Get answers to common questions about setting up recruiting projects, managing progress, and closing projects when they're done.
Share a page where collaborators can easily sign up to observe upcoming sessions
Best practices for running multi-phase or multi-day studies with User Interviews
Prompt participants to record a video response during the screening process—the fastest insight into their experience on a topic.
Create screener surveys faster with a question structure that easier for participants to complete
Set default session attendance and location to schedule & manage sessions with your team
Modify the incentive amount for your entire project or for an individual participant, depending on your use case.
Find all the user data you need to make the right recruiting decisions in participant profiles.
Easily monitor the progress of your participants as they move through the stages of an unmoderated project.
Did you know you can run surveys & usability tests with User Interviews? Learn how to recruit & manage participants for unmoderated studies.
Once a study has concluded, researchers can easily signal to our team that their project is ready to close.
We’ve redesigned the participant profile to surface your “key criteria” and support faster participant reviews. Read on for all the changes.
Apply one or more custom filters to the participant queue to quickly seek out the participants you most want to talk to.
Match percentages help you discern how qualified a participant might be for your study.
Not sure what to include in your confirmation email for scheduled sessions? Here’s some inspiration.
Pay your research participants in flexible currency options and incentive types.
Our Document Signing Add-On streamlines signature collection for important documents like NDAs, release forms, and consent forms.
Need to host more than one interview at the same time with different locations and moderators?
Let participants who can't find convenient times propose alternatives.
How (and why) to manually or automatically approve participants who apply to a project.
Easily track and manage participant invites to ensure you’re inviting the right users from your panel
When launching a new project, copy the screener from your team's past projects.
Rate potential participants before you make a final decision to invite or reject their application to a project.
Want your teammate to review your recruitment project before it goes live? Here's how you can share and comment on draft projects.
Prompt participants to accept your data consent notice when joining your panel or applying to a project.
Adjust the time frame for participants to confirm their spot before a session.
Inviting past qualified, approved, and completed participants to future sessions.
Editing your screener survey is easy! Here are some best practices to do so.
Skip logic best practices & good-to-knows!
Backup participants help to ensure that you reach your target number of participants.
Handling participants who arrive late to sessions is up to the researcher's discretion.
The perks of keeping your screener short-er.
Download the screener, demographic, and other data of participants you’ve recruited for easier review and management.
Getting in touch with participants once a study has been close.
Whether your recruitment plans have changed, or you're all set, wrapping up a recruit is pretty straightforward.
How to extend a study beyond the originally scheduled timeline.
Duplicate projects or create saved templates so your team can jump into research faster
Adding and editing sessions on your project calendar.
Once a project has launched, some settings can only be edited by your project coordinator.
If a participant didn’t show up to your confirmed session, here’s what to do.
Easily get in touch with participants one-by-one or as a group.
Contact screener-qualified participants by email or phone, or review video responses to a custom prompt before approving them for your study
Automate incentives, or distribute them yourself.
Learn what the different statuses and filter categories on the projects page mean, and how to group and filter your projects.
Target candidates from cities, states, and countries.
Easily collaborate on research by giving team members and other stakeholders edit or view access to your project.
Screener surveys are key to a successful user research study. Get the most from your screener survey using these tips and best practices.
How to approve and invite qualified candidates for participation in your research study.
Automatically distribute documents (like NDAs or consent forms) to research participants, or send and collect signatures manually.
Recruit your ideal sample size for research by requesting a specific number of participants from User Interviews.
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