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Recruiting participants for your studies
Use a screening question with Optimal Workshop's in-app recruitment service
Use a screening question with Optimal Workshop's in-app recruitment service

Learn how to use a screening question with our recruitment service and what happens if participants are being rejected from your study.

Updated over a week ago

Our in-app participant recruitment service allows you to order and recruit a participants based on demographic information, such as age range, country, gender, occupation, and education level.

While this option does ensure more relevant participants, we'd still recommend using a screener. This acts as an extra check to ensure you're getting the participants you specifically need.

Read more about how to create screening questions here.

Screening questions and a high participant rejection rate

The more screening questions you add to your study, the more criteria your participants need to meet in order to qualify for your study. You can have as many screening questions as you like - this helps you really hone in on your ideal participants.

To ensure participants that would previously have been rejected do not impact your results, their responses will be excluded from the analysis by default.

You can identify these participants from the 'Participants' section of the 'Analysis' tab.

They will have an exclamation mark next to them explaining the reason we've defaulted to excluding them. If you want to include their results regardless of their 'rejected' screening response, you can include them by switching to the “Excluded from results” table, selecting the participants, and clicking the “Include selected participants” button.

Adding screening questions 

If you're recruiting your own participants and find yourself adding a large number of screening questions to your study, you may benefit from ordering participants through our participant recruitment service instead. We offer 2 types of participant recruitment:

  • In-app order: You can order participants in the Recruit tab in Treejack, OptimalSort, Chalkmark or Questions. You can set basic demographic information such as age range, country, gender, occupation status and education level.

  • Custom recruitment order: You can order targeted participants by getting in touch with our customer success team. This type of recruitment order allows you to get very specific with your criteria, which basically pre-screens your participants for you.

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