Inclivio Documentation

Projects

Creating new projects, adding schedules, managing participants, and collaborating with other researchers.

Schedules

Learn about the different types of schedules, how to create schedules, schedule-level parameters, and other important information.

Enrolling Participants

Learn about the different ways to enroll participants in your study, and how to streamline the process of enrollment during your baseline study visit.

Survey parameters

Learn about the data that Inclivio sends with each survey, how to add custom data for your participants, and how to set this up on Qualtrics® and REDCap®.

Tracking Survey Completion

Learn how to use Inclivio's Survey Completion API to track when your participants complete their surveys and keep track of how many surveys each participant completes.

Custom Survey Parameters

Learn how to use Inclivio's Custom Survey Parameters API to add, update, and remove participant-level survey parameters. This API allows you to carry forward responses from one survey to the next.

Dynamic Schedule (De)Activation

Learn how to use Inclivio's Schedule Activation API to dynamically activate and deactivate schedules within your survey flow based on participant responses.

Email Triggering

Learn how to use Inclivio's Email API to send emails to yourself, your participants, and your collaborators within your survey flow.

Billing

Learn how to link a payment method to your project, access invoices, and view detailed billing information.

Anonymous Projects

Learn how to create projects wherein participant identifiers are kept hidden from the research team.