Getting Started with Respondent
How Respondent Recruits Participants
Respondent connects researchers with high-quality participants through:
B2B Participants: Verified professionals across industries.
B2C Participants: General consumers available for various studies.
Self-Recruited Participants: Researchers can invite their participants using a unique project link.
Targeting & Filters
To find the right participants, use demographic, professional, and behavioral filters such as:
Job title, industry, and experience level (B2B studies).
Age, location, education, and income level (B2C studies).
Device usage and software familiarity (tech-specific research).
Plan Types
Pay-As-You-Go: Charge per completed session with no upfront commitment.
Subscription (B2B/B2C Credits): Pre-purchase credits for cost savings and streamlined research.
Best Practices:
Define clear research objectives before selecting a plan.
Use specific filters to refine participant selection.
Monitor participant engagement to adjust recruitment strategies.
Writing an Effective Screener
Best Practices for Screener Questions
Keep it concise: 10-12 questions are ideal.
Use qualifying questions to find subject matter experts.
Use disqualifying questions to remove unqualified participants (but they won’t be fully excluded from the project).
Skip Logic: Customize participant paths based on their responses.
Preview your screener before launching to ensure clarity.
Avoid leading questions that may bias responses.
Test your screener with a small sample before the full launch.
Ensure disqualifying questions are well-structured to exclude only truly unqualified participants.
Selecting and Managing Participants
Application Review Process
View all participant applications in the View Responses dashboard.
Select the most qualified participants based on screener responses.
Send invitations to schedule sessions with approved participants.
Communication Tips
Use the Message Center to coordinate with participants.
Allow participants to reschedule if needed to reduce no-shows.
Follow up with reminders before sessions.
Best Practices:
Send personalized invitations to encourage participation.
Establish clear guidelines for communication and response times.
Keep track of participant responses to identify trends in engagement.
Setting Up Your Project for Success
Crafting a Strong Project Pitch
Your Project Details should:
Clearly explain the purpose of your study.
Outline participation requirements and expectations.
Specify meeting format (virtual/in-person) and time commitment.
Scheduling Best Practices
Use the Calendar & Booking section to set up virtual meeting links.
Offer flexible time slots to accommodate participant availability.
Monitor your participant queue and adjust recruitment strategies if needed.
Set clear expectations for session format and requirements.
Allow enough lead time for participants to prepare.
Use calendar integrations for seamless scheduling.
Running Virtual & In-Person Sessions
Key Session Tips
Ensure participants have the correct meeting link (place it in the Calendar & Booking section or send via Message Center).
Start on time and create a welcoming environment.
Keep discussions focused and ensure all key questions are covered.
If recording, inform participants and obtain consent.
Test your equipment and internet connection before sessions.
Use a structured discussion guide to stay on track.
Build rapport with participants to encourage honest responses.
Incentives & Payments
How Incentives Work
Researchers set the incentive amount when publishing a project.
Payments are made after session completion via Respondent.
Teams can maintain an incentive balance in their billing section for seamless payments.
Avoiding Payment Issues
Process incentives promptly after verifying attendance.
Ensure your billing information is up to date.
For invoice-based payments (ACH), coordinate with Respondent’s finance team.
Best Practices:
Set fair incentives to attract high-quality participants.
Communicate payment timelines clearly to participants.
Keep track of payments to ensure all participants are compensated.
7. Troubleshooting & FAQs
Slow Recruitment?
Expand your targeting criteria.
Adjust your screener questions to be less restrictive.
Increase your incentive amount to attract more participants.
Handling No-Shows & Cancellations
Allow rescheduling to reduce last-minute cancellations.
If a participant no-shows, mark them accordingly in your dashboard.
If canceling within 4 hours of a session, note that the incentive may still be charged.
Need Help?
Check the Respondent Help Center for common questions.
Reach out to Respondent Support by using the in-app Support chat (bottom right hand corner of your screen when logged into the Respondent platform OR by emailing support@respondent.io for technical issues. If the AI auto-help bet in unable to assist, simply ask to speak to a human or click the "Talk to a Human" option within the chat thread!
Contact sales@respondent.io for custom pricing and bulk credits.
More resources to explore here:
How to reach Respondent Support:
1. Start a chat with our Support Team directly from the chat support "bubble" in the bottom right hand corner of your screen (when logged into the Respondent platform). From there, our AI auto-help agent will immediately begin assisting you!
2. Our Support queues are monitored by real humans Monday through Friday, from 11:30 AM Eastern US until 7:30 PM Eastern US, excluding US federal holidays. Please allow more time for our assistance on Monday's and following US federal holidays, as we will be working to get caught up across all pending requests. There is no need to duplicate your outreach or send multiple follow ups, we will be with you as soon as we can!
3. In the event our AI auto-help agent is unable to resolve your issue, or answer your question, simply ask to speak to a human or select the "Talk to a Human" option at anytime and your thread will be escalated for a team member to review.
4. In the event the chat service is down or otherwise unresponsive, please email support@respondent.io as a backup option to reach our team. In order to keep queues organized and our follow up as efficient as possible, please only reach out via one method (either in-app Support Chat or email). Thank you!
We look forward to helping you! Thanks for being the best part of Respondent!