1. Staging Implementation Review
Provide a comprehensive demo of your integration in our Staging environment, covering the following mandatory flows:-
Project Setup: Create and publish projects (including screener questions) via the API. For full endpoint details, see the Core Setup section of our reference.
- For moderated studies, a scheduling and messaging mechanism must be in place.
- Screener Response Handling: Retrieve and review screener responses, invite qualified participants to studies, and update participant status via these required actions: For full endpoint details, see the Screener Response Handling section of our reference.
2. Execute the API Partner Master Services Agreement (MSA)
- Review and sign the MSA to formalize our partnership and credits
- Return the fully executed document to our Sales team.
3. Production Organization & Team Setup
- Create a Production researcher organization and a dedicated team for API projects on Respondent.
- The email address of the organization owner will also be used to receive transactional emails. Please ensure this address is a shared inbox capable of handling high-volume traffic.
- Share with us the organization_id, team_id and the owner’s email for us to fund the account with incentives and recruiting fee credits appropriate for the volume of recruiting you intend to conduct.