August 8, 2022
4 min

Tips for recruiting quality research participants

Header graphic for the article 'Tips for recruiting quality research participants'

If there’s one universal truth in user research, it’s that at some point you’re going to need to find people to actually take part in your studies. Be it a large number of participants for quantitative research or a select number for in-depth, in-person user interviews. Finding the right people (and number) of people can be a hurdle.

With the right strategy, you can source exactly the right participants for your next research project.

We share a practical step-by-step guide on how to find participants for user experience research.

The difficulties/challenges of user research recruiting 🏋️

It has to be acknowledged that there are challenges when recruiting research participants. You may recognize some of these:

  • There are so many channels and methods you can use to find participants, different channels will work better for different projects.
  • Repeatedly using the same channels and methods will result in diminishing returns (i.e. burning out participants).
  • It’s a lengthy and complex process, and some projects don’t have the luxury of time.
  • Offering the right incentives and distributing them is time-consuming.
  • It’s hard to manage participants during long-term or recurring studies, such as customer research projects.

We’ll simplify the process, talk about who the right participants are, and unpack some of the best ways to find them. Removing these blocks can be the easiest way to move forward.

Who are the right participants for different types of research? 🤔

1. The first step to a successful participant recruitment strategy is clarifying the goals of your user research and which methods you intend to use. Ask yourself:

  • What is the purpose of our research?
  • How do we plan to understand that?

2. Define who your ideal research participant is. Who is going to have the answers to your questions?

3. Work out your research recruitment strategy. That starts by understanding the differences between recruiting for qualitative and quantitative research.

Recruiting for qualitative vs. quantitative research 🙋🏻

Quantitative research recruiting is a numbers game. For your data analysis to be meaningful and statistically significant, you need a lot of data. This means you need to do a lot of research with a lot of people. When recruiting for quantitative research, you first have to define the population (the entire group you want to study). From there, you choose a sampling method that allows you to create a sample—a randomly selected subset of the population who will participate in your study.

Qualitative recruiting involves far fewer participants, but you do need to find a selection of ‘perfect’ participants. Those that fit neatly into your specific demographic, geographic, psychographic, and behavioral criteria relevant to your study. Recruiting quality participants for qualitative studies involves non-random sampling, screening, and plenty of communication.

How many participants do you need? 👱🏻👩👩🏻👧🏽👧🏾

How many participants to include in a qualitative research study is one of the most heavily discussed topics in user research circles. In most cases, you can get away with 5 people – that’s the short answer. With 5 people, you’ll uncover most of the main issues with the thing you’re testing. Depending on your research project there could be as many as 50 participants, but with each additional person, there is an additional cost (money and time).

Quantitative research is obviously quite different. With studies like card sorts and tree tests, you need higher participant numbers to get statistically meaningful results. Anywhere from 20 - 500 participants, again coming back to the purpose of your test and your research budget. These are usually easier and quicker to implement therefore the additional cost is lower.

User research recruitment - step by step 👟

Let’s get into your research recruitment strategy to find the best participants for your research project. There are 5 clear steps to get you through to the research stage:

1. Identify your ideal participants

Who are they? What do they do? How old are they? Do they already use your product? Where do they live? These are all great questions to get you thinking about who exactly you need to answer your research questions. The demographic and geographic detail of your participants are important to the quality of your research results.

2. Screen participants

Screening participants will weed out those that may not be suitable for your specific project. This can be as simple as asking if the participants have used a product similar to yours. Or coming back to your key identified demographic requirements and removing anyone that doesn’t fit these criteria.

3. Find prospective participants

This is important and can be time-consuming. For qualitative research projects, you can look within your organization or ask over social media for willing participants. Or if you’re short on time look at a participant recruitment service, which takes your requirements and has a catalog of available persons to call on. There’s a cost involved, but the time saving can negate this. For qualitative surveys, a great option can be a live intercept on your website or app that interrupts users and asks them to complete a short questionnaire.

