Requirements for Production Credentials

Before your integration can move from Staging to Production, please complete the following steps:

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 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:
  • List screener responses
  • Qualify participant
  • Invite participant
  • Mark as attended
  • Mark as rejected
  • Report participant
    For full endpoint details, see the Screener Response Handling section of our reference.
• Messaging: Send and receive messages between researchers and participants via our Messaging API. For full endpoint details, see the Messaging section of our reference.

Once these flows are validated, you’ll be cleared for Production credentials.

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.

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Important: Default Pause on Production Projects

All newly created production projects will be paused by default for internal testing. You will need to request [email protected] to have this removed from your integration once ready.

Questions? Reach out to your Respondent partner or email [email protected]