Recruiting & Participant Management

Finding participants

Finding information about people who could participate in research studies.

  • Internal panels/data - 38.93% of question respondents
  • User Interviews - 19.84%
  • UserTesting - 19.08%
  • Third party - 15.26%
  • Respondent - 10.68%
  • Salesforce - 7.63%
  • Social media - 6.1%
  • UserZoom - 5.34%
  • TestingTime - 4.58%
  • Through clients - 3.81%
63.9% of participants answered this question.

Contacting participants

Reaching out to participants (by it through email, phone, text, Slack, etc.).

  • Email - 57.89% of question respondents
  • User Interviews - 12.78%
  • Slack - 12.03%
  • Phone - 11.27%
  • UserTesting - 9.77%
  • Gmail - 9.77%
  • Calendly - 7.51%
  • Microsoft Outlook - 6.76%
  • Text - 3.75%
  • Respondent - 3.75%
64.88% of participants answered this question.

Participant tracking

Keeping track of which participant has taken part in which study, their compensation, etc.

  • Google Sheets - 29.66% of question respondents
  • Microsoft Excel - 20.33%
  • User Interviews - 11.01%
  • Airtable - 7.62%
  • Dovetail - 6.77%
  • UserTesting - 5.08%
  • Confluence - 5.08%
  • Email - 4.23%
  • Great Question - 3.38%
  • Condens - 3.38%
57.56% of participants answered this question.

Administering, collecting, and storing participants’ informed consent forms.

  • Google Drive - 16.03% of question respondents
  • Docusign - 9.43%
  • User Interviews - 7.54%
  • Google Docs - 6.6%
  • Google Sheets - 6.6%
  • Google Forms - 6.6%
  • Microsoft Sharepoint - 6.6%
  • Microsoft Excel - 5.66%
  • Email - 5.66%
  • UserTesting - 4.71%
51.71% of participants answered this question.

Participant incentives

Administering and tracking participant compensation/incentive.

  • Google Sheets - 24.21% of question respondents
  • User Interviews - 17.89%
  • Amazon - 13.68%
  • Microsoft Excel - 10.52%
  • UserTesting - 8.42%
  • Airtable - 7.36%
  • Internal tools - 5.26%
  • Third party - 5.26%
  • Tremendous - 5.26%
  • Gift cards - 3.15%
46.34% of participants answered this question.

Research customer/participant relationship management

Keeping track communication with participants.

  • Microsoft Excel - 19.1% of question respondents
  • Google Sheets - 17.97%
  • User Interviews - 11.23%
  • Airtable - 8.98%
  • Salesforce - 6.74%
  • Great Question - 4.49%
  • Hubspot - 3.37%
  • Notion - 3.37%
  • Intercom - 3.37%
  • HubSpot - 3.37%
43.41% of participants answered this question.

Participant scheduling

Scheduling research sessions.


Intercept

An intercept entails approaching people who are engaged in an activity to get their feedback.

Source: Victor Yocco, “The Art Of The Intercept: Moving Beyond “Would You Like To Take A Survey?””

  • Pendo - 13.04% of question respondents
  • Intercom - 10.86%
  • Qualtrics - 10.86%
  • UserZoom - 8.69%
  • Hotjar - 8.69%
  • Pop-ups - 6.52%
  • SurveyMonkey - 6.52%
  • Sprig - 4.34%
  • Email - 4.34%
  • Slack - 4.34%
22.44% of participants answered this question.