Skip to main content
All CollectionsParticipant recruitmentOptimal Recruitment
Use Optimal Workshop's participant recruitment services
Use Optimal Workshop's participant recruitment services

Learn about our recruitment services, what to expect, and how to get started.

Updated over a month ago

We offer two Optimal Recruitment services to help you quickly connect with millions of people in 150+ countries.

  • Managed Recruitment

  • On-Demand Panel

This article will help you choose which service best suits your project, and how our services work.

Please note that an active Optimal Workshop subscription is required to access recruitment services. Participant recruitment is available for card sorting, tree testing, prototype testing, first-click testing, and surveys.

We recommend reading our tips for recruiting top-quality participants before submitting your order.

Managed Recruitment

Our in-house recruitment team can handle your entire recruitment process to ensure a smooth, high quality recruitment experience. The team will manage everything from feasibility checks to participant communications and incentives. We offer a large variety of profiling options, allowing you to recruit from both B2C and B2B audiences.

To get started, visit the Recruit tab and click on Managed Recruitment to fill out our request form. One of our specialists will get back to you via email to confirm feasibility and pricing.

Managed recruitment is also well-suited for any targeting criteria - from basic audiences to hard-to-reach ones. We recommend managed recruitment for anyone looking for managed support and hands-on assistance from our dedicated recruitment team.

Questions about managed recruitment? Check out our FAQs.

On-Demand Panel

Our on-Demand Panel is effective when you are targeting basic demographics and want fast responses with minimal effort.

To get started, visit the Recruit tab and click on On-Demand Panel to use the recruitment calculator or order participants.


You can choose from a standard variety of recruitment demographics:

  • Age range

  • Country

  • Education level

  • Occupation status

  • Gender

The order form will then calculate the price and allow you to order the participants using your saved payment method.

Once your order is complete, you may request replacement participants if needed.

FAQs

How do I pay for Optimal Recruitment?

You have flexible options available for payment: use pre-paid participant recruitment credits, pay as you go, or a combination of both.

You can apply any participant recruitment credits in your account toward any of Optimal Recruitment services.

  • Managed Recruitment: You can complete the purchase via an invoice if you do not have credits available on your account.

  • On-demand panel: You can pay by card when placing your order in-app if you don't have credits available.

To purchase recruitment credits and learn more about our recruitment credit packages, please reach out to support or your customer success manager.

How long does it take to receive participants?

You can expect to receive participants from On-Demand Panel orders within 1 hour-3 days.

With Managed Recruitment, our team will work with you to check feasibility, build the order, and ensure your study is correctly set up so participants can complete it seamlessly for faster completions and meaningful insights. Once the order is placed, we aim for you to receive all of your participant responses within 3-5 business days.

What can 1 participant credit get me?

You can use any participant recruitment credits in your account to purchase Optimal Recruitment services.

  • On-Demand Panel: 1 credit = 1 participant

  • Managed Recruitment: 1 credit = US$10 worth of recruitment

When do my recruitment credits expire?

All unused credits are valid for one year after the date of your most recent recruitment credit purchase.

E.g. purchased 100 credits on Jan 1, 2024 and 200 credits on May 1, 2024, all 300 credits will expiry on May 1, 2025

An active subscription is needed to maintain active credits.

Do you offer moderated recruitment services?

Optimal Workshop does not currently offer moderated recruitment services at this time. All our recruitment services are for use along with our unmoderated research tools (that’s all of them, except for our Qualitative Insights tool!)

Can I collect participant email addresses, names, or other personally identifiable information?

It is required that all participants remain anonymous. This means that it is not possible to request any personally identifiable information in your study.

Will participant demographics be available in my results?

We do not automatically collect any participant information that you have not explicitly requested in your study.

If you wish to know the demographics of your participants (e.g. age, gender, occupation), ensure to add questions to your study to gather this information.

You can then segment your results using their answers!

Did this answer your question?