Search
Welcome to our Connect Researcher Knowledgebase
Search for answers to your questions about CloudResearch Connect by entering keywords below, or look through our knowledge base.
General
Enterprise
- Funding Wallets with Purchase Orders
- Managing Multiple Wallets
- Requesting Funds from the Organizational Wallet
- Personal vs. Organizational Teams
- Organization-Level History
- Organization-Level Reporting
Account Management and Funding
- How to Generate an Invoice for a Study in Connect
- Refunds
- Sign up for Connect
- Manage Your Account
- How do I Fund my Connect Account?
- How do I Get a Receipt or Invoice After I Have Funded my Account?
Project Set Up and Management
- How to Set Up Completion Branches with Qualtrics
- Waves for Longitudinal Studies
- Setting Up a Project
- Setting Up a Non-Survey Project (for AI Training)
- Basic Information
- Project Link
Participant Management
- Participant Targeting
- Create a Participant Group
- What is the Universal Block List?
- Manage Participants
- How Do I Message Participants?
- How Are Participants Notified About my Project?
Advanced Methods and Targeting
- Attention Checks and Other Data Quality Methods
- Conducting Non-Interactive Dyadic Studies
- Tips for Setting Up a Video Interview Study
- Tips for Conducting Interactive Studies
- Targeting Niche Populations
- Longitudinal Projects
Collaboration and Team Management
- What are Collaboration Tools?
- How Do I Create a Team for Collaboration?
- How Do I Set Permissions on my Team Projects?
- How Can I Make Someone an Editor of a Teams Project?
- How Can I Exclude Participants from a Collaborator's Past Project in a New Teams Project?
- How Can a Team Member Transfer Funds From Their Connect Account to the Team?