Changelog

Product updates, new features, and improvements to the CleverX platform.

Fix

Fixed participation counting and completion redirects

Fixed double-counting issues in participant completion tracking and restored completion redirects for external participants.

Bug Fixes

  • Corrected participation counts: Resolved an issue where participant completions were being double-counted across different participation types (e.g., survey and panel), causing inflated completion numbers in study dashboards.
  • Restored external completion redirects: Fixed missing redirects for participants from external sources who were not being returned to their supplier’s completion page after finishing AI interviews and other study types.

Improvement

Image loading and meeting reminders improvements

Fixed stuck image spinners in video diaries and improved meeting reminder notifications.

Bug Fixes

  • Fixed stuck image spinners in video diaries: Participants in unmoderated video-diary studies will no longer see permanent loading spinners where prompt images should appear. The image loader now works reliably even on slow networks or when images take time to load. Images are also preloaded so they’re ready when you need them.

Improvements

  • Enhanced meeting reminders: Meetings now send reminder notifications at both 24 hours before and 60 minutes before the scheduled start time, giving you more notice to prepare.

Improvement

Survey links, redirects, and meeting reminders improved

Fixed legacy survey URLs, improved meeting reminder timing, and enhanced participant redirect functionality after survey completion.

Improvements

  • Legacy survey URLs now redirect properly — Old survey links are automatically redirected to the current survey page, preserving bookmarks and shared links from previous versions
  • Anonymous participants return to their source — When participants complete a survey through an external source link, they are now properly redirected back to their original source with a countdown timer
  • Better meeting reminders for late bookings — Meeting reminders are now sent even when bookings are made very close to the meeting start time, and the reminder message shows the actual time remaining instead of a generic message
  • Accurate task status checking — Study tasks are now properly verified during launch readiness checks, ensuring status information is accurate

Improvement

Calendar Links and Applicant Visibility Improvements

Participants can now join sessions directly from calendar reminders, and project owners can see all applicants including those with incomplete profiles.

Improvements

  • Calendar event deep-linking: Participants who click calendar reminders now land directly on the Join Session page instead of needing an extra click to view the booking. This makes it faster and easier to join scheduled meetings.

  • All applicants visible in interests list: Project owners can now see all applicants in the interests list, including those who haven’t yet completed their profiles. This gives you a fuller picture of who’s interested in your opportunities.


Feature

Global links and video diary preview support

Researchers can now use a single global link with custom identifiers for BYOA studies, and video diary tasks are fully supported in study previews.

New Features

  • Global Links for BYOA Studies: Researchers can now enable a global link as an alternative to unique links. A single reusable link with a placeholder can be customized per participant using researcher-supplied identifiers. The new Global Link tab in the Distribution view includes controls to enable/disable, view the template link, pause/resume distribution, and access detailed explanations of how identifiers work.

  • Video Diary Preview Support: Study previews now fully support video diary tasks, allowing researchers to test the video recording experience before launching a study.

Bug Fixes

  • Fixed a duplicate token issue that prevented multiple participants from joining open-mode source studies using the same study link token.

Improvement

Add funds and screener stability improvements

Restored in-panel payment flow for adding funds, fixed screener question ordering issues, and improved survey response exports.

New Features

  • In-panel add funds flow: You can now add funds directly from your billing page in a slide-over panel. Select an amount, choose your payment method, and complete payment without leaving the billing section.
  • Completed responses CSV export: New export option for downloading completed survey responses with participant name, screener answers, and survey answers in a clean spreadsheet format.

Bug Fixes

  • Fixed screener question deletion to target the correct question when multiple questions exist.
  • Fixed screener question numbering that was becoming misaligned after deleting and re-adding questions, which could cause exported data to show incorrect question positions.
  • Fixed the existing survey responses download to properly include screener answers for all participants, including those from internal testing.
  • Fixed survey response exports to exclude responses you’ve rejected, so the exported data matches your visible completion count.
  • Fixed the add funds panel to properly close after successful payment.

Feature

Smarter incentives and improved checkout flow

Dynamic incentive pricing now adapts to your audience type, and researchers can subscribe and launch studies in a single checkout flow.

New Features

  • Dynamic incentive pricing: Minimum and recommended incentive values now adjust based on whether you’re recruiting from general audiences or business audiences, helping you set more competitive compensation rates
  • Combined subscribe and launch flow: First-time researchers can now subscribe to a plan and launch a study in a single checkout, streamlining the onboarding experience
  • Prolific participation for B2B studies: Researchers running B2B studies can now recruit through Prolific by manually creating the study on Prolific’s platform and linking it to CleverX

Improvements

  • Better credit management: Credits are now consumed in a smarter order (expiring plan credits first, then wallet credits, then newly purchased credits), reducing waste and giving you more control over your spending
  • Clearer pricing display: The recruitment editor now shows real-time pricing guidance with minimum and recommended values pulled directly from the backend

Feature

Survey Response Tab in Pipeline Drawer

Researchers can now view individual survey responses for each participant directly in the pipeline drawer.

New Features

  • Added a per-participant Survey response tab to the pipeline drawer, making it easier to review individual responses without leaving the pipeline view

Improvement

Moderator requirements and auto-invite improvements

Moderated studies now require at least one active moderator, and participants who pass screeners are automatically invited.

Moderated Study Improvements

  • Require at least one active moderator: Moderated studies now enforce that at least one moderator must be active before launch. You can no longer remove or deactivate the last active moderator, preventing broken participant booking.
  • Improved scheduling editor UI: The scheduling and availability editor has been refreshed with a cleaner, more polished design while maintaining all advanced features like multi-slot scheduling and timezone support.

Participant Auto-Invite

  • Automatic invitations for screener passers: Participants who pass screeners in “Bring Your Own Audience” studies are now automatically invited to participate.

Improvement

Survey Response Management and Data Export Improvements

You can now undo rejected survey responses and download filtered data with better handling of your current filters.

New Capabilities

  • Undo rejected responses: You can now revert rejected survey responses back to waiting status, allowing you to reconsider and re-process them if needed.
  • Improved data export: Data downloads now properly reflect any filters you’ve applied, ensuring you export exactly the subset you’re looking at.