Feature · Ecological momentary assessmentUpdated October 6, 2026

Ecological momentary assessment software for repeated in-the-moment surveys

EMA only works if people answer close to the moment. Capture sends short phone-browser surveys on a schedule, reminds participants by email or SMS, closes entries with completion windows and shows you who is falling behind, with no app to install.

  • Reminder ladder, quiet hours
  • Completion windows
  • QR code enrolment, no app

Free sandbox · No credit card · 21 CFR Part 11 aligned

1

When due

18:00

Your evening diary is open

2

Next day

18:00

Reminder: your diary is still open

3

Final notice

21:30

Last chance before the window closes

Quiet hours

22:00 to 08:00 in the participant's time zone

Stops

As soon as the task is completed

What EMA needs from software

  • Short, repeatable surveys: 10 question types, including sliders, linear scales, single and multiple choice, time and date, so a prompt takes about a minute.
  • Prompts that reach people: email or SMS with a secure link that opens in the phone browser, with no app and no password.
  • A reminder ladder that stops itself: up to three reminders per task (when due, the next day, a final notice before the window closes), no messages in quiet hours in the participant's own time zone and a daily message cap.
  • Completion windows that decide what happens to a late entry: soft, hard, warning-only or auto-close with the entry marked missed.
  • Easy enrolment: QR codes on posters, leaflets or in a lab, site-specific or study-specific.

The method

What ecological momentary assessment is, and why timing is the data

Ecological momentary assessment (EMA), also called experience sampling, asks people to report what they feel, do or experience in daily life, close to the moment it happens, repeatedly over days or weeks. The aim is to reduce recall bias and to see variation within a person: mood across a day, pain after activity, craving before a lapse, stress before an exam. The unit of analysis is the prompt, so a missed or late prompt is not a small gap; it is a missing observation, and entries filled in from memory hours later weaken exactly what the method is for.

That makes three software properties matter more than a polished interface. Prompts must arrive reliably and not at night. Late entries must be handled by a rule you chose in advance, not by whoever opens the questionnaire next. And you must be able to see compliance while the study is running, not in the analysis. The same properties protect diary endpoints in clinical trials, which is why EMA studies fit an ePRO platform well. See ePRO software for clinical trials for the wider feature set.

EMA, diaries and one-off questionnaires

A one-off questionnaire collects a single retrospective report. A diary usually collects one entry a day. EMA collects short entries more often and nearer the moment. Capture's scheduling, windows and reminders serve all three; the practical difference is how short each task must be and how tight the window. See patient diary software for the daily-diary case.

Day 25Target: day 28Day 31

Window -3 / +3 days around the anchored target date

Soft window

Stays available with a protocol deviation flag

Hard window

Locks outside the window

Warning only

Stays available with a warning

Auto-close

Marked missed when the window closes

Timing control

Windows turn "answer when you can" into valid momentary data

Choose, per task, how strictly a window is enforced. A hard window stops people from back-filling a day of prompts in the evening. A softer one suits less critical items. Auto-close marks an unanswered entry as missed, so your dataset records a missing observation instead of a late guess.

  • Soft, hard, warning-only or auto-close per task.
  • Missed entries are marked, not silently absent.
  • The same rules apply to every participant.
Reminders by SMS and email
Day 25Target: day 28Day 31

Window -3 / +3 days around the anchored target date

Soft window

Stays available with a protocol deviation flag

Hard window

Locks outside the window

Warning only

Stays available with a warning

Auto-close

Marked missed when the window closes

Design choices

EMA design decisions and what to set in Capture

DecisionTypical optionsWhere it lives in Capture
Prompt lengthA handful of items, about a minuteShort form from the 10 question types; skip logic to shorten on easy days
How answers are givenSliders, scales, choices, free textSlider, linear scale, single and multiple choice, dropdown, numeric, text, long text, date, time
Reminder rhythmPrompt, one nudge, last callReminder ladder: when due, next day, before the window closes
Late entriesAllow, warn or rejectWindow mode: soft, hard, warning-only, auto-close
Night-time messagesNoneQuiet hours in the participant's own time zone
RecruitmentPosters, clinic, onlineQR codes, site-specific or study-specific
MonitoringWeekly compliance checkCompliance by study, country and site; at-risk participants and overdue tasks

Enrol yourself as a test participant

Build a short EMA form in the free sandbox, scan the QR code and receive your own reminders. No credit card.

