How To Use ProofPilot

Need an Overview? Start Here.

Browse By Support Category

  • All
  • Activation and Expiration Rules
  • Billing
  • Billing and Payment
  • Contracting
  • Data
  • Deploy & Launch Studies
  • Getting Started
  • Informed Consent
  • IRB Guide
  • Join & Recruit Setup
  • Participant Help
  • Proposals
  • Randomization & Arm Assignment
  • Recruitment
  • Rewards
  • Study Design
  • Study Tasks
  • Study Templates

Advanced Technique: Uninterrupted Participant Flow of Unequal Experiences Across Arms

The grouping feature allows you to create uninterrupted task flows to the participant. Grouping was created for situations where tasks were the same across arms. But that’s not always the case. What happens if you have a situation where you have slightly different task experiences across arms, but they are close enough that you still want to …

Advanced Technique: Uninterrupted Participant Flow of Unequal Experiences Across ArmsRead More »

Difference between Timing “Offsets” and “Completed by” in Rules

ProofPilot allows you to design rules based on various timing options. For example, it’s quite likely you’ll want to design studies that delay a follow-up task a certain amount of time after a prior task. you can do so using an activation rule like so: But what happens if you want to activate a task …

Difference between Timing “Offsets” and “Completed by” in RulesRead More »

What is a Study Task Template?

The basic element of every ProofPilot study is the study task.  Each study task is one element of a study. Studies are a series of study tasks ordered and automated by task activation and expiration criteria and organized into different study arms. A study task template is a predefined set of functionality and content that gets …

What is a Study Task Template?Read More »

Study Design Flow Bookmarks

You can make notes or bookmarks in the lefthand most column of your study design to help create queues in relatively long studies. This may be helpful for identifying things like a “study midpoint” or specific points in a study that you want to come back to and edit in the future. Bookmarks do not …

Study Design Flow BookmarksRead More »

Does ProofPilot Support Matrix Question Types? Why not?

No. ProofPilot does not provide matrix questionnaire functionality. Why? Because it creates a poor experience on a mobile device and does not provide the appropriate flexibility for non-visual user interface experiences (like Chat/SMS and voice) which ProofPilot, among with many participants, is moving towards Today. a significant percentage of users engage with ProofPilot studies on a …

Does ProofPilot Support Matrix Question Types? Why not?Read More »

Can ProofPilot Present a PDF as a Study Task to a Participant?

Yes, if the PDF has an online URL, ProofPilot can present that PDF to a participant as an interventional “online activity”. However, we would suggest that you avoid using PDF documents. The ProofPilot’s user experience adapts to participants screen size, and language. The PDF document has some limitations when switching between all the different interaction points …

Can ProofPilot Present a PDF as a Study Task to a Participant?Read More »