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Get started with advanced recruitment

Read on to learn how to get started, what to expect next, how to prepare your study, and how to ensure high-quality participants.

Updated this week

Getting started

How do I submit an Advanced Recruitment request?

To get started, click on the button below to fill out the request form or access the request form via the Recruit tabs in Optimal.

We'll use the information provided to let you know pricing, feasibility, and next steps!

How long does it take to receive participants?

Once your order has been placed by our Support team, we aim for you to receive all of your participant responses within 3-5 business days.


Can I use my pre-existing participant recruitment credits?

You can use any participant recruitment credits in your account to purchase your Advanced recruitment order with us. Each credit holds the value of US$10 towards your order.

We will invoice per order for anyone not using participant recruitment credits.


What happens after I submit an order request?

Our Support team will review your recruitment needs, and reach out to you to confirm the feasibility of your request. If you have questions in the meantime, please contact our support team.

Want to make changes to your request? Don’t worry, you can let us know once we reach out. In the meantime, make sure that your study setup is complete (including any screening questions) and that you hit ‘Launch’!


Do you offer moderated recruitment services?

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

Can customers turn on session replay while using Advanced Recruitment?

We are unable to record session replaces at this stage with Advanced Recruitment.

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.

​Check out our best practice tips for recruiting top-quality participants!

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