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Quick Start Guide

Welcome to Trialbee Developer documentation! This guide will help you choose the right integration approach and get started quickly.

Trialbee simplifies the integration of candidate enrollment features into study landing pages. We recommend using the Trialbee Self-assessment Widget for most implementations, as it provides a streamlined, pre-configured enrollment workflow with built-in best practices. For organizations requiring custom user experiences or specific branding requirements, the Candidate API offers flexible integration options for building tailored solutions.

Choosing Your Integration: Widget vs API

Trialbee offers two primary integration approaches. Use this comparison table to determine which option best fits your needs:

FactorSelf-assessment WidgetCandidate API via proprietary backend
Implementation Speed (technical)Fast
Technical Complexity🟢 Low - JavaScript snippet🟡 Medium - Full backend integration
Customization Level🎨 Limited - Minor styling, images, content and branding🎯 Full - Complete control over UX
Maintenance🤖 Automatic - Updates handled by Trialbee or study configuration inside Honey👨‍💻 Manual - You manage updates of frontend, and reconfiguration might have to be done in Honey
Development Resources📝 Minimal - Front-end developer👥 Moderate - Full-stack developer
Time to Market🚀 Immediate - Deploy same day⏱️ Longer - Custom development cycle
Branding Control🎨 Basic - Colors, fonts, logos🎭 Complete - Full brand experience
Data Flow Control📊 Standard - Trialbee manages flow🔄 Custom - You control all data handling until transmitted to Candidate API
Form ValidationBuilt-in - Pre-configured rules⚙️ Custom - Implement your own
Multi-language Support🌐 70+ languages - Pre-translated🗣️ Custom - Translate should be done as part of other web development
Analytics & Tracking📈 Basic - Standard events📊 Advanced - Custom tracking

Decision Framework

Choose the Self-assessment Widget if you

  • ✅ Need to launch quickly (within days)
  • ✅ Have limited development resources
  • ✅ Want automatic updates and maintenance
  • ✅ Are satisfied with standard user experience
  • ✅ Need multi-language support out of the box
  • ✅ Prefer a proven, tested solution

Choose the Candidate API if you

  • ✅ Require complete control over user experience
  • ✅ Have specific branding requirements
  • ✅ Need to integrate with existing systems (CRM, databases)
  • ✅ Want custom eligibility logic
  • ✅ Have dedicated development resources
  • ✅ Need advanced analytics and tracking
  • ✅ Are using form builders (Gravity Forms, etc.)
  • ✅ Have existing data to import

Quick Implementation Paths

Widget Implementation

  1. Get your studyId and locale from your Trialbee Project Manager
  2. Add the widget script to your webpage
  3. Configure the widget trigger
  4. Test the integration

Next Step: Widget Integration Guide

API Implementation

  1. Get your API credentials from your Trialbee Project Manager
  2. Design your custom enrollment flow
  3. Implement form handling and validation
  4. Integrate with the Candidate API
  5. Test all scenarios and edge cases

Next Step: Candidate API Overview

Prerequisites

Before starting either integration, ensure you have:

  • Study configured in Trialbee Honey platform
  • API credentials or widget configuration from your Project Manager
  • Landing page ready for integration
  • SSL certificate installed on your domain
  • Development environment set up for testing

Need Help Deciding?

If you're still unsure which approach to choose, consider these common scenarios:

ScenarioRecommended ApproachReason
First-time Trialbee userWidgetFastest path to success
Existing complex websiteAPIBetter integration with existing systems
Multiple studies plannedWidget or APIEasier to manage multiple implementations
Heavy branding requirementsAPIComplete design control
Form builder (WordPress/Gravity Forms)APINative form integration
Limited development teamWidgetMinimal technical requirements
Advanced analytics needsAPICustom tracking capabilities

Support

  • 📧 Email: Contact your assigned Trialbee Project Manager
  • 📚 Documentation: Browse the guides in this documentation
  • 🐛 Issues: Report technical issues to your Project Manager

Ready to get started? Choose your path above and dive into the implementation guides!