External Participant Recruitment

Recruit External Participants through your Great Question Study

Short on time to recruit, or need to find people outside your user base? Great Question offers external recruiting through partnerships with Respondent. External recruiting lets you quickly and easily find B2B and B2C candidates that meet your screening criteria, and conduct your study as usual through Great Question.

Who You Can Recruit Through Respondent

Here's a helpful article from Respondent on which panel to choose from.

B2B

When you select the B2B recruitment option within Great Question, you'll be targeting Respondent's Industry Professionals panel.

B2C

By choosing to recruit B2C participants, you're recruiting from Respondent's General Population panel.

Billing for External Participant Recruitment

• Respondent has a fee per participant that gets applied to the study as each request is created. These fees are only applicable to participants that are from Respondent. Participants from your own candidate pool will not require any fees, and will only use the per participant inventive amount from the study's funds.
• B2B:
  • Moderated (Interview style studies):
    • Currently discounted to $40 per participant.
      • Standard price is $65 per participant.
  • Unmoderated (Surveys, Unmoderated Tests, etc...):
    • $26 per participant.
• B2C:
  • Moderated (Interview style studies):
    • Currently discounted to $24 per participant.
      • Standard price is $39 per participant.
    • Unmoderated (Surveys, Unmoderated Tests, etc...):
      • $16 per participant.
• These funds are credits that get sent to Respondent from Great Question.
• Credit can be funded from your account wallet, or via the card on file, just like funding a study's incentives.
• The additional funds will be displayed at the top of the study, as funds allocated for the study.
• If you have credits transferred from your Respondent account, those can be selected while funding the request.
  • More on this below.

Requirements and Limitations

Please review the current requirements and limitations before using the feature:

• This feature only supports funding in USD ($).
• This feature is NOT available for Panel studies.
• The study must be funded (i.e. incentives allotted and approved) prior to recruiting external panelists.
• Respondent requires a $5 minimum incentive.
• Respondent requires that your study have a screener with at least two questions.
  • This requirement is to help indicate to candidates that the researcher is looking for high quality participants that will be a good fit, ensuring each party's time is properly utilized.
• At least one ideal answer is required for your screener. This is to help identify participants that are qualified via Respondent.
  • Recruitment requests will be paused after 2x the number of qualified participants have been added.
  • Participants that apply and do not match the ideal answers can still be shown via the Ignore non-qualified submissions toggle (if toggled off), allowing for a larger pool to pull from as needed.

Enabling External Participant Recruitment

External recruitment can be enabled during study setup, or after the study is active.

• Check out our guides on each study type for more information on creating studies.

Enabling for a draft study

1. Access the Plan step of your study and toggle on Recruit external candidates.
   1. The Incentives and Screener options will automatically be enabled, and the incentive value will default to $5, per Respondent's minimum requirements.
2. Set up your incentives and then click Next to set up the screener.
3. When done setting up the screener, click Next to set up the request.
4. Review Creating an External Participant Recruitment Request below to see how to set up and create the request.
   1. Draft studies will have an additional step during the review step; choosing when to submit your request.
      You can choose to either only fund the incentives and keep the request in a draft state, or fund the incenvites and fees and publish the request at the same time as publishing the study.

Enabling for an active study

1. Access the Plan step of your study and toggle on Recruit external candidates.
   1. The Incentives and Screener options will automatically be enabled, and the incentive value will default to $5, per Respondent's minimum requirements.
      1. If you already have an incentive value in place, it will remain the same unless it is less than $5.
2. Set up or adjust your incentives by clicking on Manage incentives, or clicking on the Incentives page in the study's menu.
3. When done setting up the screener, review Creating an External Participant Recruitment Request below to see how to set up and create the request.

Accessing External Participant Recruitment

Once you have created and funded the study, there are a few ways to create an external recruitment request:

Without existing participants:

• Click on Participants
• Click on Create request in the Recruit participants from a 3rd-party-panel section.

