How do I choose the right site and campaign status?

Audience: Study Manager, Sponsor Admin

Purpose: Provide a clear reference for what each status means, where to find it, how statuses transition, and which status to select when more than one could apply.

What are Site/Campaign Statuses?

Statuses show where a site or campaign is in its setup, opt-in, enrollment, and closeout journey.

Use statuses to:

• Track lifecycle progress

• Align site and sponsor visibility

• Support consistent reporting and operational decisions

• If multiple statuses could apply, select the most progressed applicable state.

Status Definitions:

Important Note

These statuses can technically overlap. For example, a site can be Opted in and also have a Campaign active. In practice, the selected status should reflect the most progressed applicable state.

Status Flow Overview

Main forward path:

Draft → Pending opt-in → Opted in → Enrollment ready → Campaign active → Inactivate → Deletion

Reversible paths:

• Opted in ↔ Opted out

• Opted in ↔ Enrollment ready

• Enrollment ready ↔ Campaign active

• Campaign active ↔ Campaign paused

• Campaign active ↔ Inactivate

Additional paths:

• Draft → Deletion

• Campaign paused → Inactivate

How to Choose the Right Status

• Use Draft for setup-in-progress.

• Use Pending opt-in until the site confirms yes/no.

• Use Opted in once participation is accepted.

• Use Enrollment ready when configured but not live.

• Use Campaign active when enrollment/referral activity is live.

• Use Campaign paused for temporary operational pause.

• Use Inactivate when activity is stopped but may resume.

• Use Deletion for terminal end-of-lifecycle.

Where do I find it?

Where you can see the site status depends completely on your role. Please refer to Where can I see site status in Honey for additional guidance.

What to expect

The selected status updates what sponsors and sites see for progress tracking.

Status changes may affect reporting and how work is prioritized.

Troubleshooting

The status didn’t change after I saved

Clear cache, refresh the page and check again. If it still doesn’t update, contact Trialbee Support with the site/campaign name and the status you tried to set.

Still need help?

Contact Trialbee Support at support@trialbee.com for any questions or additional guidance.

Related articles

Where can I see site status in Honey?

What does each site status in Honey mean?

Site status color coding in Honey