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Participant recruitment and management
Participant recruitment and management
Advice and guides to help source and manage participants for your studies
14 articles in this collection
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Optimal Workshop
How to replace study participants in-app
Learn more about how to replace participants in-app and our participant response flagging feature
Written by
Optimal Workshop
Updated this week
Recruiting participants for your studies
How to get consent from your participants
Find out how to make sure that your participants understand your privacy policy
Written by
Optimal Workshop
Updated over a week ago
Use Optimal Workshop's participant recruitment service
If you’re ordering participants through our recruitment service, read on to learn about how it works and how to set it up for your study.
Written by
Optimal Workshop
Updated this week
Recruit your own participants for your studies
Participant sourcing through online recruitment, site banners, emails, social media and a participant screening tool.
Written by
Optimal Workshop
Updated over a week ago
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.
Written by
Optimal Workshop
Updated this week
How to encourage people to participate in your study
Learn how to attract participants to your study, and how to encourage them to complete the entire study.
Written by
Optimal Workshop
Updated over a week ago
Integrate with a participant recruitment panel
Learn how to use a participant recruitment panel with our tools.
Written by
Optimal Workshop
Updated over a week ago
Redirect participants from a screener
Integrate with Ethnio to screen participants or integrate with other services to screen participants using our recruitment service.
Written by
Optimal Workshop
Updated over a week ago
Manage study participants
Pass a group tag in a study URL for participants
How to group the participants you recruit by adding group 'tag' parameters to your study URLs before you send them.
Written by
Optimal Workshop
Updated over a week ago
How many participants you need for useful data
Guidelines to help you decide how many participants will be enough for you to get insights and ensure the analysis is manageable.
Written by
Optimal Workshop
Updated over a week ago
Pass email addresses or other identifiers through your study
Learn how to pass different participant identifiers in or out of your study.
Written by
Optimal Workshop
Updated over a week ago
Chain multiple studies together
You can chain multiple studies together by using the Redirect URL setting. Here's what you need to know.
Written by
Optimal Workshop
Updated over a week ago
Show each participant a randomly selected subset of tasks
If you have a large of number of tasks, you can opt to show a random subset of tasks to your participants.
Written by
Optimal Workshop
Updated over a week ago
Why we include the results of 'Abandoned' participants
If you have participants marked as 'Abandoned' in your results, read more about why we include them in your study.
Written by
Optimal Workshop
Updated over a week ago