Recruiting & Participant Management

Finding participants

Finding information about people who could participate in research studies.

Contacting participants

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

Participant tracking

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

Informed consent

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

Participant incentives

Administering and tracking participant compensation/incentive.

Research customer/participant relationship management

Keeping track communication with participants.

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?””