Skip to main content
Candidate eligibility rules let Admins set universal criteria that determine who qualifies for study invitations. Eligibility rules help you maintain research quality and avoid over-recruiting the same people, and they apply automatically across every study in your account.
Any account member can view eligibility settings. Only Admins can create, edit, or delete rules.

​
The five default rules

Every account comes with five default eligibility rules:
  • Study invitation limit — flags candidates who’ve received more than 2 invitations in a rolling month.
  • Invite responsiveness — flags candidates whose response rate falls below 50% over a rolling 6 months.
  • Study participation limit — flags candidates with a participation rate above 20%.
  • Interview no-show limit — flags a candidate after any single no-show, with no expiration. This is the strictest default rule.
  • Candidate consent — flags candidates who have explicitly opted out.
These rules work together to reduce repeat invitations to unresponsive participants, maintain consent compliance, and improve show-up rates. Each threshold is adjustable.

​
Where to find eligibility settings

Go to Account Settings → Governance → Candidate Eligibility.

​
Creating a rule

  1. Click + Create rule.
  2. Enter a title and a description.
  3. Add the criteria that define which candidates are ineligible.
  4. Add a short label to display in the Eligibility column.
  5. Save.

​
Choosing a timeframe

Criteria that count activity over a period (such as invitations sent or responses received) include a timeframe dropdown. Pick one of the presets, or select Custom to set your own interval. Selecting Custom reveals a day-count input that accepts any whole number from 1 to 9999. Use this when a preset doesn’t fit. For example, set a 45-day gap between contacts when one month is too short and two months is too long. Values outside the 1–9999 range are clamped to the nearest bound, and Apply is blocked with a Required message if the field is empty.
If you’ve already set a custom timeframe through the API, the dropdown auto-detects it and pre-fills the day-count field when you open the rule.
You can have a maximum of 6 rules in total, including the five defaults.

​
Managing rules

From the Candidate Eligibility page, Admins can:
  • Edit a rule using the pencil icon.
  • Delete a rule using the trash can icon.
Changes apply immediately across all studies, and candidate eligibility updates in real time.

​
Seeing why a candidate is affected

Candidates who match a rule are marked as the label that is set or if they are impacted by more than one rule, they will be marked as Ineligible. To see exactly which rules are affecting someone, hover over the eligibility label on the Candidates page or within a study’s Participants tab.
When more than one rule applies to a candidate, the system automatically marks them as Ineligible.

​
Troubleshooting

Still need help? Contact us at support@greatquestion.co — median response time is 19 minutes during support hours.