4. Research incentives

In some cases you will need to provide incentives. This could be offering a prize or discount for those who complete online qualitative surveys. Or a fixed sum for those that take part in longer format quantitative studies.

5. Scheduling with participants

Once you have waded through the emails, options, and communication from your inquiries make a list of appropriate participants. Schedule time to do the research, either in person or remotely. Be clear about expectations and how long it will take. And what the incentive to take part is.

Tips to avoid participant burnout 📛

You’ve got your participants sorted and have a great pool of people to call on. If you keep hitting the same group of people time and time again, you will experience the law of diminishing returns. Constantly returning to the same pool of participants will eventually lead to fatigue. And this will impact the quality of your research because it’s based on interviewing the same people with the same views.

There are 2 ways to avoid this problem:

  1. Use a huge database of potential participant targets.
  2. Use a mixture of different recruitment strategies and channels.

Of course, it might be unavoidable to hit the same audience repeatedly when you’re testing your product development among your customer base.

Wrap up 🌯

Understanding your UX research recruitment strategy is crucial to recruiting quality participants. A clear idea of your purpose, who your ideal participants are, and how to find them takes time and experience. 

And to make life easier you can always leave your participant recruitment with us. With a huge catalog of quality participants all at your fingertips on our app, we can recruit the right people quickly.

Check out more here.

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Efficient Research: Maximizing the ROI of Understanding Your Customers

Introduction

User research is invaluable, but in fast-paced environments, researchers often struggle with tight deadlines, limited resources, and the need to prove their impact. In our recent UX Insider webinar, Weidan Li, Senior UX Researcher at Seek, shared insights on Efficient Research—an approach that optimizes Speed, Quality, and Impact to maximize the return on investment (ROI) of understanding customers.

At the heart of this approach is the Efficient Research Framework, which balances these three critical factors:

  • Speed – Conducting research quickly without sacrificing key insights.
  • Quality – Ensuring rigor and reliability in findings.
  • Impact – Making sure research leads to meaningful business and product changes.

Within this framework, Weidan outlined nine tactics that help UX researchers work more effectively. Let’s dive in.

1. Time Allocation: Invest in What Matters Most

Not all research requires the same level of depth. Efficient researchers prioritize their time by categorizing projects based on urgency and impact:

  • High-stakes decisions (e.g., launching a new product) require deep research.
  • Routine optimizations (e.g., tweaking UI elements) can rely on quick testing methods.
  • Low-impact changes may not need research at all.

By allocating time wisely, researchers can avoid spending weeks on minor issues while ensuring critical decisions are well-informed.

2. Assistance of AI: Let Technology Handle the Heavy Lifting

AI is transforming UX research, enabling faster and more scalable insights. Weidan suggests using AI to:

  • Automate data analysis – AI can quickly analyze survey responses, transcripts, and usability test results.
  • Generate research summaries – Tools like ChatGPT can help synthesize findings into digestible insights.
  • Speed up recruitment – AI-powered platforms can help find and screen participants efficiently.

While AI can’t replace human judgment, it can free up researchers to focus on higher-value tasks like interpreting results and influencing strategy.

3. Collaboration: Make Research a Team Sport

Research has a greater impact when it’s embedded into the product development process. Weidan emphasizes:

  • Co-creating research plans with designers, PMs, and engineers to align on priorities.
  • Involving stakeholders in synthesis sessions so insights don’t sit in a report.
  • Encouraging non-researchers to run lightweight studies, such as A/B tests or quick usability checks.

When research is shared and collaborative, it leads to faster adoption of insights and stronger decision-making.

4. Prioritization: Focus on the Right Questions

With limited resources, researchers must choose their battles wisely. Weidan recommends using a prioritization framework to assess:

  • Business impact – Will this research influence a high-stakes decision?
  • User impact – Does it address a major pain point?
  • Feasibility – Can we conduct this research quickly and effectively?

By filtering out low-priority projects, researchers can avoid research for research’s sake and focus on what truly drives change.