With existing participants:

• Click on Participants
• Click the Add Candidates dropdown
• Click on Recruit external candidates

From the Recruitment page:

• Click on Recruitment requests
• Click on the Create request button.

Creating an External Participant Recruitment Request

Once you have clicked to create your request, you can choose B2B or B2C and start filling out your request.

Please note that Respondent has a per participant fee, and the value is indicated in the Estimated cost section.

Creating a B2B request

1. Review your participant limit.
   1. Your recruitment request participant limit should not be more than your study participant limit. It can be less, if you would like to save some slots for any existing candidates that you have.
   2. E.g., You can have a study participant limit of 10, with a request limit of 5, allowing you to split your participant in half between candidates that you have in your pool and candidates provided by Respondent.
2. Provide a Public title.
   1. Make sure your title is clear, concise, and relevant to your goal, while also peeking potential participants' attentions.
   2. This should be descriptive and understandable to people who are not familiar with your company or organization.
3. Provide a Public description.
   1. Similar to your title, your description should provide enough detail to properly inform participants of what they are participating in and why. Spice it up a little, too. Draw them in!
4. Select Business-to-business (B2B) as your Market type.

1. Choose what job titles/employment (up to 10) and industries (up to 5) you want to recruit from and find relevant to your research:
   1. At least 1 from each is required, indicated by the red message.
2. The remaining audiance filters are optional, and will indicate the maximum number of options respectively when expedning each.
3. Review or change your Past participation settings.
   1. N/A is the default setting.

      

4. Choose which rule you want to use for Candidate Eligibility.
   1. "Yes: Automatically remove past participants that do not meet the eligibility requirements" will remove past participants that do not meet the eligibilty rules set up in your account.
   2. "No: Do not take into consideration the eligiblity requirements" will not apply your eligiblity rules to the external recruites provided by Respondent.

   

5. Review the details of your request and click Publish request.
   1. If you are not ready to publish, click Save draft.
6. After choosing to publish, review the funding changes and click Confirm to add the required funds.
   1. If you have credits that have been transferred from your Respondent account, you can use them (recommended) the Funding method (draft studies) or Funding source (active studies), seen in the example below.
      1. The study incentives can be funded via these credits.

1. Once funded, the request will be placed in a Publishing state. Once active, the status will be updated to Active.
2. Requests can be edited until you hit Publish. Once a request is Active, only the participant limit of the request can be updated, not to exceed the study's participant limit.
3. If you no longer need participants, you can pause your Active requests within Recruitment requests.
   1. Clicking Pause will temporarily stop recruitment efforts and can be resumed by clicking Unpause.
   2. Requests will be closed automatically when the study is closed.

Creating a B2C request

1. Review your participant limit.
   1. Your participant limit should not be more than your participant limit. It can be less, if you would like to save some slots for any existing candidates that you have.
   2. E.g., You can have a study participamt limit of 10, with a request limit of 5, allowing you to split your participant in half between candidates that you have in your pool and candidates provided by Respondent.
2. Provide a Public title.
   1. Make sure your title is clear, concise, and relevant to your goal, while also peeking potential participants' attentions.
   2. This should be descriptive and understandable to people who are not familiar with your company or organization.
3. Provide a Public description.
   1. Similar to your title, your description should provide enough detail to properly inform participants of what they are participating in and why. Spice it up a little, too. Draw them in!
4. Select Business-to-consumer (B2C) as your Market type.
5. Choose what topics (up to two) and industries (up to five) you want to recruit from and find relevant to your research:
   1. At least 1 is required, indicated by the red message.

1. The remaining audience filters are optional, and will indicate the maximum number of options respectively when expending each.
2. Review or change your Past participation settings.
   1. N/A is the default setting.

      

3. Choose which rule you want to use for Candidate Eligibility.
   1. "Yes: Automatically remove past participants that do not meet the eligibility requirements" will remove past participants that do not meet the eligibilty rules set up in your account.
   2. "No: Do not take into consideration the eligiblity requirements" will not apply your eligiblity rules to the external recruites provided by Respondent.

