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HOW TO RECRUIT
PARTICIPANTS
FOR QUALITATIVE
RESEARCH
(2022 EDITION)
A ST E P - BY- ST E P GUI DE
https://blog.respondent.io/how-to-recruit-
participants-for-qualitative-research
TABLEOF
CONTENTS
Introduction
Steps to Recruiting Quality Participants
Hold a Stakeholder Interview
Fine-Tune Screener Questions
Choose Participants that C a n C o m m u n i c a t e their
Journey
Consider Using Advanced Screening
Review Social Media Accounts
Offer Fair & Quick Compensation
Have B a c k - u p Participants Ready
Conclusion
INTRODUCTION
Qualitative research provides shape to the known
unknowns, providing you with information regarding
how your customers think, feel, and respond to what
you’re working on.
In this, we'll explain some best practices for recruiting
participants for qualitative research. This should help
you save some time and energy when working through
this step- and ensure that you get quality candidates
that will fit your profile and participate in the program.
Hold a Stakeholder Interview
Fine-Tune Screener Questions
Choose Participants that Can Communicate their Journey
Consider Using Advanced Screening
Review Social Media Accounts
Offer Fair & Quick Compensation
Have Back-up Participants Ready
STEPS TO RECRUITING QUALITY
PARTICIPANTS
Before you begin the process of recruiting participants for your study,
you need to understand precisely what it is you're trying to learn.
HOLD A STAKEHOLDER INTERVIEW
Holding a stakeholder interview and asking questions that reveal what
a project is for and what you need to know going into it will give you
the information on who the study should be focused on and help you
see how you can achieve the study's goals.
4 Sample Questions for Stakeholder Interview
1.What’s the objective of this project?
2.What does a successful project look like?
3.What are your concerns, if any, regarding this project?
4.What is the issue that we’re trying to solve with this project?
FINE-TUNE SCREENER QUESTIONS
Your screener survey needs to eliminate or select your potential participants
quickly.
In most cases, non-negotiables are related to demographics, such as location,
age, gender, and others.
For example, if you're looking for marketing professionals that use a specific
type of software- this behavior is non-negotiable- but their demographics are
not relevant.
One thing you must avoid is asking “leading” questions. You want to get 100%
honesty from your potential participants.
For example, instead of asking how unhappy they are with the study basis, ask
them to rate their happiness. Then, ask them why they selected that rating.
This will give you an idea of their critical thinking skills.
CHOOSE PARTICIPANTS THAT CAN
COMMUNICATE THEIR JOURNEY
When you are performing a qualitative study, you are trying to find the
reasoning behind certain behaviors.
For example, if you're testing a website, you want to know about the
customer's journey through the site and what m a d e them click on certain
links.
3 Sample Articulation Questions
1.Think about the last book you read- describe it and how it m a d e you feel.
2.What is your thought process when you g o shopping for groceries?
3.Describe the next vacation you want to take and why you want to g o there.
CONSIDER USING ADVANCED
SCREENING
At Respondent, we provide you with the ability to conduct advanced
screening.
This isn't necessary for every study you'll ever conduct- but some studies
require more articulate participants.
For example, if you want to put together a market research focus group, you
need participants to articulate their thoughts. Additionally, if you have some of
the higher-ups in the company sitting in on some sessions, you want to make
sure the person talking can be just as eloquent when they speak as they are
when they write their answers to screening questions.
REVIEW SOCIAL MEDIA ACCOUNTS
S o me people participate in user testing/research projects as a side hustle, as
this is an easy way to earn some extra cash.
In some cases, candidates attempt to play the system to get into more
testing opportunities to make more money.
As the researcher, it's up to you to ensure that the potential participants are
who they claim to be. This can take up a lot of extra time and effort.
At Respondent, we can save you time and effort by vetting your potential
participants through their social media accounts.
Additionally, our algorithm will penalize those participants that were no-
shows. Participants with good reviews are favored over the ones that have
bad reviews.
OFFER FAIR & QUICK COMPENSATION
One of the most difficult parts of setting up a research study is determining
exactly what type of compensation you want to offer and how much.
Additionally, the location of the study should be taken into account. You’ll
want to offer higher compensation if it’s a face-to-face study versus a
remote one.
Finally, individuals in certain professions/income levels will not be attracted
to a study that offers a low incentive.
If you plan to offer something like an Amazon gift card, Respondent can
handle this for you.
This allows you to focus on the results of your study while we make sure that
your participants are compensated.
HAVE B A C K - UP PARTICIPANTS READY
If you've ever used a ride service such as Lyft or Uber, you know that as soon
as your ride ends, you're sent an alert to rate your driver. This tells the
company how the driver is doing.
W e send you a survey to rate the effectiveness of each of your participants.
You will rate the participant as:
Poor (did not meet expectations)
Good (met expectations)
Great (exceeded expectations)
f you already have a list of potential participants, they will be scheduled to
make up for your no-show. This will ensure that your study starts on time.
C O N C L U S I O N
W hen you're preparing to conduct a
qualitative research study, you must take
the time to find good-quality
participants.
This can take a good bit of time and
effort.
You should consider using Respondent to
help streamline your qualitative research.
You can vet potential participants
connect with candidates that best fit
your parameters.