5. Depth of Understanding: Go Beyond Surface-Level Insights

Speed is important, but efficient research isn’t about cutting corners. Weidan stresses that even quick studies should provide a deep understanding of users by:

  • Asking why, not just what – Observing behavior is useful, but uncovering motivations is key.
  • Using triangulation – Combining methods (e.g., usability tests + surveys) to validate findings.
  • Revisiting past research – Leveraging existing insights instead of starting from scratch.

Balancing speed with depth ensures research is not just fast, but meaningful.

6. Anticipation: Stay Ahead of Research Needs

Proactive researchers don’t wait for stakeholders to request studies—they anticipate needs and set up research ahead of time. This means:

  • Building a research roadmap that aligns with upcoming product decisions.
  • Running continuous discovery research so teams have a backlog of insights to pull from.
  • Creating self-serve research repositories where teams can find relevant past studies.

By anticipating research needs, UX teams can reduce last-minute requests and deliver insights exactly when they’re needed.

7. Justification of Methodology: Explain Why Your Approach Works

Stakeholders may question research methods, especially when they seem time-consuming or expensive. Weidan highlights the importance of educating teams on why specific methods are used:

  • Clearly explain why qualitative research is needed when stakeholders push for just numbers.
  • Show real-world examples of how past research has led to business success.
  • Provide a trade-off analysis (e.g., “This method is faster but provides less depth”) to help teams make informed choices.

A well-justified approach ensures research is respected and acted upon.

8. Individual Engagement: Tailor Research Communication to Your Audience

Not all stakeholders consume research the same way. Weidan recommends adapting insights to fit different audiences:

  • Executives – Focus on high-level impact and key takeaways.
  • Product teams – Provide actionable recommendations tied to specific features.
  • Designers & Engineers – Share usability findings with video clips or screenshots.

By delivering insights in the right format, researchers increase the likelihood of stakeholder buy-in and action.

9. Business Actions: Ensure Research Leads to Real Change

The ultimate goal of research is not just understanding users—but driving business decisions. To ensure research leads to action:

  • Follow up on implementation – Track whether teams apply the insights.
  • Tie findings to key metrics – Show how research affects conversion rates, retention, or engagement.
  • Advocate for iterative research – Encourage teams to re-test and refine based on new data.

Research is most valuable when it translates into real business outcomes.

Final Thoughts: Research That Moves the Needle

Efficient research is not just about doing more, faster—it’s about balancing speed, quality, and impact to maximize its influence. Weidan’s nine tactics help UX researchers work smarter by:


✔️  Prioritizing high-impact work
✔️  Leveraging AI and collaboration
✔️  Communicating research in a way that drives action

By adopting these strategies, UX teams can ensure their research is not just insightful, but transformational.

Watch the full webinar here

Header graphic for the article '5 ways to measure UX return on investment'
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5 ways to measure UX return on investment

Return on investment (ROI) is often the term on everyone’s lips when starting a big project or even when reviewing a website. It’s especially popular with those that hold the purse strings.  As UX researchers it is important to consider the ROI of the work we do and understand how to measure this. 

We’ve lined up 5 key ways to measure ROI for UX research to help you get the conversation underway with stakeholders so you can show real and tangible benefits to your organization. 

1. Meet and exceed user expectations

Put simply, a product that meets and exceeds user expectations leads to increased revenue. When potential buyers are able to find and purchase what they’re looking for, easily, they’ll complete their purchase, and are far more likely to come back. The simple fact that users can finish their task will increase sales and improve overall customer satisfaction which has an influence on their loyalty. Repeat business means repeat sales. Means increased revenue.

Creating, developing and maintaining a usable website is more important than you might think. And this is measurable! Tracking and analyzing website performance prior to the UX research and after can be insightful and directly influenced by changes made based on UX research.

Measurable: review the website (product) performance prior to UX research and after changes have been made. The increase in clicks, completed tasks and/or baskets will tell the story.

2. Reduce development time

UX research done at the initial stages of a project can lead to a reduction in development time of by 33% to 50%! And reduced time developing, means reduced costs (people and overheads) and a speedier to market date. What’s not to love? 

