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An Overview of Optimal Recruitment

Learn about the different participant recruitment options at Optimal.

Optimal gives teams flexible ways to recruit, from inviting your own participants to accessing multiple global B2B and B2C panels, and specialized support when you need it.

Recruitment at Optimal today

Choose the approach that fits your research, targeting criteria, and level of support. Quickly screen and find the right participants for moderated and unmoderated studies.

1. Invite your own participants

2. Optimal Panels

3. Specialized Support

Share a study link with participants you already have access to.

Order instantly from Optimal’s global panels. Target for B2B, B2C, and video recordings.

Access multiple panels and expert support. Ideal for B2B, hard-to-reach targeting, and custom lists.

1. Invite your own participants

Invite your own user testers to take your Optimal studies at no cost. Simply share a link to get started. Participants do not need to set up an Optimal account or log in to take your studies.

For unmoderated studies, you can also share a QR code or add an intercept snippet to your website to invite people to your study when they visit a specific webpage.

2. Optimal Panels

Order participants instantly from Optimal’s global panels and get access to the people you need for your research. Recruit B2B and B2C participants, including video recorded participants for unmoderated and moderated studies.

Use Optimal’s built-in Participant Profiles to define exactly who you need from demographics, location, device, job title, seniority, company size, industry, B2B, and more. Set quotas and recruit for multiple Profiles simultaneously in a single study.

3. Specialized support

When you need to reach a specific or hard-to-reach audience, or want additional recruitment support, Optimal’s dedicated, around-the-clock recruitment team can help you find the participants you need.

Our team works across multiple panels and actively monitors recruitment. They can adjust targeting, switch sources as needed, and identify where participants are screening out to help remove unnecessary bottlenecks and keep recruitment moving.

Using multiple recruitment sources means Optimal isn’t reliant on a single panel to fill your order. Our team maintains quality checks throughout the recruitment process while working to reach the participants you need.

Recruitment tomorrow

We're continuing to make it easier for customers to bring their own audiences into research and build lasting participant relationships.

Bring Your Own Participants

Turn your existing audience into a research-ready panel.

  • Import participant contacts

  • Build and manage custom panels

  • Recruit from your own target lists

  • Engage your customer base directly

  • Reuse and build relationships with participants over time

FAQs

Does Optimal have its own panel?

Optimal taps into multiple trusted panel providers to access over 20 million participants across over 150 countries.

Our vetted global panel providers gives us access to broader and more diverse demographics without the limitations of a single recruitment source.

How do I pay for Optimal recruitment?

You can reach millions of B2C and B2B participants through Optimal Panels and specialized recruitment services. Purchase recruitment credits at any time through Optimal using a credit card, then apply those credits to self-service or specialized support.

Some teams have unlimited recruitment as part of their subscription plan. If you need additional assistance, please contact our customer support team.

How do I check the feasibility of my recruitment order?

When you create a Participant Profile through Optimal Panels, you’ll get a feasibility estimate before launching your study. For specialized recruitment needs, our team can assess feasibility and recommend the right recruitment approach.

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