Px Engagement

Keep every participant engaged

Participant engagement tools

Maximise retention, compliance and communication across every touchpoint. Automated workflows keep participants informed and on track from enrolment to close-out.

  • Automated reminders and nudges
  • WhatsApp, SMS, email and push notifications
  • Participant calendars and scheduling
  • Video call booking
  • Resource sharing and messaging
  • Engagement analytics
Scorch AI

Optimised comms make for maximum retention

Reach participants on the right channel, at the right time, with the right message.

Calendar and appointment scheduling

Personalised participant calendars with visit scheduling, video call booking, and automated reminders. Reduce no-shows and keep your study timeline on track.

WhatsApp, SMS, push and email

Reach participants on the channel they prefer. Schedule messages, send reminders, and share resources via WhatsApp, SMS, push notifications, or email from one platform.

Triggers and escalations

Automatically trigger a staff member to reach out and engage with participants when certain data arrives. Set rules based on questionnaire responses, missed submissions, or wearable thresholds to ensure timely follow-up.

Seriously secure

Enterprise-grade encryption, UK/EU data residency, and full compliance with GDPR, HIPAA, and 21 CFR Part 11. Cyber Essentials Plus and Assurance certified.

Multi-channel delivery

Reach participants on their preferred channel. WhatsApp, SMS, email, push notifications, and in-app messaging all managed from a single dashboard.

Smart scheduling

Automated visit reminders and appointment booking keep participants informed at every stage. They always know what is coming next.

Escalation workflows

If a participant misses a reminder or fails to respond, escalation rules automatically notify the coordinator, PI, or designated team member.

Engagement analytics

Track response rates, message open rates, and engagement trends across your study. Identify at-risk participants before they drop out.

Scorch AI

Built for trust, designed for retention

Every layer of Trialflare's engagement tools is designed to keep participants informed, connected, and committed to your study.

GDPR & HIPAA

Full regulatory compliance with data stored in UK/EU centres.

21 CFR Part 11

Electronic signatures and validated systems for FDA submissions.

ICH GCP

Workflows structured around Good Clinical Practice guidelines.

Cyber Essentials Plus

Independently verified cyber security controls and infrastructure.

Scorch AI

Smart communication workflows

Engagement tools

Intelligent communication that adapts to each participant's behaviour and preferences. Automated workflows handle the routine so your team can focus on the relationships that matter.

Automated scheduling

Visit reminders, questionnaire prompts, and follow-up messages are triggered automatically based on your study protocol and each participant's timeline.

Intelligent nudges

AI analyses participant behaviour patterns to send reminders at the optimal time and through the channel most likely to get a response.

Engagement scoring

Each participant gets a real-time engagement score based on response rates, timeliness, and interaction patterns. At-risk participants are flagged automatically.

Trialflare participant engagement Trialflare message scheduler Trialflare video call scheduler Trialflare participant calendar
Engagement dashboard

Track participant engagement, response rates, and compliance across your entire study.

Message scheduler

Schedule SMS, email, WhatsApp and push notifications to keep participants on track.

Video call scheduler

Book and manage video appointments with participants directly within the platform.

Participant calendar

Personalised calendars for each participant showing upcoming visits, tasks, and deadlines.

WhatsApp

Send reminders, collect quick responses, and share study resources via WhatsApp. Participants engage through the messaging app they use every day.

Video conferencing

Book and launch video calls directly from the participant timeline using Trialflare's built-in video calling. No external tools or accounts needed.

Scorch AI

Connected participant experience

Optimised Comms

Bring your participant communications into one place. Trialflare integrates with the channels your participants already use, so messages reach them wherever they are.

Scorch AI

Compliant and secure by default

GDPR, HIPAA, 21 CFR Part 11, ICH GCP, and Cyber Essentials Plus certified. UK/EU data centres, 2FA, role-based access, and full audit trails on every action.

GDPR HIPAA FDA 21 CFR Part 11 ICH GCP Cyber Essentials Plus

Learn more about

Scorch AI

How participant engagement works

No complex setup. No separate communication tools. Just a platform that keeps every participant informed and engaged. Four steps from configuration to connected participants.

Better retention

Timely, personalised communications keep participants informed and motivated throughout your study, reducing dropout rates.

Lower dropout

Automated escalation workflows catch disengaged participants early, giving your team time to re-engage before they withdraw.

Reduced cost

Automating routine communications saves coordinator time and reduces the manual effort spent chasing participants for responses.

Happy participants

Participants who feel informed and supported are more likely to complete your study and recommend it to others.

01

Configure your channels

Choose which communication channels to use for your study. Set up WhatsApp, SMS, email, and push notification templates with your branding and study details.

02

Define your workflows

Create automated reminder sequences, escalation rules, and engagement triggers based on your protocol timeline and participant milestones.

03

Engage participants

Participants receive timely, personalised communications on their preferred channel. Calendar invites, resource links, and video call bookings are all handled automatically.

04

Monitor and optimise

Track engagement scores, response rates, and communication effectiveness in real time. Adjust workflows based on what is working and intervene early with at-risk participants.

Who we work with

Ready to boost participant engagement?

Get started with Trialflare's participant engagement tools today.

Try for free