Smarter Week

How to automate it

How to automate “recruit and schedule research participants”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

60 min
typically, once a week
70%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Software feature

Use a recruiting tool for screening, scheduling and incentives

User Interviews, Respondent, Great Question and Ethnio handle screeners, booking, reminders, consent and incentive payments, which is most of the recruiting admin.

Typically saves about 60% of the time2 h to set up
  1. 1Pick a tool that fits your audience (your own customers versus a panel).
  2. 2Build a reusable screener and consent form.
  3. 3Connect your calendar so participants book themselves.
  4. 4Turn on automatic reminders and incentive payouts.

Tools: User Interviews · Respondent · Great Question · Ethnio

Quick wins

Have you tried…

Do you use a tool like User Interviews or Great Question to handle participant scheduling and incentives?
These tools run your screener, let participants book themselves, send reminders and pay incentives, which removes most recruiting admin.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

UX researcher

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Take the free check Scan my team, $49

Answers are anonymous. Leaders only see team totals.

Other common tasks for UX researchers