   

4. Review the details of your request and click Publish request.
   1. If you are not ready to publish, click Save draft.
5. After choosing to publish, review the funding changes and click Confirm to add the required funds.
   1. If you have credits that have been transferred from your Respondent account, you can use them (recommended) the Funding method (draft studies) or Funding source (active studies), seen in the example below.
      1. The study incentives can be funded via these credits.

         

6. Once funded, the request will be placed in a Publishing state. Once active, the status will be updated to Active.
7. Requests can be edited until you hit Publish. Once a request is Active, only the participant limit of the request can be updated, not to exceed the study's participant limit.
8. If you no longer need participants, you can pause your Active requests within Recruitment requests.
   1. Clicking Pause will temporarily stop recruitment efforts and can be resumed by clicking Unpause.
   2. Requests will be closed automatically when the study is closed.

Audience Estimate

While setting up your recruitment request, you can see an estimated number of how many active panelists that will be invited to engage with your study, based on the Audience fields and the options you select.

• Your study does need to be published for the estimated audience to show, and can only be generated for recruitment request that are in a draft state. Once generated for a request in the draft state, it will also show once the request is active.

The Audience Estimate will show inline with the other details of your request, next to the status and the audience type (B2B or B2C).

Any changes to your request will update the estimated count, identified by a green success message with the new estimate listed, as well as updating the inline estimate.

Reviewing participants and their details

Participants that are added to your study via the external recruitment request are not added to your account's candidate list, but their data can be seen the same way.

• Clicking on the participant's name will open the candidate profile slideout, just like you would see with your own candidates.
  • Any attributes, screener results, and other information like their LinkedIn profiles will be shown here.

Filtering studies with external participant recruiting enabled

You can filter your studies by applying the Recruitment requests filter.

1. Go to the Studies page.
2. Click on Filter, in the top right corner.
3. Search Recruitment requests and click on the option.
4. Choose:
   1. Is > Yes, No, or Not set.
   2. Is not > Yes, No, or Not set.
5. Click Apply.

FAQ

• What are the expected response times once I have submitted my request?
  • Response timeline per audience (Respondent's guide for reference):
    • General Population: You will typically begin seeing responses within the first hour of posting your study.
    • Industry Professionals: You should see a response within the first 12-24 hours.
    • Niche Audiences: If you are trying to reach a niche audience, it could be 2 or 3 days until you get your first response to a study.
    • Make sure that your request is not in a draft, pending, or closed state.
    • Did you provide a clear and informative title and description?
    • Are your screener questions concise, with properly selected ideal answers and skip logic?
    • Review your incentive and make sure it is enough to encourage engagement. Here is Respondent's Incentive Calculator. Highly recommend giving this a peek. :)
    • Have you thoroughly reviewed and selected Audience preferences?
      • Take full advantage of the maximum limit when possible to increase engagement chances.
• Are any externally recruited participants added to my Great Question panel?
  • No. Participants that are recruited using this feature are not added to your panel/Candidates page.
• Do the eligibility settings apply to externally recruited participants?
  • No. Since the participants are not added to your Great Question panel, the account eligibly settings do not apply.
  • Using the Past participation setting within the recruitment form will determine which external participants can apply for your study.
• How can I confirm if my participants have received their incentive?
  • Once a participant has been marked as completed in Great Question, they will be able to redeem their incentive via Respondent. You can check their status by hovering over the Completed or Sent Thanks status next to their name in the study.

    

  • If participants have questions or issues about their incentive, please share this guide, Respondent: Where Can I Find My Project Incentive Payments, with them and ask them to contact Respondent support via their chat. This is the recommendation provided by Respondent so that they can assist them directly. Still, let us know if any further assistance is needed from Great Question.

Have Questions?

Please reach out to us in the chat or at [email protected]!