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Automate your research, from consent to follow-up

A quick guide to using QuestionPro Workflows to run academic studies with less manual admin.

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QuestionPro Workflows is the automation layer built into the platform: when something happens in your survey, a workflow does the next step for you. For academic research, that means consistent protocols, less manual coordination, and studies that keep running while you focus on the science.

This guide covers the six workflows academic teams use most: what each one does, the features behind it, and how to get your first version running. For step-by-step instructions on any feature below, search the QuestionPro Help Center.

Six workflows academic teams use most

1

Consent and follow-up routing

What it is

Automatically move consenting participants into the next stage of your study, whether that's an interview pool, a second survey, or a debrief email.

Key features

Consent question branching, contact list actions, automated email actions, custom variables to tag consent status.

Quick-start

Add a consent question, create a workflow that adds consenting respondents to a contact list, and attach an email action that sends them scheduling or next-step details.

2

Reminders and longitudinal waves

What it is

Scheduled invitations and reminder sequences that keep multi-wave, diary, and panel studies on track without manual sends.

Key features

Scheduled email invitations, automatic reminders for non-responders, recurring sends for repeated waves, response tracking by participant.

Quick-start

Load your sample into a contact list, schedule each wave's invitation, and switch on reminders so non-responders get a nudge automatically.

3

Response-triggered alerts

What it is

Real-time notifications when a response meets conditions you define, from distress indicators to data quality flags and quota milestones.

Key features

Conditional triggers on any answer, email notifications to the research team, completion alerts, quota threshold notifications.

Quick-start

Define the condition that matters, choose who gets alerted, and test with a preview response before your study goes live.

4

Screening and quota automation

What it is

Route eligible participants in, screen ineligible ones out, and stop collection the moment your sample is full.

Key features

Screening logic with automatic disqualification, response quotas per condition or demographic, quota-full redirects, custom exit pages.

Quick-start

Set your eligibility questions up front, add quotas for each group you need, and point disqualified participants to a polite exit page.

5

Data routing and secure storage

What it is

Send responses where they need to go as they arrive, instead of exporting everything by hand at the end of collection.

Key features

Automated exports, integrations and API access, webhooks to connected systems, custom variables carried with every record.

Quick-start

Connect your destination, map the fields your analysis needs, and run one test response end to end before launch.

6

Completion and incentives

What it is

Close the loop with participants automatically: confirmations, thank-you emails, and redirects to incentive or debrief pages.

Key features

Completion-triggered emails, custom end-of-survey redirects, debrief page display, completion tracking in contact lists.

Quick-start

Attach a thank-you email action to survey completion and set your end-of-survey redirect to the debrief or incentive page.

Not sure which workflow fits your study?

Walk us through your research design and we'll show you exactly what to automate, usually in under 30 minutes.

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