Build an EMA study free

Good practice

Running an EMA study that people keep answering

Participation fatigue is the main threat. Keep each prompt to the items you will actually analyse, ask people to rate the moment rather than the day, and use skip logic so a "no symptoms" answer ends the form early. Pilot with a few colleagues first: if they find the schedule intrusive, participants will too. The free sandbox is the right place to find that out, because you can enrol yourself and see how the reminder ladder feels on a real phone.

Agree the message rhythm at consent. People accept prompts more readily when they were told what to expect, and quiet hours should match their sleep, not your working day. The pre-screening consent template and the ePRO enrollment consent template are useful starting points for your ethics submission.

Review compliance weekly. Capture flags at-risk participants and overdue tasks, so a short human check-in can happen before a participant drifts away. For a first look at mood and fatigue designs, the mood tracker, sleep diary and fatigue log templates show the structure of a short repeated form. These are templates for building your own questionnaire; if you add a published scale, check the rights holder's licence terms yourself.

After collection

Getting EMA data ready for multilevel analysis

EMA data are nested: many prompts within each participant. The export gives one row per submission in wide format with an automatic data dictionary, so each prompt is a row you can load into the multilevel or mixed-model software you already use. Decide before you start how a missed entry should appear in the analysis. With auto-close windows the entry is marked missed rather than absent, which makes compliance rates straightforward to compute per participant and per day.

Plan the compliance threshold in advance as well. Many studies set a minimum share of answered prompts for a participant to enter the analysis, and report overall compliance in the methods. Capture shows compliance by study, country and site while the study is running, so you can see whether a threshold is realistic early enough to change the schedule, rather than discovering it at the end. Date and time fields on each entry let you examine time-of-day patterns, and you can filter exports by date range for interim looks.

For studies that combine EMA with clinic visits, keep the repeated surveys and the visit forms in one study so identifiers line up. See ePRO for patient-reported outcome studies for how repeated questionnaires and visit assessments sit side by side.

The difference

EMA with ad hoc tools vs a purpose-built ePRO setup

Reminders
Manual messages from the research team
Reminder ladder that stops when the task is done
Late entries
Accepted whenever submitted
Window mode you chose in advance
Night messages
Depends on who sends them
Quiet hours in the participant's own time zone
Compliance view
Counted at the end
Live by study, country and site
Enrolment
Emailed links and spreadsheets
QR code to a landing page

Setup

EMA study setup checklist

Sampling plan

Number and timing of prompts per day, and study length.

Prompt content

Only items you will analyse, built from the 10 question types.

Window mode

Hard for momentary items, softer for end-of-day items.

Reminder and quiet hours

Agreed with participants at consent.

Enrolment route

QR code on posters or leaflets, with ethics approval for the wording.

Compliance review

Weekly check of at-risk participants.

Schedule tested

Confirm in the sandbox that your sampling schedule fits before going live.

FAQ

Questions teams ask before they switch

Something not covered here? Ask us directly.

Do participants need to install an app?

No. Reminders carry a secure link that opens the survey in the phone browser, and QR enrolment also opens in the browser.

What does a participant receive?

Up to three reminders per task: when it is due, the next day, and a final notice before the window closes. Reminders stop as soon as the task is done.

Can I stop prompts arriving at night?

Yes. Reminders respect quiet hours in each participant's own time zone, and a daily message cap applies.

What happens to late answers?

You choose per task: soft, hard, warning-only or auto-close, where an unanswered entry is marked missed.

Which question types are available?

Ten: short text, numeric, linear scale, slider, single choice, multiple choice, dropdown, date, time and long text.

Can I see compliance during the study?

Yes. Compliance is shown by study, country and site, with at-risk participants and overdue tasks flagged.

Can I combine EMA with a wearable?

The study team can enable a device connection per study, and participants connect their own account through the vendor's sign-in. Oura is the device we name. Confirm the device you need before you plan around it.

Can I test it before I commit?

Yes. The free sandbox has every feature, no credit card and no time limit; you pay only when you go live with real participants.

Capture the moment, not the memory

Scheduled surveys, reminders and windows. Free sandbox.

Build an EMA study free