Events will have one participant group by default, but you may have multiple participant groups. Each group has a number of participants and a starting participant code. For example, you may have an "adult group" and a "children's group", with the adult group having more samples and longer or additional questionnaires.
Depending on the Location configuration, the Participant Group that a participant is assigned to will differ. If a Demographic is assigned to the participant group and the participant has a matching demographic assignment, participants are automatically assigned to that group. When a participant group or participant does not have the demographic assigned, the default behavior will be to alternate between all participant groups, weighted by the percent of rows used, to balance block row distributions evenly across all groups. Alternatively, participants can check-in through a staff member if some other custom method of distributing between participant groups is desired (e.g., by session, by choice/request, etc.).
| SEE ALSO – Check In Participants for details on how to have a staff member check in participants through the check-in app. |
The following Location configurations support a Demographic assignment on participant groups:
- On Site > Assisted Check-In
- On Site > Self Check-In > Auto Assigned - only when participants are Imported or Scheduled in Recruiting
- Online > Email
- Online > Packing Slip > Assisted Check-In
- Off Site > Hosted at a RedJade member facility > Assisted Check-In
The following Location configurations do not support a Demographic assignment on participant groups. Participants are provided with a Participant Code or Verification Code to sign-in with that is directly associated with one of the participant groups:
- On Site > No Check-In > Participant Verified
- On Site > Self Check-In > Participant Verified
- Online > Packing Slip > No Check-In
- Off Site > Send a URL to a non RedJade member facility
- Off Site > Hosted at a RedJade member facility > No Check-In
The following Location configurations do not support a Demographic assignment on participant groups. Participants are automatically assigned to a group when they sign-in and the default behavior will be to alternate between all participant groups, weighted by the percent of rows used, to balance block row distributions evenly across all groups.
- On Site > No Check-In > Auto Assigned
- On Site > Self Check-In > Auto Assigned - when participants are automatically created on sign-in
- Online > Anonymous Link
To set up multiple participant groups:
- Select PROJECTS from the main drop-down menu or select the Projects tile from the home page dashboard.
- From the Projects list, click on the [PID], Name, or [SUMMARY] button to open the project.
- From the project's Test Dashboard, select the Event tab for which you want to add participant groups, then select the Participants tile.
- The Test Wizard opens to the Participants step and the PARTICIPANT GROUPS tab. Click on [+ADD PARTICIPANT GROUP].
NOTE – When setting up a test you should specify the starting participant code values so that there are no overlapping participant codes for any of the participant groups in a test. 
- Complete the Create Participant Group fields, as desired, with the event and participant group details, then click on [SUBMIT].
NOTE – The Demographic drop-down is only included when if the Location configuration supports Demographic assignments on participant groups. Demographics need to be setup first to make a selection. 
- The participant group is added. From the PARTICIPANT GROUPS tab you can edit the group details, assign Demographics, or Delete a group.
- Click [NEXT] and go to the Design Block step of the Test Wizard to create a design for each participant group. See Create and Approve a Design.
- Click on [SAVE & EXIT].