Best Practice Recruitment

Understanding Best Practice for Recruiting Engaged Participants for Online Qual

In the current climate, we’re seeing a surge in clients looking for online qual solutions so we thought we’d take the time to share some of our learnings in this area.

From our inception we’ve been working closely with clients to ensure recruitment and participation for online qual is effective, and here are some of the lessons we’ve learnt…

Consider the technology you’re using…

The platform or technology you’re using is going to have an impact on how participants experience the research. Before commencing recruitment you need to know …

· Can the technology can be accessed via both desktop and mobile devices or are there limitations?

· Does it make a difference to your methodology and quality of responses if a respondent accesses via mobile or desktop?

· Do respondents need to download any apps or programs to be able to use the platform? What information do they need to be ready to go at the start of the fieldwork?

If you brief the recruiter in detail on the above, participants can be on-boarded properly and will be calm and ready to participate at the right time!

Define what participation looks like…

There are lots of different ways to get involved in online qual research and the type of involvement from participants needs to be clearly set out during recruitment to ensure everyone knows what is expected from the outset.

  • Consider the following…
  • Video tasks – not everyone is comfortable doing these so check upfront
  • Synchronous qual means your participants need to be ready to go at the start of the session. Preparation is key, including get any log in info early!

· Asynchronous methods often require input over a few days – it’s important that the respondent knows how often they’re expected to login and whether there are any time restrictions (eg; Logging in twice a day at anytime over 3 days vs logging in every morning and every evening for 3 days)


When online qual happens over a few days, or when participants are given a few days to complete their task, it’s important to keep track of everyone’s contribution.

Being able to prompt and encourage participants to jump in and complete tasks is an important part of ensuring high levels of contribution. You should check with your recruiter at the outset of your project to find out whether they will assist you to do this or whether it’s up to you!

If you’ve got any questions about online qual, options available to you or the techniques we’ve built to maximise engagement, don’t hesitate to reach out.