Measurable: This one is a little more tricky as you have saved time (and cost) up front. Aiding in speed to market and performance prior to execution. Internal stakeholder research may be of value post the live date to understand how the project went.

3. Ongoing development costs

And the double hitter? Creating a product that has the user in mind up front, reduces the need to rehash or revisit as quickly. Reducing ongoing costs. Early UX research can help with the detection of errors early on in the development process. Fixing errors after development costs a company up to 100 times more than dealing with the same error before development.

Measureable: Again, as UX research has saved time and money up front this one can be difficult to track. Though depending on your organization and previous projects you could conduct internal research to understand how the project compares and the time and cost savings.

4. Meeting user requirements

Did you know that 70% of projects fail due to the lack of user acceptance? This is often because project managers fail to understand the user requirements properly. Thanks to UX research early on, gaining insights into users and only spending time developing the functions users actually want, saving time and reducing development costs. Make sure you get confirmation on those requirements by iterative testing. As always, fail early, fail often. Robust testing up front means that in the end, you’ll have a product that will meet the needs of the user.

Measurable: Where is the product currently? How does it perform? Set a benchmark up front and review post UX research. The deliverables should make the ROI obvious.

5. Investing in UX research leads to an essential competitive advantage.

Thanks to UX research you can find out exactly what your customers want, need and expect from you. This gives you a competitive advantage over other companies in your market. But you should be aware that more and more companies are investing in UX while customers are ever more demanding, their expectations continue to grow and they don’t tolerate bad experiences. And going elsewhere is an easy decision to make.

Measurable: Murky this one, but no less important. Knowing, understanding and responding to competitors can help keep you in the lead, and developing products that meet and exceed those user expectations.

Wrap up

Showing the ROI on the work we do is an essential part of getting key stakeholders on board with our research. It can be challenging to talk the same language, ultimately we all want the same outcome…a product that works well for our users, and delivers additional revenue.

For some continued reading (or watching in this case), Anna Bek, Product and Delivery Manager at Xplor explored the same concept of "How to measure experience" during her UX New Zealand 2020 – watch it here as she shares a perspective on UX ROI.

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Lunch n' Learn: Holistic Design - A Framework For Collective Sense-making

Every month we have fun and informative “bite sized” presentations to add some inspiration to your lunch break.  These virtual events allow us to partner with amazing speakers, community groups and organizations to share their insights and hot takes on a variety of topics impacting our industry. 

Join us at the end of every month for Lunch n' Learn.

Susanna Carman

Leading design processes amidst a world in transition requires all practitioners to continuously invest in their own development. One aspect worth investing in, is an ability to integrate holistic thinking into our design leadership practice. This includes re-evaluating our own biases and how that bias is reflected in the tools we choose to work with when understanding and designing for/within complex systems.

Recently our guest Susanna Carman, Strategic Designer and founder of Transition Leadership LAB, introduced us to a holistic approach to qualitative design research using Ken Wilber’s 4 Quadrant Model. Susanna explained the fundamental principles underpinning the framework, and showed how it can be used to ensure a multi-perspectival harvest of critical qualitative and quantitative data on any design project.  

Speaker bio

Susanna Carman is a Strategic Designer and research-practitioner who helps people solve complex problems, the types of problems that have to do with services, systems and human interactions. Specialising in design, leadership and learning, Susanna brings a high value toolkit and herself as Thinking Partner to design, leadership and change practitioners who are tasked with delivering sustainable solutions amidst disruptive conditions. 

Susanna holds a Masters of Design Futures degree from RMIT University, and has over a decade of combined experience delivering business performance, cultural alignment and leadership development outcomes to the education, health, community development and financial services sectors. She is also the founder and host of Transition Leadership Lab, a 9-week learning lab for design, leadership and change practitioners who already have a sophisticated set of tools and mindsets, but still feel these are insufficient to meet the challenge of leading change in a rapidly transforming world.

Grab your lunch, invite your colleagues and we hope to see you at our next Lunch n' Learn 🌯🍱🍜🍲

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