Participant recruitment and management

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

13 articles in this collection
Written by Optimal Workshop

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 over a week ago

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 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 over a week ago

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