Consent
Clear, readable consent that explains purpose, voluntary nature, and how responses will be used and stored.
A Phase 1 qualitative survey helps researchers screen participants, surface initial patterns, and reduce sampling bias before deeper qualitative work. It supports transparent documentation of participant characteristics and early findings that guide protocol adjustments and resource allocation.
Responses inform selection for Phase 2 interviews or focus groups and provide an auditable trail of early participant data.
Clear, readable consent that explains purpose, voluntary nature, and how responses will be used and stored.
Structured items for age range, location, and relevant attributes to support purposive sampling and subgroup analysis.
Binary or short-choice items to determine eligibility quickly and route respondents appropriately.
Two to five targeted open-ended questions to surface motivations, pain points, and context.
Capture timestamps, device type, and respondent ID to support data integrity and follow-up.
CSV or spreadsheet export with respondent IDs and raw text fields for thematic coding.
| Field | Configuration |
|---|---|
| Consent Field | Required; must block progression if consent not given |
| Eligibility Branching | Conditional routing to screen out ineligible respondents |
| Open Text Export | Enable CSV/UTF-8 export for qualitative coding |
| Metadata Capture | Record timestamp, IP, and device type automatically |
Ensure the chosen platform supports your privacy requirements and can produce auditable exports for coding and IRB documentation.
Typically 1–4 weeks depending on sample size and channels used.
Set a clear cutoff date to standardize dataset completeness.
Export raw responses weekly during active recruitment for quality checks.
Follow institutional IRB timelines for amendments and adverse event reporting.
Send Phase 2 invitations within 1–3 weeks after dataset lock for cohesion.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
A clinic used a short Phase 1 survey to screen patients for usability interviews
A university distributed a Phase 1 survey for course redesign to gather early feedback