EmailAddress
contact@respondent.io
Website
https://www.respondent.io
Reference URL -
https://blog.respondent.io/how-to-recruit-
participants-for-qualitative-research/
Contactus

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How to Recruit Participants for Qualitative Research (2022 Edition)

  • 1. HOW TO RECRUIT PARTICIPANTS FOR QUALITATIVE RESEARCH (2022 EDITION) A ST E P - BY- ST E P GUI DE https://blog.respondent.io/how-to-recruit- participants-for-qualitative-research
  • 2. TABLEOF CONTENTS Introduction Steps to Recruiting Quality Participants Hold a Stakeholder Interview Fine-Tune Screener Questions Choose Participants that C a n C o m m u n i c a t e their Journey Consider Using Advanced Screening Review Social Media Accounts Offer Fair & Quick Compensation Have B a c k - u p Participants Ready Conclusion
  • 3. INTRODUCTION Qualitative research provides shape to the known unknowns, providing you with information regarding how your customers think, feel, and respond to what you’re working on. In this, we'll explain some best practices for recruiting participants for qualitative research. This should help you save some time and energy when working through this step- and ensure that you get quality candidates that will fit your profile and participate in the program.
  • 4. Hold a Stakeholder Interview Fine-Tune Screener Questions Choose Participants that Can Communicate their Journey Consider Using Advanced Screening Review Social Media Accounts Offer Fair & Quick Compensation Have Back-up Participants Ready STEPS TO RECRUITING QUALITY PARTICIPANTS Before you begin the process of recruiting participants for your study, you need to understand precisely what it is you're trying to learn.
  • 5. HOLD A STAKEHOLDER INTERVIEW Holding a stakeholder interview and asking questions that reveal what a project is for and what you need to know going into it will give you the information on who the study should be focused on and help you see how you can achieve the study's goals. 4 Sample Questions for Stakeholder Interview 1.What’s the objective of this project? 2.What does a successful project look like? 3.What are your concerns, if any, regarding this project? 4.What is the issue that we’re trying to solve with this project?
  • 6. FINE-TUNE SCREENER QUESTIONS Your screener survey needs to eliminate or select your potential participants quickly. In most cases, non-negotiables are related to demographics, such as location, age, gender, and others. For example, if you're looking for marketing professionals that use a specific type of software- this behavior is non-negotiable- but their demographics are not relevant. One thing you must avoid is asking “leading” questions. You want to get 100% honesty from your potential participants. For example, instead of asking how unhappy they are with the study basis, ask them to rate their happiness. Then, ask them why they selected that rating. This will give you an idea of their critical thinking skills.
  • 7. CHOOSE PARTICIPANTS THAT CAN COMMUNICATE THEIR JOURNEY When you are performing a qualitative study, you are trying to find the reasoning behind certain behaviors. For example, if you're testing a website, you want to know about the customer's journey through the site and what m a d e them click on certain links. 3 Sample Articulation Questions 1.Think about the last book you read- describe it and how it m a d e you feel. 2.What is your thought process when you g o shopping for groceries? 3.Describe the next vacation you want to take and why you want to g o there.
  • 8. CONSIDER USING ADVANCED SCREENING At Respondent, we provide you with the ability to conduct advanced screening. This isn't necessary for every study you'll ever conduct- but some studies require more articulate participants. For example, if you want to put together a market research focus group, you need participants to articulate their thoughts. Additionally, if you have some of the higher-ups in the company sitting in on some sessions, you want to make sure the person talking can be just as eloquent when they speak as they are when they write their answers to screening questions.
  • 9. REVIEW SOCIAL MEDIA ACCOUNTS S o me people participate in user testing/research projects as a side hustle, as this is an easy way to earn some extra cash. In some cases, candidates attempt to play the system to get into more testing opportunities to make more money. As the researcher, it's up to you to ensure that the potential participants are who they claim to be. This can take up a lot of extra time and effort. At Respondent, we can save you time and effort by vetting your potential participants through their social media accounts. Additionally, our algorithm will penalize those participants that were no- shows. Participants with good reviews are favored over the ones that have bad reviews.
  • 10. OFFER FAIR & QUICK COMPENSATION One of the most difficult parts of setting up a research study is determining exactly what type of compensation you want to offer and how much. Additionally, the location of the study should be taken into account. You’ll want to offer higher compensation if it’s a face-to-face study versus a remote one. Finally, individuals in certain professions/income levels will not be attracted to a study that offers a low incentive. If you plan to offer something like an Amazon gift card, Respondent can handle this for you. This allows you to focus on the results of your study while we make sure that your participants are compensated.
  • 11. HAVE B A C K - UP PARTICIPANTS READY If you've ever used a ride service such as Lyft or Uber, you know that as soon as your ride ends, you're sent an alert to rate your driver. This tells the company how the driver is doing. W e send you a survey to rate the effectiveness of each of your participants. You will rate the participant as: Poor (did not meet expectations) Good (met expectations) Great (exceeded expectations) f you already have a list of potential participants, they will be scheduled to make up for your no-show. This will ensure that your study starts on time.
  • 12. C O N C L U S I O N W hen you're preparing to conduct a qualitative research study, you must take the time to find good-quality participants. This can take a good bit of time and effort. You should consider using Respondent to help streamline your qualitative research. You can vet potential participants connect with candidates that best fit your parameters.