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Candidate Eligibility Settings

Billy Dowell Updated by Billy Dowell

Candidate Eligibility Settings

Eligibility settings are universal rules that apply to your whole database.

Only users with Admin level permissions can change the eligibility settings.

How do I edit the eligibility settings?

  1. Navigate to your account settings.
  2. Select Eligibility settings.
  3. Make any changes, using the steps below, and click Update.
Candidate eligibility settings

Reduce Overcontacting

  • Set the maximum number of times a person can be contacted over a period of time. **
  • The interval drop-down includes day, week, month, year.

Reduce Unresponsive Candidates

  • Determine if you would like unresponsive candidates to receive fewer opportunities to participate in studies.
  • Type in the number of months you would like to exclude from outreach if they do not respond to a set percentage of your outreach. **

Reduce Overpolling

  • Limit the frequency a person can participate in a study. This will increase variety in your participant pools. ** 

Reduce No Shows

  • Limit potential participants that no-show your sessions. You can temporarily ban someone or block them indefinitely.
  • The interval drop-down includes 1 month, 2 months, 6 months, 1 year, and indefinitely.
** Numbers must be used. No special characters or text

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