Optimal

Advice and guides to help source and manage participants for your studies 

Participant recruitment

Follow these best practices to ensure your Optimal studies are set up

Best practices for creating Optimal studies for high-quality results

Get guidance on how many participants you need for reliable results.

How many participants you need for reliable results

Follow these hot tips to ensure you recruit top-quality participants when using Optimal recruitment services.

How to recruit top-quality participants

Find out more about how to set up your study and recruit top-quality participants

Recruitment best practices

Learn about the different participant recruitment options at Optimal.

An Overview of Optimal 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.

Get started with Optimal Recruitment - Specialized Support

Learn how to use screening questions and what happens if participants are being rejected from your study.

Adding screening questions

Learn about setting up Profiles in Optimal to recruit participants.

Use Participant Profiles for recruitment with Optimal Panels

How to manage and purchase recruitment credits for multi-team organizations.

How to manage and purchase recruitment credits for Enterprise multi-team organizations

Optimal Recruitment

Use your own channels to recruit participants for your studies

Recruit your own participants

Find out how to make sure that your participants understand your privacy policy

How to get consent from your participants

Capture external information about your participants, or integrate with an external recruitment panel.

Using external parameters or a recruitment provider

If you have participants marked as 'Abandoned' in your results, read more about why we include them in your study.

Why we include the results of 'Abandoned' participants

You can chain multiple studies together by using the Redirect URL setting. Here's what you need to know.

Chain multiple studies together

If you have a large of number of tasks, you can opt to show a random subset of tasks to your participants.

Show each participant a randomly selected subset of tasks

Learn how to join and complete Optimal usability, prototype, and live site tests on your mobile device using the Optimal Participant app for iOS and Android.

Join an Optimal study on your mobile device

Manage study participants

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