Rosella
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Rosella featureForms and surveys

Collect study data in the flow.

Build Rosella forms, request responses, review submissions, and connect external survey tools while keeping each form tied to the participant journey.

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Rosella form and survey workflow

Data collection

Forms that belong to the workflow, not a separate island.

Forms can support screening, baseline surveys, debriefs, follow-ups, consent-adjacent checks, and study completion.

Form builder
Create structured study forms and keep them versioned with the project workflow.
Response review
Review form responses from the project or participant context instead of chasing exported files.
Form activities
Attach forms to activities so they unlock, become due, and count toward participant progress.
Participant requests
Send form requests and reminders as part of the participant messaging workflow.
Conditions and scoring
Support structured form logic for workflows that need branching, scoring, or eligibility decisions.
External surveys
Use SurveyMonkey, Typeform, Qualtrics, REDCap, and similar tools when specialist survey systems are required.

Rosella forms

Use forms as part of the participant journey.

A form is not just a document; it can be the thing that unlocks a follow-up, marks a milestone complete, or gives staff the context to decide next steps.

  • Build once, use in workflowsCreate the form, then connect it to activities and participant requests.
  • Review from contextInspect responses from project response lists or the participant profile.
  • Track completionSubmitted forms update event progress so staff can see who is done and who needs a reminder.
Rosella form responses view

External surveys

Connect specialist survey tools without losing participant completion state.

External survey links can include completion tokens so Rosella can match finished surveys back to the participant and continue the workflow.

  • Send the right linkParticipant-specific survey URLs preserve completion matching.
  • Receive completion eventsSurvey completion can return to Rosella and update the participant activity.
  • Keep the workflow movingOnce the survey is complete, dependent activities can unlock for the participant.
Rosella external survey completion setup

Form flow

Request, complete, review, and act.

Rosella keeps form work connected to participants, activities, and staff review.

Build

Create the form or connect the survey

Use Rosella forms for operational data collection or connect an external survey provider.

Attach

Add it to the activity workflow

Make the form a participant activity with unlock timing, due dates, dependencies, and audience rules.

Request

Send the participant to complete it

Use form requests, reminders, and participant portal actions to get the response.

Review

Use the response to decide what happens next

Inspect submissions, update screening state, continue the workflow, or trigger staff follow-up.

Keep forms connected to participant progress.

Use Rosella for the forms your team owns and connect external survey tools when the protocol calls for them.

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