Let participants sign up with a link or QR code

1. 1

   Open Settings > General > Modules and switch on Participant self-enrollment (ePRO).

2. 2

   Under Who can add participants, choose Participants only or Participants and site staff.

3. 3

   Choose what happens After self-enrollment, for example the site does screening and randomization.

1. 1

   Open Settings > Participant Portal > Enrolment & consent > Enrollment links & QR codes.

2. 2

   On Direct, copy the Enrollment Link or download the QR code as PNG or SVG.

3. 3

   On Sites, use a site's own link or QR code: participants who use it join that site and see its contact details.

4. 4

   Click Preview Participant Portal to see the journey as a participant.

The Overview tab shows how many people clicked, consented and enrolled, by site. Participants follow the journey welcome page, participant information, eConsent and screening questions (what participants see).

In Settings > Recruitment, click Create Landing Page to build a public page that collects interest, with optional pre-screening questions. Each page has Copy URL and a printable QR code, and counts views and submissions. People who qualify go on to the study sign-up page.