Email workflows for clinical trial recruitment
Give patients more context than a short text can provide. Clinrol Connect’s documented SMS and email workflow offering includes reminders, follow-ups and re-engagement; email can carry longer study information within that journey.
An information-first email
- Subject
- Example Study A — information before we speak
- Example message
- “Hello Alex Sample. Thank you for your interest in Example Study A. The study team would like to explain the study and discuss the next steps with you. Please make a note of any questions you would like to ask. Your interest does not confirm study eligibility.”
- Separate follow-up
- “When you are ready, please contact the Example Study A team to discuss the screening questions.”
More context before a staff conversation
Email gives a study team room to explain why it is getting in touch, share study information and set out a next step. The worked example uses this space for an information-first conversation rather than repeating the SMS reminder sequence.
Clinrol’s public product scope names email workflows, but does not establish the details of email-specific templates, triggers or reporting. Discuss those requirements directly during a demo before relying on a particular configuration.
Use study-appropriate wording and review the next action with staff. Sending information is not a confirmation of eligibility, and the example below does not imply an automatic decision or an email-specific response rule.
Worked example: study information before a staff conversation
An illustrative email journey for Alex Sample and fictional Example Study A. All wording is synthetic; it is not a built-in template, study invitation or description of an automatic trigger.
- Step 1
Send study information
The example email introduces the fictional study conversation and explains why the team is getting in touch.
- Step 2
Give room to consider
Alex has the longer explanation available when considering questions for the team.
- Step 3
Follow up on screening
A separate follow-up invites Alex to discuss screening questions with staff rather than treating the information email as screening.
- Step 4
Staff decide the next action
A coordinator reviews the situation and arranges the appropriate next conversation. No automatic eligibility decision is implied.
What email workflows includes
Email follow-up
Use email within Clinrol Connect’s documented communication-workflow offering.
Room for study information
Use the email channel for a fuller explanation of the study conversation and intended next step.
Reminders and re-engagement
The public SMS and email offering includes reminders, follow-ups and re-engagement campaigns.
Staff-led next steps
Pair information and follow-up with a coordinator’s decision about the next conversation.
Frequently asked questions
- Does Clinrol Connect include email workflows?
- The public Connect page lists SMS and email workflows for automated reminders, follow-ups and re-engagement campaigns. Email-specific setup details should be confirmed in a demo.
- How is this different from the SMS example?
- The email example starts with longer study information, gives the patient space to consider questions and then moves to screening follow-up and staff action. The SMS example focuses on short next-step messages.
- Are these built-in email templates?
- No. The messages are synthetic examples written for this page. Confirm available email-specific template functionality before planning around it.
- Which email triggers and reports are available?
- Ask Clinrol to demonstrate the email-specific triggers and reporting relevant to your study. This page does not promise a particular sending rule or report.
- Does sending study information confirm eligibility?
- No. Information and follow-up support a conversation with the study team. They do not establish eligibility or replace the team’s decisions.
See email workflows with your own study in mind
Book a walkthrough of Clinrol Connect and bring your screening questions and recruitment workflow.