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How to Export and Import Pieces of Your Study Settings

Exporting and importing Study Settings in EnrollNow allows teams to streamline study setup, reuse configurations, and share best practices across labs or with EnrollNow Support. This is especially useful when launching multiple studies or collaborating across institutions.

Exportable and Importable Settings

The following components can be exported and imported:

  • Statuses
  • Events
  • Custom Variables
  • Contact Relationship Values
  • Contact Outcome Values
  • Email Templates
  • Text Templates
  • Surveys

Key Benefits

  • Simplifies study setup by reusing existing settings.
  • Facilitates collaboration between teams using different Ripple sites.
  • Eases troubleshooting by allowing Ripple support staff to review exported files.

How to Export a Study (Study Definitions)

To export a study’s settings:

  1. Ensure Admin Access
    You must have Study Admin permissions for the study.

  2. Select the Study
    Use the Studies dropdown to select the study you wish to export.

  3. Go to Study Settings
    Navigate to the Study Settings tab in the left-hand menu.

  4. Open Details Page
    Click the Details page under Study Settings.

  5. Export the Study
    Click the “Export Study” button to download the study settings file.

Important:
When sharing or exporting Study Definitions, only the study configuration and structure are transferred. This includes items such as surveys, events, custom variables, email & text templates and other study setup components.

Participant data is not included.
No Protected Health Information (PHI) or Personally Identifiable Information (PII) is transferred when sharing study configurations.

This ensures that study templates can be reused or shared between studies or sites while maintaining data privacy and regulatory compliance.

  

NOTE:  This file can be used to replicate your study setup or sent to EnrollNow Support for assistance.

LIMITATIONS: 

The following components are not included in export/import:

  • Recruitment Pages

  • Bulk Tasks

How to Import Study Components

To import study components into Ripple, follow these steps:

  1. Confirm Admin Access
    You must have Study Admin permissions in the destination study.

  2. Select or Create Study
    Navigate to or create the study into which you want to import components.

  3. Go to Study Settings
    Open the Study Settings page.

  4. Open Details Page
    Go to the Details page within Study Settings.

  5. Import the File
    Scroll to the Import Study Component section and click “Import Study Definition”. Select the file to import.

6. Select Components to Import
Choose the specific components you wish to import , then click “Import Selected Component(s)” .

7. Complete Import:

    • Confirm by clicking the "Yes, import components" button.

This process allows you to integrate selected components into your current study setup efficiently. Imported components will now be available in your study and editable as needed. 

Keep Your Workflow Connected

When importing study components, ensure your workflow remains seamless:

  • If your surveys, emails, or text templates include survey URLs, make sure to import all related study components into your study simultaneously.
  • This ensures that all links and references remain functional and integrated within your workflow.