Automated Screen Failed Notification Message to Participants
Last updated: June 25, 2026
When a participant's status is changed to Screen Failed in Chloe, the participant is automatically sent notifications via two channels: an email to the address on their account, and a message in their study message thread in the Chloe app. The content of the message can be configured on the Study Info page, following the same editing pattern as the study invite email.
Good to Know: Prior to the implementation of this feature, participants who do not pass screening receive no automated communication from Chloe — coordinators had to manually reach out or leave participants without any acknowledgment. This feature closes that gap by giving study teams a configurable, automatically triggered message that is sent on Screen Failed status change, ensuring participants are informed promptly and consistently
Details
The automated message is sent when a participant's status is changed to Screen Failed , regardless of what triggered the transition (manual coordinator action, automated screener logic, etc.).
The message will be sent once per transition — if a participant is moved out of Screen Failed and back into it, the message is sent again.
Delivery channels
Email — sent to the email address associated with the participant's Chloe account.
Chloe in-app message — sent as a message in the participant's existing study message thread (same thread used for other study communications).
Messages are sent to both channels in the event of a status change.
Message content & configuration
A "Screen Failed message" field can be found on the study info page. It functions identically to the ones for the study invite email.
There is a field for subject line and another for message body. The subject line is only included in the participant email, not the in-app message.
The message body is written using the same rich-text-editor that is used throughout the platform. It provides traditional word processor functionality.
A default message is pre-populated into those two fields when the study is created, which teams can customize. The default message is:
Subject: An update on your study participation
Hi [First Name], thank you for your interest in [Study Name]. After reviewing your responses, we've determined that you don't meet the eligibility criteria for this study at this time. We appreciate you taking the time to participate and hope to have the opportunity to work with you in the future.
The following screen shows the Screen Failed Message configuration panel on the Study Info tab.
A sample of what the notification email will look like:
Participants will see a push notification from the Chloe app in their mobile device indicating that a new in-app message has been delivered to them.
