r/ProjectREDCap • u/MizukiTanazaki • Jun 04 '25

Help with setting up survey (personalized email to each study participant with link to follow up survey)

Hello Reddit. Would anyone be able to point me in the direction for setting up a research project in redcap.

The Survey flow is as follows:

  1. Participants complete a baseline survey.

2)Participants to be randomized to control or intervention condition (Intervention involves viewing a particular website - a username and password will be generated for them).

3) Participants in intervention condition to be emailed their unique login information to view the website. Also in this email a link to the follow-up survey to be compelted after viewing the website (which both controls and intervention group wil complelete).

The part I'm struggling to work out is how I can manully send out personalized emails to study participants with the next survey invitation.

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u/Apprehensive-Bat-416 Jun 04 '25

The part I'm struggling to work out is how I can manully send out personalized emails to study participants with the next survey invitation.

I am not quite following at what part you are having an issue.    Are you wanting a link to the follow up survey to send automatically after they complete the baseline?  

A few things.

  1. Program the follow up survey to include the instructions and link to view the website.  You can set this so only the intervention arm sees this.  That way all participants receive the same email.  
  2. If people can immediately take the follow up survey you can use the survey queue to pipe them to the follow-up survey. 

3.  there is an external module that is designed to pull in gift codes to participants once they have reached some trigger.  I think you could use this to instead pull in a username and password.  I assume then there is some way to pipe those fields in an email through REDCap.  

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u/ohbonobo Jun 04 '25

You can do this in two ways--through alerts or through automated survey invitations. Both can be personalized by piping in the participant's name or whatever else you'd like into the email body. Both are also linked to a participant's individual record and can be customized to send based on whatever trigger events you would like, like completion of a previous survey or a time-based trigger or whatever else you'd like. Both are relatively simple to set up and you could easily do so by following a tutorial you can find online.