registration system simplifies the process, helping participants feel confident and ready to begin.

Participants are guided through a step-by-step onboarding process that ensures they have a clear understanding of the platform and their tasks. Tutorials, video introductions, or tooltips can be incorporated to familiarise participants with the platform’s features. By reducing confusion and building confidence, this guided experience ensures that participants can focus on the research activities without technical distractions.

To ensure participants are fully prepared, Terapage provides the ability to share pre-study materials, such as FAQs, instructional videos, or study guides. These resources are accessible directly from the onboarding portal, ensuring participants can review expectations and familiarise themselves with the study requirements at their own pace. This proactive approach minimises confusion and maximises participant readiness.

Researchers can monitor the onboarding process through a dedicated dashboard that provides real-time insights into participant activity. Track who has registered, completed their profiles, or accepted consent terms, and identify any bottlenecks in the process. This feature allows researchers to follow up with participants who may need assistance, ensuring a smooth and complete onboarding experience.