Temporary Accounts: Easy Creation Guide

Creating Temporary Participant Accounts

How to Create Temporary Participant Accounts

With your ecological momentary assessment (EMA) and experience sampling method (ESM) projects, you may want to create temporary participant accounts.

This is useful in several scenarios.
logo of information
  1. Your research uses and owns mobile devices and you want to add temporary participant accounts to your devices
  2. You want to provide participants temporary account information so participants do not need to create their own account on Expiwell with their email
  3. Identifying your participants, as the temporary USERNAME will be displayed in the downloaded file.

System-Generated Temporary Accounts

Navigate to the Distribution tab of your project and select the "Temporary Participant Accounts" tab.

Distribution Temp Account Tab

Within the Temporary Participant Accounts tab, specify the desired number of temporary accounts for this project and click "Create".

Temporary account page

After which, you will see the list of temporary account usernames and passwords that can be used to login to participate in your project. 

Shows system generated temp account

CSV Uploads of Temporary Participant Accounts

To import your own usernames and passwords for your temporary participant accounts, click on the 'Import' button.

Option to upload participant's login credentials

Follow the specified format for CSV file uploads, as shown below. 
Info

Password Generation:
If the Password column is left blank, the system will generate a password for the corresponding Username.
Date Column: This refers to the Start Date of the temporary participant account, indicating when the project will be available for the participant.
  1. Rolling Schedule: This functionality is only applicable to the Rolling Schedule and not to the Calendar or Static Schedule.
  2. Date Format: The Date column must be in the YYYY-MM-DD format.
  3. Default Start Date: If the Date column is left blank, the Start Date of the project will be the same day the user first logs in.
Sample CSV format of participants' accounts

After uploading the CSV file, you can distribute the usernames and passwords.

Uploaded list of created participants' accounts

Edit Temporary Accounts Start Date and Deletion of Accounts

You can edit or update the participant's Start Date, which indicates when the project will be available for the participant (as shown in the red box). You can also delete temporary accounts. This can be done individually for a specific temporary account (indicated by the red arrow) or in bulk by selecting the required accounts (indicated by the orange box) and clicking on either "Delete Selected" or "Edit Selected" (indicated by the orange arrow).

temporary participant accounts

Edit or Set Temporary Accounts Start Date

To set or edit the Start Date, click on the 'Edit' icon as indicated below and a popup modal will appear.

edit start date

Select the Start Date and click 'Confirm'.

edit temporary account start date

The updated Start Date will be shown after that.

updated start date


Delete Temporary Accounts

To delete temporary accounts, click on the 'Delete' icon as indicated below and a popup modal will appear to confirm the deletion.

delete temporary account


Welcome Message

To include a custom welcome message for your temporary account participants, toggle on the 'Welcome Message' button indicated by the red arrow below. An orange 'Welcome Message' button will appear. This welcome message will be displayed only when participants log into their accounts for the first time and will not appear with subsequent logins.

Welcome message for temporary accounts

A popup modal will appear where you can input your customized message (limited to 250 characters), as shown in the example below.

custom welcome message

Mobile View

Your participants can use their login credentials to access the project, which will automatically be added to their accounts. In the example below, this temporary account user will see the following welcome message upon logging in. Since this account does not have a set Start Date, the project will become available the same day the user logs in.


log in details     welcome message for temporary account user     project for temporary account     available survey  

Below is another example of a mobile view for a user with a Start Date scheduled for 1 February 2024. As this participant has logged into the account on an earlier date, they will see that the project is in their account but will also see that it has been scheduled for the specified Start Date.

temporary user login    welcome message for temporary account user    scheduled survey

Once participants have used the provided temporary account credentials, the temporary account status will be updated to "Active", as shown below.

Active temporary accounts

FAQs

What Happens When You Delete the TEMPORARY ACCOUNT:
When you delete an account, participants will be automatically logged out of their ExpiWell mobile app and will no longer have access to the project.

What Happens If You Don't Set a Start Date for TEMPORARY ACCOUNTS:
If you don't set a Start Date, participants' Start Date will default to the day they login to the account.

What Happens If Participants Use TEMPORARY ACCOUNTS When the Project Isn't Active Yet:
Participants can still use TEMPORARY ACCOUNTS but will ONLY see available content inside the app once the project becomes active. After you have activated the project, participants will have to re-login to see the project/s.

Do Participants Need to Add the Access Code:
No, participants don't need to add an access code. Using the TEMPORARY ACCOUNTS username and password will automatically add the project to the mobile app.

Availability Based on Schedule Types:
Creating TEMPORARY ACCOUNTS with the ability to edit the Start Date is only available in the Rolling schedule type. The Calendar schedule type is designed for participants to start on specific dates.

Can Participants Use TEMPORARY ACCOUNTS Before Their Start Date:
Yes, participants can use TEMPORARY ACCOUNTS in advance. They will see the surveys as 'scheduled' until their Start Date arrives.

Can You Edit the Start Date After Participants Use the TEMPORARY ACCOUNTS:
No, you can only edit the Start Date of participants before using the TEMPORARY ACCOUNTS. Once TEMPORARY ACCOUNTS are used, the Start Date cannot be changed.

If you have any questions, please reach out to mark@expiwell.com.
      
    • Related Articles

    • Paying Participants with Temporary Accounts

      A Guide to Pay Participants You will still be able to compensate participants even if you are assigning TEMPORARY accounts for them. If they decide to redeem their earnings, they will be asked for the email address where they want to receive the ...
    • Creating an EMA and ESM Project

      How to Create Your EMA and ESM Project Begin by logging into your ExpiWell account on the web. Once logged in, click on the '+New' button to initiate the project creation process. Enter the title of your project and customize the access code if ...
    • Creating Quotas for Participants who passed the Project Screener

      How to Create Quotas Often, you will want to not only screen out participants but also set quotas on the number of participants in a specific category. For instance, you may wish to have 100 participants who are aged 40-60 and 100 participants who ...
    • Creating a Project in ExpiWell: Step-by-Step Guide

      Welcome to ExpiWell! This guide will walk you through the process of creating a project on our platform. It's easy! Main Dashboard After logging in, you'll land on your main dashboard. To create a new project, click on either the '+New' or 'Create ...
    • Changing Project Email Contact

      How to Change Project Email Contact To enhance communication between participants and researchers, participants will be able to contact researchers directly when they view the project on their ExpiWell app. When clicking the email contact button, an ...